What are the responsibilities and job description for the Customer Success Manager, Enterprise (Named Accounts) position at Restaurant365?
The Customer Success Manager, Enterprise is responsible for driving long-term retention and growth across a portfolio of high-value Enterprise accounts ($50k ARR) with dedicated, high-touch coverage. You will act as a trusted advisor to restaurant and hospitality executives and operators, ensuring they realize measurable ROI from Restaurant365’s platform, including Accounting, Operations, Workforce, Payroll/HR, and BI solutions.
You own account outcomes across adoption, renewal, and expansion, leveraging data, executive engagement, and cross-functional coordination to deliver Gross and Net Annual Retention targets for your book of business.
How you'll add value:
Customer Leadership & Value Realization
Comprehensive medical benefits, 100% paid for employee
401k matching
Equity Option Grant
Unlimited PTO Company holidays
Wellness initiatives
You own account outcomes across adoption, renewal, and expansion, leveraging data, executive engagement, and cross-functional coordination to deliver Gross and Net Annual Retention targets for your book of business.
How you'll add value:
Customer Leadership & Value Realization
- Become a primary strategic partner to finance, operations, and brand leaders within each account, building multi-threaded relationships across executives, operators, and back-office teams.
- Co-create and maintain Customer Success Plans that connect R365 capabilities to concrete business outcomes (labor, food cost, speed to close, AP automation, visibility, etc.).
- Lead Business Impact Reviews (BIRs) and Executive Business Reviews (EBRs) on a regular cadence, telling a data-backed ROI story, highlighting adoption wins/gaps, and aligning on a 6-12 month roadmap and expansion opportunities.
- Translate product capabilities into restaurant-relevant narratives for owners, CFOs, franchise leaders, and GMs, grounded in KPIs like prime cost, food cost %, labor %, and location-level profitability.
- Own the health and risk profile of your portfolio, ensuring accurate health/risk scores, documented reasons, and active mitigation plans for at-risk customers.
- Run intentional risk plays for at-risk accounts (e.g., implementation stalls, product gaps, expectation gaps) in partnership with AEs, Support, Product, and Services.
- Maintain a reliable renewal forecast, with the majority of renewals forecast ≥90 days before term and minimal surprise churn within 60 days of renewal.
- Use R365, Gainsight, Salesforce, Domo, Gong, and dashboards to monitor usage, module adoption, and financial outcomes, and to prioritize actions across your portfolio.
- Orchestrate cross-functional teams across Sales, Implementation, Support, Product, Billing, and Professional Services to resolve issues, advance strategic initiatives, and deliver on customer outcomes.
- Co-own expansion strategy with AEs—surfacing Customer Success Qualified Leads (CSQLs), shaping deals to align with customer strategy, and ensuring smooth execution and adoption post-sale.
- Partner with Product and CS leadership to bring structured customer feedback (e.g., gaps in workflows, UX, reporting) that influences roadmap and go-to-market motions.
- Use AI and automation (e.g., Gong insights, Gainsight rules/CTAs, R365 reporting and alerts, templated playbooks) to:
- Scale BIR/EBR prep and follow-up.
- Generate health and risk insights from product usage and financial data.
- Automate low-touch communications (e.g., success plan nudges, value summaries, renewal reminders).
- Continuously refine portfolio operating rhythms, cadences, and workflows to increase coverage and impact per CSM using automation and orchestration tools (Gainsight, SFDC, Monday.com, Domo, etc.).
- Maintain high-quality CRM and Gainsight hygiene (health scores, success plans, timelines, risk notes, activities) that gives leadership and partners a true, near-real-time view of your portfolio.
- Contribute to CSM enablement by sharing templates, playbooks, EBR decks, and best practices, and by contributing to org-wide improvements in tools and processes.
- 3-5 years in a B2B SaaS Customer Success Manager or Account Management role, preferably in vertical SaaS or complex, multi-stakeholder environments.
- Experience working with multi-location or franchise restaurant groups or adjacent industries (hospitality, retail) is strongly preferred.
- Restaurant365 experience strongly preferred (as a user, implementer, or advisor), or hands-on experience with a comparable restaurant back-office / workforce platform.
- Demonstrated success owning renewal and expansion outcomes for a portfolio of mid-to-large ARR customers, with clear stories of risk mitigation and growth.
- Comfortable using data and dashboards (operational metrics, usage data, financial outcomes) to drive decisions and customer conversations.
- Hands-on experience with CS and GTM tools (e.g., Salesforce, Gainsight, Gong, Freshdesk, Monday.com, Domo or similar).
- Demonstrated ability to use AI-powered tools (e.g., meeting summarization, content generation, automated playbooks) to:
- Streamline prep and follow-up for customer meetings.
- Create tailored, on-brand communications at scale.
- Identify patterns in customer behavior and surface next-best actions.
- Comfortable experimenting with automation (workflows, rules, sequences) and measuring the impact on coverage, efficiency, and outcomes.
- Strategic and hands-on: equally comfortable in executive-level discussions and deep configuration/adoption work.
- Bias for action in ambiguous situations, with a track record of learning and iterating quickly.
- Strong written and verbal communication, capable of simplifying complex technical and financial topics for diverse stakeholders.
- Collaborative and resilient; brings solutions-oriented thinking to cross-functional work and customer escalations.
Comprehensive medical benefits, 100% paid for employee
401k matching
Equity Option Grant
Unlimited PTO Company holidays
Wellness initiatives
Salary : $78,800 - $118,200