What are the responsibilities and job description for the Mid-Market Customer Success Manager position at Sequifi?
Sequifi Mid-Market Customer Success Manager
Location: In Office (Lehi, UT)
Team: Customer Success
The Mid-Market Customer Success Manager (CSM) at Sequifi plays a pivotal role in ensuring long-term success and value realization for our strategic and high-value customers. Unlike SMB CSMs who manage accounts at scale through automation and digital touchpoints, you’ll be focused on a moderate sized portfolio of clients, building deep relationships, delivering hands-on strategic guidance, and serving as a trusted technical advisor.
Your mission will be to drive adoption, deliver ongoing value, and align our platform to each customer’s evolving business strategy.
You’ll act as a liaison between key stakeholders at the customer organization and Sequifi’s internal product, engineering, and support teams.
Who We Are
Sequifi is the leading commissions and payroll platform designed for home service companies. From pest control and solar to HVAC, roofing, and mortgage, we help growing businesses automate onboarding, compensation, and payouts in one place.
After a year of 10x growth and strong market traction, we’re expanding our team with experienced sales professionals who can help drive our next stage of growth.
To be a great fit at Sequifi, you should:
Love customers and helping them succeed
Have a strong sense of curiosity and love improving processes
Be both humble and confident—comfortable leading, but always learning
Thrive in a fast-moving, high-growth environment
Be willing to roll up your sleeves and build
Responsibilities
- Support the post-sale relationship and deliver ongoing value for a portfolio of strategic customers
- Drive adoption and ensure high engagement with the Sequifi platform across teams and stakeholders
- Serve as a technical resource to customers—able to explain integrations, data flows, product capabilities, and solution design
- Collaborate closely with leadership on renewals, expansions, and strategic account planning
- Assist in preparing executive business reviews and provide proactive guidance aligned with the customer’s business objectives
- Coordinate cross-functional efforts across support, product, and engineering to solve customer challenges and surface feedback
- Build and maintain multi-threaded relationships across both technical and business units within customer accounts
- Perform other duties as assigned to support the needs of strategic customers and the broader Customer Experience organization
- Travel to customer and industry events may be required, up to 10% of the time
Requirements
- 4 years in a SaaS Customer Success, Solutions Consulting, or Technical Account Management role
- Proven experience managing strategic or mid-market level accounts in a high-touch, consultative model
- Strong technical aptitude and the ability to communicate complex topics clearly to both technical and non-technical audiences
- Experience using Google Sheets/Excel and common CS technical tools
- Experience working with product teams to represent the voice of the customer
- Exceptional relationship-building and executive communication skills
- Ability to manage multiple complex projects and customer initiatives simultaneously
- Data-driven and detail-oriented, with strong organizational skills