Employment Type

Full Time

Job location

US – All

Date posted

March 31, 2022


Customer Success Manager


Oktana is a custom software development company specializing in Salesforce technologies. We challenge the traditional consulting model by building a strong connection between our customers and team. As a Salesforce Summit Partner with 350+ technologists across Bolivia, Colombia, Ecuador, Paraguay, Peru, Uruguay and in the US, we will continue to grow. 

As a Customer Success Manager, you will join our global team to grow the Oktana business by nurturing a portfolio of customers. You will have the opportunity to join a company at a key growth stage, measured by your ability to nurture and grow long-term customer relationships.

This is a remote position. You will collaborate with team members across Latin America and within the US.

You are:

  • A farmer with hunting instincts to identify and close growth opportunities within existing accounts
  • Eager to ensure all projects are successful
  • Familiar with Salesforce products and growing ecosystem
  • Able to connect with both business and technical personalities
  • Excited by the prospect of building relationships with companies ranging from startups to Fortune 50

You will:

  • Join a growing team focused on customer success
  • Develop a strategic account management plan focused on customer retention, nurturing and growth to provide long-term services
  • Meet with customers regularly to measure account health and identify growth opportunities
  • Host Oktana QBR meetings for core customer accounts
  • Collaborate with internal teams to ensure smooth project resourcing, kick-off and delivery
  • Partner closely with Resourcing to ensure projects are staffed appropriately and with smooth transitions
  • Understand customer needs and competitive landscape to collaborate with Sales, Marketing and Training to adapt strategies to reach new markets and expand existing market share
  • Collaborate with Marketing to provide customer references and collect CSAT survey responses
  • Log and report on all activities in Salesforce


  • 5+ years experience as an account manager in B2B or software industry
  • Agency experience managing Salesforce services client relationships
  • Ability to inform account management process and manage related analytics
  • Ability to learn technical concepts
  • Bachelor’s degree complementary to role

Bonus skills

  • Experience working in startup environment

Oktana is an equal opportunity employer. Oktana does not discriminate on the basis of sex, race, color, creed, national origin, marital status, age, religion, sexual orientation, gender identity, gender expression, veteran status, or disability.