HoneyBook Inc.
Sr. Customer Success Manager - SMB/Mid Market Member Experience San Francisco, C
HoneyBook Inc., San Francisco, California, United States, 94199
Sr. Customer Success Manager - SMB/Mid Market
HoneyBook is the leading AI‑powered business management platform for service‑based business owners. Designed to enhance—not replace—independent professionals, HoneyBook’s AI‑powered tools help businesses attract leads, connect with clients, book projects, and manage payments more efficiently. With AI seamlessly integrated into every workflow, entrepreneurs can focus on their craft while scaling their businesses with confidence. Since its founding in 2013, HoneyBook has powered over 25 million client relationships and processed more than $12 billion in transactions, helping independent businesses grow faster and smarter. Our culture is built on five core values that inform everything we do. We encourage collaboration, feedback, ownership, and have a growth mindset. We know experience comes in many forms, some visible on your resume, others not. No one candidate will be a 100% perfect match to our description, so if you thrive in a fast‑paced, intellectually‑charged environment and have similar experience to what we are looking for, we encourage you to apply. About the role
We’re looking for a
Sr. Customer Success Manager - SMB/Mid‑Market
to design and run proactive customer success programs that measurably accelerate time‑to‑value, improve adoption, and drive net revenue expansion across a focused book of strategic SMB/MM customers. As a senior builder‑IC, you’ll own outcomes end‑to‑end: from onboarding and value realization to QBRs, renewals, and upsells while establishing the playbooks, instrumentation, and operating rhythm that can scale. You’ll partner closely with Product, Growth, and Member Care to turn insights into repeatable motions and proof points for future team expansion. If you love turning customer outcomes into revenue outcomes, this role is for you. This role is
hybrid to our San Francisco office, 3 days per week
and requires
occasional travel
to Tel Aviv/NY ~2×/year for planning and collaboration. Here are some things you’ll do
Own a strategic SMB/MM book of business – driving customer success through adoption, renewals, and growth with strong retention and expansion results. Deliver a standout onboarding experience that helps customers activate quickly and see value early. Design and run proactive engagement programs (like onboarding tune‑ups, adoption campaigns, and renewal prep) in partnership with our Digital Programs Lead: testing, iterating, and measuring what works. Build a smart, efficient CS system powered by data and AI to forecast retention, create/maintain QBR templates, track health, and guide customer conversations; maintain clear dashboards and follow through on key milestones. Grow your expansion pipeline and maintain disciplined forecasting and communication around opportunities and risks. Champion customer advocacy by collaborating with our community team to turn success stories into references, reviews, and case studies. Share insights that shape our product and growth strategy highlighting churn risks, feature gaps, and opportunities for improvement. Document playbooks and best practices to scale what works and help pave the way for future CSMs. Here’s what we’re looking for in a candidate
Must‑haves
Ownership & Initiative:
You take pride in building and improving – designing programs, setting clear goals, and delivering results with minimal direction while collaborating openly across teams. Commercial Mindset:
You’re confident managing renewals and expansions in an SMB/MM environment, balancing business outcomes with genuine customer advocacy. Customer Growth Focus:
You know how to turn insights into action: driving feature adoption, accelerating time‑to‑value, and helping customers realize measurable success. AI Confidence:
You use AI tools thoughtfully to scale research, personalize communication, and streamline prep – always grounded in accuracy, privacy, and human connection. Nice‑to‑haves
Analytical Clarity:
You focus on what matters most, use data to guide priorities, and communicate trade‑offs clearly. Storytelling:
You turn insights into simple, compelling stories that help teammates and leaders align quickly. Forecasting:
You maintain clean, consistent renewal and expansion forecasts, identify risks early, and collaborate to solve them. Here is what is needed
6 years of experience in Customer Success or Account Management, including work with SMB and Mid‑Market customers. You’ve managed a broad portfolio (around 100+ accounts) and understand how to balance scale with personal connection. Direct experience owning renewals and expansions with measurable impact on NRR. You know how to identify opportunities, tell a strong value story, and close with confidence. Design and refine customer programs: like onboarding tune‑ups, adoption campaigns, or renewal prep – that deliver clear results and repeatable wins. Set up lightweight forecasting systems, maintaining pipeline visibility, and tracking performance with accuracy and accountability. Comfortable using CRM and CS platforms (Salesforce, HubSpot, Gainsight, ChurnZero, or similar) and experimenting with AI‑assisted tools to improve insights and efficiency. Startup/scale experience whether building a motion from 0→1 or helping scale from 1→10, and you bring structure, curiosity, and resilience to every phase of growth. The good stuff
Mission‑driven:
You'll be joining more than just another startup. Our members’ success is at the heart of everything we do. Impact:
We move quickly and encourage every employee to push the envelope. Our best ideas come from out‑of‑the‑box thinking and innovation; be ready to fail fast and often! Compensation:
We offer a competitive salary and meaningful equity grants.
Base pay is $120k‑$145k, depending on experience and skills.
Benefits & perks:
From wellness programs to exceptional family leave policies, the health and happiness of our employees are foremost. Our core values
People come first:
We prioritize people as we explore opportunities and work through challenges. Raise the bar:
We push for greatness—for ourselves, each other, and our members. Own it:
Trust and ownership let us make decisions with confidence. We love what we do:
We bring passion to our work and love what we create for our members. Keep it real:
Authenticity, respect, and transparency are at our core. HoneyBook is an equal‑opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sex, gender identity, sexual orientation, disability, veteran status, or any other protected characteristic. We honor all candidates and are committed to a fair recruitment process.
#J-18808-Ljbffr
HoneyBook is the leading AI‑powered business management platform for service‑based business owners. Designed to enhance—not replace—independent professionals, HoneyBook’s AI‑powered tools help businesses attract leads, connect with clients, book projects, and manage payments more efficiently. With AI seamlessly integrated into every workflow, entrepreneurs can focus on their craft while scaling their businesses with confidence. Since its founding in 2013, HoneyBook has powered over 25 million client relationships and processed more than $12 billion in transactions, helping independent businesses grow faster and smarter. Our culture is built on five core values that inform everything we do. We encourage collaboration, feedback, ownership, and have a growth mindset. We know experience comes in many forms, some visible on your resume, others not. No one candidate will be a 100% perfect match to our description, so if you thrive in a fast‑paced, intellectually‑charged environment and have similar experience to what we are looking for, we encourage you to apply. About the role
We’re looking for a
Sr. Customer Success Manager - SMB/Mid‑Market
to design and run proactive customer success programs that measurably accelerate time‑to‑value, improve adoption, and drive net revenue expansion across a focused book of strategic SMB/MM customers. As a senior builder‑IC, you’ll own outcomes end‑to‑end: from onboarding and value realization to QBRs, renewals, and upsells while establishing the playbooks, instrumentation, and operating rhythm that can scale. You’ll partner closely with Product, Growth, and Member Care to turn insights into repeatable motions and proof points for future team expansion. If you love turning customer outcomes into revenue outcomes, this role is for you. This role is
hybrid to our San Francisco office, 3 days per week
and requires
occasional travel
to Tel Aviv/NY ~2×/year for planning and collaboration. Here are some things you’ll do
Own a strategic SMB/MM book of business – driving customer success through adoption, renewals, and growth with strong retention and expansion results. Deliver a standout onboarding experience that helps customers activate quickly and see value early. Design and run proactive engagement programs (like onboarding tune‑ups, adoption campaigns, and renewal prep) in partnership with our Digital Programs Lead: testing, iterating, and measuring what works. Build a smart, efficient CS system powered by data and AI to forecast retention, create/maintain QBR templates, track health, and guide customer conversations; maintain clear dashboards and follow through on key milestones. Grow your expansion pipeline and maintain disciplined forecasting and communication around opportunities and risks. Champion customer advocacy by collaborating with our community team to turn success stories into references, reviews, and case studies. Share insights that shape our product and growth strategy highlighting churn risks, feature gaps, and opportunities for improvement. Document playbooks and best practices to scale what works and help pave the way for future CSMs. Here’s what we’re looking for in a candidate
Must‑haves
Ownership & Initiative:
You take pride in building and improving – designing programs, setting clear goals, and delivering results with minimal direction while collaborating openly across teams. Commercial Mindset:
You’re confident managing renewals and expansions in an SMB/MM environment, balancing business outcomes with genuine customer advocacy. Customer Growth Focus:
You know how to turn insights into action: driving feature adoption, accelerating time‑to‑value, and helping customers realize measurable success. AI Confidence:
You use AI tools thoughtfully to scale research, personalize communication, and streamline prep – always grounded in accuracy, privacy, and human connection. Nice‑to‑haves
Analytical Clarity:
You focus on what matters most, use data to guide priorities, and communicate trade‑offs clearly. Storytelling:
You turn insights into simple, compelling stories that help teammates and leaders align quickly. Forecasting:
You maintain clean, consistent renewal and expansion forecasts, identify risks early, and collaborate to solve them. Here is what is needed
6 years of experience in Customer Success or Account Management, including work with SMB and Mid‑Market customers. You’ve managed a broad portfolio (around 100+ accounts) and understand how to balance scale with personal connection. Direct experience owning renewals and expansions with measurable impact on NRR. You know how to identify opportunities, tell a strong value story, and close with confidence. Design and refine customer programs: like onboarding tune‑ups, adoption campaigns, or renewal prep – that deliver clear results and repeatable wins. Set up lightweight forecasting systems, maintaining pipeline visibility, and tracking performance with accuracy and accountability. Comfortable using CRM and CS platforms (Salesforce, HubSpot, Gainsight, ChurnZero, or similar) and experimenting with AI‑assisted tools to improve insights and efficiency. Startup/scale experience whether building a motion from 0→1 or helping scale from 1→10, and you bring structure, curiosity, and resilience to every phase of growth. The good stuff
Mission‑driven:
You'll be joining more than just another startup. Our members’ success is at the heart of everything we do. Impact:
We move quickly and encourage every employee to push the envelope. Our best ideas come from out‑of‑the‑box thinking and innovation; be ready to fail fast and often! Compensation:
We offer a competitive salary and meaningful equity grants.
Base pay is $120k‑$145k, depending on experience and skills.
Benefits & perks:
From wellness programs to exceptional family leave policies, the health and happiness of our employees are foremost. Our core values
People come first:
We prioritize people as we explore opportunities and work through challenges. Raise the bar:
We push for greatness—for ourselves, each other, and our members. Own it:
Trust and ownership let us make decisions with confidence. We love what we do:
We bring passion to our work and love what we create for our members. Keep it real:
Authenticity, respect, and transparency are at our core. HoneyBook is an equal‑opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sex, gender identity, sexual orientation, disability, veteran status, or any other protected characteristic. We honor all candidates and are committed to a fair recruitment process.
#J-18808-Ljbffr