About Intellistack At Intellistack, we're committed to revolutionizing the way organizations collect information, automate workflows, and create seamless digital experiences. Founded with the belief that work should be simplified, Intellistack has grown into a leading provider of powerful, no-code productivity solutions that help teams do more with less. Across thousands of organizations worldwide, our tools and platform empower users to quickly build custom forms, automate document generation, capture eSignatures, and streamline data-driven processes—all without needing to write a single line of code. With intuitive solutions that put power in the hands of everyday users, we make it easier to build, automate, and optimize processes at scale. Who We Are At Intellistack, we don’t do status quo. We move fast, think deep, and build what’s next—powered by people, supercharged by AI. We’re a team of builders: curious, driven, and relentless about solving the real problem. Around here, feedback is fuel, clarity wins, and change is the default setting. If you’re hungry to grow and ready to leave a dent, you’ll fit right in. About the Role As a Customer Success Manager at Intellistack, you will own the post-sale relationship with a portfolio of customers, acting as their primary advocate and partner. You’ll help customers realize maximum value from our platform, guiding them through best practices, new features, and strategic alignment to ensure their success. You’ll be joining a fast-moving, customer-centric team where feedback is fuel and your work directly impacts customer outcomes. What You'll Do

• Oversee onboarding and ensure successful implementation for new accounts.
• Guide existing accounts to maximize value and efficiency with Intellistack’s platform.
• Monitor account health, proactively identifying risk and opportunity.
• Develop success plans and business reviews that align with customer goals.
• Build consultative relationships with executive sponsors and stakeholders.
• Drive adoption, license utilization, and identify expansion opportunities.
• Act as a customer advocate internally across Product, Sales, Engineering, and more.
• Lead strategic check-ins and Adoption Reviews to drive customer alignment.
• Educate customers on available resources like training, certifications,

and webinars.

• Partner with Sales to support retention and contract cycles.
• Manage renewals in accounts that are assigned.
• Maintain accurate data on all interactions using Salesforce and other tools.
• Meet account performance objectives including churn reduction

and upsell targets. What You'll Bring

• 2+ years of experience as a Customer Success Manager in a SaaS environment.
• Strong knowledge of SaaS platforms and digital ecosystems.
• Background in Product Management,

Consulting, Data/Financial Analysis preferred.

• Exceptional communication,

presentation, and relationship-building skills.

• High attention to detail,

organization, and follow-through.

• Comfort with cross-functional collaboration

and strategic thinking.

• Willingness to travel periodically as needed.