Portless Logo

Portless

Customer Success Manager

Posted One Month Ago
Remote
Hiring Remotely in United States
Mid level
Remote
Hiring Remotely in United States
Mid level
Own a portfolio of merchants across adoption, value realization, expansion, and renewal. Lead success plans, monitor operational KPIs, conduct business reviews, identify upsell opportunities, mitigate churn risk, manage escalations, and advocate for customers across Operations, Product, and Engineering. The role requires fulfillment or e-commerce expertise, analytical ability, executive communication, and experience driving customer growth and retention outcomes.
The summary above was generated by AI

About Portless

Portless is a dynamic and innovative 3PL provider revolutionizing how businesses manage their Direct Supply Chain. We help merchants deliver a seamless post-purchase experience through fast, reliable fulfillment and logistics—so they can grow with confidence.

About the Role 

As a Customer Success Manager, you will own a portfolio of merchants and drive the full customer success flywheel: Adopt → Realize Value → Expand → Renew with Confidence This is not a "ticket routing" role. You are a strategic partner in your merchant's growth. You will be accountable for customer outcomes by proactively driving adoption, identifying paths to improve operational performance, and introducing services that deepen value. You will bridge the gap between merchant goals and operational reality, ensuring our delivery is both successful and scalable.

What You’ll Own (Responsibilities)

1. Adoption & Enablement

  • Lead Post-Launch Success: Ensure merchants reach operational "go-live" and early stability through rigorous success plans.
  • Drive Feature Adoption: Align merchant objectives with Portless capabilities to ensure they are utilizing the full potential of our platform.

2. Value Realization & Outcomes

  • KPI Operationalization: Define success for each account (speed, cost, delivery experience) and translate it into measurable performance metrics.
  • Proactive Health Monitoring: Use leading indicators like volume trends and exception rates to prevent issues before they impact the merchant.
  • Strategic Business Reviews: Lead MBRs/QBRs that prove value and align on priorities for the upcoming quarter.

3. Expansion via Services & Upsells (Expand)

  • Outcome-Driven Solutioning: Identify opportunities to improve merchant growth through value-added services such as order protection and inventory financing.
  • Build Business Cases: Conduct discovery and scope solutions that demonstrate clear ROI for the merchant.
  • Repeatable Expansion Plays: Contribute to internal playbooks for service-led growth.

4. Renewal & Risk Leadership

  • Forecasting & Mitigation: Identify churn risks early and build internal alignment to deliver risk mitigation plans.
  • Escalation Management: Act as the senior point for complex concerns, driving root cause identification and corrective actions.

5. Cross-Functional Leadership

  • Internal Advocacy: Be the "voice of the merchant" while balancing operational constraints; drive accountability across Operations, Product, and Engineering.
  • Feedback Loops: Identify recurring friction and provide structured feedback to the Product team to influence the roadmap.

Success Metrics (What “Good” Looks Like)

  • Retention: Gross Retention Rate and Churn Risk Reduction.
  • Adoption: Achievement of early-stage adoption milestones.
  • Growth: Service attach rate and influenced upsell pipeline.

Qualifications

  • Fluent in English: Exceptional written and spoken communication for an executive audience.
  • 3+ Years in Customer Success: Proven experience owning renewals and growth outcomes in a relatable AM/CS role.
  • Domain Expertise: Strong fulfillment, shipping, or e-commerce operations knowledge (3PL experience strongly preferred).
  • Analytical Mindset: Able to interpret operational data, find trends, and turn insights into action plans.1
  • Selling Comfort: Experience with services-led discovery and value articulation.

Values & Ways of Working

  • Extreme Ownership: A "Merchant-First" mentality with a kind-and-caring team orientation.
  • Judgment & Precision: Knows when to be strategically bold and when to be operationally precise.
  • Scalability: Focuses on building repeatable systems rather than one-off heroics.6

Ideal Candidate Profile 

You are tired of "surface-level" CS roles and want to own the entire lifecycle of a physical product’s journey. You are a systems-thinker who hates "one-off heroics" and would rather build a playbook that solves a problem for 100 merchants at once. You are strategically bold enough to challenge a merchant's assumptions but operationally precise enough to ensure their packages arrive on time.

Similar Jobs

4 Hours Ago
In-Office or Remote
Mid level
Mid level
HR Tech • Information Technology • Software
Own retention and renewals for a scaled portfolio of partner-referred B2B SaaS accounts. Prioritize account health and revenue risks, run onboarding and engagement programs, coordinate payroll, benefits, billing, compliance, and support issues, and identify expansion opportunities. The role also helps develop playbooks, health criteria, automation, and scalable customer success processes.
Top Skills: Ai ToolsAutomationCRMSalesforce
Yesterday
In-Office or Remote
Mid level
Mid level
Fintech • Insurance • Software • Analytics
Manage customer onboarding, training, implementation, adoption, post-launch support, renewals, and expansion opportunities for a SaaS platform. Build trusted customer relationships, monitor engagement and health metrics, gather feedback, troubleshoot technical issues, coordinate with internal teams, develop customer success materials, and provide insights to improve products and processes.
Top Skills: ChurnzeroClientsuccessCRMExcelMicrosoft Office SuiteMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSaaSSalesforce
Yesterday
Remote
74K-119K Annually
Senior level
74K-119K Annually
Senior level
Artificial Intelligence • Cloud • Social Impact • Software • Wearables
Manages strategic enterprise customer relationships, onboarding, adoption, success planning, renewals, escalations, and value realization. Serves as the primary customer contact, coordinates Sales, Support, Professional Services, Legal, Product, Marketing, and Training teams, tracks product adoption and engagement, leads business reviews, identifies expansion opportunities, and delivers customer feedback to influence product roadmaps.

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account