About the role
Customer Success Manager - SMB
Own a book of [xx-xx] SMB accounts and help each one get real results from Balto.
Role
Customer Success Manager, SMB
Location
Fully remote, U.S. only
Type
Full-time
Book
60 accounts, about $1.5M
Salary
Salary Range Base is $65k - $75k, OTE of $105k
Posted
October 23, 2026
About Balto
Balto builds AI for contact centers. We help agents in the moment, score every call so leaders don’t have to, and show teams what their customers are really saying, all in one place.
Benefits
Medical, Dental, Vision
401(k)
Unlimited PTO
Learning Stipends
About the role
Balto, a pioneering tech startup that has built a suite of AI tools for large sales and customer service teams, is seeking a talented SMB Customer Success Manager to join our team. Your mission will be to manage a portfolio of new and existing customers, making sure they have the help, resources, and insights they need to get the most out of Balto.
Our SMB team runs a scaled model. You'll own a book of customers who can reach you directly, and you'll use AI and automation to stay ahead of every account instead of relying on one-to-one outreach alone. You will be instrumental in facilitating ongoing business and fostering lasting partnerships. This is a fully remote position, offering you the flexibility to work anywhere in the U.S.
What you’ll own
Your book: 60 SMB accounts, about $1.5M in total book of business.
Renewals: the full renewal process for every account in your portfolio.
Growth: retention, expansion, and adoption across your book. These are the numbers you’ll be measured on.
Who we’re looking for
You’re an empathetic, organized, and driven customer success professional. You build strong relationships, learn how each customer’s business works, and connect what they need to the value Balto delivers. You’re also their advocate inside Balto, working with our teams to remove obstacles and spot opportunities to grow.
You may be a great fit if you:
Thrive on building trust and strong customer relationships
Enjoy solving problems and removing obstacles for customers
Are proactive, organized, and comfortable managing a large portfolio of accounts
Get excited about using AI and automation to do more for customers, not less
Love connecting customer goals to measurable outcomes and ROI
Can balance customer advocacy with business needs like renewals and expansion
Want to help build out a new initiative within Balto
Key responsibilities
Customer Relationship Management
Build strong relationships with customers and key stakeholders
Lead ongoing customer communications, including check-ins, business reviews, and renewal conversations, using a mix of one-to-one conversations and automated, scaled outreach
Develop a clear understanding of each customer's goals, needs, and success metrics
Scaled Engagement and Automation
Run automated customer plays in our customer success platform for onboarding, adoption, and re-engagement, and step in personally when an account needs it
Use AI tools to draft, review, and personalize customer emails, in-app messages and other customer engagements so every message still sounds like it came from you
Contribute to and help run our scaled programs, including a weekly tips email, live office hours, and a customer community
Spot patterns across your book and suggest new plays, content, or automations that help many customers at once
Adoption and Value Delivery
Support new and existing customers with resources, guidance, and best practices
Identify opportunities to increase product adoption and usage across customer teams
Help customers measure and communicate Balto's value, including ROI and performance impact
Partner with internal teams to ensure customers have what they need to be successful
Renewal and Expansion
Own the contract renewal process for your portfolio, including timelines, customer alignment, and execution
Identify and pursue opportunities to expand accounts through additional licenses and product add-ons
Propose pricing, product expansions, and terms for existing customers in partnership with internal stakeholders
Problem Solving and Risk Management
Proactively identify customer risks, roadblocks, and adoption challenges, using AI-driven health scores and signals to catch them early
De-escalate issues and coordinate solutions to keep customers on track
Track customer health, usage, and engagement to prevent churn and improve outcomes
What you’ll bring
3+ years of experience in Customer Success, Account Management, or a related customer-facing role
Experience managing SMB or mid-market customer relationships, ideally in a scaled or tech-touch model
Strong written and verbal communication skills
Strategic and detail-oriented thinking style
Strong organization and time management skills
Ability to analyze customer usage data and identify trends
Hands-on experience using AI tools (such as Claude or ChatGPT) in your daily work
Experience building or running automated playbooks in a customer success platform such as ChurnZero, Gainsight, or similar
Experience with change management and adoption initiatives
Working knowledge of Excel and comfort with basic data analysis
Empathetic, customer-first mindset with a passion for delivering value
Career growth
This role offers multiple paths for growth at Balto:
Senior Customer Success Manager. Take on more complex relationships and lead higher-impact renewals and expansions.
Enterprise Customer Success Manager. Manage larger implementations and deepen your strategic partnership skills.
Leadership. Grow toward a Customer Success leadership track, mentoring other CSMs and driving retention and expansion.
Our hiring process
Our process includes virtual interviews and a take-home assessment. Together, they show us how you solve problems, how you communicate, and how comfortable you are with the tools and data a CSM works with every day.
Why Balto
Six values shape how we work:
Anchor on Success. We start every task by picturing what success looks like, then set ambitious goals to get there.
Love Every Customer. Every customer, whatever their size or complexity, should feel valued and supported.
Talk Things Out. We solve problems through open, honest conversations, without the barriers of hierarchy.
Always Be Growing. Everyone owns their professional development, and our culture backs them up.
Own the Work. We take initiative, solve problems proactively, and produce results we’re proud of.
Start with Gratitude. We recognize each other’s contributions, even in tough discussions.
Choosing Balto means joining a company where your work is meaningful, your growth is encouraged, and your contributions are valued. It’s go time.
How to apply
Visit balto.ai/careers, select See Open Roles, then choose Customer Success Manager - SMB.
Equal Employment Opportunity
Balto is proud to be an Equal Opportunity Employer. We are committed to fostering an inclusive workplace where all individuals are treated with respect and have equal opportunities to succeed. We make employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law. Balto is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the hiring process.
Originally posted on Himalayas