Customer Success Manager
Description
Who We Are
Catalis is a leading government Software as a Service (SaaS) and integrated payments provider, powering a wide range of government operations at the municipal, county, state, and federal levels. Our innovative solutions are designed to streamline processes, enhance efficiency, and improve the delivery of government services to the public. At Catalis, we are committed to leveraging technology to make government interactions simpler, faster, and more accessible.
The Opportunity
This role is for builders, fixers, and change makers—not caretakers of pristine accounts. If you are energized by complexity, motivated by turnaround stories, and comfortable leading customers through change, you will thrive here.
You will work with customers at varying stages of maturity, some of whom are navigating operational challenges related to legacy technology, historical service experiences, and process gaps. Your mission is to stabilize relationships, rebuild confidence, and help customers progress toward more modern, scalable solutions.
Success in this role requires resilience, creativity, and the ability to think on your feet. You will frequently operate without a playbook, navigating ambiguity while guiding customers from legacy, on-premise solutions toward modern SaaS offerings. This role is equal parts relationship builder, problem solver, translator, and change leader.
What You Will Do
Customer Retention & Relationship Management
- Own a portfolio of complex customer relationships and serve as the primary point of accountability for the overall experience
- Manage escalations related to support, billing, invoicing, and legacy system limitations, partnering across teams to drive resolution
- Identify retention risks and take proactive steps to stabilize accounts and rebuild confidence
- Lead account conversations focused on clarity, progress, and next steps—even in ambiguous or under-documented environments
Customer Growth & Modernization
- Build trusted relationships with customer stakeholders through consistency, transparency, and follow-through
- Guide customers from legacy, on-premise solutions toward modern SaaS offerings
- Identify and advance expansion and upsell opportunities aligned to customer needs and platform strategy
Execution & Collaboration
- Operate independently and make sound decisions with incomplete information
- Collaborate cross-functionally with Support, Product, Finance, Sales, and Engineering to move customer issues forward
- Support onboarding, renewals, and ongoing engagement to ensure continuity of service
