<h3>The Role</h3><div>Cloverleaf transforms how teams understand themselves and each other <strong>— and customer success is where that impact grows. </strong>As a Customer Success Manager, you’ll serve as a <strong>strategic partner to HR, Learning &amp; Development, and People leaders</strong>, helping them deeply embed Cloverleaf into their most important talent initiatives and business processes.<br><br></div><div><em>Because this role spans enterprise, mid-market, and coach/partner accounts, we’re seeking someone with </em><strong><em>3–5 years of B2B SaaS customer success or account management experience </em></strong><em>who can own the strategic customer journey focusing on adoption and expansion, and operate with confidence across diverse customer environments.<br></em><br></div><div>This is far more than a relationship management role. You’ll think like a consultant and approach every account with a <strong>land-and-expand mindset</strong>; driving the kind of deep, durable adoption that naturally opens doors to new use cases, new stakeholder groups, and revenue growth.<br><br></div><h3><strong>What You'll Do</strong></h3><div>You’ll be the trusted strategic advisor helping customers get maximum value from Cloverleaf — and grow their partnership over time.<br><br></div><ul><li><strong>Own a diverse book of business </strong>across enterprise, mid-market, and coach/partner segments, serving as the primary point of contact and trusted advisor throughout the customer lifecycle</li><li><strong>Build deep, multi-threaded relationships </strong>with HR leaders, L&amp;D professionals, People Operations teams, and executive sponsors to understand their business priorities and organizational challenges</li><li><strong>Act as a strategic consultant </strong>who maps Cloverleaf’s capabilities to customers’ existing workflows from onboarding programs and leadership development tracks to manager enablement, performance cycles, and engagement strategies</li><li><strong>Develop and execute tailored success plans </strong>anchored to measurable business outcomes: reduced time-to-productivity, stronger collaboration scores, improved 360 feedback results, and more</li><li><strong>Drive land-and-expand growth </strong>within each account: start with deep adoption in an initial team or use case, then leverage that success to expand into new business units, stakeholder groups, and initiatives</li><li><strong>Proactively identify expansion opportunities </strong>by connecting evolving customer needs to additional Cloverleaf use cases, positioning the platform as an integral part of the customer’s people strategy, not a standalone tool</li><li><strong>Monitor customer health metrics and usage data </strong>to identify risk signals and growth opportunities, using AI-powered tools and data-driven insights to prioritize outreach and deliver timely interventions</li><li><strong>Lead strategic business reviews and executive check-ins </strong>that go beyond usage reporting to demonstrate tangible business impact, surface recommendations, and plant seeds for expansion</li><li><strong>Collaborate cross-functionally </strong>with Implementation Specialists, Support, Sales, and Product to ensure seamless handoffs, resolve issues quickly, and relay customer feedback that shapes the roadmap</li><li><strong>Track and report on key CS metrics </strong>including Net Revenue Retention, logo retention, NPS, adoption milestones, and health scores — using data to drive strategy and demonstrate impact</li></ul><div><br></div><h3>Who You Are</h3><div>You’re consultative, curious, and energized by helping customers succeed. You can zoom out to understand a customer’s business strategy and zoom in to solve the adoption challenge in front of you. You love building relationships, connecting the dots, and making a real difference in how organizations develop their people.<br><br></div><div>You’ll thrive in this role if you:<br><br></div><ul><li>Think and communicate like a strategic partner and can influence stakeholders from end users to C-suite executives</li><li>Are naturally consultative and ask thoughtful questions that uncover what customers actually need to succeed</li><li>Get energized by connecting business problems to platform solutions and articulating the <em>why</em> behind every recommendation</li><li>Stay calm and adaptable when priorities shift (they will!), and know how to keep accounts on track through ambiguity</li><li>Love using data, AI tools, and automation to work smarter and deliver more proactive, personalized outreach at scale</li><li>Work well across teams and communicate clearly whether you’re presenting in an executive QBR or collaborating with Product on a feature request</li></ul><div><br></div><h3>What You Bring</h3><div><strong><br>Required</strong></div><ul><li>3–5 years of experience in <strong>Customer Success, Account Management, or a strategic client-facing role </strong>within B2B SaaS</li><li>Demonstrated ability to <strong>manage and grow a portfolio of accounts </strong>with a land-and-expand approach owning renewals, identifying expansion opportunities, and driving revenue growth</li><li>Track record operating as a strategic partner with strong <strong>consultative and strategic thinking skills</strong>, with the ability to understand a customer’s business landscape and influence stakeholders at all levels</li><li>Outstanding <strong>written and verbal communication skills</strong>, with a confident customer-facing presence in business reviews, executive conversations, and cross-functional sessions</li><li>Ability to interpret and act on <strong>customer health data, usage analytics, and AI-driven insights </strong>(e.g., predictive churn signals, engagement scoring) to drive proactive account strategies</li><li>Experience guiding customers through <strong>organizational change</strong>, including stakeholder alignment, user adoption strategies, and embedding new tools into established workflows</li><li>Comfort operating in a <strong>fast-paced startup environment </strong>where resourcefulness, adaptability, and ownership are essential</li></ul><div><strong><br>Preferred</strong></div><ul><li>Experience in a <strong>SaaS startup environment</strong>, with familiarity with the pace, ambiguity, and opportunity of high-growth companies</li><li>Background in or deep familiarity with <strong>Human Resources, Talent Development, Learning &amp; Development, or Organizational Development</strong></li><li>Experience with <strong>behavioral assessments or personality frameworks </strong>(e.g., DISC, Enneagram, CliftonStrengths, 16-Types) or coaching methodologies</li><li>Experience with <strong>Customer Success Platforms </strong>(e.g., Vitally, ClientSuccess, Gainsight, ChurnZero) and CRM tools (Salesforce, HubSpot)</li><li>Exposure to <strong>AI applications in customer experience</strong>, including predictive analytics, automated engagement tools, or AI copilots</li><li>Experience using <strong>data visualization or BI tools </strong>(e.g., Looker, Tableau, Sigma, Omni) to communicate customer outcomes and portfolio health</li></ul><div><br></div><h3>Success in this Role</h3><ul><li><strong>Cloverleaf is embedded into customers’ core people processes,</strong> not treated as an add-on, resulting in deep, durable adoption that naturally creates expansion opportunities.</li><li><strong>Accounts consistently grow over time through a land-and-expand motion:</strong> initial deployments expand into new departments, use cases, and stakeholder groups, directly contributing to revenue growth.</li><li><strong>Customers can clearly articulate how Cloverleaf contributes to their business outcomes</strong> whether that’s improved team performance, stronger leadership pipelines, faster onboarding, or higher engagement scores.</li><li><strong>Net Revenue Retention and logo retention targets are met or exceeded quarter over quarter,</strong> with expansion revenue driven by adoption-led growth rather than transactional upsells.</li><li><strong>Customers are engaged advocates</strong> who participate in case studies, referrals, and community activities because they see Cloverleaf as a true strategic partner.</li><li><strong>Customer health scores improve across the portfolio,</strong> with proactive interventions reducing churn risk before it escalates.</li><li><strong>Cross-functional collaboration is seamless,</strong> with clear feedback loops between CS, Product, Sales, and Implementation that improve the overall customer journey and inform product strategy</li></ul><div><br></div><h3>How We Unleash You to Do Your Best Work</h3><ul><li>Flexible PTO and work schedule - with a minimum of 2 full weeks off per year</li><li><em>Company paid</em> full benefits, including medical, dental, vision, life insurance, and more!</li><li>Recognition rewards and monthly stipend for wellness, technology, pet care, or student loans</li><li>Macbook and home-office set-up stipend</li><li>401k benefits including a match with immediate vesting</li><li>Truly values-driven team (ask us about it!)</li></ul><div><br><br></div><h3>Who We Are</h3><div>Cloverleaf connects siloed HR data and team collaboration tools to deliver personalized, actionable development at scale. Built on validated assessments like DISC, Enneagram, CliftonStrengths, and 16 Types, plus real-time insights, it strengthens team alignment, communication, and performance for over 30,000 teams worldwide.<br><br></div><div><strong><em>Cloverleaf is on a mission to unleash people to do their best work.&nbsp;<br></em></strong><br></div><div><em>We believe that people should be passionate and engaged with the work that they are doing, starting with our own team.</em></div>

Customer Success Manager

<div><strong>Who We Are&nbsp; </strong><br>Servant Keeper is on a mission to multiply ministry impact. <br>&nbsp;<br>We’re not just a software company — we’re a mission partner to the 30,000+ churches and nonprofits we serve. Every feature we build, every phone call we make, and every relationship we nurture helps ministry leaders focus less on admin and more on what matters most — serving their people.&nbsp; <br>&nbsp;<br>Our software and support equip thousands of faith-based organizations with tools that are powerful, easy to use, and backed by a team that truly cares. We’re building toward an ambitious growth goal, and we’re doing it with passion and purpose.&nbsp; <br>&nbsp;<br>Our Core Values aren’t just wall art — they’re how we operate:&nbsp; <br>&nbsp;<br>🙌 Servant Heart – We lead by serving first&nbsp; <br>💪 Grit – We find a way, even when it’s hard&nbsp; <br>🚀 Never Satisfied – We improve relentlessly&nbsp; <br>🤝 Community – We are better together&nbsp; <br>✅ Do What You Say – Integrity is non-negotiable&nbsp; <br>&nbsp;<br><strong>What You’ll Do&nbsp; </strong><br>&nbsp;<br>As a Customer Success Manager (CSM), you will drive growth within our current customer base by joining one of our Success teams focusing on attaching giving, increasing giving volume or identifying upsell opportunities for our ministry partners. You will work closely with our partners to develop relationships, understand needs, identify opportunities for expansion, and provide solutions that enhance their overall success with our ChMS and Giving solutions. As a CSM at Servant Keeper, culture and compassion are paramount - you will work directly with church &amp; non-profit leaders and staff to identify their needs and share how our solution and partnership will help their ministry to thrive. You’ll do this by collaborating and engaging cross-functionally:&nbsp;<br><br></div><ul><li>Work closely with Sales, Support, Marketing, and Product teams to align on strategies, share insights, and ensure partner success across departments.&nbsp;</li><li>Participate in cross-functional initiatives to improve partner experiences and streamline upsell processes.&nbsp;<br><br></li></ul><div>You will initially focus on one of the following areas:&nbsp;<br><br>1. Attach Giving to Existing ChMS Partners&nbsp;</div><ul><li>Actively manage a reactive and proactive giving attachment pipeline to help exiting partners reach their ministries financial goals.&nbsp;</li></ul><div>2. Increase Giving Volume&nbsp;</div><ul><li>Engage partners to help grow their ministry by increasing overall giving volume. &nbsp;</li><li>Collaborate to develop strategies to future driving giving attachment and usage.&nbsp;</li></ul><div>3. Upsell &amp; Expand Current Partner Relationships&nbsp;</div><ul><li>Manage a reactive and proactive upsell and add-on pipeline respond in a timely and effective manner by discovering partner needs and selecting additional products to drive value for their ministry.&nbsp;</li><li>Develop and maintain strong relationships with key decision-makers, leveraging those connections to secure new business and additional product adoption.&nbsp;<br><br></li></ul><div><br><strong>What You Bring &nbsp;<br></strong><br></div><ul><li>Proven experience in customer success, sales, or account management, ideally with a focus on upselling or expansion.&nbsp;</li><li>Strong understanding of giving products or services (experience in nonprofit, church, or faith-based sectors is a plus).&nbsp;</li><li>Excellent communication and presentation skills, with the ability to create and deliver impactful webinar content.&nbsp;</li><li>Highly organized with the ability to manage multiple partner relationships and projects simultaneously.&nbsp;</li><li>Results-oriented mindset with a track record of driving growth and achieving sales goals.&nbsp;</li><li>Proficient in CRM systems and sales tools (e.g., Salesforce, HubSpot) and webinar platforms (e.g., Zoom, GoToWebinar).&nbsp;<br><br></li></ul><div><strong>What You Get &nbsp;<br></strong><br></div><ul><li>A mission-driven role where your work truly matters &nbsp;</li><li>Competitive pay&nbsp;</li><li>A team that’s purpose-first and people-always&nbsp;</li><li>For Full-Time Employees:&nbsp;</li><li>Unlimited Paid Time Off&nbsp;</li><li>Competitive medical, dental, and vision insurance&nbsp;</li><li>Short term and Long Term disability insurance&nbsp;</li><li>Life insurance&nbsp;</li><li>HSA and FSA options&nbsp;</li><li>401(k) with company match&nbsp;</li><li>Access to wellness resources&nbsp;</li></ul>

<div>Ministry Brands is looking for <strong>a Principal Product Marketing Manager </strong>to join our growing team!&nbsp;</div><div><br><strong>Who we are</strong>&nbsp;</div><div>Ministry Brands is a leading provider of SaaS operational management systems, payments platforms, digital engagement tools and background screening solutions for faith-based, non-profit and for-profit organizations. We serve more than 95,000 customers as a trusted partner in digital transformation and enablement – advancing missions, driving efficiencies, and building engaged communities for more than four decades. The diverse and real-world experiences of our team members serving their communities makes us stronger together and enhances our ability to advance digital transformation for the greater good.   &nbsp;</div><div><br>The following locations in the Southeast region are approved remote working locations for this role: Georgia, Tennessee, North Carolina, South Carolina, Alabama, Mississippi, and Florida. &nbsp;</div><div><br><strong>What You'll Do:</strong>&nbsp;</div><div>Reporting to the Senior Director of Product Marketing, you will work collaboratively to position our products effectively, create compelling value propositions and messaging, and enhance awareness, demand, and adoption. This is a senior individual contributor role that leads through expertise, judgment, and influence, not formal people leadership.&nbsp;</div><div><br>The Principal Product Marketing Manager is a senior, high-impact individual contributor responsible for strengthening commercialization across priority growth initiatives. This role will drive go-to-market strategy, positioning, messaging, market clarity, and sales readiness across key solution areas and cross-vertical motions, with particular focus on donor-related opportunities and the commercial inputs that improve pipeline and revenue performance. This person will lead through expertise, judgment, and influence, not formal people management.&nbsp;</div><div><br><strong>Go-to-Market Strategy &amp; Product Launches</strong>&nbsp;</div><ul><li>Own end-to-end commercialization strategy and go-to-market planning for priority initiatives across key solution areas, including launch strategy, audience definition, value story, readiness, and GTM handoff.&nbsp;</li><li>Partner with Product, Sales, Demand Generation, and leadership to prioritize the highest-value plays where stronger positioning, segmentation, packaging, or enablement can improve pipeline performance fastest.Develop launch plans that align product, sales, customer success, and marketing around a shared strategy and timeline.&nbsp;</li><li>Define success metrics for launches and track performance to optimize results over time.</li></ul><div><br><strong>Market Definition, Segmentation &amp; Commercialization Planning</strong>&nbsp;</div><ul><li>&nbsp;Define and refine TAM, ICP/JTBD, segmentation, buyer, and use-case clarity for priority growth plays, in partnership with leadership, RevOps, and Product.&nbsp;</li><li>Identify where current market assumptions are weak, where sharper targeting is needed, and where additional research would improve commercial decision-making.&nbsp;</li><li>Translate market and segment insight into clear commercialization implications for demand generation, sales, packaging, and go-to-market strategy. &nbsp;</li></ul><div><br><strong>Positioning &amp; Messaging</strong>&nbsp;</div><ul><li>Develop differentiated, audience-specific positioning and messaging frameworks for faith-based buyers; including church administrators, parish business managers, diocesan leaders, and ministry staff.&nbsp;</li><li>Translate complex product capabilities into clear, benefit-driven narratives that resonate with both Protestant and Catholic audiences.&nbsp;</li><li>Maintain a messaging architecture that is consistent across channels and evolves with the market.&nbsp;</li><li>Create and refine positioning and message frameworks for priority initiatives, ensuring each motion clearly defines the customer problem, differentiated value, proof, and why now.&nbsp;</li></ul><div><br><strong>Competitive Intelligence &amp; Market Insights</strong>&nbsp;</div><ul><li>Track competitors, market shifts, buyer behavior, and commercial trends within the faith-based software market.&nbsp;</li><li>Conduct win/loss analysis and synthesize market insight to inform positioning, sales strategy, and prioritization decisions.&nbsp;</li><li>Develop commercial insight that helps the business focus on the right segments, motions, and differentiated value stories.&nbsp;</li></ul><div><br><strong>Sales Enablement</strong>&nbsp;</div><ul><li>Develop strategic sales narratives, core enablement materials, and messaging frameworks that equip Sales to win priority opportunities, in partnership with the appropriate teams.&nbsp;</li><li>Partner closely with Sales leadership to understand buyer objections, pipeline dynamics, and competitive challenges.&nbsp;</li><li>Deliver training sessions and messaging workshops to ensure consistent positioning in the field.&nbsp;</li></ul><div><br><strong>Customer &amp; Audience Understanding</strong>&nbsp;</div><ul><li>Conduct qualitative and quantitative research; including customer interviews and surveys to build rich personas and buyer journey maps.&nbsp;</li><li>Surface customer and market insight that informs product strategy, commercialization decisions, segmentation, messaging, and campaign focus.&nbsp;</li><li>Clarify audience distinctions that help Demand Gen and Sales target more precisely and avoid overly broad go-to-market execution.&nbsp;</li></ul><div><br><strong>Content &amp; Campaign Partnership</strong>&nbsp;</div><ul><li>Partner with Demand Generation and Content to improve campaign performance through sharper audience focus, stronger message-market fit, and clearer commercialization inputs.&nbsp;</li><li>Review and provide strategic input on external content: emails, landing pages, webinars, and thought leadership to ensure strong messaging.&nbsp;</li><li>Serve as the subject matter expert for your product areas across all marketing channels.&nbsp;</li></ul><div><br><strong>Cross-Functional Leadership</strong>&nbsp;</div><ul><li>Act as a strategic connector across Product Management, Sales, Demand Generation, Customer Adoption, RevOps, and Marketing to improve alignment on priority commercial initiatives.&nbsp;</li><li>Influence without authority by driving clarity, decision-making, and momentum across a matrixed organization.&nbsp;</li><li>Help raise the quality and consistency of commercialization work through frameworks, standards, and strong cross-functional partnership, not formal team leadership.&nbsp;</li></ul><div><br><strong>Commercialization Process &amp; Operating Rigor</strong>&nbsp;</div><ul><li>Create and improve repeatable PMM frameworks and templates that strengthen commercialization quality across priority initiatives.&nbsp;</li><li>Help define the minimum PMM inputs needed for launches and growth motions, including TAM, ICP, positioning, messaging, proof, readiness, and handoff.&nbsp;</li><li>Clarify where PMM should engage upstream versus downstream to improve efficiency and avoid reactive, low-value work.&nbsp;</li></ul><div><br><strong>Who You Are:</strong>&nbsp;</div><ul><li>7+ years of B2B product marketing experience, with at least 3 years in SaaS.&nbsp;</li><li>Bachelor’s degree in marketing or business, or an equivalent combination of education and experience&nbsp;</li><li>Demonstrated track record owning GTM strategy and execution across multiple product lines.&nbsp;</li><li>Strong positioning and storytelling skills with the experience to take in ideas from a broad set of stakeholders and narrow them down to a sharp and concise message.&nbsp;</li><li>Experience translating complex or technical products into accessible narratives for non-technical buyers.&nbsp;</li><li>Experience defining or refining TAM, ICP, segmentation, and buyer/use-case clarity to improve go-to-market effectiveness.&nbsp;</li><li>Demonstrated success improving commercialization quality through positioning, messaging, readiness, and cross-functional influence.&nbsp;</li><li>Experience creating repeatable frameworks, templates, or operating standards that improve product marketing consistency and execution.&nbsp;</li><li>A strategic thinker with a strong bias for execution – proven track record of leading and delivering results in high-growth environments.&nbsp;</li><li>Strong analytical capabilities and attention to detail – constantly analyzing results and seeking continuous improvement.&nbsp;</li><li>Superb project management skills and confidence to work within a dynamic environment – when priorities change rapidly, you’re able to adapt quickly.&nbsp;</li><li>Comfortable working with and presenting to senior leadership.&nbsp;</li><li>Working knowledge of modern tech stack tools: Salesforce, Project Management Tools (e.g., Monday.com), SharePoint, Power BI, Microsoft Suite, and more.&nbsp;</li></ul><div><br><strong>Preferred Qualifications</strong>&nbsp;</div><ul><li>Experience marketing to faith-based organizations, nonprofits, or mission-driven organizations.&nbsp;</li><li>Background marketing complex B2B SaaS solutions across multiple product areas, verticals, or commercial motions, ideally within faith-based, nonprofit, or mission-driven markets.&nbsp;</li><li>Experience at a company in the $100M–$500M revenue range navigating growth-stage complexity.&nbsp;</li></ul><div><br><strong>Benefit offerings designed to promote a life of balance!  </strong>&nbsp;</div><div>At Ministry Brands, we recognize that your career is just one important piece of your dynamic life. We offer a robust range of benefit offerings designed to cultivate a lifestyle of balance and personal success.  <br>  <br><strong>Robust healthcare options</strong> – Options include a plan that is 100% covered by Ministry Brands for employee only coverage as well as a generous HSA contribution by the company. Employees have several healthcare options to choose from in order to find what works best for them. &nbsp;</div><div>&nbsp;</div><div><strong>Flexible paid time off – </strong>There is no perfect, one size fits all balance between work and home. We provide flexible work schedules, PTO for vacation, and up to 80 hours of paid sick/safe leave. We also feature 11.5 days of fully paid holidays!  &nbsp;</div><div>&nbsp;</div><div><strong>Paid parental leave</strong> – Adding a new child to the family is a big adjustment! We provide the time and income to allow parents to adjust to their new normal in the healthiest way possible.  &nbsp;</div><div>&nbsp;</div><div><strong>Mental health support </strong>–<strong> </strong>Ministry Brands is a stigma free company with the National Alliance on Mental Illness. Associates are supported through an Employee Assistance Program which provides access to in-person or virtual counseling at no cost.  &nbsp;</div><div>&nbsp;</div><div><strong>Professional development reimbursement </strong>–<strong> </strong>Ministry Brands aims to support your professional development and empower you to drive your career by providing financial assistance to our associates seeking to further their education and career. &nbsp;</div><div>&nbsp;</div><div><strong>Employee Recognition &amp; Rewards - </strong>At Ministry Brands, we use Nectar to celebrate achievements and strengthen our culture of recognition. This social platform empowers employees to send meaningful kudos, award points redeemable for rewards, and highlight contributions that exemplify our values. Through Nectar, we foster engagement and appreciation while providing tangible ways to recognize great work.&nbsp;</div><div>&nbsp;</div><div>Ministry Brands is committed to acknowledging and valuing our employee differences and to creating an environment in which every individual’s unique strengths and abilities are developed and valued. Our employees share in the responsibility for creating this environment and demonstrate mutual respect and acceptance in the workplace. We welcome everyone and are dedicated to creating a culture where all our employees have equal opportunity to be heard and reach their full potential.  &nbsp;</div><div>&nbsp;</div><div>Ministry Brands is proud to be an Equal Employment Opportunity Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.&nbsp;</div>

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