Customer Success Associate | PipelineDeals


Customer Success Associate

Company Overview

PipelineDeals Summit 2019

About PipelineDeals

Founded in 2006, PipelineDeals is the most adopted CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships.

PipelineDeals is built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. Today, more than 18,000 users in 60 countries use PipelineDeals to gain visibility into their sales pipeline to accelerate opportunities and close more deals. Headquartered in Seattle, WA, PipelineDeals has made the annual Inc. 5000 list since 2014, recognized as one of the fastest growing companies in the U.S.

Our Values

Behind the product is a great team that diligently works together under a set of company values:

  • We are customer obsessed.
  • We are committed to the highest standards, we think big, and never settle.
  • We have a bias for action.
  • We are well-reasoned problem solvers.
  • We are positive team players.
  • Kindness and personal responsibility are in our DNA.

Our Valued Customers

The PipelineDeals Software as a Service platform is optimized for SMBs frustrated with overpriced and over-engineered CRM solutions like Salesforce. With an easy-to-use yet intuitive and robust CRM solution, SMBs gain a competitive advantage when they go up against more established companies or enter a market for the first time.

PipelineDeals' users win because they can easily adopt and use PipelineDeals sales automation tools and always have access to world-class customer service. Ninety-eight percent of PipelineDeals accounts renew every year.

Where We're Going

PipelineDeals has been carefully designed with salespeople and account managers in mind and how to make their jobs easier. From that commitment, the PipelineDeals team is continually improving functionality to meet changes and needs in the industry. For example, the software takes into account the prevalence of big data and the insights that sales leaders want to achieve. As a result, PipelineDeals has the power to help our clients shape customer experiences in more compelling and useful ways. To stay true to the ease-of-use experience PipelineDeals is known for, UX and product design will continue to play a central role in future product strategy.

PipelineDeals understands that the pace of change in technology is accelerating at incredible rates and is committed to meet the needs of multiple generations of users to remain the most adopted CRM in the SMB market today.

Customer Success Associate

Location: USA remote, Eastern Standard Time work hours

CSA’s will work closely and collaborate with Customer Success Managers to strategically target opportunities for growth within the PipelineDeals customer base. The CSA will develop a deep knowledge of the accounts they support, as well as their business needs to drive revenue growth for PipelineDeals.


  • Serve as the primary interface to manage and resolve any critical situations
  • Work closely with the CSMs to build your pipeline and strategically expand customer accounts
  • Make outbound calls and emails to you SMB customer base
  • Recognize growth opportunities within client accounts, identify and qualify key decision makers, and provide training and condensed EBR’s to SMB accounts
  • Work with a strong sense of urgency to meet and exceed daily/monthly expansion/churn KPI’s
  • Use usage patterns to gain insights, provide guidance and increase customer satisfaction
  • Exceed all performance targets, including maintaining high renewal percentage for your key customers


  • Previous customer success experience and/or customer support in the SaaS industry
  • Ability to build credibility and trust by understanding and addressing customer requirements
  • Must be dependable, outgoing, positive and work well in a team environment.
  • Strong communication skills (written, verbal, presentation), with the ability to explain technical subjects to non-technical end user personnel
  • Ability to build a solid rapport and develop professional relationships with customers and colleagues
  • Creative and well-reasoned problem solver with a demonstrated ability to think on your feet
  • CRM experience
  • Familiarity with helpdesk tools like HelpScout


PipelineDeals offers generous performance incentives with the ability to earn bonuses dependent on meeting team goals, flexible PTO, health benefits and 401(k).More importantly this is your opportunity to join a company where our culture is shaped around our culture and strong company core values.

How to Apply

If you think you are a good match, please submit your resume and a cover letter explaining how you exemplify one of our core values in your daily life by using the link below:

Apply now

Statement of Diversity

PipelineDeals is an equal employment opportunity employer. Every Pipeliner has the right to work in surroundings that are free from all forms of unlawful discrimination. The Company will not engage in or tolerate any discrimination in the workplace prohibited by local, state or federal law. Specifically, no Pipeliner will be treated differently or less favorably on the basis of their race, sex/gender, religion/creed, pregnancy, age, physical or mental disability, marital status, national origin, genetics/genetic markers, military or Veterans status, sexual orientation or any other characteristic protected by applicable federal, state or local law.

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