Customer Success Manager

About Shoobx

Shoobx gets private companies ready for fundraising, exit, and beyond.

  • We are changing the way private companies fundraise by providing best-in-class equity management solutions. We’re passionate about what we do and build products that solve real problems, create clear paths to fundraising diligence, and get companies ready for acquisition or IPO, and beyond.
  • We have a bigger vision to improve the entrepreneurial ecosystem that goes beyond solving equity management and includes supporting investors in managing their firm, portfolio companies and limited partners. We do this by streamlining reporting and risk management, and storing or automating financing documents.
  • We’re poised for scale. We’re growing rapidly from a team and revenue perspective and focused on scaling through strategic testing and learning.
  • We’re a customer-first company. We’ve built our platform through partnership with our earliest clients and they are the lens through which we build, grow, make decisions. Rather than going out with marketing dollars, we invested in our product to build a solution that really works for our clients and helps them stay financing ready.
  • We support all entrepreneurs. We as an organization have made a commitment to doing what we can, in our own small way, to chip away at obstacles, and help all founders feel equally supported, regardless of gender, race, sexual identity, or dis/ability with our Underrepresented Founders Program.

About This Role

Shoobx is looking for an engaging, driven individual to join our client service team as a Customer Success Manager. This role will be part of the team that builds and maintains relationships with our clients—by helping them through onboarding, getting to know their business goals and helping them achieve those goals using Shoobx, and ensuring a smooth renewal process.

Your primary responsibility in this role will be account management. This will include building relationships with a group of companies of varying sizes and stages, identifying personas in each type of company and tailoring interactions to meet their needs, and building resources to enable our team to assist these companies at scale. Activities to support those efforts may include: developing email communications to ensure clients are making the most of their Shoobx subscription; hosting regular check in meetings with rapidly growing companies; assisting in onboarding and training of new clients; and consulting with startups as they raise funding and hit other important milestones in their company lifecycle. While this role will have primary responsibility for client relationship management, you will also be responsible for responding to customer support requests, and you’ll have the opportunity to contribute to other initiatives our client service team undertakes.


In order to excel in this role, a candidate needs excellent communication and relationship management skills, passion for helping clients use the Shoobx platform successfully, and an eagerness to create Shoobx evangelists. This individual should be curious, driven, engaging, and tech-savvy. We expect that successful candidates will have between 3-5 years of experience working in a customer success or account management role in a B2B SaaS company or startup environment, including working with executive contacts, securing renewals, and creating customer education and engagement plans.


Shoobx values people who are intrinsically motivated, have the ability to work independently, and want to grow with the company. We are especially interested in building a diverse team and maintaining a friendly, inclusive culture, so we encourage candidates from all backgrounds to apply.

Ready to take the next step?

Please submit a cover letter and resume.

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