Swiftly is a retail digital technology company headquartered in the Bay Area that empowers regional and independent grocers to compete in a digital-first world. Swiftly provides best-in-class app, web, loyalty, and e-commerce solutions to retailer partners without SaaS fees, instead driving revenue through its retail media network and sharing profits with retailers.
With 70+ retailer banners and Series C funding, Swiftly is the first in the industry to seamlessly connect digital and in-store shopping. AI is at the core of how we build, operate, and scale, powering everything from shopper personalization to internal engineering velocity. Our solutions, including Audience Optimizer™, Alcohol Cashback, and Offsite Campaigns, drive shopper engagement and brand success.
Position Summary:
Swiftly is searching for a Customer Success Manager (CSM) owns the post-sale relationship for a portfolio of grocery retailers. This role will serve as the primary strategic partner, driving onboarding, adoption, performance, retention, and expansion across Swiftly’s product suite.
The CSM blends relationship management, operational execution, and data-driven insights, working cross functionally with Implementation, Product, Sales, Support, and Media teams to ensure customers are successful, supported, and growing. As a part of this book of business, this customer success manager will be available onsite for key customer work and strategy, traveling 30% of the time.
Own the end-to-end post-implementation relationship for mixed book of business for retailer accounts
Act as the primary point of contact and trusted advisor for customer stakeholders to drive value from Swiftly’s core products
Develop account success plans aligned to retailer goals, KPIs, and revenue targets
Proactively identify risks, opportunities, and optimization paths
Drive product adoption across Swiftly solutions (apps, web, retail media, audience optimizer) - track the success
Evangelize customers knowledge of product services and advise them on how to grow their marketing programs
Ensure customers understand and realize measurable value from the platform
Lead regular business reviews (QBRs / MBRs) focused on performance, insights, and roadmap alignment
Drive feedback, discovery and outcomes
Translate data into clear, actionable recommendations for customers
Drive renewals and retention outcomes (GRR / NRR) for your portfolio
Identify and support upsell and expansion opportunities in partnership with Sales
Support revenue growth initiatives including new features, media offerings, and pilots
Partner closely with Implementation/solutions engineering during handoff and early lifecycle
Coordinate with Support and Product to resolve issues and escalate feedback
Represent the voice of the customer internally and influence product priorities
Contribute to process improvements, playbooks, and scalable CS programs
Maintain accurate account data, health scores, and forecasts in CRM / CS tools
Track key metrics including adoption, usage, revenue performance, and NPS
Follow established CS processes while contributing to continuous improvement
Other related duties as assigned
4+ years of experience in Customer Success, Account Management, or Client Services
Experience supporting B2B SaaS customers (MarTech, AdTech, Retail Tech preferred)
Strong ability to manage multiple accounts and priorities simultaneously
Data-driven mindset with comfort analyzing performance metrics and trends
Excellent communication skills, written, verbal, and executive-level
Proven track record of driving retention and customer satisfaction
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without the need for current or future sponsorship
Experience working with retailers, grocery, or retail media networks
Familiarity with mobile apps, digital advertising, or media performance metrics
Experience with CRM and CS tools (Salesforce, Jira/Confluence, Gong, Amplitude, project management solutions, etc.)
Comfort working in fast-growing, evolving environments
Confidence in customer onsite engagement
Self-starter, someone with a desire to roll up their sleeves, learn and build to problem solve and drive next steps
#LI-Remote
Note: This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without the need for current or future sponsorship.
Working For Swiftly
We are working on a set of problems that require the best in the industry to get right. Our employees are the pillars of the future of the company and they are treated and compensated as such. We're a growing team of experienced industry professionals building an organization that can solve tough problems and values a collaborative environment.
Every Swiftly employee:
-Has demonstrated the ability to work collaboratively in an ambiguous, fast-paced environment
-Takes ownership of their domain from the ground up, from inception through deployment to customers
-Leaves their ego at the door and ensures the best idea leaves the room
-Is always experimenting with new technologies and learning new skillsets
If you've ever wanted to work on a project that blends a gorgeous consumer experience, sophisticated logistics, and scale that rivals the largest technology players, Swiftly is the place for you.
Equal Opportunity Employer
Swiftly is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
Swiftly will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available for qualified individuals with disabilities throughout the subsequent application process.
