About Us

First impressions matter. TaskRay is on a mission to ensure businesses get off to a great start with a flawless customer experience once the opportunity is marked Closed Won. TaskRay is the leader in post-sale work management in the Salesforce ecosystem. We help companies make the transition from sales to customer success frictionless, driving greater efficiencies and creating unmatched customer experiences – all within Salesforce.

Culture is at the heart of TaskRay. We look for team members who share our values and bring them to life in their own ways. If these resonate with you, TaskRay could be the place for you:

Connection. Cultivate authentic connections with customers, partners, and each other. We believe in a customer-first mindset across everything we do, continuously learning and focusing on the ‘We’ rather than the ‘I’.

Integrity. We are transparent, sharing information and feedback freely. We infuse every action with honesty, fairness, and respect for customers and colleagues alike. We do the right thing, even when no one is watching.

Hunger. We have high expectations and expect high performance of ourselves and our teams. We constantly look to innovate and improve, unleashing our creativity and persistence to find solutions and deliver exceptional results.

Thrive. We love what we do and bring our best selves to work every day. We show up as real human beings who speak from the heart, value others’ contributions and invest in each other’s growth.

The Role

As a Customer Success Manager at TaskRay, you will own and drive Mid-Market customer outcomes, satisfaction, and long-term success. This is not a reactive role. We are looking for a proactive, strategic CSM with a challenger mindset who builds and executes success plans aligned to customer business goals and TaskRay value drivers, drives adoption through structured cadences, and delivers measurable results.

Given the integrated nature of our solution, you will lead with strong discovery and influence, driving progress even with limited visibility into a customer’s environment. You will proactively assess risk, close gaps, and coordinate internal resources while remaining accountable for next steps and outcomes. We value grit, ambition, and teamwork, and seek a CSM with a proven track record of delivering results in complex, technical customer environments.

What you’ll do:

Customer Ownership and Value Realization

This is an ownership role. While internal resources are available (AM, Solutions Consultant, Product, Support, Leadership), the CSM is accountable for customer outcomes and is expected to:

• Own and drive end-to-end customer success plans aligned to TaskRay value drivers and customer business outcomes
• Establish customer cadences and deliver Business Reviews (QBRs/EBRs) that demonstrate ROI, progress, and outcomes
• Proactively assess account health and risk, identifying early warning signals (usage trends, adoption gaps, stakeholder changes, project slippage, sentiment) and leading mitigation plans
• Coordinate internal teams as needed, while remaining responsible for next steps, execution, and follow-through
• Fully own and execute retention strategy across book of business 
• Partner closely with the Account Manager, ensuring success outcomes and customer alignment support renewals and expansion opportunities

Relationship Building and Strategic Advising

• Manage a book of high-value strategic accounts and deepen relationships to drive adoption and long-term success
• Build trusted advisor relationships with customer stakeholders by guiding best practices and long-term evolution of TaskRay usage
• Develop and nurture champions and broaden organizational buy-in across multiple stakeholders
• Stay informed on customer industry trends, challenges, and evolving use cases to drive strategic recommendations

Success Planning and Adoption Strategy

• Build and execute strategic account plans aligned to KPIs, Managed Success Plans, and customer outcomes
• Use cadence calls and Business Reviews to define mutual success plans and clear action plans
• Run strategic adoption plays to increase adoption of existing and new features and reinforce long-term value

Cross-Functional Collaboration

• Partner with Account Managers to support renewals and identify expansion opportunities through demonstrated value and adoption
• Partner with Solutions Consultants to align on technical needs and drive joint action plans
• Advocate for customer feedback with Product, Marketing, and Engineering teams

Product and Salesforce Expertise

• Maintain deep knowledge of TaskRay editions, feature sets, and associated value drivers
• Build strong working knowledge of Salesforce to support customer goals, adoption, and risk mitigation
• Work toward Salesforce Admin Certification

What you bring to the table:

• 4+ years of experience as a B2B SaaS Customer Success Manager, Account Manager, Account Executive or Technical Account Manager working with all levels of accounts
• 3+ years in a quota-carrying sales role with demonstrated achievement of goals
• Proficiency in Salesforce and demonstrated knowledge of the Salesforce ecosystem required
• Experience managing a book of business of $2M ARR or larger, within it requiring intensive engagement and advanced planning
• Demonstrated sales experience and ability to consistently meet and exceed defined goals
• Strong negotiation skills that help customers identify and prioritize opportunities, enabling them to realize value more quickly
• Proven ability to proactively identify areas of risk within customer accounts and work with internal resources, leadership and Product to solve for and reduce customer churn risks
• Ability to manage multiple projects/priorities/stakeholders with effective communication, delegation, and follow-up
• Ability to think strategically and navigate difficult situations autonomously or with light assistance; this might include resolving conflicts, addressing technical issues, or managing customer expectations during critical project phases
• Demonstrated ability to manage, influence, and build strong relationships with customer stakeholders at all levels within the organization; technical user to C-level
• Demonstrated ability to drive solution usage and adoption that align to customers’ business objectives
• Salesforce CRM and Success Plans building experience, defining desired business outcomes and demonstrating ROI

Compensation

Cash compensation for this role is commensurate with experience. The estimated total on-target earnings range is between $96,000-$120,000 annually, comprised of a base salary between $80,000-$100,000 plus additional uncapped incentive compensation tied to performance.

Additionally, TaskRay offers highly competitive non-cash compensation including: 

• Medical, dental, and vision benefits
• Every other Friday off
• Flexible PTO
• 12 weeks paid family and medical leave, 16 weeks for birthing people
• Vacation bonuses 
• Anniversary bonuses
• Company-paid life insurance 
• 401k matching
• Cell phone reimbursement stipend
• Employee Assistance Program

Location

This position is hybrid, based in Colorado. We value flexibility alongside intentional in-person collaboration. We expect this role to be in-office regularly during the initial onboarding period (2-3 months) and then 1-2 days per week thereafter.

Candidates must be based in Colorado and able to reliably commute to our Denver office.

Additionally, this role may require up to 15% travel.

We value diversity, equity, and belonging

At TaskRay, we celebrate differences and believe diverse teams create better solutions and stronger connections. We’re committed to providing equal employment opportunities to all qualified applicants regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, pregnancy, genetic information, veteran status, or any other status protected by law. If you need accommodations during the application or interview process, please let us know. And if you meet most but not all of the qualifications, we encourage you to apply—we’d love to hear from you.

Application Deadline

This position will be posted through 1/31/26 and may be extended until the role is filled.

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