KnowBe4
Customer Success Manager (SMB) (Hybrid)
🇺🇸 Hybrid - Clearwater, FL
🕑 Full-Time
💰 TBD
💻 Customer Success
🗓️ September 20th, 2025
Edtech.com's Summary
- Build and maintain relationships with new customers, including executive stakeholders.
- Develop consultative strategies to achieve customer goals using KnowBe4 products.
- Manage customer onboarding, configuration, training, and initial phishing campaigns.
- Coordinate with technical support for complex customer issues.
- Monitor customer usage, adoption, and health metrics regularly.
- Conduct periodic business and strategic reviews to ensure customer satisfaction and identify expansion opportunities.
- Work with Renewal Specialists and Account Managers to manage renewals and upselling.
- Experience with Salesforce or other CRM software required; proficiency in Microsoft Excel, Word, Gmail, and Google Docs is expected.
- Associate's degree or equivalent experience preferred; prior Customer Success Management and IT security field exposure are advantages.
- Strong communication, negotiation, time management, and teamwork skills are essential.
Customer Success Manager (SMB) (Hybrid) Full Description
About KnowBe4
Join the cybersecurity company that puts security first; literally and without compromise. At KnowBe4, our AI-driven Human Risk Management platform empowers over 70,000 organizations worldwide to strengthen their security culture and transform their workforce from their biggest vulnerability into their strongest security asset. As the undisputed industry standard with unusually high customer retention rates and recognition as a Leader by G2 and TrustRadius, we're not just providing security awareness training - we're redefining what it means to be a trusted security partner in an increasingly complex threat landscape.
Our team values radical transparency, extreme ownership, and continuous professional development in a welcoming workplace that encourages all employees to be themselves. Whether working remotely or in-person, we strive to make every day fun and engaging; from team lunches to trivia competitions to local outings, there is always something exciting happening at KnowBe4.
Clearwater positions open to candidates located in greater Tampa Bay area.
The Customer Success Manager (SMB) is responsible for building effective relationships with customers and for maximizing the customer lifetime value within the assigned portfolio. This will be accomplished by delivering a great customer experience and maximizing the use of our products, as well as delivering outcomes, results and value that exceed customer expectations. Customer Success Manager is responsible for assisting new customers in onboarding, customer growth and expansion by identifying upsell opportunities, adoption by promoting frequent use and additional features of products and the renewal process.
Responsibilities:
- Forge relationships with new customers, including management and executive stakeholders, and understand their objectives
- From a consultative approach, develop a strategy and plan for achieving customer objectives
- Leverage KnowBe4 assessments
- Manage the steps of the onboarding process with the customer including but not limited to account configuration, product and best practice training, initial end-user phishing and training campaigns, and other change management activities
- Coordinate with technical support for technically complex questions
- Monitor customer usage, adoption, and customer health metrics
- Continually work with customers, including management and executive stakeholders, per prescribed engagement model to support ongoing successful adoption of KnowBe4âs products and to drive additional value throughout the lifetime of the subscription term
- Perform periodic business reviews with customers to confirm satisfaction, resolve technical issues, and continually drive successful product adoption
- Conduct periodic strategic engagement reviews with management and executive stakeholders to ensure alignment on customer objectives, industry trends, benchmarking, value delivered, opportunities for additional value, KnowBe4 product updates and overall level of satisfaction
- Drive cross-functional initiatives that will improve the overall customer experience and lead to greater satisfaction and loyalty among customers.
- Leverage new and existing tools, processes and best practices to ensure customers are realizing the greatest possible value from KnowBe4
- Coordinate and assist your Renewal Specialist with customer renewals within your portfolio.
- Coordinate with Account Managers on the Cross-Sell team to ensure add-on/upgrade scenarios are followed up on, as well as referrals for new KnowBe4 products.
- Meet and exceed bookings targets and quotas
- Maintain impeccable administration of your accounts in the Companyâs CRM
Minimum Qualifications:
- Associateâs degree or equivalent work experience and education preferred
- Familiarity with standard concepts, practices and procedures within the IT Security Field
- Experience with Salesforce or other CRM
- Experience with Microsoft Excel and Word
- Experience with Gmail and Google Docs
- Experience with web Browsers (Chrome, Internet Explorer, etc.)
- IT experience/exposure is a plus
- Prior experience as a Customer Success Manager preferred
- Excellent verbal and written communications
- Superior Customer Service skills
- Excellent time management and organization skills
- Ability to build a rapport through phone calls, email and video conferencing
- Strong collaborative and teamwork skills
- Strong negotiation skills
- Must be able to work with minimal supervision
Our Fantastic Benefits
Note: An applicant assessment and background check may be part of your hiring procedure.
Individuals seeking employment at KnowBe4 are considered without prejudice to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation or any other characteristic protected under applicable federal, state, or local law. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please visit www.knowbe4.com/careers/request-accommodation.
No recruitment agencies, please.
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