vacancy

Customer Success Manager (CSM)

Essential Information

Job title:

Customer Success Manager (CSM)

Reports to:

Role location:

Newcastle upon Tyne preferred, but Nationwide considered (with client travel as required)

atlas cloud benefits

about the role

About Atlas Cloud
Atlas Cloud is a managed IT and cybersecurity services provider founded in 2010, headquartered in Newcastle upon Tyne and operating nationally. We specialise in secure, compliant IT for professional services firms – particularly law firms, barristers’ chambers and recruitment agencies – built around Microsoft 365 and Azure. We call it Reassuringly Secure.
We’re a Microsoft Solutions Partner (Security and Modern Work), a Cyber Essentials Certification Body and ISO 27001 certified, with a security team that has audited 3,000+ organisations. In 2026 we were ranked #24 globally and #3 in the UK in the MSP 501, the industry’s most rigorous ranking of managed service providers. We’re now investing in a new Technology Success model – moving beyond reactive IT support to become a proactive strategic partner that helps clients continuously improve their security, resilience, productivity and long-term technology maturity. The CSM is central to that ambition, and this is a rare opportunity to help shape the model as it scales across our client base.

About The Role
Under the new Technology Success model, each of Atlas Cloud’s customers will receive a strategic advisor (vCIO), a technical alignment lead (TAM) and you – the person who owns the living, breathing relationship and its development.
The CSM forms the heart of the new model and has two clear priorities: ensure customers get ongoing value from us and grow our relationships commercially. It’s a role with genuine breadth: part service leader, part relationship-builder, part commercial closer. You will likely to be responsible for between 30-50 customers.
  • Service experience and continuity – you are the customer’s trusted day-to-day point of contact, absorbing and resolving the operational noise so every interaction feels effortless. You will track and report on individual customer health, flagging risks where appropriate.
  • Commercial retention and growth – you own minor renewals and cross-sell/upsell across the base, closing recommendations agreed by the customer with the Virtual Chief Information Officer (vCIO) in their Quarterly Business Reviews (major commercial opportunities, which you recognise, are triggered according to guidelines and handed to Bid Management).

If the service experience/continuity element is done well, customers enter strategic reviews with their vCIO content and forward-looking, which in-turn will feed the commercial element.

Does Not Own
To minimise role duplication, it is important to note that this role does not own any of the following tasks:
  • Strategic consulting and business technology roadmaps (vCIO)
  • Forward-looking QBR agenda and technology strategy (vCIO)
  • Technical alignment / assessments (TAM)
  • Project management and solution architecture (Projects)
  • Major commercial proposals and complex renewals (Bid Management)

Targets & Success Metrics
  • Retention: Gross and net revenue retention across your base; renewals completed to target
  • Growth: cross-sell/upsell revenue generated
  • Handover quality: major opportunities correctly identified and passed to Bid Management with a clean, timely brief (measured on quality of handover, not close)
  • Service: CSAT/NPS held or improving; escalation volume reaching the vCIO trending down
  • Proxy for success: Customers arriving at QBRs with no unresolved service grievances

Client Portfolio & Capacity
You’ll own a defined portfolio of clients, delivering their strategic cadence throughout the year. Industry benchmarks for this type of role sit at roughly 35-45 clients per vCIO; we’ll set your portfolio deliberately as the model scales, so you can give each client genuine strategic attention rather than spreading yourself thin.

RESPONSIBILITIES

Service Reporting
Walk customers through regular service reporting (ticket volumes, SLA performance, trends, recurring issues) so performance is transparent and there are no surprises.

Service Escalations
Field questions about service, tickets and requests; own the answer or route it and make sure it lands. Own any escalations end-to-end – triage, drive resolution with input from all areas of the business, keep the customer informed and close the loop.

Action Tracking
Own the customer’s Action Register – ensure actions, decisions, dependencies and follow-ups are tracked and communicated so that nothing stalls.

Customer Satisfaction
Run service reviews, monitor CSAT/NPS, update health tracking and spot dissatisfaction early – dealing with it before it reaches the vCIO or becomes a churn risk.

Renewals & Retention
Own the renewal process across your base, protecting and growing recurring revenue (gross and net revenue retention).

Cross-Sell & Upsell
Proactively identify and progress expansion opportunities across the base – the natural next services for each customer based on their agreed roadmap.

Major Opportunity Handover
Recognise major commercial opportunities based on guidelines, trigger them and pass them to Bid Management with a clean brief. Knowing where your line sits – and handing over cleanly rather than over-reaching – is a core skill of this role.

Communication & Coordination
Keep customers proactively informed, schedule meetings/follow-ups and coordinate internally across TAM, vCIO, Service Desk and Projects. Report customer objections and recurring service themes internally via the Standards Committee.

Requirements

Essential

2+ years in a customer-facing role – e.g. customer success, account management, sales (SDR/AE), account coordination or service delivery
Excellent relationship-building and communication skills, confident dealing with everyone from day-to-day users to senior stakeholders
Strong organisation and coordination skills – able to juggle multiple clients, actions and deadlines without letting anything slip
Calm and methodical under pressure, with a genuine service ethic and a knack for defusing dissatisfaction
Commercial awareness and confidence in renewal and upsell conversations, with the judgement to recognise when an opportunity should be handed over
Comfortable working with data and reporting – able to turn service and usage information into clear insight and action
A proactive, customer-centric mindset – anticipating needs rather than just reacting to problems

Desired

Experience in a SaaS, managed services or IT/technology environment
Familiarity with customer success tooling (e.g. ScalePad)
Exposure to renewals, upsell/cross-sell or account growth
Working understanding of professional services sectors (legal, recruitment or similar)
Awareness of IT service management principles (e.g. ITIL) given the reporting and escalation focus

Apply Now

If you think you’ve got what it takes to be our next Customer Success Manager (CSM), you can submit an application via email.

Make sure you include your CV and a paragraph or two about why you think you are well-placed to succeed in a role like this.

Good luck!

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