Customer Success Advisor

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  "source_hash": "082de749d4fddfe9765374f02f15548864c601f7c92dbadeb57696d8e3d48091",
  "last_changed_at": "2026-06-11T10:32:00.093Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": "Mankato, Minnesota, 56001, United States",
    "city": "Mankato",
    "region": null,
    "country": "United States",
    "is_remote": false,
    "confidence": 0.95
  },
  "salary_max": null,
  "salary_min": 60000,
  "inferred_at": "2026-06-19T10:27:04.358Z",
  "launch_scope": {
    "reason": "bamboohr_production_catalog",
    "included": true,
    "location": {
      "raw": "Mankato, Minnesota, 56001, United States",
      "city": "Mankato",
      "region": null,
      "country": "United States",
      "is_remote": false,
      "confidence": 0.95
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": "year",
  "workplace_type": null,
  "salary_currency": "USD"
}

{}

{
  "list_job": {
    "id": "67",
    "isRemote": null,
    "location": {
      "city": "Mankato",
      "state": "Minnesota"
    },
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "province": null
    },
    "departmentId": "18567",
    "locationType": "0",
    "jobOpeningName": "Customer Success Advisor",
    "departmentLabel": "99-Administration",
    "employmentStatusLabel": "Full-Time Exempt"
  },
  "detail_errors": [],
  "detail_job_opening": {
    "location": {
      "city": "Mankato",
      "state": "Minnesota",
      "postalCode": "56001",
      "addressCountry": "United States"
    },
    "datePosted": "2026-06-10",
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "countryId": null
    },
    "description": "<p><span style=\"font-weight: bold\"><span><span>Compensation:</span></span></span><span><span> $60,000/year draw +</span><span> </span><span>commission potential</span></span><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Reports to</span></span></span><span><span>:   </span><span>Head of Sales and Business Development</span></span><span> </span></p>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Summary</span></span></span><span> </span></p>\n<p><span><span>The Customer Success </span><span>Advisor </span><span>(CSM) </span><span>is responsible for</span><span> managing and growing long-term relationships with </span><span>KRI</span><span> customers. This role serves as the primary point of contact for assigned accounts, ensuring customers receive proactive support, clear communication, and value from inspections, service work, and multi-year roofing programs. The CS</span><span>A</span><span> partners closely with </span><span>administration</span><span>, service</span><span> operations</span><span>, and </span><span>estimating</span><span> teams to drive customer retention, expansion, and satisfaction while meeting defined revenue and performance KPIs.</span></span><span> </span></p>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Essential</span><span> </span><span>Functions</span></span></span><span> </span></p>\n<p><span><span>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential</span><span> </span><span>functions.</span></span><span> </span></p>\n<ul>\n<li><span><span>Customer Account Management</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Serve as the primary relationship owner for assigned </span><span>KRI</span><span> accounts</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Conduct regular customer meetings to review account status, inspection results, service history, and future needs</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Establish and </span><span>maintain</span><span> recurring communication cadences with key accounts through proactive check-ins and account reviews</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Build trusted advisor relationships with decision-makers and stakeholders</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Meet with building owners f</span><span>rom</span><span> GC projects and develop relationship</span><span>s and enroll new customers in Preventative Maintenance Programs</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Inspections &amp; Technical Review</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Directly review all inspection findings with customers, clearly explaining roof conditions, risks, and recommended actions</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Translate inspection data into actionable recommendations and long-term maintenance or capital planning discussions</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Coordinate with internal teams to ensure inspection findings are accurately documented and communicated</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Customer Support &amp; Escalations</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Act as the escalation point for customer support issues, ensuring </span><span>timely</span><span> resolution and clear communication</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Advocate for customers internally while balancing operational feasibility and company standards</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Track and resolve support cases to completion, </span><span>maintaining</span><span> high customer satisfaction</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Revenue Growth &amp; Sales Support</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Drive customer sales for roof inspections, quoted service work, and repairs</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Identify</span><span>, present, and close multi-year service and maintenance contracts</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Grow Annual Contract Value (ACV) through renewals, expansions, and upsell opportunities</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Collaborate with sales and estimating teams to scope, price, and present service proposals</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Performance &amp; Reporting</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Meet or exceed KPIs tied to: </span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Annual Contract Value (ACV)</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Number of multi-year contracts signed</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Maintain </span><span>accurate</span><span> CRM records, including account notes, opportunities, and activity tracking</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Provide regular updates and reporting on sales activity, account health, and market insights.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Support leadership with </span><span>accurate</span><span> forecasting and performance metrics.</span></span><span> </span></li>\n</ul>\n<p><span> </span></p>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Competencies</span></span></span><span> </span></p>\n<p><span> </span></p>\n<ul>\n<li><span><span>Customer-first mindset with strong relationship-building skills</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Proactive, organized, and detail-oriented</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Problem-solver who can manage escalations calmly and effectively</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Comfortable balancing customer advocacy with business objectives</span></span><span> </span></li>\n</ul>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Work</span><span> </span><span>Environment</span></span></span><span> </span></p>\n<p><span><span>This position </span><span>operates</span><span> some of the time in a typical office environment, spending time at a desk, typing at a computer, talking with people in person and on the phone, taking notes, and using standard office equipment. The job also requires job site visits.</span></span><span> </span></p>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Physical</span><span> </span><span>Demands</span></span></span><span> </span></p>\n<p><span><span>Frequent visits to job </span><span>sites;</span><span> must be able to work in outdoor conditions including heat, cold, and varying weather.</span></span><span> </span></p>\n<p><span><span>Prolonged periods of sitting at a desk and working on a computer when in the office.</span></span><span> </span></p>\n<p><span><span>Must be able to </span><span>lift up</span><span> to 25 pounds occasionally.</span></span><span> </span></p>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Position Type/Expected Hours of Work</span></span></span><span> </span></p>\n<p><span><span>Th</span><span>is is a full-time position, and business hours are Monday through Friday. Longer hours, evenings, and weekend </span><span>work</span><span> as necessary</span><span>.</span><span>  </span></span><span> </span></p>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Travel</span></span></span><span> <br></span><span><span>Travel to </span><span>events, customer and general contractor offices, and </span><span>job sites in the region </span><span>is</span><span> </span><span>required</span><span>.</span></span><span> </span></p>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Education/</span><span>Requirements:</span></span></span><span> </span></p>\n<ul>\n<li><span><span>Commercial roofing, construction, facilities management, or building services industry experience</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Experience selling service contracts or recurring revenue offerings</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Knowledge of roof inspections, maintenance programs, or capital planning concepts</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>3+ years of experience in customer success, account management, or B2B customer-facing roles (construction, roofing, or facilities preferred)</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Strong communication</span><span> skills with the ability to explain technical roofing information to non-technical customers</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Proven experience managing multiple accounts and priorities simultaneously</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Comfort with revenue responsibility and performance-based KPIs</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Experience working with CRM systems and customer tracking tools</span></span><span> </span></li>\n</ul>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>AAP/EEO Statement</span></span></span><span> </span></p>\n<p><span><span>Kato R</span><span>oofing</span><span> </span><span>provides</span><span> equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, sexual preference, or status as a veteran or disabled veteran </span><span>in accordance with</span><span> applicable federal laws. In addition, Kato Roofing </span><span>complies with</span><span> applicable state and local laws governing nondiscrimination in employment in every location in which Kato Roofing has facilities and/or jobsites.</span><span> </span><span>This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, </span><span>compensation, and training.</span></span><span> </span></p>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Other Duties</span></span></span><span> <br></span><span><span>Please note this job description is not designed to cover or </span><span>contain</span><span> a comprehensive listing of activities, duties or responsibilities that are </span><span>required of</span><span> the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.</span></span><span> </span></p>",
    "compensation": null,
    "departmentId": "18567",
    "locationType": "0",
    "seekPromoted": false,
    "jobCategoryId": null,
    "jobOpeningName": "Customer Success Advisor",
    "departmentLabel": "99-Administration",
    "jobOpeningStatus": "Open",
    "minimumExperience": "Experienced",
    "jobOpeningShareUrl": "https://katoroofing.bamboohr.com/careers/67",
    "employmentStatusLabel": "Full-Time Exempt"
  }
}