Get introduced to the
most exciting companies in
our portfolio.

About Hearth

Hearth is on a mission to empower America's small business professionals to build growing, profitable companies. In a $600B/year fragmented market where 50-80% of home services companies fail within five years, we're building the essential operational financial infrastructure to power the next generation of small businesses.

Current Metrics:

• $26M Annual Recurring Revenue (ARR)
• 30%+ Year-over-Year Growth
• 12,000+ Contractors Served
• $4B+ Annual Transaction Volume

The Opportunity

We’re looking for a Customer Success Manager to join our Midlife team—focused on helping customers stay engaged and successful during a critical window of their journey (months 2–9 of their subscription).

This role is part relationship management, part activation strategy, and part proactive outreach. You’ll work directly with a book of business, conduct 1:1 training sessions, and follow up through calls, texts, and email to keep customers moving forward.

If you enjoy connecting with small business owners, solving problems, and seeing your work lead to real outcomes, you’ll thrive here.

What You’ll Do

Manage and Engage Your Book of Business

• Own a portfolio of contractor accounts post-onboarding and help them drive tangible value from the platform
• Reach out proactively to re-engage customers and troubleshoot blockers
• Schedule and lead strategic sessions over Google Meet to reinforce key tools and workflows
• Track progress through CRM and success platforms to keep accounts moving forward

Prioritize Outreach That Drives Results

• Outbound calling is a key part of this role—expect to spend a meaningful portion of your day connecting with accounts via phone
• Use multi-touch follow-up (calls, texts, emails) to build momentum after training sessions
• Partner closely with team leads to prioritize accounts that need extra support

Guide Customers Toward Success

• Identify opportunities for customers to get quick wins and unlock value
• Reinforce best practices around quoting, invoicing, payments, and other platform features
• Provide light troubleshooting and refer out to support or product when needed

Support Team and Company Goals

• Track and manage customer engagement, outreach activity, and pipeline health
• Drive toward customer outcomes—including key engagement or activation metrics
• Collaborate with leadership to refine playbooks and improve the customer success motion

Who You Are

• 2+ years of experience in Customer Success, Account Management, or SaaS Sales
• Comfortable with outbound outreach—you enjoy phone conversations and relationship-building
• Motivated by clear goals and progress tracking
• Confident working with small business owners who are often wearing many hats
• Organized, proactive, and able to manage a pipeline with many moving parts
• Tech-savvy and experienced in Salesforce or similar CRMs

Our Core Values

• Truth. We value honesty and data. We seek to understand what is reality, so we can effectively respond to it.
• Slope. Rate of change over time. We hire and reward based on a team member’s potential, capacity, and growth-mindset, rather than a fancy resume.
• Mutual Benefit. The best outcomes happen when everyone wins - customers, team members, and the company. We seek to understand each other’s aspirations and create alignment to get there.
• Competitive Greatness. We desire an opportunity and environment from which to pull the greatest versions of ourselves out into the world, rather than just a “job”.

Benefits

• Mission-driven, values-based culture
• Unmatched opportunities to learn and develop; front-row seat at a fast-growing tech startup
• Unlimited PTO, plus paid company holidays
• Medical, dental, and vision options
• 401(k)
• Free Employee Assistance Program
• Parental Leave Program
• Pet Insurance

More About Us

Hearth embraces diversity. We are proud to be an equal opportunity workplace and do not discriminate on the basis of sex, race, color, age, sexual orientation, gender identity, religion, national origin, citizenship, marital status, veteran status, or disability status. We consider employment for qualified applicants with arrest and conviction records.