Renewal Forecasting and Outreach (Salesforce)

About this task

This commercial bank serving professional firms (1,001–5,000 employees) is looking for a manager Fractional Customer Success Manager for an ongoing part-time engagement of 1–2 h a week. Predicts renewals and works at-risk accounts early.

The team is stretched and wants steady, predictable help instead of another full-time hire. It is a regulated bank; the work is documented and reviewed before anything is signed off.

The team sits in Irving. Everything can be done remotely; an occasional visit is welcome and never required for the first month. Evenings or weekends are fine, as long as the agreed weekly output is there. About 2 hours a week should overlap with the team's day (CT).

What you deliver

• Forecast the next quarter's renewals and contact all accounts at risk 75 days out.
• A written update every Friday with what was done, what is next and anything blocked
• Work logged against the agreed list, so the company contact can see progress without a call
• Questions collected in one thread, answered within one working day

What a week looks like

• Thursday: 15-minute check-in to agree the week's items
• Tuesday: main working block (1 hours)
• Friday: hand-off note with what shipped and what is open

Duration: 8 weeks, renewable. Accepted when the company contact confirms the deliverable against the written checklist. One round of edits is included.

Tools

How you get paid

• The company prepays Deftridge before your first hour, so payment does not depend on a late invoice.
• Deftridge pays you in USD after the company confirms the hours or the deliverable. The payment date is written in your task agreement.
• You work as an independent contractor: you report your own income, and your recruiter sends the statements your accountant needs.
• You never chase the company. Questions about money go to Deftridge.

What happens after you say you're interested

1. Within one working dayA recruiter writes to you to confirm your hours and the rate you want.
2. You agree the rateYou and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.
3. With your written OKThe company sees the anonymous profile below. Most companies answer within three working days.
4. StartYou sign the task agreement and the company's confidentiality terms through Deftridge, and begin on the date above.

What the company sees about you

First name, field, experience, tools and the hours you offer. Not your surname, your employer or your contact details.

How this rate compares

The midpoint of this range, $96 an hour, is above the median manager Fractional Customer Success Manager rate in Texas ($95). The shaded band is the 25th to 75th percentile of the market.

All Fractional Customer Success Manager jobs in United States · Fractional Customer Success Manager rates in Texas · Operations & Assistance jobs

Questions about pay and privacy

The rules are the same for every task. Pricing explains the 15% fee, prepayment and when you are paid; How it works covers matching, what the company sees and side work next to a job.