CustomerSuccessBox: Detailed Company Information & Corporate Profile
Summary
CustomerSuccessBox, founded in 2018 and based in the San Francisco Bay Area, provides software solutions that help B2B SaaS businesses manage the entire customer journey.
The platform offers a 360‑degree view of account health, monitoring tools, actionable playbooks, milestones and alerts, segmentation, onboarding, acquisition, upsell, engagement, and churn reduction capabilities.
With a team of 10 to 50 employees and revenues between $1 and $10 million, CustomerSuccessBox remains an independent company that supports growth for mid‑market SaaS brands.
Key leaders include Molly Williams in business development, Sofia Potter advising customer success, and Alan Black consulting on success strategies.
| CustomerSuccessBox Website | customersuccessbox.com |
| Social Links |    |
| Phone Number | +1(650)-449-9190 |
| Industries | |
| CustomerSuccessBox Headquarters Address | 44 Tehama St, San Francisco, California, US |
| Company Size | 10-50 employees |
| Specialities & Services | Customer Success Software, Customer Success Manager, Customer Success Platform, Reduce Churn, Customer Success, Monitoring Account Health, Actionable Customer Success Platform, Customer Retention, B2B SaaS, Customer Onboarding, Customer Acquisition, Upsell, Customer Engagement, 360 degree view, Playbooks, Milestones and Alerts, Customer Segmentation |
| SIC Code | 7372 |
| NAICS Code | 334614 Software and Other Prerecorded Compact Disc, Tape, and Record Reproducing, 511210 Software Publishers |
| DMA Code | San Francisco Bay Area |
| Founded | 2018 |
| Estimated Annual Revenue | $1 - 10M |
| Operating Status | Independent Company |
| Updated: | 2026-09-23 |
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2017 | Privately Held | 25 - 100 | |
| 2010 | Privately Held | 100 - 250 | |
| 2014 | Privately Held | 25 - 100 | |
| 2012 | Privately Held | 250 - 500 |
Workforce Turnover
Length of Employment
CustomerSuccessBox's workforce includes employees across a wide range of tenure levels.
25% have been with the company for 3 to 4 years50% have been with the company for 5 to 7 years25% have been with the company for more than 11 years
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CustomerSuccessBox Corporate Information: FAQ
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