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CG Infinity

People-first tech services and Salesforce integration

Customer Success Manager

Full-Time
No salary listed
Mid
Plano, TX, USA
In PersonRegular client visits and meetings are required.
Customer Experience & SupportCustomer Success

About the job

Requirements
  • Demonstrated ability to build and maintain strong client relationships.
  • Strong interpersonal, communication, and executive presence skills.
  • Ability to engage effectively with senior business and technology leaders.
  • Experience identifying business needs and developing trusted client partnerships.
  • Highly proactive, self-motivated, and persistent in pursuing relationship-building opportunities.
  • Strong organizational and follow-through skills.
  • Ability to navigate complex stakeholder environments and align diverse interests.
Responsibilities
  • Develop and strengthen relationships with existing CG Infinity clients.
  • Establish trusted advisor relationships with business and technology leaders within client organizations.
  • Maintain a consistent in-person presence through regular client visits and meetings.
  • Serve as a visible and accessible representative of CG Infinity.
  • Identify client business challenges, priorities, and strategic initiatives.
  • Uncover opportunities for CG Infinity to provide additional services, solutions, or support.
  • Collaborate with internal stakeholders to align client needs with CG Infinity capabilities.
  • Help expand existing client relationships through thoughtful and consultative engagement.
  • Partner with executive leadership to develop and execute account growth strategies.
  • Participate in executive-level client meetings and relationship-building activities.
  • Communicate client feedback, emerging needs, risks, and growth opportunities to internal leadership.
  • Coordinate across teams to ensure client priorities are understood and addressed.
  • Build credibility and trust through consistent client engagement.
  • Stay informed on client organizations, industry trends, and market dynamics.
  • Represent CG Infinity professionally in all client interactions.
  • Strengthen client loyalty by fostering long-term, mutually beneficial partnerships.
  • Establish strong relationships with key stakeholders across assigned client accounts.
  • Create a consistent cadence of executive-level client engagement.
  • Identify and qualify new opportunities for CG Infinity within existing clients.
  • Increase executive visibility and strategic alignment between CG Infinity and its clients.
  • Contribute to account growth, client retention, and long-term partnership development.
Desired Qualifications
  • Experience working within consulting, professional services, technology services, or related industries.
  • Experience supporting strategic account growth or business development initiatives.
  • Experience engaging with executive-level client stakeholders.
  • Understanding of technology, digital transformation, talent solutions, or consulting services.

About the company

CG Infinity provides technology services with a people-first approach. It helps clients in industries like Energy & Utilities and Financial Services by delivering Salesforce implementations, Salesforce-backend integrations, and custom software solutions. The company uses small, blended teams led by senior leaders who work alongside the client’s team to ensure projects meet objectives and are delivered smoothly. Instead of vague guarantees, CG Infinity focuses on practical collaboration and hands-on leadership to simplify complex technology transitions. Its differentiator is the direct involvement of leaders and a strong emphasis on aligning technology work with client goals, resulting in high success rates and clear, practical outcomes. The overall goal is to help businesses thrive in the modern market by using technology to improve operations and drive enterprise success.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Plano, Texas

Founded

1998

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Simplify Jobs

Simplify's Take

What believers are saying

  • June 10, 2024, Tanya Shepherd promotion expands back-office implementation and integration capability.
  • CG Infinity still advertises hiring for software engineers, architects, and new business builders.
  • The 2022 Plano headquarters and innovation-lab push supports recruiting and client demos.

What critics are saying

  • Phillips v. CG Infinity Incorporated filed April 9, 2026, creates employment-liability distraction.
  • Limited public disclosure on revenue, funding, and layoffs signals weak transparency.
  • Heavy dependence on consulting projects exposes CG Infinity to client churn and utilization shocks.

What makes CG Infinity unique

  • CG Infinity specializes in Energy & Utilities and Financial Services digital transformation.
  • The firm sells Salesforce, cloud migration, data analytics, and AI consulting.
  • Its 2022 Plano rebrand targeted mid-sized companies and expanded beyond legacy clients.

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Benefits

  • 401(k) Company Match
  • Health Savings Account/Flexible Spending Account
  • Life Insurance
  • Hybrid Work Options

Company News

PR Newswire
Jun 10th, 2024
Cg Infinity Elevates Tanya Shepherd To Senior Vice President

Revenue Assurance: A Critical Aspect for Every BusinessDALLAS, June 10, 2024 /PRNewswire/ -- At CG Infinity, we've cultivated a strong and enduring customer portfolio within the energy and utilities industry. Over the past decade, we've been instrumental in enhancing our clients' front-office technology platforms. Thanks to Tanya's visionary leadership, we now offer robust solutions for back-office technology implementation and integration. (PRNewsfoto/CG Infinity) (PRNewsfoto/CG Infinity). Before joining CG Infinity, Tanya held senior leadership positions in the software industry, where she was involved in architecting and implementing enterprise solutions. With experience working with clients across various energy markets in the US and internationally, she brings extensive knowledge of the energy sector

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