Customer Success Manager - Remote

Overview

The Customer Success Manager will own client relationships, drive product adoption, and ensure renewals and growth while balancing proactive engagement with responsive problem-solving.

In Short

• Lead client onboarding sessions and establish success criteria.
• Manage a portfolio of 20–40 active accounts.
• Monitor product usage and identify at-risk accounts.
• Triage support issues and escalate as needed.
• Identify upsell/cross-sell opportunities.
• Prepare reports on client health and feedback.
• Conduct regular check-ins and strategic reviews.
• Collaborate with sales teams to expand accounts.
• Track renewal pipeline and prepare contracts.
• Document client interactions in CRM.

Requirements

• 2–3 years in customer success or account management roles.
• Proficiency with CRM systems like Salesforce and HubSpot.
• Strong presentation skills for client-facing reviews.
• Ability to manage client relationships effectively.
• 3–5 years CSM/AM experience with revenue targets preferred.
• Experience in SaaS or B2B technology is ideal.
• Familiarity with customer health scoring metrics.
• Experience creating client-facing collateral.

Benefits

• Work remotely with flexibility for client calls.
• Be a trusted advisor and guardian of company revenue.
• Engage in a dynamic work environment.
• Opportunity for professional growth in customer success.
• Collaborate with cross-functional teams.
• Drive measurable value for clients.
• Participate in a structured interview process.
• Contribute to long-term, profitable partnerships.
• Be part of a results-driven culture.
• Achieve key metrics for success.