Description
Summary:
This role involves building strong client relationships, driving account growth, and acting as a trusted advisor to ensure customer success and platform value.
Highlights:
1. Fully remote opportunity with strong growth potential in Customer Success.
2. Direct ownership of client relationships and a high-impact role.
3. Exposure to SaaS, B2B, and revenue operations with cross-functional visibility.
**Customer Success Manager (CSM) – SaaS / B2B Accounts****Full\-Time \| Remote \| U.S. Business Hours**
**About the Role**
We’re hiring a **Customer Success Manager (CSM)** for one of our growing clients.
This role is ideal for someone who enjoys:
* Building strong client relationships
* Driving renewals and account growth
* Solving problems proactively
* Acting as a trusted advisor to customers
You’ll own a portfolio of client accounts and help customers get maximum value from the platform while improving retention, satisfaction, and expansion revenue.
**What You’ll Do****Client Onboarding \& Adoption*** Lead onboarding sessions and product training
* Help clients successfully implement and adopt the platform
* Track onboarding progress and identify usage gaps early
**Relationship Management*** Manage a portfolio of active client accounts
* Serve as the primary point of contact for stakeholders
* Conduct regular check\-ins and strategic business reviews (QBRs)
**Customer Health \& Retention*** Monitor account health using:
* + Gainsight
+ ChurnZero
+ Totango
+ CRM dashboards
* Identify at\-risk accounts and proactively re\-engage them
* Ensure strong renewals and long\-term retention
**Upsells \& Account Growth*** Identify upsell and cross\-sell opportunities
* Partner with sales teams to expand accounts
* Support renewal conversations and contract reviews
**Cross\-Functional Collaboration*** Work closely with support, product, and sales teams
* Escalate issues and ensure timely resolution
* Share customer feedback to improve products and customer experience
**What We’re Looking For*** 2\+ years of experience in:
* + Customer Success
+ Account Management
+ Client Success
+ SaaS support or relationship management
* Strong communication and presentation skills
* Experience using:
* + Salesforce
+ HubSpot
+ Gainsight
+ ChurnZero
+ Totango
* Ability to manage multiple client accounts simultaneously
* Strong problem\-solving and relationship\-building skills
* **Nice to Have**
* SaaS or B2B technology background
* Experience managing renewals or revenue targets
* Familiarity with:
* + NPS
+ CSAT
+ Customer health scoring
* Experience creating client\-facing decks, QBRs, or playbooks
**What a Typical Day Looks Like*** Review dashboards for:
* + At\-risk accounts
+ Upsell opportunities
+ Customer health trends
* Lead onboarding calls and QBRs
* Coordinate internally with support and product teams
* Prepare renewal forecasts and account plans
* Update CRM notes and customer health metrics
**In short:** you help clients succeed, renew, and grow.
**Success Looks Like*** High renewal and retention rates
* Strong customer satisfaction (NPS/CSAT)
* Expansion revenue growth
* Healthy and engaged client accounts
* Proactive issue resolution and account management
**Why This Role Stands Out*** Fully remote opportunity
* Direct ownership of client relationships
* Strong growth potential within Customer Success
* Exposure to SaaS, B2B, and revenue operations
* High\-impact role with visibility across teams
**Interview Process*** Initial Screening Call
* Recruiter Interview
* Practical Assessment (QBR or account strategy exercise)
* Final Client Interview
* Offer \& Background Verification
**Apply Now**
If you:
* Enjoy relationship\-building and problem\-solving
* Thrive in client\-facing environments
* Want a role focused on retention, growth, and customer experience
This opportunity is a strong fit for you.