Customer Success Manager

This is a fully remote position, open to applicants in California, +19 more states.

📋 Description

• Serve as the primary point of contact for a portfolio of customer accounts throughout their lifecycle.

• Oversee the entire renewal process, ensuring accurate forecasting and timely renewals.

• Identify and pursue opportunities for upgrades and expansions.

• Create and implement success plans that align with customer objectives and product usage.

• Enhance product adoption through proactive engagement, training, and strategic advice.

• Monitor the health of accounts and proactively mitigate churn risks.

• Establish trusted relationships with key stakeholders and advocates.

• Collaborate with Support, Onboarding, and Product teams to ensure a smooth customer journey.

• Keep CRM data precise and up-to-date for effective forecasting and reporting.

⛳️ Requirements

• 4–6 years of experience in Customer Success, Account Management, or a similar customer-facing role.

• Excellent written and verbal communication abilities.

• Proactive attitude with the capability to develop innovative strategies.

• Comfortable handling renewals, upsells, and forecasting tasks.

• Consultative mindset to align customer goals with product benefits.

• Highly organized with a strong focus on detail.

• Resourceful and proactive in problem-solving.

• Familiarity with HubSpot is a plus.

• Experience in creating Customer Success playbooks, templates, or processes is advantageous.

• Background in a SaaS environment is beneficial.

• Must be authorized to work in the United States.

🏝️ Benefits

• Flexible, fully remote work environment.

• Competitive employer-sponsored health insurance coverage.

• 401(k) with company matching contributions.

• Reimbursements for professional development.

• Quarterly stipends for remote work expenses.

• Annual wellness stipend.

• Paid time off (PTO).

• Monthly team events to foster connection.