Customer Success Manager (CSM / Account Manager, SaaS, Renewals & Growth) – Remote | U.S. Hours
- Experience
- Mid
- Employment
- Full-time
Open to US only · UTC-8…UTC-5. Set where you work from to check your eligibility.
No BS summary
Customer Success Manager (CSM) / Account Manager needed to own client relationships, drive product adoption, and grow revenue. Must have 2-3+ years in Customer Success, Account Management, or client-facing roles, with experience in Salesforce/HubSpot and CS platforms (Gainsight, ChurnZero, Totango). Strong communication and presentation skills are essential, with a focus on retention and expansion.
Core skills
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Customer Success Manager (CSM / Account Manager, SaaS, Renewals & Growth) – Remote | U.S. Hours Position Type: Full-Time, Remote Working Hours: U.S. client business hours About the Role We’re hiring a Customer Success Manager (CSM) / Account Manager to own client relationships, drive product adoption, and protect + grow revenue . This is not a support-only role . You will: Manage a portfolio of accounts Drive onboarding and adoption Identify risks early and prevent churn Own renewals and expansion opportunities If you think in terms of retention, expansion, and client value — this role is built for you. What You’ll Own 1. Onboarding & Product Adoption Lead onboarding and define success criteria Configure accounts and deliver training Ensure smooth implementation Track early adoption and close gaps 2. Account & Relationship Management Manage 20–40 client accounts Act as the primary point of contact Build strong relationships with stakeholders Conduct regular check-ins and strategic calls 3. Proactive Client Engagement Monitor usage via: Gainsight ChurnZero Totango Identify at-risk accounts early Execute re-engagement playbooks Deliver Quarterly Business Reviews (QBRs) aligned with ROI 4. Support Coordination & Escalation Triage client issues and escalate internally Work with product/technical teams for resolution Ensure issues are fully resolved and clients are satisfied 5. Revenue Growth & Retention Identify upsell and cross-sell opportunities Collaborate with sales teams on expansion Own renewal pipeline and timelines Prepare contracts and ensure smooth renewals 6. Reporting & Feedback Loop Track and report: Client health Usage metrics Renewal status Capture client feedback and share with product teams Improve overall customer experience What Makes You a Strong Fit You think in revenue (retention + expansion), not just support You’re a strong communicator with executive presence You balance: Client advocacy Business outcomes You’re proactive — not reactive You can manage multiple accounts without dropping the ball Must-Have Requirements 2–3+ years in: Customer Success Account Management Client-facing roles Experience with: Salesforce or HubSpot CS platforms (e.g., Gainsight, ChurnZero, Totango) Strong presentation skills (QBRs, demos, client reviews) Proven ability to: Manage accounts Drive renewals Nice to Have 3–5 years CSM/AM experience with revenue targets SaaS, B2B tech, or professional services background Familiarity with: NPS / CSAT Customer health scoring Experience creating: Playbooks Client decks Case studies What a Typical Day Looks Like Review dashboards for: At-risk accounts Growth opportunities Conduct client calls (onboarding, check-ins, QBRs) Coordinate internally with: Support Product Sales Track renewals and expansion opportunities Update CRM and health scores Prepare insights and recommendations In short: You ensure customers see value, stay, and grow. Key Metrics (KPIs) Net Revenue Retention (NRR) ≥ 100% Renewal rate ≥ 90–95% Expansion / upsell revenue Client health score improvement NPS / CSAT performance Why This Role Stands Out Direct ownership of revenue retention + growth High-impact role across product, sales, and customer experience Strong exposure to client strategy and decision-making Opportunity to build long-term client relationships Remote flexibility with structured expectations Interview Process Initial Phone Screen Video Interview Practical Task (QBR / account strategy scenario) Client Interview Offer & Background Verification Apply Now If you’re someone who: Builds strong client relationships Thinks in retention and expansion Drives outcomes, not just activity This role is a strong fit.
What you'll do
- Lead onboarding and define success criteria
- Configure accounts and deliver training
- Ensure smooth implementation
- Track early adoption and close gaps
- Manage 20–40 client accounts
- Act as the primary point of contact
- Build strong relationships with stakeholders
- Conduct regular check-ins and strategic calls
- Monitor usage via: Gainsight ChurnZero Totango
- Identify at-risk accounts early
- Execute re-engagement playbooks
- Deliver Quarterly Business Reviews (QBRs) aligned with ROI
- Triage client issues and escalate internally
- Work with product/technical teams for resolution
- Ensure issues are fully resolved and clients are satisfied
- Identify upsell and cross-sell opportunities
- Collaborate with sales teams on expansion
- Own renewal pipeline and timelines
- Prepare contracts and ensure smooth renewals
- Track and report: Client health Usage metrics Renewal status
- Capture client feedback and share with product teams
- Improve overall customer experience
- Review dashboards for: At-risk accounts Growth opportunities
- Conduct client calls (onboarding, check-ins, QBRs)
- Coordinate internally with: Support Product Sales
- Track renewals and expansion opportunities
- Update CRM and health scores
- Prepare insights and recommendations
- Ensure customers see value, stay, and grow
What they require
- 2–3+ years in: Customer Success Account Management Client-facing roles
- Experience with: Salesforce or HubSpot CS platforms (e.g., Gainsight, ChurnZero, Totango)
- Strong presentation skills (QBRs, demos, client reviews)
- Proven ability to: Manage accounts Drive renewals
- 3–5 years CSM/AM experience with revenue targets
- SaaS, B2B tech, or professional services background
- Familiarity with: NPS / CSAT Customer health scoring
- Experience creating: Playbooks Client decks Case studies
- You ensure customers see value, stay, and grow.
- Net Revenue Retention (NRR) ≥ 100%
- Renewal rate ≥ 90–95%
- Expansion / upsell revenue
- Client health score improvement
- NPS / CSAT performance
Benefits
- Direct ownership of revenue retention + growth
- High-impact role across product, sales, and customer experience
- Strong exposure to client strategy and decision-making
- Opportunity to build long-term client relationships
- Remote flexibility with structured expectations
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