Customer Success Manager (SaaS, Account Management, Renewals & Retention) – Remote | U.S. Hours
- Role
- Support
- Experience
- Mid
- Employment
- Full-time
Open to PE only · UTC-10…UTC-4. Set where you work from to check your eligibility.
No BS summary
Pavago is hiring a Customer Success Manager / Account Manager for one of its clients. This role involves owning the customer lifecycle from onboarding to renewals and upsells, managing a portfolio of 20-40 accounts, and collaborating with internal teams to ensure customer value and retention.
Required skills
Optional skills
Required languages
Customer Success Manager (SaaS, Account Management, Renewals & Retention) – Remote | U.S. Hours
Position Type: Full-Time, Remote Working Hours: U.S. Business Hours
About the Role
At Pavago, one of our clients is hiring a Customer Success Manager (CSM) / Account Manager to own customer relationships, increase product adoption, drive renewals, and grow existing accounts.
This is not a support-only role .
You’ll own the customer lifecycle across:
Client onboarding Product adoption Account management Customer retention Renewals Upsells and expansion Customer health and engagement
You’ll manage a portfolio of accounts while working closely with Sales, Product, Support, and leadership to ensure customers achieve measurable value and remain long-term partners.
If you’re proactive, relationship-driven, and understand how customer outcomes connect to retention and recurring revenue , this role is a strong fit.
What You’ll Own
Customer Onboarding & Product Adoption
Lead onboarding and implementation for new customers Establish customer goals, success plans, and adoption milestones Deliver product training, onboarding walkthroughs, and ongoing guidance Drive faster time-to-value Monitor early product usage and address adoption gaps proactively Ensure customers understand how to get measurable value from the product
Account & Relationship Management
Manage a portfolio of approximately 20–40 customer accounts Serve as the primary relationship owner for assigned clients Build relationships with executives, key stakeholders, and end users Conduct:
Regular client check-ins Strategy calls Account reviews Quarterly Business Reviews (QBRs)
Maintain consistent engagement and visibility across the customer portfolio
Retention & Customer Health
Monitor customer health, usage, and engagement Identify:
Churn risks Low adoption Engagement gaps At-risk accounts
Use Customer Success platforms such as:
Gainsight ChurnZero Totango
Execute proactive retention and re-engagement strategies Connect product usage and customer outcomes to measurable ROI
Renewals, Upsells & Account Growth
Own renewal timelines and maintain an accurate renewal pipeline Drive customers toward successful contract renewals Identify opportunities for:
Upselling Cross-selling Account expansion
Partner with Sales on strategic growth opportunities Support renewal documentation and contract execution Contribute directly to strong Net Revenue Retention (NRR)
Support & Escalation Management
Coordinate customer issues across internal teams Partner with:
Technical Support Product Sales Engineering or technical stakeholders
Ensure escalations are handled efficiently Keep customers informed throughout the resolution process Advocate for customer needs while maintaining business priorities
Reporting & Customer Insights
Track:
Customer health scores Product usage Renewal forecasts Retention Expansion opportunities
Maintain accurate customer and account information in the CRM Capture customer feedback and communicate insights internally Help improve:
Onboarding Product experience Customer journey Retention playbooks Adoption strategies
Required Experience & Skills
2–3+ years of experience in:
Customer Success Account Management Client Success Relationship Management
Proven experience managing a portfolio of customer accounts Experience with:
Client onboarding QBRs Account reviews Renewals Customer retention
Hands-on experience with:
Salesforce HubSpot Similar CRM platforms
Familiarity with Customer Success platforms or customer health tracking Strong ability to identify and manage at-risk accounts Excellent written and verbal English communication Strong presentation and stakeholder-management skills Highly organized and comfortable managing multiple accounts simultaneously Ability to work independently in a remote environment
Nice to Have
3–5+ years of Customer Success or Account Management experience SaaS, B2B technology, or professional services experience Familiarity with:
Gainsight ChurnZero Totango NPS CSAT Customer health scoring Retention analytics
Experience creating:
Customer success playbooks QBR presentations Adoption plans Case studies
Experience owning a renewal or expansion quota Proven upsell or cross-sell experience
What Makes You a Strong Fit
You build trusted, long-term client relationships You think proactively rather than waiting for customers to raise issues You understand the connection between adoption, customer outcomes, retention, and revenue You’re comfortable discussing renewals and expansion opportunities You can manage multiple accounts without losing visibility or follow-through You communicate confidently with executives and key stakeholders You balance customer advocacy with commercial business objectives
What a Typical Day Looks Like
You might start by reviewing customer health dashboards to identify at-risk accounts, upcoming renewals, and expansion opportunities.
Throughout the day, you’ll conduct onboarding sessions, customer check-ins, strategy calls, and QBRs while coordinating with Product, Sales, and Support on customer needs.
You’ll also update account records, track renewal opportunities, follow up with customers, and develop recommendations to improve adoption and account value.
In short: you ensure customers see value, stay engaged, renew successfully, and grow their relationship with the business over time.
Key Metrics for Success
Net Revenue Retention (NRR): 100%+ Renewal Rate: 90–95%+ Churn reduction Expansion and upsell revenue Product adoption and engagement Customer health scores NPS and CSAT Successful onboarding and time-to-value Renewal forecast accuracy
Why This Role Stands Out
Direct ownership of customer retention and recurring revenue Opportunity to manage meaningful long-term client relationships Exposure to SaaS customer strategy and account growth Cross-functional collaboration with Sales, Product, and Support High visibility and ownership in a remote environment Career growth into:
Senior Customer Success Manager Strategic Account Manager Customer Success Leadership Revenue Operations
Interview Process
Initial Application Review Spark Hire Intro Video Video Interview Practical Task – QBR / Account Strategy Scenario Client Interview Offer & Background Verification
Apply Now
If you have experience managing customer relationships, driving adoption, protecting renewals, and identifying account growth opportunities, we’d love to hear from you.
Apply today and help turn strong customer outcomes into long-term retention and recurring revenue growth .
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What you'll do
- Lead onboarding and implementation for new customers, establishing goals, success plans, and adoption milestones.
- Manage a portfolio of approximately 20–40 customer accounts, serving as the primary relationship owner and conducting regular check-ins, strategy calls, and QBRs.
- Monitor customer health, usage, and engagement to identify churn risks and execute proactive retention strategies.
- Own renewal timelines, drive successful contract renewals, and identify opportunities for upselling, cross-selling, and account expansion.
- Coordinate customer issues across internal teams (Technical Support, Product, Sales, Engineering) to ensure efficient escalation handling and resolution.
What they require
- 2–3+ years of experience in Customer Success, Account Management, Client Success, or Relationship Management.
- Proven experience managing a portfolio of customer accounts, including client onboarding, QBRs, account reviews, renewals, and customer retention.
- Hands-on experience with CRM platforms like Salesforce or HubSpot.
- Familiarity with Customer Success platforms or customer health tracking.
- Excellent written and verbal English communication, strong presentation, and stakeholder-management skills.
Benefits
- Direct ownership of customer retention and recurring revenue.
- Opportunity to manage meaningful long-term client relationships.
- Exposure to SaaS customer strategy and account growth.
- Cross-functional collaboration with Sales, Product, and Support.
- Career growth into Senior Customer Success Manager, Strategic Account Manager, or Customer Success Leadership.
Pavago is hiring for one of its clients seeking an Accounting & Finance Coordinator to support finance and operations teams.