Customer Success Manager – B2B SaaS (Financial, Legal & M&A Clients)

Customer Success Manager – B2B SaaS (Financial, Legal & M&A Clients)

Our client in the SaaS industry is looking for a Remote Customer Success Manager to add to their team. This is your opportunity to grow your customer success career while playing a key part in developing and refining the customer success function. You will manage a portfolio of strategic accounts in finance and legal sectors and support the improvement of onboarding, adoption, retention, and expansion processes.

Location

Remote (U.S. Based)

Pay Range

$80,000.00/yr - $100,000.00/yr

Benefits

• Medical
• Dental
• Vision
• FSA
• 401(k)
• PTO
• Stock Options (Company Equity)

Job Type

Full-Time

Typical Hours

M–F, 8:00 AM – 5:00 PM PT (flexible based on timezone)

Start Date

ASAP

Responsibilities

• Lead onboarding, QBRs, and adoption plans for strategic accounts
• Track and improve customer health, satisfaction, and retention
• Drive upsells, renewals, and expansion quota
• Support the creation of early-stage customer success playbooks and workflows
• Serve as the primary point of contact for top-tier clients
• Collaborate with sales, support, and product on account goals
• Support the creation of product training, demos, and customer-facing content
• Contribute to building scalable frameworks for a growing CS function

Qualifications

• 3+ years of Customer Success or Account Management experience required
• 2+ years of B2B SaaS experience required
• Legal, Finance, or similar high-compliance client experience required
• Quota-carrying experience with upsells and cross-sells required