Offer summary

Qualifications:

2+ years of experience in customer success, onboarding, or account management., Strong command of spoken and written English with minimal accent., Proficiency with HubSpot CRM and experience conducting product walkthroughs or demos., Highly organized, process-oriented, and detail-focused..

Key responsibilities:

Lead client onboarding and deliver software demonstrations.

Serve as the main point of contact for assigned customers throughout their lifecycle.

Maintain CRM records and contact segmentation in HubSpot.

Track client engagement, identify churn risks, and flag upsell opportunities.

Job description

Job Title: Customer Success Manager
Location: Remote (EST Time Zone)
Salary Range: up to 2500 USD

Work Schedule: Monday - Thursday 9:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PM (EST)

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Sagan provides a high-performance remote work environment, ensuring access to world-class opportunities for top-tier professionals.

About the Company:

Sagan represents a fast-growing software company with a mission-driven team and a high-touch approach to client service. The company operates in a structured, process-driven environment and values clarity, detail, and relationship-building in every client interaction.

Position Overview:

We are looking for a proactive, articulate, and detail-oriented Customer Success Manager to lead client onboarding, software demonstrations, and long-term relationship growth. This role is central to ensuring new and existing clients are supported, well-informed, and engaged. The ideal candidate is confident with software tools (especially HubSpot), comfortable conducting client-facing demos, and passionate about delivering an exceptional customer experience.

Key Responsibilities:

Lead client onboarding and deliver software demonstrations at a clear, steady pace.
Serve as the main point of contact for assigned customers throughout their lifecycle.
Maintain CRM records and contact segmentation in HubSpot.
Schedule training, setup calls, and monthly follow-ups to ensure adoption and satisfaction.
Draft and send monthly newsletters, promotions, and event announcements through HubSpot.
Track client engagement, identify churn risks, and flag upsell opportunities.
Collaborate with internal teams to improve onboarding flow and retention strategy.
Monitor renewal timelines and support account growth through education and check-ins.

Qualifications:

2+ years of experience in customer success, onboarding, or account management.
Strong command of spoken and written English (minimal accent preferred).
Proficiency with HubSpot CRM.
Experience conducting product walkthroughs, demos, or client training.
Highly organized, process-oriented, and detail-focused.

Nice-to-Haves:

Previous experience in SaaS or working with loan or finance-related software.
Comfortable creating reports or tracking customer engagement metrics.
Calm, clear communicator who explains software thoroughly rather than rushing through.
Female candidates are encouraged to apply, in line with the teams preference for communication style.

Resume Submission Guidelines:

💡To help us review your application efficiently, please submit your resume in text-based PDF format only.

🔸Avoid uploading scanned documents, image files (JPG/PNG), or Word documents (DOC/DOCX) format to prevent your application from being overlooked.

📍Important: For timely processing, both your resume and introductory video must be submitted in English.

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