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Customer Success Manager

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • β€’
    Communication
  • β€’
    Teamwork
  • β€’
    Relationship Building
  • β€’
    Problem Solving

Roles & Responsibilities

  • 2+ years of experience in Customer Success, Account Management, Client Success, or SaaS support/relationship management
  • Strong communication and presentation skills
  • Experience using Salesforce and HubSpot
  • Familiarity with customer health platforms (Gainsight, ChurnZero, Totango) and NPS/CSAT metrics

Requirements:

  • Lead onboarding sessions and product training; guide client implementation and adoption; track onboarding progress and identify usage gaps early
  • Manage a portfolio of active client accounts as the primary contact; conduct regular check-ins and strategic business reviews (QBRs)
  • Monitor account health to drive renewals and long-term retention; identify at-risk accounts and re-engage them using health signals from platforms
  • Identify upsell and cross-sell opportunities; partner with sales to expand accounts; support renewal conversations and contract reviews

Job description

πŸ’Ό Customer Success Manager (CSM) – SaaS / B2B Accounts

Full-Time | Remote | U.S. Business Hours

πŸš€ About the Role

We’re hiring a Customer Success Manager (CSM) for one of our growing clients.

This role is ideal for someone who enjoys:

  • Building strong client relationships
  • Driving renewals and account growth
  • Solving problems proactively
  • Acting as a trusted advisor to customers

You’ll own a portfolio of client accounts and help customers get maximum value from the platform while improving retention, satisfaction, and expansion revenue.

πŸ’» What You’ll Do

Client Onboarding & Adoption

  • Lead onboarding sessions and product training
  • Help clients successfully implement and adopt the platform
  • Track onboarding progress and identify usage gaps early

Relationship Management

  • Manage a portfolio of active client accounts
  • Serve as the primary point of contact for stakeholders
  • Conduct regular check-ins and strategic business reviews (QBRs)

Customer Health & Retention

  • Monitor account health using:
    • Gainsight
    • ChurnZero
    • Totango
    • CRM dashboards
  • Identify at-risk accounts and proactively re-engage them
  • Ensure strong renewals and long-term retention

Upsells & Account Growth

  • Identify upsell and cross-sell opportunities
  • Partner with sales teams to expand accounts
  • Support renewal conversations and contract reviews

Cross-Functional Collaboration

  • Work closely with support, product, and sales teams
  • Escalate issues and ensure timely resolution
  • Share customer feedback to improve products and customer experience

πŸ”₯ What We’re Looking For

  • 2+ years of experience in:
    • Customer Success
    • Account Management
    • Client Success
    • SaaS support or relationship management
  • Strong communication and presentation skills
  • Experience using:
    • Salesforce
    • HubSpot
    • Gainsight
    • ChurnZero
    • Totango
  • Ability to manage multiple client accounts simultaneously
  • Strong problem-solving and relationship-building skills

⭐ Nice to Have

  • SaaS or B2B technology background
  • Experience managing renewals or revenue targets
  • Familiarity with:
    • NPS
    • CSAT
    • Customer health scoring
  • Experience creating client-facing decks, QBRs, or playbooks

🧠 What a Typical Day Looks Like

  • Review dashboards for:
    • At-risk accounts
    • Upsell opportunities
    • Customer health trends
  • Lead onboarding calls and QBRs
  • Coordinate internally with support and product teams
  • Prepare renewal forecasts and account plans
  • Update CRM notes and customer health metrics

In short: you help clients succeed, renew, and grow.

πŸ“Š Success Looks Like

  • High renewal and retention rates
  • Strong customer satisfaction (NPS/CSAT)
  • Expansion revenue growth
  • Healthy and engaged client accounts
  • Proactive issue resolution and account management

🌍 Why This Role Stands Out

  • Fully remote opportunity
  • Direct ownership of client relationships
  • Strong growth potential within Customer Success
  • Exposure to SaaS, B2B, and revenue operations
  • High-impact role with visibility across teams

πŸ§ͺ Interview Process

  • Initial Screening Call
  • Recruiter Interview
  • Practical Assessment (QBR or account strategy exercise)
  • Final Client Interview
  • Offer & Background Verification

πŸ‘‰ Apply Now

If you:

  • Enjoy relationship-building and problem-solving
  • Thrive in client-facing environments
  • Want a role focused on retention, growth, and customer experience

This opportunity is a strong fit for you.

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