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Customer Success Manager

Key Facts

Remote From: 
Full time
Senior (5-10 years)
English

Other Skills

  • β€’
    Collaboration
  • β€’
    Multitasking
  • β€’
    Proactivity
  • β€’
    Verbal Communication Skills
  • β€’
    Relationship Building
  • β€’
    Executive Presence

Roles & Responsibilities

  • 2–3+ years of experience in Customer Success, Account Management, or Relationship Management.
  • Proficiency with CRM platforms (Salesforce, HubSpot) and Customer Success tools; experience conducting onboarding calls, QBRs, account reviews, and client presentations.
  • Proven ability to manage client accounts, drive renewals, reduce churn, and own revenue growth.
  • Excellent written and verbal English communication; strong organizational and multitasking skills; comfortable working remotely.

Requirements:

  • Own customer onboarding, product adoption, and implementation for new clients; define success goals and adoption milestones; deliver training sessions and onboarding walkthroughs.
  • Manage a portfolio of 20–40 client accounts; serve as the primary contact for relationships; conduct recurring check-ins, strategy calls, and Quarterly Business Reviews (QBRs).
  • Monitor customer health and retention; identify adoption risks, churn indicators, and engagement gaps; execute re-engagement and retention playbooks.
  • Drive renewals and expansion; own renewal pipeline and timelines; identify upsell/cross-sell opportunities; collaborate with sales to ensure smooth contract execution and strong Net Revenue Retention.

Job description

πŸš€ Customer Success Manager (CSM / Account Manager – SaaS, Renewals & Growth) – Remote

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

πŸ’Ό About the Role

We’re hiring a proactive and relationship-driven Customer Success Manager (CSM) / Account Manager to own customer relationships, drive product adoption, and protect + grow recurring revenue.

This is not a support-only role.

You’ll be responsible for:
βœ… client onboarding
βœ… product adoption
βœ… account management
βœ… renewals & retention
βœ… upsell and expansion opportunities
βœ… customer health monitoring

You’ll manage a portfolio of accounts while partnering closely with:

  • sales
  • product
  • support
  • leadership

to ensure customers see measurable value and remain long-term partners.

If you think in terms of:

  • retention
  • expansion
  • customer outcomes
  • revenue growth
  • proactive relationship management

this role is a strong fit.

πŸ”₯ What You’ll Own

Customer Onboarding & Product Adoption

  • Lead onboarding and implementation processes for new clients
  • Define customer success goals and adoption milestones
  • Deliver:
    • training sessions
    • onboarding walkthroughs
    • product guidance
  • Ensure smooth implementation and time-to-value
  • Monitor early adoption and proactively close usage gaps

Account & Relationship Management

  • Manage a portfolio of 20–40 client accounts
  • Serve as the primary point of contact for customer relationships
  • Build strong relationships with:
    • executives
    • stakeholders
    • end users
  • Conduct:
    • recurring check-ins
    • strategy calls
    • Quarterly Business Reviews (QBRs)
  • Maintain strong engagement and long-term account health

Proactive Client Engagement & Retention

  • Monitor account health using platforms such as:
    • Gainsight
    • ChurnZero
    • Totango
  • Identify:
    • adoption risks
    • churn indicators
    • engagement gaps
      early
  • Execute re-engagement and retention playbooks proactively
  • Align customer outcomes with measurable ROI and business goals

Support Coordination & Escalation Management

  • Triage and coordinate client issues internally
  • Partner with:
    • support teams
    • technical teams
    • product stakeholders
      to resolve issues efficiently
  • Ensure clients remain informed throughout issue resolution
  • Advocate for customer needs while balancing business priorities

Renewals, Expansion & Revenue Growth

  • Own the renewal pipeline and renewal timelines
  • Identify:
    • upsell opportunities
    • cross-sell opportunities
    • account expansion opportunities
  • Collaborate with sales teams on account growth initiatives
  • Prepare renewal documentation and ensure smooth contract execution
  • Drive strong Net Revenue Retention (NRR) performance

Reporting & Customer Feedback

  • Track and report:
    • customer health scores
    • usage metrics
    • renewal forecasts
    • retention performance
  • Capture customer feedback and communicate insights internally
  • Help improve:
    • onboarding
    • product experience
    • customer journey
    • retention strategies

πŸ’» Required Experience & Skills

Core Requirements

  • 2–3+ years of experience in:
    • Customer Success
    • Account Management
    • Client Success
    • Relationship Management
  • Strong experience with:
    • Salesforce
    • HubSpot
    • CRM platforms
    • Customer Success tools
  • Experience conducting:
    • QBRs
    • onboarding calls
    • account reviews
    • client presentations
  • Proven ability to:
    • manage client accounts
    • drive renewals
    • reduce churn
  • Excellent written and verbal English communication skills
  • Strong organizational and multitasking abilities
  • Comfortable working independently in a remote environment

⭐ Nice to Have

  • 3–5+ years of Customer Success or Account Management experience
  • SaaS, B2B technology, or professional services background
  • Familiarity with:
    • NPS
    • CSAT
    • customer health scoring
    • retention analytics
  • Experience creating:
    • customer playbooks
    • client presentations
    • case studies
    • adoption strategies
  • Revenue ownership or quota-carrying experience

🧠 What Makes You a Strong Fit

  • You think in customer outcomes and revenue retention
  • You balance:
    • client advocacy
    • business impact
  • You are proactive, organized, and highly responsive
  • You build trust quickly with stakeholders
  • You manage multiple accounts without losing visibility
  • You focus on long-term customer value β€” not reactive support
  • You communicate with confidence and executive presence

πŸ“… What a Typical Day Looks Like

  • Review dashboards for:
    • at-risk accounts
    • product adoption
    • expansion opportunities
  • Conduct onboarding, check-in, and QBR calls
  • Coordinate internally with:
    • product
    • support
    • sales
  • Track renewals and account growth opportunities
  • Update CRM and customer health records
  • Prepare recommendations and client insights
  • Follow up proactively with customers to drive engagement

In short:
You ensure customers see value, stay engaged, renew successfully, and grow over time.

πŸ“Š Key Metrics for Success (KPIs)

  • Net Revenue Retention (NRR) β‰₯ 100%
  • Renewal rate β‰₯ 90–95%
  • Expansion and upsell revenue growth
  • Customer health score improvement
  • Product adoption and engagement metrics
  • NPS / CSAT performance
  • Churn reduction and account retention

🌟 Why This Role Stands Out

  • Direct ownership of retention and revenue growth
  • Strong exposure to:
    • customer strategy
    • account growth
    • SaaS operations
    • executive client communication
  • High-impact role across:
    • product
    • sales
    • support
    • customer experience
  • Opportunity to build long-term customer relationships
  • Fully remote role with strong ownership and visibility
  • Growth opportunities into:
    • Senior CSM
    • Strategic Account Management
    • Customer Success Leadership
    • Revenue Operations

πŸ§ͺ Interview Process

  • Initial Phone Screen
  • Video Interview
  • Practical Task (QBR / Account Strategy Scenario)
  • Client Interview
  • Offer & Background Verification

πŸ‘‰ Apply Now

If you:

  • build strong client relationships
  • think in retention and expansion
  • proactively drive customer outcomes
  • enjoy managing accounts and growing revenue

this role is a strong fit for you.

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