Customer Success Manager leading customer onboarding and lifecycle in B2B SaaS. Focusing on activation, retention, and expansion for high-value customers.
Responsibilities
Own Activation & Onboarding
Lead customers from kickoff through onboarding, driving rapid time-to-value and strong early adoption.
Manage structured implementation including technical setup, enablement, outbound campaign configuration, and testing.
Align with customer stakeholders on goals, workflows, and success plans that create early momentum.
Drive Adoption Across the Lifecycle
Guide customers post-onboarding through regular touchpoints focused on performance, usage, and outcomes.
Identify adoption gaps quickly and put clear, actionable plans in place to course correct.
Maintain a strong understanding of each customer's operational needs and evolving expectations.
Own Renewal & Expansion
Serve as the primary strategic partner from activation through renewal.
Maintain executive alignment, proactive communication, and multithreaded relationships.
Identify expansion opportunities based on usage and customer maturity, and support or lead commercial conversations by framing value, ROI, and measurable impact.
Use Data to Drive Strategy
Analyze customer behavior, feature adoption, and outbound performance to assess health and surface risk.
Deliver insight-rich business reviews that move customers toward stronger performance.
Flag at-risk accounts early and build targeted intervention plans.
Influence Product
Maintain a tight feedback loop with Product on friction points, feature gaps, and patterns uncovered throughout the customer journey.
Document and share insights to create repeatable wins across the customer base.
Requirements
5+ years in Customer Success, Implementation, Account Management, or a similar customer-facing role in a high-growth B2B SaaS environment
Demonstrated success owning customer relationships across onboarding and lifecycle
Experience supporting or leading renewals and expansions
Background in outbound sales tools, RevOps, or GTM technology is a strong plus
Benefits
Comprehensive benefits package including medical, dental, vision, and 401(k)
Assistente de CRM supporting marketing strategies by operationalizing campaigns in CRM for customer engagement and retention. Driven to enhance customer journeys and base growth through diverse campaigns.
Dynamics CRM Technical Consultant role developing and supporting Dynamics 365 Sales and Marketing systems at Clarion Housing Group. Engaging with customers and ensuring systems are maintained with a focus on quality and resilience.
Clinical Success Manager at Abridge improving nursing workflows with AI. Collaborating with diverse teams to launch products that bridge clinical conversations and actionable data.
Customer Success Executive managing end - to - end experience for F&B clients. Onboarding and supporting clients for optimal system utilization in a hybrid work environment.
Customer Success & Compliance Analyst at Spiko focusing on onboarding and support for investors while collaborating with internal teams. Enhancing customer satisfaction and operational efficiency in a fintech environment.
Head of Customer Success managing the Customer Success function to drive revenue growth at ablefy. Building relationships with customers and leading a high - performing team in a SaaS environment.
Analista de Planejamento Pleno - CRM developing customer relationship strategies to enhance retention at Cheil Brasil. Collaborating with teams to utilize data for improved consumer engagement.
Dedicated Customer Success Manager ensuring support for top producer accounts at Trustmark. Responsible for managing relationships and customer satisfaction post - implementation.