Customer Success Manager – B2B SaaS (Financial, Legal & M&A Clients)
[Remote] Customer Success Manager (B2B SaaS exp req) Location: Remote (U.S. Based) Salary: $80,000 - $100,000 Base + Uncapped Bonuses | OTE: $100k–$120k Benefits: Medical, Dental, Vision, FSA, 401(k), PTO, Stock Options (Company Equity) Job Type: Full-Time Typical Hours: M–F, 8:00 PM – 5:00 PM PT (flexible based on timezone) Start Date: ASAP Sponsorship: Not available [Remote] Customer Success Manager (B2B SaaS exp req) Description 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. Our client is seeking someone who is motivated by building structure, contributing ideas, and influencing customer programs as the organization scales. To succeed, you must bring proven quota-carrying experience in a SaaS customer success role and experience supporting Legal, Finance, or other high-compliance industries. Ideal candidates will have a track record of driving adoption and achieving expansion revenue targets. This is an exciting opportunity to join a rapidly growing SaaS company and make a meaningful impact as the customer success function evolves. [Remote] Customer Success Manager (B2B SaaS exp req) 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 [Remote] Customer Success Manager (B2B SaaS exp req) Qualifications • Bachelor’s Degree required • 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 Apply tot his job