[Remote] Customer Success Manager – B2B SaaS (Financial, Legal & M&A Clients)
Note: The job is a remote job and is open to candidates in USA. #twiceasnice Recruiting is seeking a Remote Customer Success Manager for a client in the SaaS industry. This role involves managing a portfolio of strategic accounts in finance and legal sectors, focusing on improving onboarding, adoption, retention, and expansion processes. 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 Skills • 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 Benefits • Medical • Dental • Vision • FSA • 401(k) • PTO • Stock Options (Company Equity) Company Overview • We're better than your recruiter. We're #twiceasnice. It was founded in 2017, and is headquartered in Boston, Massachusetts, USA, with a workforce of 51-200 employees. Its website is Apply tot his job