Customer Success Lead: B2B ERP & Cloud (Remote)

Alta Vista Technology LLC; Royal Oak, Mesa (MI, AZ); Hybrid; USD 75,000 - 100,000; Full time

Job summary

Alta Vista Technology is seeking a Customer Success Manager to build strong relationships with B2B software customers and ensure they maximize value from ERP solutions. This role primarily operates remotely in the US, with potential hybrid options for local candidates.

You will drive customer satisfaction, retention, and adoption, collaborating with Sales and Marketing on renewals, expansions, and testimonials, while guiding customers through cloud transitions and ongoing support needs.

Qualifications

• 3-7 years of experience in a customer success or account management role in B2B software.
• Experience with ERP/CRM software; familiarity with Sage Intacct and Microsoft Dynamics preferred.
• Excellent CRM hygiene and documentation habits.

Responsibilities

• Proactively engage customers to facilitate business reviews and renewals.
• Collaborate with consulting and sales teams to identify upsell opportunities.
• Help customers move from on-prem to cloud solutions and generate new sales opportunities.
• Coordinate with marketing to build customer advocacy and testimonials.
• Maintain CRM documentation and manage communications with software vendors.

Skills

Relationship building

CRM proficiency

ERP/CRM knowledge

Communication skills

Team collaboration

Education

Bachelor's degree preferred

Tools

HubSpot CRM

Microsoft Dynamics CRM

Sage Intacct

Job description

Alta Vista Technology is seeking a Customer Success Manager to build strong relationships with B2B software customers and ensure they maximize value from ERP solutions. This role primarily operates remotely in the US, with potential hybrid options for local candidates.

You will drive customer satisfaction, retention, and adoption, collaborating with Sales and Marketing on renewals, expansions, and testimonials, while guiding customers through cloud transitions and ongoing support needs.