Customer Success Lead - Onboarding & Renewals, Remote

raydar; United States; Remote; USD 80,000 - 110,000; Full time

Benefits offered by this job

Equity

Unlimited PTO

Health, dental and vision coverage

Remote work in US or Canada

Job summary

Raydar is seeking a results-driven Customer Success Manager to own the post-sale journey for a portfolio of accounts in a subscription software environment serving finance or accounting professionals. You’ll guide onboarding, drive adoption, and pursue renewal and expansion opportunities.

You’ll lead kickoff calls, hold regular business reviews, collaborate with sales to manage renewal risk, and develop education content to help customers get value quickly.

Qualifications

• Hands-on experience training customers on product features in a customer success role at a subscription software business serving finance or accounting professionals.
• A track record of top-tier performance against metrics such as retention and revenue.

Responsibilities

• Lead kickoff calls with new customers, teach them to use the product and complete technical setup so they see value quickly.
• Hold recurring customer meetings, internal enablement sessions and quarterly business reviews to encourage use of core and add-on features.
• Partner with account executives to spot early warning signs that could put a renewal at risk.
• Maintain strong renewal and retention rates, including the first renewal after the initial subscription period.
• Reach out proactively to accounts in your portfolio and respond promptly to inbound support questions.
• Create and maintain customer education content, such as recorded feature walkthroughs and written guides for email programs.
• Drive expansion revenue within existing accounts to grow recurring revenue.
• Document best practices and build engagement templates for key milestones across different user types.
• Help the team refine internal processes to reduce friction and improve customer outcomes.

Skills

Customer success

Product training

Relationship management

Sales alignment

Salesforce

Tools

Salesforce

Job description

Raydar is seeking a results-driven Customer Success Manager to own the post-sale journey for a portfolio of accounts in a subscription software environment serving finance or accounting professionals. You’ll guide onboarding, drive adoption, and pursue renewal and expansion opportunities.

You’ll lead kickoff calls, hold regular business reviews, collaborate with sales to manage renewal risk, and develop education content to help customers get value quickly.