Customer Success Manager

Evlo AI; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Evlo AI is seeking a post-sale leader to own the customer lifecycle for a portfolio of B2B SaaS accounts. You will drive adoption, retention, and expansion by partnering with technical stakeholders to realize platform value.

You will lead onboarding, monitor health metrics, and coordinate quarterly business reviews while advocating for customer needs with product and engineering to ensure renewals and long-term partnerships.

Qualifications

• 3-6 years of experience in customer success, account management, or technical consulting in B2B SaaS.
• Strong ability to understand APIs, data integrations, and enterprise software architectures.
• Excellent communication and presentation skills, comfortable leading discussions with C-level executives.

Responsibilities

• Drive onboarding, training, and strategic implementation for enterprise SaaS accounts.
• Monitor customer health metrics, product usage data, and engagement scores to mitigate churn risk.
• Identify and execute upsell and cross-sell opportunities with account executives.
• Lead quarterly business reviews to present ROI and adoption metrics.
• Advocate for customer feature requests with product and engineering teams.
• Maintain pristine CRM records of customer interactions, escalations, and renewals.

Skills

Customer Success

Account Management

Technical Aptitude

Renewal Management

CRM Systems

Data Analytics

Tools

Salesforce

Gainsight

APIs

Integrations

Job description

About The Role

The role owns the post-sale customer lifecycle, driving adoption, retention, and expansion across a portfolio of B2B SaaS accounts.

About The Role

The role owns the post-sale customer lifecycle, driving adoption, retention, and expansion across a portfolio of B2B SaaS accounts.

You will partner directly with technical stakeholders and executive sponsors to ensure platform value is fully realized and integrated into customer workflows.

Key Responsibilities

• Drive onboarding, training, and strategic implementation for enterprise SaaS accounts


• Monitor customer health metrics, product usage data, and engagement scores to mitigate churn risk


• Identify and execute upsell and cross-sell opportunities in partnership with account executives


• Lead quarterly business reviews to present ROI, adoption metrics, and strategic roadmap alignment


• Advocate for customer feature requests and technical requirements with product and engineering teams


• Maintain pristine CRM records of customer interactions, support escalations, and renewal timelines

What We Are Looking For

• 3-6 years of customer success, account management, or technical consulting experience in B2B SaaS


• Strong technical aptitude with the ability to understand complex APIs, data integrations, and enterprise software architectures


• Excellent communication and presentation skills, comfortable leading discussions with C-level executives


• Demonstrated track record of managing renewal portfolios and driving net revenue retention


• Proficiency with modern CRM and customer success platforms (Salesforce, Gainsight, or similar)


• Bonus: Experience in fintech or data infrastructure domains, and prior technical support background