Customer Success Manager

Evlo AI; Denver (CO); On-site; USD 90,000 - 120,000; Full time

Job summary

Evlo AI is seeking a Customer Success Manager to own post-sale relationships for a portfolio of B2B SaaS customers leveraging cloud-based data integration, workflow automation, and API products. You will partner with solutions engineers, product, support, and account executives to guide implementations, drive adoption, and protect renewals.

You will monitor health, conduct reviews, and collaborate on renewal strategy, expansion opportunities, and executive escalations to ensure customers realize

Qualifications

• 3–6 years of experience in customer success or related client-facing roles at a B2B technology company.
• Experience managing SaaS customers through onboarding, renewal, and expansion cycles with retention or revenue outcomes.
• Working knowledge of APIs, webhooks, data integrations, authentication concepts, and cloud software deployment workflows.
• Excellent written and verbal communication skills, including the ability to explain technical concepts to developers and executive stakeholders.
• Bachelor’s degree in business, information systems, computer science, communications, or a related field; equivalent professional experience accepted.

Responsibilities

• Manage a portfolio of mid-market and enterprise customers across onboarding, adoption, renewal, and expansion milestones.
• Build success plans documenting objectives, requirements, deployment phases, targets, and stakeholders.
• Lead recurring business reviews using product analytics, health scores, and ROI metrics to identify risks and opportunities.
• Coordinate with solutions engineering and support to resolve API, integration, data-sync, and workflow issues while maintaining momentum.
• Monitor account health in Salesforce and CS platforms; maintain notes, forecasts, and actions.
• Partner with account executives on renewal strategy, expansion discovery, pricing conversations, and escalations.
• Create customer feedback loops for product and engineering by synthesizing feature requests and adoption barriers.

Skills

Customer success

Account management

SaaS

Data integrations

Salesforce

Communication

Education

Bachelor's degree in business, information systems, computer science, communications, or related field

Tools

Gainsight

Planhat

Salesforce

Job description

About The Role

The Customer Success Manager will own post-sale relationships for a portfolio of B2B SaaS customers using cloud-based data integration, workflow automation, and API products. The role combines technical discovery, adoption planning, stakeholder management, and commercial judgment to help customers realize measurable value from the platform.

About The Role

The Customer Success Manager will own post-sale relationships for a portfolio of B2B SaaS customers using cloud-based data integration, workflow automation, and API products. The role combines technical discovery, adoption planning, stakeholder management, and commercial judgment to help customers realize measurable value from the platform. You will partner with solutions engineers, product, support, and account executives to guide implementations, increase product adoption, and protect renewals. Success means customers are live on critical workflows, expanding usage where appropriate, and able to clearly connect the product to operational and business outcomes.

Key Responsibilities

• Manage a portfolio of mid-market and enterprise customers across onboarding, adoption, renewal, and expansion milestones
• Build success plans that document customer objectives, technical requirements, deployment phases, usage targets, and executive stakeholders
• Lead recurring business reviews using product analytics, health scores, support trends, and ROI metrics to identify risks and opportunities
• Coordinate with solutions engineering and support to resolve API, integration, data-sync, and workflow issues without losing commercial momentum
• Monitor account health in Salesforce and customer-success platforms such as Gainsight, Catalyst, or Planhat; maintain accurate notes, forecasts, and action plans
• Partner with account executives on renewal strategy, expansion discovery, pricing conversations, and executive escalations
• Create customer feedback loops for product and engineering by synthesizing feature requests, adoption barriers, and recurring technical issues

What We Are Looking For

• 3-6 years of experience in customer success, account management, solutions consulting, implementation, or another client-facing role at a B2B technology company
• Experience managing SaaS customers through onboarding, adoption, renewal, and expansion cycles, with responsibility for retention or revenue outcomes
• Working knowledge of APIs, webhooks, data integrations, authentication concepts, and cloud software deployment workflows
• Strong command of Salesforce and familiarity with customer-success, product-analytics, support, and collaboration tools
• Excellent written and verbal communication skills, including the ability to explain technical concepts to both developers and executive stakeholders
• Bachelor’s degree in business, information systems, computer science, communications, or a related field; equivalent professional experience accepted
• Bonus: Experience with data platforms, iPaaS, developer tools, observability, or workflow automation; familiarity with SQL, REST APIs, or tools such as Postman