Customer Success Manager

Evlo AI; Miami (FL); On-site; USD 75,000 - 120,000; Full time

Job summary

Evlo AI is seeking a Customer Success Manager to own post-sale outcomes for a portfolio of B2B SaaS customers in a fast-paced cloud platform environment. You will guide onboarding, drive adoption, and help customers realize measurable value from our solutions, coordinating with engineering, product, and support teams to resolve risks before they impact renewal cycles.

You will build success plans, conduct quarterly business reviews, and monitor health metrics across Salesforce, Gainsight, and

Qualifications

• 3-6 years of experience in customer success, account management, solutions consulting, or another client-facing role at a B2B SaaS or technology company.
• Demonstrated success managing a portfolio of customers, improving adoption, and supporting renewals or expansion revenue.
• Technical fluency with SaaS platforms, APIs, integrations, identity and access management, and data workflows; able to communicate effectively with engineers and business users.
• Experience using CRM and customer success systems such as Salesforce, Gainsight, HubSpot, Zendesk, or comparable tools.
• Strong presentation, discovery, negotiation, and written communication skills with the ability to engage both executives and technical stakeholders.
• Highly organized and analytical; able to manage multiple accounts, prioritize risk, and use customer data to drive decisions.
• Bonus: Experience with developer tools, cloud infrastructure, cybersecurity, data platforms, or enterprise software; familiarity with SQL, REST APIs, or product analytics

Responsibilities

• Manage a portfolio of SaaS customers across onboarding, adoption, renewal, and expansion stages
• Build success plans with defined business outcomes, milestones, stakeholders, and usage targets
• Lead quarterly business reviews using product telemetry, CRM data, and customer health metrics
• Monitor adoption and retention signals in tools such as Salesforce, Gainsight, HubSpot, and product analytics platforms
• Partner with solutions engineering and support to troubleshoot integrations, APIs, SSO, data workflows, and other technical blockers
• Identify renewal and expansion opportunities and coordinate account strategy with account executives
• Maintain accurate CRM records, forecast renewals, document risks, and communicate action plans to internal teams

Skills

Customer success

Account management

Solutions consulting

CRM systems

Communication

Presentation skills

Analytical thinking

Negotiation

Technical fluency

Tools

Salesforce

Gainsight

HubSpot

Zendesk

APIs

REST APIs

Job description

About The Role

The Customer Success Manager owns post-sale outcomes for a portfolio of B2B SaaS customers, helping technical and business stakeholders adopt a cloud-based platform, expand usage, and realize measurable value. The role manages onboarding, health monitoring, renewals, and executive relationships across the customer lifecycle.

About The Role

The Customer Success Manager owns post-sale outcomes for a portfolio of B2B SaaS customers, helping technical and business stakeholders adopt a cloud-based platform, expand usage, and realize measurable value. The role manages onboarding, health monitoring, renewals, and executive relationships across the customer lifecycle.

You will work with solutions engineers, product, support, and account executives to translate customer goals into success plans, drive product adoption, and resolve risks before they affect retention. The role is highly consultative and combines technical fluency, commercial judgment, and disciplined account management.

Key Responsibilities

• Manage a portfolio of SaaS customers across onboarding, adoption, renewal, and expansion stages
• Build success plans with defined business outcomes, milestones, stakeholders, and usage targets
• Lead quarterly business reviews using product telemetry, CRM data, and customer health metrics
• Monitor adoption and retention signals in tools such as Salesforce, Gainsight, HubSpot, and product analytics platforms
• Partner with solutions engineering and support to troubleshoot integrations, APIs, SSO, data workflows, and other technical blockers
• Identify renewal and expansion opportunities and coordinate account strategy with account executives
• Maintain accurate CRM records, forecast renewals, document risks, and communicate action plans to internal teams

What We Are Looking For

• 3-6 years of experience in customer success, account management, solutions consulting, or another client-facing role at a B2B SaaS or technology company
• Demonstrated success managing a portfolio of customers, improving adoption, and supporting renewals or expansion revenue
• Technical fluency with SaaS platforms, APIs, integrations, identity and access management, and data workflows; able to communicate effectively with engineers and business users
• Experience using CRM and customer success systems such as Salesforce, Gainsight, HubSpot, Zendesk, or comparable tools
• Strong presentation, discovery, negotiation, and written communication skills with the ability to engage both executives and technical stakeholders
• Highly organized and analytical; able to manage multiple accounts, prioritize risk, and use customer data to drive decisions
• Bonus: Experience with developer tools, cloud infrastructure, cybersecurity, data platforms, or enterprise software; familiarity with SQL, REST APIs, or product analytics