Customer Success Manager, Agentia

Copado; New Orleans (LA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) Plan

Paid Time Off

Wellness Perks

Job summary

Copado, a leader in DevOps for Salesforce, is seeking an experienced customer-facing professional to manage high-value accounts. You will drive renewals, orchestrate cross-functional collaboration, and use ChurnZero, Chargebee, and Salesforce to automate workflows and monitor health signals.

You will lead product demonstrations, develop transition roadmaps, and guide customers from onboarding to full Agentia adoption, with a focus on expansion and retention across a growing portfolio.

Qualifications

• 2–4+ years in customer-facing SaaS roles such as Account Management, Customer Success, Customer Activation, or Sales/BD.
• Strong consultative background with proven experience identifying growth signals, delivering product demos, and leading commercial renewal discussions.
• Ability to articulate SaaS product capabilities, AI workflows, and DevOps or Salesforce concepts clearly without requiring deep software engineering skills.
• Hands-on familiarity with modern CS and RevOps platforms, including ChurnZero, Chargebee, and Salesforce, with an emphasis on workflow automation.

Responsibilities

• Own contract renewals, commercial health, and retention efforts across your focus portfolio.
• Act as the central cross-functional hub for accounts, triaging technical issues with Sales, Support, and Product.
• Utilize automation tools to monitor account health and manage portfolio activity at scale.
• Refine onboarding playbooks and activation tracking to establish a repeatable activation motion.
• Drive expansion and long-term retention through high-volume, data-driven engagement.

Skills

Consultative selling

Product demonstrations

Renewal discussions

Workflow automation

Tools

ChurnZero

Chargebee

Salesforce

Job description

About the Role

Copado is the leading DevOps platform for Salesforce, revolutionizing how the world's largest organizations achieve success in their Salesforce deployments. Our mission is to accelerate the Salesforce development lifecycle, support digital transformation, and deliver unparalleled value to our customers. We continuously innovate, ensuring our platform meets the evolving needs of Salesforce developers and operations professionals.

What You'll Do

• Serve as the primary quarterback migrating high-growth accounts to Agentia, ensuring rapid time-to-value and sustained platform engagement
• Deliver compelling, value-focused product demonstrations of Agentia Starter, highlighting AI-driven capabilities and positioning the upgrade path to customer stakeholders
• Develop lightweight transition roadmaps and presentation materials to guide customers from their current state to full Agentia adoption
• Prioritize and actively manage a targeted cohort of ~100 top-performing, high-spend Essentials accounts to drive expansion, deep adoption, and long-term retention
• Own contract renewals, commercial health, and retention efforts across your focus portfolio, proactively mitigating churn risks and identifying strategic upsell opportunities
• Act as the central cross-functional hub for accounts, triaging technical issues and pulling in specialist resources across Sales, Support, and Product to resolve blockers
• Utilize ChurnZero, Chargebee, and Salesforce to automate communication workflows, monitor account health triggers, and manage portfolio activity efficiently at scale
• Maintain structured engagement rules to focus energy on high-impact expansion opportunities while applying automated and self-service plays for ad-hoc requests
• Refine onboarding playbooks, activation tracking, and internal handoff workflows to establish a repeatable activation motion for Agentia

What We're Looking For

• 2–4+ years in customer-facing SaaS roles such as Account Management, Customer Success, Customer Activation, or Sales/BDR
• Strong consultative background with proven experience identifying growth signals, delivering product demos, and leading commercial renewal discussions
• Ability to articulate SaaS product capabilities, AI workflows, and DevOps or Salesforce concepts clearly without requiring deep software engineering skills
• Hands-on familiarity with modern Customer Success and RevOps platforms, including ChurnZero, Chargebee, and Salesforce, with an emphasis on workflow automation
• High agency, exceptional organizational skills, and the independent drive needed to bring structure to an evolving account base
• Prior experience within the Salesforce ecosystem, DevOps, or low-code application platforms is strongly preferred
• Proven track record of managing high-volume account portfolios using automated triggers and health scoring methodologies is preferred

Benefits

Copado offers a comprehensive benefits package, which includes:

• Competitive salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance
• 401(k) Plan
• Paid Time Off
• Wellness Perks

Copado is Equal Employment Opportunity and ... Copado does not accept unsolicited headhunter and agency resumes. Copado will not pay any third-party agency or company that does not have a signed agreement with Copado.