Customer Success Manager — B2B SaaS & Renewals

Fidelity; Salt Lake City (UT); On-site; USD 70,000 - 90,000; Full time

Job summary

Fidelity Private Shares is seeking a Customer Success Manager to build and maintain client relationships, help clients navigate FPS, understand their business goals, and guide them through renewals. You will collaborate with product and sales teams to educate customers and ensure a smooth onboarding and ongoing engagement in a fast-paced B2B SaaS environment.

This onsite, Utah-based role requires 3–5 years in customer success or account management with strong communication skills and

Qualifications

• 3–5 years in customer success or account management in a B2B SaaS environment.
• Experience engaging with executive contacts, securing renewals, and creating customer education plans.
• Strong communication and relationship-management skills; tech-savvy.

Responsibilities

• Build and maintain client relationships with Fidelity Private Shares clients.
• Help clients navigate Fidelity Private Shares platform and align with business goals.
• Drive renewal processes and develop customer education and engagement plans.

Skills

Customer success

Account management

Renewals

Customer education

Job description

Fidelity Private Shares is seeking a Customer Success Manager to build and maintain client relationships, help clients navigate FPS, understand their business goals, and guide them through renewals. You will collaborate with product and sales teams to educate customers and ensure a smooth onboarding and ongoing engagement in a fast-paced B2B SaaS environment.

This onsite, Utah-based role requires 3–5 years in customer success or account management with strong communication skills and