Customer Success Manager: Scale, Onboard & Renew (Remote)

Velixo; United States; Remote; USD 110,000 - 140,000; Full time

Benefits offered by this job

RRSP match (up to 6% of base salary)

Remote work environment

Career growth opportunities

Collaborative and innovative team

Job summary

Velixo is seeking a Customer Success Manager to help build and scale a next-gen CS organization. You will guide customers through onboarding, adoption, and renewal while partnering with Sales and Partners to ensure success and expansion.

The role emphasizes using data, automation, and lifecycle-driven engagement to deliver value at scale. You will contribute to a fast-paced, process-building environment and grow with a scaling company.

Qualifications

• 5+ years of experience in Customer Success, Account Management, or Support within SaaS/ERP.
• Ability to clearly communicate complex ideas to technical and non-technical audiences.
• Experience using customer data (usage metrics, engagement signals) to drive decisions.
• Ability to manage multiple priorities across a portfolio of customers.
• Strong problem-solving and critical thinking skills.
• Comfortable working in a fast-paced environment where processes are built and refined.
• Collaborative mindset with cross-functional teamwork across Sales, Support, Product, and Partners.
• Advanced proficiency in Microsoft Excel; ERP/accounting familiarity is highly valued.

Responsibilities

• Own customer progression through lifecycle stages (Onboarding, Adoption, Renewal).
• Drive activation and ensure customers achieve first value in a timely manner.
• Monitor customer health using usage data and lifecycle signals; proactively mitigate risk.
• Execute targeted interventions based on customer health (Red/Yellow/Green).
• Support onboarding and VelixoAcademy training for customers.
• Ensure smooth handoff from Sales/Partners into onboarding.
• Collaborate with partners to support shared customers and different delivery models.
• Support renewal processes through proactive engagement and early risk identification.
• Identify opportunities for customer advocacy and relay feedback to Product/teams.
• Serve as a trusted advisor guiding post-sales journey and maximizing Velixo investment.
• Collaborate with Sales and Reseller Partners to strengthen relationships and identify expansion opportunities.

Skills

Customer success experience

Clear communication

Data-driven decisions

Cross-functional collaboration

Problem solving

Multi-priority management

Excel proficiency

ERP/accounting systems familiarity

Tools

Microsoft Excel

ERP systems

HubSpot or similar CRM

Job description

Velixo is seeking a Customer Success Manager to help build and scale a next-gen CS organization. You will guide customers through onboarding, adoption, and renewal while partnering with Sales and Partners to ensure success and expansion.

The role emphasizes using data, automation, and lifecycle-driven engagement to deliver value at scale. You will contribute to a fast-paced, process-building environment and grow with a scaling company.