Remote CSM — Scaled Mid‑Market Growth & Renewals

Juniper Square

Raleigh (NC)

Remote

USD 86,000 - 95,000

Full time

2 days ago

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Benefits offered by this job

Health, dental, vision care

Life insurance

Mental wellness coverage

Annual development stipend

Flexible time off

Job summary

Juniper Square is hiring a Scaled Mid-Market Customer Success Manager to manage a large portfolio of small to mid-sized business clients, ensuring health, adoption, and retention. You’ll be a strategic advisor, leveraging AI tools to accelerate value delivery and drive renewal outcomes.

The role focuses on building trust-based relationships, deploying scalable engagement strategies, and collaborating across teams to maximize customer success in a fast-growing private markets platform.

Qualifications

3 years of professional experience with at least 2 years in customer success or account management, preferably SaaS.
Strong written and verbal communication, ability to convey complex info clearly.
Experience with high-volume customers, time management and prioritization skills.
Ability to analyze customer data and performance metrics to derive actionable insights.
Experience using data and technology to drive customer enablement (Salesforce, Outreach, Looker).
Consistent use of AI across CSM deliverables with good context and tangible improvements.

Responsibilities

Manage a portfolio of 220+ client accounts through onboarding and ongoing success.
Develop strategies to increase customer value and optimize retention.
Build trusted relationships and drive product adoption and satisfaction.
Identify opportunities for retention and expansion within your book of accounts.
Monitor customer health and usage trends to identify risks and growth opportunities.
Lead renewal conversations and cross-functional expansion efforts.