Remote Customer Success Manager - Growth & Retention

Cleo; Juneau (AK); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Healthcare

Dental

Vision

401k match

Flexible PTO

Parental Leave

Employee Assistance Program

Life-Work balance

Bonus potential

Job summary

Cleo is seeking a Customer Success Manager to remotely support US-based clients. You will manage a portfolio of accounts across the full lifecycle, conduct executive QBRs, and drive retention and expansion.

The role requires proactive health monitoring, risk mitigation, and close collaboration with Sales, Services, and Product to ensure customer value. You’ll leverage Planhat and Salesforce to maintain accurate data, identify upsell opportunities, and contribute to the CS organization’s growth.

Qualifications

• 5+ years in Enterprise Software/SaaS Customer Success, Sales/Accounts, or related field.
• Demonstrated GRR/NRR or expansion targets success in a quota-driven CS role.
• Experience with CS platforms (Planhat preferred) and CRM tools (Salesforce).
• Ability to position software solutions and develop expansion opportunities.
• Strong collaboration with cross-functional stakeholders and executives is essential.

Responsibilities

• Manage a portfolio of 30+ accounts across the full customer lifecycle.
• Lead quarterly executive-level QBRs linking Cleo’s platform to business outcomes.
• Build broad customer relationships for loyalty and retention.
• Translate customer goals and environments into actionable success plans.
• Record all interactions in Salesforce and Planhat with follow-ups.

Skills

Customer Success

Quota attainment

Cross-functional collaboration

Executive communication

AI-enabled workflows

Travel flexibility

Tools

Planhat

Salesforce

Job description

Cleo is seeking a Customer Success Manager to remotely support US-based clients. You will manage a portfolio of accounts across the full lifecycle, conduct executive QBRs, and drive retention and expansion.

The role requires proactive health monitoring, risk mitigation, and close collaboration with Sales, Services, and Product to ensure customer value. You’ll leverage Planhat and Salesforce to maintain accurate data, identify upsell opportunities, and contribute to the CS organization’s growth.