Remote SaaS Customer Success Manager

SIVAD Consulting

United States

Remote

USD 85,000 - 110,000

Full time

3 days ago
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Job summary

SIVAD Consulting is seeking a Customer Success Manager for a remote role in the United States. You will onboard new customers, train them on the product, and drive quick realization of value through structured onboarding and implementation steps.

You will conduct ongoing sessions, trainings, and QBRs to promote core features and upsell opportunities while collaborating with Account Executives to mitigate renewal risks and maintain high retention.

Qualifications

  • 2–3 years of experience in a customer-facing role at an early-stage SaaS startup
  • Ability to navigate and teach customers about complex software products and features
  • Keen attention to detail and a customer-centric mindset
  • Experience in bookkeeping or accounting industry is required
  • Proactive in onboarding, training, and enabling adoption of product features

Responsibilities

  • Onboard prospective customers, train them to use the product, and guide technical implementation to realization of value
  • Host regular working sessions, QBRs and team trainings to promote core features and upsell products
  • Coordinate with Account Executives to address renewal risks and support retention goals
  • Expand revenue by proactively engaging existing accounts and creating customer education materials
  • Document best practices and create templates to streamline customer engagement at key milestones

Skills

Customer Success
Onboarding
Account expansion
Training & coaching
Communication
Attention to detail
Customer facing

Education

Bookkeeping/Accounting experience

Tools

Slack
Notion
Salesforce

Job description

SIVAD Consulting is seeking a Customer Success Manager for a remote role in the United States. You will onboard new customers, train them on the product, and drive quick realization of value through structured onboarding and implementation steps.

You will conduct ongoing sessions, trainings, and QBRs to promote core features and upsell opportunities while collaborating with Account Executives to mitigate renewal risks and maintain high retention.

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