Remote SaaS Customer Success Manager (Midmarket)

Agilio Software | Dental; United States; Remote; GBP 42.000 - 70.000; Vollzeit

Benefits dieser Stelle

28 days annual leave + bank holidays

Flexible benefits via Agilio Flex

Zusammenfassung

Agilio Software is seeking a Customer Success Manager to own a midmarket portfolio, delivering a proactive, value-driven experience. You will lead QBRs, drive adoption, and manage renewals with cross-sell opportunities, while maintaining accurate CRM records and collaborating across teams.

The role emphasizes customer advocacy, data-driven success metrics, and adherence to ISO27001 standards with occasional client travel.

Qualifikationen

• 2–5 years in SaaS Customer Success or Account Management.
• Highly organised with structured prioritisation for a mid-sized portfolio.
• Strong communication and stakeholder management skills.
• Confident in presenting remotely (QBRs), training, and feature demonstrations.

Aufgaben

• Manage a portfolio of midmarket customers, leading QBRs and success reviews focused on value and outcomes.
• Deliver proactive interventions, feature outreach, and adoption guidance.
• Own renewal conversations and cross-sell targets with accurate forecasting.
• Oversee the software adoption journey, including training, success planning, and CRM data hygiene.
• Represent customer feedback internally to influence product development and service improvements.

Kenntnisse

Customer Success

Account Management

SaaS

Communication

Cross‑functional Collaboration

Negotiation

Presentation

CRM Systems

Tools

Planhat

Jobbeschreibung

Agilio Software is seeking a Customer Success Manager to own a midmarket portfolio, delivering a proactive, value-driven experience. You will lead QBRs, drive adoption, and manage renewals with cross-sell opportunities, while maintaining accurate CRM records and collaborating across teams.

The role emphasizes customer advocacy, data-driven success metrics, and adherence to ISO27001 standards with occasional client travel.