Remote SaaS Customer Success Manager | ROI & Growth

WhatConverts; North Carolina; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Remote-first

Immediate impact

Health & Wellness: 100% employer-paid

401k with 5% match

Employee support (EAP)

Generous PTO & flexible time off

Parental & bereavement leave

Volunteer day

Diversity & Inclusion

Remote work stipend

Job summary

WhatConverts is seeking a Customer Success Manager who partners with clients from onboarding to expansion, driving ROI and long-term value. You’ll guide platform adoption, deliver tailored training, and act as the trusted advisor for a growing book of business.

You’ll collaborate with cross-functional teams to remove barriers, monitor health, and champion customer feedback to influence product enhancements, while maintaining detailed CRM records.

Qualifications

• 2+ years in customer success, onboarding, or account management in SaaS/tech.
• Strong technical aptitude with ability to learn, explain, and troubleshoot software.
• Experience using CRM tools like Zoho or Salesforce.
• Excellent communication and relationship-management skills.
• Highly organized, proactive, and customer-focused.
• Bias toward action and customer advocacy.

Responsibilities

• Lead onboarding meetings to set customers up for success and ROI.
• Deliver strategic platform training aligned to customer goals.
• Conduct needs analysis to ensure optimal setup for growth.
• Monitor account health, identify risks, and guide customers to stronger outcomes.
• Collaborate with internal teams to remove barriers and accelerate adoption.
• Serve as the primary contact for your Book of Business, building trust-based relationships.
• Identify opportunities for account growth and expanded platform usage.
• Champion customer feedback to inform product enhancements.
• Contribute to growing WhatConverts by increasing retention and satisfaction.
• Maintain detailed records of interactions, health indicators, and progress in CRM.

Skills

Communication

Relationship management

Organized

Proactive

Customer advocacy

Tools

Zoho CRM

Salesforce

Job description

WhatConverts is seeking a Customer Success Manager who partners with clients from onboarding to expansion, driving ROI and long-term value. You’ll guide platform adoption, deliver tailored training, and act as the trusted advisor for a growing book of business.

You’ll collaborate with cross-functional teams to remove barriers, monitor health, and champion customer feedback to influence product enhancements, while maintaining detailed CRM records.