Strategic SaaS CS Manager: Platform Migrations & Growth

Copado Inc.; New Orleans (LA); On-site; USD 90,000 - 120,000; Full time

Job summary

Copado Inc. is seeking a proactive Customer Success Manager to lead strategic expansion and onboarding of high-value customers onto Agentia. You will blend sales agility with product fluency to drive migrations, renewals, and friction resolution, acting as the hub across Sales, Support, and Product.

Your portfolio will emphasize large, high-spend accounts and long-term retention. You will build activation playbooks, demonstrate Agentia Starter, and push for expansion through automated workflows

Qualifications

• 2–4+ years in customer-facing SaaS roles such as Account Management or Customer Success.
• Strong consultative background with experience in product demos and renewals.
• Ability to articulate SaaS capabilities, AI workflows, and DevOps/Salesforce concepts clearly.
• Hands-on familiarity with CS platforms and workflow automation.
• High agency, strong organization, and proactive problem solving.
• Experience in Salesforce ecosystem, DevOps, or low-code platforms is preferred.

Responsibilities

• Lead migration and onboarding of high-value accounts onto Agentia with time-to-value focus.
• Deliver compelling product demonstrations of Agentia Starter to stakeholders.
• Develop lightweight transition roadmaps and materials guiding customers to adoption.
• Manage ~100 top Essentials accounts for expansion, adoption, and retention.
• Own renewals, health, and retention; mitigate churn and identify upsell opportunities.
• Coordinate with Sales, Support, and Product to resolve blockers and drive success.
• Utilize automation tools to monitor health triggers and portfolio activity at scale.
• Refine onboarding playbooks and activation tracking for repeatable motion.

Skills

Customer Success

Account management

Demo delivery

Churn management

Stakeholder mgmt

Sales/BDR synergy

Tools

ChurnZero

Chargebee

Salesforce

Job description

Copado Inc. is seeking a proactive Customer Success Manager to lead strategic expansion and onboarding of high-value customers onto Agentia. You will blend sales agility with product fluency to drive migrations, renewals, and friction resolution, acting as the hub across Sales, Support, and Product.

Your portfolio will emphasize large, high-spend accounts and long-term retention. You will build activation playbooks, demonstrate Agentia Starter, and push for expansion through automated workflows