Sera Systems · 4 weeks ago
Technical Customer Success Manager
Dallas, TX
Full-time
Hybrid
Mid Level
3+ years expSera Systems is transforming the home services industry with an AI-powered SaaS platform that automates various operational tasks. They are seeking a Technical Customer Success Manager to oversee customer relationships, ensuring successful onboarding, implementation, and long-term retention while advocating for customer needs and driving product improvements.
AppsHeating Ventilation and Air Conditioning (HVAC)Home ServicesSaaSService IndustrySoftware
Hiring Manager
Kelsey Moser
Responsibilities
Lead the full customer lifecycle, from sales handoff through onboarding, implementation, adoption, and long-term retention
Configure accounts, guide data migration, deliver personalized training, and ensure fast time-to-value
Build strong, consultative relationships with owners, operators, technicians, and dispatch teams
Proactively monitor customer health, identify risks, and take action to prevent churn
Run regular check-ins and business reviews, showing ROI and advising customers on operational improvement opportunities
Troubleshoot workflow, configuration, or product issues while collaborating with Product, Support, and Sales
Document customer interactions, insights, and escalations with clarity and precision
Use HubSpot and internal tools to analyze customer data, track behavior, and guide account strategy
Advocate for customer needs and help influence product improvements
Contribute to SOPs, internal documentation, and scalable customer-facing processes
Qualification
Required
3+ years in SaaS Customer Success, Technical Account Management, or Implementation
Strong technical aptitude — comfortable navigating SaaS platforms, data workflows, and diagnostic tools
Experience guiding customers through onboarding, configuration, and optimization
Consultative communicator who can coach customers and simplify technical concepts
Proactive, organized, and detail-oriented with strong ownership mentality
A customer-first mindset and the ability to build trust quickly
Strong problem-solving skills with a structured, analytical approach
Clear communication, emotional intelligence, and professionalism
Ability to manage a book of business and drive measurable customer outcomes
Curiosity and technical adaptability in a fast-moving environment
Preferred
Experience supporting or advising small/medium-sized businesses is a plus (especially home services)
Comfortable using tools like HubSpot, Salesforce, Gainsight, Jira, Zendesk, UserFlow, Pendo, or similar
Company
Sera Systems
Sera Systems is an innovative field service management platform helping HVAC companies run smarter and more profitably.
11-50 employees
H1B Sponsorship
Sera Systems has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Growth StageTotal Funding
$11.7MKey Investors
Southland Industries
2023-05-25Series B
2021-10-28Series A· $11.7M
Leadership Team
Billy Stevens
Founder & CEO
Brian Kinard
CFO and Legal Counsel
Recent News
Company data provided by crunchbase