Customer Success Manager – B2B SaaS (Financial, Legal & M&A Clients) jobs in United States
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#twiceasnice Recruiting · 3 days ago

Customer Success Manager – B2B SaaS (Financial, Legal & M&A Clients)

#twiceasnice Recruiting is seeking a Remote Customer Success Manager for a client in the SaaS industry. This role involves managing a portfolio of strategic accounts in finance and legal sectors, focusing on improving onboarding, adoption, retention, and expansion processes.

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Hiring Manager
Sam Kenney
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Responsibilities

Lead onboarding, QBRs, and adoption plans for strategic accounts
Track and improve customer health, satisfaction, and retention
Drive upsells, renewals, and expansion quota
Support the creation of early-stage customer success playbooks and workflows
Serve as the primary point of contact for top-tier clients
Collaborate with sales, support, and product on account goals
Support the creation of product training, demos, and customer-facing content
Contribute to building scalable frameworks for a growing CS function

Qualification

Customer Success ManagementB2B SaaS ExperienceQuota-Carrying ExperienceLegal Industry ExperienceFinance Industry Experience

Required

Bachelor's Degree required
3+ years of Customer Success or Account Management experience required
2+ years of B2B SaaS experience required
Legal, Finance, or similar high-compliance client experience required
Quota-carrying experience with upsells and cross-sells required

Benefits

Medical
Dental
Vision
FSA
401(k)
PTO
Stock Options (Company Equity)

Company

#twiceasnice Recruiting

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We're better than your recruiter. We're #twiceasnice.

Funding

Current Stage
Growth Stage
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