Customer Success Manager – B2B SaaS (Financial, Legal & M&A Clients)
[Remote] Customer Success Manager (SaaS exp req) Location: Remote (U.S. Based) Salary: $80,000–$90,000 Base + Uncapped Commission | OTE: $100k–$120k+ Benefits: Medical, Dental, Vision, FSA, 401(k), PTO, Stock Options Job Type: Full-Time Typical Hours: M–F, 8:00 am – 5:00 pm PT (flexible based on timezone) Travel: Up to 25% Start Date: ASAP Sponsorship: Not available [Remote] Customer Success Manager (SaaS exp req) Description Our client in the SaaS industry is looking for a Customer Success Manager to add to their team. This “player-coach” role offers the opportunity to build the customer success function while directly managing top accounts in finance and legal sectors. You will own onboarding, adoption, retention, and revenue expansion, while also designing scalable playbooks and KPIs. To succeed, you must bring proven quota-carrying experience in a SaaS customer success or account management role and experience supporting Legal, Finance, or other high-compliance industries. Ideal candidates will have a track record of building processes, driving adoption, and achieving expansion revenue targets. This role is highly visible, reporting directly to the CEO, with strong potential to grow into a senior leadership position. If you are motivated to build from the ground up and make an immediate impact, this is an exciting opportunity to join a rapidly growing SaaS company. [Remote] Customer Success Manager (SaaS exp req) Responsibilities • Lead onboarding, QBRs, and adoption for strategic accounts • Track and improve customer health, satisfaction, and retention • Manage upsells, renewals, and expansion quota • Create CS playbooks, KPIs, and automation strategies • Serve as the main point of contact for top-tier clients • Collaborate with sales, support, and product teams • Contribute to product training, demos, and customer-facing content • Build scalable frameworks for growth-stage success [Remote] Customer Success Manager (SaaS exp req) Qualifications • Bachelor’s Degree required • 3+ years of B2B SaaS Customer Success or Account Management experience required • Experience working with Legal, Financial, or High-Compliance accounts required • Quota-carrying experience with upsells and cross-sells required • Proficiency with Salesforce and customer success tools required Apply tot his job