客户成功经理
Customer Success Manager
客户成功经理(CSM/客户经理,SaaS,续费与增长)– 远程 | 美国工作时间
职位类型:全职,远程
工作时间:美国客户业务时间
关于该职位
我们正在招聘一名客户成功经理(CSM)/客户经理,负责客户关系、推动产品采用,并保护和增长收入。
这不是一个仅提供支持的职位。
您将:
- 管理一组客户账户
- 推动上架和采用
- 早期识别风险并防止流失
- 负责续费和扩展机会
如果您以留存、扩展和客户价值为思考方式——这个职位适合您。
您将负责的内容
1. 上架与产品采用
- 领导上架并定义成功标准
- 配置账户并提供培训
- 确保顺利实施
- 跟踪早期采用情况并弥补差距
2. 客户与关系管理
- 管理 20–40 个客户账户
- 作为主要联系人
- 与利益相关者建立牢固关系
- 进行定期检查和战略通话
3. 主动客户参与
- 通过以下工具监控使用情况:
- Gainsight
- ChurnZero
- Totango
- 早期识别高风险账户
- 执行重新参与方案
- 提供与 ROI 对齐的季度业务回顾(QBR)
4. 支持协调与升级
- 处理客户问题并内部升级
- 与产品/技术团队合作解决问题
- 确保问题完全解决并客户满意
5. 收入增长与留存
- 识别升级销售和交叉销售机会
- 与销售团队协作进行扩展
- 负责续费流程和时间表
- 准备合同并确保顺利续费
6. 报告与反馈循环
- 跟踪并报告:
- 客户健康状况
- 使用指标
- 续费状态
- 捕获客户反馈并与产品团队分享
- 提升整体客户体验
哪些因素使您成为强有力的候选人
- 您以收入(留存+扩展)为导向,而不仅仅是支持
- 您是出色的沟通者,具有高管气质
- 您能够平衡:
- 客户倡导
- 业务成果
- 您积极主动,而非被动应对
- 您可以同时管理多个账户而不遗漏任何细节
必备要求
- 2–3 年以上在以下领域的工作经验:
- 客户成功
- 客户经理
- 面向客户的职位
- 具有以下经验:
- Salesforce 或 HubSpot
- 客户成功平台(如 Gainsight、ChurnZero、Totango)
- 强大的演示技能(QBR、演示、客户评审)
- 证明能够:
- 管理客户账户
- 推动续费
查看英文原文
Customer Success Manager (CSM / Account Manager, SaaS, Renewals & Growth) – Remote | U.S. Hours
Position Type: Full-Time, Remote
Working Hours: U.S. client business hours
About the Role
We’re hiring a Customer Success Manager (CSM) / Account Manager to own client relationships, drive product adoption, and protect + grow revenue.
This is not a support-only role.
You will:
- Manage a portfolio of accounts
- Drive onboarding and adoption
- Identify risks early and prevent churn
- Own renewals and expansion opportunities
If you think in terms of retention, expansion, and client value — this role is built for you.
What You’ll Own
1. Onboarding & Product Adoption
- Lead onboarding and define success criteria
- Configure accounts and deliver training
- Ensure smooth implementation
- Track early adoption and close gaps
2. Account & Relationship Management
- Manage 20–40 client accounts
- Act as the primary point of contact
- Build strong relationships with stakeholders
- Conduct regular check-ins and strategic calls
3. Proactive Client Engagement
- Monitor usage via:
- Gainsight
- ChurnZero
- Totango
- Identify at-risk accounts early
- Execute re-engagement playbooks
- Deliver Quarterly Business Reviews (QBRs) aligned with ROI
4. Support Coordination & Escalation
- Triage client issues and escalate internally
- Work with product/technical teams for resolution
- Ensure issues are fully resolved and clients are satisfied
5. Revenue Growth & Retention
- Identify upsell and cross-sell opportunities
- Collaborate with sales teams on expansion
- Own renewal pipeline and timelines
- Prepare contracts and ensure smooth renewals
6. Reporting & Feedback Loop
- Track and report:
- Client health
- Usage metrics
- Renewal status
- Capture client feedback and share with product teams
- Improve overall customer experience
What Makes You a Strong Fit
- You think in revenue (retention + expansion), not just support
- You’re a strong communicator with executive presence
- You balance:
- Client advocacy
- Business outcomes
- You’re proactive — not reactive
- You can manage multiple accounts without dropping the ball
Must-Have Requirements
- 2–3+ years in:
- Customer Success
- Account Management
- Client-facing roles
- Experience with:
- Salesforce or HubSpot
- CS platforms (e.g., Gainsight, ChurnZero, Totango)
- Strong presentation skills (QBRs, demos, client reviews)
- Proven ability to:
- Manage accounts
- Drive renewals
Nice to Have
- 3–5 years CSM/AM experience with revenue targets
- SaaS, B2B tech, or professional services background
- Familiarity with:
- NPS / CSAT
- Customer health scoring
- Experience creating:
- Playbooks
- Client decks
- Case studies
What a Typical Day Looks Like
- Review dashboards for:
- At-risk accounts
- Growth opportunities
- Conduct client calls (onboarding, check-ins, QBRs)
- Coordinate internally with:
- Support
- Product
- Sales
- Track renewals and expansion opportunities
- Update CRM and health scores
- Prepare insights and recommendations
In short:
You ensure customers see value, stay, and grow.
Key Metrics (KPIs)
- Net Revenue Retention (NRR) ≥ 100%
- Renewal rate ≥ 90–95%
- Expansion / upsell revenue
- Client health score improvement
- NPS / CSAT performance
Why This Role Stands Out
- Direct ownership of revenue retention + growth
- High-impact role across product, sales, and customer experience
- Strong exposure to client strategy and decision-making
- Opportunity to build long-term client relationships
- Remote flexibility with structured expectations
Interview Process
- Initial Phone Screen
- Video Interview
- Practical Task (QBR / account strategy scenario)
- Client Interview
- Offer & Background Verification
Apply Now
If you’re someone who:
- Builds strong client relationships
- Thinks in retention and expansion
- Drives outcomes, not just activity
This role is a strong fit.
Originally posted on Himalayas