Customer Success Manager (B2B SaaS)

TL;DR

Customer Success Manager (B2B SaaS): Partnering with utility and financial industry clients to drive platform adoption and measurable business outcomes with an accent on strategic relationship management and data-driven insights. Focus on building success plans, conducting executive business reviews, and translating complex analytics into actionable recommendations for diverse stakeholders.

Location: Must be based in the U.S. (Remote with periodic travel required).

Salary: $80,000–$110,000

Company

A B2B data analytics startup that helps organizations transform data into actionable intelligence to drive growth and real-world impact.

What you will do

• Serve as the primary strategic partner and trusted point of contact for an assigned portfolio of customers.
• Lead strategic meetings, product training, and Executive Business Reviews to reinforce customer goals.
• Monitor customer health, adoption metrics, and performance trends to proactively address risks and identify growth opportunities.
• Translate platform usage and campaign data into meaningful insights that demonstrate ROI.
• Partner with internal teams including Product, Engineering, and Sales to advocate for customer needs and product enhancements.
• Maintain clear documentation of customer priorities, action items, and strategic decisions.

Requirements

• Bachelor's degree or equivalent experience.
• 3–5+ years of experience in Customer Success, Account Management, or a customer-facing role in B2B SaaS.
• Demonstrated ability to analyze customer data and performance metrics to tell compelling, data-driven stories.
• Experience managing a portfolio of customer relationships across the lifecycle.
• Willingness to travel periodically within the U.S. (approx. twice per year).
• Must be based in the U.S.

Nice to have

• Experience in a startup or high-growth environment.
• Background in regulated or data-driven industries like utilities or financial services.
• Proficiency with tools like HubSpot, Asana, Slack, and Google Workspace.

Culture & Benefits

• Competitive compensation and 401(k) retirement plan.
• Comprehensive medical, dental, and vision insurance.
• Flexible work-life balance culture with $500 home office stipend.
• Three weeks of paid vacation plus 11 company holidays.
• Unlimited sick time.
• Focus on growth opportunities through skills training and industry conferences.