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Customer Success Manager

by Cardata in Customer Success

Job Role Insight

Date Posted

Apr 7, 2025

Location

Remote

Salary

N/A

Job Type

Full-Time

Description

You are a customer-focused professional with experience managing and growing client relationships in a fast-paced environment. You proactively address customer needs, drive engagement, and collaborate cross-functionally to maximize value. Skilled in renewals, upselling, and problem-solving, you anticipate challenges and ensure long-term customer success.

What You’ll Be Doing

  • Customer Relationship Management – Own customer relationships during onboarding and throughout, ensuring engagement and long-term success.
  • Onboarding & Business Reviews – Guide new customers and conduct regular check-ins to assess value and identify opportunities.
  • Renewals & Expansion – Lead renewals and uncover upsell/cross-sell opportunities.
  • Churn Prevention – Proactively mitigate risks by addressing concerns early and implementing solutions.
  • Product Expertise & Training – Stay updated on product changes and ensure customers maximize platform usage.
  • Customer Feedback & Advocacy – Gather insights to influence product improvements and advocate for customer needs.
  • Escalation Management – Work cross-functionally to resolve issues quickly and effectively.
  • Operational Excellence – Maintain accurate data in Gainsight, follow processes, and provide timely customer support.
  • Collaboration & Influence – Partner with product, sales, and support teams to drive customer success and business impact.

What We’re Looking For

  • Experience with customer success platforms like Gainsight, Hubspot, or similar tools.
  • Strong communication, relationship management, and customer engagement skills.
  • Confident presenter with the ability to convey insights effectively.
  • Skilled in problem-solving and critical thinking to navigate customer challenges.
  • Self-driven with a strong ability to recognize and address churn risks early.
  • Proficient in data analysis and reporting, translating insights into actionable strategies.
  • Strategic in managing multiple accounts, ensuring engagement and long-term success.
  • Deep understanding of SaaS business models and customer lifecycle management.
  • Expertise in upselling, cross-selling, and renewal strategies to drive revenue growth.
  • Knowledgeable in customer feedback processes and their role in product and service improvements.
  • Able to collaborate across teams (product, sales, support) to enhance customer success.
  • Flexible and adaptable in a fast-paced environment, responding to evolving business needs.
  • Customer advocate who balances client priorities with business objectives.

Note: If you feel strongly that you have what it takes for this role but don’t check 100% of the boxes—that’s okay—we encourage you to apply anyway and highlight what you can bring to the table.
Cardata
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