Job Description

This position is posted by Jobgether on behalf of Updox. We are currently looking for a Customer Success Manager – EverPro in the United States .

As a Customer Success Manager, you'll play a pivotal role in managing client accounts throughout their lifecycle—from onboarding to renewal. You’ll engage directly with customers across the home and field service industries, helping them maximize the value of tailored SaaS solutions. This role combines relationship management, product enablement, and data-driven decision-making in a highly collaborative, remote-friendly environment. You’ll act as a strategic advisor and product expert, ensuring customers are empowered, supported, and set up for long-term success.

Accountabilities:

• Manage a portfolio of B2B SaaS customer accounts at various lifecycle stages, health levels, and usage maturity.
• Proactively drive product adoption, retention, expansion, and customer satisfaction.
• Act as a trusted advisor, aligning product functionality with customer goals and use cases.
• Provide consultative support during complex situations such as feature requests, bugs, or escalations.
• Collaborate cross-functionally with teams in CX, Sales, Marketing, Product, and Engineering to amplify the customer voice.
• Clearly communicate ROI and success metrics to customers and internal stakeholders.
• Maintain detailed account records using tools like PlanHat, leveraging data to inform engagement strategies.
• Empower customers to self-solve through education, enablement, and proactive communication.
• Contribute to team knowledge sharing by creating resources that support scalability.
• Advocate for product partnership integrations and demonstrate their value to clients.

Requirements

• 4+ years of experience in customer success, account management, or project support within a B2B SaaS environment.
• Proven ability to manage named accounts, drive engagement strategies, and lead renewals with minimal supervision.
• Strong communication and relationship-building skills, capable of interfacing with all organizational levels.
• Experience using tools such as Salesforce, Zendesk, Jira, PlanHat, and CRM platforms.
• Analytical mindset, using data to identify risks, uncover opportunities, and optimize customer outcomes.
• Ability to prioritize tasks in a fast-paced, test-and-learn environment.
• Familiarity with the needs of SMB clients, especially in home and field services like HVAC and plumbing.
• Self-starter with a collaborative attitude and a strong customer advocacy focus.

Benefits

• Flexible work setup: remote, hybrid, or in-office options available.
• Robust health and wellness benefits from day one, including annual wellness stipend.
• 401(k) with up to 4% employer match and immediate vesting.
• Generous flexible time off (FTO) policy.
• Employee Stock Purchase Program.
• Ongoing investment in your learning and career development.
• Compensation: Target base salary between $50,000 – $60,000 USD/year, plus monthly performance-based variable compensation (final offer based on experience and location).

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.

When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.
Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience and achievements.
It compares your profile to the job’s core requirements and past success factors to determine your match score.
Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.

The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role. Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.

Thank you for your interest!

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