Customer Success Manager
Core
Manage a B2B SaaS client portfolio from onboarding to renewal and growth, ensuring product adoption and maximum platform value.
Role type
Customer Success Manager
Builds
B2B SaaS digital interaction platform
Domain
SaaS / Digital Interactions
Deliverable
production ML models
Required skills
B2B SaaS customer success, client onboarding, account retention, upsell/cross-sell, AI automation, stakeholder management, data analysis, problem-solving
Preferred skills
CRM platforms (HubSpot, Salesforce, ChurnZero, Gainsight), identity verification, fintech, cybersecurity, Portuguese, English B2+
Technologies
AI agents, LLM flows, Zapier, Make, n8n, CRM
Responsibilities
Manage end-to-end client onboarding; serve as primary trusted advisor for assigned portfolio; drive adoption and value generation via usage monitoring; automate client management tasks using AI; own renewal process and identify upsell/cross-sell opportunities; act as customer voice to Product/Engineering/Marketing; lead strategic business reviews; prioritize and manage client incidents with support team.
Seniority
Mid-level, hands-on IC
