Customer Success Manager – B2B SaaS; Financial, Legal & M&A Clients

Job in Appleton, Outagamie County, Wisconsin, 54914, USA

Listing for: #twiceasnice Recruiting

Full Time position
Listed on 2026-05-30

Job specializations:

Customer Service/HelpDesk
Customer Success Mgr./ CSM, Client Relationship Manager

Salary/Wage Range or Industry Benchmark: 80000 USD Yearly USD 80000.00 YEAR

Position: Customer Success Manager – B2B SaaS (Financial, Legal & M&A Clients)

Customer Success Manager – B2B SaaS (Financial, Legal & M&A Clients)

Our client in the SaaS industry is looking for a Remote Customer Success Manager to add to their team. This is your opportunity to grow your customer success career while playing a key part in developing and refining the customer success function. You will manage a portfolio of strategic accounts in finance and legal sectors and support the improvement of onboarding, adoption, retention, and expansion processes.

Location

Remote (U.S. Based)

Pay Range

$80,000.00/yr - $/yr

Benefits

Medical
Dental
Vision
FSA
401(k)
PTO
Stock Options (Company Equity)

Job Type

Full-Time

Typical Hours

M–F, 8:00 AM – 5:00 PM PT (flexible based on timezone)

Start Date

ASAP

Responsibilities

Lead onboarding, QBRs, and adoption plans for strategic accounts
Track and improve customer health, satisfaction, and retention
Drive upsells, renewals, and expansion quota
Support the creation of early-stage customer success playbooks and workflows
Serve as the primary point of contact for top-tier clients
Collaborate with sales, support, and product on account goals
Support the creation of product training, demos, and customer-facing content
Contribute to building scalable frameworks for a growing CS function

Qualifications

3+ years of Customer Success or Account Management experience required
2+ years of B2B SaaS experience required
Legal, Finance, or similar high-compliance client experience required
Quota-carrying experience with upsells and cross-sells required

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