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

[Remote] Customer Success Manager (SaaS exp req) Location: Remote (U.S. Based) Salary: $70,000 - $80,000 Base + Uncapped Commission | OTE: $90k–$110k Benefits: Medical, Dental, Vision, FSA, 401(k), PTO, Stock Options Job Type: Full-Time Typical Hours: M - F, 8:00 am – 5:00 pm PT (flexible based on timezone) Travel: Up to 25% Start Date: ASAP Sponsorship: Not available [Remote] Customer Success Manager (SaaS exp req) Description Our client in the SaaS industry is looking for a Customer Success Manager to add to their team. This “player-coach” role offers the opportunity to build the customer success function while directly managing top accounts in finance and legal sectors. You will be responsible for managing the CS function including onboarding, adoption, retention, and revenue expansion, while also laying the groundwork to scale the customer success team. This role is highly visible, reporting directly to the CEO, with strong potential to grow into a senior leadership position. To succeed, you must bring proven quota-carrying experience in a SaaS customer success role and experience supporting Legal, Finance, or other high-compliance industries. Ideal candidates will have a track record of driving adoption and achieving expansion revenue targets. If you are motivated to build from the ground up and make an immediate impact, this is an exciting opportunity to join a rapidly growing SaaS company. [Remote] Customer Success Manager (SaaS exp req) Responsibilities • Lead onboarding, QBRs, and adoption for strategic accounts • Track and improve customer health, satisfaction, and retention • Manage upsells, renewals, and expansion quota • Create CS playbooks, KPIs, and automation strategies • Serve as the main point of contact for top-tier clients • Collaborate with sales, support, and product teams • Contribute to product training, demos, and customer-facing content • Build scalable frameworks for growth-stage success [Remote] Customer Success Manager (SaaS exp req) Qualifications • Bachelor’s Degree required • 3+ years of B2B SaaS Customer Success or Account Management experience required • Experience working with Legal, Financial, or High-Compliance accounts required • Quota-carrying experience with upsells and cross-sells required • Proficiency with Salesforce and customer success tools required About #twiceasnice Recruiting Across industries, roles, and North America, we help clients quickly attract top talent with custom-built searches. With the lowest fee in the industry, the longest guarantee, and commission-free senior recruiters - we align our interests with the long-term success of every placement. Need recruiting help? www.twonice.com Job Type: Full-time Pay: $70,000.00 - $80,000.00 per year Benefits: • 401(k) • Dental insurance • Flexible spending account • Health insurance • Paid time off • Vision insurance Application Question(s): • The salary range for this role is $70-$80k + uncapped commission (OTE up to $110k+). Does that align with your comp expectations? Education: • Bachelor's (Required) Experience: • customer success or account management : 3 years (Required) • B2B SaaS : 2 years (Required) • Quota-carrying : 1 year (Required) • upselling and cross-selling : 2 years (Required) • start-up : 1 year (Required) • Salesforce: 1 year (Required) • customer success tools : 1 year (Required) • working with legal or finance/M&A clients : 1 year (Required) Willingness to travel: • 25% (Preferred) Work Location: Remote Apply tot his job