Customer Success Manager

SIVAD Consulting

. Conduct onboarding calls with new customers and train them to use the product .

Posted 10/9/2026full-timeRemote • United StatesJuniorMid-Level💰 $85,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Customer Success with a focus on onboarding, training, and driving product adoption for SaaS solutions. Proven ability to maintain high retention rates and engage customers effectively to achieve their goals.

Highest-signal resume keywords

Customer Success ExperienceSaaS Onboarding ImplementationHigh Renewal RatesCustomer Education Material CreationFamiliarity With SaaS Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Technical ImplementationProduct AdoptionCustomer EngagementRetention StrategiesRevenue Expansion

Soft Skills

Attention To DetailCustomer-Centric MindsetPositive PersonalityMotivatedUpbeat

Tools & Technologies

SlackNotionSalesforce

Industry Keywords

BookkeepingAccountingSaaS StartupCustomer-Facing Experience

About the role

Key responsibilities & impact

Conduct onboarding calls with new customers and train them to use the product
Complete technical implementation steps and help customers realize value quickly
Host working sessions, check-in calls, team training sessions, and QBRs
Facilitate adoption of core features and advanced/upsell products
Coordinate with Account Executives to identify renewal risks
Maintain high first-renewal and overall retention rates
Proactively engage existing accounts to ensure they continue reaching their goals
Respond promptly to inbound support inquiries
Create customer education materials, including video feature overviews and user guides
Drive expansion revenue and increase MRR for existing accounts
Document best practices and create customer-engagement templates for key milestones and user personas
Help improve internal processes to reduce friction and support customer success

Requirements

What you’ll need

Work experience specifically in Customer Success, or at least some customer/client-facing experience
Ability to navigate and teach customers about complex software products and features
Keen attention to detail, thoughtfulness, and a customer-centric mindset
2–3 years of experience in a customer-facing role at an early-stage SaaS startup
Bookkeeping or accounting industry experience is required
Upbeat, interesting, positive personality
Passionate, driven, motivated
Interested in working at a startup and taking on additional responsibilities
Experience with implementing/onboarding customers onto a software platform and driving product adoption (nice-to-have)
Proven track record of high renewal or retention rates; upsells or revenue-driving activities are a bonus
Familiarity with modern SaaS tools such as Slack, Notion, and/or Salesforce
Comfortable in an environment where things move quickly