Customer Success Manager – SaaS

Workwise

. Act as a trusted advisor to clients and understand their business objectives .

Posted 9/21/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $80,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex client relationships and driving revenue growth through effective customer engagement and data analysis. Proficient in delivering exceptional customer service while optimizing internal processes in a fast-paced SaaS environment.

Highest-signal resume keywords

Client-Facing ExperienceData Analysis and InterpretationSaaS Environment ExperienceCRM Systems ProficiencySales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisCustomer Lifecycle ManagementRevenue Growth StrategiesProblem-SolvingAnalytical MindsetAttention to DetailPresentation SkillsContract Renewal ManagementUpselling and Cross-SellingProcess Optimization

Soft Skills

Effective CommunicationTeam PlayerAmbitious MindsetEntrepreneurial SpiritAdaptability

Tools & Technologies

PowerPointExcelCRM SystemsHubSpot

Certifications & Qualifications

Bachelor’s DegreeMaster’s Degree

Industry Keywords

Customer EngagementFast-Paced EnvironmentQBR ParticipationBusiness-Professional EnglishComplex Account Management

About the role

Key responsibilities & impact

Act as a trusted advisor to clients and understand their business objectives
Manage the complete customer lifecycle, including successful delivery, adoption, expansion, and renewal of products and services
Strengthen customer relationships by prioritizing engagement
Drive revenue growth through expansion, identifying upselling and cross-selling opportunities
Use data analysis and value-driven discussions to enhance adoption and maximize revenue growth potential
Communicate effectively across multiple departments and customers
Participate in QBR and contract renewal discussions
Optimize internal processes with the team
Provide excellent customer service in a fast-paced environment

Requirements

What you’ll need

Bachelor’s or Master’s degree (or a compelling reason for not completing one)
4+ years of experience in a client-facing role, managing complex accounts—preferably in a SaaS environment
Previous Sales experience
Commercial driven
Strong problem-solving abilities and analytical mindset
Proficiency in PowerPoint and Excel
Exceptional attention to detail
Experience in data analysis and interpretation
Excellent English communication skills (written and verbal) at a business-professional level
Ambitious, entrepreneurial & digital mindset with the ability to work effectively and autonomously in an ever-changing start-up environment
Ability to present to Executives and Key Decision-makers
Experience using CRM systems; HubSpot experience being a plus
Natural-born team player
Ability to work from the office in New York and from home

Benefits

Comp & perks

25 days of paid vacation (European-style time off)
401(k) with competitive support to help you plan for the future
Flexible work setups for better work-life balance
Flexible hybrid work environment
Top-notch tools and equipment provided
Vibrant, entrepreneurial culture with opportunities for growth
The chance to shape how AI is used across an entire product, not just bolt it onto a feature