Customer Success Manager

Job Summary

Overseeing the long-term success and growth of existing accounts, the full-time remote Lifetime Customer Success Manager will focus on driving adoption, reducing churn, and ensuring clients derive measurable value from the BoldTrail platform.

Key Responsibilities:

• Serve as the primary point of contact for account retention, focusing on renewal readiness and long-term satisfaction
• Conduct strategy and adoption calls to ensure clients utilize key features and achieve their business goals
• Regularly review account health metrics to identify risks and proactively intervene as needed

Required Qualifications:

• 3+ years of experience in Customer Success, Account Management, or a related SaaS role managing SMB/MM/enterprise clients
• Experience using Salesforce and customer health dashboards
• Strong relationship-building skills with a strategic mindset focused on retention and value realization
• Ability to manage a large portfolio while staying organized and proactive
• Comfort in managing escalations and guiding customers toward solutions