Note: The job is a remote job and is open to candidates in USA. Sera Systems provides AI-powered SaaS technology for home service businesses, helping HVAC, plumbing, and electrical companies improve their operations. The Customer Success Manager will lead onboarding, implementation, adoption, and retention while advising customers on workflow improvements and partnering with internal teams to drive product enhancements.
Responsibilities
- Lead customers through onboarding, implementation, and long-term adoption
- Configure solutions and guide clients through operational workflow improvements
- Build trusted relationships with business owners, dispatch managers, and operational leaders
- Conduct regular business reviews that demonstrate ROI and business impact
- Monitor customer health, identify risks early, and drive retention
- Serve as the voice of the customer, partnering with Product and Engineering teams to influence future enhancements
- Document customer interactions and success plans within HubSpot
- Help customers optimize scheduling, dispatching, communication, and profitability processes
Skills
- 2-4 years of experience in Customer Success, Account Management, Implementation, or SaaS Consulting
- Experience managing a portfolio of SMB customers
- Strong problem-solving skills and ability to translate technical concepts into practical business solutions
- Proficiency with HubSpot or similar CRM/Customer Success platforms
- Exceptional communication and relationship-building skills
- Ability to manage multiple projects and customer priorities simultaneously
- Experience supporting operational software or field service businesses is a plus
Benefits
- Remote work (Central Time)
Company Overview