Note: The job is a remote job and is open to candidates in USA. CARET is a company that empowers legal and accounting firms through innovative technology and automation. They are seeking a results-driven Customer Success Manager to drive revenue expansion and increase account value by building strong customer relationships and identifying growth opportunities.
Responsibilities
- Proactively identify, develop, and close upsell, cross-sell, and expansion opportunities within existing accounts
- Build and execute account growth plans aligned to customer goals and company revenue targets
- Continuously “hunt” for new use cases, departments, and stakeholders to expand product adoption
- Partner with Sales to convert expansion pipeline into closed revenue
- Own and manage a book of business with a growth quota or expansion target
- Serve as the trusted advisor to customers, ensuring alignment between their goals and product capabilities
- Build strong relationships with key stakeholders and decision-makers
- Drive product adoption, engagement, and long-term value realization
- Conduct regular business reviews focused on both performance and growth opportunities
- Monitor customer health and proactively mitigate churn risk
- Develop and execute retention strategies for at-risk accounts
- Ensure renewal readiness while positioning expansion opportunities
- Partner with Sales, Marketing, Product, and Support teams to drive customer outcomes and growth
- Provide customer feedback to influence product roadmap and go-to-market strategies
Skills
- 3–7+ years in Customer Success, Account Management, or Sales roles within a SaaS or technology environment
- Proven track record of carrying and exceeding expansion or revenue targets
- Strong hunting mindset with the ability to uncover and close growth opportunities
- Experience managing complex accounts and multi-threaded relationships
- Excellent communication, negotiation, and presentation skills
- Data-driven approach with the ability to identify trends and opportunities within accounts
Benefits
- Flexible PTO
- Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
- Flexible Spending Account
- Health Savings Account
- 401(k) match
- Depending on the position, compensation may also include commission, bonuses, etc.
- Potential for bonuses is based on company performance and potential for merit increases is based on performance.
Company Overview