Customer Success Manager

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.Our team-defined values guide how we show up for each other, for our partners, and for our customers:We succeed together.We embrace progress.We care big.We create space.OverviewWe are seeking a results-driven Customer Success Manager focusing heavily on revenue expansion, upselling, and proactive opportunity hunting. You will act as a strategic partner to customers while driving measurable business outcomes and increasing account value.Key ResponsibilitiesAccount Growth & HuntingProactively identify, develop, and close upsell, cross-sell, and expansion opportunities within existing accountsBuild and execute account growth plans aligned to customer goals and company revenue targetsContinuously “hunt” for new use cases, departments, and stakeholders to expand product adoptionPartner with Sales to convert expansion pipeline into closed revenueOwn and manage a book of business with a growth quota or expansion targetCustomer Success & Relationship ManagementServe as the trusted advisor to customers, ensuring alignment between their goals and product capabilitiesBuild strong relationships with key stakeholders and decision-makersDrive product adoption, engagement, and long-term value realizationConduct regular business reviews focused on both performance and growth opportunitiesRetention & Risk ManagementMonitor customer health and proactively mitigate churn riskDevelop and execute retention strategies for at-risk accountsEnsure renewal readiness while positioning expansion opportunitiesCross-Functional CollaborationPartner with Sales, Marketing, Product, and Support teams to drive customer outcomes and growthProvide customer feedback to influence product roadmap and go-to-market strategiesQualifications3–7+ years in Customer Success, Account Management, or Sales roles within a SaaS or technology environmentProven track record of carrying and exceeding expansion or revenue targetsStrong hunting mindset with the ability to uncover and close growth opportunitiesExperience managing complex accounts and multi-threaded relationshipsExcellent communication, negotiation, and presentation skillsData-driven approach with the ability to identify trends and opportunities within accountsBenefits:Flexible PTOMedical, Dental, Paid Sick Days, Vision, and Supplemental CoverageFlexible Spending AccountHealth Savings Account401(k) matchIf you are not sure that every qualification on the list above describes you exactly, we'd still love to hear from you! We value people with unique backgrounds, experiences, and skillsets. If you’re passionate about having a significant impact and shaping the foundations of a rapidly growing product, please apply!Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer.The compensation information below is provided in compliance with job posting disclosure requirements.Pay range: $70,000-$80,000 Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.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. #J-18808-Ljbffr Caret