Customer Success Manager

Sera Systems

Customer Success Manager

Remote (Central Time) | SaaS | Field Service Technology

Help Home Service Businesses Scale Smarter

At Sera Systems, we're transforming the way HVAC, plumbing, and electrical companies operate. Our AI-powered platform helps service businesses streamline scheduling, dispatching, customer communication, reporting, and profitability tracking so they can grow faster and operate more efficiently.

We're looking for a Customer Success Manager who thrives at the intersection of technology, customer relationships, and business operations. This is a highly consultative role where you'll partner directly with business owners and operational leaders to help them maximize value from our platform.

What You'll Do

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

What We're Looking For

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

Why Join Sera?

Work directly with business owners and operational leaders
Influence product innovation through customer feedback
Join a fast-growing SaaS company during an exciting stage of growth
Make a measurable impact on customer success and company performance
Collaborate with a team that values ownership, transparency, and continuous improvement

About Sera Systems

Sera Systems delivers modern software built specifically for home service businesses. By combining automation, AI, and real-time business insights, we help contractors save time, increase profitability, and create exceptional customer experiences.

Apply

Vacancy posted 23 hours ago

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