Customer Success Manager

Job Description

Customer Success Manager

\n

Remote (Central Time) | SaaS | Field Service Technology

\n

\n

Help Home Service Businesses Scale Smarter

\n

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.

\n

\n

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.

\n

\n

What You'll Do

\n

\n
• Lead customers through onboarding, implementation, and long-term adoption
\n
• Configure solutions and guide clients through operational workflow improvements
\n
• Build trusted relationships with business owners, dispatch managers, and operational leaders
\n
• Conduct regular business reviews that demonstrate ROI and business impact
\n
• Monitor customer health, identify risks early, and drive retention
\n
• Serve as the voice of the customer, partnering with Product and Engineering teams to influence future enhancements
\n
• Document customer interactions and success plans within HubSpot
\n
• Help customers optimize scheduling, dispatching, communication, and profitability processes
\n

\n

\n

What We're Looking For

\n

\n
• 2-4 years of experience in Customer Success, Account Management, Implementation, or SaaS Consulting
\n
• Experience managing a portfolio of SMB customers
\n
• Strong problem-solving skills and ability to translate technical concepts into practical business solutions
\n
• Proficiency with HubSpot or similar CRM/Customer Success platforms
\n
• Exceptional communication and relationship-building skills
\n
• Ability to manage multiple projects and customer priorities simultaneously
\n
• Experience supporting operational software or field service businesses is a plus
\n

\n

\n

Why Join Sera?

\n

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

\n

\n

About Sera Systems

\n

\n
• 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.
\n