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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.
Vacancy posted 17 hours ago
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