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 15 hours ago
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