Customer Success Manager - B2B SaaS (Financial, Legal & M&A Clients)
$80k - $100k#twiceasnice Recruiting
Customer Success Manager – B2B SaaS (Financial, Legal & M&A Clients) Our client in the SaaS industry is looking for a Remote Customer Success Manager to add to their team. This is your opportunity to grow your customer success career while playing a key part in developing and refining the customer success function. You will manage a portfolio of strategic accounts in finance and legal sectors and support the improvement of onboarding, adoption, retention, and expansion processes. Location Remote (U.S. Based) Pay Range $80,000.00/yr - $100,000.00/yr Benefits Medical Dental Vision FSA 401(k) PTO Stock Options (Company Equity) Job Type Full-Time Typical Hours M–F, 8:00 AM – 5:00 PM PT (flexible based on timezone) Start Date ASAP Responsibilities Lead onboarding, QBRs, and adoption plans for strategic accounts Track and improve customer health, satisfaction, and retention Drive upsells, renewals, and expansion quota Support the creation of early-stage customer success playbooks and workflows Serve as the primary point of contact for top-tier clients Collaborate with sales, support, and product on account goals Support the creation of product training, demos, and customer-facing content Contribute to building scalable frameworks for a growing CS function Qualifications 3+ years of Customer Success or Account Management experience required 2+ years of B2B SaaS experience required Legal, Finance, or similar high-compliance client experience required Quota-carrying experience with upsells and cross-sells required #J-18808-Ljbffr #twiceasnice Recruiting
$71.7k - $131.91k
...-as-a-service (SaaS) products for a... ...life sciences clients. We are a business... ..., exceptional customer service,... ...Client Relationship Manager supports the Client... ...legalManage legal documents as needed... ...be able to successfully manage ambiguous... ..., health care, financial services, and/...FinancialLegalFull timeWork experience placementInternshipWork at officeRemote workNight shift- ...Presidents, Directors, and Managing Directors on live... ...to sell side M&A, buy side advisory,... ...Build and maintain financial models, including operating... ...Draft and refine client facing materials... ...coordinate with legal counsel, accountants... ...models and common SaaS metrics Excellent...FinancialLegal
$100k
...as a service (“SaaS”) platform enables... ...dealerships to manage their end-to-end... ...experiences for customers and improves their financial and operational... ...selling to align client’s business needs... ...record selling B2B• Follow all CDK... ...Applicants must be legally authorized to...FinancialFull timeTemporary workWork experience placementLive inWork at officeVisa sponsorshipWork visaFlexible hoursNight shift$78.8k - $145.13k
Individual(s) must be legally authorized to work in... ...healthcare cost and care management. MedInsight is a... ...contact and liaison for clients, supporting them throughout... ...production. Client Success Managers ensure client... ...support employees’ health, financial security, and well-...FinancialFull timeWork experience placementRemote workFlexible hours$118.65k - $183.65k
Sr Counsel-M&A and Corporate | Job DetailsSr Counsel... ...and partner with, and manage, outside counsel. You... ...you will be the primary legal support for Kohler non-... ...collaboratively with internal clients and cross-function... ..., outside counsel and financial advisors, M&A targets...FinancialLegalContract workFlexible hours$155.6k - $306.8k
...Private Equity M&A Strategy & Diligence Manager Our Deloitte Strategy... ...helps guide clients through their most... ..., avoid financial pitfalls, and implement... ...The successful candidate would... ...demands of their customers. Our clients include... ...description of the legal structure of Deloitte...FinancialLegalOdd jobWork experience placementLocal area- ...Investment Company (Confidential) in Chicago seeks a Client Services Manager to strengthen and repair client relationships, driving retention... ...resources to address client needs. The role requires 5+ years in financial services client management, a Bachelor’s degree, and a...Financial
$200k - $400k
...technology, real estate, and financial services, among other... ...ultra-high-net-worth clients) Commercial... ...Corporate Transactions (M&A, private equity, capital... .... Job Details Successful candidates bring a portable... ...available at jobot.com/legal. By applying for...FinancialLegalHourly payFor contractorsWork at officeLocal area- ...professional at the mid‑level to join its Client Development (CD) team as a Client Development Manager supporting the Intellectual... ...and connecting clients with the legal resources they need to thrive.... ...degree of contact with Pricing, Financial Services, and Knowledge Services...FinancialLegalFull timeRemote workAfternoon shift2 days per week3 days per week
$189.2k - $372.9k
...Private Equity M&A Strategy & Diligence... ...helps guide clients through their... ...challenges, avoid financial pitfalls, and... ...as a Senior Manager in M&A Strategy... ...periodicalsThe successful candidate would... ...demands of their customers. Our clients include... ...of the legal structure of Deloitte...FinancialLegalOdd jobWork experience placementLocal area$170k - $220k
...hunter role. As a Senior Client Executive, you will... ...Partnerships: Build and manage a high-velocity pipeline... ...enterprise procurement and legal processes, ensuring... ...verifiable history of success as a pure hunter in competitive... ..., app development, custom software solutions,...LegalContract workRemote work$365k - $420k
...Tax Associate – M&A Focus Location: Dallas, TX A leading... ...with major corporates, financial institutions, and private equity clients. This is a strong platform... ...tax planning. Conduct legal research, prepare client... ...key member of deal teams. Manage multiple active transactions...FinancialLegalWork at officeRelocation- ...Job Overview: As a Customer Success Manager, you will drive the strategic... ...achieve their clinical and financial goals through strategic guidance... ...Customer" by synthesizing client feedback to influence the... ...driving adoption within SaaS or healthcare technology environments...FinancialWork at officeLocal area
$125k - $250k
...together. We are seeking a Customer Success Manager to join our team. You will... ...adoption by empowering clients to become self-sufficient in... ...technology solutions (SaaS/PaaS). ~ Strong understanding... ...your health, wellbeing, and financial future. Benefits may...FinancialWork experience placementLocal areaFlexible hours$55k - $70k
...Client Experience Associate Renier Hotopp... ...professional who can manage client... ...experience in client success, account management... ..., collections, or legal client services and... ...in client success, customer success, account management... ..., healthcare, financial services)...FinancialLegalFull timeMonday to Friday- Technology Strategy Manager / Senior Manager - Financial Services... ...mission is to help client business executives... ...efficiency, and customer satisfaction. We... ...model strategy, M&A, tech value and... ...of shared success and commitment to... ...with the Company's legal duty to furnish...FinancialLegalFull timeLive inWork at officeLocal area
$155.6k - $306.8k
...team helps guide clients through their... ...acquisitions (M&A), and sustainability... ..., avoid financial pitfalls, and implement... ...Strategy Manager to direct critical... ...of corporate, customer, M&A, workforce... ...deliveryA successful candidate would... ...description of the legal structure of Deloitte...FinancialLegalLocal areaVisa sponsorship$155.6k - $306.8k
...team helps guide clients through their most... ...and acquisitions (M&A), and sustainability... ...challenges, avoid financial pitfalls, and... ...efforts to help clients manage risk and achieve... ...offerings developmentA successful candidate would... ...of the legal structure of Deloitte...FinancialLegalLocal area$128k - $252.5k
...team helps guide clients through their most... ...and acquisitions (M&A), and sustainability... ...challenges, avoid financial pitfalls, and... ...considerationsSupport Managers and engagement teams... ...equity clientsA successful candidate would possess... ...of the legal structure of Deloitte...FinancialLegalLocal area- ...opportunity.This role supports manufacturing clients by delivering high-quality financial reporting, performance insights,... ...results. As a CAS Advisory Manager, you will lead client engagements,... ...insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID...FinancialLegalTemporary workWork at officeLocal areaRemote workOverseasFlexible hours
$155.6k - $306.8k
...team helps guide clients through their most... ...and acquisitions (M&A), and sustainability... ...challenges, avoid financial pitfalls, and... ...Being a Deloitte Manager in Human Capital Diligence... ...workstreams, legal counsel, investment... ...report findings A successful candidate would possess...FinancialLegalWork experience placementLocal area$97k - $145k
...ResponsibilitiesResponsibilities:Review and deliver financial reports and KPIs.Assist with... ...accounting assistance to clients and internal engagement teams... ...accounting3+ years of managing associates and/or teams.... ...indemnity insurance, legal, long-term care, pet insurance...FinancialLegalTemporary workWork at officeLocal areaRemote workFlexible hours$190.2k - $372k
...team helps guide clients through their most... ...and acquisitions (M&A), and sustainability... ...challenges, avoid financial pitfalls, and... ...looking for a senior manager to be a part of this... ...developmentA successful candidate would possess... ...of the legal structure of Deloitte...FinancialLegalLocal areaVisa sponsorship$155.6k - $306.8k
Position Summary M&A IT Manager Our Deloitte Strategy... ...team helps guide clients through their most critical... ...challenges, avoid financial pitfalls, and implement... ...building activities A successful candidate would possess... ...description of the legal structure of Deloitte...FinancialLegalLocal areaVisa sponsorshipFlexible hours- ...seeking a Director/Head of Client Service to join our... ...L.P., a $3.5 bn multi-manager equity market-neutral... ...‑manager platform successfully relative to peers Content... ...Partner closely with Legal and Compliance on client... ...of experience in financial markets, with a background...FinancialLegalOdd jobWork at office
$74k - $100k
...controller-level support to healthcare clients, helping them navigate complex financial needs with confidence. This... ...Responsibilities WHAT YOU'LL DO Manage day-to-day financial reporting... ..., hospital indemnity insurance, legal, long-term care, pet insurance, ID...FinancialLegalTemporary workWork at officeLocal areaRemote workFlexible hours- ...of choice for our clients and lead in the safe... ...: We drive successful tech-enabled transformations... ...Strategy/M&A, Transformation, Digital... ..., and key financial metrics.Innovative... ...directly with and managing client teams.Digital... ...with the Company's legal duty to furnish information...FinancialLegalFull timeLive inWork at officeLocal areaWorldwide
- ...is a member of the M&A Transition and... ...for supporting the successful transition and integration... ...newly recruited financial advisors and... ...directly to the Senior Manager, M&A Transition... ...opening and transfers, client documentation,... ...Human Resources, Legal, and other internal...FinancialLegalTemporary workWeekend work
- ...and agribusiness clients at the... ...model reinvention, M&A and integration... ...innovation economics, customer and consumer... ..., and change management.Ensure engagement... ..., timeliness, financial performance, and... ..., and succession planning.Support... ...the Company's legal duty to furnish...FinancialLegalFull timeLive inWork at officeLocal area
- ...exciting, fast-growing SaaS company to own and... .... Leading and managing a high-performing marketing... ...track record of success in senior marketing... ...roles at a B2B SaaS company, ideally... ...collaboration with sales, customer success, and... ...use cost-effective client engagement programs...Work at officeLocal areaRemote workFlexible hours1 day per week
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