Job description

Drive Success. Build Relationships. Make Every Customer a VIP. Customer Success Manager Location: Fully Remote (USA) About WhatConverts WhatConverts is a B2B SaaS company specializing in marketing attribution and lead tracking solutions. We empower businesses to make smarter, data-driven decisions by revealing exactly what drives their conversions. As a remote-first company, we foster a mission-focused and performance-driven culture where integrity, initiative, and innovation thrive. Position Overview We’re looking for a relationship-driven Customer Success Manager (CSM) to join our growing team. In this role, you won’t just “manage” customers - you’ll partner with them. From onboarding to expansion, you’ll serve as a trusted advisor helping clients maximize value from WhatConverts, prove their ROI, and grow with us long-term. If you’re passionate about creating standout experiences, energized by fast-paced SaaS environments, and skilled at blending strategy with service — you’ll thrive here. In this role you’ll get to: • Lead engaging onboarding meetings that set customers up for success, ensuring ROI and a long-term relationship. • Deliver strategic platform training directly tied to each customer’s needs and goals. • Conduct an in-depth needs analysis to ensure customers are optimally set up to achieve their goals and growth. • Monitor account health, identify risks early, and proactively guide customers to stronger outcomes. • Collaborate across internal teams to remove barriers, accelerate adoption, and drive customer value. • Serve as the primary point of contact for your Book of Business, building relationships rooted in trust and long-term value. • Identify and nurture opportunities for account growth and expanded platform usage. • Champion customer feedback internally to shape product enhancements and better customer experiences. • Play a key role in growing WhatConverts by increasing customer retention and satisfaction. • Maintain detailed records of customer interactions, health indicators, and progress against success metrics on the CRM. What we’re looking for: • 2+ years of customer success, onboarding, or account management experience within a SaaS or tech environment. • Strong technical aptitude — you enjoy learning, explaining, and troubleshooting software solutions. • Hands-on experience with CRM tools (Zoho, Salesforce, or similar) to manage customer relationships and success journeys. • Exceptional communication, facilitation, and relationship management skills. • Highly organized, proactive, and energized by helping customers succeed. • A natural passion for customer advocacy and a bias toward action. Company Benefits/Perks: • Remote-First: Empowered to work agilely in a fully remote environment with no risk of office return. • Immediate Impact: From day one, take ownership of projects and make a direct impact. • Health & Wellness: 100% employer-paid premium medical, dental, vision, and life insurance. • 401k with 5% Match: Secure your future with immediate vesting. • Employee Support: Access counseling, legal, and debt management services through our EAP. • Generous PTO & Flexible Time Off: Accrue PTO with additional days for tenure, plus up to 4 hours of flex time per week for personal matters. • Parental & Bereavement Leave: Paid leave for life’s important moments. • Volunteer Day: Give back with an annual volunteer day. • Diversity & Inclusion: Join a positive, supportive, and inclusive workplace. • Remote Work Perks: $100 monthly stipend to ensure your home office needs are met and company-provided devices. Before you apply you should: • Learn about our team • Read about what makes us different or watch a product overview • Read our reviews on G2 If you're excited to grow your career in a fast-moving SaaS company alongside smart, supportive colleagues — we’d love to meet you. WhatConverts is an equal opportunity employer. We recruit, hire, pay, and promote without regard to gender, race, sexual orientation, age, religion, veteran status, physical/mental abilities, or any other identities protected by law.

Requirements

Must-haves

Drive Success. Build Relationships. Make Every Customer a VIP.
Customer Success Manager
Location: Fully Remote (USA)
Lead engaging onboarding meetings that set customers up for success, ensuring ROI and a long-term relationship.
Deliver strategic platform training directly tied to each customer’s needs and goals.
Conduct an in-depth needs analysis to ensure customers are optimally set up to achieve their goals and growth.
Monitor account health, identify risks early, and proactively guide customers to stronger outcomes.
Collaborate across internal teams to remove barriers, accelerate adoption, and drive customer value.
Serve as the primary point of contact for your Book of Business, building relationships rooted in trust and long-term value.
Identify and nurture opportunities for account growth and expanded platform usage.
Champion customer feedback internally to shape product enhancements and better customer experiences.
Play a key role in growing WhatConverts by increasing customer retention and satisfaction.
Maintain detailed records of customer interactions, health indicators, and progress against success metrics on the CRM.
2+ years of customer success, onboarding, or account management experience within a SaaS or tech environment.
Strong technical aptitude — you enjoy learning, explaining, and troubleshooting software solutions.
Hands-on experience with CRM tools (Zoho, Salesforce, or similar) to manage customer relationships and success journeys.
Exceptional communication, facilitation, and relationship management skills.
Highly organized, proactive, and energized by helping customers succeed.
A natural passion for customer advocacy and a bias toward action.
Remote-First: Empowered to work agilely in a fully remote environment with no risk of office return.
Immediate Impact: From day one, take ownership of projects and make a direct impact.
Employee Support: Access counseling, legal, and debt management services through our EAP.
Generous PTO & Flexible Time Off: Accrue PTO with additional days for tenure, plus up to 4 hours of flex time per week for personal matters.
Parental & Bereavement Leave: Paid leave for life’s important moments.

Nice-to-haves

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Application prep

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Platform: gem
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Pto

Wellness