Customer Success Manager – Managed Services

New
Remote, Florida, 8:00am-5:00pm ETFull-TimeMiddle
Salary not disclosed
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Job Details

Required Skills
Customer SuccessHubSpotAccount ManagementCRM

Requirements

  • Strong written and verbal communication skills.
  • Exceptional organization, prioritization, and follow-through capabilities.
  • Demonstrated customer-facing experience in a service-oriented environment.
  • Ability to independently manage multiple clients, priorities, and deadlines.
  • Strong professional phone, email, and meeting presence.
  • Ability to coordinate across departments and drive work toward completion without direct authority.
  • Experience using CRM, PSA, or similar account management systems.
  • Strong judgment and problem-solving skills with an ability to determine appropriate next steps.
  • High attention to detail and commitment to accurate client information maintenance.
  • Preferred: Experience within an MSP, IT services, SaaS, or technology services environment.
  • Preferred: Working knowledge of IT services and ConnectWise Manage, HubSpot, or Acumatica.

Responsibilities

  • Coordinate the end-to-end client experience from onboarding through the ongoing Managed Services relationship.
  • Serve as the primary relationship point for assigned clients while reinforcing established support channels.
  • Monitor client health, satisfaction, and retention risks, proactively coordinating actions to resolve concerns.
  • Manage the annual renewal calendar, including contract milestones, price increases, and service true-ups.
  • Maintain accurate client profile data and engagement records in systems such as CRM/PSA platforms.
  • Identify service adoption gaps and collaborate with internal teams to align services with client needs.
  • Represent the client perspective internally to improve processes and service quality.
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