Customer Success Manager – Field Services

November 20

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Escalon Services, Inc.

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Finance • HR Tech • Insurance

Escalon Services, LLC is a comprehensive business services provider offering a full spectrum of essential back-office operations such as accounting, bookkeeping, taxes, insurance, payroll, benefits, and recruiting. Serving over 5,000 clients, Escalon aims to be an integral part of growing businesses by taking care of their essential business services, thus allowing them to focus on growth and development. Escalon excels in optimizing financial operations, enhancing human resources functions, and managing business risks with their experienced team, tailored solutions, and strategic partnerships that foster trust and business efficiency. Escalon is recommended highly by its clients for its responsiveness, expertise, and ability to help businesses scale effectively.

1001 - 5000 employees

Founded 2006

💸 Finance

👥 HR Tech

💰 Private Equity Round on 2022-10

📋 Description

• Serve as the primary point of contact for 15–25 enterprise field services accounts. • Drive adoption, renewals, and expansion, with clear retention and upsell targets. • Lead seamless onboarding and implementation for new enterprise customers. • Partner with Sales for smooth handoff and ensure customers are set up for long-term success. • Lead Quarterly Business Reviews (QBRs) with enterprise customers. • Deliver proactive usage insights, ROI reporting, and forward-looking recommendations. • Host both virtual and in-person QBRs and strategic sessions as needed. • Identify and execute upsell opportunities within existing accounts. • Collaborate with Sales and Product to lead renewal negotiations and expansion initiatives. • Partner closely with Sales, Product, and Operations teams to represent the voice of the customer. Share customer insights to influence roadmap priorities and process improvements. • Travel up to 40–50% for customer visits, in-person QBRs, and key industry trade shows (primarily U.S., occasional Canada/overseas)

🎯 Requirements

• 5–7+ years of experience in Customer Success, Account Management, or similar roles in SaaS. • Strong background in field services industries - particularly landscape construction, snow, and paving. • Proven success managing enterprise accounts with measurable results in retention, renewals, and upsells. • Comfort engaging with Director, VP, and C-suite personas across enterprise organizations. • Excellent executive presence, communication, and relationship-building skills. • Strong analytical and problem-solving ability; able to translate data into actionable business insights. • Experience leading onboarding and implementation for enterprise clients. • Willingness to travel 40–50%, primarily within the U.S

🏖️ Benefits

• Opportunity to shape the success of Beam AI’s largest, most strategic field services customers. • High-impact role at the intersection of AI and the field services industry. • Collaborative, entrepreneurial team environment. • Competitive compensation with meaningful upside through retention and expansion incentives