Customer Success Manager

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🏄 California – Remote

🏄 California – Remote

💵 $70k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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AbacusNext

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1983

☁️ SaaS

🤝 B2B

SaaS • B2B

CARET is a software company with 40 years of experience that builds award-winning SaaS practice management platforms for legal and accounting firms. Its flagship product, CARET Legal, is an end-to-end legal practice management solution that organizes workflows, facilitates collaboration, and accepts payments, helping small and mid-size professional firms streamline operations and focus on higher-value work. CARET serves over 10,000 firms globally and positions itself as a B2B provider of practice management and payment-enabled SaaS tools.

📋 Description

• Proactively identify, develop, and close upsell, cross-sell, and expansion opportunities within existing accounts • Build and execute account growth plans aligned to customer goals and company revenue targets • Continuously “hunt” for new use cases, departments, and stakeholders to expand product adoption • Partner with Sales to convert expansion pipeline into closed revenue • Serve as the trusted advisor to customers, ensuring alignment between their goals and product capabilities • Build strong relationships with key stakeholders and decision-makers • Drive product adoption, engagement, and long-term value realization • Conduct regular business reviews focused on both performance and growth opportunities • Monitor customer health and proactively mitigate churn risk • Develop and execute retention strategies for at-risk accounts • Ensure renewal readiness while positioning expansion opportunities • Partner with Sales, Marketing, Product, and Support teams to drive customer outcomes and growth

🎯 Requirements

• 3–7+ years in Customer Success, Account Management, or Sales roles within a SaaS or technology environment • Proven track record of carrying and exceeding expansion or revenue targets • Strong hunting mindset with the ability to uncover and close growth opportunities • Experience managing complex accounts and multi-threaded relationships • Excellent communication, negotiation, and presentation skills • Data-driven approach with the ability to identify trends and opportunities within accounts

🏖️ Benefits

• Flexible PTO • Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage • Flexible Spending Account • Health Savings Account • 401(k) match