Customer Success Manager

Kodex

Customer Success Manager driving onboarding, renewals, and growth for Kodex’s secure government data-request platform. Building scalable Customer Success processes for high-impact clients.

Posted 9/5/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in driving customer retention, satisfaction, and growth through effective account management and strategic planning. Proficient in building customer relationships and utilizing data to enhance engagement strategies within a SaaS environment.

Highest-signal resume keywords

Customer Success ManagementSaaS ExperienceAccount ManagementExecutive-Level CommunicationHubSpot Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer RetentionOnboardingAccount PlanningData AnalysisWorkflow DesignCustomer InsightsIssue ResolutionEngagement StrategiesQBRsProcess Improvement

Soft Skills

Customer-Centric MindsetStrong Organizational SkillsAdaptability in Fast-Paced EnvironmentsRelationship BuildingPresentation Skills

Tools & Technologies

HubSpot

Industry Keywords

FintechLegaltechHealthtechGovtechSeries A/B SaaS ExperienceFounding CSM ExperienceConsulting Background

About the role

Key responsibilities & impact

Drive retention, renewals, customer satisfaction, and growth across a portfolio of high-impact clients
Serve as the primary point of contact from deal close through onboarding, implementation, and long-term success
Drive the post-sales experience from adoption to renewal in partnership with Sales and Business Operations
Own account planning, success tracking, and team alignment
Set post-sale requirements and onboarding plans
Build and nurture customer relationships
Triage, resolve, and track customer-reported issues; escalate to Engineering when needed
Champion customer needs within the product roadmap and influence prioritization
Use data and customer insights to design scalable engagement strategies
Design and improve internal workflows, tooling, onboarding, QBRs, and feedback-capture programs
Partner cross-functionally with Sales, Product, and Engineering
Help expand and refine foundational Customer Success playbooks, processes, and tooling

Requirements

What you’ll need

5+ years of customer-facing experience, including 2+ years in SaaS Customer Success or Account Management
Experience managing high-ARR, high-touch customers with real strategic complexity
Proven track record of delivering customer and business outcomes in innovative ways
Customer-centric mindset and technical fluency for implementations and product deep-dives
Excellent executive-level communication and presentation skills
Strong organizational skills
Comfort working in a fast-paced, ambiguous startup environment with shifting priorities
Comfortable working core Pacific Time hours
HubSpot experience
Background in fintech, legaltech, healthtech, or govtech
Series A/B or early-stage SaaS experience building CS processes from scratch
Founding CSM or first-few-CSM experience
Consulting background
Lawful authorization to work in the United States
No current or future employment-based visa sponsorship requirement to work in the United States

Benefits

Comp & perks

Remote-first within the U.S.
Annual offsites in exciting locations
Meaningful equity
Unlimited PTO + 14 company holidays
12 weeks of fully paid parental leave with a flexible return-to-work policy
Comprehensive medical, dental, and vision plans
401(k) retirement plan
Opportunities for professional growth