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Customer Success Manager – CRM Project Lead
skalieren.aiCustomer Success Manager optimizing automation workflows for B2B clients. Leading onboarding and complex automation designs while ensuring high-quality results in a fully remote environment.
About the role
Key responsibilities & impact- You are the strategic lead at the interface between our B2B clients and our technical support team.
- You plan and oversee onboarding as well as the customized configuration of CRM accounts.
- You design complex automations and “if-then” logics that eliminate manual processes.
- You test, optimize, and only approve technical processes when they operate error-free for the customer.
- You coordinate efficient project alignment sessions via Zoom and ensure the correct adoption of the new infrastructure by the client.
Requirements
What you’ll need- Proven experience building automation workflows (e.g., with Zapier, Make or directly within CRM systems).
- Deep understanding of data structures and digital process scaling.
- Business-fluent English for our international focus.
- Extremely structured, decisive, and holding a high standard of quality for project outcomes.
Benefits
Comp & perks- 100% Remote & freedom: Complete location independence with a strong results-oriented approach.
- Freelance model: Long-term collaboration with transparent billing based on fixed fees per managed project/customer.
- Performance incentives: Additional success bonuses for outstanding customer outcomes that lead to measurable feedback (e.g., positive OMR reviews, video testimonials and case studies).
- Team & network: Despite your autonomy, we emphasize professional exchange. Project-related coordination and optional team events foster connection and knowledge transfer within our international network.
- Growth: A professional environment designed for scaling and maximum efficiency.