Customer Success Manager

What You'll Do: Lead customers through onboarding, implementation, and long-term adoption Configure solutions and guide clients through operational workflow improvements Build trusted relationships with business owners, dispatch managers, and operational leaders Conduct regular business reviews that demonstrate ROI and business impact Monitor customer health, identify risks early, and drive retention Serve as the voice of the customer, partnering with Product and Engineering teams to influence future enhancements Document customer interactions and success plans within Hub Spot Help customers optimize scheduling, dispatching, communication, and profitability processes What We're Looking For 2-4 years of experience in Customer Success, Account Management, Implementation, or SaaS Consulting Experience managing a portfolio of SMB customers Strong problem-solving skills and ability to translate technical concepts into practical business solutions Proficiency with Hub Spot or similar CRM/Customer Success platforms Exceptional communication and relationship-building skills Ability to manage multiple projects and customer priorities simultaneously Experience supporting operational software or field service businesses is a plus Why Join Sera? Work directly with business owners and operational leaders Influence product innovation through customer feedback Join a fast-growing SaaS company during an exciting stage of growth Make a measurable impact on customer success and company performance Collaborate with a team that values ownership, transparency, and continuous improvement About Sera Systems Sera Systems delivers modern software built specifically for home service businesses. By combining automation, AI, and real-time business insights, we help contractors save time, increase profitability, and create exceptional customer experiences.