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Customer Success Manager

Company:
The AIM Group
Location:
Boston, MA
Posted:
April 05, 2026
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Description:

Full Remote

Customer Success Manager, 65k to 95k per annum base only

REMOTE but prefer candidates that live in specific US states (listed below), ability to travel 25 - 30% of the time

Compensation Commensurate with experience, bonus, benefits, EOE, diverse highly educated Financial Services culture.

Candidates must be a U.S. citizen or national, refugee, asylum, or lawful permanent residents.

Summary

Our client is seeking an innovative, client obsessed Customer Success Manager (CSM) to help customers derive as much value as possible from their SaaS investment.

The CSM is responsible for building relationships with our client’s customers to ensure a successful customer journey and great user experience.

They seek a problem-solver and critical thinker who can consider any obstacles they encounter holistically to implement creative solutions.

They offer a challenging environment where the pace of everyone’s career growth is driven by the level of their commitment and contribution to the business.

Responsibilities

Decrease churn, improve NPS survey results and health, take proactive steps to mitigate signs of risk.

Own the entire relationship with assigned clients, including onboarding, implementation, training, adoption, retention, and satisfaction

Keep customers engaged with regular touch points such as business reviews (BRs) and ongoing operational check-ins.

Establish relationships as a trusted and strategic advisor to help ensure the continued value of our product and to advocate for the customer.

Develop a thorough understanding of our product and service offerings to upsell and cross-sell to clients.

Analyze customer data and provide metrics to improve customer experience.

Communicate effectively with both internal and external stakeholders to better understand customer needs, maximize retention and growth, and share learnings

Qualifications

Work remotely with the ability to travel 25 - 30% of the time.

...Live near major airport, preferably live in the following states Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Massachusetts, Nevada, New Hampshire, New …

ohn C. McInnis, President The AIM Group IT Consulting and Placement 617-947-7318 https://www.linkedin.com/in/aimgroup/

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