About this role

Serve as the primary technical and strategic point of contact for assigned client accounts
Understand client goals and map them to platform capabilities, workflows, and deliverables
Support technical discussions, including light troubleshooting, data interpretation, and integrations
Lead structured onboarding experiences using clear documentation, visuals, and walkthroughs
Monitor account health, proactively identify risks, and drive retention and expansion opportunities
Collaborate with operations, production, and leadership to ensure timely, accurate delivery
Maintain detailed records and workflows within HubSpot or similar CRM tools

2–4 years of experience in client success, account management, or customer-facing SaaS roles
Working understanding of coding concepts, including SQL and Python (ability to read, interpret, or discuss—not necessarily build from scratch)
Prior experience working for a tech or SaaS company
Non-negotiable: Proven prior remote work experience, fluency with remote collaboration tools (Slack, Zoom, Google Workspace, Asana or similar), and experience working with U.S. or UK-based companies. Applications without this experience will not be considered.
Strong written and verbal English communication skills
Highly organized, process-driven, and comfortable managing multiple accounts

Technical Client Success Manager

Key skills