Customer Success Manager

CARET•San Diego, CA

1d•Remote

About The Position

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further. Our team-defined values guide how we show up for each other, for our partners, and for our customers: We succeed together. We embrace progress. We care big. We create space. We are seeking a results-driven Customer Success Manager focusing heavily on revenue expansion, upselling, and proactive opportunity hunting. You will act as a strategic partner to customers while driving measurable business outcomes and increasing account value.

Requirements

3–7+ years in Customer Success, Account Management, or Sales roles within a SaaS or technology environment
Proven track record of carrying and exceeding expansion or revenue targets
Strong hunting mindset with the ability to uncover and close growth opportunities
Experience managing complex accounts and multi-threaded relationships
Excellent communication, negotiation, and presentation skills
Data-driven approach with the ability to identify trends and opportunities within accounts

Responsibilities

Proactively identify, develop, and close upsell, cross-sell, and expansion opportunities within existing accounts
Build and execute account growth plans aligned to customer goals and company revenue targets
Continuously “hunt” for new use cases, departments, and stakeholders to expand product adoption
Partner with Sales to convert expansion pipeline into closed revenue
Own and manage a book of business with a growth quota or expansion target
Serve as the trusted advisor to customers, ensuring alignment between their goals and product capabilities
Build strong relationships with key stakeholders and decision-makers
Drive product adoption, engagement, and long-term value realization
Conduct regular business reviews focused on both performance and growth opportunities
Monitor customer health and proactively mitigate churn risk
Develop and execute retention strategies for at-risk accounts
Ensure renewal readiness while positioning expansion opportunities
Partner with Sales, Marketing, Product, and Support teams to drive customer outcomes and growth
Provide customer feedback to influence product roadmap and go-to-market strategies