Sera Systems · 10 hours ago
Customer Success Manager
United States
Full-time
Remote
Entry, Mid Level
2+ years expSera Systems is a fast-growing SaaS company focused on modernizing HVAC, plumbing, and electrical businesses with its AI-powered platform. They are seeking a Customer Success Manager to manage the full customer lifecycle for SMB clients, ensuring effective onboarding, support, and optimization of their services.
AppsHeating Ventilation and Air Conditioning (HVAC)Home ServicesSaaSService IndustrySoftware
Hiring Manager
Kelsey Moser
Responsibilities
Onboard, train, and support a portfolio of SMB clients
Help clients navigate our platform and optimize their workflows
Monitor customer health and proactively prevent churn
Run check-ins and business reviews, showing value and ROI
Document interactions in HubSpot and internal tools
Advocate for customer needs to influence product improvements
Qualification
Required
2–4 years in SaaS Customer Success, Implementation, or Account Management
Comfortable navigating CRM tools, and SaaS workflows
Proficient in HubSpot
Consultative communicator who can simplify concepts for clients
Ready to own accounts
Company
Sera Systems
Sera Systems is an innovative field service management platform helping HVAC companies run smarter and more profitably.
11-50 employees
Funding
Current Stage
Growth StageTotal Funding
$11.7MKey Investors
Southland Industries
2023-05-25Series B
2021-10-28Series A· $11.7M
Leadership Team
Billy Stevens
Founder & CEO
Brian Kinard
CFO and Legal Counsel
Recent News
Company data provided by crunchbase