Customer Success Manager

Customer Success Manager

Remote (Central Time) | SaaS | Field Service Technology

Help Home Service Businesses Scale Smarter

At Sera Systems, we're transforming the way HVAC, plumbing, and electrical companies operate. Our AI-powered platform helps service businesses streamline scheduling, dispatching, customer communication, reporting, and profitability tracking so they can grow faster and operate more efficiently.

We're looking for a Customer Success Manager who thrives at the intersection of technology, customer relationships, and business operations. This is a highly consultative role where you'll partner directly with business owners and operational leaders to help them maximize value from our platform.

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 HubSpot


• 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 HubSpot 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.