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Customer Success Manager

About SugarCRM


From the very beginning, SugarCRM had a unique vision: to offer a different kind of Customer Relationship Management (CRM). We pioneered the first commercial open-source CRM platform, and now, more than two decades later, are on a mission to provide products and services that make the hard things easier for sales, marketing and customer service teams. In fact, we help mid-market businesses around the globe reach new levels of performance and predictability by letting our award-winning CRM platform do the work. 

 

Our diverse group of worldwide employees are united and driven by a shared passion for our mission, culture, and values. We treat our employees like humans not line items and are building a culture where your work at Sugar helps fuel personal, professional and business growth – check out our recent ‘Great Place to Work’ certification that we are so proud of. Work/life fit and flexibility for our team matters and together we pride ourselves on solving for our customers, always. 

 

If you're ready to grow your career and help organizations grow better and faster, you've come to the right place. Find out more about our SugarCRM careers and how you can become a part of our journey. 


SugarCRM is seeking an experienced Customer Success Manager (CSM) to join our growing team. In this role, you will serve as the primary point of contact for our customers, taking ownership of their experience from onboarding through to renewals, upsell, and cross-sell opportunities. You will be integral to driving both customer retention and growth within your accounts, applying a consultative approach to help clients achieve maximum value from our platform.


Key Responsibilities:
  • Customer Relationship Management: Build and maintain strong relationships with key stakeholders within client accounts. Act as a trusted advisor to guide clients in leveraging our CX platform for maximum impact, ensuring long-term satisfaction and value realization.
  • Account Ownership & Renewals: Own the entire post-sale lifecycle for assigned accounts (45-60), including ensuring timely contract renewals, driving 90% retention strategies, and mitigating churn risks.
  • Growth Opportunities: Identify and execute on opportunities for upselling and cross-selling across existing client portfolios. Leverage deep knowledge of clients’ business needs and our product offerings to provide tailored solutions.
  • Data-driven decision-making: Use client data and analytics to track account health, uncover opportunities, and tailor strategies that maximize customer success. Monitor key success metrics (e.g., adoption rates, usage patterns) to proactively address potential challenges and maximize renewal probability.
  • Collaboration & Networking: Work cross-functionally with sales, product, and support teams to address customer needs and deliver exceptional service. Identify new contacts and departments within existing accounts to expand product adoption and customer footprint.
  • Client Advocacy: Ensure that clients' voice is heard within SugarCRM, advocating for their needs and facilitating internal efforts to deliver on promises and enhance the customer experience.


Required Skills & Experience:
  • Proven Track Record: 4-6 years of experience in customer success, account management, or client-facing sales roles with direct responsibility for renewals, retention, and expansion within a SaaS B2B environment.
  • Customer-Centric Mindset: Demonstrated ability to build long-lasting relationships with clients, anticipating needs and providing value-added solutions. Comfort working in a consultative manner to advise on business process improvements through technology, a deep understanding of customer pain points, and the ability to navigate complex client relationships.
  • Revenue Growth Expertise: Success in identifying upsell and cross-sell opportunities, with a clear understanding of how to leverage customer relationships to drive revenue growth and meet KPIs.
  • Data-Driven Approach: Strong analytical skills, with the ability to interpret client data and business metrics to identify patterns, diagnose issues, and create action plans for account growth or retention.
  • Communication Excellence: Ability to communicate effectively across all levels of an organization, including C-suite executives, both verbally and in writing. You should be clear, concise, and persuasive in your approach.
  • Resilience & Motivation: Demonstrated ability to thrive in a dynamic environment, managing multiple priorities and consistently delivering results while maintaining a positive, proactive attitude.
  • Team Collaboration: You excel in team settings, working cross-functionally to ensure clients receive a seamless experience. You contribute to the broader team success and offer insight into best practices for customer engagement.


$60,000 - $84,000 a year
$60k-$84k is Base Salary
Total Compensation =  Base Salary + Commission based on ARR sales, depending on experience.

We understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable; and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. We want you to learn new things in this role, and we encourage you to apply if your experience is close to what we’re looking for. We also know that diversity of background and thought makes for better problem solving and more creative thinking, which is why we're dedicated to adding new perspectives to the team.

 

Benefits and Perks:

Beyond a stellar work environment, friendly people, and inspiring work, we have some sweet benefits and perks:

 

·       Excellent healthcare package for you and your family

·       Savings and Investment – 401(k) match

·       Unlimited Paid Time Off

·       Paid Parental Leave

·       Online Legal Services (Rocket Lawyer)

·       Financial Planning Services (Origin)

·       Discounted Pet Insurance (Embrace Pet Insurance)

·       Corporate Benefit Program (Working Advantage).  This benefit offers you exclusive travel and entertainment offers and special discounts that are not available to the general public

·       Health and Wellness Reimbursement Program

·       Travel Discounts

·       Educational Resources - Career & Personal Development Program

·       Employee Referral Bonus Program

·       We are a merit-based company - many opportunities to learn, excel and grow your career!


If you require a reasonable accommodation to search for a job opening or submit an application, please call +1 (877) 842-7276 with your request and contact information.


Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.


#LI-Remote

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CEO of SugarCRM
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Craig Charlton
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Average salary estimate

$72000 / YEARLY (est.)
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$60000K
$84000K

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What You Should Know About Customer Success Manager, SugarCRM

SugarCRM is on the lookout for a passionate and experienced Customer Success Manager to join our remote team based in the U.S. In this role, you will be at the heart of our mission to ensure our customers are not only satisfied but are thriving on our award-winning CRM platform. You will build strong relationships with key stakeholders, guiding them through the entire customer lifecycle—from onboarding to renewals and identifying upsell opportunities. With your consultative approach, you will help our mid-market clients achieve maximum value from their engagement with SugarCRM. You will leverage analytics to track account health, ensuring retention and proactively addressing potential challenges. Collaborating with sales, product, and support teams will be crucial, as you work together to address customer needs and improve their overall experience. Successful candidates will demonstrate a passion for customer relations, a knack for identifying growth opportunities, and strong analytical capabilities. Our company recognizes that no candidate is perfectly qualified, so we encourage you to apply even if your background is closely aligned with the role. We're proud to offer a wonderful blend of benefits, competitive salaries, and a culture that values diversity and teamwork. If you're keen to help organizations grow better and faster using our platform, SugarCRM is the place for you.

Frequently Asked Questions (FAQs) for Customer Success Manager Role at SugarCRM
What are the key responsibilities of a Customer Success Manager at SugarCRM?

As a Customer Success Manager at SugarCRM, you will build and maintain strong relationships with clients, take ownership of the entire post-sale lifecycle for assigned accounts, and identify opportunities for upselling and cross-selling. Your role will also involve data-driven strategies to maximize customer satisfaction and retention, while ensuring that the client's voice and needs are heard within the organization.

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What qualifications do I need to become a Customer Success Manager at SugarCRM?

For the Customer Success Manager position at SugarCRM, you'll need 4-6 years of experience in customer success or account management, particularly within a SaaS B2B environment. A strong customer-centric mindset, excellent communication skills, and the ability to analyze data for insights are key qualifications needed for this role.

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How does SugarCRM support the growth of its Customer Success Managers?

SugarCRM is dedicated to fostering the personal and professional growth of our employees. As a Customer Success Manager, you will have access to resources for career and personal development, including educational programs and mentorship opportunities. Our merit-based culture encourages continuous learning and the sharing of best practices, ensuring that you thrive in your role.

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What can I expect from the work culture at SugarCRM as a Customer Success Manager?

At SugarCRM, we pride ourselves on a collaborative and supportive work culture that prioritizes flexibility, work/life balance, and the well-being of our team members. As a Customer Success Manager, you will be treated as a valuable team member, not just a number. We promote open communication and teamwork across departments to deliver exceptional service to our clients.

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What benefits does SugarCRM offer to its Customer Success Managers?

SugarCRM offers an attractive benefits package for its Customer Success Managers, including comprehensive healthcare, a 401(k) match, unlimited paid time off, paid parental leave, and various financial and wellness services. Additionally, there are educational resources and opportunities for personal development to help you excel in your career.

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Common Interview Questions for Customer Success Manager
Can you describe your previous experience in customer success?

When answering this question, focus on specific examples of your work as a Customer Success Manager. Highlight instances where you successfully retained clients, drove renewals, or facilitated upselling, and share the impact you made on customer outcomes.

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How do you identify opportunities for upselling or cross-selling?

To answer effectively, discuss your approach to understanding client needs and business metrics. Mention specific techniques you utilize to recognize pain points where additional solutions could benefit the customer, thereby making your recommendations tailored and relevant.

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What strategies do you use to ensure customer retention?

Discuss strategies such as regular check-ins, data analysis for account health, and personalized follow-ups based on customer feedback. Emphasize your proactive approach to anticipating challenges and addressing them before they escalate.

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How do you handle difficult customer situations?

Share a specific example of a challenging customer interaction and how you resolved it. Highlight your communication skills, empathy, and problem-solving capabilities, showing how you turned a difficult scenario into a positive outcome.

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What role does data play in your decision-making as a Customer Success Manager?

Explain how you analyze customer data to track engagement metrics, identify trends, and inform your strategies. Discuss how data directly influences your proactive measures to ensure customer success and retention.

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Can you discuss a time when you successfully advocated for a client within your company?

Illustrate a scenario where you effectively communicated a client's needs to internal stakeholders. Describe the actions you took and how your advocacy resulted in improved client satisfaction or service delivery.

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How would you prioritize multiple accounts with varied needs?

Talk about your time management and organizational strategies. Emphasize your methods for identifying high-priority needs while maintaining consistent service across accounts.

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What communication techniques do you find most effective when working with clients?

Discuss the importance of active listening, clarity, and empathy in your communications. Share specific techniques that have helped you build rapport and trust with clients at various organizational levels.

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How do you stay updated on industry trends that may affect your clients?

Mention your strategies for ongoing learning and how you network within the industry. Discuss any resources or communities you leverage to keep informed about trends that may impact your clients' success.

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What goals do you think are important for a Customer Success Manager?

Identify key performance indicators such as customer satisfaction, renewal rates, and account growth as critical goals. Explain how you would track and report on these metrics throughout the customer lifecycle.

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We help companies achieve high-definition customer experience by providing the CRM platform that makes the hard things easier.

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Full-time, remote
DATE POSTED
April 4, 2025

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