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- Employment
- Full-time
About the role
- Check out Magic's Business Profile
- Know more about our Team via Magic's Careers Page
- Proactive outreach - You reach out before the client does. When accounts are quiet, that is when you check in, align on goals, and explore what’s next — not when a cancellation request arrives.
- Signal detection - You notice when email replies get shorter, when login frequency drops, when task volume shifts. You act on those signals immediately, not after they become churn indicators.
- Growth orientation - You guide clients into expansion. You identify the gap between what they have and what they need, build the case using their own data, and make the recommendation feel inevitable — not salesy.
- Account ownership - You own every renewal, every escalation, and every at-risk conversation. You do not wait to be told which accounts to prioritize. You know your book.
- Client-business understanding - You learn your clients’ businesses deeply enough to spot problems they haven’t named yet. You position yourself as a strategic partner, not a service rep.
- Assistant coaching - You work with Account Leads and Success Coaches on VA performance, but you are not removed from the VA relationship. When needed, you step in directly — and you know how to coach.
- Apply - Application + Pre-Qualifying Questions
- HR Interview — 1-on-1 with Recruiting Team (communication skills, competencies assessment, and cultural fit)
24-Hour Reflection Period — If we advance you, we’ll ask you to take 24 hours to seriously consider the strategic account management requirements, the human-powered (not AI-first) nature of our product, and the ownership and revenue accountability expectations of this role. - 2nd Level Interview — Panel interview with Senior CSMs
- 3rd Level Interview — 1-on-1 with Director of CS — demonstrate client relationship management, churn prevention strategy, and QBR presentation skills
- Final Interview — 1-on-1 with Head of Sales & Customer Success
- Background Check + Vetting
- Job Offer
- You maintain 99%+ gross revenue retention and consistently hit 102%+ net revenue retention (NRR) across your book of business
- You don’t wait for clients to complain — you spot at-risk accounts early and execute save plans before churn indicators fully surface
- You run quarterly business reviews that clients look forward to — data-driven, strategic, and action-oriented, not just status updates
- You identify expansion opportunities through relationship depth: a client using one VA who needs an SDR, a growing team that needs specialized support, a founder whose workload signals they need three more hires
- You build trusted advisor relationships with C-suite executives and founders — they see you as a strategic partner, not a service provider
- You own the full post-sale journey from onboarding kickoff to renewal negotiation, with zero handoff gaps
- Your HubSpot is immaculate — account health scores are current, touchpoints are logged, and no renewal ever catches you off guard
- When accounts are quiet, you are still active: updating expected outcomes, confirming alignment, exploring growth opportunities, and making sure silence is not a risk signal
- When escalations arise, you take full ownership from intake to resolution and coordinate cross-functionally to deliver results
- You develop your own playbooks, trackers, and monitoring tools — you do not wait for a system to be handed to you
- You react to churn instead of preventing it — you wait for cancellation requests rather than monitoring leading indicators
- You need a manager to tell you which accounts to prioritize or when to reach out
- You treat renewals as administrative tasks rather than strategic conversations
- You avoid difficult conversations with clients about underperformance or misaligned expectations
- You don’t build relationships beyond your primary contact — if your champion leaves, the account is at risk
- You approach customer success as a support or operations function rather than a revenue-driving role
- You rely on gut feeling instead of data to assess account health and make strategic decisions
- You have done well managing VAs and internal teams, but you have limited experience owning client outcomes directly
The Impact you'll make
- Own and manage a portfolio of accounts, segmented by size, growth potential, and health status
- Maintain a minimum 99% logo retention and 102%+ NRR through proactive identification and closure of expansion opportunities
- Track MRR retention and MRR growth across your book — you understand and can speak to the dollar value of every account
- Monitor leading indicators of account health: login frequency, task assignment rates, communication patterns, VA utilization, and email engagement signals
- Navigate renewals 60–90 days before expiration, addressing concerns and negotiating terms proactively
- Identify clients with additional hiring needs, build data-driven ROI cases for expansion, and guide clients toward solutions they haven’t yet articulated
- Facilitate QBRs for growth and enterprise accounts with data-driven presentations showing value delivered: time saved, cost efficiencies, productivity gains
- Assess quality of client outreach — not just frequency, but whether your touchpoints are generating alignment, trust, and forward momentum
- Execute Magic’s 30-60-90 day onboarding framework for every new client, with personalized kickoff calls within 24–48 hours of contract signing
- Create detailed success plans with specific milestones, timelines, and success criteria tailored to each client’s business objectives
- Set the relationship tone in month one: weekly cadence with client, weekly sync with Account Lead at minimum, adjusting frequency based on what’s happening
- Introduce clients to their assigned VAs and facilitate initial relationship building to ensure seamless integration
- Build trusted advisor relationships with C-suite executives, founders, and senior decision-makers through business acumen and strategic thinking
- Multi-thread within client organizations — develop relationships at multiple levels so that a single champion's departure does not put the account at risk
- Maintain regular touchpoints appropriate to account size and health; respond to client inquiries within 24 hours, urgent issues within 1 hour
- Serve as mediator and coach for client-VA relationships — including direct VA coaching when Account Leads are unavailable or when escalation requires it
- Take full ownership of escalations from intake to resolution, coordinating cross-functionally across Operations, Support, Recruitment, and Leadership
- Build and maintain your own account health trackers and dashboards — do not rely solely on what the company provides
- Analyze customer usage data, engagement metrics, and behavioral patterns to predict churn risk and expansion potential
- Prepare monthly reports on portfolio health, retention metrics, expansion pipeline, and churn analysis
- Document your own playbooks for common scenarios and share learnings with the broader CSM team
- Gather qualitative and quantitative client feedback, synthesize into actionable themes, and advocate for client needs internally
Required Experience
- 3–5 years of customer success, account management, or client-facing experience in a B2B environment — with recent, hands-on client ownership (not team oversight)
- Direct and personal responsibility for revenue retention and expansion targets — you can name the accounts, describe the interventions, and state the outcomes with specific numbers
- Demonstrated proactive account management: you have examples of reaching out to clients before problems surfaced, not just after
- Experience spotting and acting on early churn signals — engagement drops, communication shifts, usage patterns — and executing save plans independently
- At least one expansion example where you identified the opportunity, built the case, managed client resistance, and closed the growth, not where the client came to you asking to grow
- Experience managing the full post-sale journey: onboarding, health monitoring, QBRs, renewal negotiation
- US market client experience — proven track record working directly with US-based business owners, founders, or executives
- Strong English proficiency for daily executive-level conversations, written communication, and QBR presentations with US C-level clients
- Stable and recent tenure — we value candidates with meaningful commitment within roles, not a pattern of short stints
- SaaS/Tech: Subscription-based business models, usage-based billing, customer success frameworks
- Outsourcing/Staffing: Recruitment, talent placement, workforce management, contingent labor
- Professional Services: Consulting, business process outsourcing, managed services
- Marketplace Platforms: Two-sided marketplaces connecting service providers and clients
- CRM Mastery: Hands-on experience with HubSpot CRM (or expert-level in Salesforce/similar with transferable skills). You’ll use it daily for tracking activities, pipeline, and forecasting revenue retention
- Data & Analytics: Intermediate to advanced Excel/Google Sheets proficiency—pivot tables, complex formulas (VLOOKUP, INDEX/MATCH, SUMIFS), dashboards, trend analysis, and extracting actionable insights
- Communication Tools: Highly proficient with Zoom, Google Meet, Slack, Microsoft Teams, and project management tools (Asana, Trello, Monday.com). Comfortable managing complex meeting coordination across time zones
- Technical Aptitude: Quick learner who can master new software platforms rapidly and help clients navigate technical issues or escalate appropriately
- Strong English proficiency required—both written and spoken—at a level sufficient for daily high-quality conversations and presentations with U.S.-based C-level and Director-level clients
- Ability to simplify complex topics, tailor messages for different audiences, and inspire confidence through clear, professional communication
- Able to provide specific, evidence-based examples when discussing past performance and customer success strategies
- Strategic Relationship Builder: You build authentic, trusted relationships quickly with diverse stakeholders—understanding who influences decisions and becoming a valued advisor, not just a friendly face
- Proactive Problem Solver: You don’t wait for problems to escalate—you anticipate challenges and address them before they impact the customer, taking full ownership through resolution
- Data-Driven Thinker: You balance gut instinct with hard data—looking for patterns in metrics, using data to inform strategy, and translating numbers into narrative for clients and leadership
- Results-Oriented: You’re driven by achievement and take personal pride in hitting retention and expansion targets without needing constant supervision
- Resilient & Adaptable: You thrive in dynamic environments, pivot quickly when priorities shift, remain composed when clients are upset, and bounce back from setbacks without losing effectiveness
- Cross-Functional Influencer: You work effectively across Sales, Product, Operations, and Support to deliver comprehensive solutions—influencing others and advocating for client needs without direct authority
- Customer Advocate: You genuinely care about client outcomes and fight for what’s best for them—while balancing client advocacy with commercial awareness and company sustainability
- Ownership Mentality: You own your book of business like it’s your own company—every account, every renewal, every escalation is personally yours to manage
- Consultative Mindset: You position yourself as a strategic partner, not a service rep—diagnosing needs, advising on solutions, and earning trust through consistent value delivery
- Polished Professional: Punctual, prepared, and presentable—your professionalism and executive presence are evident from the very first interaction
Benefits
- Salary | ₱60,000 – ₱80,000 gross monthly
- Employment Type | Permanent – Full Time
- Workplace Type | Fully Remote
- Reporting To | Sr. CSM /Director of Customer Success
- Customer Success Manager (0–12 months): Master Magic’s product suite, build account management discipline, establish trusted advisor relationships across your portfolio
- Senior CSM (12–24 months): Consistently exceed retention targets, mentor new CSMs, and manage higher-value enterprise accounts
- Team Lead / CS Manager (24–36 months): Lead a pod of CSMs, own team retention targets, and contribute to customer success strategy
- CS Director (3+ years): Oversee customer success operations, drive retention and expansion strategy, partner with leadership on growth
- Work Schedule: 9-hour shifts following US business hours, usually between Monday to Friday, 9:00 AM – 6:00 PM Eastern Time
- Schedule Flexibility: Flexibility for occasional evening/early morning calls for West Coast clients or urgent situations
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