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Customer Service Manager

India, Latin America, Philippines

About the Role

We are seeking a proactive, relationship-oriented, and tech-savvy Customer Success Manager (CSM) to support our U.S.-based clients. This is a fully remote, offshore position, perfect for a self-starter who excels in a fast-paced environment, communicates confidently in English, and is dedicated to delivering customer value and enhancing retention.

As a CSM, you will take full ownership of the post-sale client relationship—leading onboarding, driving adoption, and identifying opportunities for growth. You will serve as a strategic partner to assist customers in maximizing the impact of our AI-powered solutions across their businesses.

Key Responsibilities

Onboarding & Relationship Management

  • Lead onboarding and training sessions to ensure rapid time-to-value

  • Build and maintain trusted relationships with U.S.-based clients

  • Conduct success planning sessions and regular business reviews

  • Act as the primary point of contact for client needs and escalations

  • Help ensure high Customer Satisfaction (CSAT) and Net Promoter Score (NPS) by consistently delivering valuable experiences

Customer Health, Retention & Growth

  • Monitor product usage and proactively enhance feature adoption

  • Track customer health and address issues before they escalate into risks

  • Identify upsell and cross-sell opportunities to support revenue retention

  • Collaborate with Sales on renewals and account expansion strategies

Strategic Alignment & Advocacy

  • Align product capabilities with client goals and success outcomes

  • Provide actionable guidance and best practices

  • Partner with Product, Sales, and Support teams to advocate for client needs

  • Gather and communicate feedback that drives continuous improvement

AI Enablement & Innovation

  • Identify and define automation or AI use cases with customers

  • Guide clients in adopting AI features across the platform

  • Collaborate internally to implement AI-driven solutions

  • Stay updated on AI trends and convert insights into client opportunities

Qualifications

Required:

  • 2–5 years of experience in Customer Success, Account Management, or a similar client-facing role

  • Experience working with U.S.-based B2B customers, ideally across time zones

  • Excellent written and spoken English (C1+ level or native equivalent)

  • Highly self-motivated and detail-oriented, with strong remote communication and prioritization skills

  • Proficiency in Customer Success tools such as Salesforce, HubSpot, Gainsight, or similar

Preferred:

  • Background in SaaS, digital transformation, or AI-powered products

  • Familiarity with lifecycle planning, customer segmentation, and success playbooks

  • Exposure to AI tools or automation platforms (e.g., GPTs, chatbots, no-code/low-code tools)

What We Offer

  • A fully remote role for offshore candidates with autonomy and flexibility

  • The opportunity to work with cutting-edge AI products in real-world B2B scenarios

  • A collaborative, supportive, and fast-moving global team culture

  • Competitive compensation with performance-based incentives

  • Ongoing learning and professional development opportunities

  • The chance to play a pivotal role in shaping the future of AI-enabled business solutions

About Bold Business:

Bold Business is a US-based global business process outsourcing (BPO) firm with over 25 years of experience and $7B+ in client engagements. We help fast-growing companies scale through smart talent strategies, automation, and technology-driven solutions.

Bold Business recruiters always use a “@boldbusiness.com” email address and/or from our Applicant Tracking System, Greenhouse. Any variation of this email domain should be considered suspicious. Additionally, Bold Business recruiters and authorized representatives will never request sensitive information in email or via text.

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