About this opportunity
Sera Systems lists this Technical Customer Success Manager opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Technical Customer Success Manager – Sera Systems
Sera Systems is transforming the home services industry (HVAC, plumbing, electrical) with an AI‑powered SaaS platform that automates scheduling, dispatching, customer communication, and real‑time profitability insights. We help service businesses streamline operations and scale with confidence.
We're growing fast — and we’re looking for a Technical Customer Success Manager to join our Customer Success team.
What You’ll Do
Lead the full customer lifecycle, from sales handoff through onboarding, implementation, adoption, and long‑term retention
Configure accounts, guide data migration, deliver personalized training, and ensure fast time‑to‑value
Build strong, consultative relationships with owners, operators, technicians, and dispatch teams
Proactively monitor customer health, identify risks, and take action to prevent churn
Run regular check‑ins and business reviews, showing ROI and advising customers on operational improvement opportunities
Troubleshoot workflow, configuration, or product issues while collaborating with Product, Support, and Sales
Document customer interactions, insights, and escalations with clarity and precision
Use HubSpot and internal tools to analyze customer data, track behavior, and guide account strategy
Advocate for customer needs and help influence product improvements
Contribute to SOPs, internal documentation, and scalable customer‑facing processes
What We’re Looking For
3+ years in SaaS Customer Success, Technical Account Management, or Implementation
Strong technical aptitude — comfortable navigating SaaS platforms, data workflows, and diagnostic tools
Experience guiding customers through onboarding, configuration, and optimization
Consultative communicator who can coach customers and simplify technical concepts
Proactive, organized, and detail‑oriented with strong ownership mentality
Experience supporting or advising small/medium‑size businesses is a plus (especially home services)
Comfortable using tools like HubSpot, Salesforce, Gainsight, Jira, Zendesk, UserFlow, Pendo, or similar
What You’ll Bring
A customer‑first mindset and the ability to build trust quickly
Strong problem‑solving skills with a structured, analytical approach
Clear communication, emotional intelligence, and professionalism
Ability to manage a book of business and drive measurable customer outcomes
Curiosity and technical adaptability in a fast‑moving environment
Why Sera
Mission‑driven company modernizing a traditionally underserved industry
Fast‑growing SaaS environment with room to learn and make an impact
Collaborative, values‑based culture rooted in respect, integrity, and inclusivity
Opportunity to influence product direction and customer experience strategy
Location: Dallas, TX
Salary: $130,000.00 – $170,000.00
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Business Development and Customer Service
Industries
Software Development
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.