Escalon Services

Customer Success Manager - Field Services

Escalon Services  •  $80k - $100k/yr  •  Remote  •  3 months ago
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Job Description

Customer Success Manager - Field Services

Department: Recruiting Done

Employment Type: Full Time

Location: Remote

Compensation: $80,000 - $100,000 / year


Remote, U.S. (with up to 40–50% travel)
Competitive salary plus variable compensation tied to renewals, retention, and upsells

About Our Client

Our client is transforming how the field services industry approaches takeoffs and project estimation. Their AI-powered solutions are trusted by contractors ranging from $5M firms to multi-billiondollar enterprises. As they expand their footprint across the U.S., they are looking for a seasoned Enterprise Customer Success Manager (CSM) to strengthen and grow partnerships with their largest customers in the field services segment. The Role The Enterprise CSM will be the primary owner of a portfolio of 15–25 strategic enterprise accounts, representing approximately $1.5–$2M in ARR. This role focuses on driving customer success, retention, and expansion by ensuring their largest field services customers realize the full value. You’ll build deep relationships with operational and executive leaders across the landscape, snow, and paving industries, helping them streamline estimating, bidding, and growth through their technology.

This is a highly strategic individual contributor role (70% strategic / 30% tactical) that blends relationship management, implementation leadership, and collaborative account planning with Sales and Product.

Key Responsibilities

  • Serve as the primary point of contact for 15–25 enterprise field services accounts.
  • Drive adoption, renewals, and expansion, with clear retention and upsell targets.
  • Lead seamless onboarding and implementation for new enterprise customers.
  • Partner with Sales for smooth handoff and ensure customers are set up for long-term success.
  • Lead Quarterly Business Reviews (QBRs) with enterprise customers.
  • Deliver proactive usage insights, ROI reporting, and forward-looking recommendations.
  • Host both virtual and in-person QBRs and strategic sessions as needed.
  • Identify and execute upsell opportunities within existing accounts.
  • Collaborate with Sales and Product to lead renewal negotiations and expansion initiatives.
  • Partner closely with Sales, Product, and Operations teams to represent the voice of the customer. Share customer insights to influence roadmap priorities and process improvements.
  • Travel up to 40–50% for customer visits, in-person QBRs, and key industry trade shows (primarily U.S., occasional Canada/overseas)

Skills, Knowledge and Expertise

  • 5–7+ years of experience in Customer Success, Account Management, or similar roles in SaaS.
  • Strong background in field services industries - particularly landscape construction, snow, and paving.
  • Proven success managing enterprise accounts with measurable results in retention, renewals, and upsells.
  • Comfort engaging with Director, VP, and C-suite personas across enterprise organizations.
  • Excellent executive presence, communication, and relationship-building skills.
  • Strong analytical and problem-solving ability; able to translate data into actionable business insights. Experience leading onboarding and implementation for enterprise clients.
  • Willingness to travel 40–50%, primarily within the U.S

Benefits

  • Opportunity to shape the success of Beam AI’s largest, most strategic field services customers.
  • High-impact role at the intersection of AI and the field services industry.
  • Collaborative, entrepreneurial team environment.
  • Competitive compensation with meaningful upside through retention and expansion incentives
Escalon Services

About Escalon Services

If you’re like us, you’re in business to do what you love—build great products, teams, and customer relationships. Paying bills, generating financial reports, sending invoices, managing taxes, and running payroll are necessary and often urgent - distractions.

About Escalon:

Vision

To be the partner that grows with you, every step of the way.

Mission

We simplify and power the back office for founders, so they can grow with clarity and confidence.

At Escalon, we help you focus on what you love by handling your non-core and necessary back-office work.

Escalon was founded in 2006 in Palo Alto, CA, to serve small and medium-sized businesses and non-profits. In 2020, we made a significant stride by acquiring Early Growth, the leading CFO, accounting, and tax services provider to venture-backed startups. This was followed by another milestone in 2022 when we acquired Full Stack Finance, a leading finance and HR services provider to startups and private equity-backed businesses.

The combined companies have provided outsourced finance, accounting, tax, HR, and insurance services to over 20,000 customers in more than 40 countries.

Industry
Accounting & Tax
Company Size
201-500 employees
Headquarters
Dover, Delaware
Year Founded
2006
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