Customer Success Manager jobs at Appian - 2625 jobs
Customer Success Manager - Public Sector (McLean, VA)
Appian 4.7
Customer success manager job at Appian
Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together.
We are seeking a CustomerSuccessManager to join our team. You will serve as a strategic advisor to empower leading companies across many industries in transforming their businesses through process applications built on Appian's software platform with AI, robotic automation, Data Fabric, and other innovative technologies. You will gain a deep understanding of our customers' business goals, cultivate impactful relationships with stakeholders at different levels, positioning yourself as a trusted advisor and catalyst for their success.
Combining your understanding of customer needs, your business and technical aptitude, and deep expertise you will develop about Appian capabilities, you will enable customers to achieve their unique objectives through collaborative engagement with internal and external partners. As a CustomerSuccessManager, your task will be to ensure progress against key customer outcomes, identify and mitigate various types of risks to customersuccess, including: business, program, implementation, technical, project, adoption, engagement.
This role is based at our HQ in McLean, VA. Appian was built on a culture of in-person collaboration, which we believe is a key driver of our mission to be the best. Employees hired for this position are expected to be in the office 4 - 5 days per week to foster that culture, ensure we thrive through shared ideas and teamwork, and maximize opportunities to connect with the exceptional people across Appian. While working in-person with customers is our main priority, we also believe the office environment enables more opportunities to celebrate wins, collaborate effectively, and build strong relationships across teams.
What you'll do:
Uncover and shape each customer's desired goals, translate these objectives into actionable and prioritized plans, and then drive execution of these plans with the customer.
Drive adoption by empowering clients to become more self-sufficient with building and managing Appian applications and solutions.
Identify opportunities for Appian to reach the client's business goals and articulate business value cases for additional investment in expanding the customer's use of Appian.
Identify and remove any barriers to successful adoption and expansion of the customer's use of Appian software.
Establish yourself as a strategic partner and trusted advisor with key client stakeholders by demonstrating alignment between Appian's capabilities and the client's evolving business strategy.
Monitor account health to ensure customer satisfaction and identify opportunities for impactful intervention.
You'll be successful in this role if you have skills and experience to:
Uncover and shape each customer's goals, translate them into prioritized plans, and drive execution together.
Drive adoption by empowering clients to be self-sufficient in building and managing Appian applications.
Identify opportunities to expand Appian's footprint and articulate clear business value cases.
Monitor account health, address barriers, and ensure customer satisfaction.
Establish yourself as a trusted advisor with key stakeholders by aligning Appian's capabilities to their evolving strategy.
Develop deep mastery of Appian's products, implementation methodology, and best practices.
Recommend process improvements and technology solutions, including AI, that deliver measurable outcomes.
Build joint roadmaps and success plans that ensure long-term impact.
Communicate confidently across technical teams, business stakeholders, and executives-including C-level leaders.
Collaborate effectively with internal and external partners, mentor colleagues, and advocate for agile practices.
Required skills and experience:
Bachelor's degree, ideally in a technical field.
5+ years of experience in technology consulting, successmanagement, or advisory services.
Proven ability to act as a trusted advisor and drive measurable business value for customers.
Experience implementing, configuring, deploying, or testing enterprise technology solutions (SaaS/PaaS).
Strong understanding of system integration, data architecture, or enterprise architecture.
Excellent consulting, communication, and presentation skills with executive and technical audiences.
Strong organization and project management skills with close attention to detail.
Experience with agile software development practices.
Willingness to travel up to 25-50%.
#LI-KC1
Tools and Resources
Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires.
Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities.
Community: We'll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company.
About Appian
Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations-resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN]
Follow Appian: LinkedIn.
Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law.
Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at ReasonableAccommodations@appian.com. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.
Appian's Applicant & Candidate Privacy Notice
A leading cybersecurity firm in San Francisco is looking for a Senior CustomerSuccessManager to guide customers in realizing the value of their purchases. This role involves direct interaction with customers and requires strong communication skills and a technical understanding of cybersecurity. Ideal candidates will have a background in customer-facing roles and a hands-on approach to improving customer satisfaction. This position offers a competitive salary and a flexible work environment.
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$125k-169k yearly est. 5d ago
Associate Customer Success Manager
Stratix Corporation 4.3
Norcross, GA jobs
Stratix Corporation is the trusted advisor for many industry-leading global enterprises, offering the most comprehensive managed services portfolio to help companies operationalize and realize the full value of their mobile investments. Our passion is partnering with businesses to operationalize their mobile investments with high-value services that drive competitive differentiation.
Position Summary
We are seeking a local, office-based Associate CustomerSuccessManager to join our dynamic team in Norcross, GA. As a key contributor to Stratix's success, you will engage, retain, and empower our enterprise customers, helping them leverage our services to achieve their mobility objectives. The ideal candidate is customer-obsessed, results-driven, and eager to grow within a fast-paced, rapidly expanding company.
Key Responsibilities
Customer Relationships - build relationships with internal and external customers through planned and unplanned meetings/touchpoints. Our business requires CustomerSuccess to be available when customers need us.
Order Management - work with internal teams to ensure orders get booked and go out on time.
Inventory Management - manage the customer's inventory/inventory thresholds, including internal transfers, replenishments and ordering of new equipment. This includes customer owned inventory as well as spare pool inventory.
Lifecycle Management - work with the internal partners to ensure spare pool is at contractual levels, replacements go out per the contractual agreement with the customer etc.
Problem solving - evaluate and prioritize customer issues to drive timely resolution, including ensuring they fully understand the issue, resolution, and prevention strategies.
Job Requirements
Bachelor's Degree (BA/BS) required.
1+ years of experience in data analysis or a customer facing role.
Proficiency in Microsoft Office, with advanced Excel skills (e.g., XLOOKUP, Pivot Tables, charts/graphs).
Excellent written and verbal communication skills, with an aptitude for data driven persuasion.
High energy, proactive individual with a “hands-on” approach to problem solving.
Exceptional time management, multitasking, and prioritization abilities.
Adaptability to a fast-paced, dynamic work environment with a commitment to quality and a positive “can do” attitude.
Continuous improvement mindset with a focus on customer satisfaction.
Ability to work both independently and collaboratively, taking ownership and accountability for outcomes.
Experience with Oracle and ServiceNow systems (preferred).
Work Environment:
This position is based in Norcross, GA, and requires candidates to work onsite 5 days per week. Candidates should be local to the area as this is not a remote position.
$55k-86k yearly est. 5d ago
Client Director - FS Banking
Pegasystems, Inc. 4.0
Boston, MA jobs
Client Director - FS Banking
Job Category: Sales
Meet Our Team: Join our disruptive evolution of the software industry as a Strategic Client Director. Every business/industry/company is looking to modernize the way they work. As the recognized industry leader in strategic business applications, according to analysts such as Forrester and Gartner, we challenge companies to rethink the way they do business and empower them to become more efficient, smarter, and most importantly customer-centric.
Responsibilities
Proactively lead a joint company-strategic account planning process to develop mutual performance objectives, financial targets, and critical milestones for a one year, eighteen month and three-year period.
Manage hire, train, and mentor new and existing Sales Executives (Account Executives and Client SuccessManagers).
Represent the entire range of company products and services to assigned customers, while leading the customer account planning cycle and ensuring assigned customers' needs and expectations are met by the company.
Establish productive, professional relationships with key executives in assigned customer accounts.
Coordinate the involvement of all cross-functional resources, including support, service, and multi-level management resources, in order to meet account performance objectives and customers' expectations.
Who You Are
You have a successful track record of selling software and have progressed into sales leadership. You have a good foundation in pipeline development, strategic planning, account management, forecasting and consistent achievement of defined sales quota within the MEDDPICC selling approach. You are able to command the attention and influence your customer's thinking to quickly gain credibility and build strong multi-level relationships based upon adding value as opposed to appeasing immediate tension with a short-term solution. You create constructive disruption, helping customers to understand the urgency and impact of a new behaviour, and then proactively guide them through the change. You guide transformation in the account through innovative thinking and introducing initiatives, which satisfy customer needs and company goals, ensuring their relevance and competitiveness in the digital market.
What You've Accomplished
BA/BS degree or equivalent work experience.
8-12+ years of FS sales experience.
Complex deal navigation accustomed at closing international business.
In-depth knowledge of and proficiency in relationship selling of complex software solutions.
Leadership both directly and virtually.
Accomplished in selling software solutions within a specific vertical market.
Ability to actively listen, hear and understand what is said and not said, and comprehend the meaning and intent.
Ability to negotiate and explore alternatives and positions to reach outcomes that gain support and acceptance by all parties.
Ability to persuade and influence, using appropriate interpersonal styles and communication methods to gain acceptance of thoughts, plans, activities, services and products.
Pega Offers You
Gartner Analyst acclaimed technology leadership across our categories of products
Continuous learning and development opportunities
An innovative, inclusive, agile, flexible, and fun work environment
Competitive global benefits program inclusive of pay + bonus incentive, employee equity in the company
Base salary range for this role is 169,500 - 263,200 USD annually. This role may also be eligible for annual bonus OR commission, as well as benefits and other incentives.
The final compensation will be determined during the offer process based on the candidate's education, experience, skills, and qualifications, as well as market conditions and may vary from the posted range. We will share information on benefits, bonus/commission, and other pay components for this role at the relevant recruitment stage.
Job ID: 23121
It is Pega's policy to engage, recruit, hire, promote, train, discipline, and compensate in all job classifications, without regard to race, color, sex, religion, national origin, age, disability, sexual orientation, gender identity, veteran status, or any other category protected by law.
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$135k-171k yearly est. 5d ago
Senior Account Manager
Pulse 4.5
Philadelphia, PA jobs
We are expanding our enterprise partnerships across the pharma and life sciences sector, supporting Corporate Affairs and Communications teams in managing complex, global digital ecosystems.
We're seeking a US-based Account Lead with experience in Healthcare Communications, corporate digital operations and project management.
You'll act as the day-to-day strategic and delivery lead for a major Corporate Affairs digital program - coordinating updates across multiple stakeholders, ensuring compliance and governance, and driving consistency across a network of global corporate and product websites.
This is a hybrid role that blends account leadership, governance, and project delivery- ideal for someone who understands how to bring structure, clarity, and calm to a fast-moving corporate communications environment.
What You'll Do
Account Leadership & Client Partnership
Serve as the primary point of contact for a US-based Corporate Affairs team.
Build trusted relationships with stakeholders across Corporate Affairs, Digital/IT, HR, and agency partners.
Translate business objectives into actionable digital plans and deliverables.
Provide strategic oversight to ensure alignment, transparency, and on-time delivery.
Governance and Workflow
Oversee governance across a large multi-site corporate web ecosystem.
Manage the intake, triage, and prioritization of content and technical requests.
Coordinate workflows between creative/content agencies and technical delivery teams.
Maintain SLA tracking, dashboards, and ongoing performance reporting.
Project Management
Lead quarterly delivery cycles tied to major corporate events, product launches, and content updates.
Oversee day-to-day collaboration with offshore development and QA teams.
Proactively manage risks, dependencies, and timelines to maintain operational stability.
Leadership and Collaboration
Partner with the wider team to ensure consistency and excellence in delivery.
Contribute to refining governance frameworks and improving digital workflows.
Represent Pulse in regular steering meetings and strategic planning sessions.
Who You Are
Experienced digital account or project lead (7-10 years) with pharma, biotech, or healthcare communications experience.
Confident in managing multiple stakeholders and workstreams across corporate and product websites.
Strong understanding of regulated digital publishing, compliance workflows, and corporate narrative alignment.
Skilled communicator with excellent organizational instincts and client-facing presence.
Hands-on with digital production and operations - understanding how sites are built, updated, and governed.
Qualifications
Bachelor's degree or equivalent professional experience.
5-9 years of experience in digital account management or project delivery.
Demonstrated experience working in pharma, healthcare or life sciences and corporate communications
Knowledge of CMS platforms (WordPress, Sitecore, AEM, etc.) and digital workflows.
Experience managing SLAs, QA, and structured content workflows.
Level & Reporting
Equivalent to Base 2-3 (senior client-facing lead with PM capability). Reports to the Global Account Lead (EU-based).
Why Join Pulse Digital
Pulse partners with global life sciences organizations to deliver human-centric digital experiences that enhance corporate reputation and stakeholder engagement.
You'll play a key role in shaping the digital operations of a global Corporate Affairs team - ensuring stability, consistency, and continuous improvement across an evolving web ecosystem.
$67k-107k yearly est. 5d ago
Service Line Sales Manager - Life Science/MedTech
Cognizant 4.6
Massachusetts jobs
Director of Sales - IOA (Intelligent Operations & Automation) - Life Sciences
IOA Business Unit is one of Cognizant's highest growth businesses and a critical part of Cognizant's Digital imperatives in the market. North America is a high-growth region and IOA is looking at expanding its presence further. Life Sciences operations is one of the fastest growing service lines within IOA (Intelligent Operations and Automation).
To meet IOA's strategic growth objectives of LS operations we are looking for a highly accomplished, results-driven senior sales executive to originate, advance, and close large sales opportunities in outsourcing. This individual will be working with industry community (Client Partners, SLM (Service line managers) and IOA Leadership to drive sales and business development in a high growth and highly autonomous environment. This role will have a visible presence within the Life Sciences/Medical Device industry representing Cognizant and our service offerings
Role Summary Title -Director of Sales/Service Line Sales Specialist (SLS)- IOA/BPO Transformation
Location - Boston, MA or New Jersey residents - USA (must live or be willing to relocate)
Travel - Travel will vary depending on customer and prospect requirements.
Summary Job Description:
Define and grow topline growth and improve the go-to-market plans, offerings, and value propositions in MedTech and Health Sciences
Drive sales, P&L growth and pipeline across existing relationships and drive revenue growth and hunting for new logos, building and closing active pipeline on a quarter-on-quarter basis
Build strong internal relationships with IOA Commercial/Offshore Delivery Heads, Cognizant's Market Commercial & Delivery Unit) leadership, and other core leaders.
Key Accountabilities
Closing Sales - The main responsibility and focus of the role will be the growth of our IOA business within NA, Specifically, win new deals in customer account per pre agreed targets.
Sales Plan Creation - A critical early task will be developing and executing a quota growth plan for selected lines of business.
Pipeline Management - Among the critical tasks likely to be featured in the sales plans, are developing the opportunity pipeline, qualifying high priority deals and winning new business in line with agreed targets.
Demand Generation - To work with IOA and Life Sciences Commercial team to identify prospects, create marketing plans and take responsibility to engage new clients in conversation
Proposal Development - Understand customer needs and translate them into winning proposals for Cognizant and its customer in partnership with the presales and solution teams
Deal Shaping / Pricing Development - Develop creative deal shapes, commercial structures, and pricing proposals as part of a winning sales pursuit. Work closely with the business unit, Commercial Director, Bid Directors, and regional FP&A teams
Market Intelligence - Provide competitive intelligence associated with market pricing and specific competitor strengths, weaknesses, tactics, etc.
C-Level Client Relationship Building - Build relationships across CXO levels in client organizations and developing executive level relationships.
Regular Third-Party Intermediary Interaction - Participate in industry 3rd party seminars, meetings, analyst forums, Cognizant capability presentations, etc. to develop deeper industry connects in relation to our clients and key local IOA intermediaries.
Job Requirements:
Key Competencies
Life Sciences, MedTech, Health Science, or consulting experience is required.
Consistent record of growing business successfully over the years through strong client relationships and a deep understanding of the LS/MedTech industry specifically Medical Device
Demonstrated ability of building sales and account management teams.
Deep understanding of IOA/BPO/LS and able to engage C-level executives in detailed LS deals, solution, transition, and transformation shaping discussions.
Significant international experience required including being conversant in global service delivery models - both shared services and BPS.
Well- developed "rolodex" as well as the demonstrated ability to create strategic partnerships with large and complex organizations.
Ability to operate in a fast-paced entrepreneurial and highly matrixed organization.
Validated ability to guide, influence and develop a wide range of professionals.
Strong problem solving and analytical skills and the ability to "roll up your sleeves" and work with a client to create timely solutions and resolutions.
Qualifications
10+ years of experience in Sales and Business development within Life Sciences, HealthTech, Medical Device industry
Bachelor's/Master's degrees in related field is preferred Global Business Services - Client-facing GBS project experience is preferred.
Professional Contacts - Existing strong relationships with third party advisors, industry analyst, and potential C-level buyers
Matrixed Organization- Experience working in a highly matrixed organization is preferred.
Preferred Experience
MS or MBA degree preferred.
Ability to contribute to new business development efforts and to lead multiple tasks in a dynamic environment.
Must be detail oriented and able to manage and maintain all facets of complex assignments.
Demonstrable problem-solving abilities with the skills to identify strategic solutions to business problems with enterprise-wide implications.
Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences.
Top Reasons to Join Our Team
Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a diverse, highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement.
Salary and Other Compensation:
The annual base salary for this position is between $198,000 - $218,000 depending on the experience and other qualifications of the successful candidate.
This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans.
Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
Medical/Dental/Vision/Life Insurance
Paid holidays plus Paid Time Off
401(k) plan and contributions
Long-term/Short-term Disability
Paid Parental Leave
Employee Stock Purchase Plan
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
A Good fit for the Cognizant culture
A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative.
Work Authorization
Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.
We look forward to hearing from passionate professionals eager to make a difference.
$198k-218k yearly 53m ago
Sr. Customer Success Manager (Remote)
QA USA 3.3
Austin, TX jobs
Job description
NOTE: This is a 100% remote role with travel required to visit customers. Ideal candidates will be located in MST or PST.
Who We Are:
At QA, we believe the future belongs to organizations that learn fast, build real capability, and apply new skills at speed and scale.
QA is a global leader in technology and digital skills development, trusted by more than 4,000 organizations and over one million learners worldwide. As the largest tech training provider in the UK and a rapidly expanding force in the U.S., we offer a full suite of scalable learning solutions-from digital, on‑demand content to immersive instructor‑led training (ILT). Our programs span cloud, data, AI, cybersecurity, software, e‑commerce, digital marketing, and the broader commercial skills today's enterprises need to compete.
Backed by CVC Capital Partners, QA combines the stability of a long‑established global business with the agility and energy of a high‑growth U.S. team. With 4,500 employees worldwide and 80 employees across the United States, we bring both global scale and a startup‑like pace as we build our U.S. presence. This is a chance to be part of something big, with room to make immediate impact. Learn more at QA.com.
Role Overview:
You will be the main owner of strategic client accounts responsible for developing strong multi-threaded relationships, platform adoption & learning content consumption, customer satisfaction, revenue retention, and growth via expansion leads and advocacy initiatives.
You will be responsible for setting up curriculums and programs with these clients, so need to have a curiosity and interest in our content, product offerings and how these solve for client needs. You should be able to define and communicate clients' digital skills gaps and training goals and act as an expert in the digital landscape and be able to talk to clients with authority around the training that we provide.
You will also need to demonstrate that you can lead on program design to ensure high engagement rates of our products and content, to drive value and success. You will need to demonstrate an analytical and creative mindset to finding solutions that drive success and high engagement rates across our client base.
The Sr. CSM will embed themselves in the client organization as a trusted/strategic advisor, deepening relationships with program owners, sponsors, advocates, and key subject matter experts to achieve success goals and prove ROI.
Key Responsibilities:
Client Onboarding & Training: Facilitate effective onboarding and training for new users.
CustomerSuccess Strategy: Develop and deploy customersuccess strategies tailored to client needs. Understand customers' business value drivers and success criteria to develop account plans that achieve mutual success.
Learning Strategy: Define and communicate clients' digital skills gaps and training goals and act as an expert in the technical & digital landscape and be able to talk to clients with authority around the training that we provide. Set up curricula in partnership with the Go-to-Market Consultancy Team.
Relationship Management: Embed yourself as a strategic advisor, build rapport and understand needs for all key stakeholders up and across all relevant functions. Leads Business Reviews and regular meetings to drive success and measurable outcomes that prove ROI.
Platform Adoption: Drive license activation and high engagement with our product and content.
Value Management: Proactively manage and demonstrate value for our clients through data-driven storytelling and consultative selling.
Revenue Retention & Renewals: Manage revenue retention and ensure high net and gross retention rates.
Growth Strategy: Partner with Account Executives to identify and pursue expansion opportunities.
Financial Management: Understand and navigate enterprise dynamics, budgeting cycles, procurement processes, forecast revenue attainment, and have a gap plan to address potential revenue churn.
Key Performance Indicators:
Gross Retention Rate (GRR)
Net Retention Rate (NRR)
CustomerSuccess Qualified Leads (CSQL)
Customer Retention
Adoption Metrics
Satisfaction & ROI Impact
Ideal Candidate Profile:
Experience: Proven track record in onboarding, driving user adoption, developing mutual success plans, managing revenue retention and renewals. Experience with expansion leads and partnering on growth strategies.
Skills: Strong in proactive value management, consultative selling, and creating business cases for executives, renewal negotiations, and qualifying expansion lead opportunities. Has gravitas, poise, passion and an executive presence when engaging with senior leaders.
Knowledge: Foundational familiarity with Cloud Platform, Cyber Security, IT Service Management, Dev Ops, E-Commerce to engage with Technology, Product and Marketing functional leaders about learning goals.
Curiosity & Learning: Demonstrable proof of recent learning (e.g., vendor certification, university course). Analytical with a data-driven mindset.
Background:
We're looking for individuals who may bring any combination of the following:
Preferred experience in the EdTech space, such as Udemy, Coursera or Pluralsight.
Experience managingcustomer relationships in IT, Product, Engineering, Marketing, and/or Learning & Development functions.
Experience from top tech companies like Amazon, Microsoft, or Google (or their partners).
SaaS providers such as Rackspace, VMware/Broadcom, or Digital Ocean.
SaaS companies in the EdTech space, such as Udemy or Pluralsight.
Consulting firms like Big 5, either as a past customer, or if you worked for them, particularly in software development, DevOps, or solution architecture.
Managed services experience with a media/marketing agency.
Why Join Us?
Be part of a growing team in a startup-like environment within a larger established company.
Work on the cutting edge of tech-enabled learning and development solutions.
Collaborate with Fortune 500 clients and drive real business outcomes.
You're excited to make an impact on people and business transformation.
Compensation
70% base /30% variable. Variable tiered payout based on revenue retention target achievement.
CSMs generate expansion leads (CSQLs), receiving % of expansion deal value (uncapped).
Travel
Visit customers monthly.
Employee Benefits
4 weeks of vacation per year, that goes up to 5 weeks after 2 years
5 sick days
2 volunteer days
3 professional development days
12 US holidays
3% match on the 401k, that goes up to 4% after two years, no vest
Medical, dental and vision through Cigna and Guardian - basic plans paid by the company for the employee, there is an employee contribution if premium plan is chosen and/or family members added
FSAs, HSA (with one medical plan), supplemental insurances
$30/month cell phone reimbursement
$200 equipment stipend every two years
Pre-tax commuter benefits to those based out of NYC office
Diversity & Inclusion
We pride ourselves on being an equal opportunity employer, committed to equality and diversity amongst both our employees and prospective applicants. We ensure that all applicants are treated equally and fairly throughout our recruitment process. We are determined that no applicant experiences discrimination on the basis of sex, race, ethnicity, religion or belief, disability, age, gender identity, ancestry, sexual orientation, veteran status, marriage and civil partnership, pregnancy and maternity, socio-economic background, neuro-diversity, education, or any other basis prohibited by applicable law.
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$65k-109k yearly est. 1d ago
Customer Success Manager - SaaS
Netdocuments 3.7
Remote
NetDocuments is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity without phone, video, and in person meetings and communications from emails using the @netdocuments.com domain. If you have any concerns or questions about communications you have received, please send them to ************************ so our team members can review.
NetDocuments is the world's #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things and recognizing every interaction matters.
NetDocuments provides rewarding career growth in an inclusive, diverse environment where employees are encouraged to openly contribute creative ideas and innovation, backed by supportive peers and leadership working together to achieve our goals as a unified team.
At our core, we are dedicated to empowering our employees to drive successful business outcomes and better user experiences for our customers and partners. Our customer-centric approach and employee enablement has allowed us to enjoy many accolades, including being named among the 2022, 2023, & 2024 list of Inc. Magazine's 5000 Fastest-Growing Private Companies in America.
Other recent awards include:
Two-time winner (2024, 2023) National Top Workplaces
Two-time winner (2024, 2023) Top Workplace innovation
Three-time winner (2023, 2022, 2021) Top Workplace in the US by the Salt Lake Tribune
Three-time winner (2023, 2022, 2021) Best Companies to Work for by Utah Business magazine
Three-time winner (2024, 2023, 2022) Top Workplace Work-Life Flexibility
Three-time winner (2024, 2023, 2022) Top Workplace Compensation & Benefits
2024 Cultural Excellence
2024 Technology Industry
2023 Top Workplace Leadership
2023 Top Workplace Purpose & Values
2022 Top Workplace Employee Appreciation and Employee Well Being
NetDocuments is a hybrid, remote-friendly workplace. Come join our team and work inspired each day!
Your opportunity for impact:
NetDocuments is seeking a Onboarding CustomerSuccessManager in the New York area who has experience working with or in the Legal Industry. This role will support our customers, building long-term client retention through presenting product information, assisting the sales team with upselling and renewals, and addressing customer issues. The CSM will be responsible for onboarding new customers. This role will be reporting to the Senior Manager, CustomerSuccess.
What your contributions will be:
Client Relationship Management
Serve as the primary point of contact for a portfolio of legal industry clients
Develop strategic relationships
Act as a consultative advisor
Gainsight Administration & Strategy
Use Gainsight daily to monitor health scores, automate workflows, log activities, and manage proactive engagement and risk alerts for accounts with churn or low engagement risks.
Adoption
Ensure smooth product adoption tailored to legal workflows and compliance requirements.
Retention & Expansion
Manage renewals, identify upsell and cross-sell opportunities and drive account growth.
Manage and identify churn for customers, creating action plans and working with other internal teams to rectify
Voice of the Customer
Advocate internally for client needs
Provide feedback to improve product roadmap, user experience, and service delivery.
Business Reviews & Insights
Conduct regular business reviews (QBRs) to demonstrate ROI and adoption
Align product usage with client goals and develop actionable insights using data-driven analysis from platforms like Salesforce, Splunk, and Power BI.
Documentation & Enablement
Maintain detailed records of client interactions, milestones, and sentiment using Gainsight Timeline and CTAs
Lead enablement and adoption efforts for legal teams transitioning to for existing and new product sets
Legal Industry Expertise
Understand and address the unique challenges, regulatory requirements, and compliance nuances of legal clients, offering tailored solutions and best practices.
Required Education and Experience:
Bachelor's degree in Business discipline or equivalent years' experience
4+ years in software technology in account management, marketing, customersuccess, training/consulting services, or project management with a SaaS company.
Preferred Experience :
Legal industry experience preferred
Gainsight and Salesforce
Benefits
90% healthcare premiums company covered
HSA company contribution
401K match at 4% with immediate vesting
Flexible PTO (typically 3 to 4 weeks a year)
10 paid holidays
Monthly contributions for wellness
Access to LinkedIn Learning with monthly dedicated time to explore
Compensation Transparency:
The annual compensation range for this position is: $70,000 - $80,000 base plus 20% variable bonus.
The posted cash compensation for this position includes on target earnings, base salary and variable if applicable. Some roles may qualify for overtime pay. Individual compensation packages are determined based on various factors specific to each candidate, such as career level, skills, experience, geographic location, qualifications, and other job-related considerations
#LI-REMOTE
Equal Opportunity
NetDocuments is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, individual qualifications, without regard to race, color, religion, sex, (including pregnancy), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity and/or expression, military and veteran status, or any other status protected by laws or regulations in the locations where we operate. NetDocuments believes diversity and inclusion among our employees is critical to our success, and we are committed to providing a work environment free of discrimination and harassment.
$70k-80k yearly Auto-Apply 11d ago
Customer Success Manager - Public Sector (McLean, VA)
Appian 4.7
Customer success manager job at Appian
We are seeking a CustomerSuccessManager to join our team. You will serve as a strategic advisor to empower leading companies across many industries in transforming their businesses through process applications built on Appian's software platform with AI, robotic automation, Data Fabric, and other innovative technologies. You will gain a deep understanding of our customers' business goals, cultivate impactful relationships with stakeholders at different levels, positioning yourself as a trusted advisor and catalyst for their success.
Combining your understanding of customer needs, your business and technical aptitude, and deep expertise you will develop about Appian capabilities, you will enable customers to achieve their unique objectives through collaborative engagement with internal and external partners. As a CustomerSuccessManager, your task will be to ensure progress against key customer outcomes, identify and mitigate various types of risks to customersuccess, including: business, program, implementation, technical, project, adoption, engagement.
This role is based at our HQ in McLean, VA. Appian was built on a culture of in-person collaboration, which we believe is a key driver of our mission to be the best. Employees hired for this position are expected to be in the office 4 - 5 days per week to foster that culture, ensure we thrive through shared ideas and teamwork, and maximize opportunities to connect with the exceptional people across Appian. While working in-person with customers is our main priority, we also believe the office environment enables more opportunities to celebrate wins, collaborate effectively, and build strong relationships across teams.
What you'll do:
* Uncover and shape each customer's desired goals, translate these objectives into actionable and prioritized plans, and then drive execution of these plans with the customer.
* Drive adoption by empowering clients to become more self-sufficient with building and managing Appian applications and solutions.
* Identify opportunities for Appian to reach the client's business goals and articulate business value cases for additional investment in expanding the customer's use of Appian.
* Identify and remove any barriers to successful adoption and expansion of the customer's use of Appian software.
* Establish yourself as a strategic partner and trusted advisor with key client stakeholders by demonstrating alignment between Appian's capabilities and the client's evolving business strategy.
* Monitor account health to ensure customer satisfaction and identify opportunities for impactful intervention.
You'll be successful in this role if you have skills and experience to:
* Uncover and shape each customer's goals, translate them into prioritized plans, and drive execution together.
* Drive adoption by empowering clients to be self-sufficient in building and managing Appian applications.
* Identify opportunities to expand Appian's footprint and articulate clear business value cases.
* Monitor account health, address barriers, and ensure customer satisfaction.
* Establish yourself as a trusted advisor with key stakeholders by aligning Appian's capabilities to their evolving strategy.
* Develop deep mastery of Appian's products, implementation methodology, and best practices.
* Recommend process improvements and technology solutions, including AI, that deliver measurable outcomes.
* Build joint roadmaps and success plans that ensure long-term impact.
* Communicate confidently across technical teams, business stakeholders, and executives-including C-level leaders.
* Collaborate effectively with internal and external partners, mentor colleagues, and advocate for agile practices.
Required skills and experience:
* Bachelor's degree, ideally in a technical field.
* 5+ years of experience in technology consulting, successmanagement, or advisory services.
* Proven ability to act as a trusted advisor and drive measurable business value for customers.
* Experience implementing, configuring, deploying, or testing enterprise technology solutions (SaaS/PaaS).
* Strong understanding of system integration, data architecture, or enterprise architecture.
* Excellent consulting, communication, and presentation skills with executive and technical audiences.
* Strong organization and project management skills with close attention to detail.
* Experience with agile software development practices.
* Willingness to travel up to 25-50%.
#LI-KC1
$93k-125k yearly est. Auto-Apply 60d+ ago
Lead Customer Success Manager
Vertex 4.7
Remote
This position is responsible for driving product adoption, deliver high levels of business value, and cultivate deep customer relationships. This role will be responsible for all aspects of renewals, account management, adoption, customersuccess planning, and expansion sales. The role drives overall customer satisfaction including reporting and analytics of revenue impact tied to client success, client testimonials, and client references.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
Develop a trusted advisor relationship with customer stakeholders and executive sponsors to drive product adoption and ensure they are leveraging the solution to achieve full business value.
Establish trusted relationships with customers, sustaining relationships through the full life cycle of the subscription ensuring their success.
Act as an extension of the customer, being a proactive advocate within Vertex and the customer to accomplish defined objectives.
Proactively grow the breadth and depth of strategic relationships within assigned customers.
Help customers calculate and monetize business value by driving quarterly reporting with customers; measuring business value, penetration, usage, and adoption.
Closely manage and nurture accounts to identify and eliminate risk of attrition.
Partner with internal stakeholders to align account activities with the customers business case and strategy.
Proactively informs customers of features, issues, resolutions that may increase customer value and loyalty.
Ensure customers are aware of and educated on new features and releases.
Monitor and identify adoption and utilization trends, provide recommendations based on risk and customers business needs.
Own the delivery of periodic customer health-checks.
Identify renewal risk(s) and partner with internal teams to recommend a solution, remediate, and ensure a successful renewal.
Ensure customer feedback is clearly captured and conveyed internally to enable ongoing improvement of products and services.
Identify areas for cross selling/up-sell opportunities to expand sales.
Participate in other projects or duties.
SUPERVISORY RESPONSIBILITIES:
N/A
KNOWLEDGE, SKILLS AND ABILITIES:
Continually seeks opportunities to increase customer satisfaction and deepen client relationships.
Excellent technical aptitude with the ability to analyze and decipher large amounts of customer data.
Excellent communication skills, including issue tracking, triaging and crisis management.
Ability to efficiently manage multiple customer projects simultaneously.
Ability to communicate with internal and external customers and all levels of management.
Understands how to communicate difficult/sensitive information tactfully.
Ability to understand and manage client expectations effectively.
Excellent verbal and interpersonal communication skills.
Proficient in Microsoft Excel and PowerPoint.
Strong ability to effectively communicate technical information to non-technical audiences.
Delivers informative, well-organized presentations.
Excellent organizational skills, with the ability to meet strict deadlines.
Must be detail-oriented and able to manage multiple projects and be customer-focused.
Ability to interpret and follow written instructions.
Experience in any of the following is helpful, Process Improvement, Decision Making, Managing
Processes, Planning, Analyzing Information and Developing Standards.
EDUCATION AND TRAINING:
Bachelor's Degree
Six (6) plus years of customersuccess, account management, or sales experience in SaaS or similar industry.
Minimum 3 years in a customer service-oriented role required.
Broad knowledge and experience in Sales and Marketing processes and systems.
Experience with Sales and Marketing technology such as Salesforce, etc.
Or equivalent combination of education and/or experience
Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.
• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough.
• Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you're unsure, ask. Demonstrate unwavering support for decisions.
COMMENTS:
The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.
Pay Transparency Statement:
US Base Salary Range: $65,400.00 - $85,100.00
Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.
In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.
Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.
*In no case will your pay fall below applicable local minimum wage requirements
.
$65.4k-85.1k yearly Auto-Apply 60d+ ago
Customer Success Mgr III
Realpage 4.7
Richardson, TX jobs
The CustomerSuccessManager engages regularly with high-value customer accounts, providing relationship management that drives value outcomes. The CustomerSuccessManager comprehensively understands their customers' business objectives and challenges.As part of their regular customer engagement, the CustomerSuccessManager will suggest best practices and RealPage offerings that will drive value and help the customer achieve their business goals.
Responsibilities
Effectively communicate with customers to understand their needs, provide timely updates, and ensure clarity on solutions and services.
Develop and deliver clear, concise, and compelling presentations, reports, and documentation to internal teams and senior leadership stakeholders to ensure alignment and transparency.
Understand customer's business goals and establish a RealPage wide customer plan that aligns RealPage work to approved joint initiatives that will drive verified outcomes for our customers.
Deeply understand the customer's business environment and identify appropriate opportunities for products/services that will drive customer's desired business outcomes.
Work with cross functional teams simultaneously, including Sales, Product, Delivery, Support, and Marketing to ensure a cohesive customer experience.
Coordinate efforts to address customer needs, share insights, and implement best practices, fostering a culture of teamwork and continuous improvement.
Drive innovation by identifying opportunities for process improvements and new solutions that enhance the customer experience.
Champion the adoption of cutting-edge tools and technologies, and contribute to the development of strategies that deliver long-term value and competitive advantage for customers.
Effectively develop and maintain strong relationships with key stakeholders, leveraging influence and negotiation skills to advocate for customer needs, drive adoption of solutions, and ensure mutual success.
Proactively address concerns, mediate conflicts, and negotiate favorable outcomes that align with both customer objectives and company goals.
Share knowledge, insights, lessons learned and answer team questions through various tools, improving overall team performance.
Demonstrates sound judgement and effective decision making.
Qualifications
Bachelor's degree or equivalent experience.
6+ years of experience in customersuccessmanagement, relationship management, account management, multi-family management or operations role with customer interactions, or business development.
Experience with providing superior customer experience that exceeds expectation.
Customer centric mindset. 3+ year experience working in or technically supporting the Property Management industry desired.
Required Knowledge/Skills/Abilities
Must be organized, have good time management skills.
Demonstrates a customer-centric mindset and has an understanding of customersuccess principles.
Experience using customer insights to identify opportunities for mutual success and drive outcomes.
Experience with customer outreach with a variety of channels including phone, email and online.
Experience with Salesforce or other comparable Customer Relationship Management systems.
Mastery of Microsoft Office products (Word, Excel, PowerPoint, Teams, Outlook, etc.)
Excellent written, verbal, presentation, and interpersonal communication skills.
Self-starter with demonstrated performance drive and execution, and proven ability to consistently meet and exceed objectives and take on more responsibility as time permits.
Ability to learn quickly, adapt to new situations. Strong problem-solving skills and effective decision-making skills.
Proven experience working in a collaborative team environment.
Demonstrated creativity, forward-thinking, and the ability to implement new ideas that enhance customer satisfaction and success.
Strong conflict resolution capabilities, works out tough agreements and settles disputes equitably, settles differences in productive ways with minimum noise.
Keeps up with industry insights and uses knowledge to guide actions.
Effectively influences and negotiates, advocating for customer needs, driving adoption of solutions, and ensuring mutual success.
Physical Demands And Working Conditions
Physically able to participate in training sessions, presentations, and meetings, as needed Ability to work extended hours as needed (may be required at times) While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must have the ability to operate a personal computer and express or exchange ideas by means of the spoken word. May be required to sit and/or stand for long periods. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. May be required to lift or move 10+ pounds.
SALARY AND BENEFITS
RealPage provides a competitive salary package along with a comprehensive benefit plan that includes:
Health, dental, and vision insurance.
Retirement savings plan with company match.
Paid time off and holidays.
Professional development opportunities.
Performance-based bonus based on position.
Compensation may vary depending on your location, qualifications including job-related education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus, and sales incentives depending on the terms of the applicable plan and role as well as individual performance.
Equal Opportunity Employer: RealPage Company is an equal opportunity employer and committed to creating an inclusive environment for all employees.
Pay Range USD $85,200.00 - USD $145,200.00 /Yr.
$85.2k-145.2k yearly Auto-Apply 7d ago
Future Opportunities - Customer Success - US
Pagerduty 3.8
Remote
PagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management. Trusted by nearly half of both the Fortune 500 and the Forbes AI 50, as well as approximately two-thirds of the Fortune 100, PagerDuty is essential for delivering always-on digital experiences to modern businesses.
Join us. At PagerDuty, you'll tackle complex problems, collaborate with kind and ambitious people, and help build a more equitable world-all in a flexible, award-winning workplace.
Interested in being considered for future CustomerSuccessManager opportunities at PagerDuty?
Connect with us here!
At PagerDuty, our CustomerSuccessManagers are trusted advisors who partner closely with our customers to help them achieve business outcomes and transform how they work in real time. We love connecting with passionate customer advocates who thrive on helping organizations unlock value, accelerate adoption, and bring innovation to life.
Our CustomerSuccess team is the heartbeat of our customer experience-empowering businesses across industries to operate efficiently, scale securely, and continually improve their customer engagement.
What We Look For
Professionals who enjoy building trusted relationships with executive and operational stakeholders, guiding them through digital and organizational change.
Those with a strong understanding of B2B SaaS environments, who can align customer goals with strategic outcomes and business value.
Collaborative thinkers comfortable engaging cross-functionally with Sales, Product, and Expert Services to deliver seamless customer experiences.
Skilled communicators who excel in consultative conversations-influencing at all levels and facilitating meaningful, outcome-driven discussions.
Individuals who can translate complex technology concepts into actionable insights-helping customers realize ROI and drive growth through data-driven decisions.
A Day in the Life of a CSM at PagerDuty
Act as a trusted advisor guiding customers through their digital transformation journey.
Build and deliver strategic adoption plans, identifying opportunities for optimization and innovation.
Lead business reviews and strategic sessions, ensuring alignment with each customer's evolving goals.
Serve as the voice of the customer, shaping internal priorities and influencing the product roadmap.
Drive collaboration across internal teams to ensure customers experience maximum value and operational success.
If you're excited about empowering organizations, driving measurable outcomes, and building lasting partnerships-let's stay connected!
Hesitant to apply?
We encourage you to submit your resume even if you don't meet every requirement. We value potential and consider each candidate's full professional story. Whether you're exploring a career change or taking your next step, we look forward to reviewing your application. If this just isn't the right role or time - sign up for job alerts!
Where we work
PagerDuty operates a hybrid work model with offices in 8 major cities: Atlanta, Lisbon, London, San Francisco, Santiago, Sydney, Tokyo, and Toronto. While we offer flexibility within our established locations, we cannot employ candidates residing in:
Location restrictions:
Australia: Northern Territory, Queensland, South Australia, Tasmania, Western Australia
Canada: Alberta, Manitoba, Newfoundland, Northwest Territories, Nunavut, PEI, Quebec, Saskatchewan, Yukon
United States: Alaska, Hawaii, Iowa, Louisiana, Mississippi, Nebraska, New Mexico, Oklahoma, Rhode Island, South Dakota, West Virginia, Wyoming
Candidates must reside in an eligible location, which vary by role.
How we work
Our values guide how we support customers, collaborate with colleagues, develop products, and foster a culture of belonging. They define not just our actions, but what it means to be Dutonian.
People Leaders at PagerDuty are responsible for creating high performance environments that drive accountability. PagerDuty has four key dimensions that define our Leadership Impact: Lead Self, Lead the Team, Lead the Business, and Lead the Future. Each dimension has three associated competencies to give leaders a shared language for guiding their development, career, promotion, and succession planning discussions. Our Manager Expectations serve as a practical guide for managers to understand their responsibilities, prioritize their efforts, and drive engagement and performance.
What we offer
As a global organization, our total rewards approach is competitive with industry standards and aligned with local laws and regulations. Learn more, including country-specific offerings, on our benefits site.
Your package may include:
Competitive salary
Comprehensive benefits package
Flexible work arrangements
Company equity*
ESPP (Employee Stock Purchase Program)*
Retirement or pension plan*
Generous paid vacation time
Paid holidays and sick leave
Dutonian Wellness Days & HibernationDuty - companywide paid days off in addition to PTO
Paid parental leave: 22 weeks for pregnant parent, 12 weeks for non-pregnant parent (some countries have longer leave standards and we comply with local laws)*
Paid volunteer time off: 20 hours per year
Company-wide hack weeks
Mental wellness programs
*Eligibility may vary by role, region, and tenure
About PagerDuty
PagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management. The PagerDuty Operations Cloud is an AI-powered platform that empowers business resilience and drives operational efficiency for enterprises. With a generative AI assistant at its core, PagerDuty empowers teams to detect and resolve issues in real time, orchestrate complex workflows, and drive continuous improvement across their digital operations. Trusted by nearly half of both the Fortune 500 and the Forbes AI 50, as well as approximately two-thirds of the Fortune 100, PagerDuty is essential for delivering always-on digital experiences to modern businesses
PagerDuty is Great Place to Work-certified™, a Fortune Best Workplace for Millennials, a Fortune Best Medium Workplace, a Fortune Best Workplace in Technology, and a top rated product on TrustRadius and G2.
Go behind-the-scenes on our careers site and @pagerduty on Instagram.
Additional Information
PagerDuty is an equal opportunity employer. PagerDuty does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, parental status, veteran status, or disability status. Your privacy is important to us. By submitting an application, you confirm that you have read and understand PagerDuty's Privacy Policy.
PagerDuty is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. Should you require accommodation, please email accommodation@pagerduty.com and we will work with you to meet your accessibility needs.
PagerDuty uses the E-Verify employment verification program.
$107k-139k yearly est. Auto-Apply 12d ago
Senior Customer Success Manager II - Enterprise
Toast 4.6
Virginia jobs
Toast is driven by building the restaurant platform that helps restaurants adapt, take control, and get back to what they do best: building the businesses they love. Bready* to make a change? As a Senior CustomerSuccessManager, Toast's way of saying an "Account Manager", you serve as the customer's main point of contact, trusted advisor, and drive a wide variety of customer driven initiatives. You are a strong relationship builder, understand a customer's goals and priorities, and translate them into strategic recommendations that will drive a high level of product adoption, satisfaction, referrals, and customer retention. To thrive as a CustomerSuccessManager at Toast, you are flexible, a customer champion, and excel in ambiguous environments!
The Enterprise (ENT) segment operates in a highly cross-functional role responsible for a regionally based book of business, ranging from 500+ locations. As a CustomerSuccessManager, you wear many different hats at once and support one overarching goal to keep customers happy and grow their annual recurring revenue (ARR).
About this roll* (Responsibilities)
* This role is expected to conduct 3-4 onsite customer visits per month within the DMV region.
* Own the customer relationship end-to-end from planning stages prior to the roll out, through expansion of the account by proactively identifying gaps, building alignment across stakeholders, and architecting success strategies
* Operate with high autonomy to define, build, and iterate processes that drive adoption, retention, and growth across complex, multi-location enterprise customers.
* Drive results through disciplined project management, ensuring accountability across internal and customer teams, tracking milestones via shared G-Suite systems, and adapting quickly to changing priorities.
* Leverage strategic relationship management to build multi-threaded connections with customer executives and Toast leadership, enabling long-term partnerships and advocacy.
* Act as a builder and operator, constantly improving internal playbooks, workflows, and tooling to scale enterprise success motions as Toast continues to grow.
* Cross functional management: Coordinate across internal teams to help our customers solve their challenges and identify scalable solutions for sales and profitability growth
Do you have the right ingredients*? (Requirements)
* 8+ years account management experience
* Mid-Market or Enterprise customermanagement experience
* Strong leadership, teamwork, and cross-departmental collaboration skills
* Strong communication and presentation skills that meet the expectations of corporate teams and C-suite executives.
* Success operating independently and navigating competing priorities in a constantly changing environment
* Working knowledge of Property Management Systems (PMS) used in hospitality environments (e.g., Opera Cloud, OnQ, Pep, Lightspeed, Stay), with the ability to quickly adapt to new platforms.
* General technical proficiency using software
* Proven track record of success in meeting and exceeding goals
* Excellent communication, organizational, and influencing skills
Special Sauce* (Non-essential Skills/Nice to Haves)
* Strong understanding of POS systems, integrations, and Hotel F&B + guest services operations workflows
* Experience providing technology or SaaS solutions to a client base
* Experience managingcustomers in Mid-Market, Top SMB, or Enterprise segments
* Experience with Salesforce CRM, MS Office, G-Suite, and Slack
AI at Toast
At Toast, one of our company values is that we're hungry to build and learn. We believe learning new AI tools empowers us to build for our customers faster, more independently, and with higher quality. We provide these tools across all disciplines, from Engineering and Product to Sales and Support, and are inspired by how our Toasters are already driving real value with them. The people who thrive here are those who embrace changes that let us build more for our customers; it's a core part of our culture.
Our Total Rewards Philosophy
We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters' changing needs. Learn more about our benefits at ********************************************
* Bread puns encouraged but not required
The starting pay rate for this role is below. Please note, there is not a range for this role, the number listed below is the rate.
Pay Rate
$114,000-$114,000 USD
Diversity, Equity, and Inclusion is Baked into our Recipe for Success
At Toast, our employees are our secret ingredient-when they thrive, we thrive. The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences.
We Thrive Together
We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: *********************************************
Apply today!
Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact candidateaccommodations@toasttab.com.
* -----
For roles in the United States, it is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$114k-114k yearly 15d ago
(Philadelphia, PA) Customer Success Manager II, SMB - Dedicated
Toast 4.6
Philadelphia, PA jobs
Toast is driven by building the restaurant platform that helps restaurants adapt, take control, and get back to what they do best: building the businesses they love.
Bready
* to make a change?
As a CustomerSuccessManager, Toast's way of saying an “Account Manager”, you serve as the customer's main point of contact, trusted advisor, and drive a wide variety of customer driven initiatives. You are a strong relationship builder, understand a customer's goals and priorities, and translate them into strategic recommendations that will drive a high level of product adoption, satisfaction, referrals and customer retention.
The SMB CSS team operates in a highly cross-functional role responsible for a regionally based book of business of our most influential & highest revenue SMB customers. These CSMs will be located in specific geographic regions. They will be hyper-focused on helping customers navigate Toast early in their customer journey.
This is not your average CSM or Account Management team; in joining this team, you will be part of building a scaled CustomerSuccess model. Composed of multiple teams, the Scaled CS team is evolving to better the customer experience. We are seeking an individual who is flexible, adaptable, and motivated by change.
About this
roll
* (Responsibilities)
Work closely with cross-functional partners in New Business Sales, Onboarding and Growth Sales Leadership to ensure proper alignment on pursuing opportunities for revenue growth
Work closely with cross-functional partners in Product, BizOps, Care, Education and Professional Services to drive the highest levels of customersuccess throughout the customer journey
Build relationships and trust with customers through thoughtful attention and advocacy to drive the customer flywheel and increase referral opportunities
Retain & grow SaaS revenue through consultative engagements and new product recommendations tailored to the specific needs of each customer
Drive activation and adoption across Toast product suite by leveraging internal tools & resources to analyze product usage, demonstrate value & facilitate trainings
Confidently navigate all Toast POS modules & have a working knowledge of our partner landscape
Leverage Toast product knowledge to facilitate customer demos, troubleshoot basic functions of the POS and ensure the customer is getting the most out of Toast
Ask discovery questions to uncover growth opportunities, referrals and location expansion
Actively look for opportunities to operate at scale, including collaborating with cross-functional partners
Up to 10% travel locally for customer site visits with activities ranging from pre-live meet & greets to post-live technical consultations (This is dependent on proximity and availability of customers)
Do you have the right
ingredients*
? (Requirements)
Must be located in Philadelphia, PA
2+ years of Account Management, Sales or equivalent experience, responsible for customer satisfaction and business operations
Success operating independently and navigating competing priorities in a constantly changing environment
High technical aptitude allowing for quick learning and adoption of technical concepts and language
Proven track record of success in meeting and exceeding goals
Excellent communication, organizational, and influencing skills
Flexibility & adaptability
Problem solving mindset, ability to think critically
Special Sauce* (Non-essential Skills/Nice to Haves)
1+ years of experience using a POS (Point of Sale) software, ideally in the service or industry
Experience working in the tech industry or for a SAAS company
Experience with Salesforce CRM, MS Office, G-Suite, and Slack
Our
Spread*
of Total Rewards
We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters' changing needs. Learn more about our benefits at ********************************************
*Bread puns encouraged but not required
#LI-DNI
The starting pay rate for this role is below. Please note, there is not a range for this role, the number listed below is the rate.Pay Rate$82,000-$82,000 USD
Diversity, Equity, and Inclusion is Baked into our Recipe for Success
At Toast, our employees are our secret ingredient-when they thrive, we thrive. The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences.
We Thrive Together
We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: *********************************************
Apply today!
Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact candidateaccommodations@toasttab.com.
------
For roles in the United States, it is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$82k-82k yearly Auto-Apply 4d ago
(Philadelphia, PA) Customer Success Manager II, SMB - Dedicated
Toast 4.6
Philadelphia, PA jobs
Toast is driven by building the restaurant platform that helps restaurants adapt, take control, and get back to what they do best: building the businesses they love. Bready* to make a change? As a CustomerSuccessManager, Toast's way of saying an "Account Manager", you serve as the customer's main point of contact, trusted advisor, and drive a wide variety of customer driven initiatives. You are a strong relationship builder, understand a customer's goals and priorities, and translate them into strategic recommendations that will drive a high level of product adoption, satisfaction, referrals and customer retention.
The SMB CSS team operates in a highly cross-functional role responsible for a regionally based book of business of our most influential & highest revenue SMB customers. These CSMs will be located in specific geographic regions. They will be hyper-focused on helping customers navigate Toast early in their customer journey.
This is not your average CSM or Account Management team; in joining this team, you will be part of building a scaled CustomerSuccess model. Composed of multiple teams, the Scaled CS team is evolving to better the customer experience. We are seeking an individual who is flexible, adaptable, and motivated by change.
About this roll* (Responsibilities)
* Work closely with cross-functional partners in New Business Sales, Onboarding and Growth Sales Leadership to ensure proper alignment on pursuing opportunities for revenue growth
* Work closely with cross-functional partners in Product, BizOps, Care, Education and Professional Services to drive the highest levels of customersuccess throughout the customer journey
* Build relationships and trust with customers through thoughtful attention and advocacy to drive the customer flywheel and increase referral opportunities
* Retain & grow SaaS revenue through consultative engagements and new product recommendations tailored to the specific needs of each customer
* Drive activation and adoption across Toast product suite by leveraging internal tools & resources to analyze product usage, demonstrate value & facilitate trainings
* Confidently navigate all Toast POS modules & have a working knowledge of our partner landscape
* Leverage Toast product knowledge to facilitate customer demos, troubleshoot basic functions of the POS and ensure the customer is getting the most out of Toast
* Ask discovery questions to uncover growth opportunities, referrals and location expansion
* Actively look for opportunities to operate at scale, including collaborating with cross-functional partners
* Up to 10% travel locally for customer site visits with activities ranging from pre-live meet & greets to post-live technical consultations (This is dependent on proximity and availability of customers)
Do you have the right ingredients*? (Requirements)
* Must be located in Philadelphia, PA
2+ years of Account Management, Sales or equivalent experience, responsible for customer satisfaction and business operations
* Success operating independently and navigating competing priorities in a constantly changing environment
* High technical aptitude allowing for quick learning and adoption of technical concepts and language
* Proven track record of success in meeting and exceeding goals
* Excellent communication, organizational, and influencing skills
* Flexibility & adaptability
* Problem solving mindset, ability to think critically
Special Sauce* (Non-essential Skills/Nice to Haves)
* 1+ years of experience using a POS (Point of Sale) software, ideally in the service or industry
* Experience working in the tech industry or for a SAAS company
* Experience with Salesforce CRM, MS Office, G-Suite, and Slack
Our Spread* of Total Rewards
We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters' changing needs. Learn more about our benefits at ********************************************
* Bread puns encouraged but not required
#LI-DNI
The starting pay rate for this role is below. Please note, there is not a range for this role, the number listed below is the rate.
Pay Rate
$82,000-$82,000 USD
Diversity, Equity, and Inclusion is Baked into our Recipe for Success
At Toast, our employees are our secret ingredient-when they thrive, we thrive. The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences.
We Thrive Together
We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: *********************************************
Apply today!
Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact candidateaccommodations@toasttab.com.
* -----
For roles in the United States, it is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$82k-82k yearly 27d ago
Customer Success Manager
Agilysys 4.6
Alpharetta, GA jobs
This is an in-office position working out of either the Agilysys Alpharetta or Las Vegas offices. Local candidates only.
Agilysys (NASDAQ: AGYS) is a SaaS technology leader transforming the hospitality industry. Our cloud-based platform powers leading hotels, resorts, casinos, and restaurants - helping them deliver seamless operations and unforgettable guest experiences. We're a team of innovators and problem-solvers bringing the art of hospitality into the digital age through technology that connects people, simplifies complexity, and drives smarter decisions. Headquartered in Alpharetta, GA, with offices across North America, APAC and EMEA, we're shaping the future of hospitality tech. For more information, visit ****************
Position Overview
We are seeking a proactive and strategic CustomerSuccessManager (CSM) to support and grow our customer relationships across the North America, Europe and Middle East regions. As a key liaison between our customers and internal teams, you will ensure customers derive maximum value from our solutions, drive product adoption, champion voice of customer, and identify opportunities for expansion. You will play a critical role in delivering an exceptional customer experience and fostering long-term partnerships.
How You'll Make an Impact:
Product Adoption & Retention:
Develop and maintain strong relationships with assigned customers, business users and key influencers to ensure the highest level of customer satisfaction, product adoption and account reference-ability.
Collaborate with the onboarding team to ensure a successful and seamless transition of new customers post-go live.
Collaborate with the sales team to help identify and drive upsells opportunities for new products, licenses and partner integrations.
Operate with a zero-churn mindset by proactively soliciting and monitoring customer satisfaction, product usage and adoption to mitigate potential churn risk at all times.
Proactively follow-up on customer feedback and CSATs by ensuring all internal stakeholders are aware and appropriate remediations are put in place when required.
Partner with the sales team on market opportunities by providing insight on account health, satisfaction, usage and adoption.
Partner with the finance team on customer billing and assist with any collection issues to avoid account deactivations.
Relationship Strength & Depth, NPS:
Ensure any unique feature requests and/or custom delivery projects and commitments are appropriately identified, understood and carried through with the internal stakeholders needed to deliver on time and with the desired results.
Support internal stakeholders with customer communication, product updates, scheduling meetings, documenting business requirements, feature requests and satisfaction surveys.
Update and keep current all relevant customer contact information, meeting notes, emails and communications in Salesforce.
Assist in any other tasks and projects as assigned.
What You'll Do:
Customer Relationship Management:
Build and maintain strong, long-lasting relationships with customers across multiple countries in North America, Europe and the Middle East.
Retention & Renewals:
Monitor customer health metrics and engagement levels to drive satisfaction, reduce churn, and support contract renewals process.
Upsell & Expansion:
Identify growth opportunities within existing accounts and partner with sales to drive upsell initiatives.
Voice of the Customer:
Serve as the voice of customers by providing feedback to product, marketing, and support teams, helping influence product roadmap and strategy for the region.
Cross-Functional Collaboration:
Work closely with Sales, Product, Marketing, and Support teams to align customer goals and deliver a cohesive experience.
Qualifications
5+ years of experience in managingcustomer relationships preferably in B2B software / SaaS
Must have knowledge and direct experience within luxury hotel, spa or wellness business in an operations/customer facing role
Experience using Book4time, Agilysys Spa, Agilysys Golf, and/or Agilysys Membership is preferred
Ability to support luxury hotel chains with standardized processes across accounts
Self-motivated, proactive, and able to thrive in a fast-paced environment
Excellent verbal and written communication skills - ability to articulate complex topics, issues and resolutions both orally and in writing
Must have strong business acumen, problem solving, multi-tasking and analytical skills
Flexibility in working outside normal business hours (where required) to meet with customers.
Excellent presentation skills, both online and in person
Proficiency across multiple platforms including Salesforce, Zendesk, Pendo, MS Office Suite would be considered an asset.
Pay Transparency
Base Salary Range: $80,000 - $90,000
The pay range above is the general base pay range for a successful candidate in the role. The successful candidate's actual pay will be based on various factors, such as work location, qualifications, and experience; the actual starting pay will vary within this range.
Equal Opportunity Employer
Agilysys is an equal opportunity employer. In compliance with Federal and State EEO laws, qualified applicants are considered for all positions without regards to race, color, gender, religion, national origin, ancestry, place of birth, age, marital status, sexual orientation, disability, or veteran status.
$80k-90k yearly Auto-Apply 3d ago
Customer Success Manager
Ipipeline 4.4
Wayne, PA jobs
As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry's largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience - from proposal to commission- so they can help better secure the financial futures of their clients.
At iPipeline, you'll play a major role in helping us to provide best-in-class, transformative solutions. We're passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.
We're proud that we've been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we've built for our nearly 900 employees around the word is exceptional -- and we've created a place where our employees love to come to work, every single day.
Come join our team!
About iPipeline
Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500 , and Fortune 1000 indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry's largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows - from quote to commission - with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.
iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status
.
We are committed to building a supportive and inclusive environment for all employees.
This is an office-based position.
Responsibilities
The CustomerSuccessManager handles high-value or complex customer accounts, providing strategic guidance and solutions to enhance customersuccess. This role requires strong customer-facing and leadership skills and the ability to create tailored strategies to improve customer outcomes.
Customer Relationship Management: Design and execute account segmentation and tracking strategies in CRM tools to support complex success workflows. Train team members on CRM best practices and optimization strategies.
Account Ownership & Lifecycle Management: Manage high-value or complex customer accounts, creating tailored success plans aligned to business goals. Drive strategic engagements, renewal planning, and account expansion.
Customer Advocacy & Retention: Anticipate customer challenges and proactively mitigate risks to long-term retention. Serve as a strategic advisor, helping customers maximize ROI and align with industry best practices.
Cross-Functional Collaboration: Lead collaboration across Sales, Marketing, Product, and Support for high-impact accounts. Contribute to cross-functional planning for product adoption, account strategy, and customer communications.
Process Improvement & Data Use: Use data to identify at-risk customers and develop targeted engagement plans. Propose enhancements to tools, playbooks, and lifecycle strategies based on analysis and feedback.
Customer Relationship Management (CRM): Advanced proficiency in using CRM systems to manage complex customer journeys, segment accounts by risk or opportunity, monitor health scores, and identify trends that inform tailored customersuccess strategies.
Escalation Management: Ability to create and execute long-term account strategies to drive customersuccess.
Analytical Skills: Proficiency in analyzing customer data and making data-driven decisions.
Communication: Advanced communication and negotiation skills. Skilled at managingcustomer expectations. Has handled difficult customers or situations and demonstrated resolutions.
Solution Expertise: Deep solution expertise. In-depth knowledge of customer business models and how the company's services and/or products support them.
Cross-Functional Collaboration: Proficient in working with product, sales, and operations teams to meet customer needs.
Qualifications
Typically requires 6+ years of experience in customersuccess or account management roles.
Benefits
We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program - all in a creative, fast-growing, and innovative company.
$71k-115k yearly est. Auto-Apply 40d ago
Customer Engagement Manager
Intralinks 4.7
Day, NY jobs
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Customer Engagement Manager
Locations: New York
Get To Know Us:
SS&C Intralinks is a global technology provider of inter-enterprise content management and collaboration solutions. Its products serve the enterprise collaboration and strategic transaction markets, enabling the exchange, control, and management of information between organizations.
About the Team:
The CEM is an integral role within the global Deal Services organization, nested within the larger Global Technical Sales organization. Within their responsible region, the CEM will define Deal Service solutions based on the client's business needs. The CEM will also work closely with core stakeholders within Field Sales, Sales Engineers, CustomerSuccess and Legal. Additionally, the CEM will have a cadence and work closely with our Marketing, PMO, SOC, Tech Ops, Finance/Billing and Product Management organizations.
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Interface with advisors, corporates and other business stakeholders on the discovery, scoping and sale of our Deal Services offerings
Understand client business needs, gather requirements and recommend best practices through direct client interaction
Work closely with cross-functional teams to assemble services that meet the client's needs
Prepare cost and timeline estimates, and set client expectations
Manager opportunities and pipeline
Communicate requirements and handover deals to the Deal Service delivery team for execution
Drive sales initiatives across the Field Sales organization to drive overall Deal Services performance
What You Will Bring:
Bachelors in business management or other related fields
3+ years of experience in a Sales-type role.
Experience working with cross-functional teams including Customer Service, Product Management, Field Sales, Pre-sales, Legal, Marketing, and Finance.
Demonstrated ability to think strategically about business, product, and technical challenges, with the ability to build and convey compelling value propositions.
Strong organizational skills, with the ability to work on multiple opportunities with multiple deadlines.
Excellent listening, oral, and written communication skills.
Self-starter with the ability to work independently and manage priorities.
Ability to work under pressure in a fast-paced environment and think outside the box.
Interface with customers, colleagues, management, and project stakeholders, as needed, to ensure overall project success.
Optimally, has a balanced combination of large corporate and small, entrepreneurial company backgrounds.
Detail and goal oriented.
Understands financial markets (e.g. M&A, Corporate, Loans, Asset Management, Private Equity, etc.)
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************
#LI-JP1
#CA-JP
#LI-Intralinks
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.NY: Salary range for the position: $75,000 plus commissions USD to $85,000 plus commissions - On Target earnings $120,000 - $135,000 USD.
Trianz is a leading-edge technology platforms and services company that accelerates digital transformations at Fortune 100 and emerging companies worldwide in data & analytics, digital experiences, cloud infrastructure, and security. The company has developed a disruptive “IP Led Transformations” vision, strategy, and business model over the past 3 years. Some of the company's IP was recently acquired by AWS and its overall business model has taken off sharply in 2024.
Trianz is led by Sri Manchala, a former special forces officer from the Indian army and author of Crossing the Digital Faultline | Trianz, and a team of veterans from well-known firms such as Deloitte, HCL, KPMG, Wipro, Microsoft, TATA, AWS, GE, etc.
About Trianz
Trianz believes that companies around the world face three challenges in their digital transformation journeys - shrinking ‘time to transform' due to competition & AI, lack of digital-ready talent, and uncertain economic conditions. To help clients leapfrog over these challenges, Trianz has built IP and platforms that have transformed the adoption of the cloud, data, analytics & insights AI.
Specifically, the following Trianz platforms are changing the way companies approach transformations in various disciplines:
Concierto: A fully automated platform to Migrate, Manage, and Maximize the multi & hybrid cloud. A zero code and SaaS platform, Concierto allows teams to migrate to AWS, Azure and GCP and manage them efficiently from a single pane of glass. Visit ******************* for more information.
Concierto Insights & Agentic AI: is a Data to AI SaaS platform designed to drive data-led transformation at lightning speed. Through conversational AI, organizations seamlessly engage with all their data, unlocking real-time insights, and uncovering hidden opportunities and risks-all within one powerful platform. Visit **************** to know more.
Pulse: Recognizing that workforces will be distributed, mobile, and fluid, Trianz has built a ‘future of work' digital workplace platform called Pulse. Visit ********************
Since the market launch of this strategy in mid-2023, Trianz has experienced enormous growth, success and recognition.
Some of Trianz' built IP in data and analytics was acquired by Amazon. Since then, Trianz has been made an engineering partner of Amazon for building/supporting connected ecosystems across multiple AWS platforms.
Most recently, Trianz and AWS have signed a strategic collaboration agreement within which the two companies will work on joint roadmaps/solutions for the cloud; AWS will buy Trianz | Concierto in bulk for AWS partners to use for migrations; AWS will also recommend Concierto to their MSPs and finally, AWS Professional Services and Trianz have signed an agreement for joint solutioning and customer delivery. Read more: Trianz enters into a Strategic Collaboration Agreement with AWS to Revolutionize Cloud Adoption and Management (yahoo.com)
Given all this, Trianz is experiencing a significant demand for its SW platforms and consequent growth. To support this growth, Trianz has recently raised private equity capital to scale the company over the next several years (Trianz Announces Strategic Growth Capital Investment by Capital Square Partners (prnewswire.com). It is now bolstering its senior and mid-level leadership with top talent across GTM, Engineering, Services, and Partnership organizations. We are seeking leaders driven by our purpose - to help customers accelerate digital transformations and build the next generation software and services organization.
Role:
Customer Engagement Manager - Cloud Migration & Portfolio Management
Employment Type:
Contract duration - 12 months with the possibility of extending further
Work location:
Initially at Trianz office in Herndon, VA until assigned to a customer engagement. Later, must be flexible to relocate anywhere in the U.S. based on client deployment.
Work mode:
Hybrid - 3 to 4 days per week in the Trianz VA office initially. Post customer assignment, the work model will depend on client expectations.
About the Role
We are seeking a Customer Engagement Manager a strategic mid-leadership role responsible for orchestrating enterprise-level cloud migration initiatives across multiple projects and strategic customer accounts. The ideal candidate will oversee comprehensive migration planning, coordinate cross-functional teams, and align technical solutions with business objectives. This position requires strong project management expertise, balanced technical understanding, and exceptional stakeholder management skills to deliver successful cloud transformation outcomes. The role involves managing migration portfolios, developing standardized approaches, and ensuring projects are delivered on time, within budget, and to quality standards-all while maintaining a focus on the client's long-term business goals and digital transformation journey.
What You'll Be Doing:
Portfolio and Program Management:
Manage multiple migration projects simultaneously across strategic customer accounts
Develop portfolio-level roadmaps and migration strategies
Balance resources effectively across multiple concurrent migration initiatives
Implement/Build standardized processes and templates to ensure consistency across the portfolio
Strategic Advisory:
Provide consultative guidance to clients on modernization strategies and cloud adoption frameworks
Align cloud migration initiatives with clients' business goals and digital transformation objectives
Develop business cases and ROI models for cloud migration at enterprise scale
Identify opportunities for innovation and continuous improvement across client engagements
Experience developing long-term roadmaps for enterprise cloud adoption
Proven track record of identifying cross-project dependencies and critical paths
Ability to anticipate and mitigate risks at both project and portfolio levels
Technical Leadership:
Collaborate with technical teams to understand application landscapes and dependencies
Contribute to migration approach discussions, bridging business requirements with technical solutions
Support architects in developing practical migration patterns that can be applied across projects
Maintain awareness of relevant cloud technologies and migration best practices to facilitate informed decision-making
Help translate technical concepts into business terms for effective stakeholder communication
Technical Acumen:
Familiarity with application portfolio assessment and rationalization tools
Understanding of cloud economics and FinOps principles
Knowledge of enterprise architecture frameworks (TOGAF, Zachman)
Familiarity with containerization, microservices architecture, and serverless computing
Analytical Skills:
Strong data analysis abilities to evaluate application portfolios and prioritize migration waves
Experience using quantitative methods to assess migration complexity and effort
Ability to create decision matrices for migration strategy selection
Proficiency in developing business cases with TCO/ROI calculations
Why Join Us:
Be part of a rapidly rising, global technology innovator whose platforms and services are engaged by Fortune 1000 companies and industry leaders such as Microsoft & Amazon.
Immerse yourself in a culture where creativity is celebrated and encouraged.
Engage in thrilling projects and opportunities for your professional growth.
Contribute to our quest to redefine the industry.
Competitive compensation and benefits with occasional ‘distinctive benefits' that set us apart.
Who you are:
14-16 years of experience with 7+ years of Program management
14 plus years of IT Infrastructure experience
Experience in managing large-scale cloud migration projects.
Knowledge of IT infrastructure, networking, and security principles.
Experience with Migration, Modernize and DevOps practices and tools.
Familiarity with compliance and regulatory requirements related to cloud computing
Minimum of 7 years of experience in project management, with a focus on cloud computing and migration projects.
Extreme familiarity with Cloud Adoption framework and Well Architected Framework
Strong analytical skills, business-focused and passionate about the customer experience.
Must be able to work in a dynamic work environment.
Excellent communication skills, resourcefulness, and ingenuity in solving problems.
Ability to work with minimal supervision while managing a variety of responsibilities.
Technical Skills: Proficiency with cloud platforms (e.g., AWS, Azure, cloud architecture, and cloud services.
Project Management Skills: Proficiency in project management tools (e.g., MS Project, Jira, Trello) and methodologies (e.g., Agile, Waterfall).
Certifications: PgMP and/or PMP. AWS Solutions Architect (Pro/Associate), Preferred - Azure Solutions Architect, or GCP Professional Cloud Architect
Education:
Bachelor's degree in Computer Science, Electrical Engineering, or related field.
Trianz is growing at a faster pace than the industry for the last five years. Read through some of the key industry recognitions we have received for our innovative execution and strategic client initiatives here.
Equal Employment Opportunity
Trianz is an Equal Opportunity Employer and does not discriminate based on race, color, creed, national or ethnic origin, gender, religion, disability, age, political affiliation or belief, special needs veteran, veteran of the Vietnam Era, or citizenship status (except in those special circumstances permitted or mandated by law). We comply with all state and federal laws and regulations protecting employees and applicants against illegal discrimination, retaliation, and harassment. Our policy is available upon request. We consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Trianz participates in the E-Verify program in certain locations, as required by law. We are committed to providing reasonable accommodation for all qualified individuals with a disability or other reasons protected by applicable laws. If you require assistance or accommodation due to a disability or special needs to search for a job opening or apply, please email [email protected] with your request and contact information.
Trianz Privacy Notice
Trianz respects your privacy and wants to ensure we comply with applicable Data Privacy Regulations as per local regulator laws. Please review our privacy policy at **************************************** for more.
Trianz is a leading-edge technology platforms and services company that accelerates digital transformations at Fortune 100 and emerging companies worldwide in data & analytics, digital experiences, cloud infrastructure, and security. The company has developed a disruptive "IP Led Transformations" vision, strategy, and business model over the past 3 years. Some of the company's IP was recently acquired by AWS and its overall business model has taken off sharply in 2024.
Trianz is led by Sri Manchala, a former special forces officer from the Indian army and author of Crossing the Digital Faultline | Trianz, and a team of veterans from well-known firms such as Deloitte, HCL, KPMG, Wipro, Microsoft, TATA, AWS, GE, etc.
About Trianz
Trianz believes that companies around the world face three challenges in their digital transformation journeys - shrinking 'time to transform' due to competition & AI, lack of digital-ready talent, and uncertain economic conditions. To help clients leapfrog over these challenges, Trianz has built IP and platforms that have transformed the adoption of the cloud, data, analytics & insights AI.
Specifically, the following Trianz platforms are changing the way companies approach transformations in various disciplines:
* Concierto: A fully automated platform to Migrate, Manage, and Maximize the multi & hybrid cloud. A zero code and SaaS platform, Concierto allows teams to migrate to AWS, Azure and GCP and manage them efficiently from a single pane of glass. Visit ******************* for more information.
* Concierto Insights & Agentic AI: is a Data to AI SaaS platform designed to drive data-led transformation at lightning speed. Through conversational AI, organizations seamlessly engage with all their data, unlocking real-time insights, and uncovering hidden opportunities and risks-all within one powerful platform. Visit **************** to know more.
* Pulse: Recognizing that workforces will be distributed, mobile, and fluid, Trianz has built a 'future of work' digital workplace platform called Pulse. Visit ********************
Since the market launch of this strategy in mid-2023, Trianz has experienced enormous growth, success and recognition.
* Some of Trianz' built IP in data and analytics was acquired by Amazon. Since then, Trianz has been made an engineering partner of Amazon for building/supporting connected ecosystems across multiple AWS platforms.
* Most recently, Trianz and AWS have signed a strategic collaboration agreement within which the two companies will work on joint roadmaps/solutions for the cloud; AWS will buy Trianz | Concierto in bulk for AWS partners to use for migrations; AWS will also recommend Concierto to their MSPs and finally, AWS Professional Services and Trianz have signed an agreement for joint solutioning and customer delivery. Read more: Trianz enters into a Strategic Collaboration Agreement with AWS to Revolutionize Cloud Adoption and Management (yahoo.com)
Given all this, Trianz is experiencing a significant demand for its SW platforms and consequent growth. To support this growth, Trianz has recently raised private equity capital to scale the company over the next several years (Trianz Announces Strategic Growth Capital Investment by Capital Square Partners (prnewswire.com). It is now bolstering its senior and mid-level leadership with top talent across GTM, Engineering, Services, and Partnership organizations. We are seeking leaders driven by our purpose - to help customers accelerate digital transformations and build the next generation software and services organization.
Role:
Customer Engagement Manager - Cloud Migration & Portfolio Management
Employment Type:
Contract duration - 12 months with the possibility of extending further
Work location:
Initially at Trianz office in Herndon, VA until assigned to a customer engagement. Later, must be flexible to relocate anywhere in the U.S. based on client deployment.
Work mode:
Hybrid - 3 to 4 days per week in the Trianz VA office initially. Post customer assignment, the work model will depend on client expectations.
About the Role
We are seeking a Customer Engagement Manager a strategic mid-leadership role responsible for orchestrating enterprise-level cloud migration initiatives across multiple projects and strategic customer accounts. The ideal candidate will oversee comprehensive migration planning, coordinate cross-functional teams, and align technical solutions with business objectives. This position requires strong project management expertise, balanced technical understanding, and exceptional stakeholder management skills to deliver successful cloud transformation outcomes. The role involves managing migration portfolios, developing standardized approaches, and ensuring projects are delivered on time, within budget, and to quality standards-all while maintaining a focus on the client's long-term business goals and digital transformation journey.
What You'll Be Doing:
* Portfolio and Program Management:
* Manage multiple migration projects simultaneously across strategic customer accounts
* Develop portfolio-level roadmaps and migration strategies
* Balance resources effectively across multiple concurrent migration initiatives
* Implement/Build standardized processes and templates to ensure consistency across the portfolio
* Strategic Advisory:
* Provide consultative guidance to clients on modernization strategies and cloud adoption frameworks
* Align cloud migration initiatives with clients' business goals and digital transformation objectives
* Develop business cases and ROI models for cloud migration at enterprise scale
* Identify opportunities for innovation and continuous improvement across client engagements
* Experience developing long-term roadmaps for enterprise cloud adoption
* Proven track record of identifying cross-project dependencies and critical paths
* Ability to anticipate and mitigate risks at both project and portfolio levels
* Technical Leadership:
* Collaborate with technical teams to understand application landscapes and dependencies
* Contribute to migration approach discussions, bridging business requirements with technical solutions
* Support architects in developing practical migration patterns that can be applied across projects
* Maintain awareness of relevant cloud technologies and migration best practices to facilitate informed decision-making
* Help translate technical concepts into business terms for effective stakeholder communication
* Technical Acumen:
* Familiarity with application portfolio assessment and rationalization tools
* Understanding of cloud economics and FinOps principles
* Knowledge of enterprise architecture frameworks (TOGAF, Zachman)
* Familiarity with containerization, microservices architecture, and serverless computing
* Analytical Skills:
* Strong data analysis abilities to evaluate application portfolios and prioritize migration waves
* Experience using quantitative methods to assess migration complexity and effort
* Ability to create decision matrices for migration strategy selection
* Proficiency in developing business cases with TCO/ROI calculations
Why Join Us:
* Be part of a rapidly rising, global technology innovator whose platforms and services are engaged by Fortune 1000 companies and industry leaders such as Microsoft & Amazon.
* Immerse yourself in a culture where creativity is celebrated and encouraged.
* Engage in thrilling projects and opportunities for your professional growth.
* Contribute to our quest to redefine the industry.
* Competitive compensation and benefits with occasional 'distinctive benefits' that set us apart.
Who you are:
* 14-16 years of experience with 7+ years of Program management
* 14 plus years of IT Infrastructure experience
* Experience in managing large-scale cloud migration projects.
* Knowledge of IT infrastructure, networking, and security principles.
* Experience with Migration, Modernize and DevOps practices and tools.
* Familiarity with compliance and regulatory requirements related to cloud computing
* Minimum of 7 years of experience in project management, with a focus on cloud computing and migration projects.
* Extreme familiarity with Cloud Adoption framework and Well Architected Framework
* Strong analytical skills, business-focused and passionate about the customer experience.
* Must be able to work in a dynamic work environment.
* Excellent communication skills, resourcefulness, and ingenuity in solving problems.
* Ability to work with minimal supervision while managing a variety of responsibilities.
* Technical Skills: Proficiency with cloud platforms (e.g., AWS, Azure, cloud architecture, and cloud services.
* Project Management Skills: Proficiency in project management tools (e.g., MS Project, Jira, Trello) and methodologies (e.g., Agile, Waterfall).
* Certifications: PgMP and/or PMP. AWS Solutions Architect (Pro/Associate), Preferred - Azure Solutions Architect, or GCP Professional Cloud Architect
Education:
* Bachelor's degree in Computer Science, Electrical Engineering, or related field.
Trianz is growing at a faster pace than the industry for the last five years. Read through some of the key industry recognitions we have received for our innovative execution and strategic client initiatives here.
Equal Employment Opportunity
Trianz is an Equal Opportunity Employer and does not discriminate based on race, color, creed, national or ethnic origin, gender, religion, disability, age, political affiliation or belief, special needs veteran, veteran of the Vietnam Era, or citizenship status (except in those special circumstances permitted or mandated by law). We comply with all state and federal laws and regulations protecting employees and applicants against illegal discrimination, retaliation, and harassment. Our policy is available upon request. We consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Trianz participates in the E-Verify program in certain locations, as required by law. We are committed to providing reasonable accommodation for all qualified individuals with a disability or other reasons protected by applicable laws. If you require assistance or accommodation due to a disability or special needs to search for a job opening or apply, please email ************************ with your request and contact information.
Trianz Privacy Notice
Trianz respects your privacy and wants to ensure we comply with applicable Data Privacy Regulations as per local regulator laws. Please review our privacy policy at **************************************** for more.