Customer success manager jobs in Milpitas, CA - 1,701 jobs

A leading tech company in San Francisco seeks a Senior Customer Success Manager. The role involves driving customer success through strong relationship management and technical guidance on cloud solutions. Candidates should have a strong background in customer success within technology and excellent interpersonal skills. This full-time position offers competitive pay and numerous benefits, including stock options and health insurance. #J-18808-Ljbffr

Hover is making the homeowner journey easy, transparent and fun. Starting with the home improvement industry, we're answering age‑old questions like, “What is it going to look like?” and “What is it going to cost?”, by helping homeowners and pros visualize what's possible with Artificial Intelligence (AI) and interactive 3D property models. Homeowners, contractors, and insurance professionals all use Hover to get fully measured, accurate, and interactive models of any property-in a matter of minutes, and with just a few snaps of a smartphone camera. Join a team that is rooted in challenging the status quo, persistence, and dedicated to serving our employees, customers, and communities. With key investors, including Google Ventures and Menlo Ventures and leading insurance carriers such as Travelers, State Farm, and Nationwide, Hover is committed to changing the world, one home at a time. At Hover, we believe there is strength in diversity and are fostering an inclusive and diverse culture by hiring qualified, talented people from a wide variety of backgrounds. About the position As an Account Manager at Hover, your responsibilities will be primarily focused on growing and strengthening relationships with Hover's enterprise Insurance partners. As the team attracts new insurance partnerships, you will manage growth within the account and develop strong relationships with key stakeholders across various business, training, and project management teams. In this role, you will be responsible for running pilot programs, developing and executing enablement plans to successfully roll out Hover's solution within new accounts, answering customer requests, identifying growth opportunities within the account and managing customer contract renewals. You will also work closely as the liaison between cross‑functional teams at Hover, including Sales, Product Development, Engineering, Finance, and Production departments. You will contribute by Lead and manage all pilot programs including weekly progress meetings between technical and business units Lead and manage customer rollouts and customer renewals Manage client expectations, and ensure the timely and successful delivery of Hover's solutions according to customer's needs and objectives Strengthen existing account utilization, and identify opportunities for account growth Develop trusted advisor relationships with key stakeholders, executive sponsors, and field staff Become the Subject Matter Expert on the Hover platform features and functionality, as well as the Go‑To‑Market approach Clearly communicate the progress of monthly & quarterly initiatives to internal and external stakeholders Build QBR decks that show client growth and success Forecast growth and track key account metrics Your background includes 3+ years of experience as an Account Manager, National Account Manager, Account Executive, or relevant role Ability to develop robust enablement plans based on a customer's workflow and requirements Proven track record of upselling or retention in enterprise accounts Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C‑level Solid experience with CRM software (Salesforce, Excel, G‑Suite) Solution‑oriented sales philosophy built around asking questions, listening, GAP and Challenger selling methodologies Great attitude, with a commitment to being an excellent team mate and cultural contributor Property & Casualty Insurance experience a nice to have Benefits Compensation - Competitive salary and meaningful equity in a fast‑growing company Healthcare - Comprehensive medical, dental, and vision coverage for you and dependents Paid Time Off - Unlimited and flexible vacation policy Paid Family Leave - We support work/life balance and offer generous paid parental and new child bonding leave Mandatory Self‑Care Days - A day set aside each month to allow employees to recharge Remote Wellbeing Resources - We provide recurring fitness classes, meditation/ mindfulness tools, virtual therapy, and family planning assistance Learning - We encourage continued education and will help cover the cost of management training, conferences, workshops, or certifications Hybrid roles at Hover Hover has Hubs in San Francisco and New York City, where we expect that all employees living within a 50‑mile radius of our offices will come into their local Hover office at least three times a week to build rapport and foster organic connection. At this time, Hover is not considering fully remote roles. The US base salary for this full‑time position ranges from $147,000-$182,000, with an OTE of $210,000-$259,000 annually. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all applicable US locations. Within the range, individual pay is determined by work location and additional factors, including job‑related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. #J-18808-Ljbffr

Meet Method We built Method to propel the next decade of consumer finance. Method's APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous. We are built on the tenets of consumer permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 45+ million users connect 350+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans. We have partnered with some of the world's largest fintech companies - including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences. We're a team of 50+ people spread across offices in Austin, SF, New York City and Washington D.C! We're excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog! The impact As Method's Head of Customer Success, you'll architect and execute the post-sales engine that drives Method's growth. Reporting directly to the CEO, you'll build world-class customer relationships while establishing the systems, processes, and teams that transform our high-growth fintech product into a predictable, scalable revenue driver. You'll own the entire customer lifecycle, from signed contracts through onboarding, steady-state operations, renewal, and expansion. This isn't just a relationship role; it's an operational leadership position where your success is measured by Time-to-Value (TTV), Net Revenue Retention (NRR), and the efficiency of the CS organization you build. Your influence extends far beyond traditional customer success. You'll shape product development by translating customer insights into actionable roadmap priorities, inform go-to-market strategy, and bridge the gap between customer needs and engineering execution. This is a rare opportunity to define customer success at a company poised for significant growth- building both the high-touch relationships and the scalable infrastructure that will carry us through our next phase of evolution! What you'll do Build the CS Operating System - Design and manage the day-to-day operating cadence. Establish clear reporting structures for team OKRs, health scores, and cross-functional KPIs that provide transparent visibility into our book of business. Lead and scale the team - Build, mentor, and empower a high-performing customer success organization. Create the conditions for your team to thrive while moving from "manual heroics" toward repeatable, scalable workflows. Accelerate Time-to-Value - Own and relentlessly optimize the onboarding and implementation lifecycle. Remove bottlenecks to ensure customers realize ROI as quickly as possible and experience seamless success from day one. Become a trusted advisor - Develop deep expertise in customers' businesses, challenges, and objectives. Position Method as an essential strategic partner in their success. Define and enforce service standards - Establish clear SLAs for support and implementation. Build internal accountability loops that ensure consistent delivery of high-quality service. Champion customer insights - Serve as the voice of the customer internally. Quantify feedback and market signals, translating them into prioritized product and strategy recommendations that keep Method ahead of the curve. Who you are Seasoned leader with 10+ years in client-facing roles, including experience leading customer success strategies, managing fintech partnerships, working with API products, and building high-performing teams. Data-obsessed and systems thinker. You use data to support volume and SLA performance. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy. Commercially savvy - You understand CS as a profit center and are comfortable discussing NRR, churn cohorts, expansion pipelines, and the strategic priorities that fuel customer success. Self-starter and owner - Proactive, decisive, and naturally inclined to take initiative. You can manage complex situations by quickly mobilizing resources across the company. Proven track record in consulting, pre-sales, technical customer success, or similar roles demonstrating measurable operational and commercial impact. Naturally curious about emerging technologies and fintech trends, staying ahead of industry evolution. Exceptional collaborator who builds strong relationships across diverse teams and organizations. Extra awesome Experience in finance or fintech industries. Track record in early-stage or startup environments. Familiarity with Linear, Retool, and modern CS tech stacks. -- The annual US base salary range for this role is: $200,000 - $250,000. #J-18808-Ljbffr

Every year, companies spend over a trillion dollars moving freight across the U.S. - but the system for matching trucks with jobs is still slow, manual, and fragmented. FleetWorks is fixing that. We're building voice agents that transform the chaotic freight booking process into a modern, intelligent marketplace. Our agents replace the endless phone calls, texts, and emails and match truckers who want to get paid with loads that need to be moved. We have a small, high-agency team working out of our office in SOMA. As the second member of the customer success team, you will be a true owner of your work, managing our most critical relationships and defining the customer success motion from the ground up. What you'll do Manage the full customer lifecycle, acting as the primary owner from pilot kickoff through implementation, adoption, and renewal. Program manage high-stakes pilots and implementations, ensuring timelines are met and customers realize immediate value from our platform. Work closely with Engineering to scope and deliver on individual customer integration requirements, acting as the technical voice of the customer. Build the CS foundation (0-to-1) by creating documentation, establishing operating procedures, and designing the engagement cadences we need to scale. Drive ongoing customer education, ensuring users understand the full power of our voice agents and platform features. Learn from others and teach those around you. What we look for Professional experience in b2b customer success, account management, sales engineering or implementation, in an entrepreneurial environment. A "builder" mindset: You are excited to be the second member of the team and want to work on 0-1 projects like building playbooks and defining processes. Technical aptitude: You are comfortable working hands on with complex requirements gathering and configurations and collaborating with engineers to make sure we deliver on our promise. A healthy appreciation for hard problems-we are transforming a massive, complex industry and we're just getting started. How we'll get to know each other 45 minute intro call, what you've worked on that you're proud of, your goals and motivations and to figure out how that might fit in with what we're working on at FleetWorks. 45-min interview with a team member you'll work with if you join, so that we can get to know how you think about customer success and collaboration. Case study or presentation to see how you approach customer challenges. Paid onsite work trial so that we can get to know how you work and you can get to know us. We'll talk with your references to help us understand how to best support your development at work-we might do this after you've signed your offer. Transparent offer process that clearly outlines how we came to the compensation package we're offering, including the current and potential value of your equity. What we offer Top tier cash and equity compensation-we aim to be above 75th %ile for companies in San Francisco who have raised a similar amount of cash. Competitive medical, dental, and vision benefits. Fully covered lunches and dinners. The opportunity to learn quickly, grow fast, and be rewarded for your contributions. #J-18808-Ljbffr

Head of Customer ExperienceAbout Us We are a rapidly growing technology company seeking an experienced and dynamic Head of Customer Experience to join our leadership team. As we continue to expand our product offerings and market presence, we need a strategic thinker who can drive our GTM initiatives to new heights. Position Overview The Head of Customer Experience will be responsible for developing and executing comprehensive go-to-market strategies that align with our company's vision and goals. This role requires a deep understanding of Customer Success Management, Sales Enablement, and Product Growth. The ideal candidate will have a proven track record of successfully launching products, scaling revenue, and building high-performing teams. Key Responsibilities GTM Strategy Development and Execution: Develop and implement comprehensive GTM strategies for new and existing products Collaborate with Product, Marketing, and Sales teams to ensure alignment on GTM initiatives Identify target markets, customer segments, and growth opportunities Create and manage GTM budgets and forecasts Customer Success Management: Develop and oversee customer success programs to drive retention and expansion Implement best practices for onboarding, adoption, and ongoing customer engagement Analyze customer data to identify trends, opportunities, and areas for improvement Establish and track key performance indicators (KPIs) for customer success Sales Enablement: Develop and implement sales enablement strategies to improve sales team effectiveness Create and maintain sales collateral, playbooks, and training materials Collaborate with Sales and Marketing teams to align messaging and positioning Implement and optimize sales processes and methodologies Product Growth: Work closely with Product Management to identify growth opportunities and prioritize features Develop and execute product-led growth strategies Analyze product usage data to inform growth initiatives Collaborate with Marketing to develop and execute product marketing campaigns Team Leadership and Development: Build and lead high-performing GTM, Customer Success, and Sales Enablement teams Mentor and develop team members to drive career growth and organizational success Foster a culture of collaboration, innovation, and continuous improvement Cross-functional Collaboration: Work closely with C-level executives to align GTM strategies with overall business objectives Collaborate with Product, Engineering, Marketing, #J-18808-Ljbffr

Casap is a Series A startup that has raised over $30M from Emergence, Lightspeed, and Primary Ventures. Based in San Francisco, the company was founded by product leaders from Robinhood and Chime. We are on a mission to change the way banks operate by automating disputes and fighting friendly fraud. People love what we've built, from everyday users to the biggest names in finance. Casap is seeking a Head of Customer Success to lead the full post-onboarding customer journey and build a world-class Customer Success function from the ground up. You'll own the strategy and execution across customer success, support, renewals, and account growth-driving outcomes that maximize customer satisfaction and retention. You'll collaborate closely with Sales, Product, Engineering, and Implementation to ensure our customers extract maximum value from Casap. Responsibilities Own the Customer Journey: Lead the entire post-implementation lifecycle for our customers-from initial handoff through renewals and upsells-ensuring a seamless and high-impact experience at every step. Build & Scale the CS Org: Hire, manage, and mentor a growing team across customer success and support. Implement scalable structures, playbooks, and KPIs to support Casap's rapid growth. Drive Strategic Outcomes: Build deep relationships with customers, understand their evolving needs, and proactively drive product adoption, account expansion, and long-term loyalty. Collaborate Cross-Functionally: Partner closely with Product, Engineering, and Sales to surface customer insights, influence roadmap priorities, and continuously improve the customer experience. Elevate Support Operations: Develop a high-performing support function with clear SLAs, fast resolution times, and a white-glove experience for our financial institution clients. Build Systems & Processes: Define success metrics, reporting cadences, and operational workflows that help scale the team while maintaining quality and responsiveness. Act as a Trusted Advisor: Represent Casap with executive presence in customer conversations, earning the trust of key stakeholders across banks, credit unions, and fintechs. Qualifications 8+ years of experience in B2B SaaS Customer Success, with a strong track record in high-touch, strategic accounts-ideally mid-market and enterprise customers. Proven ability to build and scale post-sales functions, including hiring, org design, and process development. Analytical and metrics-driven, with experience managing to net retention, CSAT, and support SLAs. Deep understanding of customer success best practices and playbooks for early-stage SaaS companies. Background in fintech or working with financial institutions; experience with the office of the CFO is a strong plus. Familiarity with ERPs (e.g., QuickBooks, NetSuite) and/or financial systems integration workflows. Excellent communication and stakeholder management skills; comfortable engaging both technical and executive-level contacts. Hands-on, scrappy, and excited to build in a fast-paced startup environment! #J-18808-Ljbffr

Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About the Role: We are seeking a highly motivated and skilled Senior Customer Success Manager with a strong background in customer engagement and a deep technical understanding of cloud computing, AI, and ML. This role is pivotal in ensuring that our clients maximize the value of our solutions, guiding them through the technical complexities and empowering them with the tools and knowledge to achieve their business and sustainability goals. This is a full-time position. What You\'ll Be Working On Customer Relationship Management: Develop and maintain strong, long-lasting customer relationships, understanding their business needs and technical requirements. Customer Advocacy: Work on case studies to highlight customer successes. Technical Liaison: Act as the bridge between our clients and our technical team, ensuring clear communication and alignment of goals. Technical Guidance and Support: Provide technical guidance and support to customers in the implementation and optimization of our cloud-based AI and ML solutions including Kubernetes solutions. Performance Monitoring and Reporting: Conduct regular reviews and report on customer progress, ensuring the achievement of key performance indicators and return on investment. Customer Journey Coordination: Coordinate with the product and engineering teams to define customer journeys, challenges, and opportunities. Industry and Technical Awareness: Stay up-to-date with industry trends, technical advancements, and regulatory changes to provide strategic advice to clients. Customer Training: Deliver training sessions and workshops to customers on the use and benefits of our products and services. Issue Resolution: Address and resolve customer concerns, ensuring high levels of customer satisfaction and retention. What You\'ll Bring to the Team Educational Background: Bachelor's degree in Business, Engineering, or a related field. Advanced degree preferred. Professional Experience: Proven experience in customer success, technical account management, or a similar role in a technology-driven environment. Technical Proficiency: Strong technical foundation in cloud computing platforms, AI, and ML technologies, with the ability to communicate complex concepts in simple terms. Interpersonal Skills: Excellent interpersonal, communication, and presentation skills. Relationship Building: Demonstrated ability to build relationships at all levels within an organization. Adaptability: Comfortable working in a fast-paced environment with ambiguous and/or iterative fact-sets. Benefits Industry competitive pay Restricted Stock Units in a fast growing, well-funded technology company Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Employer contributions to HSA accounts Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc 401(k) with a 100% match up to 4% of salary Generous paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $144,000 -$165,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation. #J-18808-Ljbffr

Senior Customer Success Manager Type: Full-Time Experience: 6-8 Years in SaaS Client Success Want to (actually) change the world? Hi, we're Alex and Bradford, co-founders of Coworker. We started this company with a simple but important goal: to make work matter. Today, that vision is turning into reality. Coworker is a hypergrowth AI startup, backed by top-tier VCs and we're building something truly transformative: AI for complex work. Unlike anything else in the market, Coworker is the world's first enterprise AI agent that can do complex work. Powered by our breakthrough OM1 (Organizational Memory) technology, Coworker creates a 'brain' for companies: an AI system with deep contextual memory that understands what's happening across a business and then completes multi-step work across 25+ enterprise applications. It's not just another productivity tool. It's a fundamental shift in how work gets done and where people spend their valuable time. We've secured $13M in seed funding from top-tier VCs and we've already landed household-name enterprise customers and achieved rapid YoY ARR growth with clear product-market fit. Now, we're building out our team to continue our aggressive penetration into mid-market and enterprise companies. Coworker isn't just a better way to work-it's the future of work. And we're only just getting started. Why Coworker? The work that will define your career: this is literally an opportunity to change how the world works. We're going to totally transform how 1 billion people spend their time. Ownership above all else: every single person at Coworker brings an extreme level of ownership in everything they do. This is intensely motivating and will buoy you in everything you do. Exceptional team: you'll work alongside some of the best. We've been on the growth journey at Uber and other high calibre startups. Strong early traction in an explosive category: we're growing fast in an extremely fast growing category. Technical moat: OM1 allows us to do things that no-one else can do. It's an incredibly strong foundation to build a world-changing business. Job Summary You are a highly driven Senior Customer Success Manager who will own the post-sale relationship with our mid-market customers ($50k-$100k+ ACV). You'll be responsible for customer onboarding, product adoption, retention, and growth. This role is perfect for a strategic CSM with 6-8 years of experience looking to advance their career in enterprise customer success while developing relationship management, strategic advisory and revenue growth. Key Responsibilities Customer Onboarding: Drive implementation success through structured onboarding programs, ensuring 30-day time-to-value Portfolio Management: Own 50-75 customer accounts, maintaining 95%+ retention rate and 110%+ net revenue retention Strategic Advisory: Conduct quarterly business reviews, create success plans, and provide data-driven recommendations Growth Initiatives: Identify expansion opportunities, collaborate with Sales on upsells and drive product adoption Success Operations: Monitor customer health scores, usage metrics, and engagement data to proactively address risks Requirements Experience: 6-8 years in SaaS Customer Success roles with proven track record of retention and growth Operational Mindset: Self-starter with ability to identify, own and execute on opportunities while managing competing priorities. Strong bias for action and comfort with ambiguity in a fast-paced environment Technical Skills: Strong platform expertise, ability to understand technical requirements and translate business needs Communication: Excellence in stakeholder management, presentation skills and written communication Analytics: Data-driven approach to customer success, proficiency in success metrics and reporting Tools: Expertise in Customer Success and CRM systems (Hubspot, Salesforce) and collaboration/project management tools Preferred Qualifications Experience managing mid-market or enterprise SaaS relationships Background in consulting or strategic advisory roles Experience with AI/ML platforms and use cases Compensation & Benefits Salary + Equity + Benefits Base Salary: $140k-160k Equity: Generous equity in early stage company Benefits: Health/dental/vision insurance, 401(k), unlimited PTO Career Development Mentorship: Partnered with Leadership for portfolio strategy and skill development Promotion Path: Clear advancement to Enterprise CSM or Team Lead within 18-24 months Cross-functional exposure: Opportunities to work with Product, Sales and Marketing teams Drop us a line! We encourage you to drop us a line even if you feel over- or under-qualified. We want to find the best people to help us build Coworker no matter who they are. We have a lot of different areas of responsibility and we are always happy to brainstorm with you about what would be the best fit. Coworker.ai is an equal opportunity employer. We believe everyone should feel great about being their authentic selves at Coworker-this is the only way to do our best work! We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We believe that great employees come from diverse backgrounds. #J-18808-Ljbffr

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose‑built procurement platform that provides a simple, consumer‑grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world‑class team coming from category‑defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting‑edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Senior Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you'll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world‑class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. You Will Help our largest customers drive procurement success on the Zip platform. Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis. Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip's platform and procurement best practices. Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams. Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty. Manage customer health and hedge account risks based on data‑driven adoption metrics. Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations. Train and empower customers to be product specialists to become increasingly self‑sufficient for their organization. Partner with the renewals team to achieve target GRR. Continuously improve Customer Success assets and processes. We're an early‑stage company, we want people who are excited to build and motivated to up‑level the status quo! Qualifications 8+ years of relevant work experience working in customer‑facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high‑paced environment is a benefit. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools. Excellent interpersonal skills and ability to establish quick rapport and trust with customers. Strong project management skills to manage a dynamic customer portfolio. Creative problem solver while being attentive to details. Business process‑oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.). Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality). Nice to Haves Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles. Experience with SaaS workflow management tools (low code / no code configuration). Experience working in a top tier consulting firm or have an MBA. The salary range for this role is $130,000- $160,000 OTE. The salary for this position is determined based on a variety of job‑related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits 📈 Start‑up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zippers and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

A leading customer service technology company is seeking a Manager for their High-Touch Customer Success team in San Francisco. You will hire and lead a team of Customer Success Managers, focusing on driving customer outcomes and fostering long-term relationships. With a minimum of 5 years of B2B experience, this role emphasizes continuous team development and cross-functional collaboration. The position offers flexibility with a hybrid work policy and competitive compensation, including benefits and potential equity. #J-18808-Ljbffr

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose‑built procurement platform that provides a simple, consumer‑grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world‑class team coming from category‑defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting‑edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Senior Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you'll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world‑class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. You Will Help our largest customers drive procurement success on the Zip platform. Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis. Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip's platform and procurement best practices. Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams. Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty. Manage customer health and hedge account risks based on data‑driven adoption metrics. Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations. Train and empower customers to be product specialists to become increasingly self‑sufficient for their organization. Partner with the renewals team to achieve target GRR. Continuously improve Customer Success assets and processes. We're an early‑stage company, we want people who are excited to build and motivated to up‑level the status quo! Qualifications 8+ years of relevant work experience working in customer‑facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high‑paced environment is a benefit. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools. Excellent interpersonal skills and ability to establish quick rapport and trust with customers. Strong project management skills to manage a dynamic customer portfolio. Creative problem solver while being attentive to details. Business process‑oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.). Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality). Nice to Haves Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles. Experience with SaaS workflow management tools (low code / no code configuration). Experience working in a top tier consulting firm or have an MBA. The salary range for this role is $130,000- $160,000 OTE. The salary for this position is determined based on a variety of job‑related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits 📈 Start‑up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zippers and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

About Us: We are the leader in human-centric cybersecurity. Half a million customers, including 87 of the Fortune 100, rely on Proofpoint to protect their organizations. We're driven by a mission to stay ahead of bad actors and safeguard the digital world. Join us in our pursuit to defend data and protect people. How We Work: At Proofpoint, you'll be part of a global team that breaks barriers to redefine cybersecurity, guided by our BRAVE core values: Bold in how we dream and innovate, Responsive to feedback, challenges, and opportunities, Accountable for results and best-in-class outcomes, Visionary in future-focused problem-solving, Exceptional in execution and impact. The Role Proofpoint is looking for a self-starting, responsible, action-oriented, and self-motivated individual to join our growing field services team. The mission of the Senior Customer Success Manager is to ensure that our customers realize the full value of the products and services they have purchased from Proofpoint, ultimately maximizing renewals and add‑on transactions. This is a post‑sales, customer‑centric role in a fast‑paced environment that demands interaction with enterprises at senior levels, as well as with technical staff within the traditional IT and Security organization. Successful candidates will have outstanding communication skills with a proven track record of successfully interacting with customers regarding business and technical interests alike; a strong technical background, especially related to cybersecurity; extensive experience driving concurrent projects and issues to completion with little or no direction, and above all a passion for ensuring a world class customer experience. Your day-to-day Guide customers through each phase of their Proofpoint journey, serving as a trusted advisor through specific activities aimed at providing realized value from their partnership with us. Create and maintain Customer Success Plans (CSP) for each of your customers that align with their strategic goals and leverages language meaningful to them. Secure approval from your customers' decision makers on the CSP's content and timeline. Meet regularly with customers for health checks to review product adoption and provide them with specific, actionable guidance on how they can get more value from what they already own. Be a relentless advocate for customers to help ensure that Proofpoint deployments are successful. Consistently gather feedback to identify trends and act as the voice of the customer, providing that structured feedback to product management. Identify at‑risk customers that are not achieving their desired outcome and, as needed, lead cross‑functional efforts to get those customers back on track. Engage appropriate team members from cross‑functional groups such as Sales, Marketing, Engineering, Support, and Professional Services to help address underlying causes of churn and dissatisfaction. Learn and document your customers' environment to ensure their success with the current tech stack and identify opportunities for new solutions to address their pain points or help them exploit new markets. What you bring to the team 4‑year college degree in a business area, technical area or equivalent. 5 to 10+ years of industry leadership experience in a customer success, sales engineer, senior support engineer, or other customer‑facing role with exposure to multiple technology areas. Demonstrate a thorough knowledge of customer success principles and the rationale for the related behavior. Current knowledge of Proofpoint products or similar and proven curiosity to learn configure flagship products in best practice. Must be able to articulate customer business requirements and serve as the customer voice internally, even anticipating customer needs based on common scenarios experienced. Demonstrate a high level of engagement with customers and colleagues, managing interactions in a professional manner with a focus on achieving mutual positive results. Proven ability to influence colleagues and customers to act in high‑impact situations. Extensive knowledge of data communication concepts and technologies, specifically email, networking, and enterprise security. Current knowledge of cybersecurity solutions and productivity suites. Proven ability to effectively lead in a team environment as well as independently pioneer new processes for your team. Ability to identify company needs for customer initiatives and lead those initiatives across internal teams, as appropriate. Excellent communication skills, phone manner, and meeting presence with all levels of customer leadership. Evidence of pristine documentation, executive communications, white papers, etc. Strong project and/or program management skills and high attention to detail, with a solid understanding of project management methodologies. Ability to think innovatively, strategically and deliver tactically. Evidence of strategic and tactical success like contributing to successful projects and demonstrating scale of new initiatives. Ability to work independently, adapt quickly, and maintain a positive attitude. Travel: Moderate travel (25%+). Why Proofpoint? At Proofpoint, we believe that an exceptional career experience includes a comprehensive compensation and benefits package. Here are just a few reasons you'll love working with us: Competitive compensation Comprehensive benefits Learning & Development: We are committed to the growth and development of our team members, offering a range of programs including leadership and professional development workshops, stretch project assignments, and mentoring opportunities to help employees reach their full potential. Flexible work environment: [Remote options, hybrid schedules, flexible hours, etc.]. Annual wellness and community outreach days Always on recognition for your contributions Global collaboration and networking opportunities Our Culture Our culture is rooted in values that inspire belonging, empower purpose and drive success-every day, for everyone. We encourage applications from individuals of all backgrounds, experiences, and perspectives. If you need accommodation during the application or interview process, please reach out to accessibility@proofpoint.com. Our BRAVE Values At Proofpoint, we are BRAVE in everything we do, and our values aren't just words-they shape how we work, collaborate, and grow. We seek people who are bold enough to challenge the status quo, responsive in the face of ever‑evolving threats, and accountable for delivering real impact. We value those with a visionary mindset who anticipate what's next and push cybersecurity forward, and we celebrate exceptional execution that ensures we continue to defend data and protect people. Proofpoint has been honored with six Best Places to Work Awards in 2024 by workplace culture leader Comparably, including Best Company Career Growth, Best Company Outlook, Best Global Culture, Best Engineering Teams, Best Sales Teams, and Best HR Teams. Proofpoint is an equal opportunity employer, we hire without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability. Find your network, your allies, and your biggest fans. We know that work is simply better when you're surrounded by people who inspire you-who share ideas, cheer you on, and genuinely want to see you succeed. That's why we offer social circles, sponsored networks, and connection points across teams and time zones-to help you find your people, build your community, and thrive together. This isn't just a job-it's a mission to protect people and defend data in a world that never slows down. We're building the future of human‑centric cybersecurity, and that future belongs to all of us. We take ownership, move fast, and hold ourselves accountable-because that's what it takes to stay ahead. And we do it together, winning as one. Be empowered to reach your full potential through meaningful challenges and personalized support-designed around you and your goals. Whether you're growing as a leader or leveling up from great to exceptional as an individual contributor, we're here to help you get there. Proofpoint is an equal opportunity employer, we hire without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability. #J-18808-Ljbffr

Sr. Customer Success Manager - SMB/Mid Market HoneyBook is the leading AI‑powered business management platform for service‑based business owners. Designed to enhance-not replace-independent professionals, HoneyBook's AI‑powered tools help businesses attract leads, connect with clients, book projects, and manage payments more efficiently. With AI seamlessly integrated into every workflow, entrepreneurs can focus on their craft while scaling their businesses with confidence. Since its founding in 2013, HoneyBook has powered over 25 million client relationships and processed more than $12 billion in transactions, helping independent businesses grow faster and smarter. Our culture is built on five core values that inform everything we do. We encourage collaboration, feedback, ownership, and have a growth mindset. We know experience comes in many forms, some visible on your resume, others not. No one candidate will be a 100% perfect match to our description, so if you thrive in a fast‑paced, intellectually‑charged environment and have similar experience to what we are looking for, we encourage you to apply. About the role We're looking for a Sr. Customer Success Manager - SMB/Mid‑Market to design and run proactive customer success programs that measurably accelerate time‑to‑value, improve adoption, and drive net revenue expansion across a focused book of strategic SMB/MM customers. As a senior builder‑IC, you'll own outcomes end‑to‑end: from onboarding and value realization to QBRs, renewals, and upsells while establishing the playbooks, instrumentation, and operating rhythm that can scale. You'll partner closely with Product, Growth, and Member Care to turn insights into repeatable motions and proof points for future team expansion. If you love turning customer outcomes into revenue outcomes, this role is for you. This role is hybrid to our San Francisco office, 3 days per week and requires occasional travel to Tel Aviv/NY ~2×/year for planning and collaboration. Here are some things you'll do Own a strategic SMB/MM book of business - driving customer success through adoption, renewals, and growth with strong retention and expansion results. Deliver a standout onboarding experience that helps customers activate quickly and see value early. Design and run proactive engagement programs (like onboarding tune‑ups, adoption campaigns, and renewal prep) in partnership with our Digital Programs Lead: testing, iterating, and measuring what works. Build a smart, efficient CS system powered by data and AI to forecast retention, create/maintain QBR templates, track health, and guide customer conversations; maintain clear dashboards and follow through on key milestones. Grow your expansion pipeline and maintain disciplined forecasting and communication around opportunities and risks. Champion customer advocacy by collaborating with our community team to turn success stories into references, reviews, and case studies. Share insights that shape our product and growth strategy highlighting churn risks, feature gaps, and opportunities for improvement. Document playbooks and best practices to scale what works and help pave the way for future CSMs. Here's what we're looking for in a candidate Must‑haves Ownership & Initiative: You take pride in building and improving - designing programs, setting clear goals, and delivering results with minimal direction while collaborating openly across teams. Commercial Mindset: You're confident managing renewals and expansions in an SMB/MM environment, balancing business outcomes with genuine customer advocacy. Customer Growth Focus: You know how to turn insights into action: driving feature adoption, accelerating time‑to‑value, and helping customers realize measurable success. AI Confidence: You use AI tools thoughtfully to scale research, personalize communication, and streamline prep - always grounded in accuracy, privacy, and human connection. Nice‑to‑haves Analytical Clarity: You focus on what matters most, use data to guide priorities, and communicate trade‑offs clearly. Storytelling: You turn insights into simple, compelling stories that help teammates and leaders align quickly. Forecasting: You maintain clean, consistent renewal and expansion forecasts, identify risks early, and collaborate to solve them. Here is what is needed 6 years of experience in Customer Success or Account Management, including work with SMB and Mid‑Market customers. You've managed a broad portfolio (around 100+ accounts) and understand how to balance scale with personal connection. Direct experience owning renewals and expansions with measurable impact on NRR. You know how to identify opportunities, tell a strong value story, and close with confidence. Design and refine customer programs: like onboarding tune‑ups, adoption campaigns, or renewal prep - that deliver clear results and repeatable wins. Set up lightweight forecasting systems, maintaining pipeline visibility, and tracking performance with accuracy and accountability. Comfortable using CRM and CS platforms (Salesforce, HubSpot, Gainsight, ChurnZero, or similar) and experimenting with AI‑assisted tools to improve insights and efficiency. Startup/scale experience whether building a motion from 0→1 or helping scale from 1→10, and you bring structure, curiosity, and resilience to every phase of growth. The good stuff Mission‑driven: You'll be joining more than just another startup. Our members' success is at the heart of everything we do. Impact: We move quickly and encourage every employee to push the envelope. Our best ideas come from out‑of‑the‑box thinking and innovation; be ready to fail fast and often! Compensation: We offer a competitive salary and meaningful equity grants. Base pay is $120k‑$145k, depending on experience and skills. Benefits & perks: From wellness programs to exceptional family leave policies, the health and happiness of our employees are foremost. Our core values People come first: We prioritize people as we explore opportunities and work through challenges. Raise the bar: We push for greatness-for ourselves, each other, and our members. Own it: Trust and ownership let us make decisions with confidence. We love what we do: We bring passion to our work and love what we create for our members. Keep it real: Authenticity, respect, and transparency are at our core. HoneyBook is an equal‑opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sex, gender identity, sexual orientation, disability, veteran status, or any other protected characteristic. We honor all candidates and are committed to a fair recruitment process. #J-18808-Ljbffr

A leading engineering consulting firm is seeking a Client Service Director in San Francisco, CA. This role focuses on expanding the water and wastewater practice, requiring strong leadership and business development skills. The ideal candidate has over 15 years of experience, a relevant degree, and a passion for client service. The position offers a hybrid work model and a comprehensive benefits package. #J-18808-Ljbffr

A leading recruitment firm is seeking an experienced Account Manager in San Francisco, CA, to build strong business relationships and develop a sales strategy. The ideal candidate will have a Bachelor's degree and a minimum of 6 years of relevant experience. Responsibilities include monitoring client satisfaction and achieving sales targets within the Public Safety sector. This role involves travel up to 50% of the time. #J-18808-Ljbffr

About Us Observe.AI is the leading AI agent platform for customer experience. It enables enterprises to deploy AI agents that automate customer interactions, delivering natural conversations for customers with predictable outcomes for the business. Observe.AI combines advanced speech understanding, workflow automation, and enterprise‑grade governance to execute end‑to‑end workflows with AI agents. It also enables teams to guide and augment human agents with AI copilots, and analyze 100% of human and AI interactions for insights, coaching, and quality management. Companies like DoorDash, Affordable Care, Signify Health, and Verida use Observe.AI to transform customer experiences every day by accelerating service speed, increasing operational efficiency, and strengthening customer loyalty across every channel. Why Join Us As an Engagement Manager for AI Agent deployments, you'll own how we implement VoiceAI and ChatAI for our enterprise customers - from strategy through execution. Your job is to make every deployment smooth, high‑impact, and set up for long‑term success. This role blends program leadership, customer strategy, and value realization. You'll guide complex rollouts, coordinate across multiple teams, manage risks, and ensure every launch delivers clear, measurable outcomes. What you'll be doing Lead End-to-End AI Agent Delivery: Own AI Agent deployments from kickoff → design → build → testing → go‑live → hypercare → optimization. Conduct business and technical discovery to deeply understand customer workflows, KPIs, and success criteria. Orchestrate a Cross-Functional Delivery Pod: Lead a matrixed delivery team including Experience Designers, AI Agent Engineers, and Telephony Engineers. Coordinate with Engineering on feature gaps, technical escalations, and roadmap alignment. Drive Customer Outcomes & Long-Term Success: Own the success of multi‑phase AI transformation programs. Post-go live, act as the customer's primary AI Agent program lead - running QBRs, tracking KPIs, and driving continuous value. Establish Scalable Processes & Governance: Create and refine playbooks, delivery templates, evaluation frameworks, UAT processes, hypercare models, and best practices Ensure compliance with testing, evaluation frameworks, UAT processes, and deployment checklists. Manage timelines, deliverables, documentation, and cross‑functional dependencies for multiple concurrent customer programs. Customer Enablement & Training: Guide customers through operational readiness, change management, and best practices for scaling AI within their contact centers. Be the Face of AI Strategy for Enterprise Customers: Present confidently to frontline leaders, IT executives, and C‑suite stakeholders. Translate complex AI/technical concepts into business outcomes and guide customers through AI maturity and transformation journeys. What you'll bring to the role 5+ years in enterprise customer delivery, professional services, program management, or consulting (SaaS, AI, CX, digital transformation, or contact center domains preferred) Proven success leading complex enterprise implementations with cross‑functional and executive stakeholders. Strong understanding of contact center KPIs like containment, AHT, CSAT, NPS, and how they influence AI Agent projects. Comfort leading customer‑facing discussions - from deep technical troubleshooting to weekly project demos. Demonstrated ability to manage multiple projects simultaneously in fast‑paced, evolving environments. Excellent communication, training, documentation, and relationship‑building skills. Bonus points for: Experience with Conversational AI, VoiceAI, RAG systems, or NLU/NLP platforms. Hands‑on experience to CCaaS platforms (Genesys, NICE, Amazon Connect, Five9, Talkdesk, Zoom Contact Center). Perks & Benefits Competitive compensation including equity Excellent medical, dental, and vision insurance options Flexible time off 10 Company holidays + Winter Break and up to 16‑weeks of parental leave 401K plan Quarterly Lifestyle Spend Monthly Mobile + Internet Stipend Pre‑tax Commuter Benefits Salary Range The base salary compensation range targeted for this full‑time position is $133,000-$149,000 Range per annum. Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives and equity (in the form of options). This salary range is an estimate, and the actual salary may vary based on the Company's compensation practices. Our Commitment to Inclusion and Belonging Observe.AI is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Observe AI does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender identity, sexual orientation, disability, age, military or veteran status, or any other basis protected by applicable local, state, or federal laws or prohibited by Company policy. Observe.AI also strives for a healthy and safe workplace and strictly prohibits harassment of any kind. We welcome all people. We celebrate diversity of all kinds and are committed to creating an inclusive culture built on a foundation of respect for all individuals. We seek to hire, develop, and retain talented people from all backgrounds. Individuals from non‑traditional backgrounds, historically marginalized or underrepresented groups are strongly encouraged to apply. If you are ambitious, make an impact wherever you go, and you're ready to shape the future of Observe.AI, we encourage you to apply. For more information, visit *************** #LI- Redwood City, CA (Hybrid) #J-18808-Ljbffr

Metaview Metaview is re‑engineering hiring with AI at the core. Thousands of companies already use Metaview to accelerate their recruiting workflows, remove toil, and make hiring decisions with more precision. Our AI Assistant for Recruiting is used by over 3,000 companies around the world, and already makes recruiting flows drastically more efficient. But efficiency is just the starting point: the data we're capturing will enable us to build the AI platform that recognizes talent better than any human ever could. Metaview was founded by Siadhal and Shahriar after their experiences scaling Uber and Palantir. We recently announced our $35m Series B, led by Google Ventures! Growing 5x YoY, our customers are raving fans of the product, and our innovation has been covered in Fortune, Forbes, TechCrunch, and The Times. The team We're here to do the best work of our lives, and are immersed in our work. We optimize for rate‑of‑learning. Watch the clock, not the calendar. We're direct and actively‑transparent in how we communicate and share progress. This means we all have the context and information required to help each other excel. The role TL;DR: Be the bridge between Customers, Product, and Sales; transforming insights into impact. Drive AI adoption by leading change management and workflow transformation. Play a key role in shaping a new function at a category‑defining AI startup. Set the blueprint for how Engagement evolves at Metaview. The Engagement team partners with forward‑thinking customers to transform how they hire. This isn't customer support - it's strategic engagement. You'll guide organizations through the adoption of AI in their hiring workflows, ensuring they unlock meaningful outcomes and long‑term value. As Engagement Manager, you'll serve as the connective tissue across Customers, Product, and Sales - helping executives reimagine processes, operators embed AI day‑to‑day, and our internal teams sharpen strategy with deep customer insights. What you'll do Build trusted, strategic partnerships with senior stakeholders - from recruiters to C‑level - to drive business outcomes with AI. Guide organizations through change management, onboarding, adoption, and expansion; helping them scale AI‑driven workflows across teams. Drive revenue outcomes by maximizing retention and unlocking expansion opportunities; ensuring customers realize long‑term value while partnering with Sales to grow accounts. Synthesize insights from the field to shape our Engagement methodology and influence product and sales strategies. Serve as an AI thought partner: running workshops, sharing best practices, and elevating Metaview's role as a category leader. Proactively identify risks and opportunities in accounts, using product data and customer conversations to inform action. You 3+ years in consulting, customer‑facing, or strategy roles at high‑growth B2B startups or top‑tier firms. Proven ability to engage across levels - influencing executives while rolling up your sleeves with operators. Strong analytical and strategic thinker; comfortable making data‑driven decisions. Skilled in change management and guiding customers through transformation. A natural communicator: able to distill complexity into clarity, whether 1:1 or at an exec workshop. Entrepreneurial, adaptable, and energized by experimentation. Deeply aligned with our brand: intelligent, low‑BS, authentic, and customer‑obsessed. Happy to work in a hybrid working arrangement. We aim for 2-3 days per week in the office. Our US office is based in San Francisco. Compensation Base pay within our salary range is determined by a candidate's skills, expertise, or experience. For this role, our current base pay range is: $150,000 - $165,000. What's in it for you Blueprint a new function: Engagement Manager role, with the chance to define how Engagement is done at Metaview. Career acceleration: high visibility and ownership in a fast‑growing Series B rocketship. The opportunity to work at the intersection of customers, product, and AI making a real impact every day. Generous equity alongside competitive comp and benefits. Work with a team that takes hiring seriously: the best teammates you've ever had. #J-18808-Ljbffr

A technology company is seeking a Customer Engagement Manager in San Francisco to manage mid-market customer portfolios. In this role, you will drive customer retention and expansion while building strategic relationships. Ideal candidates will have 3+ years in B2B SaaS environments, showcasing exceptional problem-solving and communication skills. This position includes comprehensive benefits such as unlimited PTO and a 401(k) contribution. #J-18808-Ljbffr

About the Role We're looking for our first Customer Success Manager at FurtherAI. In this role, you'll onboard and support customers, ensuring they succeed with our AI Teammates and helping to grow accounts over time. You'll collaborate closely with our founders and engineers to turn customer feedback into product improvements and to establish scalable processes from the ground up. Why Join FurtherAI? High Impact: Act as the voice of the customer across product and go-to-market teams. Real Ownership: Build playbooks, enhance onboarding, and lead our retention strategy. Mission-Driven: Help reinvent commercial insurance with reliable, intelligent AI workflows. Early Team: Be part of a tight-knit, high-performing group shaping the future of insurance work. Responsibilities Own customer onboarding, training, and early success milestones. Manage a portfolio of accounts, driving satisfaction, retention, and upsell opportunities. Conduct QBRs and regular check-ins to identify needs and proactively address churn risks. Translate customer feedback into enhancements for our products and models. Work with engineering and founders to expedite and resolve technical issues. Develop and refine internal CS processes, playbooks, and reporting systems. Contribute to documentation, FAQs, and knowledge base to support scaling efforts. You Might Be a Fit If You Have 4+ years in Customer Success or Account Management, ideally in B2B SaaS with $50-100K ACV customers. Have led customer onboarding and expansion efforts and are comfortable owning renewal/upsell targets. Are process-driven, customer-obsessed, and execute with discipline. Thrive in ambiguity and love building from the ground up. Have experience working closely with product or technical teams. Bonus: Have worked in regulated industries such as insurance, finance, or healthcare. #J-18808-Ljbffr