Customer Success Manager
Customer success manager job at MicroStrategy
Strategy (Nasdaq: MSTR) is at the forefront of transforming organizations into intelligent enterprises through data-driven innovation. We don't just follow trends-we set them and drive change. As a market leader in enterprise analytics and mobility software, we've pioneered the BI and analytics space, empowering people to make better decisions and revolutionizing how businesses operate.
But that's not all. Strategy is also leading a groundbreaking shift in how companies approach their treasury reserve strategy, boldly adopting Bitcoin as a key asset. This visionary move is reshaping the financial landscape and solidifying our position as a forward-thinking, innovative force in the market. Four years after adopting the Bitcoin Standard, Strategy's stock has outperformed every company in the S&P 500.
Our people are the core of our success. At Strategy, you'll join a team of smart, creative minds working on dynamic projects with cutting-edge technologies. We thrive on curiosity, innovation, and a relentless pursuit of excellence.
Our corporate values-bold, agile, engaged, impactful, and united-are the foundation of our culture. As we lead the charge into the new era of AI and financial innovation, we foster an environment where every employee's contributions are recognized and valued.
Join us and be part of an organization that lives and breathes innovation every day. At Strategy, you're not just another employee.
Job Description
As a Strategy Customer Success Manager, you will own the complete end-to-end lifecycle of a portfolio of enterprise accounts-including onboarding, adoption, renewals, expansion, and advocacy. You will be fully accountable for ensuring customers achieve measurable business outcomes and long-term success on the Strategy platform.
This role is a blend of technical consulting, management consulting, and strategy consulting. You will act as a trusted advisor, helping customers optimize ROI, reduce total cost of ownership (TCO), define their AI and data strategy, and stay ahead of industry trends. Success is measured by delivering industry-leading Net Revenue Retention (NRR), strong Net Promoter Scores (NPS), and consistent year-over-year expansion.
You'll collaborate across Sales, Product, Engineering, and Support to drive seamless execution and adoption of cloud-native architecture, Data Fabric, and AI-driven analytics. A major focus will be leading customers through large-scale transformation initiatives-ranging from cloud migrations and data modernization to AI and data strategy, new business use cases, and enterprise-wide optimization-that deliver lasting impact and measurable value.
In-Office Position: At Strategy, Monday, Tuesday, Wednesday, and Thursday are in-office days with Fridays as work-from-home.
Key Responsibilities
Customer Engagement & Strategy
* Own the full customer lifecycle-onboarding, adoption, renewals, expansion, and advocacy.
* Build strong executive and operational relationships, positioning yourself as a strategic advisor.
* Translate customer goals into actionable success plans with measurable outcomes.
* Share industry benchmarks, market trends, and best practices to drive customer advantage.
Adoption, Expansion & Advocacy
* Lead onboarding and early adoption to accelerate time to value.
* Drive adoption health, ROI realization, and expansion of new use cases.
* Partner with Sales to identify and execute expansion opportunities.
* Develop advocates through case studies, references, and executive sponsorship.
Cloud-Native, Data Fabric & AI Leadership
* Help customers leverage Strategy's cloud-native architecture, Mosaic (our Data Fabric and universal semantic layer), and AI capabilities to unify data, modernize operations, and scale effectively.
* Guide customers through cloud migration projects to optimize performance and lower TCO.
* Deliver solution consultation, demos, and best practices across business and technical stakeholders.
Portfolio & Business Impact
* Manage a multimillion-dollar ARR portfolio with accountability for renewals, retention, and growth.
* Proactively identify risks and ensure accurate forecasting.
* Deliver against key success metrics: NRR, NPS, adoption milestones, ROI, and advocacy.
Collaboration & Advocacy
* Work cross-functionally with Sales, Product, Engineering, and Support to deliver seamless customer outcomes.
* Serve as the voice of the customer internally, influencing product roadmap and service enhancements.
* Ensure timely resolution of issues by coordinating across teams.
Qualifications
* Bachelor's degree in Business, Computer Science, Engineering, or related field.
* 5+ years of experience in Customer Success, Consulting, or Advisory roles with enterprise SaaS preferred (requirement varies by level; hiring across all levels of CSM).
* Strong consulting skills with ability to link customer goals to measurable outcomes.
* Proven success managing large ARR portfolios with high NRR and retention.
* Experience with cloud-native services, cloud migration, and defining customer AI and data strategies (BI/AI/analytics).
* Executive communication and influencing skills across technical and business stakeholders.
* Familiarity with agile delivery and program management practices.
* Cloud certifications (AWS, Azure, GCP) are a plus.
Additional Information
Strategy is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, creed, color, religion, national origin, gender, sex, sexual orientation, gender identity, disability, veteran status, age, genetic information, or any other legally-protected basis.
Strategy provides reasonable accommodation for qualified individuals with disabilities in the hiring process. If you have any difficulty using our online system and you need an accommodation due to a disability, you may contact us about your interest in employment at application_accommodations@strategy.com.
Visit Strategy's Careers page for additional information.
Customer Success Manager - Top Accounts
New York, NY jobs
Our Customer Success Team is committed to helping customers adopt Asana as a collaborative work management platform. We strive to help all of our customers, across countries, industries, and functions, get the most value out of Asana over time. We are looking for a Top Customer Success Manager (CSM) to help support and grow our largest and most strategic customers. As a Top CSM, you'll guide a portfolio of customers to deploy Asana successfully, adopt it widely across their organization, and ensure they continuously gain business value from Asana. By engaging your customers using a consultative approach, you'll position yourself as a preferred long-term strategic partner and serve as the trusted point of contact across their lifecycle: onboarding, value creation, and renewal.
Equipped with the knowledge of what it takes for customers to succeed with Asana, you will serve as the voice of your customers cross-functionally, providing feedback to the Product team and broader business. You'll exemplify an empathetic, customer-centric perspective to the entire Asana team.
This role is based in our New York office with an office-centric hybrid schedule. If based in-office: The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.
What you'll achieve:
* Develop, nurture and own relationships at every level of the organization with a hyper focus on senior-level and decision-making stakeholders (ie C-Level); Serve as a trusted advisor on the collaborative work management space.
* Partner with customers to identify their strategic goals and co-create Success Plans with clear success metrics and engagement strategies.
* Execute all phases of the customer journey; ensuring value through deployment strategies, change management, workflow design, business reviews, and roadmap consultations.
* Collaborate with Sales to develop strategic account plans, nurture executive relationships, manage renewals, and explore expansion opportunities.
* Develop and maintain an internal Champion Network or Center of Excellence within the customer's organization to help foster customer advocacy and facilitate customer testimonials or case studies.
* Analyze customer usage to identify trends and drive targeted campaigns for enhanced engagement and product adoption to proactively identify risks and lead internal teams to create and execute corrective plans.
* Identify and forecast risk while proactively identifying and mitigating risks to drive customer satisfaction and long-term success.
* Serve as the voice of your customers by surfacing key trends and insights back to R&D and business teams based on your knowledge of customers needs.
* Travel and meet customers on-site up to 25% of the time
About you:
* 10+ years of professional experience, including 7+ years of demonstrated success in a SaaS-based Customer Success or Account Management role.
* Proven track record managing large, complex enterprise accounts, including Fortune 500 organizations, driving both product-led and sales-led growth initiatives, and overseeing enterprise-wide technology implementations across diverse stakeholder groups-from C-suite executives to functional leaders and administrators.
* Ability to run C-suite-level business reviews and craft compelling value narratives, align initiatives to OKRs/KPIs, influence decisions without direct authority, and deliver exceptional storytelling around impact and ROI.
* Experience owning a book of high-value customer relationships, delivering post-sales and deployment services, driving measurable value outcomes, and aligning with stakeholders across complex customer environments at both executive and departmental levels.
* Demonstrated capability to assess end-user adoption at the micro level and connect those behaviors to broader organizational objectives, ensuring cohesive and scalable impact.
* Deeply customer-centric-committed to ensuring customer success, product adoption, and advocacy, while representing customer needs internally.
* Self-motivated, proactive team player with a strong bias toward action; able to excel in ambiguous, fast-changing environments and shift seamlessly between high-level strategic thinking and detailed execution.
* Highly organized, process-oriented, and disciplined, with the ability to balance competing priorities, make sound decisions, and adapt across diverse customer scenarios.
* Ability to contextualize Asana use cases within different business units and change-management frameworks.
* Curious and forward-thinking, with an interest in AI tools and emerging technologies and a willingness to learn, experiment, and apply them to improve productivity, collaboration, and decision-making.
At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply.
What we'll offer:
Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit.
For this role, the estimated base salary range is between $160,000-181,600. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified.
In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
We strive to provide equitable and competitive benefits packages that support our employees worldwide and include:
* Mental health, wellness & fitness benefits
* Career coaching & support
* Inclusive family building benefits
* Long-term savings or retirement plans
* In-office culinary options to cater to your dietary preferences
These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
#LI-Remote
Auto-ApplyCustomer Success Manager - Top Accounts
New York, NY jobs
Our Customer Success Team is committed to helping customers adopt Asana as a collaborative work management platform. We strive to help all of our customers, across countries, industries, and functions, get the most value out of Asana over time.
We are looking for a Top Customer Success Manager (CSM) to help support and grow our largest and most strategic customers. As a Top CSM, you'll guide a portfolio of customers to deploy Asana successfully, adopt it widely across their organization, and ensure they continuously gain business value from Asana. By engaging your customers using a consultative approach, you'll position yourself as a preferred long-term strategic partner and serve as the trusted point of contact across their lifecycle: onboarding, value creation, and renewal.
Equipped with the knowledge of what it takes for customers to succeed with Asana, you will serve as the voice of your customers cross-functionally, providing feedback to the Product team and broader business. You'll exemplify an empathetic, customer-centric perspective to the entire Asana team.
This role is based in our New York office with an office-centric hybrid schedule. If based in-office: The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.
What you'll achieve:
Develop, nurture and own relationships at every level of the organization with a hyper focus on senior-level and decision-making stakeholders (ie C-Level); Serve as a trusted advisor on the collaborative work management space.
Partner with customers to identify their strategic goals and co-create Success Plans with clear success metrics and engagement strategies.
Execute all phases of the customer journey; ensuring value through deployment strategies, change management, workflow design, business reviews, and roadmap consultations.
Collaborate with Sales to develop strategic account plans, nurture executive relationships, manage renewals, and explore expansion opportunities.
Develop and maintain an internal Champion Network or Center of Excellence within the customer's organization to help foster customer advocacy and facilitate customer testimonials or case studies.
Analyze customer usage to identify trends and drive targeted campaigns for enhanced engagement and product adoption to proactively identify risks and lead internal teams to create and execute corrective plans.
Identify and forecast risk while proactively identifying and mitigating risks to drive customer satisfaction and long-term success.
Serve as the voice of your customers by surfacing key trends and insights back to R&D and business teams based on your knowledge of customers needs.
Travel and meet customers on-site up to 25% of the time
About you:
10+ years of professional experience, including 7+ years of demonstrated success in a SaaS-based Customer Success or Account Management role.
Proven track record managing large, complex enterprise accounts, including Fortune 500 organizations, driving both product-led and sales-led growth initiatives, and overseeing enterprise-wide technology implementations across diverse stakeholder groups-from C-suite executives to functional leaders and administrators.
Ability to run C-suite-level business reviews and craft compelling value narratives, align initiatives to OKRs/KPIs, influence decisions without direct authority, and deliver exceptional storytelling around impact and ROI.
Experience owning a book of high-value customer relationships, delivering post-sales and deployment services, driving measurable value outcomes, and aligning with stakeholders across complex customer environments at both executive and departmental levels.
Demonstrated capability to assess end-user adoption at the micro level and connect those behaviors to broader organizational objectives, ensuring cohesive and scalable impact.
Deeply customer-centric-committed to ensuring customer success, product adoption, and advocacy, while representing customer needs internally.
Self-motivated, proactive team player with a strong bias toward action; able to excel in ambiguous, fast-changing environments and shift seamlessly between high-level strategic thinking and detailed execution.
Highly organized, process-oriented, and disciplined, with the ability to balance competing priorities, make sound decisions, and adapt across diverse customer scenarios.
Ability to contextualize Asana use cases within different business units and change-management frameworks.
Curious and forward-thinking, with an interest in AI tools and emerging technologies and a willingness to learn, experiment, and apply them to improve productivity, collaboration, and decision-making.
At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply.
What we'll offer:
Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit.
For this role, the estimated base salary range is between $160,000-181,600. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified.
In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
We strive to provide equitable and competitive benefits packages that support our employees worldwide and include:
Mental health, wellness & fitness benefits
Career coaching & support
Inclusive family building benefits
Long-term savings or retirement plans
In-office culinary options to cater to your dietary preferences
These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
#LI-Remote
About us
Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong.
Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.
Auto-ApplyCustomer Success Manager, Named Accounts
New York, NY jobs
Our Customer Success Team is committed to helping customers adopt Asana as a collaborative work management platform. We strive to help all of our customers, across countries, industries, and functions, get the most value out of Asana over time.
We are looking for a Named Customer Success Manager (CSM) to help support and grow our largest and most strategic customers. As a Named CSM, you'll guide a portfolio of customers to deploy Asana successfully, adopt it widely across their organization, and ensure they continuously gain business value from Asana. You'll take ownership of customer outcomes by balancing customer needs with business objectives, proactively identifying risks, and developing creative solutions that drive mutual value and long-term success. By engaging your customers using a consultative approach, you'll position yourself as a preferred long-term strategic partner and serve as the trusted point of contact across their lifecycle: onboarding, value creation, and renewal.
Equipped with the knowledge of what it takes for customers to succeed with Asana, you will serve as the voice of your customers cross-functionally, providing feedback to the Product team and broader business. You'll exemplify an empathetic, customer-centric perspective to the entire Asana team.
This role can either be fully remote on the east coast depending on which US state you live in, or based in our New York office with an office-centric hybrid schedule. If based in-office: The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.
What you'll achieve
Develop and nurture relationships across a portfolio of strategic customers.
Partner with customers to identify their strategic goals and co-create impact plans with clear success metrics and engagement strategies.
Execute all phases of the customer journey; ensuring value through deployment strategies, change management, workflow design, business performance reviews, and roadmap consultations.
Collaborate with Sales to develop strategic account plans, nurture executive relationships, manage renewals, and explore expansion opportunities.
Develop and maintain an internal Champion Network or Center of Excellence within the customer's organization to help foster customer advocacy and facilitate customer testimonials or case studies.
Analyze customer usage to identify trends and drive targeted campaigns for enhanced engagement and product adoption to proactively identify risks and lead internal teams to create and execute corrective plans.
Serve as the voice of your customers by surfacing key trends and insights back to R&D and business teams.
Travel and meet customers on-site up to 25% of the time.
About you
Minimum 10 years of professional experience, with at least 5 years of demonstrated success in a SaaS-based Customer Success or Account Management role.
Experience working with large, complex enterprise-level accounts with a focus on the growth and implementation of large-scale technology solutions.
Prior experience managing a book of high-value customer relationships in post-sales or deployment services with the ability to drive customer success and align within complex customer environments at executive and department levels.
Ability to work with a broad range of stakeholders, from C-Suite and Asana administrators to functional leaders.
Customer-centric at your core - you're devoted to ensuring our customers' success and adoption of Asana and advocate for customers' needs .
Self-motivated, proactive team player. You are biased for action and work effectively in a highly ambiguous, ever-changing environment. You're able to zoom in on most granular details and also zoom out to understand the philosophy of how and why decisions are made.
Driven and process-oriented. You're able to effectively balance competing priorities and make decisions that best support Asana, the team, and the customer. You're flexible and able to efficiently switch contexts across customer scenarios.
At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply.
What we'll offer
Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit.
For this role, the estimated base salary range is between $160,000 - $181,600. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified.
In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
We strive to provide equitable and competitive benefits packages that support our employees worldwide and include:
Mental health, wellness & fitness benefits
Career coaching & support
Inclusive family building benefits
Long-term savings or retirement plans
In-office culinary options to cater to your dietary preferences
These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
About us
Asana helps teams orchestrate their work, from small projects to strategic initiatives. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named a Top 10 Best Workplace for 5 years in a row, is Fortune's #1 Best Workplace in the Bay Area, and one of Glassdoor's and Inc.'s Best Places to Work. After spending more than a year physically distanced, Team Asana is safely and mindfully returning to in-person collaboration, incorporating flexibility that adds hybrid elements to our office-centric culture. With 11+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong.
We believe in supporting people to do their best work and thrive, and building a diverse, equitable, and inclusive company is core to our mission. Our goal is to ensure that Asana upholds an inclusive environment where all people feel that they are equally respected and valued, whether they are applying for an open position or working at the company. We provide equal employment opportunities to all applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law. We also comply with the San Francisco Fair Chance Ordinance and similar laws in other locations.
#LI-Remote
Auto-ApplyCustomer Success Manager
New York, NY jobs
Trusted by 2,200+ financial institutions, Baselayer is the intelligent business identity platform that helps verify any business, automate KYB, and monitor real-time risk. Baselayer's B2B risk solutions & identity graph network leverage state & federal government filings and proprietary data sources to prevent fraud, accelerate onboarding, and lower credit losses.
About You:
You thrive in the details and live for turning problems into systems. You're the first to notice when a customer is stuck, and the first to unblock them. You want to own the customer experience end-to-end - from onboarding to troubleshooting to making sure the product just works. You're not afraid of technical topics, you know how to explain things clearly, and your feedback instincts are top notch. You care about every touchpoint a customer has with Baselayer and want to make it better.
2-5 years experience in customer success, support, or technical delivery roles in a SaaS or fintech environment.
You're the kind of person who runs toward customer issues, not away from them.
Excellent communicator with high responsiveness and a calm presence under pressure.
You build trust quickly and know how to establish lasting relationships across all levels of a customer organization.
Strong organizational skills - you're comfortable managing multiple accounts, timelines and systems at once.
Comfortable with light technical troubleshooting and working with product/engineering teams.
You're energized by a fast-paced, high-stakes environment and love delivering value under pressure.
Highly feedback-oriented - we believe in radical candor and using feedback to get to the next level.
You're hungry for equity, a seat at the table, and the chance to build from 0 to 100.
Responsibilities:
Be the first line of defense for customer issues - triage, respond, resolve, and follow up fast.
Run onboarding sessions that are clear, confident, and set customers up for success.
Become a trusted advisor to our customers by understanding their workflows and goals.
Proactively track implementation timelines and mitigate risks by coordinating across customers and internal teams.
Escalate product bugs or gaps to the right internal teams and close the loop with customers.
Track and communicate customer pain points - and advocate for fixes.
Write clear, helpful documentation and support content that scales.
Collaborate with sales and solutions to ensure seamless handoff and ongoing success.
Make Baselayer's support experience as beloved as our product.
Benefits:
Time off when you need it: Flexible PTO so you can recharge without red tape.
In-person energy: We're based in NYC and meet in the office 3-5 days a week - but flexible remote work is always on the table.
Competitive compensation: We pay well and back it with equity - we want you to think and act like an owner.
Career rocket fuel: You'll help build the foundation of a high-growth startup, working side by side with experienced founders and team members who've done it before.
A seat at the table: We believe in transparency, radical candor, and giving every team member a voice.
Salary Range:
$120k - $150k, Plus Commission | Equity: 0.05% - 0.25%
Auto-ApplyCustomer Success Manager - Public Sector (McLean, VA)
McLean, VA jobs
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 Customer Success Manager 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 Customer Success Manager, your task will be to ensure progress against key customer outcomes, identify and mitigate various types of risks to customer success, 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, success management, 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
Auto-ApplyCustomer Success Manager II
New York, NY jobs
What We're Looking For: Begin your career as a Customer Success Manager II at Meltwater, where each day is dedicated to ensuring the continued success and satisfaction of our valued customers. We're searching for driven individuals to join our team and play a pivotal role in delivering exceptional experiences. As a Customer Success Manager II, your focus will be on driving impactful outcomes through product adoption, implementing risk mitigation strategies, and conducting user training.
At Meltwater, we offer more than just a job-it's a pathway to personal and professional growth. Immerse yourself in an environment that cultivates your talents, fosters mentorship, and advocates for inclusive leadership principles. Engage with seasoned account managers and resilient leaders who are committed to supporting your journey of development.
Join our team and become part of a diverse community that celebrates your unique contributions and empowers you to reach new heights.
What You'll Do:
* Collaborate with internal stakeholders, including Renewal Managers and Account Managers, to align customer needs effectively.
* Provide strategic guidance and support to ensure comprehensive adoption of Meltwater solutions, maximizing value for customers.
* Empower clients with tools and resources to cultivate strong advocacy, enhancing billing relationships.
* Foster a deep understanding of customers' organizational context and objectives through close collaboration, tailoring solutions to their unique needs.
* Seamlessly partner with the Account Manager team to identify upselling and cross-selling opportunities, driving overall customer account growth.
* Proactively engage with accounts ahead of renewal dates to support renewals, mitigate risks, and address 'at-risk' accounts.
* Take ownership of customer account gross retention, prioritizing high levels of satisfaction and loyalty.
* Drive client engagement and product adoption to ensure ongoing value delivery.
* Conduct thorough onboarding and training sessions for new customers, facilitating seamless integration with Meltwater solutions.
* Gather customer feedback through executive business reviews, fostering continuous improvement and addressing evolving needs.
* Identify expansion opportunities and communicate them to Account Managers, contributing to the growth and success of customer accounts.
What You'll Bring:
* A Bachelor's degree or higher is preferred for this role, empowering you to demonstrate your academic prowess and contribute effectively.
* Demonstrated expertise in customer success, account management, or a related field, backed by at least 3 years of hands-on experience in account management.
* Exceptional communication and interpersonal skills, enabling the establishment and maintenance of strong customer relationships.
* Results-driven mindset, dedicated to achieving customer satisfaction and fostering their success.
* Proactive approach in identifying and addressing customer needs and opportunities promptly.
* Collaborative spirit, adept at working closely with cross-functional teams to ensure seamless customer success.
* Excellent written and verbal communication skills in English.
* Willingness to embrace a flexible work schedule. We require that you are in office most weeks 3 days per week with flexibility to 5 days per week based on team and business priorities.
* The ability to legally work in the country of hire is required for this position.
What We Offer:
* Enjoy comprehensive paid time off that allows you to have an enhanced work-life balance.
* Excellent medical, dental, and vision options
* 401(k) matching, life insurance, commuter benefits, and parental leave plans
* Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters.
* Energetic work environment with a hybrid work style, providing the balance you need.
* Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career
Compensation Overview
* Competitive Compensation: Base Salary of $53,000 - $71,000 USD per year + quarterly commission subject to the terms of the applicable bonus plan.
* Total compensation range for this position: $88,500 - $118,000 USD per year. Earnings are dependent on individual sales performance.
Our Story
At Meltwater, we believe that when you have the right people in the right environment, great things happen.
Our best-in-class technology empowers our 27,000 customers around the world to make better business decisions through data. But we can't do that without our global team of developers, innovators, problem-solvers, and high-performers who embrace challenges and find new solutions for our customers.
Our award-winning global culture drives everything we do and creates an environment where our employees can make an impact, learn every day, feel a sense of belonging, and celebrate each other's successes along the way.
We are innovators at the core who see the potential in people, ideas and technologies. Together, we challenge ourselves to go big, be bold, and build best-in-class solutions for our customers.
We're proud of our diverse team of 2,200+ employees in 50 locations across 25 countries around the world. No matter where you are, you'll work with people who care about your success and get the support you need to unlock new heights in your career.
We are Meltwater. Inspired by innovation, powered by people.
Equal Employment Opportunity Statement
Meltwater is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: At Meltwater, we are dedicated to fostering an inclusive and diverse workplace where every employee feels valued, respected, and empowered. We are committed to the principle of equal employment opportunity and strive to provide a work environment that is free from discrimination and harassment.
All employment decisions at Meltwater are made based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, marital status, veteran status, or any other status protected by the applicable laws and regulations.
Meltwater does not tolerate discrimination or harassment of any kind, and we actively promote a culture of respect, fairness, and inclusivity. We encourage applicants of all backgrounds, experiences, and abilities to apply and join us in our mission to drive innovation and make a positive impact in the world.
Customer Success Manager, Academic
New York jobs
Customer Success Manager, Academia Location: New York, Hybrid. 2 days a week in the office (must be within 1.5 hr commute)
At Prolific, our marketplace is rooted in academia, and that commitment runs deep. Alongside our work to accelerate the future of AI, we're continuing to redefine how the world conducts academic research.What started as a research-driven idea has evolved into the world's most trusted infrastructure for human data. Today, tens of thousands of researchers from top universities across the globe rely on Prolific to power their work, from peer-reviewed studies to the next generation of technological breakthroughs. We're doubling down on our mission to serve the academic community, deepening relationships, building smarter tools, and making high-quality human data more accessible than ever.
The role
As an Academic Customer Success Manager at Prolific, you will develop existing relationships with academic researchers and proactively source new relationships with key stakeholders across US institutions. Your primary goal will be to drive adoption and increase revenue by identifying and engaging potential customers through outreach, meeting them face-to-face, developing deep insights into their institutional and research needs, and expanding Prolific's reach within target institutions.
You will identify opportunities to engage new researchers and teams, facilitate feature adoption, and support studies on-site. Working closely with colleagues across the business, you'll ensure that customer feedback is relayed to internal teams, playing a key role in Prolific's growth within the US academic market.
What you'll be doing to the role
Define and implement strategies to achieve product usage, revenue growth, and customer satisfaction goals through key customer retention and expansion.
Cultivate relationships with high-potential academic customers, proactively sourcing and developing new contacts within target institutions via 1:1 outreach, networking, events, and marketing initiatives.
Engage wider buying committees within academic institutions (e.g., procurement, finance, IT) to explore committed contract opportunities.
Develop and execute initiatives to increase Prolific's visibility and awareness at selected academic institutions in the USA.
Manage bid responses for projects and Statements of Work (SOWs) within your named account list.
Advocate for customer needs internally, and maintain feedback loops between Customer Success and Product R&D teams.
Collaborate with UK-based Academic colleagues to manage and grow the overall Academic book of business.
What you'll bring to the role
Experience working with academic researchers, higher education institutions, or public sector organizations.
Proven track record of exceeding expectations against commercial targets in a customer-facing role in a B2B technology company (customer success, sales).
Demonstrated ability to build and manage a network of contacts within academia, starting from cold outreach.
Great listening and communication skills, ability to build strong relationships with customers.
Proven track record of initiating and leading successful growth and retention initiatives, working with a cross-functional team.
A desire to grow and learn fast.
Energized when speaking face-to-face & running workshops.
A personal interest in research.
Why Prolific is a great place to work
We've built a unique platform that connects researchers and companies with a global pool of participants, enabling the collection of high-quality, ethically sourced human behavioral data and feedback. This data is the cornerstone of developing more accurate, nuanced, and aligned AI systems.
We believe that the next leap in AI capabilities won't come solely from scaling existing models, but from integrating diverse human perspectives and behaviors into AI development. By providing this crucial human data infrastructure, Prolific is positioning itself at the forefront of the next wave of AI innovation - one that reflects the breath and the best of humanity.
Working for us will place you at the forefront of AI innovation, providing access to our unique human data platform and opportunities for groundbreaking research. Join us to enjoy a competitive salary, benefits, and remote working within our impactful, mission-driven culture.
Links to more information on Prolific
Benefits
External Handbook
Website
Youtube
Privacy Statement
By submitting your application, you agree that Prolific may collect your personal data for recruiting and global organization planning. Prolific's Candidate Privacy Notice explains what personal information Prolific may process, where Prolific may process your personal information, its purposes for processing your personal information, and the rights you can exercise over Prolific's use of your personal information.
Auto-ApplyExecutive Customer Success Manager
Virginia jobs
Genesys empowers organizations of all sizes to improve loyalty and business outcomes by creating the best experiences for their customers and employees. Through Genesys Cloud, the AI-powered Experience Orchestration platform, organizations can accelerate growth by delivering empathetic, personalized experiences at scale to drive customer loyalty, workforce engagement, efficiency and operational improvements.
We employ more than 6,000 people across the globe who embrace empathy and cultivate collaboration to succeed. And, while we offer great benefits and perks like larger tech companies, our employees have the independence to make a larger impact on the company and take ownership of their work. Join the team and create the future of customer experience together.
Executive Customer Success Manager (Individual Contributor)
Location: Remote / Hybrid - United States
Bring your passion for customer success to Genesys
At Genesys, we're reimagining what's possible in customer and employee experience. Our cloud, AI, and digital orchestration solutions help organizations in more than 100 countries deliver the kind of service that builds trust, loyalty, and lasting relationships.
We're looking for an Executive Customer Success Manager (CSM) who's passionate about helping customers transform the way they connect with their customers and employees. This is a strategic, high-impact individual contributor role focused on guiding our largest and most complex enterprise customers toward measurable success with Genesys Cloud CX.
If you love partnering with executive stakeholders, driving adoption, and delivering tangible business outcomes - we'd love to meet you.
What You'll Do
Be a Trusted Advisor
Strong executive presence with proven ability to operate credibly at the C-suite level while managing complex delivery programs. The successful candidate will excel at working with C-level stakeholders to building strong, trust-based relationships. This involves regular, clear communication tailored to their strategic priorities, and a deep understanding of their business goals. By positioning yourself as a trusted advisor, you can offer insights that align Genesys AI powered Experience Orchestration Platform's capabilities with the customer's long-term vision. This collaborative approach not only strengthens the partnership but also ensures that C-level stakeholders see you as an essential contributor to their success.
Drive Value and Outcomes
Create and execute success plans that help customers achieve measurable ROI and realize the full potential of Genesys Cloud CX and AI capabilities.
Lead Executive Engagements
Deliver compelling executive business reviews, sharing insights, benchmarks, and recommendations that connect technology performance to strategic impact.
Collaborate Across Genesys
The role will work side by side with the Genesys Senior Account Executive to jointly drive success across the customer account. You will orchestrate cross-functional delivery and success teams including Customer Success Managers (CSMs), Technical Account Managers (TAMs), Professional Services, and Consultants. The Senior Director will manage the end-to-end customer lifecycle - from onboarding through transformation - while driving AI adoption, innovation, and revenue expansion.
Ensure Retention and Growth
Anticipate risks, address challenges early, and champion renewals and expansions in partnership with Account Executives.
Be the Voice of the Customer
Advocate for customer needs internally - influencing roadmaps and innovation across Genesys.
What You'll Bring
12+ years of experience in Customer Success, Account Management, or Strategic Consulting, managing enterprise or global accounts
Deep understanding of SaaS, cloud, or CX/contact center technologies
Proven success building and influencing relationships with C-level executives and senior stakeholders
Strong business acumen and the ability to link technology investments to business value
Excellent communication, storytelling, and executive presentation skills
A proactive, self-starter attitude with a bias for action and collaboration
Bachelor's degree, MBA, or equivalent experience preferred
Why You'll Love Working at Genesys
You'll join a global leader in Experience as a Service℠, shaping the future of customer engagement
You'll work with innovative teams that blend AI, analytics, and empathy to drive transformation
You'll make an impact on some of the world's most recognized brands
You'll enjoy a culture built on trust, inclusion, and growth
At Genesys, we believe that every customer experience can be made extraordinary - and that starts with the people behind it.
Compensation:
This role has a market-competitive salary with an anticipated base compensation range listed below. Actual salaries will vary depending on a candidate's experience, qualifications, skills, and location. This role might also be eligible for a commission or performance-based bonus opportunities.
$161,800.00 - $300,600.00
Benefits:
Medical, Dental, and Vision Insurance.
Telehealth coverage
Flexible work schedules and work from home opportunities
Development and career growth opportunities
Open Time Off in addition to 10 paid holidays
401(k) matching program
Adoption Assistance
Fertility treatments
Click here to view a summary overview of our Benefits.
If a Genesys employee referred you, please use the link they sent you to apply.
About Genesys:
Genesys empowers more than 8,000 organizations worldwide to create the best customer and employee experiences. With agentic AI at its core, Genesys Cloud™ is the AI-Powered Experience Orchestration platform that connects people, systems, data and AI across the enterprise. As a result, organizations can drive customer loyalty, growth and retention while increasing operational efficiency and teamwork across human and AI workforces. To learn more, visit ****************
Reasonable Accommodations:
If you require a reasonable accommodation to complete any part of the application process, or are limited in your ability to access or use this online application and need an alternative method for applying, you or someone you know may contact us at reasonable.accommodations@genesys.com.
You can expect a response within 24-48 hours. To help us provide the best support, click the email link above to open a pre-filled message and complete the requested information before sending. If you have any questions, please include them in your email.
This email is intended to support job seekers requesting accommodations. Messages unrelated to accommodation-such as application follow-ups or resume submissions-may not receive a response.
Genesys is an equal opportunity employer committed to fairness in the workplace. We evaluate qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, marital status, domestic partner status, national origin, genetics, disability, military and veteran status, and other protected characteristics.
Please note that recruiters will never ask for sensitive personal or financial information during the application phase.
Auto-ApplyCustomer Success Account Manager
Richmond, VA jobs
Your Future. Secured. ISC2 is a force for good. As the world's leading nonprofit member organization for cybersecurity professionals, our core values - Integrity, Advocacy, Commitment, Diversity, Equity & Inclusion and Excellence - drive everything we do in support of our vision of a safe and secure cyber world. Our globally recognized, award-winning portfolio of certifications provide an independent and globally recognized endorsement of cybersecurity knowledge, skills and experience for all career levels. Our charitable arm, the Center for Cyber Safety and Education, enables ISC2 and our members to serve the public by educating the most vulnerable about cyber risks and empowering access to enter and thrive in the cyber profession. Learn more at ISC2 online and connect with us on Twitter, Facebook and LinkedIn. When you join ISC2, you'll demonstrate your commitment to an inclusive and equitable environment. Your support of the unique perspectives and experiences shared by our global cybersecurity workforce and profession will be recognized. We invite you to take an active role in helping us create a true sense of belonging across our organization - an environment of authenticity, trust, empowerment and connectedness that empowers all of our successes. Learn more.
**Position Summary**
The Customer Success Account Manager is responsible for driving customer satisfaction, retention, and growth across assigned accounts. You will ensure seamless delivery of services, proactive account management, and measurable customer outcomes. You will also combine strong organizational skills with customer-facing experience, and a results-driven mindset.
**This position is not available to residents of** **California** **.**
**Responsibilities**
**Customer Retention & Success**
+ Serve as the primary point of contact for assigned accounts, ensuring ongoing satisfaction and long-term retention.
+ Conduct regular **account reviews** to assess customer goals, usage, and outcomes, providing actionable recommendations.
+ Increase exam completion rates by monitoring learner progress, removing barriers, and providing engagement strategies.
**Delivery Fulfillment**
+ **Facilitate service delivery** by coordinating instructor assignments, tracking of client expected training schedules, and ensuring all logistics are in place.
+ Manage preparation and distribution of training materials, ensuring accurate and timely delivery to customers.
+ Partner with internal operations, instructors, and vendors to guarantee a seamless customer experience.
**Account Operations**
+ Oversee the **day-to-day management** of accounts, including processing orders, running reports, and maintaining accurate records in CRM systems.
+ Track customer utilization, training fulfillment, and certification outcomes to ensure contractual obligations are met.
+ Develop and deliver account-level reporting on performance, usage, and ROI.
**Growth & Lead Generation**
+ Identify upsell and cross-sell opportunities through regular account engagement and success planning and engage sales partners to close.
+ Partner with Sales and Business Development to generate **qualified leads** and expand existing customer relationships.
+ Share customer insights and success stories to support marketing and sales initiatives.
Perform miscellaneous duties as assigned
**Behavioral Competencies**
+ Excellent written oral communication/presentation, and relationship-building skills
+ Strong project management and organizational skills, with the ability to juggle multiple priorities
+ Professionalism with a high degree of business savvy and strong demonstration of intellect, executive presence and sales acumen
+ High sense of urgency. Willingness to do what it takes to meet revenue goals while maintaining the absolute highest standards in terms of honesty, integrity and business ethics
+ Strong interpersonal skills with both customers and our internal team members alike, exhibiting focus and drive for business building and working collaboratively with employees to grow the business
+ Self-starter who provides creative and pragmatic solutions to business issues and problems
+ A positive, results-oriented attitude, with a sense of enthusiasm
**Qualifications**
+ Experience in education, certification, training services, Cyber strongly preferred
+ Proficiency with CRM systems, reporting tools, and order processing workflows
**Education and Work Experience**
+ Bachelor's degree in related field preferred, or equivalent work experience
+ 5+ years in Customer Success, Account Management, Training Delivery Coordination, or similar role
**Physical and Mental Demands**
+ 25% travel required; this may increase where needed and may be required on short notice
+ Remain in a stationary position, often standing or sitting, for prolonged periods
+ Work extended hours when needed
+ Regular use of office equipment such as a computer/laptop and monitor computer screens
**Equal Employment Opportunity Statement**
All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic as protected by applicable law. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
**Job Locations** _US-Remote_
**Posted Date** _2 months ago_ _(10/21/2025 8:14 AM)_
**_Job ID_** _2025-2190_
**_\# of Openings_** _2_
**_Category_** _Sales_
Customer Success Manager
New York, NY jobs
JOB TITLE: Customer Success Manager / Associate REPORTS TO: Associate Director, Customer Success DEPARTMENT: Customer Experience HOURS: 40 Hours FLSA STATUS: Exempt
SALARY: $125k - $165k
We are seeking a proactive and relationship-driven Customer Success Manager (CSM) with proven
experience in the healthcare industry. This is a dual capacity role, driving engagement, satisfaction,
product adoption and customer retention while supporting new customer acquisition efforts. The primary
focus will be on enhancing engagement with community and health industry partners, both existing and
prospective, across various initiatives and services. On site support extends to Customer, Community, City
and State initiatives serving as a trusted advisor, deeply understanding the unique needs of healthcare
organizations, research, and public health collaborations. The key priority is creating opportunities to
generate revenue and deliver greater value through helping them align our solutions with their business
goals.
KEY RESPONSIBILITIES:
• Provide essential support to the Corporate Strategic initiatives including those related to Participant
based projects.
• Proactively engage potential partners and customers, effectively communicating the value
proposition of Healthix's offerings and services.
Build and cultivate strong, trusted relationships with customers, serving as their primary contact.
Understand customer workflows, business initiatives and challenges and develop strategies to guide
product adoption.
Lead seamless onboarding processes for new customers and identify upsell opportunities among
existing customers.
Generate sales materials, including presentations, proposals, and collateral, to support the sales
process and effectively communicate key messages.
Develop and nurture strong relationships with key stakeholders, including C-suite executives,
Clinicians, and IT professionals
Develop and maintain a healthy sales pipeline with qualified leads and opportunities at various stages
of the sales cycle.
Partner with product and project management teams to ensure alignment on customer success
strategies and objectives.
Monitor customer satisfaction, product usage and engagement metrics, while proactively identifying
and mitigating risks.
Develop a thorough understanding of the value of Healthix products and customer utilization to
deliver and drive outcomes.
• Conduct regular business reviews and feedback sessions to strengthen relationships and inform
product development/enhancements.
• Maintain detailed documentation in CRM systems (i.e. Salesforce) and create reports and
dashboards to track performance.
Must participate in person customer engagement events such as Health Fairs and conferences.
QUALIFICATIONS:
Bachelor's Degree in Healthcare Administration, Business or related field.
Minimum of four (4+) years experience in a customer success, account management, relationship
management or business development role, preferably in a healthcare or health IT environment.
Experience supporting large health systems, payers or provider networks.
Five to ten in-person customer visits required per quarter with a minimum of 20 visits per calendar
year (customer visits meet criteria)
Ability to travel to local/nationwide conferences as required.
Excellent verbal and written communication skills to effectively convey information to customers.
Comfortable presenting to senior leadership, including C-suite executives.
Strong understanding of healthcare organizations, operations, terminology and technical concepts.
Skilled in managing multiple customer accounts and competing priorities in a dynamic environment.
Strong analytical and problem-solving abilities to address challenges and provide effective solutions.
Experience working with EHRs, clinical portals or health data systems.
Self-motivated with the ability to work independently in a hybrid work environment.
Proficient in Microsoft Office (Word, Excel, PowerPoint and Outlook) and Salesforce.
(New York) Sr. Customer Success Manager I, RMM
New York, NY 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 Customer Success Manager, 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 Customer Success Manager at Toast, you are flexible, a customer champion, and excel in ambiguous environments!
The Regional Mid-Market (RMM) segment operates in a highly cross-functional role responsible for a regionally based book of business, ranging from 16-50 locations. As a Customer Success Manager, 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)
* Build multiple layers of relationships with the customer, including Toast execs, as needed, and maintain daily database entries through Salesforce
* Retain SaaS revenue through consultative engagement and product recommendation by understanding needs of each customer
* Drive activation and adoption across Toast product suite by analyzing product module usage and leverage internal tools/customer marketing strategies
* Leverage your Toast product knowledge to facilitate customer demos and ensure the customer is getting the most out of their Toast experience
* Partner with internal leadership teams to own customer escalations to resolution, provide regular Voice of Customer feedback, and facilitate customer references/referrals
* Build cross-functional partnerships and collaborate closely to engage customers when necessary
Do you have the right ingredients*? (Requirements)
* 6+ years account management experience
* Mid-Market or Enterprise customer management experience
* Strong leadership, teamwork, and cross-departmental collaboration skills
* Strong communication and presentation skills that meet expectations of corporate teams and C-suite executives.
* Success operating independently and navigating competing priorities in a constantly changing environment
* 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)
* Experience providing technology or SaaS solutions to a client base
* Restaurant experience
* Experience managing customers in Mid-Market, Top SMB, or Enterprise segments
* 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
$96,000-$96,000 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.
(New York) Sr. Customer Success Manager I, RMM
New York, NY 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 Customer Success Manager, 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 Customer Success Manager at Toast, you are flexible, a customer champion, and excel in ambiguous environments!
The Regional Mid-Market (RMM) segment operates in a highly cross-functional role responsible for a regionally based book of business, ranging from 16-50 locations. As a Customer Success Manager, 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)
Build multiple layers of relationships with the customer, including Toast execs, as needed, and maintain daily database entries through Salesforce
Retain SaaS revenue through consultative engagement and product recommendation by understanding needs of each customer
Drive activation and adoption across Toast product suite by analyzing product module usage and leverage internal tools/customer marketing strategies
Leverage your Toast product knowledge to facilitate customer demos and ensure the customer is getting the most out of their Toast experience
Partner with internal leadership teams to own customer escalations to resolution, provide regular Voice of Customer feedback, and facilitate customer references/referrals
Build cross-functional partnerships and collaborate closely to engage customers when necessary
Do you have the right
ingredients*
? (Requirements)
6+ years account management experience
Mid-Market or Enterprise customer management experience
Strong leadership, teamwork, and cross-departmental collaboration skills
Strong communication and presentation skills that meet expectations of corporate teams and C-suite executives.
Success operating independently and navigating competing priorities in a constantly changing environment
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)
Experience providing technology or SaaS solutions to a client base
Restaurant experience
Experience managing customers in Mid-Market, Top SMB, or Enterprise segments
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$96,000-$96,000 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.
Auto-ApplyFuture Opportunity - Strategic Customer Success Manager, Enterprise (Financial Services)
New York, NY jobs
Who are we? Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.
Summary
Smarsh is seeking a Strategic Senior Customer Success Manager to join our Enterprise Customer Success organization. As part of the organization, you will be delivering customer outcomes to our top enterprise accounts and working with Fortune 500 caliber clients across the world. This includes end-to-end customer life cycle managing customer adoption and growth, health, governance, and retention in partnership with your Account Executives. You are customer's consultant and trusted partner who can navigate complex business objectives and develop them into Smarsh champions.
How will you contribute?
* Create value for the customer by knowing, tracking, and managing customer's business objectives tied to Smarsh solutions.
* Know your accounts and their organization structure. Establish, maintain and grow senior executive relationships for your accounts.
* Partner with Account Executive to develop long-term strategic account plan and lead substantial portions of the strategic account plan.
* Drive and track customer adoption of Smarsh products and services.
* Proactively identifying strategic growth opportunities while providing value with what the customer has today.
* Measure and report on customer health.
* Identify appropriate steps or resources and lead effort to improve customer health.
* Proactively identify At Risk Clients and define escalation and remediation plans. This includes any cross-departmental collaboration as needed.
* Establish and oversee a comprehensive customer governance structure with clear processes, cadence, and communication channels including Executive Business Reviews.
* Take ownership for resolving customer issues; Partner with other internal teams to ensure escalated issues are being resolved in a timely manner.
* Lead weekly or monthly meetings for assigned accounts, including 1-on-1s with key customer contacts.
* Negotiate complex renewal terms.
* Adhere to defined CSM processes, metrics, and tools.
* Track activities in CRM tools and accurately log outcomes of customer discussions.
* Consistently meet or exceed target customer activity metrics and SLO's.
* Identify best practices and coach throughout Customer success team.
* Work as part of a collaborative team and provide feedback for improvement to internal stakeholders.
* Other duties as assigned.
What will you bring?
* 10+ years' experience in a customer-facing role, preferably in B2B and/or SaaS environments.
* BA/BS degree in business/technology or comparable experience and 5+ years' experience in customer success.
* Understanding of Banks, Broker Dealers, Hedge Funds, Private Equity, FinTech, VC funds and their respective technology needs is a big advantage.
* Extremely strong oral and written communication skills.
* Intellectual Curiosity and technical acumen.
* Skilled at matrix management and using leadership skills to achieve goals.
* Demonstrated mastery of organization skills.
* Confident in juggling multiple tasks.
* Ability to quickly understand questions and problem solving.
* Proven results in driving customer health and satisfaction resulting in loyalty and advocacy.
* Knowledge of working in tools like Salesforce, Gainsight and Jira.
$160,000 - $180,000 a year
The above salary range represents Smarsh's good faith and reasonable estimate of the range of possible base compensation at the time of posting.
Any applicable bonus programs will be discussed during the recruiting process.
The salary for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, location, specialty and training. Local cost of living assessments are done for each new hire at the time of offer.
About our culture
Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world's leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
Enterprise Customer Success Manager - East (French Speaking)
New York, NY jobs
As an Enterprise Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our largest and most strategic customers. You'll advocate for the customer internally and focus on a positive customer experience. Interactions are rooted in relationship-management, first and foremost, while also advocating for growth opportunities. Enterprise Customer Success Managers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product.
At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them.
What You'll Do:
Partner with Enterprise Account Executive and Solution Engineering teams to onboard, train, and proactively drive adoption with our Enterprise customers
Proactively build relationships with customers to achieve loyalty and advocacy within their organization
Collaborate cross-functionally with internal Datadog teams (sales, support, enablement, product, finance, and legal)
Own and project manage the on-boarding process for new customers
Become a trusted advisor to the client and partner in building a clear and concise plan to meet their business goals
Monitor and analyze usage trends to uncover renewal risks and identify opportunity for contract growth/optimization
Who You Are:
Customer-centric with 3+ years in a Customer Success or Account Management role
Able to manage a wide portfolio of accounts rolling up to large enterprise corporate accounts
Knowledgeable in working with Fortune 1000 companies and global brands across all industries
A strong communicator with exceptional attention to detail and an ability to cater to a specific audience, including CTO, VP of Engineering and DevOps professionals
Experienced in the B2B tech space or with SaaS companies
Able to travel for customer onsite visits and events as required
Fluent in written and spoken English and French
Datadog values people from all walks of life. We understand not everyone will meet all the above qualifications on day one. That's okay. If you're passionate about technology and want to grow your skills, we encourage you to apply.
Benefits and Growth:
Best-in-breed onboarding
Generous global benefits
Intra-departmental mentor and buddy program for in-house networking
New hire stock equity (RSUs) and employee stock purchase plan (ESPP)
Continuous professional development, product training, and career pathing
An inclusive company culture, able to join our Community Guilds and Inclusion Talks
Benefits and Growth listed above may vary based on the country of your employment and the nature of your employment with Datadog.
Datadog offers a competitive salary and equity package, and may include variable compensation. Actual compensation is based on factors such as the candidate's skills, qualifications, and experience. In addition, Datadog offers a wide range of best in class, comprehensive and inclusive employee benefits for this role including healthcare, dental, parental planning, and mental health benefits, a 401(k) plan and match, paid time off, fitness reimbursements, and a discounted employee stock purchase plan.
The reasonably estimated yearly salary for this role at Datadog is:$101,400-$148,700 USD
About Datadog:
Datadog (NASDAQ: DDOG) is a global SaaS business, delivering a rare combination of growth and profitability. We are on a mission to break down silos and solve complexity in the cloud age by enabling digital transformation, cloud migration, and infrastructure monitoring of our customers' entire technology stacks. Built by engineers, for engineers, Datadog is used by organizations of all sizes across a wide range of industries. Together, we champion professional development, diversity of thought, innovation, and work excellence to empower continuous growth. Join the pack and become part of a collaborative, pragmatic, and thoughtful people-first community where we solve tough problems, take smart risks, and celebrate one another. Learn more about #DatadogLife on Instagram, LinkedIn, and Datadog Learning Center.
Equal Opportunity at Datadog:
Datadog is proud to offer equal employment opportunity to everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, and other characteristics protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Here are our Candidate Legal Notices for your reference.
Datadog endeavors to make our Careers Page accessible to all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please complete this form. This form is for accommodation requests only and cannot be used to inquire about the status of applications.
Privacy and AI Guidelines:
Any information you submit to Datadog as part of your application will be processed in accordance with Datadog's Applicant and Candidate Privacy Notice. For information on our AI policy, please visit Interviewing at Datadog AI Guidelines.
Auto-ApplySenior / Lead Customer Success Manager
New York, NY jobs
An outstanding opportunity for a Customer Success Manager - ideally with a legal background or exposure to the legal sector - to join a market -leading, disruptive software company based in Manhattan, New York. This is an exciting time to join a high -growth business, offering excellent training, career development, and the chance to work alongside some of the brightest minds in the industry. You'll be supporting a predominantly legal client base, ensuring a seamless customer experience, driving user adoption, and helping clients get the most out of this cutting -edge technology.
Location: New York, Manhattan - initially full -time in the office, after 3 months, hybrid can be discussed
Salary: $120,000 - $140,000 basic per annum + OTE + healthcare, pension, etc.
Requirements for Senior / Lead Customer Success Manager
Experienced in a Customer Success Management or similar role, ideally in a SaaS organisation
Any background (academic or commercial) relating to legal or law would be incredibly beneficial - if you have legal experience and want to move into CSM then we would also love to hear from you.
This company values an excellent academic history so is looking for a 3.5+ GPA bachelors from an internationally renowned University in a STEM, Law or related discipline
Fantastic academic history through High School & University (please ensure all achievements are listed on your resume)
Excellent customer -facing skills with a natural ability to build rapport
You believe in ensuring an excellent customer experience
A motivated self -starter with a problem -solving attitude; and a continuous desire to quickly turn any customer issue into a positive experience
Ability to work with autonomy and as part of a team
Brilliant communication skills with fluent spoken and written English
Responsibilities for Senior / Lead Customer Success Manager:
You will be the main point of contact, providing an excellent customer experience. You will be liaising with clients, sales team and technical teams
Execute seamless handovers between pre -sales and post -sales
Help clients get the most out of the software product, overseeing customer engagement and fostering client relationships
Solve client problems and resolve issues/queries quickly and help with user adoption
Act as a voice for the customer, providing insights to internal teams to enhance service delivery
Maximise customer renewals through user engagement
What this offers
Working for an industry -leading software company that has a fantastic track record of successfully hiring and training graduates
Opportunity to progress into a leadership role. You will be able to manage multiple teams across international offices
A good remuneration and benefits package
Applications:
If you would like to apply for this unique Customer Success Manager opportunity, we would love to hear from you. Please send an up -to -date CV via the relevant link.
We're committed to creating an inclusive and accessible recruitment process. If you require reasonable adjustments for your application or during the review process, please highlight this by emailing (if this email address has been removed by the job -board, full details for contact are available on our website).
Keywords: Customer Success Manager / Client Relationship Manager / Customer Experience Advocate / Client Success Specialist / Customer Satisfaction Director / Account Growth Manager / Client Support Coordinator / Customer Retention Specialist / Account Success Manager / Client Engagement Consultant / Legal / Law / Laywer / Paralegal / Customer Service Strategist / Technical Consultant / Customer onboarding / Technical Support / Account Management / Customer Relationship Management
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RedTech Recruitment Ltd focus on finding roles for Engineers and Scientists. Even if the above role isn't of interest, please visit our website to see out other opportunities.
We are an equal opportunity employer and value diversity at RedTech. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status
Sr Customer Success Manager
Amsterdam, NY jobs
Since its inception in 2003, driven by visionary college students transforming online rent payment, Entrata has evolved into a global leader serving property owners, managers, and residents. Honored with prestigious awards like the Utah Business Fast 50, Silicon Slopes Hall of Fame - Software Company - 2022, Women Tech Council Shatter List, our comprehensive software suite spans rent payments, insurance, leasing, maintenance, marketing, and communication tools, reshaping property management worldwide.
Our 2200+ global team members embody intelligence and adaptability, engaging actively from top executives to part-time employees. With offices across Utah, Texas, India, Israel, and the Netherlands, Entrata blends startup innovation with established stability, evident in our transparent communication values and executive town halls. Our product isn't just desirable; it's industry essential. At Entrata, we passionately refine living experiences, uphold collective excellence, embrace boldness and resilience, and prioritize different perspectives, endeavoring to craft a better world to live in.
Entrata's Customer Success department is seeking a dynamic leader / Customer Success Manager to join our EMEA office in Amsterdam, the Netherlands. This role will have a double focus. Firstly, to manage and act as a primary point of contact (post-sales) for a select set of existing high-value European customers ensuring they are successful with the Entrata platform. Secondly, to help continue to drive the direction of the EMEA CS department, working closely with EMEA and Global Leadership on building our scalable operational blueprint for the region. Key to success are the strong relationships you will forge with EMEA team members, customers, and the many cross functional partners based in Europe and the United States.
What you will do
* Manage a portfolio of strategic customers, ensuring that their objectives and needs are met
* Conduct regular meetings with your customers to review solution performance and provide best practice recommendations
* Create a tailored success plan, in partnership with Sales, to secure continued success and growth of your customer portfolio
* Advise customers on process and system risks based on organizational constraints and develop solutions to mitigate risks
* Lead and participate in cross functional meetings regarding client services and product strategy
* Support team members collaboration with Development and Product teams to ensure that the Entrata platform continues to evolve and meet the needs of our customers
* Travel with your respective team members to visit their customers as required
* Act a as mentor and coach new EMEA team members
* Maintain a high-level knowledge of each of the Entrata offerings and configuration options
* Offer thought leadership at industry events and customer conferences
Who you are
* Minimum 5 years Customer Success or experience within a consultative customer facing role, ideally within a SaaS or Tech based company
* Ability to think strategically, to navigate through and understand complex business goals
* Proven experience managing teams or within a team leadership capacity
* Fluent English in combination with either German, French, Spanish or Dutch at a native level
* Willingness and understanding of what it means to operate in a scale-up environment
* Knowledge of Multifamily Industry or Prop Tech solutions considered an advantage
* Ability to travel up to 20% of the time
Members of the Entrata team aren't just intelligent and ambitious, they're the living embodiment of another core Value: "Excellent Alone, Better Together." Entrata is dedicated to creating a workplace where a diverse and inclusive team thrives in an environment free from discrimination. We provide equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, protected veteran status, or any other applicable characteristics protected by law.
It's a great place to work! Will you join us?
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Customer Success Manager, Federal Government
McLean, VA jobs
Your work days are brighter here.
We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you've found a match in Workday, and we hope to be a match for you too.
About the Team
Customer Success is a key role to ensure Workday's customers achieve value from our solutions. In this role, you will be a key player that supports our customers on their Workday journey. You are an advisor and facilitator to our customers, partnering not only with your team but with Sales & Services to help customers achieve maximum value from Workday.
Serving together as a team of experts, you will help identify new growth opportunities for success at every point on our customers' journey.
You will be responsible for working with a number of Federal Government customers, supporting them through regular checkpoints leveraging our standard engagement model to drive value, adoption and retention. You will be a part of a phenomenal Customer Experience organization having control of your own schedule and customer interactions.
About the Role
The Customer Success Manager (CSM) plays a critical role in the success and execution of our Workday Federal Government customers to help them realize the full potential of their investment. As a CSM, you will advocate on behalf of Workday these customers and take a team-based approach in helping them to succeed. You will work directly with customers to improve their overall user experience, working one-on-one with customers who request a more personalized dialogue beyond the already established one-to-many communication channels. You will ensure the maximum value is derived from our products and services, by quantifying the value, driving adoption, sharing best practices, answering business questions, identifying opportunities and developing strategic goals and objectives to support our customers' growth.
About You
Basic Qualifications: Customer Success Manager (P3)
3+ years' experience in a Customer Success or Account Management role in a Cloud SaaS/ ERP technology environment
3+ years' experience with a CRM system such as Salesforce & Gainsight (or similar) to summarize customer interaction.
Experience (3+ years) in having supported the Federal and/or State & Local Government (or similar) customer base.
Basic Qualifications: Sr Associate Customer Success Manager (P2)
1+ years' experience in a Customer Success or Account Management role in a Cloud SaaS/ ERP technology environment
1+ years' experience with a CRM system such as Salesforce & Gainsight (or similar) to summarize customer interaction.
Experience (1+ years) in having supported the Federal and/or State & Local Government (or similar) customer base.
Other Qualifications:
Excellent organization, time management, and communication skills.
Proven track record to collaborate and build strong relationships with customers
Proven ability to engage across corporate functions (Sales, Professional Services and Product Management).
Proven ability to engage across corporate functions (Sales, Services, and Product Management).
Exemplary verbal and written communication skills, including the ability to chair meetings with customer & leadership
Previous experience with issue resolution and escalation management at both the business owner and executive levels.
Excellent customer interaction skills, with a focus on effective communication, problem-solving, and relationship building to enhance customer satisfaction, retention, and drive sales.
Comprehensive product knowledge, including a thorough understanding of product features, benefits, applications, and market positioning.
Strong influencing skills, including persuasive communication and the ability to drive consensus and effectively collaborate with stakeholders.
Demonstrated negotiation skills, with the ability to effectively communicate, find common ground, and reach mutually beneficial agreements in various situations.
Bachelor's degree or equivalent work experience.
Ability to travel up to 25%.
Posting End Date: 12/31/25
The application deadline for this role is the same as the posting end date stated.
Workday Pay Transparency Statement
The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.
Primary Location: USA.VA.McLean (Tyson's Corner)
Primary Location Base Pay Range: $99,300 USD - $149,000 USD
Additional US Location(s) Base Pay Range: $89,900 USD - $159,700 USD
Our Approach to Flexible Work
With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.
Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.
Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.
Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!
At Workday, we value our candidates' privacy and data security. Workday will never ask candidates to apply to jobs through websites that are not Workday Careers.
Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.
In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.
Auto-ApplyCustomer Success Manager, U.S Defense and Intelligence
Arlington, VA jobs
Welcome to Planet. We believe in using space to help life on Earth. Planet designs, builds, and operates the largest constellation of imaging satellites in history. This constellation delivers an unprecedented dataset of empirical information via a revolutionary cloud-based platform to authoritative figures in commercial, environmental, and humanitarian sectors. We are both a space company and data company all rolled into one.
Customers and users across the globe use Planet's data to develop new technologies, drive revenue, power research, and solve our world's toughest obstacles.
As we control every component of hardware design, manufacturing, data processing, and software engineering, our office is a truly inspiring mix of experts from a variety of domains.
We have a people-centric approach toward culture and community and we strive to iterate in a way that puts our team members first and prepares our company for growth. Join Planet and be a part of our mission to change the way people see the world.
Planet is a global company with employees working remotely world wide and joining us from offices in San Francisco, Washington DC, Germany, Austria, Slovenia, and The Netherlands.
About the Role:
The Customer Success Team at Planet is looking for a Customer Success Manager specializing in the Defense and Intelligence sectors. This role will focus primarily on supporting customers within the U.S. & Canada Defense and Intelligence communities, helping them derive maximum value from Planet's imagery, platform, and services. We are looking for a geospatial expert to foster and manage relationships with customers utilizing our platform and imagery in these critical domains. Your mission will be to serve as a trusted advisor, ensuring our clients derive maximum value while staying informed about product updates and industry developments. We are seeking candidates who understand the strategic importance of remote sensing data in Defense and Intelligence contexts, capable of guiding customers through platform nuances and identifying tailored solutions for them.
This is a full-time, hybrid role which will require you to work from our D.C. office in Arlington, VA 3 days per week.
Impact You'll Own:
* Build and maintain long-lasting relationships with Defense and Intelligence customers, with a focus on both U.S. and Canadian accounts
* Ensure successful onboarding, training of new customers, and effective use of products
* Provide hands-on training and support to help customers effectively use Planet's platforms, data, and solutions
* Assist customers to expand their usage and adoption of our products
* Bring geospatial and mission knowledge to every interaction, acting as a trusted technical advisor
* Serve as the internal advocate for your customers and the external face of Planet, ensuring alignment on goals and outcomes
* Provide excellent customer experience, ensure successful delivery of our services, and produce timely solutions according to customer needs and goals
* Maintain consistent communication with customers throughout the contract lifecycle and escalate issues as needed
* Collaborate with internal teams (Sales, Product, Support, Professional Services) to deliver a seamless customer experience
* Identify and drive expansion opportunities while managing renewals through strategic collaboration with Account Executives
What You Bring:
* 4+ years of experience in Customer Success, account management, or related fields
* Experience collaborating with the U.S. Department of Defense and/or Intelligence Community
* Excellent orientation towards delivering solutions and value to clients
* Proficient in remote sensing, GIS, or geospatial imagery products, particularly in their applications within the DoD and IC sectors
* Excellent problem-solving abilities and a proactive approach to work
* Ability to multitask, work independently, prioritize, and manage time effectively
* Technical experience in remote sensing platforms and solutions
* Excellent communication skills with an ability to accurately capture customer requirements (Voice of the Customer) and effectively relay needs and impacts to both leadership and product teams
* Experience with geospatial software such as QGIS, SocketGXP, Esri products, GDAL, or equivalent
* Flexibility and willingness to travel as required
What Makes You Stand Out:
* Active or ability to obtain and maintain a TS/SCI Clearance
* Experience with Canadian DND or IC
* Experience supporting GEOINT missions in the U.S. or Canada
* Technical affinity around APIs
* Python scripting experience
Application Deadline: January 14th, 2026, 11:59pm PST
EAR/ITAR Requirements:
This position requires access to export-controlled information, and as such, employment (or hiring of a contractor) is contingent upon the candidate's ability to access all applicable export-controlled information without additional export licensing being required by the Bureau of Industry and Security and/or the Directorate of Defense Trade Controls.
Benefits While Working at Planet:
These offerings are dependent on employment type and geographical location, based upon applicable law or company policy.
* Comprehensive Medical, Dental, and Vision plans
* Health Savings Account (HSA) with a company contribution
* Generous Paid Time Off in addition to holidays and company-wide days off
* 16 Weeks of Paid Parental Leave
* Wellness Program and Employee Assistance Program (EAP)
* Home Office Reimbursement
* Monthly Phone and Internet Reimbursement
* Tuition Reimbursement and access to LinkedIn Learning
* Equity
* Commuter Benefits (if local to an office)
* Volunteering Paid Time Off
Compensation:
The US base salary range for this full-time position at the commencement of employment is listed below. Additionally, this role might be eligible for discretionary short-term and long-term incentives (bonus and equity). The final salary range is determined by job related experience, skills and location. The range displays our typical hiring range for new hire salaries in US locations only. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
US National Salary Range
$83,040-$103,760 USD
Why we care so much about Belonging.
We're dedicated to helping the whole Planet, and to do that we must strive to represent all of it within each of our offices and on all of our teams. That's why Planet is guided by an ultimate north star of Belonging-dreaming big as we approach our ongoing work. If this job intrigues you, but you're thinking you might not have all the qualifications, please... do apply! At Planet, we are looking for well-rounded people from around the world who can contribute to more ways than just what is listed in this job description. We don't just fill positions, we aspire to fulfill people's careers, most excited about folks who are motivated by our underlying humanitarian efforts. We are a few orbits around the sun before we get to where we want to be, so we hope you're excited to come along for the ride.
EEO statement:
Planet is committed to building a community where everyone belongs and we invite people from all backgrounds to apply. Planet is an equal opportunity employer, and committed to providing employment opportunities regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, pregnancy, childbirth and breastfeeding, age, sexual orientation, military or veteran status, or any other protected classification, in accordance with applicable federal, state, and local laws. Know Your Rights.
Accommodations:
Planet is an inclusive community and we know that everyone has their own needs. If you have a disability or special need that requires accommodation during the hiring process, please reach out to accommodations@planet.com or contact your recruiter with your request. Your message will be confidential and we will be happy to assist you.
Privacy Policy: By clicking "Apply Now" at the top of this job posting, I acknowledge that I have read the Planet Data Privacy Notice for California Staff Members and Applicants, and hereby consent to the collection, processing, use, and storage of my personal information as described therein.
Privacy Policy (European Applicants): By clicking "Apply Now" at the top of this job posting, I acknowledge that I have read the Candidate Privacy Notice GDPR Planet Labs Europe, and hereby consent to the collection, processing, use, and storage of my personal information as described therein.
AI in Our Interviewing Process: Planet is committed to providing an exceptional interview experience for all candidates. We are currently exploring AI interviewing technologies to better focus on candidates and less on trying to capture notes. As such, with the candidate's consent, select interviews may be recorded and include a Planet AI Notetaker for transcription and summarization purposes. Should an interview involve use of AI interview technologies, the candidate will receive notification and have the ability to opt out both in advance and/or real-time. Opting out will not affect one's candidacy.
Candidate AI Policy: Planet embraces Artificial Intelligence (AI) tools, and we encourage its responsible use. We understand that candidates may use various resources, including AI tools, to prepare for interviews and assessments. However, during any live interview stage or when actively completing assessments for this position, the use of AI tools-e.g. Large Language Models (LLMs), deep fake technology, etc.-is strictly prohibited unless explicitly prompted by an interviewer or assessment instructions. If you are unsure about acceptable use, please contact your recruiter for clarification. If an AI tool or similar technology is desired as an accommodation, please contact accommodations@planet.com with your request for assistance. Your message will be confidential, and we will be happy to assist you. Violation of this policy may result in disqualification of your application.
Auto-ApplyFuture Opportunity - Strategic Customer Success Manager, Enterprise (Financial Services)
New York jobs
Who are we? Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.
Summary
Smarsh is seeking a Strategic Senior Customer Success Manager to join our Enterprise Customer Success organization. As part of the organization, you will be delivering customer outcomes to our top enterprise accounts and working with Fortune 500 caliber clients across the world. This includes end-to-end customer life cycle managing customer adoption and growth, health, governance, and retention in partnership with your Account Executives. You are customer's consultant and trusted partner who can navigate complex business objectives and develop them into Smarsh champions. How will you contribute?
Create value for the customer by knowing, tracking, and managing customer's business objectives tied to Smarsh solutions.
Know your accounts and their organization structure. Establish, maintain and grow senior executive relationships for your accounts.
Partner with Account Executive to develop long-term strategic account plan and lead substantial portions of the strategic account plan.
Drive and track customer adoption of Smarsh products and services.
Proactively identifying strategic growth opportunities while providing value with what the customer has today.
Measure and report on customer health.
Identify appropriate steps or resources and lead effort to improve customer health.
Proactively identify At Risk Clients and define escalation and remediation plans. This includes any cross-departmental collaboration as needed.
Establish and oversee a comprehensive customer governance structure with clear processes, cadence, and communication channels including Executive Business Reviews.
Take ownership for resolving customer issues; Partner with other internal teams to ensure escalated issues are being resolved in a timely manner.
Lead weekly or monthly meetings for assigned accounts, including 1-on-1s with key customer contacts.
Negotiate complex renewal terms.
Adhere to defined CSM processes, metrics, and tools.
Track activities in CRM tools and accurately log outcomes of customer discussions.
Consistently meet or exceed target customer activity metrics and SLO's.
Identify best practices and coach throughout Customer success team.
Work as part of a collaborative team and provide feedback for improvement to internal stakeholders.
Other duties as assigned.
What will you bring?
10+ years' experience in a customer-facing role, preferably in B2B and/or SaaS environments.
BA/BS degree in business/technology or comparable experience and 5+ years' experience in customer success.
Understanding of Banks, Broker Dealers, Hedge Funds, Private Equity, FinTech, VC funds and their respective technology needs is a big advantage.
Extremely strong oral and written communication skills.
Intellectual Curiosity and technical acumen.
Skilled at matrix management and using leadership skills to achieve goals.
Demonstrated mastery of organization skills.
Confident in juggling multiple tasks.
Ability to quickly understand questions and problem solving.
Proven results in driving customer health and satisfaction resulting in loyalty and advocacy.
Knowledge of working in tools like Salesforce, Gainsight and Jira.
About our culture
Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world's leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
Auto-Apply