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Customer Success Manager II


United States

Job Description

Job Summary

The Customer Success Manager (CSM) is the success ambassador for our customer and is responsible for ensuring the maximum opportunity of each account is reached, and the full value for the customer realized. The CSM is a product expert who will coach account best practices, enable account health, drive account expansion and ensure contractual renewal.

Primary Responsibilities

  • Work with each customer to understand their business objectives, and partner to build a Strategic Account Plan that will help drive overall adoption and platform value.
  • Establish a regular cadence for Quarterly Business Reviews (QBRs) to track value realization, address account health, and overall progress against the Plan. Document results and track the action items from each QBR.
  • Build an account expansion strategy with a clear action plan to maximize value within their current contract. Own quarterly account expansion revenue targets.
  • Manage renewals from start to finish, including pricing discussions and working with the Deal Desk to ensure contractual compliance.
  • Constantly review client health including data ingestion, mismatches, and adoption.
  • Proactively cultivate relationships, beyond day-to-day POCs, to establish connections with functional leaders and other senior managers.
  • Monitor Support Cases for assigned accounts to ensure timely resolution and interject as necessary to coordinate cross-departmental resources if required.
  • Coach customers to be product experts, routinely conduct webinars and training sessions, and partner with XPA where applicable to help drive their teams to self-sufficiency.


  • 3+ Years experience in a Customer Success Manager role within enterprise software
  • Strong operational discipline with an analytical, process-oriented mindset
  • Outstanding presentation development and delivery skills
  • Demonstrated effectiveness at facilitating workshops and training sessions
  • Excellent organizational skills and the ability to manage multiple tasks and requests
  • Proven ability to present technical concepts effectively to diverse stakeholder groups
  • Strong working knowledge of (preferred)


  • Base Salary + Bonus Incentives
  • Stock Options
  • Medical+Dental+Vision (PPO & HMO)
  • Unlimited PTO
  • Remote Work is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information. We greatly encourage our candidates and employees to be their authentic selves.

Advice from our career coach

The Customer Success Manager (CSM) role is critical in ensuring customer success and maximizing account value. To stand out as an applicant, you should showcase your experience in customer success management within enterprise software, operational discipline, presentation skills, and knowledge of Here are some specific tips to help you stand out:

  • Highlight your experience in developing and executing Strategic Account Plans to drive adoption and value realization for customers.
  • Emphasize your ability to manage renewals and drive account expansion revenue targets.
  • Showcase your effectiveness in conducting workshops, training sessions, and facilitating customer coaching sessions to drive product adoption.
  • Demonstrate your proficiency in analyzing customer health metrics, identifying issues, and proactively addressing them to ensure customer success. is committed to diversity and encourages candidates to bring their authentic selves to work.

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About the job

Apr 13, 2024


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