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The Customer Success Manager (CSM) is responsible for driving product adoption and maximizing customer value to support retention. The CSM manages day-to-day customer health and engagement, fostering growth through regular interactions, actionable insights, and telemetry data, while collaborating cross-functionally to ensure smooth execution of success plans.
Job Responsibility:
Territory & Account Planning: Co-create success plans aligned with customer goals, lifecycle maturity, and long-term value realization
Deliver telemetry-driven insights on adoption, usage, and whitespace to inform retention and growth strategies
Maintain continuous engagement through feedback loops, sentiment tracking, and milestone alignment
Onboarding & Enablement: Create onboarding plan and lead onboarding, facilitate training, and early adoption
Deliver key check-ins (e.g., 30/90-day) to ensure progress, alignment, and issue resolution
Surface blockers, collect feedback, and drive resolution
Act as the voice of the customer internally, influencing product and success strategy
Transition to steady state with clear success metrics and hand-off documentation
Relationship Development: Build trusted relationships with day-to-day users, champions, LOB leaders, and operational leaders
Identify new champions and nurture them into internal advocates
Flag opportunities to deepen engagements via advocacy
Value Realization & Adoption: Track usage, adoption, and health to highlight business outcomes, ROI, gaps, opportunities and to flag risks
Develop success plans to close gaps in adoption and ensure full value realization
Gather and share product-specific feedback
Proactively resolve challenges and escalations
Deliver CBR-ready scorecards, success metrics and future state recommendations
Renewals: Support renewal motion with data-driven insights on product value and usage health
Own 180/270/300/330-day health reviews and risk mitigation plans for renewals
Proactively identify churn signals and implements turnaround plays
Document and share adoption success stories to support renewal messaging
Expansion: Identify unmet use cases, product gaps, or business needs to drive growth
Collaborate with AD to validate and position expansion opportunities using adoption data and customer outcomes
Build success plans that align new product adoption with customer business outcomes
Track expansion execution, post-sale enablement, and early success indicators
Modernization: Surface modernization as a strategic initiative during value realization or adoption checkpoints
Share usage data and pain points that support the need for modernization
Reinforce business value during the transition and supports change management planning with the customer
Requirements:
Bachelor’s degree in related field or equivalent combination of education and experience
3-5 years of experience in Customer Success, Account Management, or related customer-facing roles, ideally in SaaS or technology environments
Experience with Salesforce
Nice to have:
Experience with Tingono is a plus
What we offer:
Global Gratitude and Recharge Days
Flexible, paid time off policy
Employee wellness programs and counseling resources
Meaningful peer recognition and awards
Paid parental leave
Invention/patenting assistance
Community impact, paid volunteer time, and opportunities
Intercultural learning and celebration
Multiple tools through which to learn and grow, and an incredible global community