Advisor Success Manager in United States

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. The ASM role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the ASM is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered a

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role will be hybrid in Seattle, WA. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role. Have

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role will be hybrid in San Francisco, CA. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. As Vanta's Customer Success Manager, Strategic, you will serve as a trusted advisor to Vanta's largest and most complex customers—organizations with 10,000+ employees navigating sophisticated security and compliance landscapes. Unlike traditional CSM roles managing 20-30 accounts, you'll own a focused book of 5-10 strategic accounts, driving deep customer relationships, multi-quarter projects, and high-impact business outcomes. The Strategic CS team plays a defining role in proving Vanta can serve the enterprise at scale. You'll partner closely with Strategic Account Executives and Account Managers to execute land and expand strategies, manage complex implementations, and guide executive stakeholders through their GRC program maturity journeys. Your work will directly influence Vanta's upmarket growth, product roadmap, and strategic positioning in the market. What you’ll do as a Customer Success Manager, Strategic at Vanta: Serve as the primary trusted advisor for 5-10 of Vanta's most strategic customers, each with 10,000+ employees and highly complex organizational structures Lead enterprise-scale implementations, configurations, and optimizations of Vanta's Trust Management Platform across multi-business-unit, multi-geography organizations Build and maintain deep, multi-threaded executive relationships with CISOs, CIOs, Chief Compliance Officers, and other C-level stakeholders Partner closely with Strategic Account Executives and Account Managers to identify expansion opportunities, develop account growth strategies, and execute on land and expand motions Manage complex, multi-quarter projects that require coordination across

About the team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Has 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role. Has experience managing advertiser or agency r

Our Mission You call. You wait. You call again. In every other part of your life, you book in seconds. In healthcare, you’re blocked. We’re here to give power to the patient. For nearly 20 years, we’ve built the leading healthcare marketplace - helping tens of millions of people find and book the care they need. Now, we’re going further: building our infrastructure beyond Zocdoc’s marketplace to power access to care wherever patients search, from provider websites and insurance directories to search engines, AI platforms, and more. Healthcare still lacks something every other major consumer industry takes for granted: a seamless way to go from seeking to getting . We don’t want to own the front door to care; there isn't one. We want to make sure all of those doors open when patients are knocking. Fixing healthcare starts with fixing access to it. And we're still just getting started. Your Impact on our Mission Enterprise Customer Success Managers empower providers to maximize the value of Zocdoc and play a critical role in advancing some of our most important customer relationships. In this role, you will own the day-to-day success of a portfolio of complex healthcare organizations, serving as a trusted advisor while balancing strategic partnership, commercial outcomes, and operational execution. You are a value-added consultant, tasked with delivering well-timed, data-driven insights leading to successful outcomes for your customers. Our ECSMs don’t shy away from challenging conversations — they champion new ideas, inspire innovation, and appropriately challenge the status quo, all in the name of driving Zocdoc’s most important partnerships forward into the future. You’ll enjoy this role if you are… Commercially minded. You understand your customers’ businesses, identify opportunities to create greater value, and are comfortable influencing customers toward actions that drive stronger outcomes Excellent at prioritization. You can manage a h

As a Manager, Customer Success, you will hire and develop teams, coaching Customer Success Managers (CSMs) to success. This role impacts our customer experience and retention at scale, providing an opportunity to join a company that’s a leader in the space and see your contributions firsthand. At Datadog, we value our office culture—the relationships and collaboration it builds, and the creativity it inspires. We operate as a hybrid workplace to help our Datadogs create a work-life harmony that best fits them. 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: Drive and influence the full renewal and expansion sales cycle Serve as an advisor and role model for exemplary customer service Balance autonomy with effective communication upwards Act as a regional/segment owner and escalation point for relevant matters Motivate CSMs to foster customer relationships that build trust and achieve consistent revenue growth Collaborate cross-functionally to drive positive customer outcomes and solve complex challenges Focus on talent attraction, retention, and development to create high-performance teams Who You Are: Experienced in Customer Success or Account Management, with 6+ years of experience preferred and at least 3 years in the SaaS space 3+ years of experience leading a high-performing team of Customer Success Managers A proven track record of success in negotiating contract terms and overcoming pricing objections for renewal and upsell opportunities Familiar with the B2B tech or subscription-based software space Comfortable in a fast-paced, scaling environment Must be fluent in Spanish 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 a

Who we are About Stripe Stripe, LLC. is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. What you’ll do Responsibilities Support post-sales engagements focused on the optimization, retention, and growth of Stripe’s enterprise customers. Manage a book of customers to drive overall account health, including performance, product adoption, usage velocity, account renewals and growth, referrals, and customer satisfaction. Serve as a trusted payments and product advisor to manage customers by delivering payment performance and industry insights. Perform business reviews to align on user priorities, review payments performance metrics, share company product roadmap and provide guidance on how to optimize the value from the company. Advocate for the customer to internal stakeholders. Share customer feedback and insights to Product Management, Engineering, Support, Marketing, and Sales on the innovation and improvement needed to optimize the company user experience. In coordination with an account team, support book expansion, identify and surface opportunities to ensure customers are successful. Who you are Minimum requirements Must have a Bachelor's degree or foreign equivalent in Engineering, Computer Science, Business Administration, Management, or a related field, plus four (4) years of experience in enterprise customer success or strategic account management. Must also have four (4) years of experience in each of the following: Supporting expansion of complex accounts, including identifying opportunities, driving business outcomes

About OfficeSpace: OfficeSpace Software provides the leading AI operating system for the built world, that helps teams plan, connect, and perform in the workplace. As a performance-based, PE-backed company, we hire based on merit and a willingness to do what it takes to succeed long-term. You’re a great fit for the role if you’re entrepreneurial, passionate, motivated by building at light speed, and an Agentic AI early adopter. Our world-class teams operate in the US, Canada, and Costa Rica in a culture of trust, respect, growth, and impact. About the role As an Enterprise Client Success Manager, you own the success of our most strategic customers. You build executive partnerships, drive long-term business outcomes, and help global organizations maximize the value of OfficeSpace. You combine strategic thinking with operational excellence. You leverage AI to surface insights, predict risk, and scale your impact—while building trusted relationships that keep people at the center of every customer experience. This version aligns with the OfficeSpace "High-Performance Innovator" voice by emphasizing active language, ownership, short paragraphs, and high information density. What you'll do Own the success, retention, renewal, and growth of a portfolio of enterprise customers with complex organizational structures and executive stakeholders. Build trusted relationships with executive sponsors and business leaders, serving as a strategic advisor throughout the customer lifecycle. Lead enterprise onboarding, adoption, and value realization strategies that accelerate measurable business outcomes. Develop and execute strategic Success Plans aligned to customer objectives, adoption milestones, and long-term business goals. Leverage AI-powered Customer Success platforms to monitor customer health, predict churn risk, recommend next-best actions, and uncover expansion opportunities. Lead executive Quarterly Business Reviews (QBRs) that connect product adoption to me

As a Manager, Customer Success, you will hire and develop teams, coaching Customer Success Managers (CSMs) to success. This role impacts our customer experience and retention at scale, providing an opportunity to join a company that’s a leader in the space and see your contributions firsthand. At Datadog, we value our office culture—the relationships and collaboration it builds, and the creativity it inspires. We operate as a hybrid workplace to help our Datadogs create a work-life harmony that best fits them. 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: Drive and influence the full renewal and expansion sales cycle Serve as an advisor and role model for exemplary customer service Balance autonomy with effective communication upwards Act as a regional/segment owner and escalation point for relevant matters Motivate CSMs to foster customer relationships that build trust and achieve consistent revenue growth Collaborate cross-functionally to drive positive customer outcomes and solve complex challenges Focus on talent attraction, retention, and development to create high-performance teams Who You Are: Experienced in Customer Success or Account Management, with 6+ years of experience preferred and at least 3 years in the SaaS space 3+ years of experience leading a high-performing team of Customer Success Managers A proven track record of success in negotiating contract terms and overcoming pricing objections for renewal and upsell opportunities Familiar with the B2B tech or subscription-based software space Comfortable in a fast-paced, scaling environment 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 skill

GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. More than 50 million registered users and more than 50% of the Fortune 100* trust GitLab to ship better, more secure software faster. The same principles built into our products are reflected in how our team works: we embrace AI as a core productivity multiplier, with all team members expected to incorporate AI into their daily workflows to drive efficiency, innovation, and impact. GitLab is where careers accelerate, innovation flourishes, and every voice is valued. Our high-performance culture is driven by our values and continuous knowledge exchange, enabling our team members to reach their full potential while collaborating with industry leaders to solve complex problems. Co-create the future with us as we build technology that transforms how the world develops software. * Fortune 500® is a registered trademark of Fortune Media IP Limited, used under license. Claim based on GitLab data. Fortune 100 refers to the top 20% ranked companies in the 2025 Fortune 500 list, published in June 2025. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of GitLab. An overview of this role As a Customer Success Architect, you’ll be an architectural strategic advisor to GitLab's largest and most complex customers, helping them connect our DevSecOps platform to their business goals and realize meaningful, long-term outcomes. You’ll partner closely with customers after the sale to turn pre-sales command plans into concrete success plans, guide them along the customer journey, and drive hands-on enablement, adoption, utilization, and maturity. Reporting into a Senior Manager within our North America Customer Success organization, you’ll own a book of customers, act as their primary GitLab liais

As a Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our existing customer base through on-boarding, up-selling and cross selling. 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. 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 the sales team to ensure smooth transition and onboarding experience Proactively build relationships with customers to create mutual trust Successfully carry-out the full-sales cycle for any growth opportunities in existing customer accounts Act as advisor to customers to ensure they’re leveraging the Datadog solution effectively Monitor and identify usage trends to uncover renewal risks and promote greater adoption rates Collaborate cross-functionally across internal Datadog teams (Support, Product, Finance, and Legal) Who You Are: A strong communicator with excellent attention to detail Motivated by building long-term and long-lasting relationships Driven by the opportunity to make a visible impact with your work 5-7 years of experience in a customer account facing role Customer-minded, always aiming to provide the most value possible Excited by working in an ever-evolving and fluid solution focused environment Experienced in negotiating contract terms and overcoming pricing objections without direct guidance for up-sell and cross sell activities Datadog values people from all walks of life. We understan

As a Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our existing customer base through on-boarding, up-selling and cross selling. 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. 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 the sales team to ensure smooth transition and onboarding experience Proactively build relationships with customers to create mutual trust Successfully carry-out the full-sales cycle for any growth opportunities in existing customer accounts Act as advisor to customers to ensure they’re leveraging the Datadog solution effectively Monitor and identify usage trends to uncover renewal risks and promote greater adoption rates Collaborate cross-functionally across internal Datadog teams (Support, Product, Finance, and Legal) Who You Are: A strong communicator with excellent attention to detail Motivated by building long-term and long-lasting relationships Driven by the opportunity to make a visible impact with your work 5-7 years of experience in a customer account facing role Customer-minded, always aiming to provide the most value possible Excited by working in an ever-evolving and fluid solution focused environment Experienced in negotiating contract terms and overcoming pricing objections without direct guidance for up-sell and cross sell activities Datadog values people from all walks of life. We understan

Client Success is the front line of VTS’s retention engine. As a Senior CSM, you aren't just managing accounts—you are partnering with executive leaders at the most influential commercial real estate firms on the planet to transform how their businesses operate. With the support of powerful data-driven workflows and advanced VTS AI tools , you will own relationships with our largest, most complex clients. You’ll act as a strategic powerhouse, driving high-level product engagement, pioneering adoption strategies, and ensuring value realization across our entire ecosystem. Simply put, when our Senior CSMs success, the world’s leading CRE giants scale and thrive with us. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** What you can expect as a Senior Client Success Manager: This isn’t your typical CSM role. At VTS, you’ll join a high-impact, AI-augmented CS team that’s rethinking how modern enterprise client success is executed. You will: Build Elite Partnerships: Establish deep, "trusted advisor" relationships with executive sponsors, asset managers, and senior decision-makers across the country, aligning VTS with their ultimate macroeconomic business goals. Drive Strategic Value Realization: Move far beyond simple onboarding; you will serve as a core change leader, proactively identifying workflow gaps and challenging enterprise clients when necessary to maximize their ROI. Command Retention: Partner hand-in-hand with Sales and senior leadership to lease Executive Business Reviews (EBRs), dictate retention strategies, and identify expansion and upsell opportunities. Collaborate Within a Coordinated Ecosystem: Seamlessly orchestrate cross-functional initiatives alongside Sales, Implementation, Marketing, and Product teams to ensure an elite, unified client experience. Be the Voice of the Customer: Serve as the ultimate internal advocate, channeling critical product feedback

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. As a SLED Customer Success Manager (CSM), Public Sector at Vanta you will help manage our most complex, high-valued State Government, Local Government, and Education (SLED) accounts. You will act as a trusted advisor, driving value realization, retention, and growth through strategic planning, executive alignment, and cross-functional collaboration. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. Vanta for Government is Vanta’s AI-powered platform that helps government agencies and vendors protect mission data, manage risk, streamline compliance, and build trust – faster and with less manual work. Vanta’s public sector efforts are growing quickly and this is an exciting opportunity to join a new team dedicated explicitly to public sector sales and customer success. We are looking for a passionate, results-oriented, and collaborative CSM who has a proven track-record of managing high-value public sector accounts, leading to customer satisfaction, renewals, and expansion. What you’ll do as SLED Customer Success Manager, Public Sector: Manage high-touch, SLED accounts serving as the primary client advocate and success owner. Drive cross-functional coordination across multiple teams – including Product, Engineering, Security, and Legal – to ensure the successful onboarding, delivery, and implementation of Vanta at key accounts. Serve as a trusted advisor to customers, aligning Vanta’s roadmap and security outcomes with mission needs, industry trends, and executive-level priorities. Partner with Public Sector Account Managers to co-build and execute mu