For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. As Customer Success Renewal Specialist, you will support the Customer Success Organization in driving a high volume portfolio of customer renewals proactively and at scale. The ideal Renewal Specialist is an experienced professional with an understanding of the SaaS contracting space. You will resolve a range of issues in creative ways while mitigating risk and providing a world-class renewal experience for our customers. This role will report to our Sr. Manager of Renewal Management in Costa Rica and this role is based in San José, Costa Rica. This role has flexibility to work remotely, but will need to be able to come into the office as required for training and business needs. You Will: Prepare and deliver high-volume renewals while handling continual customer requests and internal queries Work directly with customers to negotiate the renewal, including pricing and service term discussions Understand and align customer’s business needs and goals to generate renewal quotes Ensure that renewals are closed on a timely basis Collaborate with Sales and Customer Success Managers on renewals strategy and plans, leveraging customer analytics and metrics Liaise with customers to ensure POs and order forms are accurately completed Maintain high levels of data quality in our CRM tool through attention to detail and comprehensive updates Proactively recognize issues that may impact a renewal and quickly identify resources to help resolve the issue(s) Work with an assigned territory of accounts and/or
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At Trustpilot, we're on an incredible journey. We're a profitable, high-growth FTSE-250 company with a big vision: to become the universal symbol of trust. We run the world's largest open customer review platform, and while we've come a long way, there's still so much exciting work to do. Come join us at the heart of trust! As a Senior Customer Success Manager, you are the strategic value owner and trusted advisor for your portfolio of complex, high-value customers. You are responsible for ensuring every strategic customer achieves maximum success with Trustpilot — from advanced onboarding and driving deep product adoption to realizing measurable, C-level results and building strong advocacy relationships. Your mission is to drive strategic product adoption across large organizations, strengthen enterprise-level customer health, and maximize high-value retention, ensuring our largest customers realize ongoing, transformative value and remain deeply engaged, satisfied partners. What You'll Be Doing: Strategic Onboarding & Activation: Lead and architect post-sale onboarding and complex setup across multi-stakeholder environments, ensuring a strong, accelerated foundation for product adoption at scale. Adoption & Strategic Value Realization: Drive measurable Business Adoption across your high-value customer portfolio, demonstrating and delivering tangible results to executive sponsors. Retention & Churn Reduction: Achieve a high Gross Renewal Rate (GRR) for your high-value book of business by maintaining exceptional customer health, proactively identifying and mitigating systemic risks with a strategic recovery plan. Customer Experience & NPS: Drive high customer satisfaction and advocacy, achieving strong Net Promoter Score (NPS) results across your high-value portfolio. Customer Issue Resolution: Act as the strategic first line for complex customer issues related to deep product value, platform usage, or strategic
The Position Cleo is looking for a Customer Success Associate that will work directly with existing customers and the CSM team to ensure a smooth onboarding, implementation, and renewal process. This intelligent, empathic, and high energy individual will hold responsibility within the CSM team who serve as the primary customer facing resource for all new and existing customers. Superb ability to interface with Customers, Sales, Services, Support, and Products Team is required. What You Will Be Doing Uphold Cleo’s Customer Success strategy and processes Adopt existing, and develop new, methodologies and best practices Own day-to-day interactions between Cleo and a subset of customers through 1:1 and 1:many tech touch communications Manage and facilitate cross-sell/upsell opportunities sourced within the broader Customer Experience organization. Analyze and report on customer usage data, adoption, and project status Oversee customer lifecycle processes/touch points and take clients on an optimal customer journey Drive the customer escalation process Develop ways for Customer Success to deeply understand our customers’ objectives Escalate issues appropriately to Services, Support, Product, etc. Keep accurate records, including documented customer service actions and discussions. Ensure that 100% of interactions are accurately recorded and follow ups scheduled Requirements 3-4 years working at an Enterprise Software and/or SaaS Company in a Customer Success, technical account management or a related field Strong written and verbal communications ability Proven ability to work in an environment with limited processes Experience with Open-Source solutions Experience working in a company selling applications, middleware, database, data warehouse, data integration technology or big/fast data technologies Experience with annual subscription offerings Cleo is an equal opportunity employer. All qualified applicants will receive consideration for employment withou
Location: Central, US Remote (TX, UT, CO, NM, KS, OK, MO, AR, MS, LA) Compensation: $145,000 - $175,000 (Total Cash Compensation) The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region. Eltropy is seeking a strategic and results-oriented Tier-1 Customer Success Manager (CSM) to manage a portfolio of roughly 20 high-impact financial institution customers, including top-tier credit unions and community banks. In this role, you will partner with key stakeholders to deliver transformative outcomes through our industry-leading AI-powered communications platform while driving retention, growth, and overall satisfaction. Role & Responsibilities Tier-1 Relationship Management Serve as the trusted strategic advisor and single point of contact for roughly 20 Tier-1 accounts, fostering deep executive relationships and long-term partnerships. Conduct regular check-ins and executive/strategic business reviews to ensure customers are achieving their desired outcomes and realizing clear ROI from Eltropy. Cultivate referenceable customers who serve as positive advocates of Eltropy to prospects and within the broader financial services community. Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy Develop and execute tailored, multi-year success plans to support customers in achieving their business goals and transformation initiatives. Proactively identify and mitigate risks of churn through data analysis, health scoring, usage tracking, and early intervention strategies. Partner closely with customers on best practices, change management, and roadmap alignment to maximize adoption and value. Revenue Growth Identify opportunities for expansion and upsell within the portfolio by aligning customer needs and strategic prior
Who We Are At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people. We’re helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We’re data-driven and never stop iterating. If you’d like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we’d love to hear from you. We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team. Our Values If this sounds like you, you’ll fit right in. Who You Are You are a customer fanatic with a proven track record of going above and beyond for your customers. You are consultative and innovative in your thinking, and enjoy figuring out how to drive customer satisfaction while increasing Justworks revenue. You thrive in a fast-paced startup environment and have a passion for lifelong learning. You are a great listener who is able to see the bigger picture and simplify complex concepts into clear, easy-to-understand solutions. You are an advocate who is not afraid to ask questions, find and capitalize on new revenue opportunities, and partner with others to effect change! As a Senior Customer Success Manager of International, you will play a critical role in enabling Justworks’ international growth. You will work cross-functionally to help architect solutions that scale globally while bringing our customers confidence every step of the way which is paramount in fulfilling our commitment to small businesses and their employees all over the world. You will be responsible for servicing Justworks customers utilizing our multiple products and platform services, with a focus on internation
Why Harvey At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come. This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched. Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you. At Harvey, the future of professional services is being written today — and we’re just getting started. Role Overview As an Enterprise Customer Success Manager, you’ll play a critical role in guiding our clients through their journey with Harvey, and help define the future of work at top enterprises and leading Law Firms. This position is pivotal in ensuring our clients not only adopt but also derive maximum value from our technology. You'll act as a trusted advisor, deeply integrating Harvey into their business processes and workflows. What You'll Do Strategic Implementation: Lead the integration of Harvey into client workflows, ensuring seamless adoption and optimal use of our AI solutions. Training & Enablement: Evangelize the power of LLMs as you meet with and enable end users to adopt Harvey on a daily-basis as it becomes a “must have” product. Client Relationship Management:
Role Description As a Customer Success Manager at Dropbox, you will own the post-sale customer strategy and relationship for a portfolio of customers. You will help customers realize measurable value from their investment while driving product adoption, retention, growth, and Net Revenue Retention (NRR). You will serve as a trusted advisor throughout the customer journey, developing a deep understanding of each customer’s business priorities, technical environment, key stakeholders, and evolving needs. Using customer insights, product adoption signals, stakeholder relationships, and demonstrated business value, you will proactively set priorities, address risks, and identify opportunities to strengthen the customer’s long-term partnership with Dropbox. You will develop strong technical fluency across the Dropbox platform and engage confidently with IT administrators on product capabilities, security, configuration, integrations, governance, and customer workflows. You will help translate customers’ business and technical requirements into practical use cases, recommendations, and actionable insights for internal teams. You will partner closely with Sales and cross-functional teams to align on account strategy, navigate technical and commercial complexities, mitigate renewal risks, identify appropriate growth opportunities, and deliver successful customer outcomes. The successful candidate is results-driven, commercially minded, technically savvy, and customer-focused. They are comfortable navigating complex customer organizations, taking ownership of customer strategy, and influencing both technical and business stakeholders. They bring strong Customer Success experience and a demonstrated ability to drive adoption, manage risk, support successful renewals, and deliver measurable retention and growth outcomes in a B2B SaaS environment. Responsibilities Build strong relationships across customer organizations, serving as a trusted advisor to executive s
Role Purpose: The Senior Customer Success Manager will own a portfolio of enterprise and mid-market accounts across APAC. This is not a relationship management role — it is a value consulting role. You will bring deep expertise in fraud, identity, and compliance to help customers design optimal identity strategies and realize measurable risk reduction outcomes. You will be expected to understand your customers’ business deeply, make the value Jumio delivers visible and quantifiable, and act as the connective tissue between the value that was promised during the sale and the value the customer achieves. You will work closely with Account Managers on renewal and expansion, with the implementation team during the critical customer onboarding and adoption stages, and with Product and Support to close the loop on customer feedback. You will be a named owner of customer health — accountable for knowing which accounts are at risk, why, and what you are doing about it. This role is well-suited to someone who is commercially-minded, data-fluent, and energized by the complexity of enterprise customer relationships. You will be joining at a moment of intentional transformation — there is a significant opportunity to shape how Jumio’s customer success motion operates going forward. Responsibilities: Customer Health & Retention Own the health of a portfolio of APAC enterprise and mid-market accounts — you are accountable for knowing which are green, yellow, or red and why Monitor customer health signals continuously: product utilization, support ticket trends, NPS, executive engagement, and contract consumption pace Identify early warning signs of dissatisfaction or disengagement before they surface as churn risk — act on health score drops immediately, don’t wait for the customer to raise the issue Own escalation when product gaps or recurring issues are impacting customer outcomes — and close the feedback loop by communicating back to the customer what Jumio is doing
Who we are About Stripe Stripe 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. About the team Stripe’s Customer Success Managers are ultimately responsible for the complete post-sales lifecycle of a Stripe user, and through your partnership, users will derive maximum value from their investments, leading to project success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. What you'll do We're looking for a motivated and curious professional to manage a book of enterprise customers. The CSM delivers proactive workshops, business reviews, payments insights, and thought leadership to help users grow their business. The ideal candidate is detail-oriented and meticulous, and enjoys engaging customers to investigate issues and deliver insights. This role involves working closely with sales, technical account managers, and operations teams to engage customers in product, payment, and technical conversations. Responsibilities Partner closely with account executives and technical account managers to support post-sale engagements focused on the optimization, retention, and growth of 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 managed customers by delivering payment performance and industry insights Perform business reviews to align on user priorities, review payments performance metrics,
Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. The Opportunity We are looking for someone to join our team who has a passion for technology, a desire to build a career in Customer Success, and an interest in helping customers get real value from their Identity investment. You are a continuous learner, building your product knowledge and foundational Customer Success skills under the mentorship of senior CSMs on the team. You will own a portfolio of established accounts, executing proven playbooks to drive adoption, protect renewals, and build the relationships that let you grow into a broader strategic role over time. As a CSM you play an important role in working with and connecting the customer's needs to the Sales team, Product Management team, Support, Renewals, Professional Services, and Engineering teams. Below outlines some key attributes for a Customer Success Manager: Customer Success and Growth: Execute proven playbooks and programmatic motions (health checks, business reviews, renewal prep) to drive adoption and outcomes across your portfolio. Build toward identifying growth opportunities as your account knowledge deepens. Ownership: Take ownership of your Book of Business, mitigate churn risk, identify growth opportunities, remove blockers and establish yourself as a high-value resource to your customer stakeholders. Collaboration: Work effectively with cross-functional teams, share information and resources, drive initiatives, and engage in conversations to better assist customers. Be
Customer Success Manager, Credit Risk — Sao Paulo, Brazil. Apply via Workday.
Customer Success Architect (CSA) team provides technical expertise for the post-sales customer experience. Customer Success Architects are responsible for making sure that our customers are meeting their objectives. They are a vital component of our company’s success, working with customers, partners, and product teams to deliver success for our valued customers. CSA supports multiple post-sales roles including GTM, Support, & Product. What You Will Be Doing Sigma champion and product expert, customers will look to you for advice and expertise Advisor to our customers on technical best practices including Sigma best practices and patterns Performance and tuning Security including SSO, team organization, and row-level security Embedded and API access Related data products like CDW, ETL, and catalog tools Capture product feedback from customers and engage with the product team to improve our product roadmap Identify new use cases to grow accounts and find areas where Sigma can provide the most value to ensure renewals Cultivate customer references for the marketing team Design and develop software solutions for Business Intelligence and analytics products while providing technical expertise for post-sales customer success. Working directly with customers to understand business and technical requirements and implementing tailored analytics solutions in customer environments; advising customers on best practices for implementation, performance, security, embedded analytics, and API access; collaborating with Product Managers and Engineering teams to deliver and improve customer solutions; Documenting software and technical implementations; monitoring deployed solutions and troubleshooting complex technical issues; and learning product capabilities, release processes, and maintenance procedures to ensure successful customer outcomes. Qualifications We Need Minimum 10 years of business intelligence experien
About the Role You'll drive customer outcomes and value through Sigma's analytics, apps, and agents platform, scaling the customer success team and practices to support our rapid growth. This is a retention and expansion-focused mandate for someone who's equal parts builder and scaler, strengthening what's working today and creating the capabilities we don't have yet. As AVP, Customer Success Commercial & Scale, you'll own Commercial CSM, Scale (CSM + Digital), and Digital-only segments. You'll lead the team and build coverage strategies, segment-specific playbooks, and AI-driven, scaled capabilities (e.g., digital journeys, self-serve, one-to-many programs, webinars, etc.) that enable Sigma to serve a fast-growing customer base without linear headcount growth. The job is as much about instrumentation as it is about people: you'll run this org the way Sigma expects its own customers to run their business, with clear metrics, structured experiments, and decisions grounded in data rather than instinct. You'll report to the SVP, Customer Success, and work closely with Sales, Renewals, Product, Marketing, Support, Enablement, Operations, and Finance to ensure Commercial, Scale, and Digital customers get full value from Sigma’s platform. Responsibilities Lead the Commercial, Scale & Digital strategy. Translate company goals into an operating plan, processes, and success metrics across all three segments. Own the outcomes that matter (GRR/NRR, adoption, time-to-value, and expansion) with a rigorous, KPI-driven operating cadence and reporting. Design segment-specific engagement models with repeatable and predictable onboarding, adoption, and expansion motions tailored to each segment's customers and economics. Identify and drive programs and initiatives to deliver to company priorities and improve the team’s ability to predictably drive customer and revenue outcomes. Build and deploy scaled, AI-driven capabilities (i.e., agents, automations, self-serv
About the Role You'll drive customer outcomes and value through Sigma's analytics, apps, and agents platform, scaling the customer success team and practices to support our rapid growth. This is a retention and expansion-focused mandate for someone who's equal parts builder and scaler, strengthening what's working today and creating the capabilities we don't have yet. As AVP, Customer Success Commercial & Scale, you'll own Commercial CSM, Scale (CSM + Digital), and Digital-only segments. You'll lead the team and build coverage strategies, segment-specific playbooks, and AI-driven, scaled capabilities (e.g., digital journeys, self-serve, one-to-many programs, webinars, etc.) that enable Sigma to serve a fast-growing customer base without linear headcount growth. The job is as much about instrumentation as it is about people: you'll run this org the way Sigma expects its own customers to run their business, with clear metrics, structured experiments, and decisions grounded in data rather than instinct. You'll report to the SVP, Customer Success, and work closely with Sales, Renewals, Product, Marketing, Support, Enablement, Operations, and Finance to ensure Commercial, Scale, and Digital customers get full value from Sigma’s platform. Responsibilities Lead the Commercial, Scale & Digital strategy. Translate company goals into an operating plan, processes, and success metrics across all three segments. Own the outcomes that matter (GRR/NRR, adoption, time-to-value, and expansion) with a rigorous, KPI-driven operating cadence and reporting. Design segment-specific engagement models with repeatable and predictable onboarding, adoption, and expansion motions tailored to each segment's customers and economics. Identify and drive programs and initiatives to deliver to company priorities and improve the team’s ability to predictably drive customer and revenue outcomes. Build and deploy scaled, AI-driven capabilities (i.e., agents, automations, self-serv
Our Customer Success team is committed to helping customers maximize the value of Asana as both a technology platform and a holistic approach to collaboration. From high touch to scalable success, our goal is to deepen the usage of the whole work graph, resulting in delivering unmatched value with scalability and consistency. We strive to help all of our customers, across countries, industries, and functions, get off on the right foot and continue to get the most value out of Asana over time. As a Digital & Scaled CS Program Manager, you will be a hands-on, technically adept owner of the build and execution layer of our Digital and Scaled CS program. Sitting at the intersection of Customer Success, Sales, Revenue Operations, Marketing, and Product Engineering, you will be the driving force behind turning digital CS strategy into working programs, maintained playbooks, enabled teams, and well-run vendor partnerships. Day to day, you will design and refine customer journeys, manage vendor relationships, and ensure every active program reflects both lifecycle best practices and real-world account reality. This role is based in our Chicago office with an office-centric hybrid schedule. 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 requireme nts. What you’ll achieve Digital Program Execution: Design, build, and refine campaigns and journey orchestrations in tools like Iterable, Outreach, Pocus, and Trig. Define lifecycle stages, trigger logic, and intervention sequencing while building and validating audiences in the CDP to ensure sound data quality before launch. Program Governance & Quality: Maintain program governance through weekly checks, reviewing active journeys, flagging anomalies, and ensur
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