Success Insights Manager Jobs

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. Love our Customers is our #1 Value at Okta. The Okta Customer First Team lives and breathes this every day. A critical element of Okta’s strategy is helping our customers accelerate their time to value and expand their relationship with Okta. This is a key differentiator for Okta and we believe that all customers, large and small, deserve an exceptional experience and this assistance. When we do this well, our customers succeed and Okta succeeds by growing our renewal rates. The Success Insights Manager role is an exciting opportunity to help execute a scaled success strategy, providing exceptional, data-driven content that maximizes value for customers post-sale. You will execute digital success programs that involve designing and developing visually engaging and informative data-driven content tailored to our customers’ unique use cases that also scale effectively to meet the needs of our expanding customer base. This content will serve as powerful tools for our post-sales teams, including customer QBRs, automated delivery plans, and more, helping them demonstrate the value of Okta and drive product adoption among our largest customers. Your primary targets will include driving adoption and retention as well as the future growth of our customer base while saving time for customer-facing teams, including those who manage our largest book of accounts. You will be deep in the data, monitoring and optimizing your program

About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here . This is an exciting Senior Client Account Manager opportunity in the Pinterest Australia Enterprise team where you will be tasked to nurture existing and establish new relationships across some of our biggest retail accounts, as well as some new activation/growth opportunities. As such, this CAM will thrive working with a variety of customers: from highly complex, large organisations who we have long standing partnerships with, to brands/agencies who may be less familiar with Pinterest. What you’ll do: Deliver sales targets through key account management. Provide your clients with optimisations and recommendations to ensure campaign success using insights and campaign reporting to build your recommendations. Deliver a high volume of customer facing engagements/meetings. Determine short and long range sales revenue plans and track pro

ABOUT THE TEAM Mural’s Admin & Security portfolio owns the experiences that let organizations adopt, govern, and measure the value of Mural at enterprise scale. The portfolio spans three domains: Admin & Identity Management, Enterprise Security, & Customer Insights. This role leads Customer Insights and supercharges it into a surface that turns Mural’s product data into the narratives that drive renewals, fund expansion, and prove the ROI of collaboration to Admins and buyers. YOUR MISSION Own the Customer Insights product area end-to-end. Build the user facing experiences and the data foundation to turn raw data into shared, clear, and actionable narratives. Define Mural’s POV on what AI-native insights look like as the category shifts from static dashboards to proactive, conversational, agentic interfaces. You’ll work across three layers in parallel: The canonical usage data layer: This is the foundation that powers Company Insights today and needs to be deliberately built and enriched so other surfaces such as engagement, growth, AI, can consume it tomorrow. The customer-facing surface: This is how the data is presented in-product, whether it’s on an insights page, a dashboard, scheduled and ad hoc reporting, audit logs, or APIs that can be consumed by Admins, end users, execs, and Mural teams. The AI-native expansion: How Mural incorporates natural language queries, agentic workflows, and proactive analytics to evolve and extend the insights surface. WHAT YOU'LL DO Own product strategy, roadmap, and execution for Customer Insights from data model through customer-facing experience Define the usage data layer in partnership with Engineering and Data including the metrics that anchor renewal and expansion narratives Evolve customer-accessible audit logs to be enterprise ready Define Mural's POV on AI-native insights and ship the first set of AI-powered capabilities on this surface Partner with Sales and Customer Success to translate insights into the n

Overview: Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our Insights expert call and transcript library product for our Corporate Healthcare client base OR our Institutional Investment/Equity client base. As a liaison for our clients and salespeople, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills, effective organization, and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among our active trials and current subscribing clients. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in New York City. What You’ll Do: Serve as an advocate for the Insights product with clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on areas of focus Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals and drive upsell opportunities Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accredited University, 2+ years of professional work experience, with a focus on B2B product sales Understanding of the corporate org structure, the roles, responsibilities, and unmet needs of our corporate buyers, and ability to engage with senior business leaders with innovative content and ideas Excellent communication skills, with the ability to distill complex issues into clear and concise messages Experience working with or using expert

Overview: Guidepoint Insights is an events-based primary research platform that helps our clients leverage the Guidepoint expert network and deepen their understanding of the most pressing topics affecting public and private companies across the globe. We host timely , high-quality moderated events daily to help clients navigate complex topics, reduce research times, bring focus to what matters, and make better business decisions. Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our transcript library product for our Institutional client base. As the primary liaison for our clients, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among current clients and trial accounts. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in London. What You'll Do: Serve as the primary advocate for the Insights product with institutional clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on investment strategy, companies of interest and sector coverage to effectively market Insights content Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals, drive upsell opportunities and increase trial conversion Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accred

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

About Bazaarvoice At Bazaarvoice, we create smart shopping experiences. Through our expansive global network, product-passionate community & enterprise technology, we connect thousands of brands and retailers with billions of consumers. Our solutions enable brands to connect with consumers and collect valuable user-generated content, at an unprecedented scale. This content achieves global reach by leveraging our extensive and ever-expanding retail, social & search syndication network. And we make it easy for brands & retailers to gain valuable business insights from real-time consumer feedback with intuitive tools and dashboards. The result is smarter shopping: loyal customers, increased sales, and improved products. The problem we are trying to solve : Brands and retailers struggle to make real connections with consumers. It's a challenge to deliver trustworthy and inspiring content in the moments that matter most during the discovery and purchase cycle. The result? Time and money spent on content that doesn't attract new consumers, convert them, or earn their long-term loyalty. Our brand promise : closing the gap between brands and consumers. Founded in 2005, Bazaarvoice is headquartered in Austin, Texas with offices in North America, Europe, Asia and Australia. It’s official: Bazaarvoice is a Great Place to Work in the US , Australia, India, Lithuania, France, Germany and the UK!

About Bazaarvoice At Bazaarvoice, we create smart shopping experiences. Through our expansive global network, product-passionate community & enterprise technology, we connect thousands of brands and retailers with billions of consumers. Our solutions enable brands to connect with consumers and collect valuable user-generated content, at an unprecedented scale. This content achieves global reach by leveraging our extensive and ever-expanding retail, social & search syndication network. And we make it easy for brands & retailers to gain valuable business insights from real-time consumer feedback with intuitive tools and dashboards. The result is smarter shopping: loyal customers, increased sales, and improved products. The problem we are trying to solve : Brands and retailers struggle to make real connections with consumers. It's a challenge to deliver trustworthy and inspiring content in the moments that matter most during the discovery and purchase cycle. The result? Time and money spent on content that doesn't attract new consumers, convert them, or earn their long-term loyalty. Our brand promise : closing the gap between brands and consumers. Founded in 2005, Bazaarvoice is headquartered in Austin, Texas with offices in North America, Europe, Asia and Australia. It’s official: Bazaarvoice is a Great Place to Work in the US , Australia, India, Lithuania, France, Germany and the UK! As a Technical Success Manager, you’ll be joining our Client Services team as Tier 2 support working with our APAC clients troubleshooting and resolving technical inquiries and bug fixes and helping clients utilize our platform in the most optimal way. Ultimately, you’ll be ensuring the technical health of our client portfolio. You’ll also act as a technical relationship manager providing best practices guidance with our clients via case and phone communications working in a timely and efficient manner to ensure compliance with defined SLO’s. As you will be working with our

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. Smartsheet is looking for a Customer Success Manager to manage a set of large enterprise accounts and improve customer satisfaction, application engagement, customer retention, and growth. You will be the primary contact for customers, understanding their success criteria, sharing best practices, providing solution guidance, and helping them realize value from Smartsheet. You have a track record for Software as a Service (SaaS) account management and maintaining high customer renewal rates because of ongoing customer engagement and technical leadership. You will report to a Manager of Customer Success and may work remotely. Due to the collaborative nature of this role with Account Teams (Sales, Presales, Services) ideal candidates live in the Central or Eastern United States. You Will: Perform initial onboarding of accounts with enterprise level customers, ensuring adoption and ongoing engagement throughout the customer's lifecycle Partner with a cross-functional account team to develop a territory plan that maximizes customer satisfaction, retention, and expansion Develop and execute a data-driven enablement strategy that increases customer adoption, showcases product value, and strengthens customer re

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

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

We're looking for a Customer Success Manager with a deep understanding of analytics and business intelligence to join our team. This role is critical for ensuring our customers maximize the value they derive from our platform, with a direct focus on improving Net Dollar Retention (NDR) through strategic account management and growth initiatives. This is an in-office role based out of the San Francisco office. Key Responsibilities: Strategic Account Management: Build and maintain strong relationships with decision-makers and influencers within our customer base, with a focus on high-value accounts. Analytics Expertise: Leverage your deep understanding of analytics and business intelligence to guide customers in optimizing their use of Sigma Computing's platform. Help them understand their data and gain actionable insights. NDR Growth: Develop and implement strategies aimed at maximizing NDR. This includes identifying opportunities for upselling and cross-selling, as well as reducing churn through proactive engagement and solution-oriented support. Customer Advocacy: Serve as the bridge between our customers and our product team. Advocate for features, enhancements, and integrations that will drive customer satisfaction and retention. Success Plans: Collaborate with customers to develop and execute success plans that align Sigma Computing's capabilities with the customer's business goals and objectives. Educational Initiatives: Design and deliver training sessions, webinars, and workshops to increase product knowledge, adoption, and engagement among our user base. Required Skills / Experience: Bachelor’s or Master’s degree in Business, Analytics, Computer Science, or a related field. 4+ years of experience in a customer success, account management, or consultative role within the SaaS, analytics, or business intelligence industry. Strong analytical skills with a proven ability to solve complex problems using data. Excellent communication and interpersona

WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU Our Customer Success team powers long-term customer value and growth across the West region. We’re hiring Customer Success Managers based in San Francisco or Redwood City to own a book of SMB accounts, drive adoption, and partner with customers to deliver measurable outcomes. You’ll bring operational rigor, a growth mindset, and strong relationship skills to help our customers realize the full value of Box. In this role, you will manage a curated portfolio with flexibility to travel for high-impact onsite moments. You’ll collaborate across teams, lead value-focused demos, and turn insights into action that increases retention and expansion. WHAT YOU’LL DO We are an AI-first company. This means you approach your work with a growth mindset a