CareerPlan

Senior Customer Success Manager

New York, NYFull-time$100k2026-09-29 → 2026-11-11

Core

Senior Customer Success Manager owning a portfolio of large, complex, high-growth accounts in financial services and regulated tech, serving as a strategic advisor to drive retention and expansion.

Role type

Senior IC Customer Success Manager (Enterprise)

Builds

Enterprise SaaS platform for information archiving, surveillance, eDiscovery, and analytics

Domain

Enterprise SaaS / Financial Services / Regulated Tech

Required skills

Account strategy & management, C-suite stakeholder engagement, renewal negotiation, cross-functional team orchestration, revenue retention (NRR), pipeline forecasting

Preferred skills

Managing $500K+ ARR accounts, regulated industry experience (financial/legal/healthcare), procurement negotiation, Salesforce proficiency, CS platform experience (Gainsight/Totango)

Technologies

Salesforce, Gainsight, Totango, ChurnZero

Responsibilities

Build long-term account plans for large-cap accounts, lead Executive Business Reviews, own full renewal lifecycle including procurement negotiations, identify cross-sell/upsell opportunities, coach and mentor team members, advocate for product enhancements based on customer data

Seniority

Senior, hands-on IC