CareerPlan

Customer Success Manager

New York CityFull-time2026-11-06 → 2026-11-08
Hybrid

Core

Own deployment, onboarding, adoption, and renewal for enterprise accounts using AI agents in financial and Fortune 500 environments.

Role type

Senior Customer Success Manager (Enterprise)

Builds

AI agent deployments and workflows for end-to-end knowledge work

Domain

Enterprise SaaS / AI Agents / Financial Services

Deliverable

production ML models

Required skills

Enterprise account management, deployment leadership, user training and enablement, adoption monitoring, churn risk mitigation, product feedback translation, process creation

Preferred skills

Early-stage startup experience, AI or developer tools deployment experience

Technologies

AI agents, integrations, security tools

Responsibilities

Lead customer deployments and configure integrations, run onboarding sessions and workshops, monitor usage and drive firmwide adoption, protect accounts from churn and identify expansion opportunities, translate customer feedback into product roadmap input, build scalable onboarding playbooks and support processes