CareerPlan

Principal Customer Success Manager

San Francisco, CAFull-time$200k–$247k2026-10-28 → 2026-11-10
Hybrid

Core

Partner with strategic enterprise customers to drive adoption, retention, and measurable value of Fin, an AI customer service agent, guiding them from strategy through implementation and renewal.

Role type

Principal Customer Success Manager (Strategic Enterprise)

Builds

Customer success strategies, adoption roadmaps, and value realization plans for AI agent deployments.

Domain

SaaS / Enterprise Customer Success / AI / Customer Experience

Deliverable

production ML models

Required skills

Strategic account management, executive relationship building, complex enterprise implementation, business process mapping, solution design, program management, ROI analysis, stakeholder alignment, AI/automation acumen, mentorship

Preferred skills

Management consulting background, experience with Salesforce ecosystem, deep knowledge of AI-agent market

Technologies

Fin AI Agent, Intercom, Salesforce CRM

Responsibilities

Own health and success strategy for a portfolio of strategic enterprise customers; Lead executive conversations, strategic planning, and QBRs/EBRs; Drive measurable value realization by tying Fin outcomes to customer goals; Develop and prioritize customer-specific AI and automation roadmaps; Guide complex enterprise implementations and adoption programs; Partner with internal teams to translate requirements into solution designs; Mentor other CSMs and contribute to team playbooks.

Seniority

Principal, hands-on IC with strategic influence