Customer Success Manager
Core
Ensure high-value customers on the Signature Success Plan achieve significant ROI by acting as a trusted advisor and extension of their workforce.
Role type
Senior Customer Success Manager (Sales Cloud & AI Agents)
Builds
Customer retention, expansion, and successful delivery of Signature Success Plan deliverables
Domain
SaaS / CRM / AI Agents
Required skills
Customer success management, stakeholder management, consulting, business value alignment, technical troubleshooting, sales process knowledge, AI agent literacy, prompt engineering basics, incident management
Preferred skills
Salesforce Certified Administrator, Sales Cloud Consultant certification, experience with Einstein Lead Scoring, experience with Sales Cloud automation (flows, process builder)
Technologies
Salesforce Sales Cloud, Einstein Lead Scoring, Process Builder, Flows, Lightning Sales Console, AI Agents
Responsibilities
Serve as single point of accountability for Signature deliverables and customer experience; Develop and maintain executive-level relationships with customer IT and business leadership; Proactively monitor customer health, conduct quarterly reviews, and provide tailored release recommendations; Act as primary point of contact for major incidents; Partner with Sales, Engineering, and Product Management to drive revenue opportunities; Use AI tools for routine tasks like meeting summaries and data collection.
Seniority
Senior, hands-on IC