Customer Success Manager
Level AccessAbout the role
The Senior Customer Success Manager is a highly experienced individual contributor who owns complex, high‑impact customer relationships and plays a critical role in shaping Customer Success practices, outcomes, and cross‑functional alignment.
This role is responsible not only for driving customer retention, adoption, and value realization across a portfolio of strategic customers, but also for leading through influence — mentoring peers, improving processes, and proactively aligning internal teams to customer outcomes.
Senior CSMs operate with a high degree of autonomy, apply deep domain expertise to non‑routine problems, and act as trusted advisors to both customers and internal stakeholders.
Success Measures (KPIs)
- Gross Retention (dollars and logos) across a complex or strategic book of business
- Product Adoption and Engagement (utilization, depth, and maturity over time)
- Customer Satisfaction (CSAT / NPS)
- Accessibility Maturity and long‑term progress against customer goals
- Contribution to team‑level improvements (playbooks, process, enablement)
Key Responsibilities
Strategic Relationship Ownership
- Own and lead complex, high‑value, or high‑risk customer relationships, demonstrating strong judgment and independent decision‑making
- Develop deep understanding of customer business objectives, success criteria, and accessibility maturity
- Serve as a trusted advisor to senior customer stakeholders, including executive‑level contacts
- Lead strategic Business Reviews, synthesizing data, outcomes, risks, and forward‑looking recommendations
- Anticipate customer challenges and proactively adjust engagement strategies to protect retention and long‑term value
Customer Value, Adoption & Outcomes
- Design and execute customized adoption and engagement strategies aligned to customer goals and maturity
- Translate customer goals into actionable platform usage, process improvements, and roadmap alignment
- Identify patterns across accounts to surface expansion opportunities, churn risks, or systemic adoption barriers
- Provide advanced product guidance and contribute meaningful feedback into product and roadmap discussions
- Partner with Onboarding, Support, Services, and Product to remove blockers and improve time‑to‑value
Cross‑Functional Leadership & Influence
- Lead coordination across Sales, Account Management, Product, Support, and Services to ensure cohesive customer execution
- Anticipate cross‑functional needs and proactively align stakeholders before issues escalate
- Advocate for customers by translating their needs into clear, actionable internal priorities
- Help resolve friction across teams while maintaining focus on customer outcomes and company goals
- Influence renewal and growth strategy through insight, data, and strong partnership with Account Management
Customer Advocacy & Program Maturity
- Act as a senior voice of the customer within the organization, influencing improvements beyond individual accounts
- Guide customers through accessibility program maturity, including process change, operationalization, and culture change
- Monitor progress against customer milestones and adjust strategies in response to evolving needs or ambiguity
- Support customers through complex or uncertain situations, providing clarity, prioritization, and confidence
Team Impact, Mentorship & Process Improvement
- Serve as a resource and mentor to other CSMs by sharing best practices, insights, and guidance
- Contribute to the development and refinement of CS playbooks, frameworks, and scalable processes
- Identify recurring issues or inefficiencies and propose improvements that raise the bar for the entire team
- Model strong collaboration, communication, and accountability in alignment with CARE behaviors
Qualifications
Required
- 7+ years of experience in Customer Success, Account Management, or a related SaaS customer‑facing role
- Proven success managing complex, enterprise, or strategic customer relationships
- Strong understanding of SaaS business models, ARR, retention, and expansion drivers
- Demonstrated ability to operate independently, manage ambiguity, and solve non‑routine problems
- Excellent communication skills, with the ability to translate complex concepts for diverse audiences
- Experience using CRM and CS platforms (e.g., Salesforce, Gainsight) to manage and analyze customer portfolios
- High level of comfort partnerin
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