Customer Success Manager (Bay Area, CA)

We are seeking a Customer Success Manager to consult with clients on achieving their company's strategy and applying our solution to make alignment and accountability easy.

As a Customer Success Manager, you will form strategic advisor relationships with C-Level Executives and coach their teams to manage, communicate, and operationalize their results achievement.

Responsibilities:

• Construct and execute self-sustaining programs that alter the way global companies run their businesses and drive outcomes.
• Form deep, trusted relationships with Senior Executives and Program Teams.
• Train and enable customers to increase business results from the WorkBoard platform.

Requirements:

• 5-8 years of overall work experience with 3 years in Customer Success, Program Management, Consulting, or Professional Services.
• Experience working in a high-growth SaaS technology company.
• Comfortable working with AI tools and an AI-forward mindset.
• Experience with strategy execution and strategic portfolio management is a plus.

Within one month, you will:

• Be certified as a WorkBoard Expert and OKR Coach.
• Deep-dive with sales, customer success, and strategic services teams.
• Articulate the value, benefits, and relevance of our platform.

Within three months, you will:

• Lead customer success plans and Program Teams at client accounts.
• Measure, plan, optimize, and ensure program drives results achievement for customers.
• Build an active WorkBoard community.

Within six months, you will:

• Manage 10-15 client teams.
• Develop two-dozen champions for WorkBoard.

Benefits:

• Discretionary Time off & sick days
• Paid holidays
• Health insurance
• 401K with employer matching
• Quarterly All-Hands Meetings