JobPosting
title: Customer Success Manager (Bay Area, CA)
description: 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
date posted: 2026-08-04T04:05:11.550Z
valid through: 2026-10-03T04:05:11.550Z
direct apply: false
occupational category: Operations
industry: Technology
skills: Customer Success
skills: Program Management
skills: Consulting
skills: Professional Services
skills: Strategy Execution
skills: Strategic Portfolio Management
skills: AI tools
hiring organization: WorkBoard
job location: Place
  address: PostalAddress
    address locality: Redwood City
    address region: California
    address country: US
employment type: FULL_TIME