Customer Success Manager, Strategic

Full time
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Job Details

Employment Type

Full time

Salary

0.00 USD

Valid Through

Aug 26, 2025

Job Description

About Our ClientOur client has more than 3,000 customers worldwide and is backed by some of Silicon Valley's best firms, and has raised $120M to empower dealmakers to find, manage, and close more deals. Their Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. The company is proud to have received awards as well as to be certified as a great place to work for the last 5 years running.

About The RoleIn this role, you'll drive strategic renewals and upsells while working closely with clients to understand and address their business needs. The role will be highly cross-functional. You will work closely with clients to understand and address their business needs while also interfacing with sales, product, and engineering teams to make sure client concerns are prioritized. This position will report directly to the VP of Customer Success.

You will be joining a seasoned team of talented professionals and leaders who are here to help support you and your success! If you are excited by the challenges a growing company offers, a lot of autonomy, and the prospect of shaping how interactions with clients are done, then this is a great opportunity. What will I be doing?Own a book of the company's largest and most strategic customers, and drive renewals and upsells for these accounts. Serve as a Customer Advocate: build a strategy to manage the engagement and success of clients.

Act as a trusted advisor to customers to drive broad product adoption and ensure they reach a high level of satisfaction with the product. Become a product expert: Develop best practices to share across clients, helping them best leverage the product's full functionality. Interface closely with sales, support, product, and engineering teams to share client feedback, resolve escalations, deliver outstanding client experiences, and directly impact the product roadmap. Qualifications: Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification.

The hiring company is dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t perfectly align with the qualifications above, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Required5+ years of experience as a Customer Success Manager, Account Manager, or similar role. Proven track record of achieving commercial targets and goals in a customer success organization, preferably in an enterprise SaaS setting. Experience managing complex accounts, renewals, and upsells/cross-sells.

Excellent interpersonal skills with a history of building strong business relationships. An influential communicator with experience presenting to small and large audiences. Proficient in organization, account prioritization, and time management. Proven experience executing the customer journey while maintaining excellent internal operational cadences. Ability to orchestrate cross-functional resources to ensure the success of clients. Excited by the startup environment; you want to contribute to fine-tuning the structure and process to scale the customer success team. Bonus points for: Experience working at a SaaS company in the CRM, data services space or financial services clients. Location:

New York City or San Francisco, CABenefitsValues: A company that prides itself in everything it does. They embrace a growth mindset, engage in respectful candor, act as playmakers, and dive deep into experiences to create the best outcomes for colleagues and clients. Health Benefits: Comprehensive medical, dental, and vision insurance premiums are covered, with PPO, HDHP and HMO options (in CA), and offer flexible personal & sick days to support your well-being. Retirement Planning: A 401(k) plan is offered to help you plan for your future. Learning & Development: An annual education budget and a comprehensive L&D program. Wellness Support:

Reimbursement is offered monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness. Team Connection: Virtual team-building activities and socials to keep the team connected, because building strong relationships is key to success. Salary RangeA reasonable estimate of the current range is $130,000. 00 - $182,000. 00 USD Base. Note: “We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

Swooped helps candidates around the world to discover and stay focused on the jobs they want until they can complete a full application in the hiring company career page/ATS. ”

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