Manage a broad portfolio of Enterprise and Commercial customers using a scalable, one-to-many engagement model
Deliver value through digital touchpoints, including webinars, email campaigns, in-app messaging, and group sessions
Monitor and act on customer health signals (usage, engagement, sentiment) to proactively mitigate risk and drive adoption
Execute playbooks and workflows to support onboarding, product adoption, renewal readiness, and expansion opportunities
Support customers in achieving their goals through structured success journeys and best practice guidance
Identify and escalate at-risk accounts or high-impact opportunities for Sales or higher-touch CS coverage
Maintain accurate data in the customer success platform (e.g., Planhat), including engagement, risks, and lifecycle stage
Contribute to the development and optimization of scaled CS programs, content, and automation workflows
Partner cross-functionally with Sales, Support, Product, and Marketing to improve the customer experience

1-3 years of experience in Customer Success, Account Management, or related SaaS roles
Experience managing high-volume account portfolios or working in a scaled/tech-touch model
Strong communication skills, with the ability to engage customers effectively in one-to-many formats
A data-driven mindset—comfortable interpreting usage data and customer signals to inform actions
Highly organized with the ability to manage competing priorities at scale
Proactive, solutions-oriented, and comfortable working in a fast-paced, evolving environment
Experience working with CRM/CS platforms (e.g., Planhat, Salesforce)

Customer Success Manager,CX

Key skills