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Mar 17, 2026

Senior CSM- (High Growth, B2B SaaS, Automation Platform)

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Key Responsibilities Scaled Customer Portfolio & Digital Success Leadership • Own the health, retention, and growth of a large portfolio of B2B SaaS customers • Monitor product usage data, engagement signals, and health indicators to proactively identify risks and growth opportunities • Design and implement scalable engagement strategies, lifecycle programs, and digital workflows to support a broad customer base • Track, analyze, and optimize key success metrics including adoption, retention, expansion, and overall customer value • Act as a trusted advisor at scale, helping customers realize measurable business outcomes from the platform Account Strategy & Long-Term Value Creation • Develop a deep understanding of customer business priorities, operational challenges, and strategic goals • Build and execute success plans aligned to customer objectives that drive long-term retention and account growth • Identify opportunities for automation, new use cases, and deeper platform adoption that expand business impact • Surface early risk signals and lead structured mitigation strategies to protect customer value and retention Strategic Partnership & Stakeholder Influence • Connect platform capabilities to customers’ strategic initiatives, transformation efforts, and operational goals • Own the account narrative, including the current state, future roadmap, and long-term vision for success • Build strong relationships with cross-functional stakeholders across business, technical, and executive teams • Position the company as a strategic partner and advisor rather than simply a software vendor Value Communication & Operational Accountability • Use data-driven insights and storytelling to demonstrate impact, progress, and return on investment • Maintain forward momentum through structured planning, clear action plans, and measurable outcomes • Hold customers and internal teams accountable to commitments, timelines, and success milestones • Proactively remove blockers, escalate when necessary, and bring clarity to complex or ambiguous situations