Customer Success Manager

Customer Success Manager – Workflows & Sales Engineering
Fulltime | Remote

ROLE OVERVIEW
The Customer Success Manager (CSM) designs, implements, and optimizes AIpowered workflows for enterprise customers and supports account executives during latestage sales cycles. The role blends client communication, solution architecture, and execution oversight.

CORE RESPONSIBILITIES
Workflow Design

• Translate business objectives into scalable AI workflows.

• Define data inputs, integration points, and performance metrics with client technical teams.

• Implementation & Adoption

  • Lead endtoend deployment plans, coordinating internal engineers and client stakeholders.

  • Remove blockers, document configurations, and ensure onschedule launches.

  • Sales Enablement

    • Join sales calls to validate technical fit, outline implementation effort, and build prospect confidence.

    • Provide demo environments or proofofconcept configurations as needed.

    • Performance Optimization

      • Track KPIs such as traffic, conversion, and revenue impact.

      • Recommend and implement datadriven improvements.

      • Training & Documentation

        • Deliver enablement sessions and write stepbystep guides for client teams.

        • Turn successful rollouts into reusable playbooks.

        • Product Feedback

          • Collect client insights and submit clear, prioritized requests to Product and Engineering.

          • QUALIFICATIONS

            • 5+ years leading SaaS implementations or workflowdriven projects (AI, automation, or data platforms preferred).

            • 3+ years supporting enterprise accounts and managing multistakeholder relationships.

            • Proven experience partnering with sales teams to close complex technical deals.

            • Strong analytical skills; familiarity with SQL or Python is a plus.

            • Excellent verbal and written communication, equally effective with business and technical audiences.

            • Selfdirected and adaptable, comfortable in fastmoving environments aligned to U.S. time zones.

            • BENEFITS

              • Fully remote work with flexible scheduling.

              • Collaborative, highgrowth environment with close ties to product, engineering, and sales.