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Optro

Headquartered in Wilmington, Delaware, Optro, founded in 2014, is a technology company that provides an AI-powered governance, risk, and compliance (GRC) platform designed to help

Customer Success Manager

Location

Poland

Posted

66 days ago

Salary

0

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Customer Success Manager

Optro

• Manage a high volume of customers using one-to-many communication strategies • Segment accounts and tailor engagement based on lifecycle stage and product usage • Maintain visibility into portfolio health via CRM/CS tools • Monitor churn risk through behavioral signals and health scores • Deploy automated renewal readiness campaigns and escalation workflows • Coordinate with Sales/Renewals on scaled renewal plays and messaging • Identify product-qualified leads (PQLs) and usage-based expansion opportunities • Trigger in-app messages, emails, or nurture campaigns to promote expansion • Collaborate with Sales to transition qualified opportunities • Guide customers to the right support resources (self-serve or live) • Triage and route issues when automation fails, escalating critical items as needed • Surface common support themes to improve FAQs and content • Build and launch onboarding journeys and adoption campaigns at scale • Monitor usage metrics and proactively engage underutilizing accounts • Leverage in-app guides, videos, and webinars to drive feature adoption • Cultivate digital relationships through community engagement, newsletters, and events • Respond to customer inquiries and feedback via email, surveys, or webinars • Collect and act on sentiment and Voice of Customer (VoC) data • Identify ways to improve lifecycle automation, segmentation logic, and engagement flows • Work with CS Ops to optimize systems, playbooks, and reporting • Contribute to process documentation and customer journey mapping • Partner with Product and Marketing to align campaigns and messaging • Share customer insights to influence roadmap and content priorities • Collaborate with CS Ops on playbook triggers and system improvements • Partner with CX team on scaled CS KPIs: email open rates, campaign engagement, adoption lifts • Maintain accurate data in CRM and CS platforms (e.g., Gainsight) • Use insights to iterate on customer programs and journeys with CX team

Job Requirements

  • 3+ years of experience in Customer Success, Account Management, or a related field, successfully managing complex customer relationships in a B2B SaaS environment.
  • 1+ years of hands-on experience with AuditBoard/Optro modules, data load processes, and advanced configurations
  • Familiarity with customer success tools like Gainsight, Salesforce, or similar platforms
  • Proven experience in audit (internal or external), risk management, compliance, or management consulting, with an emphasis on solving enterprise-level challenges and driving customer outcomes
  • Exceptional communication, relationship-building, and problem-solving skills, with an ability to engage and influence stakeholders at all organizational levels.
  • Self-motivated and proactive, with the ability to work independently and manage ambiguity effectively.

Benefits

  • Launch a career at one of the fastest-growing SaaS companies in North America!
  • Live your best life (LYBL)! $200/mo for anything that enhances your life
  • Comprehensive employee health coverage (all locations)
  • 401K with match (US) or pension with match (UK)
  • Competitive compensation & bonus program
  • Flexible Vacation (US exempt & CA) or 25 days (UK)
  • Time off for your birthday & volunteering
  • Employee resource groups
  • Opportunities for team and company-wide get-togethers!

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