The global standard in no-code contract lifecycle management (CLM) software.
Principal Customer Success Manager – Technical
Location
United States
Posted
18 days ago
Salary
0
Seniority
Lead
Job Description
Principal Customer Success Manager – Technical
Agiloft
• Build and maintain strong relationships with key customer contacts, implementation teams, partner implementers, and internal stakeholders to ensure continuity and progress on large-scale service engagements. • Partner closely with customers to drive engagement, retention, and expansion. Conduct regular Business Reviews with key accounts to assess progress, understand evolving needs, and align on growth strategies. • Proactively monitor customer usage trends to identify potential risks, uncover new opportunities for growth, and recommend strategies for increased adoption. • Act as a trusted advisor to customers, adopting a customer-first mindset to understand their business needs and advocate for their success. • Provide expertise to assess client needs and identify valuable solutions that our product can deliver. • Set clear, transparent goals to meet client requirements, working closely with internal teams to ensure goal alignment and successful delivery. • Maintain consistent and transparent communication with customers and internal stakeholders, representing the customer’s voice across teams. • Be passionate about data and insights, using data to drive meaningful change and demonstrate measurable impact. • Conduct L1 product demos, review new features and functionalities, and advise customers on technical setups and configurations to enhance their product experience. • Guide feature adoption, facilitate onboarding, and manage change effectively, providing proactive support for key functionalities. • Partner with AEs to identify and qualify upsell opportunities, generating internal referrals and contributing to pipeline growth.
Job Requirements
- 5+ years in customer success, account management, or related fields, with experience in technical solutions and complex service engagements.
- Proven experience in identifying upsell opportunities and driving growth within customer accounts.
- Strong technical acumen with the ability to deliver product demos and consult on technical configurations.
- Excellent interpersonal and communication skills, with a strong focus on customer-centric engagement and cross-functional collaboration.
- Demonstrated ability to manage multiple accounts and objectives in a fast-paced environment.
Benefits
- Medical, dental, and vision insurance
- Short term and long-term disability
- Life insurance and AD&D
- Supplemental life insurance (Employee/Spouse/Child)
- Health care and dependent care Flexible Spending Accounts
- 401(k) with company match
- Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non- overtime eligible) position.
- Paid parental leave
- Voluntary benefits including pet insurance
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