About The Position

As a Pulse Customer Success Manager at AuditBoard you’ll manage a large book of SaaS customers using digital engagement, automation, and data-driven strategies. This role focuses on delivering value at scale — ensuring product adoption, driving retention, and uncovering growth opportunities — while maximizing efficiency and customer experience. You’ll partner closely with Customer Marketing, Product, and Operations to support thousands of users through lifecycle programs and tech-touch engagement.

Requirements

  • 3+ years of experience in Customer Success (CSM), successfully managing complex customer relationships in a B2B SaaS environment.
  • Proven experience in audit (internal or external), risk management, compliance, or GRC frameworks or tools, with a strong focus on addressing enterprise-level challenges and delivering meaningful customer outcomes (preferred).
  • 1+ years of hands-on experience with AuditBoard modules, data load processes, and advanced configurations (a plus).
  • Exceptional communication, relationship-building, and problem-solving skills, with an ability to engage and influence stakeholders at all organizational levels.
  • Possess the ability to interface with C-level executives to drive program strategy and ROI.
  • Familiarity with customer success tools like Gainsight, Salesforce, or similar platforms (a plus).
  • Self-motivated and proactive, with the ability to work independently and manage ambiguity effectively.

Responsibilities

  • Develop and maintain strong relationships with key customer stakeholders, working to develop strategic plans that align with their business objectives, driving mutual success and growth.
  • Stay abreast of product updates and features, providing customers with insights on leveraging our solutions to meet their unique needs.
  • Proactively identify and address customer issues, collaborating with internal teams to ensure swift and effective problem resolution.
  • Gather customer feedback and insights, advocating for customer needs within the organization to drive product improvements.
  • Conduct 1:many sessions to empower customers to maximize the value of our products/services, offering ongoing education and support (including live webinars, email outreaches, community content, and more…).
  • Collaborate with customers to maximize the value they derive from our products/services, ensuring that our solutions continue to meet and exceed their expectations over time.
  • Devote efforts to ensuring high customer satisfaction and loyalty, developing strategies to minimize churn, and fostering long-term relationships with our clients.
  • Identify and execute opportunities for account expansion, whether through upselling or cross-selling additional products or services, and providing customers with a comprehensive and integrated solution to meet their needs.

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.
  • Remote and hybrid work options, plus lunch in the Cerritos office.
  • 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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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

501-1,000 employees

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