Customer Success Manager (CSM)
About The Position
Treasure AI’s Customer Success team partners with existing customers to grow the value its customer data platform (CDP) brings to their organizations. The Customer Success Manager leads day-to-day customer relationships and drives strategic success through goal setting and action planning, including use case workshops and maturity assessments. The role serves as the voice of the customer within Treasure AI, working across Product Management, Engineering, Marketing, Industry Principals, and Professional Services to support customer success. It also represents Treasure AI to customers by sharing roadmap updates and facilitating conversations with Product teams. The position uses AI tools to identify adoption gaps, account risks, and expansion opportunities; helps customers apply Treasure AI capabilities to their data strategies; and uses AI to streamline account planning and other administrative work. The role follows a hybrid schedule of three days in the office and two remote, with average travel of 25%.
Requirements
- At least 5 years of Customer Success or related experience.
- Proven ability to communicate across business and technical concepts, including ROAS, critical metrics, Big Data and Analytics, Data Warehousing, API and software integrations, and SQL.
- Independent drive for continuous improvement.
Nice To Haves
- Background in one or more of Marketing, SaaS/Martech/Adtech, or Analytics/Business Intelligence.
Responsibilities
- Build and maintain success plans with customer leadership focused on increasing the value generated by Treasure AI.
- Encourage and enable adoption of the full product and identify opportunities for enterprise expansion.
- Coordinate with internal teams and external partners to support smooth implementations and timely, relevant ongoing strategic support.
- Use customer success resources and tools, including Slack, QBRs, customer on-sites, Support, Industry Principals, Professional Services, and Executive Sponsors.
- Partner with Marketing on customer success stories and co-marketing opportunities.
- Use AI tools such as Treasure Work to synthesize product usage, support history, and engagement data to identify adoption gaps, at-risk accounts, and expansion opportunities.
- Guide customers in applying Treasure AI capabilities to advance their data strategies and achieve measurable outcomes.
- Use AI to streamline account planning, research, meeting preparation, and creation of executive briefings or SBR materials.
- Share roadmap updates with customers and facilitate conversations between customers and Product teams.
Benefits
- Comprehensive medical, dental, and vision plans.
- Employee Assistance Program (EAP).
- Competitive compensation packages.
- Company-paid life insurance at three times salary.
- Company-paid short- and long-term disability coverage.
- 401(k) retirement plan with a 4% company match.
- Restricted Stock Units (RSU).
- Flexible Time Off (FTO).
- Up to 26 weeks of paid parental leave, including a post-partum night nurse.
- Carrot global reproductive health and family-building benefit.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
