Portfolio Value Partner

Totango

40d•$70,000 - $80,000

About The Position

Totango is looking for a Portfolio Value Partner to manage a high-volume portfolio of SMB and digitally supported customers. This role is designed for someone who thrives in a fast-paced environment and enjoys balancing customer value, renewals, and operational scale. The Portfolio Value Partner will own a portfolio of up to 75 customers, ensuring they realize meaningful value from Totango while successfully navigating renewal cycles. This role is optimized for high-volume relationship management, where prioritization, efficiency, and strong communication are key. We are also in a period of rapid evolution and growth, which means the ideal candidate is someone who is energized by change. Processes will continue to evolve, playbooks will iterate, and this role will play an active part in helping shape how we scale customer success for our growing customer base. If you enjoy building, experimenting, and improving how things work, this role offers the opportunity to have a real impact.

Requirements

1–3 years experience in Customer Success, Account Management, or a similar customer-facing role
Experience managing multiple customer relationships in a SaaS or technology environment
Strong communication and relationship management skills
Ability to prioritize and manage a high-volume portfolio of customers
Data-driven mindset with the ability to interpret health signals and renewal indicators
Comfort working in a fast-moving environment where processes evolve

Nice To Haves

Highly organized and operationally minded
Comfortable navigating change and ambiguity
Energized by building and improving systems
Customer-centric with strong ownership over outcomes
Curious and proactive in identifying ways to create value

Responsibilities

Value Realization
Own the success and value attainment of a portfolio of up to 75 SMB and digitally supported customers
Help customers operationalize Totango to drive measurable improvements in customer retention, growth, and lifecycle management
Reinforce best practices and strategic use cases that help customers maximize the value of the platfor
Monitor account health, engagement signals, and product usage to ensure customers are progressing toward value
Renewal Ownership
Own and manage the full renewal lifecycle for all accounts within your portfolio
Drive proactive renewal conversations that reinforce business impact and platform value
Identify potential risks early and work cross-functionally to mitigate them ahead of renewal
Maintain strong retention across a high-volume book of business
Scaled Portfolio Management
Manage a high-volume customer portfolio through structured prioritization based on renewal timing, account health, and opportunity signals
Engage customers on a monthly or as-needed cadence depending on risk, value milestones, or renewal proximity
Maintain clear documentation of value attainment, risks, and renewal readiness
Growth & Expansion Support
Identify opportunities where customers could deepen their use of Totang
Surface expansion opportunities to the sales team when appropriate
Help customers identify new ways to operationalize Customer Success and Customer-Led Growth strategies
Build & Iterate
Contribute to the evolution of our scaled Customer Success mode
Help refine playbooks, engagement models, and renewal strategies as we continue to scale
Share feedback and insights from customers to help improve our approach to value realization