Senior Customer Success Manager
About The Position
Premier Global Links LLC is recruiting on behalf of a confidential, high-growth AI software company serving credit unions, community banks, and contact centers. The company offers AI-powered voice, chat, and employee-assistance solutions to help financial institutions automate customer interactions and improve operational efficiency. The Senior Customer Success Manager will manage strategic enterprise accounts, build executive relationships, drive product adoption, and improve customer retention and expansion. This role suits a product-minded customer success professional who understands technical SaaS products and can thrive in a fast-growing environment. The position requires working on-site in San Francisco five days per week, with travel to customer locations across the United States approximately one to two days per month.
Requirements
- 5–10 years of experience in Customer Success Management within B2B SaaS.
- Demonstrated success managing enterprise or larger mid-market accounts and building long-term relationships with executive stakeholders.
- At least one year of experience at a venture-backed, high-growth startup, preferably Series A–D.
- Strong understanding of technical software products and ability to connect product capabilities to customer business outcomes.
- Experience managing account health, retention, renewals, and customer success plans.
- Strong executive communication, analytical, problem-solving, and presentation skills.
- Experience building or improving processes in a fast-changing environment.
- Bachelor's degree or equivalent qualification as required by the employer.
- Ability to work on-site in San Francisco five days per week.
- Willingness to travel to customer locations across the United States approximately 1–2 days per month.
- Familiarity with AI productivity tools such as ChatGPT or Claude.
Nice To Haves
- Experience in financial services, credit unions, community banking, or fintech.
- Background in contact center software, CCaaS, conversational AI, or voice AI.
- Experience with strategic account expansion and net revenue retention (NRR).
- Experience translating technical product metrics into executive-level business insights.
- Experience working closely with Product, Engineering, and Sales teams.
Responsibilities
- Own a portfolio of strategic financial services accounts and serve as a trusted advisor to VP- and C-level stakeholders.
- Drive customer onboarding, product adoption, account health, retention, and renewal readiness.
- Lead quarterly and executive business reviews, presenting performance insights and strategic recommendations.
- Translate AI automation, adoption, and containment metrics into measurable customer value.
- Identify account growth and expansion opportunities in partnership with Sales.
- Proactively identify customer risks and develop plans to improve satisfaction and retention.
- Communicate customer feedback, product gaps, and adoption challenges to Product and Engineering teams.
- Develop and improve customer success processes, playbooks, reporting, and account management practices.
- Maintain accurate CRM records, account health documentation, and renewal forecasts.
- Use AI productivity tools to improve research, communication, and customer success workflows.
Benefits
- Opportunity to influence product direction through direct customer feedback.
- Collaborative environment with close access to company leadership and product teams.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
