Demo

Principal Customer Success Manager

Jobot
San Francisco, CA Full Time
POSTED ON 4/14/2026
AVAILABLE BEFORE 5/9/2026
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Job details:
Our client in SF is looking to hire a Customer Success Manager experienced working with enterprise size accounts! Hybrid opportunity.

This Jobot Job is hosted by: Nick Frei
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $150,000 - $185,000 per year


A bit about us:

We are looking for a Senior Level/experienced Customer Success Manager to join our team. This is a permanent position, where you will play a vital role in driving the success with our large enterprise customers. You will be responsible for developing customer relationships that promote retention and loyalty, working closely with customers to ensure they are satisfied with the services they receive and to improve upon areas of dissatisfaction. This role is pivotal to our company as it is the bridge between our valued clients and our internal teams.


Why join us?
  • 401k
  • medical,dental, vision
  • PTO
  • incredible opportunity with growing client base and organization
  • bonus around 20%
  • base salary up to $180k


Job Details

esponsibilities:

1. Develop and execute customer success plans that outline their critical success factors, detailing customer’s usage and adoption trends, and provide insights to customers to ensure they get the most out of our platform with the aim of helping grow our customer base.

2. Be the trusted advisor for our customers by deeply understanding their business and aligning their needs with our solutions.

3. Advocate customer needs/issues cross-departmentally and program-manage customer concerns.

4. Communicate effectively with both internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learnings.

5. Drive upsell and expansion opportunities by identifying new areas of growth and making strategic recommendations.

6. Partner with Sales teams to drive new business and identify opportunities for customer portfolio growth.

7. Collaborate with the marketing team to develop customer stories and references to leverage for PR and sales enablement.

Qualifications:

1. 5 years of experience in a Customer Success, Relationship Management, Account Management, or similar role, preferably in the tech services industry.

2. Proven experience with Salesforce, Hubspot, Wealth Intelligence, Fintech, and other relevant CRM systems.

3. Experience in working with enterprise-level customers and driving customer retention and growth.

4. Prior experience in the financial sector with companies like Vanguard, Bank of America, Chase is highly desirable.

5. Strong understanding of how to navigate enterprise organizations to find and engage decision-makers and stakeholders.

6. Excellent communication skills with the ability to engage and influence senior executives.

7. Strong knowledge of the 'Go To Market' strategies and Enterprise Sales.

8. Proven effectiveness at leading and facilitating executive meetings and workshops.

9. Ability to manage influence through persuasion, negotiation, and consensus building.

10. Bachelor's degree in Business, Marketing, or related field. An MBA would be a plus.

If you are a passionate customer advocate with a proven track record of success, we would love to hear from you. This is an exciting opportunity to be part of a fast-paced, growing tech company where your contributions can make a significant impact.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.


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and Jobot?
Click our Jobot logo and follow our LinkedIn page!\n

Salary : $150,000 - $185,000

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