What are the responsibilities and job description for the Technical Customer Success Manager position at Lido?
Technical Customer Success
Company: Lido
Location: New York City (SoHo); 5 days in-office
Compensation: $85–120K and equity
Location: In-office, NYC (SoHo)
About Lido
Lido.app is a fast-growing workflow automation company. Our platform powers end-to-end document processing workflows - from extracting data out of documents, to validating it, transforming it, and pushing it directly into spreadsheets and external systems. We help mid-sized companies in document-heavy industries like manufacturing, logistics, and healthcare eliminate manual work, so they can focus on the important stuff. We do something unsexy very well, and our customers thank us for it.
We've grown from ~0 to >7 figures of ARR in the last 9 months on the back of a strong product-led and sales-led motion. We're just getting started.
We're a small, high-performing team working in-person from our SoHo office. We move fast, think deeply, and expect every team member to operate with ownership and initiative.
Role Overview
We're hiring a Deployment Specialist to own the success and growth of Lido's customers across healthcare, accounting, logistics, factoring, legal, and other document-heavy industries.
This is a client-facing and technical role at its core. You'll design and build production-grade document processing workflows on Lido's product suite - data extraction, validation, transformation, and routing - embed with customers to solve their messiest document challenges, and then drive adoption, retention, and expansion of those accounts over time. You are the technical owner of the relationship - from first workflow to enterprise-wide rollout.
What You Will Do
- Architect and build document processing workflows end-to-end using Lido's product suite, tailored to each customer's systems and data
- Embed with customers to run discovery, map document workflows, and turn ambiguous requirements into working prototypes in days, not months
- Work with sales to drive adoption, retention, and expansion of your accounts
- Channel field insights back to product and engineering to shape the roadmap
- Help with documentation and internal customer support tools to support our self-service users and decrease the need of human intervention
Who You Are
You like building technical solutions, sitting across from a customer to grow what you've built, and working on ad-hoc projects in a small team.
- 0-2 YoE in solutions engineering, technical customer success, implementation, or a similar technical, customer-facing role
- Comfortable with workflow tools, sticking together disparate tooling, APIs, and integrations. You want to build, not just advise
- Experience with document processing, data extraction, OCR, or workflow automation strongly preferred
- Consultative, compassionate, and patient. Able to run a technical scoping call and an executive conversation with equal ease
- Detail-obsessed, precise, and process-driven
- Ownership mindset, self-starter with a bias for action
Why Join Lido
- Own the technical relationship with customers and build workflows that measurably eliminate manual work so their teams can be redeployed for higher-value initiatives
- Join a fast growing, venture-backed company run by extremely intelligent, curious, and hard working people
- High-visibility role with a clear growth path into Solutions Architect, FDE, customer success leadership tracks – or something in GTM, Product, or Ops as you gain knowledge about why customers across industries use us, who we should target, and what products we should build for them
Salary : $85,000 - $120,000