Customer Success Manager

About the company:

Primis is partnering with a rapidly growing B2B SaaS startup that’s transforming how enterprise teams orchestrate and manage complex data workflows. The company is built by a seasoned group of operators, technologists, and industry specialists who have deep expertise in workflow automation, integrations, and large-scale data systems.

Their platform powers end-to-end data connectivity for major enterprises—simplifying onboarding, automating operational processes, and unifying fragmented systems across the tech stack. By giving organizations the flexibility to use the tools they prefer without sacrificing integration or efficiency, they’re solving one of the biggest operational challenges in a sprawling, $80T market.

Over the past year, the company has accelerated quickly, landing several flagship enterprise customers and expanding its reach across multiple high-value verticals. They’ve earned industry recognition for innovation and are now viewed as one of the breakout leaders in their category. With strong momentum heading into 2025, they’re operating in the top tier of growth for early-stage tech companies.

This is a high-impact, fast-moving environment—ideal for someone who thrives in ambiguity, loves solving complex problems, and wants to be early at a company shaping an entirely new category.

About the role:

We’re seeking an Enterprise Customer Success Manager (CSM) to take ownership of implementation, growth, and long-term success across the company’s most strategic accounts.

In this role, you’ll work directly with enterprise stakeholders and partner teams to lead technical onboarding, configure integrations, build cross-functional relationships, and unlock expansion opportunities across large, multi-layered organizations.

You’ll operate as part implementation lead, part strategic advisor, and part commercial partner—driving adoption, leading QBRs, shaping customer strategy, and collaborating closely with Product, Operations, and Sales to ensure measurable outcomes.

This is an exciting opportunity for someone who is scrappy, customer-obsessed, and energized by ambiguity. You’ll play a foundational role in defining what world-class enterprise success looks like at a fast-growing startup and will have significant influence over both process and customer experience.

What you will own:

• Serve as the primary relationship owner
• Lead onboarding and implementation for complex enterprise customers
• Serve as a product expert — able to troubleshoot issues and execute hands-on tasks like configuring integrations and testing
• Develop a deep understanding of each customer’s org structure, workflows, and operational model in order to advise on optimal usage and uncover expansion opportunities over time.
• Own the expansion motion from discovery to close — shaping use cases, partnering with Sales, and driving adoption of new workflows and product areas
• Run QBRs, track account health, and proactively mitigate risk
• Act as the internal voice of the customer, surfacing product and infrastructure feedback
• Contribute to playbooks, templates, and CS process development

What you bring:

• 5 years of experience in an Enterprise Customer Success or Enterprise Account Management role, working with complex B2B SaaS products
• Start-up experience in a rapidly growing tech company (ideally in fintech, data, or complex SaaS)
• Proven experience managing large, multi-stakeholder accounts
• Comfort navigating technical implementations
• Strong commercial instincts with experience identifying and influencing upsell opportunities
• Exceptional communicator who can build trust with product teams and clients alike
• Systems thinker who builds for scale — not just to get through the day
• Operate with high horsepower, are adept at context switching, and work on multiple projects at once with expansive ownership
• Startup or early growth stage experience going from 1 to 10 or 10 to 100.

Why work with the team

• Highly experienced team with a track record of successfully building together. Well versed in building for the best tech and investment companies. Move fast, iterate quickly and have a high bar for what “excellent” looks like
• A well-funded company backed by top tier investors
• Distributed in New York and San Francisco, and take great care to foster a highly communicative, collaborative working environment
• Unlimited vacation - take time off when you need it
• Top-notch healthcare plans - we offer the best available medical, dental and vision plans that give you the most options and we cover the entirety of the cost for employees and their families. Also offered: FSA, HSA plans and OneMedical, TalkSpace, KindBody, HealthAdvocate and Teladoc Health memberships