What are the responsibilities and job description for the Senior Customer Success Manager position at Treasure AI?
Treasure AI
Treasure AI is the agentic experience platform built to acquire, retain, and grow your most valuable customers. Powered by AI, Treasure AI is shaped by human creativity and always-on through continuous, context-driven action.
Furthermore, Treasure AI employees are enthusiastic, data-driven, and customer-obsessed. We are a team of drivers—self-starters who take initiative, anticipate needs, and proactively jump in to solve problems. Our actions reflect our values of honesty, reliability, openness, and humility.
Your Role
We are looking for a Senior Customer Success Manager to drive product adoption and ensure customers achieve their business goals, leading to strong ROI, growing NRR, and high customer satisfaction. Operating with significant autonomy, you'll navigate complex customer organizations, establish best practices adopted across the CSM team, and serve as the strategic advisor customers rely on for CDP success. You'll probe deeply to understand customer data strategies, guide adoption of best practices, and push customers to execute on use cases that deliver measurable business value.
Responsibilities
Strategic Customer Leadership
Working out of the Mountain View, California or New York, New York office according to our “Global Hybrid Working Policy.”
Travel Requirements
Requires peaks of 25% travel to visit clients
Perks And Benefits (US)
Our benefit package showcases our culture of care and empathy with
We value and promote diversity, equity, inclusion, and belonging in all aspects of our business and at all levels. Success comes from acknowledging, welcoming, and incorporating diverse perspectives.
Diverse representation alone is not the desired outcome. We also strive to create an inclusive culture that encourages growth, ownership of your role, and achieving innovation in new and unique ways. Your voice will be heard, and we will help amplify it.
Agencies And Recruiters
We cannot consider your candidate(s) without a contract in place. Any resumes received without having an active agreement will be considered gratis referrals to us. Thank you for your understanding and cooperation!
Treasure AI moves marketing and data teams beyond legacy martech SaaS toward autonomous, ROI-driven AI agents that operate continuously, while keeping the human in the loop. With built-in governance, Treasure AI is powered by an always-up-to-date understanding of each customer for AI to act on.
The result is always-on marketing execution that compounds over time: smarter engagement, stronger retention, and measurable growth.
Treasure AI’s agentic experience platform is available across web, mobile, and desktop — bringing your customer intelligence to every workflow, wherever your team works.
Treasure AI is the agentic experience platform built to acquire, retain, and grow your most valuable customers. Powered by AI, Treasure AI is shaped by human creativity and always-on through continuous, context-driven action.
Furthermore, Treasure AI employees are enthusiastic, data-driven, and customer-obsessed. We are a team of drivers—self-starters who take initiative, anticipate needs, and proactively jump in to solve problems. Our actions reflect our values of honesty, reliability, openness, and humility.
Your Role
We are looking for a Senior Customer Success Manager to drive product adoption and ensure customers achieve their business goals, leading to strong ROI, growing NRR, and high customer satisfaction. Operating with significant autonomy, you'll navigate complex customer organizations, establish best practices adopted across the CSM team, and serve as the strategic advisor customers rely on for CDP success. You'll probe deeply to understand customer data strategies, guide adoption of best practices, and push customers to execute on use cases that deliver measurable business value.
Responsibilities
Strategic Customer Leadership
- Drive product adoption across complex enterprise accounts, establishing procedures that become CSM best practices
- Lead strategic business reviews and maintain comprehensive success plans tracking goals, action items, and ROI
- Conduct CDP Maturity Assessments and run Use Case Workshops to prioritize customer roadmaps
- Document verified outcomes and build customer advocacy programs
- Create bespoke value reports for senior stakeholders, making champions heroes to their organizations
- Provide strategic advice to customers on how to leverage Treasure AI to realize value
- Build customer advocates who are willing to share success stories, provide case studies and speak at events
- Own day-to-day customer relationships as primary escalation path and trusted advisor
- Track usage patterns and health scores in Gainsight to proactively identify risks and opportunities
- Identify upsell opportunities and provide input on churn forecasting and renewal strategies
- Lead kickoff calls, check-ins, and coordinate renewal processes
- Align with and challenge partners to advance customers in their data maturity
- Understand customers’ business objectives and align Treasure Data’s solutions to meet these.
- Serve as voice of customer internally, ensuring customer needs are understood and respected
- Share product roadmap updates and collect strategic feedback for Product teams
- Support implementations by coordinating requirements with PS/Partners while maintaining ownership
- Create and manage Support cases, following through to timely resolution
- Provide customized demos and coordinate end-user training with Academy and TAM teams
- Establish CSM procedures and frameworks adopted across the organization
- Mentor junior CSMs and share knowledge/resources across the team
- Continuously educate yourself on martech, data, AI, and platform evolution
- Track customer milestones and outcomes with strong attention to detail
- 8 years relevant work experience
- 3 years supporting a CDP or similar platform
- Strong understanding of Marketing Technology Solutions
- Demonstrated history of strong customer satisfaction scores
- Excellence in written and verbal communication
- Technical acumen with business and strategic curiosity
- Active listening with ability to pivot based on customer priorities
- Self-directed learner who identifies and fills knowledge gaps independently
- Strong cross-functional collaboration, particularly with Partners, Marketing, and Product
Working out of the Mountain View, California or New York, New York office according to our “Global Hybrid Working Policy.”
Travel Requirements
Requires peaks of 25% travel to visit clients
Perks And Benefits (US)
Our benefit package showcases our culture of care and empathy with
- Comprehensive medical, dental, vision plans and Employee Assistance Program (EAP)
- Competitive compensation packages
- Company paid life insurance 3x salary
- Company paid short- and long-term disability coverage
- Retirement planning (401K) with 4% company match
- Restricted Stock Units (RSU)
- Flexible Time Off (FTO)
- Up to 26 weeks paid parental leave including a post-partum night nurse
- Comprehensive support and access to care for everyone, everywhere through Carrot - our global reproductive health and family-building benefit.
We value and promote diversity, equity, inclusion, and belonging in all aspects of our business and at all levels. Success comes from acknowledging, welcoming, and incorporating diverse perspectives.
Diverse representation alone is not the desired outcome. We also strive to create an inclusive culture that encourages growth, ownership of your role, and achieving innovation in new and unique ways. Your voice will be heard, and we will help amplify it.
Agencies And Recruiters
We cannot consider your candidate(s) without a contract in place. Any resumes received without having an active agreement will be considered gratis referrals to us. Thank you for your understanding and cooperation!
Treasure AI moves marketing and data teams beyond legacy martech SaaS toward autonomous, ROI-driven AI agents that operate continuously, while keeping the human in the loop. With built-in governance, Treasure AI is powered by an always-up-to-date understanding of each customer for AI to act on.
The result is always-on marketing execution that compounds over time: smarter engagement, stronger retention, and measurable growth.
Treasure AI’s agentic experience platform is available across web, mobile, and desktop — bringing your customer intelligence to every workflow, wherever your team works.
Salary : $190,000 - $240,000