Customer Success Manager

Customer Success Manager – Workflows & Sales Engineering

Full-time | Remote

Role Overview

The Customer Success Manager (CSM) designs, implements, and optimizes AI-powered workflows for enterprise customers and supports account executives during late-stage sales cycles. The role blends client communication, solution architecture, and execution oversight.

Core Responsibilities

Workflow Design

• Translate business objectives into scalable AI workflows.
• Define data inputs, integration points, and performance metrics with client technical teams.
  
  

Implementation & Adoption

• Lead end-to-end deployment plans, coordinating internal engineers and client stakeholders.
• Remove blockers, document configurations, and ensure on-schedule launches.
  
  

Sales Enablement

• Join sales calls to validate technical fit, outline implementation effort, and build prospect confidence.
• Provide demo environments or proof-of-concept configurations as needed.
  
  

Performance Optimization

• Track KPIs such as traffic, conversion, and revenue impact.
• Recommend and implement data-driven improvements.
  
  

Training & Documentation

• Deliver enablement sessions and write step-by-step guides for client teams.
• Turn successful rollouts into reusable playbooks.
  
  

Product Feedback

• Collect client insights and submit clear, prioritized requests to Product and Engineering.
  
  

Qualifications

• 5+ years leading SaaS implementations or workflow-driven projects (AI, automation, or data platforms preferred).
• 3+ years supporting enterprise accounts and managing multi-stakeholder relationships.
• Proven experience partnering with sales teams to close complex technical deals.
• Strong analytical skills; familiarity with SQL or Python is a plus.
• Excellent verbal and written communication, equally effective with business and technical audiences.
• Self-directed and adaptable, comfortable in fast-moving environments aligned to U.S. time zones.
  
  

Benefits

• Fully remote work with flexible scheduling.
• Collaborative, high-growth environment with close ties to product, engineering, and sales.