Customer Success Manager

Attio

Attio is the CRM built for the AI era. Designed for the most ambitious go-to-market teams, it gives companies the power to understand every customer, automate at scale, and build their go-to-market motion exactly as they need. We've raised $116M from some of the world's best investors: GV (Google Ventures), Redpoint, Balderton, Point Nine, and 01A. We hire builders who thrive on complex technical challenges, hold themselves to a high bar, and genuinely care about delighting the people who use what they build. The team here brings sharp judgement, real craft, and the drive to do exceptional work. We're obsessed about the details and energized by the frontier. If you want to do the best work of your career, this is the right place. ABOUT THE ROLE Our Customer Success team is integral to how we build, grow, and deliver value. We help customers adopt Attio quickly, integrate it smoothly, and unlock lasting impact. With technical fluency and deep empathy, we guide teams through complex use cases, share insights that shape the product, and turn great onboarding into long-term success. As an Attio Customer Success Manager, you will be responsible for designing and managing Attio’s retention, customer health, renewal, and upsell programs. WHAT YOU'LL DO * Lead high-touch success plans for top accounts, serving as both business relationship owner and a consultative product expert * Design and execute strategies to monitor health, and drive adoption, retention, and up-sells on a one-to-one and one-to-many basis * Partner with fellow CSMs to bring new ideas, codify best practices, and build reusable program templates to drive scale and consistency as we grow and expand upmarket * Contribute to one-to-many scaled programs for second-tier accounts using channels like email, workshops/webinars, office hours, and community programs * Use data to segment customers based on their product usage and firmographic data, and provide appropriately tailored resources to each group * Collaborate with SE, post-sale, and Support teams to create content for scaled programs * Collaborate with marketing and product on brand and activation content WHAT YOU'LL BRING * 5+ of relevant professional experience, of which 3+ were in a CS or Account Management role * A passion for technology and experience coaching customers on how to get the most out of a complex software product * Experience building programs in addition to having strong customer relationship skills * Experience at early or growth-stage startups WHAT DOES THE HIRING PROCESS LOOK LIKE? 1. 30-minute introductory phone call with a member of our Talent team 2. 30-minute interview with our hiring manager 3. Case study interview 4. Panel interviews with relevant stakeholders 5. 30-minute closing conversation with our CEO 6. Offer stage

Okta

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. About the role: The Customer Success Manager role will play a critical part in the exciting growth and retention trajectory of the Commercial Sector at Okta. You will report to the Regional Manager, Customer Success and be responsible for complementing Okta’s innovations, best practices, and capabilities with our valued customers’ business objectives and priorities. As a strategic and trusted advisor, you will shift customer mindsets, create demand for our solutions, and drive higher business value and executive alignment between Okta and our customers. The ideal candidate embodies a high-performance mindset—consistently raising the bar, turning action into traction, thriving in change, and moving fast to simplify and repeat. It requires complementing Okta’s innovations, efficiencies and capabilities with our valued customers’ business objectives and priorities thereby driving higher business value and executive alignment between Okta and our customers, but it also demands a leader who can navigate these constraints with urgency and an obsession for concrete outcomes. Strong problem-solving, orchestration, and consultative skills are necessary for navigating challenges, finding innovative solutions, and winning as a team. In this role, you will:  * Deliver Customer Value: Develop and nurture strong customer and C-Level relationships to understand their business goals and needs, ensuring retention, happiness, and a significant return on investment. Cement yourself as a trusted and strategic advisor, translating complex technical concepts into actionable business outcomes. * Drive for results: Design and execute proactive success plans and Strategic Business Reviews (SBRs) with clear goals, KPIs, and timelines—turning strategy into measurable traction. * Win as a team: Champion customers internally and mobilize cross-functional partners across Sales, Support, Engineering, and Product to resolve escalations and lead coordinated success motions. * Represent the customer's voice: Gather and surface feedback that drives continuous improvement, actively challenging what needs to evolve. * Guide customers forward: Identify and communicate relevant new products and features, helping customers adopt and benefit from Okta's agentic capabilities. * Identify renewal risk and collaborate with internal teams to remediate, ensure a successful renewal, and proactively spot expansion opportunities. You will thrive in this role if you: * Have 3+ years of experience in a customer success, account management, or consulting role, managing relationships with large, complex enterprises (preferably working with a SaaS-based technical enterprise product). * Have a solid track record of delivering and scaling an exceptional customer experience, choosing ambition over comfort and consistently raising your own bar. * Demonstrate strong emotional intelligence and an elite level of relationship management and executive stakeholder development. * Possess exceptional presentation and communication skills, particularly when engaging with C-level executives to align technical goals with business value. * Have strong listening and analytical skills with the demonstrated ability to ask effective questions, dive deep, understand the customer’s business priorities, and anticipate their needs.  * Exhibit strong interpersonal skills and the ability to work collaboratively and cross-functionally to win as a team. * Have good technical and problem-solving skills coupled with the ability to provide quick resolution to problems. Experience in enterprise security tools is preferred. * Are willing to travel up to 25%. PID P12577_3469606 #LI-TP2 The OTE range for this position for candidates located in the San Francisco Bay area is between: $130,000—$178,000 USD Below is the annual On Target Compensation (OTE) range for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York and Washington. Your actual OTE, which is inclusive of base salary and incentive compensation, will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable) and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: https://rewards.okta.com/us.  The annual OTE range for this position for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York, and Washington is between: $116,000—$159,500 USD The Okta Experience * Supporting Your Well-Being  * Driving Social Impact  * Developing Talent and Fostering Connection + Community We are intentional about connection. Our global community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one. Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws. If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation. Notice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. In accordance with NYC Local Law 144, if you are an applicant or employee residing in New York City, please click here to view our full NYC AEDT Notice.

Stripe

WHO WE ARE ABOUT STRIPE Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. ABOUT THE TEAM Stripe’s Customer Success Managers are ultimately responsible for the complete post-sales lifecycle of a Stripe user, and through your partnership, users will derive maximum value from their investments, leading to project success, retention, and renewal specifically in relation to Stripe’s Revenue and Finance Automation (RFA) product suite. Few roles provide such a direct impact on the growth of the company. WHAT YOU’LL DO You will become a trusted advisor to these customers, will deeply understand their business and their needs, and help them maximize the value they get from Stripe. This role involves working closely with the user account team, senior executives and engaging in product, payments, and technical conversations at multiple levels of the organization. You will be the user’s internal advocate, helping ensure an excellent Stripe experience, and gathering feedback on ways that Stripe can build the next generation of user-focused solutions. You will love this job if you are a natural relationship and business builder. RESPONSIBILITIES * Lead the RFA post-sale engagement, retention, and growth of your customers partnered closely with Account teams * Support expansion of your accounts--identify opportunities, drive business outcomes, ensure customers are successful in partnership with the account team * Build and foster relationships with senior executives in business, product, engineering, finance, and IT in partnership with the Account Executive and team * Evangelize Stripe customer success stories and customer success systems and processes * Articulate and drive customer use cases, customer value and expansion while maintaining trusted customer advisor status * Serve as a trusted payments, billing, tax and invoicing advisor to the customer and educate them on the use and benefits of our products and our industry * Aligned with the account team perform business reviews to align on business priorities, payments performance, optimization opportunities, Stripe product roadmap, review services satisfaction, share usage patterns or insights, surface issues, provide guidance on how to optimize the value from Stripe, and identify product expansion opportunities * Advocate for the customer to internal stakeholders. Share customer feedback and insights to Product Management, Engineering, Support, Marketing, and Sales on the innovation and improvement needed to optimize the Stripe user experience * Drive overall account health including payments performance, cost optimization, product adoption, usage velocity, account renewals and growth, referrals, and customer satisfaction WHO YOU ARE We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. MINIMUM REQUIREMENTS * 6+ years of experience in a client-facing role ideally customer success, managing relationships with large, global, and complex organizations, preferably working with a technical product * Payments and/or fintech experience required  * Experience with consumption-based SaaS products  * Strong executive presence and presentation skills, particularly for in-person meetings with multiple stakeholders * History of success as a consultant, pre-sales, technical account management, or equivalent PREFERRED QUALIFICATIONS * Prior experience working with modern SaaS billing and invoicing systems * Experience with billing solutions strongly preferred * Sophisticated business sense and understanding of underlying drivers and strategy of our user’s businesses