Offer summary

Qualifications:

5+ years of experience in leading SaaS implementations or workflow-driven projects, preferably in AI or automation., 3+ years of experience supporting enterprise accounts and managing relationships with multiple stakeholders., Proven ability to partner with sales teams to close complex technical deals., Strong analytical skills with familiarity in SQL or Python, and excellent communication skills..

Key responsibilities:

Design and implement AI-powered workflows based on client business objectives.

Lead deployment plans and coordinate with internal engineers and client stakeholders.

Join sales calls to validate technical fit and provide demo environments as needed.

Track performance metrics and recommend data-driven improvements.

Job description

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