Job Description

Customer Success Manager, Commercial

San Francisco

CSM, Commercial

Location: San Francisco Bay Area, United States (Remote)

Productboard is seeking a customer-focused, highly energetic, and experienced individual to join our team as a Customer Success Manager (CSM), Commercial, responsible for managing a portfolio of our mid-market and SMB customers. This role will have accountability for understanding the customer’s core value outcomes and developing a strategic success plan to help facilitate the change to maximize the value they achieve. S/he will be able to think strategically and execute tactically. The ideal candidate will be customer-focused, detail oriented, articulate and credible with the ability to prescribe the key strategies of successful change within an organization.

On a typical day, you will

  • Own the post first sale relationship with a customer, ensuring we’ve identified the value outcomes the customer is looking to achieve and enabled a strategic change plan to ensure we’re meeting those outcomes
  • You will provide your customers best practices in how to connect the customer’s value outcomes to ways in which the product can achieve them
  • You will develop new and existing relationships across your customers to ensure we’ve strengthened our partnership and created new advocates
  • You will work cross functionally with our Solutions Architects and Sales team to ensure we’re delivering a great experience to the customer and are leveraging resources appropriately
  • You will leverage data to identify opportunities for your customers to increase the value they’re achieving from Productboard and put that data into a compelling narrative to gain buy-in for action
  • You will lead customer success retrospectives, ensuring we demonstrate the value productboard has been able to provide and seek validation from key stakeholders
  • You will offer strategies for successful change management for your customers to adopt the new habit of Productboard
  • You will own a renewal target and forecast for your book of business, ensuring we’ve identified risk and put in place intervention strategies to mitigate
  • Develop an extensive working knowledge of productboard products, services, and best practices. Be the trusted partner for customers at scale on use-case and product functionality
  • Identify opportunities to expand productboard’s product and services footprint for the customer; collaborate with Sales to drive expanding revenue within customer base
  • Advocate for the customer; Provide updates to internal cross-functional partners (Product Management, Product Development, Sales) on customer perspectives, risks, strategic insights, issue resolution activities, executive briefings, and requests
  • Identify key changes in customers’ business which impacts the delivery of Productboard’s products and services

About you

  • At least 2 years in a customer success management role; including managing a book of business
  • Experience owning a renewal forecast
  • Excellent customer discovery skills
  • Experience managing SaaS relationships with C-Suite stakeholders
  • Experience working with product management teams strongly preferred
  • Strong oral and written communication skills with the ability to conduct strategic presentations to executive stakeholders
  • Project and change management skills highly desirable
  • Organized with exceptional follow through
  • Experience with customer success platform software preferred

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