Customer Success Manager, Enterprise Max
About the role
As a Customer Success Manager, Enterprise – Max, you will manage a curated portfolio of strategic, growth-oriented customers enrolled in Max. You will serve as the executive-facing strategic advisor, helping customers translate automation and operational data into measurable business outcomes. Max represents our highest level of customer partnership — combining automation strategy, elevated customer success engagement, and measurable growth outcomes into a unified revenue ecosystem.
Responsibilities
- Manage a Max Portfolio
- Own a portfolio of 20 Max customers, executive visibility, and strong growth potential.
- Serve as the primary strategic advisor across the Max ecosystem, ensuring alignment to drive measurable business outcomes.
- Develop and maintain Executive Success Plans that connect automation strategy, product adoption, and operational KPIs to customer growth goals.
- Conduct recurring Executive Business Reviews focused on end-to-end automation, key business performance, and product roadmap.
- Proactively identify and mitigate risk, ensuring strong adoption and long-term retention.
- Leverage usage data, automation benchmarks, and KPI reporting to deliver data-backed recommendations and expansion strategies.
- Onsite Executive Engagement & Field Partnership
- Conduct strategic onsite visits to strengthen executive relationships and deepen operational understanding.
- Facilitate in-person business reviews, automation workshops, and change management.
- Observe field operations to identify workflow gaps and automation opportunities.
- Partner with customer leadership teams to align frontline execution with executive growth strategy.
- Represent Max with executive presence and ensure onsite engagements drive measurable outcomes and next-step accountability.
- Deliver an Elevated Max Experience
- Help customers operationalize automation into daily workflows to increase stickiness and long-term expansion potential.
- Partner closely with the Max Specialists to ensure seamless onboarding, activation, and cross-product integration.
- Act as the strategic conduit between Max customers and internal Product teams by surfacing actionable feedback that improves product velocity and customer experience.
- Support participation in beta programs and early-access initiatives when aligned to customer strategy and readiness.
- Ensure all touchpoints within Max feel cohesive, premium, and outcomes-focused.
Requirements
- 4+ years of account management, enterprise customer success, product specialist, or strategic consulting experience in a customer-facing role.
- Experience managing high-touch, complex SaaS accounts with executive stakeholders.
- Demonstrated ability to drive measurable outcomes such as revenue growth, adoption lift, retention, or expansion.
- Strong executive communication skills and ability to confidently facilitate business reviews.
- Pioneered ability to analyze data sets and translate insights into strategic recommendations.
- Experience working cross-functionally with product, sales, and/or implementation teams.
- Self-starter who thrives in a fast-paced, evolving environment.
- Highly organized with strong prioritization and project management skills.
- Intelligent, adaptable, and solution-oriented.
Qualifications
- Not specified
Skills
- Not specified
Benefits
- Not specified
Pay
Actual compensation within a range is determined by factors including relevant experience, skill set, qualifications, and performance. In addition to base salary and variable commission, our total compensation package includes equity, and a holistic suite of benefits.
Schedule
Not specified