Customer Success Manager

Customer Success United States


Optimizely is focused on unlocking digital potential and we are the recognized category leader in Digital Experience Platform (DXP) and created the category for A/B Testing and experimentation software. We have incredible customers – isn’t that one of the most important aspects of looking for your next job? Optimizely has over 9,000 brands from global organizations such as Visa, Sky, Yamaha, Wall Street Journal to tech innovators like Atlassian, DocuSign, FitBit and Zillow. 
Not only are we financially sound and growing but we have unicorn status: Exceeded $300M in revenue in 2020, is profitable already, and has all strategic options ahead of itself. Optimizely continues to invest and addresses a market opportunity north of $30 billion, providing significant personal career growth opportunities. 
We are an inclusive culture with a global team of 1200+ people across the US, Europe, Australia, and Vietnam. We blend European and American business culture with emphasis on teamwork, inclusion, and moving fast. People make the difference!
If you are looking to work on the next generation of digital technologies in a fast-paced, hyper-growth environment, apply! We’re just getting started...

The Customer Success Manager (CSM) is the key partner helping customers achieve their strategic objectives and extract maximum value from their investment in our products. 

CSMs drive adoption, retention and expansion of our products and services by being a trusted advisor to our customers. They are experts on our products and technology, digital strategy and on growing a culture of harmonizing, understanding, and acting on digital data. CSMs accomplish this by being empathetic and seeking to understand our customers' challenges and needs, and respond with a problem solving mindset. By relying on past experience, business acumen, and technical aptitude, CSMs are the driving force that enable our customers to unlock their digital potential.  

Additionally, the CSM serves as the liaison between us and the customer – facilitating collaboration with Product, Engineering, Sales, Professional Services and others to be the voice of the customer within our company. 

As a Customer Success Manager, you will: 

  • In partnership with Account Executives, own the overall relationship with assigned clients in a blended portfolio of 25-40customers, focusing on: growing adoption and ensuring retention, expansion and satisfaction. 
  • Work with customers to build and execute on a success plan that establishes critical goals and key performance indicators for their digital
  • Ensure customers adopt best practices for both running their digitalprogram and in using our platform 
  • Aid customer teams in exposing program value to their organization
  • Support the development of the Customer Success Management team by mentoring and inspiring fellow CSMs through example and professional and personal experiences
  • Drive accountability for deliverables internally and among customer and partner teams
  • Assess and provide perspective on customer challenges related to technical implementation, marketingstrategy and building a culture of harmonizing, understanding, and acting on digital data. 
  • Through regularly conducted touchpoints, establish a trusted/strategic advisor relationship with assigned customers and drive continued value of our solution and services.
  • Coordinate appropriate resources for each meeting to obtain the desired outcome.
  • Identify and develop opportunities for new usage of our product across organizational functions and business units. 
  • Educate and advise on potential use cases for new or unused features of our platform.
  • Manage account issues and escalations
  • Maintain your own current functional knowledge and technical knowledge of our platform.
  • Collaborate with services to produce and implement solutions to customer challenges
  • Collect product feedback and advocate for customer needs within the company. 
  • Stay on top of industry news, technology products, platforms and partners to provide and maintain a deep industry and ecosystem expertise

About you: 

  • 3+ years of experience in a related function with direct customer contact and engagement experience, ina post-sale or professional services function, preferably at a SaaS-based company. 
  • You are curious and have a deep desire to continuously improve and learn, with proven capacity to quickly absorb new concepts and technologies, preferably hands-on.
  • Strong technical, analytical, and problem solving Ability to tie business problems to technical solutions and understand technology value propositions.
  • You feel comfortable leading presentations and walk-throughs of our platform to large groups, both technical and non-technical. In-person and virtually.
  • You have excellent communication skills. You easily build rapport with technical and non-technical stakeholders, including those at the executive level.
  • Prior experience in a Customer Success Manager Role or equivalent with a history of increasing satisfaction, adoption, and retention.
  • Familiarity working with clients of all sizes, especially B2C mid-market andenterprise retail organizations 
  • Experience working with web or mobile app product and development teams
  • Experience with customer data platforms (CDP), digital marketing platforms, e-commerce platforms, and a real passion for new technologies 
  • Project and stakeholder management experience & skills
  • Ability to travel up to 20% of the time to visit customers


Performance Indicators 

  • Product Adoption and Net Expansion

Optimizely is committed to a diverse and inclusive workplace. Optimizely is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.