The Technical Customer Success Manager partners with customers to design, validate, and optimize software integrations, ensuring efficiency and adoption while managing risk.
As the most trusted global leader in data-first contract lifecycle management (CLM) software, Agiloft helps organizations manage the end-to-end process of proposing, negotiating, signing, and leveraging contracts using our flexible Data-first Agreement Platform (DAP). With contract data as the foundation, customers quickly and collaboratively reach agreement and leverage contract visibility to thrive with competitive advantage. Employing powerful, pragmatic artificial intelligence as a legal force multiplier, and robust integration capabilities as a data liberator, organizations around the world trust Agiloft’s certified implementers to deliver connected, intelligent, and autonomous solutions across the entire contract lifecycle.
Top analysts like Gartner, Forrester, and IDC agree, all showing Agiloft as a leader in the CLM space. Our no code platform is easily managed and administered by business users, which is why Agiloft is the contract you keep: nearly a full 100% of new customers are satisfied with their initial implementations, and some 97% of customers renew every year. Ours is a growing, vibrant, successful company that is at the forefront of a market that is becoming a must-have for all organizations.
We believe that the way to build the strongest, most vibrant place to work is to bring in individuals from all walks of life, and to support them in bringing their authentic selves to their day, every day. Our working philosophy is that “EX = CX”: when employee experience is excellent, so is customer experience. We support multiple Employee Resource Groups (ERGs), and offer a working environment that supports healthy work/life balance, including floating holidays and a quarterly, no-questions-asked wellness day.
The Technical Customer Success Manager – Integrations enables customers to deploy scalable, reliable, and efficient integrations using Agiloft’s Integration Hub. This role drives measurable improvements in integration stability, adoption, and usage efficiency across the customer lifecycle.
Operating at the intersection of customer success, technical advisory, and product insight, this role partners directly with customers and internal teams to validate integration design, reduce technical risk, and accelerate time to value. It focuses on identifying inefficiencies, improving architecture patterns, and ensuring integrations are production-ready and sustainable.
The role contributes to customer retention and expansion by improving adoption in underutilized accounts and stabilizing high-risk environments. It also builds repeatable frameworks, playbooks, and review mechanisms that scale integration success across the customer base. Strong performance results in healthier usage patterns, reduced overages, and consistent delivery of high-quality integration outcomes.
Job Responsibilities
- Lead structured Integration Success Reviews across implementation and post-go-live milestones
- Evaluate integration architecture for scalability, reliability, and observability
- Translate business requirements into stable, supportable integration designs
- Identify technical risks early and recommend actionable improvements
- Provide hands-on problem solving in live customer environments
- Analyze task consumption patterns and identify inefficiencies or instability drivers
- Recommend optimized integration patterns (event-based, delta-based, etc.)
- Support high-risk accounts with overconsumption or unstable integrations
- Develop prioritized remediation and stabilization plans
- Improve overall system efficiency and cost alignment
- Partner with Customer Success to activate underutilized Integration Hub accounts
- Remove technical blockers to enable production adoption
- Guide customers from low usage to stable, value-driven integration deployment
- Support retention and expansion through improved customer outcomes
- Build and refine review frameworks, templates, and integration playbooks
- Standardize repeatable practices for scalable customer success
- Partner with Product to identify gaps and influence roadmap priorities
- Collaborate across Customer Success, Professional Services, and partners
- Define engagement models based on risk and complexity levels
- Other duties as assigned.
Customer Integration Advisory & Design Validation
Usage Optimization & Risk Mitigation
Customer Adoption & Value Realization
Program Development & Cross-Functional Enablement
Required Qualifications
- 4–7 years of experience in enterprise SaaS integrations or implementation roles
- Strong client-facing communication and stakeholder management skills
- Experience with APIs, JSON, Postman, and integration troubleshooting
- Strong critical thinking and problem-solving capabilities in complex environments
- Ability to assess risk and translate findings into actionable recommendations
- Experience working cross-functionally in customer-facing environments
- Ability to manage multiple engagements in a remote, fast-paced setting
- Experience with automation tools or AI-enabled systems in workflows
Preferred Qualifications
- Experience with iPaaS platforms (Workato, MuleSoft, Boomi, Tray, etc.)
- Workato certifications (Foundations, Implementation, Consultant)
- Experience integrating ERP, CRM, CLM, or document systems
- Familiarity with event-driven architecture and consumption modeling
- Experience building scalable playbooks or customer success programs
- Background in legal tech, CLM, or workflow automation
- Experience in forward deployed engineering or technical account management
What Makes a Strong FDE at Agiloft
- You are execution-oriented and hands-on.
- You move quickly from diagnosis to implementation.
- You are comfortable embedding in complex customer environments and owning defined outcomes.
- You enjoy solving practical business problems using AI and automation.
- You balance technical depth with clear customer communication.
- You are curious and continually refine your solutions.
- You thrive in remote collaboration environments.
- You focus on driving usage and outcomes, not just completing implementations.
- You balance speed with practicality, shipping MVP solutions and iterating quickly.
Agiloft offers a comprehensive benefits package for US employees including but not limited to the following:
- Medical, dental, and vision insurance
- Short term and long-term disability
- Life insurance and AD&D
- Supplemental life insurance (Employee/Spouse/Child)
- Health care and dependent care Flexible Spending Accounts
- 401(k) with company match
- Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non- overtime eligible) position.
- Paid parental leave
- Voluntary benefits including pet insurance
Ensuring a diverse and inclusive workplace is our priority. We are committed to an environment of acceptance where you are free to bring your full self to work. All employment decisions at Agiloft are based on business needs, job requirements, and individual qualifications without regard to race, color, religion or belief, national or social ethnic origin, sex, age, sexual orientation, gender identity and/or expression, parental status, marital status, Veteran status, or any other status protected by the laws or regulations in the locations where we operate. If you have a need that requires accommodation during the recruiting process, please let us know by contacting Director, Talent Acquisition, Brad Toothman at [email protected].
Applicants from underrepresented groups such as minorities, veterans, or individuals with disabilities encouraged to apply.
Applications will be reviewed as submitted. There will be no application deadline for this opportunity.
Top Skills
Ai-Enabled Systems
APIs
Automation Tools
Boomi
Ipaas Platforms (Workato
JSON
Mulesoft
Postman
Tray)
Agiloft Redwood, California, USA Office
303 Twin Dolphin Dr, Floor 6, Redwood, CA, United States, 94065
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