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Top Customer Success Jobs in San Francisco Bay Area, CA
Cloud • Software
Manage a regional portfolio of mid-market and enterprise customers from onboarding through renewal. Drive product adoption, customer value, retention, and expansion by developing success plans, monitoring customer health, conducting reviews, supporting renewals, identifying expansion opportunities, resolving escalations, and sharing feedback with Product. Collaborate cross-functionally with Sales, Support, Engineering, Renewals, and Onboarding while maintaining accurate customer records and improving customer success playbooks.
Top Skills:
Crm ToolsCustomer Success PlatformsDevOpsNetboxNetwork AutomationOpen-Source SoftwareOrbSaaS
Healthtech • Pet
Own strategic relationships with major B2B animal health partners, serving as their primary contact. Develop media plans, manage campaign execution, analyze performance data, lead business reviews, create presentations, onboard and train stakeholders, gather requirements and feedback, and identify growth opportunities. Coordinate internal and external teams, maintain timelines, and recommend improvements that increase partner value and campaign performance.
Top Skills:
Campaign Data AnalyticsEcommerce TechnologyVisual Analytics
Information Technology
Manage a portfolio of SMB and mid-market customers as a trusted advisor. Drive adoption, value realization, renewals, retention, upsell, cross-sell, and expansion while mitigating churn. Build account plans, conduct executive business reviews, analyze customer data, resolve escalations, advocate for customer needs, and collaborate cross-functionally. Maintain accurate Salesforce records and support customer programs, training, feedback, and lifecycle initiatives.
Top Skills:
CRMSaaSSalesforce
Professional Services • Consulting
Lead customer onboarding, adoption, account health, issue resolution, and expansion support for a software business. Build customer success processes, tracking tools, launch materials, and repeatable support procedures from the ground up. Guide customers through configuration, access setup, training, and follow-up while partnering with engineers and leadership. The role is on-site in San Francisco and requires a demanding schedule of up to six days per week.
Artificial Intelligence • Information Technology • Sales
Own post-sale relationships for a portfolio of B2B SaaS customers, leading onboarding, training, adoption, retention, renewals, business reviews, and issue resolution. Monitor engagement metrics, identify risks and expansion opportunities, partner with Product and Engineering, and build scalable customer success playbooks and processes in a fast-growing startup.
Top Skills:
AIAutomationB2B Saas
HR Tech • Information Technology • Professional Services • Sales
Manage approximately 30 enterprise SaaS customers through adoption, retention, renewals, and expansion. Serve as a trusted advisor, conduct QBRs and EBRs, monitor customer health, demonstrate ROI, and drive account growth. Troubleshoot technical issues using APIs, logs, integrations, and workflows while collaborating with Product, Support, Engineering, Data, and AI teams. Develop account strategies, prevent churn, and manage revenue retention and growth targets.
Top Skills:
Ai/MlAnalyticsAPIsCloud InfrastructureData PlatformsIntegrationsLogsPostmanWeb TechnologiesWorkflows
Fintech • Financial Services
Own the post-implementation experience for enterprise customers, driving adoption, satisfaction, renewal readiness, and measurable financial outcomes. Build executive and cross-functional relationships, manage account health using data, identify risks and growth opportunities, and partner with Account Management on QBRs and strategy. Advise customers on finance workflows and ERP integrations while using AI tools daily. Help establish Lifecycle Customer Success playbooks, programs, and operating practices for a newly formed team.
Top Skills:
Ai ToolsNetSuiteQuickbooksSage IntacctSap S/4HanaWorkdayXero
Fintech • Financial Services
Own the post-implementation experience for mid-market customers, driving adoption, satisfaction, renewal readiness, and measurable financial outcomes. Build relationships with finance leaders, monitor usage and risk signals, partner with Account Management on growth, and communicate ROI to Controllers and CFOs. Use AI and data daily to improve customer engagement, identify risks, create scalable playbooks, and relay customer feedback to product teams.
Top Skills:
Ai ToolsNetSuiteQuickbooksSageXero
Logistics • Transportation • 3PL: Third Party Logistics
Manage and grow enterprise customer partnerships, solve high-impact operational problems through data analysis, advocate for product improvements, and coordinate cross-functional teams to improve platform reliability and customer ROI. The role requires navigating ambiguity, reducing operational debt, influencing stakeholders, and creating execution plans for large-scale projects.
Top Skills:
Data DashboardsExcelSQL
Artificial Intelligence • Insurance
Own a portfolio of approximately 250 small-business insurance accounts after purchase. Monitor business changes, identify coverage gaps and retention risks, coordinate with agents, drive legitimate policy expansions, begin renewals early, resolve payment and cancellation issues, and maintain customer relationships. Build automations to manage the account book efficiently, communicate directly with business owners, and improve retention and growth.
Top Skills:
Artificial IntelligenceWorkflow Automation
Information Technology
Manage government and court customer portfolios adopting Thomson Reuters legal AI solutions. Build strategic relationships, create success plans, design AI-enabled legal workflows, drive user adoption, support change management, lead executive business reviews, improve retention, and communicate customer feedback to internal product and engineering teams. The role requires legal or attorney-facing experience, government knowledge, customer success or account management experience, and up to 25% travel.
Top Skills:
Artificial IntelligenceLegal AiSaaSSubscription-Based Software
Information Technology
Manage government and law enforcement customer portfolios using Thomson Reuters Risk & Fraud AI solutions. Build strategic relationships, success plans, adoption strategies, and executive business reviews. Help customers transform investigative workflows through AI, support change management and training, capture delivered value, improve retention, and communicate customer feedback to internal Product and Engineering teams.
Top Skills:
Agentic AiArtificial IntelligenceSaaSThomson Reuters Risk & Fraud Ai
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Software
Help customers deploy, integrate, troubleshoot, and scale Sprig’s SaaS platform. Responsibilities include resolving SDK, API, survey deployment, and configuration issues; leading technical onboarding; conducting demos; managing escalations; supporting evaluations, renewals, and expansions; and collaborating with Product, Engineering, Sales, and Customer Success teams.
Top Skills:
APIsSaaSSdks
Artificial Intelligence • Information Technology • Software
Deliver customer trainings across onboarding, go-live, hypercare, and expansion; manage Intercom support; create Help Center and enablement content; document and escalate bugs; gather prioritized customer feedback for Product, Implementation, and Customer Success. The role requires expertise with MEP distributors or manufacturers’ rep agencies, strong presentation and writing skills, and approximately 20% travel for onsite trainings.
Top Skills:
AgileAi ToolsEpicor EclipseInfor Sx.E/CsdIntercomProphet 21
Enterprise Web • Fintech • Payments • Financial Services
Own relationships with large utility and government accounts using PromisePay. Drive product adoption, monitor account health, identify renewal risks and expansion opportunities, manage sales and implementation handoffs, communicate customer feedback to Product, conduct business reviews, and document account knowledge. The role requires strategic customer engagement, data-informed planning, and travel to customer sites.
Artificial Intelligence • Natural Language Processing • Generative AI
Leads Anthropic’s Customer Success organization for regulated financial services, healthcare, and life sciences customers. Builds and scales the team, develops regulated-industry success methodologies, drives adoption, expansion, retention, and customer satisfaction, and manages executive engagements and escalations. Partners with Sales, Product, Engineering, Security, Legal, and Marketing to navigate compliance, procurement, risk, and security reviews. Owns hiring, coaching, forecasting, renewal-risk mitigation, customer advocacy, and responsible AI deployment practices.
Top Skills:
Ai/MlAPIsClaude CodeClaude CoworkClaude PlatformSaaS
Cloud
Build executive customer relationships, drive retention and growth, develop customer success plans, lead business reviews and health checks, and provide strategic guidance on platform configuration and implementations. Deliver training, reporting, analytics, and consulting resources while helping P&C insurance customers optimize operations and business outcomes. The role requires deep P&C and Policy Administration Systems expertise, enterprise client management experience, technical knowledge of MySQL or Python, and up to 25% domestic travel.
Top Skills:
Cloud-Native TechnologyDashboardsData IntegrationsMySQLPolicy Administration SystemsPythonReporting And AnalyticsSaaS
Healthtech
Manage strategic customer accounts through onboarding, implementation, data feed configuration, stakeholder engagement, reporting, and ongoing success initiatives. Serve as a strategic advisor and escalation point, analyze performance data, advocate for customer needs, improve processes, and coordinate with Sales, Product, Engineering, and Support to drive measurable outcomes.
Top Skills:
Data FeedsReporting And AnalyticsSystem ConfigurationSystem Integrations
Cloud
Manages strategic enterprise customer relationships, account strategies, retention plans, success plans, renewals, growth opportunities, and Quarterly Business Reviews. Coordinates internal account teams and cross-functional partners, advocates for customers, communicates product feedback, resolves issues, and supports emergency ticket response. Requires strong organization, communication, negotiation, project management, and customer relationship skills, with technical understanding valued.
Top Skills:
Edge Cloud Computing
Software • Generative AI
Build and maintain customer success operating models, lifecycle stages, onboarding workflows, account segmentation, health reporting, dashboards, and alerts. Develop repeatable programs for adoption, business reviews, renewal-risk escalation, and retention measurement. Partner with customer success managers to improve processes, investigate data quality, define useful metrics, and implement practical workflow changes.
Top Skills:
CRMCustomer Success PlatformsDashboardsReporting SystemsSQLWorkflow Automation
Software • Generative AI
Own enterprise customer outcomes from deployment through renewal, leading onboarding, integrations, user training, adoption, account expansion, and customer feedback. Build scalable onboarding playbooks, health metrics, and support processes while partnering with founders, sales, product, IT, and InfoSec. The role requires managing enterprise accounts, driving successful AI software adoption, identifying risks and expansion opportunities, and helping define the customer success function.
Top Skills:
Ai AgentsEnterprise Software IntegrationsExcelMicrosoft PowerpointMicrosoft TeamsMicrosoft Word
Fintech
Manage a mid-market customer portfolio, driving product adoption, value realization, retention, and account growth. Build trusted relationships with finance stakeholders, provide guidance on spend management and financial workflows, lead business reviews, analyze usage data to identify churn risks, and collaborate with Sales, Product, Credit, Risk, Operations, and Implementation teams. Meet customer engagement and GMV performance targets while advocating for product improvements.
Top Skills:
Ap Automation ToolsErp SystemsFinancial TechnologySpend Management Platforms
Cloud • Software
Owns the long-term success, retention, and expansion of mid-market and enterprise customers. The role develops success plans, drives onboarding and adoption, manages churn risk, builds executive relationships, supports renewals, and partners cross-functionally with Sales, Support, Product, and Engineering. The Senior Customer Success Manager also uses customer data to guide decisions, influences product priorities, contributes to success processes, and mentors junior CSMs.
Edtech
Onboard and activate childcare providers, manage retention and renewals, monitor account health, conduct regular check-ins, identify expansion opportunities, and relay customer insights to internal teams. The role also contributes to customer success processes, metrics, segmentation, and AI-driven workflows, while partnering with Sales, Product, Engineering, and leadership. This is an in-office position in San Francisco, five days per week.
Top Skills:
Ai ToolsAutomationDashboards
Artificial Intelligence • Generative AI
Develop and optimize customer success strategy and operations through segmentation, coverage models, KPIs, dashboards, usage analytics, health signals, experimentation, and scaled engagement programs. Partner with senior leaders and cross-functional teams to improve customer value realization, retention, expansion, and growth. Build operating cadences, capacity models, compensation frameworks, and actionable systems that help technical customer success teams make data-driven decisions.
Top Skills:
SQL
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