Skip to main content
Precisely

Customer Success Manager

RemoteUnited States only
Published
Experience
Senior
Employment
Full-time
Company size
Enterprise
Salary not disclosed
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Customer Success Manager with 5+ years in consultative software account management, focusing on retention, engagement, and expansion for 40+ accounts. Requires strong communication, technical understanding, and experience with "land-and-expand" strategies. Must be a self-starter comfortable with AI tools.

Core skills

Customer RetentionCustomer EngagementCustomer Expansion

Required skills

AI toolsgenerative AI toolsMicrosoft CopilotChatGPTconsultative account managementproduct-oriented account managementtechnical solutionsbusiness drivers

Optional skills

enterprise data and analytics marketdata catalogmetadata managementdata qualitydata analytics

Required languages

English

What you'll do

  • Drive engagement through a consistent cadence of communication with strategic stakeholders and business users to ensure they have the resources, training, and skills needed to use product(s) effectively, ensuring strong client retention at time of renewal.
  • Facilitate CORs (Customer Objective Reviews) and other strategic partnership planning conversations with clients and assigned Precisely account team and leadership.
  • Accurately forecast upcoming renewal risk for territory — typically 12–18 months out.
  • Own and drive the renewal process with customers beginning 120 days in advance to structure renewal options, identify product add-ons/upsell opportunities; including negotiations with procurement and budget stakeholders to close renewal on time.
  • This may require a close collaborative partnership with Director of Contracts & Renewals and assigned Account Executive.
  • Identify Upsell and Expansion leads by leveraging the existing footprint and relationship at each customer to expand the current license(s), add new products and/or professional services, cross-sell into new areas of the organization (different division, line of business, etc.) where new relationships need to be established.
  • This will be done in direct coordination and partnership with assigned Account Executive.
  • Monitor or advocate priority escalation on open support/enhancement tickets for prompt resolution.
  • Coordinate the onboarding of new clients or lines of business within existing accounts, for clients of our Precisely Data Integrity Suite only.
  • Uses AI to surface at-risk accounts and usage signals; drafts QBR narratives and renewal communications with AI assistance; experience with AI-powered support deflection or escalation routing; synthesizes product feedback at scale using AI summarization.

What they require

  • Bachelor’s degree in business or related field. Equivalent work experience will be accepted in place of the education requirement.
  • 5+ years managing “land-and-expand” account strategies in a Customer Success role
  • Demonstrated history of strong client retention through client engagement and renewal negotiation strategies.
  • Must be a self-starter, able to work autonomously and with minimal supervision.
  • Ability to manage multiple customer issues, deadline-driven tasks and projects concurrently.
  • Ability to escalate customer issues by aligning and communicating with internal resources.
  • Strong interpersonal skills and ability to work in matrixed organizations.
  • Experience leading and executing customer meetings and events.
  • Skilled in communicating with C-level suite of organizations.
  • Results-oriented with a focus on customer satisfaction and retention.
  • Travel is required for client engagements and company events
  • Familiarity with Copilot and Claude preferred.

Benefits

  • Opportunities for growth, learning and building community.
  • "work from anywhere" culture
  • celebrate diversity in a distributed environment with a presence in 30 countries as well as 20 offices in over 5 continents.

Precisely is the leader in data integrity. We empower businesses to make more confident decisions based on trusted data through a unique combination of software, data enrichment products and strategic services.

Data IntegrityEnterpriseprecisely.com/

What people say about this company

5.0/ 5

Salary not disclosed