Customer Success Manager - Scale

New

OptroAudit, risk, ESG, InfoSec

PolandFull-TimeManager

Salary not disclosed

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Job Details

Experience: 3+ years of experience in Customer Success, Account Management, or a related field
Required Skills: SalesforceProblem SolvingComplianceRelationship buildingAccount ManagementRisk ManagementCustomer Success

3+ years of experience in Customer Success, Account Management, or a related field
successfully managing complex customer relationships in a B2B SaaS environment
1+ years of hands-on experience with AuditBoard/Optro modules, data load processes, and advanced configurations
Familiarity with customer success tools like Gainsight, Salesforce, or similar platforms
Proven experience in audit (internal or external), risk management, compliance, or management consulting
emphasis on solving enterprise-level challenges and driving customer outcomes
Exceptional communication, relationship-building, and problem-solving skills
ability to engage and influence stakeholders at all organizational levels
Self-motivated and proactive
ability to work independently and manage ambiguity effectively

Manage a high volume of customers using one-to-many communication strategies
Segment accounts and tailor engagement based on lifecycle stage and product usage
Maintain visibility into portfolio health via CRM/CS tools
Monitor churn risk through behavioral signals and health scores
Deploy automated renewal readiness campaigns and escalation workflows
Identify product-qualified leads (PQLs) and usage-based expansion opportunities
Build and launch onboarding journeys and adoption campaigns at scale
Cultivate digital relationships through community engagement, newsletters, and events
Identify ways to improve lifecycle automation, segmentation logic, and engagement flows
Partner with Product and Marketing to align campaigns and messaging

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