Scaled Customer Success Manager

Attio; San Francisco (CA); On-site; USD 125,000 - 165,000; Full time

Job summary

A leading CRM company in San Francisco is seeking a Customer Success Manager to lead retention and upsell programs. The ideal candidate has over 5 years of experience, including 3+ years in customer success or account management, and a passion for technology. Responsibilities include guiding customer success initiatives, partnering with teams to drive adoption, and contributing to community programs. This position offers a competitive salary range of $125K - $165K. Join an innovative team transforming CRM for the AI era.

Qualifications

• 5+ years of relevant professional experience, including 3+ in CS or Account Management.
• Passion for technology and experience with complex software products.
• Experience at early or growth-stage startups.

Responsibilities

• Lead success plans for top accounts as a business relationship owner.
• Design strategies to drive adoption, retention, and up-sells.
• Collaborate with teams to create content for scaled programs.

Skills

Customer relationship skills

Experience coaching customers on technology

Program building experience

Job description

Attio is on a mission to redefine CRM for the AI era.

We’re building the first AI-native CRM — designed for the most ambitious go-to-market teams. We recently announced our $52M Series B, led by GV (Google Ventures), with support from Redpoint, Balderton, Point Nine, and 01A. Our team thrives on solving complex technical challenges, delighting our users, and setting a new standard for the industry.

About The Role

Our Customer Success team is integral to how we build, grow, and deliver value. We help customers adopt Attio quickly, integrate it smoothly, and unlock lasting impact. With technical fluency and deep empathy, we guide teams through complex use cases, share insights that shape the product, and turn great onboarding into long-term success.

As an Attio Customer Success Manager, you will be responsible for designing and managing Attio’s retention, customer health, renewal, and upsell programs.

What You’ll Do

• Lead high-touch success plans for top accounts, serving as both business relationship owner and a consultative product expert
• Design and execute strategies to monitor health, and drive adoption, retention, and up-sells on a one-to-one and one-to-many basis
• Partner with fellow CSMs to bring new ideas, codify best practices, and build reusable program templates to drive scale and consistency as we grow and expand upmarket
• Contribute to one-to-many scaled programs for second-tier accounts using channels like email, workshops/webinars, office hours, and community programs
• Use data to segment customers based on their product usage and firmographic data, and provide appropriately tailored resources to each group
• Collaborate with SE, post-sale, and Support teams to create content for scaled programs
• Collaborate with marketing and product on brand and activation content

What You’ll Bring

• 5+ years of relevant professional experience, of which 3+ were in a CS or Account Management role
• A passion for technology and experience coaching customers on how to get the most out of a complex software product
• Experience building programs in addition to having strong customer relationship skills
• Experience at early or growth-stage startups

What does the hiring process look like?

• 30-minute introductory phone call with a member of our Talent team
• 30-minute interview with our hiring manager
• Case study interview
• Panel interviews with relevant stakeholders
• 30-minute closing conversation with our CEO
• Offer stage

Compensation Range: $125K - $165K