Customer Success Manager (CSM)

Treasure AI; New York (NY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Competitive compensation

Life insurance

Disability coverage

401K match

RSUs

Flexible Time Off

Parental leave

Carrot health benefits

Job summary

Treasure AI in New York is seeking a Customer Success Manager to lead day-to-day relationships with strategic customers, drive adoption, and align success metrics with business outcomes. You will partner with Product, Engineering, Marketing, and Professional Services to ensure customers realize value from Treasure AI's platform.

You will facilitate workshops, develop success plans, and identify expansion opportunities using AI-powered insights.

Qualifications

• 5+ years of Customer Success or related experience.
• Proven ability to communicate across business and technical concepts (e.g., ROAS, Big Data, Analytics, Data Warehousing, API integrations, SQL).
• Background in Marketing/SaaS/Martech/Adtech is a plus.
• Independent drive for continuous improvement.

Responsibilities

• Build and maintain success plans with customer leadership centered around growing the value generated by Treasure AI.
• Encourage and enable adoption of our entire product, finding opportunities for expansion across the enterprise.
• Work with internal teams to ensure smooth implementations and ongoing strategic support is delivered in a timely manner.
• Use AI tools to synthesize product usage signals and engagement data to identify adoption gaps and expansion opportunities.
• Partner with Marketing to drive joint customer success stories and co-marketing opportunities.
• Act as an AI guide for customers, helping them apply Treasure AI capabilities to accelerate data strategies.

Skills

Customer Success

Cross-functional communication

Data analytics

SQL

API integrations

Tools

Slack

CRM systems

Job description

Treasure AI

Treasure AI is the agentic experience platform built to acquire, retain, and grow your most valuable customers. Powered by AI, Treasure AI is shaped by human creativity and always-on through continuous, context-driven action.

Treasure AI

Treasure AI is the agentic experience platform built to acquire, retain, and grow your most valuable customers. Powered by AI, Treasure AI is shaped by human creativity and always-on through continuous, context-driven action. Furthermore, Treasure AI employees are enthusiastic, data-driven, and customer-obsessed. We are a team of drivers—self-starters who take initiative, anticipate needs, and proactively jump in to solve problems. Our actions reflect our values of honesty, reliability, openness, and humility.

Your Role

Are you an expert Customer Success professional looking for a collaborative and exciting new opportunity? Treasure AI might be the right place for you! Our Customer Success team partners with existing customers to grow the value our CDP brings to their organizations. As a Customer Success Manager, you will lead the day-to-day relationship with your customers, driving their strategic success through goal setting and action planning with tools such as use case workshops and maturity assessments. Customer Success Managers also serve as the voice of the customer within Treasure AI. We work with all teams—including Product Management, Engineering, Marketing, Industry Principals, and Professional Services—to ensure our customers are successful. You will also represent Treasure AI to our customers, sharing roadmap updates and facilitating conversations between the customer and our Product teams. Our work is critical to the company's success, and we have an exciting opportunity to propel the company to the next stage of our evolution!

Responsibilities

• Build and maintain success plans with customer leadership centered around growing the value generated by Treasure AI.
• Encourage and enable adoption of our entire product, finding opportunities for expansion across the enterprise.
• Work with internal teams and external partners to ensure smooth implementations and ongoing strategic support is delivered in a timely and relevant manner.
• Strategically use our success tools, including Slack, QBRs, customer on-sites, our incredible Support team, brilliant Industry Principals, Professional Services team, and hardworking Executive Sponsors.
• Partner with Marketing to drive joint customer success stories and co-marketing opportunities.
• Use AI tools (e.g., Treasure Work) to synthesize product usage signals, support history, and engagement data to proactively identify adoption gaps, at-risk accounts, and high-impact expansion opportunities.
• Act as an AI guide for customers, helping them apply Treasure AI capabilities to accelerate their own data strategies and deliver measurable outcomes.
• Leverage AI to streamline administrative tasks such as account planning, research, meeting preparation, and the generation of executive briefings or SBR materials.

Job Requirements

• 5+ years of Customer Success or related experience.
• Proven track record of communicating across business and technical concepts (e.g., ROAS, critical metrics, Big Data and Analytics, Data Warehousing, API and software integrations, and SQL).
• Background in one or more of the following areas is ideal: Marketing, SaaS/Martech/Adtech, Analytics/Business Intelligence.
• Independent drive for continuous improvement.

Physical Requirements

Working out of the Mountain View, CA, New York, NY or Boston, MA office according to our “Global Hybrid Working Policy": 3 days in office, 2 days remote.

Travel Requirements

25% travel average, with the opportunity to travel more if desired.

Perks And Benefits (US)

Our benefit package showcases our culture of care and empathy with

• Comprehensive medical, dental, vision plans and Employee Assistance Program (EAP)
• Competitive compensation packages
• Company paid life insurance 3x salary
• Company paid short- and long-term disability coverage
• Retirement planning (401K) with 4% company match
• Restricted Stock Units (RSU)
• Flexible Time Off (FTO)
• Up to 26 weeks paid parental leave including a post-partum night nurse
• Comprehensive support and access to care for everyone, everywhere through Carrot - our global reproductive health and family-building benefit.

Our Dedication to You

We value and promote diversity, equity, inclusion, and belonging in all aspects of our business and at all levels. Success comes from acknowledging, welcoming, and incorporating diverse perspectives. Diverse representation alone is not the desired outcome. We also strive to create an inclusive culture that encourages growth, ownership of your role, and achieving innovation in new and unique ways. Your voice will be heard, and we will help amplify it.

This description captures the core of the role today. As we adopt AI and new ways of working, responsibilities may evolve, and we encourage team members to take initiative, lean into change, and help expand the impact of their role beyond what’s listed here.