Enterprise CS Manager — Growth, Retention & Equity

Collate; San Francisco, Northern (CA, KY); Hybrid; USD 141,000 - 200,000; Full time

Job summary

Collate, an AI document generation platform for life sciences, seeks a Customer Success Manager to own the full lifecycle for enterprise accounts from close through renewal and expansion. You will drive adoption within regulatory workflows, defend forecast health, and protect revenue across your book, reporting with rigor.

This fully in-person role is based in San Francisco, requiring strong quantitative skills and excellent communication with scientists and executives.

Qualifications

• 5+ years in a metrics-owning Customer Success role at an enterprise software company.
• Full-lifecycle experience with onboarding and renewals.
• Fluency with a health-score or leading-indicator models.

Responsibilities

• Retention & Expansion Number — Carry a GRR/NRR target across your book.
• Full-Lifecycle Ownership — Run onboarding from kickoff to go-live, then stay accountable for renewal.
• Adoption & Health Scoring — Define and track usage metrics that predict renewal and build a defendable health score.
• Risk Management — Identify at-risk accounts early and execute save plays.
• Customer & Stakeholder Management — Serve as the primary contact for enterprise clients navigating regulatory workflows.
• Cross-Functional Feedback Loop — Route customer signal into roadmap and expansion motions.
• Reporting & Forecasting — Own the CS dashboard on churn, expansion, adoption, and CSAT.

Skills

Customer success

Data-driven

Forecasting

Excel/Sheets

Job description

Collate, an AI document generation platform for life sciences, seeks a Customer Success Manager to own the full lifecycle for enterprise accounts from close through renewal and expansion. You will drive adoption within regulatory workflows, defend forecast health, and protect revenue across your book, reporting with rigor.

This fully in-person role is based in San Francisco, requiring strong quantitative skills and excellent communication with scientists and executives.