Principal Customer Success Manager, Enterprise

Rozgoo; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Fin is seeking an Enterprise Customer Success Manager to partner with our largest enterprise customers and guide them through AI-driven transformations. You will work with C-suite leaders to drive adoption, ROI, and automation maturity across the customer journey—from scoping to measurable outcomes.

In this role you will translate complex requirements into Fin solution designs, influence customer strategy, and collaborate with product and engineering to deliver impact while protecting value for

Qualifications

• 10+ years of customer-facing experience in management consulting, strategy, advisory, or enterprise SaaS CSM roles.
• Experience with business process mapping, requirements analysis, and solution design at enterprise scale.
• Strong technical acumen and genuine passion for AI—comfortable discussing with engineering/product teams (coding not required).
• Ability to evaluate AI performance data (automation rate, resolution rate, CSAT deflection) and translate metrics into business outcomes.
• Strong commercial instincts: understands enterprise procurement cycles and how to frame value for CFO/CXO audiences.
• Ability to simplify and communicate complex problems clearly across audiences—from technical teams to boards.
• Experience leading large-scale enterprise transformation programmes involving AI, automation, or related initiatives.

Responsibilities

• Develop trusted advisor relationships with executives and stakeholders across a focused enterprise portfolio.
• Facilitate requirements gathering and process mapping for standard operating procedures; document clearly and actionably.
• Act as transformation architect, defining automation and AI maturity roadmaps to reduce costs and drive CX innovation.
• Collaborate with engineers to translate requirements into Fin solution designs and best-practice prompts.
• Monitor usage patterns to identify risks, optimize, and identify expansion opportunities.
• Maintain deep knowledge of Fin capabilities and evolving AI-agent industry trends.
• Lead Success Plans, QBRs/EBRs, and strategic planning with executives and ensure milestones are met.
• Quantify customer value through ROI narratives and executive briefings to drive continued investment.
• Partner with Sales and Renewals to protect GRR and grow account exposure.
• Prioritize demands to drive high-value outcomes across portfolios.
• Be the Voice of the Customer and influence product/solution strategy.

Skills

Years of experience

Process mapping

AI acumen

Metrics interpretation

Commercial instincts

Clear communication

Transformation leadership

Job description

Fin is the AI Customer Agent company on a mission to help businesses provide perfect customer experiences.

Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses to deliver impeccable, always-on customer support across the customer journey – from service, to sales, to ecommerce. Powered by our own AI models, Fin resolves complex customer issues end-to-end across every channel, with minimal set-up and integration. Fin can also be combined with our natively integrated Intercom help desk for one single system that is designed to meet the needs of modern day support teams.

Founded in 2011, Fin became one of the fastest growing companies and remains one of the largest private software companies in the world with nearly 30,000 global businesses using our products to transform their customer support. Driven by our core values, we push boundaries, build with speed and intensity, and relentlessly deliver incredible value to our customers.

What's the opportunity?

As an Enterprise CSM, you’ll partner with our largest and most complex enterprise customers to help them succeed in the new era of AI-driven customer service. You’ll work with C-suite leaders and their teams to guide them through their AI Agent transformation with Fin — as both a Customer Agent and a Service Agent — from early project scoping and requirements gathering, to measurable adoption, to industry-best automation rates and business outcomes.

This role is an opportunity to shape how the world’s leading companies deploy AI to transform their customer and support operations — and to achieve strategic outcomes aligned to their business goals.

What will I be doing?

• Develop trusted advisor relationships with customers (from c-suite stakeholders to individual contributors across a focused portfolio of high-value enterprise accounts.
• Facilitate requirements gathering and process mapping for the customer’s standard operating procedures; document in clear, precise, and actionable terms.
• Act as a transformation architect influencing customer strategy at the highest levels and defining automation and AI maturity roadmaps that drive structural cost reduction, CX innovation, or both.
• Collaborate with engineers to translate customer requirements into Fin solution designs, guiding the customer on configuration best practices and prompt strategy.
• Monitor Fin usage patterns to identify risks, recommend optimizations, and uncover expansion opportunities.
• Maintain deep product knowledge of Fin’s fast-expanding capabilities; remain market aware of the fast evolving AI-agent industry.
• Lead Success Plans, QBRs/EBRs, and strategic planning sessions with executive stakeholders hold yourself and your customers accountable to clearly defined milestones and measurable outcomes.
• Quantify and communicate customer value through ROI metrics, outcome narratives, and executive briefings — building compelling business cases for continued and expanded investment.
• Partner with Sales and Renewals to protect GRR, drive growth and progress further exposure of Fin to our customers' challenges.
• Prioritize competing demands to drive the highest-value outcomes across your customer portfolio.
• Be the Voice of the Customer internally, advocating for customers’ needs and shaping our solutions strategy.

What skills do I need?

• 10+ years of customer-facing experience in management consulting, strategy, advisory, or enterprise SaaS CSM roles.
• Experience with business process mapping, requirements analysis, and solution design at enterprise scale.
• Strong technical acumen and genuine passion for AI — comfortable engaging with technical concepts and holding meaningful conversations with engineering and product teams (coding not required).
• Ability to evaluate AI performance data — automation rate, resolution rate, CSAT deflection — and translate metrics into compelling business outcomes.
• Strong commercial instincts: understands enterprise procurement cycles and how to frame value for CFO and CX executive audiences.
• Ability to simplify and communicate complex problems clearly across audiences — from technical teams to boards.
• Experience leading large-scale enterprise transformation programmes involving AI, automation, or