Senior Customer Success Manager - Technical Account Management

Zip; San Francisco (CA); Hybrid; USD 160,000 - 190,000; Full time

Benefits offered by this job

Start-up equity

Full health, vision & dental coverage

Catered lunches & dinners

Commuter benefit

Team building events

Flexible PTO

Apple equipment

401k plan

Job summary

Zip is seeking a Senior Customer Success Manager to oversee a growing enterprise customer base. You’ll collaborate with sales, implementation, engineering, and product teams, advising clients on B2B purchasing for maximum efficiency.

The ideal candidate will possess substantial experience in customer success roles and be a proactive problem solver with excellent communication skills. Perks include full health coverage, flexible PTO, and start-up equity.

Qualifications

• 8+ years in customer success or technical account management.
• 1+ year in an implementation role.
• Strong project management skills for a dynamic portfolio.
• Proven ability to establish rapport with customers.

Responsibilities

• Help customers drive procurement success on the Zip platform.
• Act as a trusted advisor and continuously educate customers.
• Manage customer engagement and focus on satisfaction.
• Collaborate with product and engineering teams for solutions.

Skills

B2B SaaS experience

Project management

Customer-facing communication

Creative problem solving

Interpersonal skills

Tools

ERP systems (Netsuite, Coupa)

HRIS (Workday)

Workflow management tools (JIRA, ServiceNow)

Job description

About Zip

Zip is the AI platform for enterprise procurement — built for humans and agents working together. By orchestrating procurement across teams, tools, and suppliers with the help of AI agents, companies can secure the resources they need to innovate faster than ever before.

About Zip

Zip is the AI platform for enterprise procurement — built for humans and agents working together. By orchestrating procurement across teams, tools, and suppliers with the help of AI agents, companies can secure the resources they need to innovate faster than ever before. The world’s most influential enterprises trust Zip, including T-Mobile, OpenAI, AMD, Mars, Dollar Tree, and more. Together they’ve saved over $8 billion and processed over $500 billion in spend. Zip’s team includes product leaders from Apple, Airbnb, and Meta, as well as former procurement leaders from United Health, Sanofi, MGM Resorts, Discover, and NASA. Backed by Adams Street, Alkeon, BOND, CRV, DST, Tiger Global, and Y Combinator, Zip has raised $371 million, most recently at a $2.2 billion valuation and has been recognized by Forbes Fintech 50, Fast Company's Most Innovative Companies, Inc. Best in Business, and LinkedIn Top Startups.

Your Role

We’re looking for a Senior Customer Success Manager (equivalent to a Technical Account Manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you’ll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement.

This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world-class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more.

You Will

• Help our largest customers drive procurement success on the Zip platform.
• Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis.
• Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip’s platform and procurement best practices.
• Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams.
• Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty.
• Manage customer health and hedge account risks based on data-driven adoption metrics.
• Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations.
• Train and empower customers to be product specialists to become increasingly self-sufficient for their organization.
• Partner with the renewals team to achieve target GRR.
• Continuously improve Customer Success assets and processes. We’re an early-stage company, we want people who are excited to build and motivated to up-level the status quo!

Qualifications

• 8+ years of relevant work experience working in customer-facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high-paced environment is a benefit.
• 1+ year in an implementation role, such as Solutions Consultant, Implementation Manager, etc
• Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools.
• Excellent interpersonal skills and ability to establish quick rapport and trust with customers.
• Strong project management skills to manage a dynamic customer portfolio.
• Creative problem solver while being attentive to details.
• Business process-oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.).
• Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality).

Nice to Haves

• Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles.
• Experience with SaaS workflow management tools (low code / no code configuration).
• Experience working in a top tier consulting firm or have an MBA.

The salary range for this role is $160,000 - $190,000 OTE. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise.

Perks & Benefits

• Start-up equity
• Full health, vision & dental coverage
• Catered lunches & dinners for SF employees
• Commuter benefit
• Team building events & happy hours
• Flexible PTO
• Apple equipment plus home office budget
• 401k plan

We're looking to hire Zippers and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!