Strategic Customer Success Leader

Workboard; Redwood City (CA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Discretionary time off

Paid holidays

Health insurance

401K with employer matching

All-hands meetings

Job summary

WorkBoard in the United States is seeking a Customer Success Manager to consult with clients, accelerate strategy achievement, and apply our platform to drive alignment and accountability across large teams. You will build strategic relationships with senior executives and coach cross-functional teams to operationalize results.

You’ll lead programs, improve adoption, and influence change management, with a focus on delivering measurable business outcomes.

Qualifications

• 5-8 years of overall work experience with 3 years in Customer Success, Program Management, Consulting, or Professional Services.
• Experience in a high-growth SaaS technology company with strong management, communication, and change management skills.
• Comfortable working with AI tools and an AI-forward mindset to improve outcomes for customers.
• Experience with strategy execution and strategic portfolio management is a plus.
• Ability to thrive in a fast-paced, client-facing environment with tight timelines.

Responsibilities

• Be certified as a WorkBoard Expert and OKR Coach to understand buyers, pain points, and our methodology.
• Collaborate with sales, customer success, and strategic services teams to partner effectively.
• Articulate the value of our platform clearly and effectively to customers.
• Lead program plans with customer teams to drive high usage and value.
• Travel 50% to spend time with customers and build communities.
• Promote alignment and accountability by coordinating training.
• Help customers achieve quarterly objectives and key results.

Skills

Customer Success

Program Management

Consulting

Professional Services

Salesforce

AI tools

Tools

Salesforce

WorkBoard

Job description

WorkBoard in the United States is seeking a Customer Success Manager to consult with clients, accelerate strategy achievement, and apply our platform to drive alignment and accountability across large teams. You will build strategic relationships with senior executives and coach cross-functional teams to operationalize results.

You’ll lead programs, improve adoption, and influence change management, with a focus on delivering measurable business outcomes.