Strategic Customer Success Manager & Execution Leader

WorkBoard; Redwood City (CA); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401K with employer matching

Paid holidays

Discretionary Time off

Job summary

WorkBoard is seeking a Customer Success Manager in the US who will drive strategic customer outcomes using our platform. You will lead programs, coach executive sponsors, and ensure adoption across client teams, partnering with sales and services to maximize value.

You will build strong relationships with senior leaders, manage timelines, and promote best practices. Expect 50% travel and a fast-paced, high-growth SaaS environment.

Qualifications

• 5–8 years of overall work experience with 3 years in Customer Success or related roles.
• Experience in high-growth SaaS and ability to manage cross-functional programs.
• Comfortable using AI tools to drive customer outcomes.

Responsibilities

• Lead self-sustaining programs that scale for large clients.
• Build trusted relationships with senior executives and cross-functional teams.
• Train customers to maximize platform adoption and outcomes.
• Create and manage program plans with tight timelines and accountability.
• Foster community and adoption across customer accounts; travel as needed.

Skills

Leadership skills

Communication

Change management

AI tools experience

Strategy execution

Portfolio management

Client-facing

Self-starter

Tools

Salesforce

Job description

WorkBoard is seeking a Customer Success Manager in the US who will drive strategic customer outcomes using our platform. You will lead programs, coach executive sponsors, and ensure adoption across client teams, partnering with sales and services to maximize value.

You will build strong relationships with senior leaders, manage timelines, and promote best practices. Expect 50% travel and a fast-paced, high-growth SaaS environment.