Strategic Enterprise CSM — Data Platform & AI

Reltio, Inc.; California; On-site; USD 100,000 - 187,000; Full time

Job summary

Reltio is seeking a Customer Success Manager to drive adoption and retention post-implementation. You will guide customers using deep knowledge of Reltio products, data governance, and business processes to enable success at scale.

You’ll design strategic success plans, track ROI, and collaborate with sales and marketing to maximize value and advocacy across enterprise accounts. The role emphasizes executive-level communication and a customer-first approach in a rapidly evolving data-driven

Qualifications

• Bachelor's degree or equivalent experience.
• Minimum 5 years relevant work experience as a Technical CSM, Technical Account Manager or Success Architect in Enterprise Software space.
• Deep knowledge of cloud software solutions, master data management, data governance, data quality and analytics concepts, architecture and use cases.
• Ability to apply experience and deep industry knowledge to understand and navigate a customer's decision-making process, goals, strategies, and business objectives.
• Ability to build consultative effectiveness and establish trust with internal and external customers.
• Ability to clearly articulate and quantify the business value that the solution delivers, as well as the specific business problems it addresses.
• Possess strong presentation, verbal and written communication skills and command credibility with senior executives
• Previous experience and expertise in data management consulting or solutioning
• Previous experience and expertise in software architecture and understanding how applications fit together within a customer’s ecosystem.
• Proven effectiveness at leading and facilitating executive meetings and workshops
• Strong discovery skills to uncover customer problems and the value associated with solving them

Responsibilities

• Account management for large enterprise customers to help them gain value from Reltio as measured by retention, adoption, growth, and customer advocacy.
• Provide required visibility into Customer health by identifying adoption opportunities and retention risk to align internal teams around customer’s success.
• Build a comprehensive understanding of customers' business goals and objectives, crafting a strategic success plan that aligns with and supports the achievement of those goals
• Document and review the success plan, provide guidance on the customer journey and use a consultative approach to help customers achieve their goals
• Hold and grow a trusted advisor relationship with customer sponsors to such that all activities are closely aligned with the customer's business case, strategy and goals allowing the full potential of the Reltio solutions to be realized.
• Track, report, and benchmark all milestone related adoption activities such that the overall success of the customer's initiative can be closely monitored including visibility to the executive sponsors.
• Actively promote all current products the customer has licensed while identifying additional opportunities to showcase additional features, products and services.
• Demonstrate product features beyond central functionality to help the customer achieve specific business results and maximum value
• Recommends specific solutions to achieve the customer's desired result that align with best practices of the product and industry.
• Design metrics and measures in order to measure ROI on the company's products by the customer.
• Timely data capture and documentation within internal applications to ensure data driven decisions are being made to proactively identify adoption and retention risk.
• Work closely with the sales team to identify and pursue upsell and cross-sell opportunities, foster synergy, create alignment and collaborate on the creation of customer value.
• Partner with extended customer-facing account teams to develop strategic and technical plans that help customers achieve their business objectives. Manage the execution of these plans including the tracking of objectives, stakeholders, milestones, risks and metrics.
• Work with Marketing teams to boost customer advocacy and develop case studies.
• Facilitate and lead customer meetings with an agenda driven prescriptive approach to capture and measure their outcomes and value using our product.
• Identify, document and track critical customer information such as usage, health scoring and desired outcomes to make data driven decisions across the organization to proactively identify and mitigate risk.

Skills

Customer success

Executive communication

Relationship building

Enterprise software

Cloud data governance

Education

Bachelor's degree or equivalent

Tools

CRM tools

Data governance tools

Job description

Reltio is seeking a Customer Success Manager to drive adoption and retention post-implementation. You will guide customers using deep knowledge of Reltio products, data governance, and business processes to enable success at scale.

You’ll design strategic success plans, track ROI, and collaborate with sales and marketing to maximize value and advocacy across enterprise accounts. The role emphasizes executive-level communication and a customer-first approach in a rapidly evolving data-driven