Technical Customer Success Manager

Remote Jobs; Austin (TX); Teletrabalho; USD 88 000 - 107 000; Tempo integral

Resumo da oferta

Certinia seeks a Technical Customer Success Manager to act as the technical advisor for a portfolio of customers, ensuring successful adoption and maximum value from our PSA, CS, and FM solutions.

You will deliver technical demos, training, and workshops, while collaborating with CS, Engineering, Product, and Support teams to resolve complex issues and drive strategic success plans. Remote role in US East of Central time zone with 88k-107k base plus 12% bonus.

Qualificações

• Technical background in software development or solutions engineering.
• Experience with B2B SaaS environments and driving customer success.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects and stakeholders.

Responsabilidades

• Serve as primary technical contact for a portfolio of customers.
• Provide proactive technical guidance and best practices.
• Lead technical demos, workshops, and training sessions.
• Act as Named Technical Lead for Elite Accounts and contribute to CSP.
• Advocate for customer needs to influence the product roadmap.

Conhecimentos

Technical consultation

Problem resolution

Product knowledge

Account management

Voice of the customer

Communication skills

Customer-centric mindset

Problem-solving

Proactive & organized

Formação académica

Salesforce Administrator

Certinia Admin

Salesforce AI

Ferramentas

Salesforce

PS Cloud

FM Cloud

Certinia Platform

Descrição da oferta de emprego

Technical Customer Success Manager

Location: Remote, US East of Central time zone

WHO WE ARE

Certinia delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA), Customer Success (CS), and Financial Management (FM) solutions-delivered on Salesforce's leading cloud platform-provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in Austin, Texas with presence around the world, Certinia is backed by Haveli Investments, TA Associates, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com.

THE ROLE

This role combines the strategic relationship management of a Customer Success Manager with the deep technical expertise of a solutions engineer. The Technical Customer Success Manager (TCSM) is the trusted technical advisor for our customers, ensuring they successfully understand, adopt, and derive maximum value from our product.

WHAT YOU WILL DO IN THIS ROLE

• Technical Consultation: Act as the primary technical point of contact for a portfolio of customers. Provide proactive technical guidance, best practices, and innovative solutions to help them optimize their use of our product.
• Problem Resolution & Escalation Management: Serve as an escalation point for complex technical issues that require deep product or architectural knowledge. Collaborate directly with internal CS, Engineering, Product, and Support teams to drive the diagnosis and resolution of escalated problems.
• Product Expertise: Maintain an in-depth, hand-on understanding of our product's features, capabilities, and technical architecture. Conduct technical demos, workshops, and training sessions for customers.
• Account Management : Up to 20% of time allocated to Elite Accounts, working as Named Technical Lead. Participates and proactively contributes to Customer Success Planning [CSP] through ownership of the Technical Success [TS] Plan component of overall CSP for named account[s]
• Voice of the Customer: Advocate for customer needs and provide valuable feedback to our product and engineering teams to help shape the product roadmap.

WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE

• Technical Acumen: You must possess a strong technical background in software development, solutions engineering, or a related field.
• Preferred certifications:
• Salesforce Administrator
• Certinia Admin for relevant product[s]
• Salesforce AI
• Product Knowledge: Demonstrate senior system administrator or application owner level of understanding of PS Cloud or FM Cloud and knowledge of its adjacent products. Exhibit an advanced understanding of the Certinia solution perspective and how it applies to common business challenges
• Communication Skills: Exceptional ability to communicate complex technical concepts to both technical and non-technical audiences, both written and verbally.
• Customer-Centric Mindset: A proven track record of building strong, long‑lasting relationships with customers in a B2B SaaS environment.
• Problem-Solving: Strong analytical and problem‑solving skills with the ability to think critically and provide innovative solutions.
• Proactive & Organized: Highly organized and capable of managing multiple projects and priorities simultaneously without sacrificing quality.

The reasonably expected base salary range for this full-time position is $88,000-$107,000 + 12% Bonus

Please note that the final offer will be determined by a variety of factors, including the candidate's relevant experience, skills, and qualifications, as well as internal equity and market data.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.