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Customer Success Manager – Strategic

July 2, 2025July 2, 2025

Customer Success Manager – Strategic

CompanyAffinity
LocationSan Francisco, CA, USA, New York, NY, USA
Salary$130000 – $182000
TypeFull-Time
Degrees
Experience LevelSenior

Requirements

  • 5+ years of experience as a Customer Success Manager, Account Manager, or similar role.
  • Proven track record of achieving commercial targets and goals in a customer success organization, preferably in an enterprise SaaS setting.
  • Experience managing complex accounts, renewals, and upsells/cross-sells.
  • Excellent interpersonal skills with a history of building strong business relationships.
  • Influential communicator with experience presenting to small and large audiences.
  • Proficient in organization, account prioritization, and time management.
  • Proven experience executing the customer journey while maintaining excellent internal operational cadences.
  • Ability to orchestrate cross-functional resources to ensure the success of your clients.
  • Excited by the startup environment; wanting to contribute to fine-tuning the structure and process to scale the customer success team.

Responsibilities

  • Own a book of Affinity’s largest and most strategic customers, and drive renewals and upsells for these accounts.
  • Serve as a Customer Advocate: build a strategy to manage the engagement and success of our clients.
  • Act as a trusted advisor to our customers to drive broad product adoption and ensure they reach a high level of satisfaction with the product.
  • Become a product expert: Develop best practices to share across clients, helping them best leverage Affinity’s full functionality.
  • Interface closely with sales, support, product, and engineering teams to share client feedback, resolve escalations, deliver outstanding client experiences, and directly impact the product roadmap.

Preferred Qualifications

  • Experience working at a SaaS company in the CRM, data services space or financial services clients.


TaggedAffinityCustomer SuccessFinance & Operations & StrategySales & Account ManagementSenior

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