Customer Success Manager at Otter.ai | San Francisco

About Opal Security:At Opal, we are pioneering cutting-edge identity governance for the AI age—smart access management that enables businesses to innovate rapidly while ensuring security. Our goal is to provide clarity, control, and confidence in complex enterprise environments, allowing teams to manage access seamlessly without hindering progress.About the Role:Opal is at a pivotal moment, seeking a passionate individual to enhance our post-sales experience after customers agree to partner with us.We are looking for a technically savvy professional who can elevate our customer success initiatives from satisfactory to outstanding. This is your opportunity to redefine customer success with the freedom to implement your vision. You will adopt a player-coach approach: engaging directly with customers while laying the groundwork for a high-performing team that can grow alongside us.Your Responsibilities:Create an exemplary customer success team: you will redesign our customer success strategies, establishing processes, metrics, and a culture that transform good relationships into exceptional results.Serve as the primary technical support: when customers encounter challenges, you will be their go-to person. You will troubleshoot integrations, diagnose configuration issues, and provide immediate resolutions while knowing when to escalate complex issues to engineering.Oversee the health of our customer portfolio: you will be responsible for renewals, retention, and proactive engagement. You will develop frameworks and key indicators that help us identify opportunities (and potential risks) early on, ensuring customers receive maximum value from Opal Security throughout their journey.Act as a liaison between customers and product: you will collaborate closely with our product and engineering teams to advocate for customer needs, influence future developments, and ensure we deliver real value beyond just features. Your insights will significantly impact our roadmap.Lead customers from onboarding to advocacy: you will manage strategic relationships across a diverse clientele, from Fortune 500 corporations to innovative AI startups such as Runway and Perplexity, serving as their trusted advisor on access management and security. These relationships are built on trust and partnership rather than transactions.

About Opal Security:At Opal, we are redefining identity governance for the AI era by creating advanced access management solutions that empower enterprises to innovate rapidly while ensuring security. Our mission is to provide clarity, control, and confidence in complex enterprise environments, enabling teams to manage access effectively without hindering progress.The Role:While many seek the challenge of building from 0 to 1, we recognize that scaling from 1 to n presents an even greater challenge. We have a talented team of engineers and a product that practically sells itself. We are now looking to enhance our engineering leadership to ensure we continue to deliver value, scale effectively, and support our engineers’ growth.What You’ll Do:This role is centered on balance: managing priorities, striking the right equilibrium between structure and agility, and discerning when to implement short-term solutions versus long-term strategies.Embrace a culture of positivity: say yes to speed, imaginative ideas, team bonding, and providing support to your team members, whether through coding or offering emotional support.Protect your engineers from constant distractions: ensure that your team has the necessary insulation from relentless requests.

About Opal Security:At Opal Security, we are at the forefront of modern identity governance for the AI era. Our innovative access management solutions empower enterprises to accelerate their operations while ensuring robust security. Our mission is to provide clarity, control, and confidence in complex enterprise environments, enabling teams to manage access efficiently without hindering innovation.About the Role:Identity management is evolving rapidly, and as organizations deploy agents and create service accounts, traditional IAM stacks struggle to keep pace. At Opal, we are developing AI-driven security solutions that adapt to this dynamic landscape, with leading companies like Databricks and Figma relying on our expertise.In this role, you will design and implement customer solutions across our entire technology stack. Engaging directly with security and engineering teams at both Fortune 500 companies and innovative startups, you will gain insight into their unique challenges and architect systems that effectively address their needs. You will take ownership of the problem-solving process, allowing you to be creative, challenge existing assumptions, and develop groundbreaking solutions.Join a team that values collaboration and camaraderie. We prioritize thoughtful engineering over rushing through tasks, and you will work alongside individuals with diverse expertise, engaging in meaningful discussions and delivering work that you can take pride in.We are eager to welcome new team members who will contribute to and grow with our collaborative environment

DescriptionAt Opal, we are revolutionizing access management by creating an intuitive, centralized hub for authorization. Our goal is to eliminate the frustrations of access limitations that hinder productivity. We prioritize user-friendly design that meets enterprise-level requirements for scalability, reliability, and security.Your ResponsibilitiesDevise and implement strategic sales initiatives to achieve and surpass your sales targets.Oversee the entire sales process from prospecting to closing deals.Collaborate with Customer Success Managers and Sales Engineers to foster strong relationships that add continuous value, identify upselling opportunities, and ensure timely contract renewals.Stay informed about trends in the access management sector and the competitive landscape.Work with the Go-To-Market team to refine sales strategies and enhance messaging for effective pipeline management.Act as the voice of the customer to internal teams, including Sales Engineering, Product, and Marketing, to prioritize development initiatives.Maintain accurate records and documentation of your sales activities across all platforms.Our Ideal CandidateMinimum of 5 years of experience in quota-carrying sales roles within a dynamic, competitive environment.Proven success in securing new clients and consistently exceeding sales quotas.Experience in selling complex enterprise software, with a focus on security and infrastructure management preferred.Strong presence with excellent listening skills, and experience engaging with C-suite executives.Self-motivated, inquisitive individual with a background in startups.

Opal Security builds intelligent access management tools for enterprise teams, aiming to deliver clarity and control in the AI era. The company helps organizations manage identity governance at scale, balancing speed with strong security. Role overview This in-house recruiter position centers on hiring for both Engineering and Go-to-Market teams. Reporting to the Head of People, the recruiter will work onsite in downtown San Francisco at least three days per week, collaborating closely with colleagues. As Opal grows, there is potential to take on additional hiring needs and contribute to broader people-focused projects. What you will do Develop and execute sourcing strategies that turn LinkedIn outreach into real candidate conversations. Work with hiring managers to understand team needs, advise on candidate profiles, and refine interview processes. Represent Opal at industry events and networking meetups. Organize office gatherings, such as pizza nights and Mario Kart tournaments, to build team engagement. Help build a strong hiring foundation by mapping the market, strengthening Opal’s employer brand, and improving candidate experiences from first contact onward. Manage the candidate journey from sourcing through to hire. As the role evolves, opportunities may arise to take on broader People Operations or HR projects based on interest. Requirements 3-5+ years of recruiting experience, ideally in a startup or high-growth environment. Demonstrated success sourcing and closing candidates for Engineering and/or Go-to-Market roles. Comfort working independently as a recruiter, able to thrive without a large team or rigid structure. This position is based in San Francisco and requires regular onsite collaboration.

About Opal Security:At Opal, we are at the forefront of modern identity governance designed for the AI era. Our intelligent access management solutions empower enterprises to innovate rapidly while maintaining robust security. Our mission is to provide clarity, control, and confidence in navigating complex enterprise environments, enabling teams to govern access without hindering innovation.About the Role:Identity management is undergoing a significant transformation. As companies deploy agents and create service accounts, many find their IAM systems struggling to keep pace. We are pioneering AI-native security solutions that adjust to this dynamic landscape, earning the trust of industry leaders like Databricks and Figma.In this role, you will serve as the technical liaison between Opal and our clientele. You'll engage with prospects and customers during pivotal phases such as sales cycles, implementations, and expansions, building solutions that ensure their success. This may involve prototyping custom integrations, architecting deployments, debugging environments, or developing code that integrates into our product. You will manage the technical relationship, allowing you to innovate, challenge norms, and foster trust through your expertise.Join us in a collaborative and enjoyable team environment where we are eager to welcome new teammates who will contribute to and grow with us.

About Opal Security:In today's fast-evolving digital landscape, identity management is more crucial than ever. As organizations increasingly deploy agents and establish service accounts, they often find that their Identity and Access Management (IAM) systems struggle to keep pace. At Opal, we are pioneering AI-native security solutions designed to thrive amid this complexity. Major players like Databricks, Cloudflare, and Figma trust us to deliver innovative solutions that redefine the IAM landscape.As our inaugural Chief Product Officer, you will be instrumental in shaping and guiding Opal's product vision and strategic direction. You will have the opportunity to build and expand our product organization, collaborating closely with security and engineering teams across Fortune 500 companies and dynamic startups. Your insights will inform our strategic positioning as leaders in AI-native IAM. Reporting directly to the CEO, you will be a member of the executive leadership team, working in tandem with our CTO on technical strategy and with our go-to-market leaders to drive growth.At Opal, we pride ourselves on fostering a collaborative and enjoyable work environment. We are on the lookout for new teammates who are eager to contribute to and grow alongside our innovative mission.

About Opal Security:At Opal, we are revolutionizing identity governance for the AI-driven landscape. Our intelligent access management solutions empower enterprises to accelerate their operations while maintaining robust security. Our mission is to enhance clarity, control, and confidence in complex enterprise environments, enabling teams to manage access effectively without hindering innovation.The Role:As identity management gains prominence, organizations are increasingly deploying agents and service accounts, realizing that their current IAM solutions are insufficient. We are at the forefront of developing AI-enhanced security that adapts to this dynamic environment, with leading companies like Databricks, Cloudflare, and Figma placing their trust in us.In this pivotal role, you will take charge of Opal's product strategy and execution as our sole Product Manager. Collaborating closely with security and engineering teams across Fortune 500 companies and innovative startups, you will gain insights into their unique challenges and define our leadership position in the IAM sector. You will report directly to the CTO and work closely with our engineering team.We pride ourselves on building a cohesive and enjoyable team environment. We are eager to welcome new colleagues who will contribute to and evolve alongside our mission Your Responsibilities:Drive product strategy from concept to execution, taking ownership of our offerings and market expansion. Collaborate with customers to validate our direction, partner with engineering on technical strategy, and ensure our roadmap positions us for success in IAM.Design our platform to unify human and non-human identity governance across hybrid environments, integrating on-premises Active Directory, cloud IAM, SaaS applications, and AI agents.Lead our transformation from a fast, flexible solution to an enterprise-grade offering at scale, maintaining the aspects that developers love about us.Drive the creation of a new category, positioning Opal as the intelligence layer for authorization, distinguishing us from mere point solutions in a crowded IAM landscape.Shape the future of Opal and the identity management field.Our Ideal Candidate:Has a strategic mindset: capable of analyzing market trends, customer insights, and technical limitations to chart the best path forward.Is passionate about building platforms, not just features: understands API strategy, developer experience, and how to create flexible systems that provide enduring value.

About Lumafield:Founded in 2019, Lumafield is on a mission to transform the landscape of manufacturing. Our team of seasoned engineers brings extensive expertise across the product development cycle, addressing the frustrations associated with the high costs and complexities of modern manufacturing. We aim to enhance this process.Engineers make crucial, multi-million dollar decisions daily, and require tools that provide unparalleled insight into their products. Lumafield offers exceptional visibility and AI-driven tools that not only pinpoint issues but also generate valuable quantitative data, poised to revolutionize the creation, manufacturing, and utilization of complex products across various sectors. Our journey started with industrial CT scanning, an underutilized yet invaluable tool that facilitates rapid, non-destructive inspection of essential components.We have reengineered the entire system, from X-ray capture and computer vision analysis to web-based collaboration and overall business model, making cutting-edge manufacturing technology accessible to all industries. Our company, much like our platform, is designed for continuous improvement. We are committed to fostering greater intelligence, autonomy, and speed, striving for operational excellence and insightful analytics. And we will continue to evolve.About the Role: As a Customer Success Manager (CSM) at Lumafield, you will be integral in partnering with our customers, advocating for their needs within our organization, and managing accounts to drive business outcomes and revenue growth.You will oversee the customer lifecycle, from post-sale onboarding to renewals and expansions, acting as a trusted advisor for stakeholders, fostering advocacy within accounts, and ensuring customers derive significant value from our products.Operating at the intersection of advanced industrial technology and customer strategy, you will lead business reviews, develop and implement mutual success plans, and enhance net revenue retention through strategic account growth.This role requires not only technical expertise in engineering analysis but also the business acumen to translate technical achievements into tangible business value, facilitating discussions with executive stakeholders within customer organizations.

Join Ambrook as a Customer Success Manager, where you will play a pivotal role in ensuring our clients achieve their desired outcomes. You will be the primary point of contact for our customers, guiding them through our innovative financial solutions. Your expertise will help foster long-lasting relationships and drive customer satisfaction.

About Bland AI Bland AI builds advanced AI phone agents that help companies transform how they communicate with customers. Backed by Emergence Capital, Y Combinator, and founders of PayPal and Twilio, Bland AI has raised $65 million to drive innovation in voice automation. The team of 60 supports clients like Better.com, delivering scalable, friendly conversations through AI-powered solutions. Role Overview: Customer Success Manager (Technical Account Manager) This role is based in San Francisco and focuses on guiding customers through the post-sales journey. The Customer Success Manager will own customer relationships, develop strategic plans, and ensure that clients see clear value from Bland AI’s technology. As the founding Technical Account Manager, this person will play a key role in stabilizing accounts, surfacing risks, and identifying opportunities for growth and feedback. What You Will Do Drive Customer Success: Oversee the customer journey after the sale, ensuring rapid onboarding, achievement of KPIs, and clear ROI. Address issues early, guide clients to high-impact use cases, and make each deployment a success for both sides. Collaborative Problem Solving: Work closely with engineers to resolve technical issues and keep customer operations running smoothly. Proactive Technical Support: Educate customers on best practices, new features, and ways to optimize their use of Bland AI products. Customer Growth & Expansion: Identify new use cases, develop expansion strategies with clients, and turn insights into actionable plans for growth. Effective Communication: Communicate clearly with stakeholders at every level, translating complex AI features into practical recommendations.

About UsAt Reducto, we empower AI teams to seamlessly process real-world enterprise data with unparalleled precision. We specialize in transforming unstructured documents, such as PDFs and spreadsheets, into structured data that can be utilized effectively across various applications.Our innovative vision models mimic human reading capabilities, allowing businesses to automate processes, enhance product development, and train sophisticated AI models using their data. In just one year, we have scaled from zero to mid-7 figure ARR and now partner with a diverse range of clients, from top AI teams like Harvey and Vanta to prestigious enterprises including FAANG and elite trading firms.With over $100M raised from industry-leading investors such as a16z, Benchmark, and First Round Capital, Reducto is on a trajectory of rapid growth and innovation.The OpportunityAs our inaugural Customer Success Manager, you will have the unique opportunity to shape and establish our customer success function. You will manage a portfolio of high-value clients, focusing on improving logo retention and net revenue retention (NRR). Collaborating closely with technical teams using our platform, you’ll ensure they maximize the value derived from Reducto’s services, addressing complex document processing challenges efficiently.We would love to meet you if the following resonates:Strategic and Technical Mindset: You possess the ability to engage deeply with technical teams to comprehend their document processing requirements while keeping a strategic perspective on their overarching business goals. Comfortable in discussions about both technical details and business outcomes.Process-Driven Approach: You excel at designing scalable processes and are adept at laying the groundwork for a world-class customer success organization.Data-Driven Decision Maker: Proficient in tracking and analyzing customer health metrics, usage statistics, and business outcomes, you let data guide your decisions and clearly demonstrate ROI to customers.Exceptional Communication Skills: Your ability to engage with both technical practitioners and executive stakeholders is notable. You are skilled in documentation, customer training, and conducting strategic business reviews.Proactive and Independent: You actively monitor customer health, identifying opportunities to enhance value without waiting for issues to arise. Comfortable working autonomously while establishing scalable processes.

As a Customer Success Manager at Campfire, you will take charge of a diverse portfolio of customers, focusing on enhancing their experience, ensuring retention, and fostering long-term success. You will serve as the key liaison to finance and accounting teams, empowering them to extract measurable value from Campfire while confidently managing their core financial operations on our platform.Collaboration is key in this role, as you will work closely with Implementation, Product, Support, and Sales teams to deliver an exceptional customer experience and pinpoint opportunities for expansion and growth.Key ResponsibilitiesCustomer Ownership & SuccessOversee post-implementation success for your assigned customers.Cultivate robust relationships with Controllers, Accounting Managers, and Finance leaders.Drive customer adoption, engagement, and realization of value across accounts.Proactively monitor account health and identify potential churn risks.Lead Quarterly Business Reviews (QBRs), success planning, and regular check-ins.Retention & GrowthManage renewals for your designated book of business.Spot and support expansion opportunities (additional seats, modules, entities, geographical areas, and use cases).Collaborate with the Sales team to scope and finalize upsell and cross-sell opportunities.Maintain precise renewal forecasts and risk pipelines.Product Adoption & EnablementFacilitate customer enablement sessions and workflow optimization reviews.Assist in the rollout of new product features and modules.Ensure customers adhere to best practices and maximize their value from Campfire.Cross-Functional CollaborationWork closely with Implementation to ensure seamless handoffs and successful go-lives.Collaborate with Support and Product teams to resolve issues and escalate customer feedback effectively.Act as the voice of the customer internally to enhance processes throughout the customer lifecycle.

Your Role:Act as the customer advocate within our team, collaborating with internal stakeholders to identify services and processes that lead to outstanding product utilization, customer satisfaction, and loyal advocates.Develop metrics to assess customer relationships, shaping strategies that yield actionable insights such as loyalty and return on investment (ROI).Facilitate the creation of customer references and case studies.Oversee customer onboarding, training, and product adoption.Guide clients on leveraging our tools to achieve their business goals.Promote the use of Augment products from inception, identifying customization needs and further implementation opportunities.Guarantee the renewal of all customer contracts.

OverviewJoin us at Vitalize as a Customer Success Manager, where you will collaborate closely with the founders to drive success and ROI for our key clients, managing high-value accounts with significant patient capacity. In this role, you will begin as a hands-on contributor, diving deep into account management, data analysis, and escalation resolution, while also developing systems that empower our customers to thrive, renew contracts, expand their usage, and become advocates for our platform. As we grow, you will have the opportunity to build and lead a Customer Success team.About VitalizeVitalize is on a mission to transform hospital operations, which still rely on outdated processes like paper and spreadsheets. Our innovative platform automates staffing operations, providing clinical leaders with real-time decision support that reduces manual workloads, cuts labor costs, and maximizes patient capacity across healthcare systems. With labor costs accounting for approximately 60% of hospital expenses and over 20% of that being preventable, our solution is crucial for enabling health systems to operate more efficiently and sustainably.We are building the essential operating system for workforce management in hospitals, competing directly with traditional providers and gaining traction. Currently operational in over 20 hospitals, we are approaching eight figures in revenue and have experienced a 300% revenue increase in the last three months.Your ResponsibilitiesAs the Customer Success Manager, you will oversee the post-launch success of our top clients, managing executive relationships and shaping the ROI narrative while ensuring that clients fully grasp the value that Vitalize brings. You will serve as a player-coach, managing key accounts directly while also creating the frameworks, tools, and operational rhythms necessary for scaling the Customer Success function as we transition to our next growth phase.Collaborating with the founders, Deployment, and Customer Operations teams, you will ensure a proactive, data-driven approach to managing customer health and identifying expansion opportunities. Your role will be pivotal in defining what exemplary customer success looks like at Vitalize.

About UsAt thesirius, we are a rapidly expanding company backed by a16z Speedrun, dedicated to driving the success of premier consumer brands like Higgsfield and Promova. Our innovative team thrives at the intersection of technology and business, and we invite passionate professionals to join us in our growth journey.Position OverviewThe Customer Success Manager will be instrumental in ensuring our clients achieve their desired outcomes and maintain high satisfaction levels. As a trusted partner, you will enhance customer engagement, drive product adoption, and improve retention rates. Collaborating closely with our product, sales, and executive teams, you will significantly influence the customer experience and contribute to the product development process.Key ResponsibilitiesAct as the primary liaison for assigned customers, cultivating strong, enduring relationships.Facilitate the onboarding of new clients, offering customized support for a seamless implementation process.Proactively engage clients to enhance product adoption and maximize value realization.Track client health metrics, identify opportunities for account expansion, and address potential challenges.Collaborate with sales and product teams to communicate customer feedback and advocate for client needs.Conduct regular business reviews and nurture executive-level relationships within client organizations.Assist clients in meeting their objectives and proactively address challenges in a dynamic environment.Represent thesirius at industry events, showcasing our dedication to customer success.

Plain develops a platform that helps B2B enterprises move past reactive customer support. The team’s mission centers on building lasting business-customer relationships by making support more efficient and collaborative. Companies such as Cursor, Ashby, Vercel, and Granola rely on Plain to streamline interactions and improve workflows with AI-powered features. This Customer Success Manager position is based in San Francisco and follows a hybrid schedule. Expect to work from the office three days a week, starting early (around 7:30-8am) to coordinate with European colleagues. The office atmosphere includes morning music and stocked coffee and tea to start the day. Role overview The Customer Success Manager leads onboarding and account management for Plain’s top customers. The goal is to help clients realize value quickly, remain engaged with the platform, and enjoy a consistently strong experience throughout their partnership with Plain. This role combines onboarding, account management, collecting product feedback, and close collaboration with sales, product, engineering, and support teams. Day-to-day work takes place inside the Plain platform, so your insights directly influence product development. What you will do Lead onboarding for key clients: Coordinate with sales to gather background, manage onboarding from start to finish, and help customers achieve value quickly. Set the pace, clear obstacles, and demonstrate how Plain aligns with each client’s goals from the outset. Manage and grow key accounts: Build relationships with major customers, monitor account health, oversee renewals, and spot growth opportunities by staying close to their evolving needs. Foster open communication: Set clear expectations with customers, especially when handling high-volume, fast-moving communications. Requirements At least 5 years of experience in customer success or post-sales roles at a B2B SaaS company Comfort with a hybrid schedule and early start times in San Francisco Strong interest in helping customers succeed and collaborating across teams

Join Our Team as a Customer Success Manager/Lead!At Foundation, we're on a mission to revolutionize the homebuilding industry and enhance the experience of buying, selling, and owning homes. We are looking for a dedicated Customer Success Manager to join our dynamic team and drive our core business forward.About UsWith $6.8M in funding from top-tier venture capitalists, including Y Combinator, Foundation is comprised of a talented team formerly from Opendoor, focused on transforming residential real estate. Our flagship product is a cutting-edge customer experience platform tailored for homebuilders — envision it as the 'Shopify for Homebuilders'. We partner with large-scale homebuilders to provide a modern digital experience that significantly boosts customer satisfaction and team productivity. Within just two years, we have achieved remarkable growth and established a strong product-market fit.The RoleAs a Customer Success Manager, you will play a pivotal role in fostering and expanding relationships with our diverse portfolio of clients. You will be the primary contact for our customers post-onboarding, ensuring they maximize their use of our platform and derive long-term value. This position requires a proactive approach in managing multiple accounts, identifying risks and opportunities, and collaborating closely with our Product, Engineering, and Operations teams.This is an ideal opportunity for someone who thrives in a fast-paced environment, enjoys tackling challenges, and seeks a meaningful role within a scaling startup. You will have the autonomy to influence our customer engagement strategies and drive significant impact.

We are seeking a dynamic Customer Success Manager to join our innovative team at leverdemo-8. As a key player in our Customer Success department, you will be instrumental in ensuring our clients achieve their desired outcomes using our cutting-edge hiring software. This role involves fostering strong relationships with customers, understanding their needs, and delivering tailored solutions that enhance their experience with our platform.Lever, founded a decade ago, is at the forefront of transforming the recruitment landscape. Our software is trusted by industry leaders such as Netflix, Yelp, and Shopify to attract and retain top talent. We take immense pride in our people-centric culture, recognized as the #1 workplace in San Francisco, and among the best in the U.S. Join us as we continue to innovate and expand our team.