Customer Success Manager at PermitFlow | New York City

Join our dynamic team at withdefault as a Technical Customer Success Manager. In this pivotal role, you will be at the forefront of ensuring our clients maximize the value of our products and services. You will work closely with customers to understand their needs, provide technical support, and drive engagement and satisfaction.Your expertise will enable you to identify opportunities for improvement and advocate on behalf of customers within the organization, ensuring their voices are heard in product development and service enhancements.

As a Customer Success Manager at plot, you will play a pivotal role in ensuring our clients achieve their desired outcomes while using our innovative solutions. You will be the voice of the customer, working closely with them to understand their needs, address their concerns, and drive product adoption. Your proactive approach will help foster long-lasting relationships and contribute to our clients' success.

Welcome to Alloy, Where Your Career Thrives! At Alloy, we tackle the identity risk challenges faced by companies offering financial products, empowering them to combat fraud and extend their services to a broader audience globally. Over 800 of the most prominent financial institutions and fintech companies rely on Alloy to manage fraud, credit, and compliance risks while gaining comprehensive insights into their customers. By embracing our core values: Be Bold, Get Scrappy, Collaborate, and Celebrate Our Differences, we are cultivating a vibrant workplace where you can grow, excel, and truly belong. We are proud to be consistently recognized among Inc. Magazine’s Best Workplaces, Forbes America’s Best Startup Employers, and Best Fintech to Work for by American Banker year after year. Discover more about our investors and our mission here.

About UsAt Sweep, we are redefining the way enterprise systems operate. We provide an intuitive layer that empowers teams and metadata agents to plan, modify, and govern systems with unparalleled agility and confidence.Your RoleAs a Customer Success Manager, you will play a pivotal role in nurturing relationships with Sweep’s most significant and intricate enterprise clients. You will serve as both a strategic advisor and a technical expert, ensuring a smooth integration of our solutions into each client's Salesforce ecosystem, while driving their long-term business success.Key ResponsibilitiesCultivate trusted partnerships with executive sponsors and RevOps leaders within key accounts.Lead the onboarding process, technical configuration, and development of strategic enablement plans for enterprises.Gain a deep understanding of each client's Salesforce infrastructure, data flow, and go-to-market strategy.Act as the technical liaison between client teams and Sweep’s Product, Engineering, and Support divisions.Proactively monitor account health, usage trends, and adoption metrics to enhance retention and drive expansion.Conduct quarterly business reviews, identify growth opportunities, and advocate for customer needs internally.Manage and facilitate annual customer contract renewals to sustain long-term relationships.Create scalable best practices and playbooks for enterprise success and growth.

Your Impact The Senior Customer Success Manager at DISCO plays a pivotal role in ensuring a seamless onboarding experience for clients. This position provides strategic insights to help clients effectively leverage DISCO’s products and services in alignment with their unique objectives, while acting as their primary point of contact. You will collaborate intensively with our sales, services, and product teams to boost product utilization within designated accounts, pinpoint upselling opportunities, and collect user feedback to guide product enhancements. A profound understanding of all DISCO offerings and the EDRM framework, coupled with an innate problem-solving ability, is essential for addressing client challenges. Your expertise will significantly contribute to improving customer retention, nurturing loyalty, and fostering DISCO’s overall growth. What You'll Do Account Management: Serve as the primary liaison for assigned strategic accounts, cultivating executive-level relationships and ensuring internal team alignment to meet client needs. Client Success: Drive successful adoption of solutions, ensuring ROI and client satisfaction while identifying potential areas for expansion. Customer Advocacy: Represent client interests within DISCO, providing valuable feedback to drive product and service innovations. Sales Acumen: Clearly communicate the value of DISCO’s offerings, uncover upsell and cross-sell opportunities, and foster long-term client relationships to enhance revenue growth. Meeting & Event Management: Plan and execute educational and networking events that motivate and engage clients. Who You Are 4+ years of experience in post-sales, customer success, account management, or related roles. Strategic thinker with a proven track record in developing account plans and managing SaaS client relationships. Exceptional interpersonal and communication skills. Proficient in identifying and capitalizing on upselling and cross-selling opportunities. Demonstrated leadership skills with the ability to own, drive, and deliver on client initiatives. Experience in planning and executing both internal and external meetings. Customer-centric with a proactive approach to account management and problem-solving.

At Coast, we are revolutionizing the U.S. B2B card payments landscape, targeting the vast network of 500,000 commercial fleets, 40 million commercial vehicles, and countless drivers across the nation. As traditional technologies fall short of modern demands, we are committed to providing innovative digital experiences and transparent financial services. Our mission is to empower our clients with the Coast Fleet and Fuel Card, a state-of-the-art spend management platform designed for transformative growth. About the Role We are seeking a dynamic and empathetic Manager of Customer Success to spearhead our frontline Customer Success Managers (CSMs) while also managing a dedicated portfolio of accounts. This player-coach approach is essential to fostering trust, empathy, and excellence throughout the customer journey. You will be responsible for mentoring, hiring, and developing a team that ensures outstanding onboarding, activation, and retention for all customer segments. What Success Looks Like Consistently deliver exceptional customer value throughout the customer lifecycle. Achieve excellent Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) through proactive health monitoring and effective retention and expansion strategies. Accelerate the onboarding process and fleet activation to ensure customers realize value quickly and consistently. Be an engaged player-coach, managing accounts and demonstrating product knowledge and customer service fluency to elevate team performance through structured coaching. Enhance the expansion pipeline by identifying and nurturing Customer Success Qualified Opportunities (CSQOs) into viable expansion avenues. What You’ll Do Lead & Coach: Oversee and mentor a team of high-performing CSMs, prioritizing call coaching, onboarding execution, fleet activation, and account health. Own Accounts: Maintain a personal portfolio to remain close to the customer experience and exemplify best practices in onboarding, retention, and account expansion. Drive Activation: Ensure your team expedites onboarding processes and enhances customer engagement. Create Value: Guide CSMs in demonstrating customer value throughout the lifecycle, developing account-specific strategies linked to clear use cases. Maximize Expansion: Assist CSMs in generating CSQOs and establishing a proactive expansion pipeline. Upskill the Team: Implement a systematic 1:1 coaching and enablement framework to elevate onboarding, account health, and overall team performance. Build Systems Excellence: Promote operational rigor and data proficiency across Salesforce, Sigma, Outreach, and other tools.

At Outtake, we are dedicated to empowering trust in a digital-first world. With the rapid spread of impersonation, fraud, and AI-driven scams, we have developed an innovative AI platform that proactively detects, monitors, and eliminates impersonators, ensuring protection in hours instead of weeks.Founded by a team of ex-Palantir, ex-CTO/founders, and ex-Notion engineers, Outtake is built for clarity, autonomy, and speed. Our ambitious goal is to establish the trust layer of the modern internet, driven by a lean and exceptionally talented team.About the RoleWe are seeking a Technical Account Manager who will spearhead customer engagements and ensure successful implementation from pilot to long-term integration. This position requires a unique blend of customer insight, product knowledge, and internal collaboration. If you are passionate about customer success, enjoy building trustworthy relationships, and are eager to tackle technical challenges, we want to hear from you!

About CasapCasap is an innovative Series A startup headquartered in San Francisco, having successfully secured over $30 million in funding from top investors such as Emergence, Lightspeed, and Primary Ventures. Founded by seasoned product leaders from renowned companies like Robinhood and Chime, we are dedicated to transforming the banking landscape through our automated solutions for disputes and fraud prevention. Our platform has garnered appreciation from a diverse range of users, including both everyday consumers and major financial institutions.We are seeking a Customer Success Manager to become an integral part of our expanding team. In this pivotal role, you will act as a trusted advisor to our customers, managing relationships with banks, credit unions, and fintechs. Your mission will be to ensure a smooth post-onboarding experience, enhance product adoption, and help clients fully realize the value of Casap's offerings. This position requires close collaboration with our Implementation, Product, Engineering, and Sales teams to advocate for customer needs and influence the future development of our platform.

About Moonshot AI Moonshot AI is building a digital future where websites adjust on their own to drive sales and improve conversion. The team blends generative AI, large-scale data systems, and ongoing experimentation to create a self-improving online platform. Based in New York City, Moonshot AI is an early-stage, well-funded startup with ambitious goals. Joining now means helping to shape both the technical and cultural backbone of the company. Employees work with real autonomy, supported by top-tier investors. Role Overview: Customer Success Manager The Customer Success Manager will work closely with leading eCommerce brands. The focus: build strong relationships, help clients turn AI-driven insights into practical strategies, and support their growth through Moonshot AI’s platform. What You Will Do Guide new customers through onboarding and help them see value quickly. Serve as a trusted advisor, surfacing opportunities, sharing insights, and keeping clients updated on strategies and upcoming initiatives. Work with the technical team to design, launch, and track conversion experiments. Prepare and deliver reports that clearly show ROI and business impact. Troubleshoot client issues and coordinate with product and engineering teams to resolve them efficiently. Gather client feedback and turn it into actionable ideas to influence the product roadmap. Build and refine scalable customer success processes as the company grows, including playbooks and reporting tools. What We’re Looking For At least 3 years in Customer Success, Account Management, or CRO roles within SaaS or eCommerce (not large enterprise CS organizations). Ability to quickly spot revenue leaks in a sales funnel. Comfortable with data: able to pull your own metrics and build reports independently. Experience holding strategic conversations with VPs and other senior leaders. This role is based in New York City.

Tempo is a cutting-edge layer-1 blockchain designed specifically for stablecoins and real-world payment solutions. It draws on the extensive experience of Stripe in global payments and the advanced crypto technology expertise of Paradigm.Our payment-first architecture ensures a scalable, cost-effective, and predictable platform that caters to high-volume payment applications. We aim to facilitate money transfers reliably, affordably, and at scale, prioritizing simplicity for users ranging from fintech firms and traditional banks to merchants and platforms eager to modernize their payment systems.We collaborate with leading global partners in AI, e-commerce, and financial services, including Anthropic, Coupang, Deutsche Bank, DoorDash, Mercury, Nubank, OpenAI, Revolut, Shopify, Standard Chartered, Visa, and several others.Our mission is to establish the infrastructure necessary to integrate significant economic transactions on-chain. Our team primarily works in-person at our San Francisco and New York City offices. We value agility and innovation—join us in this exciting venture!The RoleAs the Customer Success Lead, you will be pivotal in shaping the future of enterprise payments on-chain. You will be responsible for managing the entire customer journey, from the initial partner engagement to their successful scaling on our network. You will serve as the liaison between Tempo's product, engineering, and partnership teams and the enterprises, ecosystem partners, validators, and integrators that build upon our platform.This is a foundational role where you will define exceptional customer success standards for Tempo—developing playbooks, forging relationships, and establishing feedback mechanisms that transform early design partners into long-term pillars of our ecosystem.What You'll DoPre-Sales & Solution DesignCollaborate closely with the Partnerships team to facilitate enterprise and ecosystem deal cycles, offering technical and operational insights throughout the evaluation and onboarding process.Act as a consultative design partner during pre-sales, thoroughly understanding partner use cases and aligning them with Tempo's architecture and capabilities.Assist in structuring integration scopes, defining success criteria, and establishing launch timelines with prospective customers prior to contract finalization.Post-Sales & Partner SuccessOwn the complete success trajectory for customers post-sale, ensuring they derive maximum value from our platform and foster ongoing relationships.

About StainlessStainless is an innovative and rapidly expanding tech startup dedicated to shaping the future of APIs. We proudly serve esteemed clients such as OpenAI, Anthropic, and Cloudflare.With over $35 million raised from notable investors including a16z and Sequoia, as well as support from founders and C-level executives from companies like Stripe, Datadog, Segment, and Linear, we are well-positioned for growth.Based in New York City, just west of SoHo, our dynamic team of around 60 is set to double in size within the next 9 to 12 months.About the RoleAs a Technical Success Manager at Stainless, you will play a pivotal role in ensuring the success of our most valued customers, which include industry leaders such as Cloudflare, Google, Anthropic, and OpenAI. Your mission will be to guarantee that these clients achieve outstanding results with our platform while managing intricate technical relationships and advocating for product enhancements based on their insights.This position merges extensive technical knowledge with exceptional interpersonal skills. You will troubleshoot and resolve complex technical challenges, handle escalations with poise, and maintain alignment between customers and internal teams. Most importantly, you will cultivate relationships that inspire enthusiasm for working with Stainless.What You'll DoAct as the primary technical liaison for Stainless's most strategic clients.Foster and sustain robust relationships with technical stakeholders within customer organizations.Investigate, triage, and resolve intricate technical issues, collaborating across engineering, product, and support teams.Effectively manage escalations to ensure customers feel valued and that issues are resolved swiftly.Organize and track numerous customer requests, issues, and initiatives across multiple accounts concurrently.Convert customer needs and feedback into actionable insights for the product and engineering teams.Develop in-depth expertise in the Stainless platform and remain informed on customer use cases.Proactively identify potential risks to customer satisfaction and work to mitigate them before they escalate.Identify opportunities for customers to expand their use of new products and services.Who You AreYou possess a strong technical background (engineering, computer science, or a related field) and can engage confidently with senior engineering teams.

Join Rogo's MissionAt Rogo, we are revolutionizing the landscape of financial analysis with the power of artificial intelligence. Our goal is to equip finance professionals from leading investment banks, private equity funds, and investment firms with AI that provides exceptional speed, precision, and insights. We are not merely enhancing financial workflows; we are completely redefining them.This role presents a unique chance to join a transformative company at a pivotal moment. With a rapidly expanding clientele, proven product-market fit, and support from top-tier investors, we are quickly scaling and creating a new category of enterprise AI.Our team is composed of driven, intelligent individuals who are deeply passionate about our mission. We work with intensity, take ownership of complex challenges, and maintain a sharp focus on our users. If you excel in a dynamic environment, strive for excellence, and wish to contribute to the future of finance, we encourage you to apply.Your ResponsibilitiesAs a Customer Success Manager at Rogo, you will be a highly driven professional with a demonstrated history of delivering client success. You will manage a portfolio of accounts from start to finish, ensuring initial adoption, value realization, retention, and growth. You will act as the main point of contact for both everyday users and executive stakeholders, guaranteeing that our customers achieve measurable ROI from Rogo, ultimately driving revenue growth.Your Key ResponsibilitiesClient Relationship Management: Be the primary liaison for clients using a consultative and prescriptive approach.QBRs & Executive Alignment: Organize and conduct Quarterly Business Reviews (QBRs) to synchronize client objectives, roadmap, and future actions.Renewal Management: Oversee the renewal process from beginning to end, including timeline forecasting, stakeholder coordination, and churn risk mitigation.Customer Health & Retention: Track adoption and health indicators, manage escalations, and proactively engage to prevent churn.Account Strategy: Create success and account plans for each client, including stakeholder mapping, KPIs, adoption milestones, and mutual action plans.Grow Bottom-Line Revenue: Leverage customer performance metrics to identify and act on upsell opportunities.Advocacy and Engagement: Empower users and stakeholders to become advocates for Rogo within their organizations.

The Technical Account Manager at vCluster in New York City blends technical know-how with a focus on customer outcomes. This position supports clients after the sales handoff, working with both emerging AI cloud providers and established Fortune 500 firms. The main goal: help clients get the most from their vCluster investments and encourage ongoing growth in usage. Key Responsibilities Lead customer onboarding: Guide clients from the sales transition through project delivery. Organize architecture workshops, oversee platform installations, manage access setup, and carry out operational readiness checks to ensure a smooth start. Drive success planning: Create and maintain customer success plans that outline business goals, key metrics, adoption milestones, and strategies for future engagement. Translate value: Connect platform usage data to business outcomes. Show how improvements such as Tenant Cluster growth, faster provisioning, and enhanced developer self-service lead to cost savings, increased engineering speed, risk reduction, and stronger platform ROI. By renewal time, ensure the business case is well established. Proactive relationship management: Set and manage the cadence of customer interactions, including regular check-ins and both Quarterly and Executive Business Reviews. Take initiative in leading these discussions to reinforce strategic partnerships. Build technical trust: Engage in detailed technical conversations with platform engineers, DevOps leads, and architects. Use expertise in vCluster’s architecture to advise on Tenant Cluster deployment, RBAC, Tenant Isolation, integrations, and ongoing operations. Offer independent guidance to help clients design effective deployment architectures. Oversee renewals and growth: Manage account renewals, beginning at least 90 days before expiration. Identify opportunities for expansion and build a business case to support growth. Collaboration This role works closely with Platform Engineering leaders, DevOps teams, and executive stakeholders. Communication spans all levels within client organizations, requiring both technical credibility and strong relationship skills.

About Knoetic: At Knoetic, we are on a mission to create the 'Second Brain' for Chief People Officers and their HR teams. Supported by $50MM in funding from prestigious investors such as Accel, EQT, Menlo, and numerous notable angel investors including Adam Grant and Shreyas Doshi, we are poised for growth.Our platform, CPOHQ, aggregates the most effective practices, playbooks, and templates from the world’s top leaders, while our People Analytics feature provides businesses with millions of data points, analytics, and insights to enhance their operations.We seamlessly blend consumer and enterprise products, serving thousands of C-level executives from renowned companies like Figma, Box, Notion, and OpenAI.In Summary: You will drive user adoption, manage renewals, and foster expansion for an AI-driven product suite. You will scale Customer Success through innovative agents and automation rather than increasing headcount, collaborate closely with Product and Engineering teams, and transform mid-market clients into power users. This is an in-person position based in NYC, requiring 4-5 days per week at our Hudson Yards location. You will be our solo champion in this mission.

About PhoebePhoebe is revolutionizing the home healthcare landscape across America, serving as a vital coordination layer for one of the nation's largest labor markets.We are dedicated to creating AI-driven teammates for home care and health agencies, starting with the crucial, high-volume scheduling workflows that are currently inefficient and outdated.About the RoleWith our scheduling agents achieving remarkable success, growing from $0 to $1 million in just a few months, we are on the lookout for a dedicated Customer Success Manager. This role is essential in ensuring our expanding client base derives significant and enduring value from our offerings.You will oversee the entire post-sale relationship, guiding clients from implementation to ongoing success. This includes leading kickoff calls, conducting training sessions, and maintaining regular check-ins to gather feedback and ensure customers feel thoroughly supported throughout their journey.This foundational position at Phoebe means you will serve as the voice of the customer, translating feedback into actionable insights for our product, engineering, and go-to-market teams. The insights you provide will directly influence our future developments.As Phoebe grows, so will your responsibilities and the impact you have on our success.

PagerDuty is seeking a Senior Principal Customer Success Manager to support enterprise clients in New York City. This remote role centers on building lasting partnerships and guiding organizations as they use PagerDuty’s platform to meet their business goals. Key responsibilities Develop and sustain trusted relationships with enterprise customers. Lead clients through onboarding and implementation, providing resources and support throughout the process. Work closely with internal teams to address customer needs and ensure satisfaction. Design strategic plans that reflect each customer’s objectives. Represent customer feedback within PagerDuty to help improve products and services. Requirements Proven experience managing relationships with enterprise customers. Strong skills in communication and collaboration. Ability to create strategies that align with client goals. Comfortable working remotely and collaborating with distributed teams. Location This position is remote within the USA and focuses on serving clients in New York City, NY.

About UsAt Pave, we are revolutionizing the compensation landscape with the industry's premier platform, merging the largest real-time compensation dataset with cutting-edge AI and machine learning expertise. Our solution empowers over 8,500 companies to make informed compensation decisions with confidence.Renowned organizations such as OpenAI, McDonald’s, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo leverage Pave to convert every pay decision into a strategic advantage. Managing over $190 billion in compensation expenditures, 70% of the Forbes AI 50 utilize Pave for compensation benchmarking.The future of compensation is real-time and predictive, and we are leading the charge. With $160M raised from top-tier investors like Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures, we are on the path to transforming the industry.Join the CSE Team @ Pave:As a Customer Success Engineer, you will become an expert in Pave’s product and compensation solutions, managing approximately 30-40 customer accounts. Your role will ensure that clients swiftly implement and derive value from our offerings, fostering long-term partnerships with Pave.Collaboration with the Account Management, Sales, Product, and Engineering teams will be pivotal to ensuring our customers' success.Your Responsibilities:Lead successful implementation projects of Pave's compensation software, working closely with HR and Finance leaders to enhance their compensation strategies, ensuring robust adoption and impactful business results.Oversee entire project management for customer implementations, developing detailed project plans, proactively identifying risks, and maintaining clear communication among stakeholders to ensure timely delivery of solutions.Act as a trusted compensation advisor, guiding clients to utilize Pave’s platform to overcome complex compensation challenges and develop scalable processes.Collaborate with Product, Engineering, and Customer Success teams to identify customer needs, highlight opportunities for platform enhancements, and contribute to Pave's product development in a dynamic startup environment.Establish strong relationships with clients, ensuring their long-term satisfaction and success with Pave.

Why join usBrex is an innovative AI-powered spend management platform that empowers businesses to manage expenses confidently. Our integrated solutions, which include corporate cards, banking, and global payment services, are designed to streamline travel and expense management. Trusted by a diverse range of companies from startups to large enterprises, including renowned names like DoorDash, Flexport, and Compass, Brex enables clients to optimize spending, reduce costs, and enhance operational efficiency on a global scale.At Brex, we foster an environment where you can challenge your limits, innovate beyond the norm, and collaborate with some of the brightest minds in the industry. We are dedicated to cultivating a diverse and inclusive workplace, believing that your potential should only be restricted by your ambitions. We support your professional growth by providing you with the necessary tools, resources, and support.Sales at BrexThe Sales team is the driving force behind Brex's growth. We are responsible for acquiring new clients, nurturing existing relationships, and positively impacting the company’s revenue. With limitless opportunities and territories, your aspirations dictate your success. We celebrate achievements together and consistently reward high performance. If you're eager to sell a groundbreaking product and take ownership of your role, this is the team for you.What you’ll doAs an Enterprise Customer Success Manager, you will act as a trusted financial technology advisor to Brex’s most significant clients, collaborating closely with CFOs, Controllers, and finance operations teams to unlock the full potential of Brex’s offerings. You will develop and implement tailored account strategies that align with each client's business objectives, ensuring impactful results across their financial operations.You will oversee the complete lifecycle of customer success, from onboarding to renewal, utilizing product usage insights, stakeholder engagement, and cross-functional teamwork to enhance product adoption, minimize churn, and increase account value.Where you’ll workThis position is based in our New York City office, operating within a hybrid model that merges the vibrant atmosphere of in-office work with the flexibility of remote arrangements. A minimum of two office days per week is required, specifically on Wednesdays and Thursdays, with the added benefit of up to four weeks of fully remote work each year!ResponsibilitiesFormulate and manage strategic account plans aimed at driving retention, expansion, and adoption within your portfolio of enterprise customers.Serve as a trusted advisor to finance stakeholders by offering guidance on best practices in spend management, credit policies, and more.

The City of New York is seeking a highly skilled and motivated individual for the position of Deputy Director (Technical). This pivotal role involves overseeing technical operations, ensuring effective project management, and driving innovation within the organization. The successful candidate will collaborate with various departments to optimize processes and implement cutting-edge solutions that align with the city's goals.