Customer Success Manager at Phoebe | New York City

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.

disco seeks an Account Executive based in New York City. This position centers on developing strong relationships with clients and supporting them in meeting their goals. Success depends on understanding each client’s needs and recommending solutions that fit. Key responsibilities Engage with clients to learn about their objectives Suggest approaches and offerings that align with client goals Work toward business targets while maintaining client satisfaction Who succeeds in this role Someone who values both relationships and measurable results will thrive here. Experience working directly with clients and an ability to understand their needs are important for this position.

Role Overview PagerDuty is hiring a Senior Principal Customer Success Manager to lead client engagement for enterprise customers in New York City. This remote position focuses on building strong partnerships and helping clients reach their goals with PagerDuty’s platform. What You Will Do Develop and maintain trusted relationships with enterprise customers. Guide clients through onboarding and implementation, ensuring they have the resources and support needed for success. Collaborate with teams across PagerDuty to address customer needs and drive satisfaction. Create strategic plans tailored to each customer’s objectives. Advocate for customer feedback within the company to improve products and services. Who We’re Looking For Experience managing enterprise customer relationships. Strong communication and collaboration skills. Ability to develop strategies that align with customer goals. Comfort working in a remote, collaborative setting. Location Remote within the USA, focused on New York City, NY clients.

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.

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.

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.

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.

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.

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.

At PermitFlow, we are transforming the construction landscape in America through cutting-edge applied AI technology. Our mission is to simplify the complex process of construction by providing builders with insights on what can be built, where, and how. Our AI-driven solutions empower construction companies to tackle everything from permitting and licensing to inspections and project closeouts, expediting the development of housing, clean energy, and infrastructure nationwide.The construction industry, valued at $1.6 trillion, still faces significant challenges related to delays, inefficiencies, and missed opportunities. PermitFlow is at the forefront of addressing these issues, having already facilitated over $20 billion in development by enhancing speed, accuracy, and transparency for contractors. We help our clients minimize compliance time, mitigate project risks, and grow with confidence.As the U.S. embarks on a new capital expenditure supercycle in areas like data centers, manufacturing, housing, and renewable energy, joining PermitFlow means contributing to the foundational AI infrastructure that will drive the next wave of industrial advancement.With over $90 million raised in our recent Series B funding from esteemed investors such as Accel, Kleiner Perkins, Initialized, Y Combinator, Felicis, and Altos Ventures, we are backed by influential leaders from OpenAI, Google, Procore, ServiceTitan, Zillow, PlanGrid, and Uber.Our headquarters is located in New York City, and we offer a hybrid work schedule (3 days in-office per week). We are looking for candidates based in NYC or those willing to relocate.Role OverviewWe are currently seeking a Customer Success Manager to engage with our midmarket customer base. Reporting directly to the VP of Customer Success, you will play a key role in maximizing value for our clients from their onboarding experience through to renewal. This position requires a proactive and collaborative individual who flourishes in an ever-evolving environment, prioritizing customer needs while aligning with PermitFlow's strategic objectives.What You'll DoOversee a portfolio of business relationships primarily with contractors and developers, fostering connections with key decision-makers and influencers.Manage customer onboarding, lifecycle, and renewal processes for your assigned accounts.

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.

We are seeking a highly skilled Senior Project Manager to join our dynamic team at the City of New York. As a Senior Project Manager, you will play a pivotal role in overseeing and executing various projects that enhance city operations and improve public services. You will be responsible for managing project timelines, collaborating with stakeholders, and ensuring that all projects align with the city’s strategic objectives.

Join the City of New York as a Senior Project Manager, where you will lead critical projects that shape the future of our vibrant communities. In this role, you will collaborate with various stakeholders to ensure project objectives are met efficiently and effectively. Your leadership will drive project success while adhering to budgetary and timeline constraints.

Role overview The Senior Project Manager at the City of New York leads complex city projects from initial planning through completion. Based in New York City, this position focuses on delivering results on time and within budget, while coordinating efforts across multiple departments. The role requires close collaboration with stakeholders to keep each initiative moving forward. Key responsibilities Manage the entire project lifecycle for major city initiatives Track progress to ensure deadlines are met and budgets are maintained Promote collaboration among teams and departments Work with stakeholders to align on project goals Impact This position plays a central role in shaping projects that affect New York City. Strong leadership and clear communication help set the standard for how city initiatives are delivered and maintained.

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.

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.

At Anaplan, we are a dynamic team of innovators dedicated to enhancing business decision-making through our advanced AI-powered scenario planning and analysis platform. Our mission is to empower customers to stay ahead of their competition and the market.What brings Anaplanners together across various teams and locations is our shared commitment to our customers’ success and our Winning Culture.Our clientele includes esteemed names from the Fortune 50, such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer, among over 2,400 global companies that trust our unparalleled platform.Our Winning Culture fuels our teams of innovators. We celebrate diversity in thought and ideas, act as leaders regardless of titles, strive to meet ambitious goals, and take joy in celebrating our achievements—both big and small.Guided by our principles of being strategy-led, values-driven, and disciplined in execution, you will find inspiration, connection, development, and rewards here. We welcome everything that makes you unique; join us and let’s build the future together!Your ImpactStrategic objectives:Manage a portfolio of Enterprise Customers with an ARR of approximately $5.0M, focusing on enhancing customer value and ROI with Anaplan, securing contract renewals, and identifying growth opportunities.Serve as the primary point of contact and trusted advisor for customers throughout their lifecycle.Collaborate with the account team and leverage internal resources to implement the account strategy effectively.Identify opportunities within existing customers to deliver added value and expand the Anaplan footprint.Connect customers with various Anaplan resources, including Product, Support, and Community as necessary.