Customer Success Manager - Mid Market

About AssembledAt Assembled, we believe exceptional customer support is achieved through a harmonious blend of human agents and AI technology. Our innovative platform is the only solution that seamlessly integrates both elements at scale. Trusted by leading companies such as Canva, Etsy, and Robinhood, Assembled empowers organizations to streamline their entire support operations—combining in-house agents, BPOs, and AI—into one cohesive system. With features like AI Agents that manage cases from start to finish, AI Copilot for agent support, and AI-driven workforce management that optimizes both human and AI resources, we enable teams to provide faster, more efficient service while making informed staffing and automation decisions. Backed by $70M from NEA, Emergence Capital, and Stripe, we are on a mission to redefine the synergy between AI and human collaboration.The RoleJoin us at the forefront of a transformative company that is developing software to tackle a pressing challenge faced by service organizations worldwide. We are proud of the momentum we've built with our early partners, including some of the most innovative service teams like Etsy, Samsara, Brooks, Carta, and Notion.As a Mid-Market Customer Success Manager, you will play a pivotal role in fostering relationships with our expanding customer base and collaborating closely with cross-functional teams to deliver tangible value, retain clients, and identify growth opportunities. You will engage with multiple executive-level stakeholders within our Mid-Market customer accounts to provide insights on best practices and drive impactful business outcomes. Your expertise will help customers maximize their investment in Assembled by aligning with their strategic priorities.Your influence will extend across various initiatives, from enhancing our post-sales customer journey to developing account expansion strategies and acting as the Voice of Customer to shape our product roadmap based on feedback. You will oversee customer relationships from post-implementation through renewal, cultivating advocates and champions for Assembled throughout the process. Your focus will be on ensuring customers achieve full ROI and deepening our partnership. You will conduct regular Business Reviews and provide end-user training for clients around the globe, using insights gained from customer interactions to enhance our product offerings, refine go-to-market strategies, and improve operational processes as we scale.This is a high-impact role within Assembled, offering exposure to cross-functional leadership and significant responsibilities that will accelerate your professional growth.

Role Overview Handshake is looking for a Mid-Market Customer Success Manager based in San Francisco, CA. This role focuses on helping mid-market clients get the most from Handshake’s services. Building strong client relationships and understanding each organization’s goals are key parts of the job. What You Will Do Guide clients through onboarding and help them become comfortable with Handshake’s platform. Maintain regular communication to understand client needs and priorities. Offer strategic recommendations and share best practices to support client success. Work to resolve challenges and ensure clients consistently see value from the partnership. What We Look For Experience working with mid-market customers or in a customer success role. Strong relationship-building and communication skills. Ability to solve problems and think strategically about client needs. Interest in helping clients achieve their goals with Handshake’s services.

Position OverviewAt Bobyard, we are experiencing rapid growth, having more than doubled our revenue month-over-month in recent months. To support our expanding customer base, we are in search of a dedicated Customer Success Manager to become a trusted partner for our clients. In this role, you will oversee customer training, adoption, retention, and expansion within your portfolio, primarily focusing on mid-market construction firms in landscaping and related sub-industries.Your primary responsibility will be to ensure that our clients reach their desired business outcomes with our innovative product.Key Responsibilities:Establish success metrics with customers and facilitate their onboarding process.Manage client relationships proactively, identifying opportunities to enhance value.Provide valuable feedback to product and engineering teams while collaborating on new launches.Encourage upselling opportunities, gather testimonials, and develop case studies.Create customer success playbooks, support materials, and workflows.Desired Attributes:Kind, humble, and relentless with a focused approach.Tech-savvy with excellent communication skills, capable of teaching customers to effectively use our technical product.A knowledge seeker with the ability to quickly grasp product and industry applications.Strong presentation skills, with experience presenting to leadership (business cases, QBRs, pitches, etc.).Demonstrated passion and work ethic; startups present unique challenges.A willingness to go above and beyond to achieve success.Strategically and creatively minded; able to think outside the box to solve problems.Bonus: Familiarity with tools like Zapier, CRM Automations, or Agents in a customer support role.Benefits:Competitive salary of $110k-$130k OTE, including commission and performance-based bonuses.Collaborative opportunities with sales, product, design, and engineering teams.Join a dynamic team within a rapidly growing company.This is a unique opportunity to be among the early team members of the customer success department, influencing processes and systems to shape the future of customer success.This is a full-time, in-person position located in San Francisco.

Why Join Harvey?At Harvey, we are revolutionizing the landscape of legal and professional services by implementing transformative solutions that extend beyond incremental changes to a holistic transformation. By integrating cutting-edge agentic AI with a robust enterprise platform and extensive domain expertise, we are redefining the execution of essential knowledge work for years to come.This is an exceptional opportunity to contribute to the establishment of a generational company at a pivotal juncture. With over 1000 clients across more than 58 countries, a strong product-market fit, and exceptional backing from top-tier investors, we are rapidly expanding and carving out a new category in real time. The challenges are substantial, expectations are high, and the potential for growth—both personally and professionally—is unparalleled.Our team embodies sharp intellect, motivation, and unwavering dedication to our mission. We operate with agility and intensity, taking genuine ownership of the challenges we face—from initial ideation to long-term results. We prioritize close collaboration with our customers—from leadership to engineering—to urgently and compassionately resolve real-world issues. If you flourish in uncertain environments, strive for excellence, and are eager to help shape the future of work alongside a team that continuously raises the standard, we welcome you to help us build this future.At Harvey, the future of professional services is being crafted today—and we are just getting started.Role OverviewAs a Customer Success Manager, you will play an essential role in guiding our clients through their journey with Harvey, helping to define the future of work within both law firms and in-house teams. This role is integral in ensuring our clients not only adopt our technology but also maximize its value. You will function as a trusted advisor, embedding Harvey deeply into their operational processes and workflows. Additionally, you will have the opportunity to design and implement scalable solutions that will enhance how we serve our diverse mid-market customer base efficiently and effectively at scale.Your ResponsibilitiesStrategic Implementation: Spearhead the integration of Harvey into client workflows, ensuring seamless adoption and optimal utilization of our AI solutions.Training & Enablement: Advocate for the power of LLMs while engaging with end users to facilitate their daily adoption of Harvey as it evolves into an essential product.Client Relationship Management: Act as the primary contact for over 40 mid-market clients, employing a prescriptive and consultative approach to deliver an exceptional customer experience.Process Creation: Foster scalability in our operational methodologies through documentation, designing playbooks, creating self-help materials, establishing email cadences, and automating procedures.

The Role At Doppel, we are dedicated to fostering a workplace culture where every individual feels valued, supported, and empowered to contribute impactful work. We prioritize transparency, teamwork, and tackling genuine challenges for our clients and colleagues. We are seeking a dynamic Mid-Market Customer Success Manager to oversee and nurture a portfolio of rapidly growing customers, ensuring they derive significant value from Doppel’s innovative platform. In this role, you will be instrumental in driving customer adoption, retention, and growth while serving as a trusted advisor and champion for your clients. This position operates in a hybrid capacity out of our San Francisco office. Applicants must have authorization to work in the region. We are unable to sponsor visas at this time. What You Will Do Manage a portfolio of mid-market clients, establishing strong, trust-based relationships with key stakeholders. Guide clients through onboarding, adoption, and renewal processes to ensure consistent value realization. Proactively monitor account health, identify potential risks early, and implement strategies to reduce churn. Promote product adoption through effective training, enablement, and sharing of best practices. Collaborate with the Sales team to identify and capitalize on upselling and expansion opportunities. Lead client discussions, including business reviews that showcase impact, outcomes, and ROI. Efficiently manage a high-volume business portfolio using scalable processes and tools. Work cross-functionally with Sales, Product, and Operations to ensure a seamless customer experience. Collect and share customer feedback and insights to drive product and operational enhancements. What We Are Looking For 2–5+ years of experience in Customer Success, Account Management, or a related customer-facing role within the SaaS or cybersecurity industries. Proven ability to manage multiple accounts while effectively prioritizing and driving results. Exceptional communication and relationship-building capabilities with both technical and non-technical stakeholders. Experience in startup or small company environments characterized by rapid growth.

Why Join UsAt Brex, we are revolutionizing the way businesses manage their finances with our cutting-edge, AI-powered spend platform. Our integrated solutions include corporate cards, banking, and global payments, paired with intuitive software for travel and expense management. Our clientele ranges from startups to enterprises, including renowned names like DoorDash, Flexport, and Compass, all leveraging Brex to maintain control over their spending, reduce costs, and enhance efficiency on a global scale.Joining Brex means challenging yourself, redefining norms, and collaborating with some of the brightest minds in the industry. We are dedicated to fostering a diverse workforce and an inclusive culture. We believe in limitless potential and provide you with the tools, resources, and support necessary to propel your career forward.Sales at BrexThe Sales team is pivotal to Brex's revenue generation, with each member directly impacting our success. Our focus is on creating new opportunities, acquiring new customers, and strengthening relationships with existing clients. Our vibrant culture celebrates both team achievements and individual successes, ensuring top performers receive recognition in a competitive yet supportive environment.Your RoleAs a Mid-Market Customer Success Manager II, you will take ownership of a diverse portfolio of our expanding customer base. You will collaborate with finance teams, from CFOs to Accounting Managers, guiding them to fully realize the value of Brex's offerings. You will gain extensive knowledge of Brex products and engage cross-functionally with Implementation, Solutions, and Product teams. Your role will involve developing and executing account strategies that align with customers' business objectives, utilizing product insights, stakeholder engagement, and collaborative efforts to boost product adoption, minimize churn, and enhance account value.Work LocationThis position is based in our San Francisco office. We embrace a hybrid work model that balances the energy of the office with the flexibility of remote work. Currently, we require employees to be in the office at least two coordinated days per week (Wednesday and Thursday). Starting February 2, 2026, this will increase to three days in the office (Monday, Wednesday, and Thursday). Additionally, we offer up to four weeks of fully remote work each year!

At Intercom, we are redefining customer engagement through innovative AI-driven solutions. We empower businesses to provide exceptional customer experiences with our cutting-edge AI agent, Fin. This advanced agent enables organizations to deliver seamless, round-the-clock support, transforming customer interactions into meaningful engagements. Our integrated Customer Service Suite enhances support for more complex inquiries, ensuring that customer needs are met with precision and care.Founded in 2011, Intercom has become a trusted partner for nearly 30,000 businesses worldwide, setting a new benchmark in customer service. Our commitment to pushing boundaries, fostering rapid innovation, and delivering unparalleled value to our clients drives our success.What’s the Opportunity?As a Mid-Market Relationship Manager, you will play a pivotal role in our growth strategy, taking initiative to maximize customer potential. You will manage a portfolio of dynamic mid-market clients, guiding them to harness the full capabilities of Intercom's offerings. We pride ourselves on cultivating a world-class sales organization: fast-paced, ambitious, and driven by results.Our approach to sales is unique; we believe in partnership over pitch. We invite our clients to integrate Intercom as the core of their operations, necessitating sales professionals who can envision beyond the immediate, act swiftly, and operate with integrity.At Intercom, your development is a priority. We are dedicated to nurturing the growth of every Relationship Manager, embedding personal and professional advancement into our culture. In this energetic environment that rewards ownership, creativity, and ambition, you will find opportunities to influence outcomes and leave your mark.Your Responsibilities:Manage and enhance a portfolio of mid-market clients, driving substantial revenue growth, customer retention, and long-term loyalty.Engage with senior executives to identify challenges, propose AI-driven solutions, and directly link Intercom's platform to measurable business success.Develop and implement strategic territory plans that focus on upselling, cross-selling, and multi-unit expansion, grounded in data-driven insights.Collaborate across departments with Marketing, Product, and Customer Success to translate customer needs into innovative product offerings and go-to-market strategies.

Join Woflow as a Mid-Market Account Manager, where you will play a crucial role in our Account Management team. As the primary point of contact for our valued customers, you will act as a trusted advisor throughout the post-sales lifecycle. Your responsibilities will include onboarding, product usage guidance, partnership expansion, technical troubleshooting, and continuous account management.In this senior role, you will manage a significant portfolio of strategic enterprise accounts, blending your expertise across three key areas:Customer Success: As the face of Woflow, you will embody our customer-first philosophy. Your ability to empathize and build strong relationships with all stakeholders is vital. You will balance client requests with business objectives and be accountable for achieving growth targets while exceeding customer expectations.Project Management: You will oversee multiple priorities across various workflows and serve as the essential link between account stakeholders and Woflow's internal teams, including Product, Engineering, and Operations. You'll ensure the efficient execution of strategic initiatives and monitor client reporting and communications.Technical Delivery: Given Woflow's operational intensity, a deep understanding of our platform's technical aspects is essential. You will need to effectively communicate technical requirements, demonstrate our platform's capabilities, and collaborate with stakeholders to develop innovative solutions that align with customer needs.

As a Customer Success Manager at Gridware, you will play a pivotal role in ensuring our clients achieve their desired outcomes while using our innovative software solutions. You will be their trusted advisor, guiding them through the adoption process, and providing ongoing support to maximize their success and satisfaction. Your expertise will directly contribute to customer retention and growth.

Join reteam as a Customer Success Manager, where you will be instrumental in enhancing customer satisfaction and retention. Your role will involve engaging with clients, understanding their needs, and ensuring they derive maximum value from our services.As a key player in our team, you will collaborate closely with various departments to drive customer success initiatives. Your expertise in customer relationship management will be vital in fostering long-term partnerships.

As a Scaled Customer Success Manager at Culture Amp, you will play a pivotal role in driving customer satisfaction and success through innovative strategies and solutions. Your expertise will empower our customers to derive maximum value from our platform, ensuring they achieve their desired outcomes.In this position, you will leverage data-driven insights to foster relationships with clients, providing guidance on best practices and product utilization. You will work collaboratively with cross-functional teams to enhance the customer journey and contribute to our mission of improving employee engagement and organizational culture.

About UsAt Serval, we are pioneering an AI-driven automation platform that is revolutionizing enterprise operations. Our intelligent agents are designed to comprehend and execute real-world workflows from start to finish, effectively replacing outdated manual processes with innovative, adaptive software. Established in early 2024, Serval is already a trusted partner for leading companies such as General Motors, Notion, Perplexity, Vercel, Mercor, LangChain, and Verkada, helping them to streamline high-volume operational tasks across their organizations.Our core technology is an agent-based AI platform that translates natural language into production-ready workflows. Our agents do more than just respond; they analyze, act across various systems, and evolve with usage. Initially focused on operational tasks, our platform has quickly expanded to serve as a universal AI automation layer across IT, HR, Finance, Security, Legal, and Engineering.We aim to eliminate repetitive manual tasks across enterprises, empowering teams through intelligent automation. In the long run, our vision is to create a universal AI operations layer—a network of agents that integrates across business functions to facilitate the workflows that keep modern businesses thriving.Backed by premier investors including Sequoia Capital, Redpoint Ventures, Meritech, First Round, General Catalyst, and Elad Gil, Serval was founded by experienced product and engineering leaders from Verkada.Role SummaryAs the Manager of Mid-Market Account Executives, you will be at the forefront of building and leading our inaugural mid-market sales team, playing a pivotal role in shaping Serval's commercial strategy within this key sector. Your responsibilities will encompass recruiting, mentoring, and expanding a team of high-achieving Account Executives who will manage the full sales cycle for complex IT and Security deals involving multiple stakeholders. You will collaborate closely with our founders, Go-To-Market leadership, product, and engineering teams to develop effective strategies, create repeatable playbooks, and drive sustainable revenue growth.This position is perfect for a player-coach with a track record of building and managing high-performance sales teams in rapidly growing SaaS environments, who thrives in startup-like conditions, and desires to help define a new market category.Your ResponsibilitiesConstruct, hire, and scale the mid-market Account Executive team from the ground up, establishing team structure and hiring criteria.Guide and develop your team through deal strategies, pipeline evaluations, forecast management, and ongoing skills enhancement.Enhance team performance and take responsibility for achieving quotas, generating pipelines, and measuring sales velocity.

Join our innovative team at Anthropic as a Scaled Customer Success Manager, where you will play a pivotal role in enhancing customer experiences and driving retention. In this dynamic position, you will collaborate with cross-functional teams to ensure our clients receive exceptional support and value from our services.

Role overview The Technical Customer Success Manager at Tavus works from San Francisco, focusing on helping clients make the most of Tavus products. The position combines technical support with practical guidance, aiming to build strong relationships and a clear understanding of each customer's goals. What you will do Collaborate directly with clients to identify their needs and technical challenges Provide clear solutions and actionable advice so customers can succeed with Tavus products Support clients throughout their journey, working to ensure satisfaction and long-term value Who thrives in this role People who enjoy working with technology, value customer service, and adapt quickly to change tend to do well in this position.

We are seeking an enthusiastic and dynamic Manager of Scaled Customer Success to join our team at Notion Labs Inc. In this pivotal role, you will drive the success of our customer base through innovative strategies and exceptional service. Your leadership will inspire a team dedicated to enhancing customer experience and engagement. If you are passionate about customer success and have a track record of managing teams effectively, we want to hear from you!

As a Staff Customer Success Manager at Checkr, you will play a pivotal role in ensuring our clients achieve their goals while leveraging our innovative background check solutions. Your expertise will be essential in building lasting relationships, guiding customers through their journey, and maximizing the value they receive from our services. In this role, you will lead a team of Customer Success Managers, develop best practices, and implement strategies that enhance customer engagement and satisfaction. You will collaborate with cross-functional teams to ensure that our customers receive exceptional service tailored to their needs.

At Krea, we are pioneering the future of AI-driven creative tools tailored for artists, designers, and studios. Our vision is to create AI that is not only intuitive and controllable but also fundamentally enhances the creative process. We see AI as a transformative medium that encompasses text, images, video, sound, and even 3D art.We are in search of a Founding Customer Success Manager who will ensure our clients derive significant value from Krea. From initial onboarding to fostering deep and long-lasting adoption, you will collaborate closely with creative teams, guiding them through our workflows while serving as the vital link between customers, our product, and sales teams.

Position OverviewBobyard has experienced impressive growth, doubling our revenue each month recently. We are on the lookout for a skilled Customer Success Manager to partner with our customers, primarily mid-market construction firms in landscaping and related sectors. This role is crucial for ensuring customer training, adoption, retention, and expansion within their accounts.Your primary mission is to facilitate customers in achieving their business objectives with our innovative product.To succeed in this role, you will:Establish success metrics with customers and guide them through onboardingCultivate strong relationships and proactively identify opportunities for added valueCommunicate customer feedback to product and engineering teams, collaborating on new launchesDrive upsells, gather testimonials, and develop case studiesCreate customer success playbooks, support documentation, and workflowsDesired AttributesKind, humble, relentless, and focusedTech-savvy with exceptional communication skills: you will be teaching customers how to leverage our advanced productA quick learner with a deep curiosity for our product and industry applicationsExcellent presentation abilities: comfortable presenting to leadership and making business casesStrong work ethic and passion: this role is suited for someone who thrives in a startup environmentA commitment to doing whatever it takes to achieve successStrategic and creative thinker: able to step back and find innovative solutions to challengesBonus: Experience with tools like Zapier, CRM automations, or agents in a customer success/support roleBenefitsCompetitive compensation: $110,000 - $130,000 OTE (includes commission and performance-related bonuses)Collaborative environment with sales, product, design, and engineering teamsOpportunity to contribute to building a leading company alongside a world-class teamA unique chance to be among the first members of our customer success team, shaping processes and strategiesThis is a full-time, in-person role based in San Francisco. Join us and be part of a team that’s innovating in the industry!

Role Overview Prolific is hiring an Enterprise Customer Success Manager for a hybrid role in San Francisco. This position focuses on helping enterprise clients reach their goals with Prolific’s solutions. The manager works closely with internal teams to support customer satisfaction and build lasting partnerships. What You Will Do Onboard new enterprise clients and guide them through initial setup Offer ongoing strategic advice tailored to each client’s needs Identify and pursue opportunities for upselling and cross-selling within existing accounts Collaborate with colleagues across departments to resolve client issues and ensure a smooth experience Who We’re Looking For Experience managing enterprise customer accounts Proactive approach to client relationships Strong interest in customer success and helping clients achieve results

At Klaviyo, we celebrate the diverse backgrounds, experiences, and perspectives that our team members—fondly referred to as Klaviyos—bring to our workplace every day. We believe that everyone deserves a fair opportunity to succeed and greatly value the unique insights that each individual contributes beyond traditional qualifications. If you find yourself closely aligned with our requirements but not an exact match, we still encourage you to apply. To discover more about life at Klaviyo and how we empower creators to take control of their destinies, please visit klaviyo.com/careers.As a Customer Success Manager (CSM) at Klaviyo, you will play a pivotal role in driving both our success and that of our customers. We take our customers' success seriously, striving to provide exceptional support with unparalleled product knowledge and communication skills, while consistently exceeding customer expectations. We seek CSMs who are passionate about enhancing the experience of our customers as they scale their businesses with Klaviyo.This position is ideal for individuals with a strong technical background, previous experience in email marketing, or general strategic marketing solutions. We are particularly interested in candidates who have a proven ability to devise creative solutions to unique challenges, thrive in dynamic environments, and are eager to leverage their skills to address customer needs using our software.Your ImpactDemonstrate a genuine passion for customer success, establishing yourself as a trusted advisor for approximately 40 clients.Create customized success plans to foster the adoption of the Klaviyo platform and ensure your clients reach their objectives.Identify and suggest additional Klaviyo products to enhance revenue generation for your customers.Proactively assess customer performance, resolve outstanding issues, and ensure consistent messaging and timely escalation.Collaborate cross-functionally with Onboarding, Customer Growth, and internal teams to fulfill customer goals and create an outstanding customer experience.Prioritize and devise a plan to address unresolved issues in a timely manner.