Customer Success Manager - Strategic

Clearlake Capital Group$110K — $130K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in customer success, technical account management, or related roles.
  • Ability to convey business requirements into value-driven solutions.
  • Experience managing relationships with senior executives (VP/CxO).
  • Strong knowledge of Customer Success best practices and process definition.
  • Excellent organizational skills for task management and milestone establishment.
  • Adept in managing escalations effectively.
  • Exceptional communication skills to foster positive relationships.

Responsibilities

  • Own the customer relationship for global strategic accounts.
  • Develop and adjust value messaging for customer stakeholders.
  • Coach and mentor Enterprise CSMs to enhance customer experience.
  • Identify solutions to enhance Customer Success effectiveness and metrics.
  • Develop strategic Success Plans aligned with business outcomes.
  • Collaborate with customers to create joint success plans.
  • Monitor customer analytics to improve experience and optimize solutions.
  • Facilitate Executive Business Reviews with Account Management teams.

Benefits

  • In-office role located in the Domain area of Austin.
  • Opportunity to empower a team of Customer Success Managers.
  • Work in a dynamic environment focused on enterprise AI solutions.
  • Collaborate cross-functionally to drive business improvements.
Full Job Description
Overview
Your AI strategy is only as strong as the data behind it. Quest Software builds the foundation for enterprise AI with solutions in data governance, cybersecurity, and platform modernization. More than 45,000 companies — including 90% of the Fortune 500 — trust Quest to solve their most critical challenges. From securing identities and modernizing platforms to preparing data for AI, we help enterprises unlock their full potential. As the Customer Success People Manager, you will be accountable for the performance, engagement, and professional development of a team of CSMs supporting Quest’s most strategic accounts. You will empower the team to deliver superior customer experiences, manage escalations, and drive measurable business outcomes. You'll also serve as a key partner to cross-functional stakeholders across Sales, Renewals, Product, and Support to ensure strategic alignment and continuous improvement.  This position is an in-office-based role located in the Domain area of Austin.Responsibilities

 

-Owns the customer relationship of a global or large-scale strategic account and actively manages the stakeholder relationship at all levels (i.e., executive, management, technical leaders), including strategic roadmap discussions

-Develops and nurtures relationships and adjusts value and adoption messaging according to the levels and interests of customer stakeholders

-Coaches peers on strategic approaches, provides mentorship for Enterprise CSMs to help them grow their knowledge and provide a premium customer experience

-Identifies and creates solutions to address Customer Success needs, improve effectiveness and efficiency, and deliver to or exceed key customer metrics.

-Develops and maintains strategic Success Plans that align with value milestones and customer-defined business outcomes.

-Partners with the customer to build a joint plan for success, maintaining a detailed understanding of the customer’s business to achieve high levels of customer satisfaction, engagement, and adoption of Quest technologies.

-Monitors customer analytics and KPIs to reinforce the value of the customer solution, identify areas to improve customer experience, and optimize the solution.

-Facilitates Executive Business Reviews (EBRs) in collaboration with Account Management, using the Success Plan and business case to demonstrate impact, value delivered, and growth opportunities.

-Delivers an outstanding customer experience to support our brand promise of delivering superior outcomes and to support and identify cross-sell and upsell of services and products.

-Actively monitors customer engagement signals and sentiment; logs risks and opportunities in CRM and triggers internal playbooks where applicable.

-Supports collaboration across Sales, Support, Product, Renewals, and Professional Services to ensure continuity and strategic alignment.

-Acts as an escalation point for high-impact customer issues when necessary, ensuring appropriate teams within Quest are engaged for quick resolution.

-Works within the wider CSM team to implement scalable programs and process improvements to drive efficiency of internal customer success processes and improve customer experience.

Qualifications

-Minimum of 5 years of experience in customer success, technical account management, sales engineering, or similar role responsible for driving customer success and product/service adoption.-Ability to translate business requirements into business value, and work with sales and marketing to promote value-driven solutions-Ability to manage executive relationships and discussions (VP/CxO)-Skilled in bringing in an SAE/AE/ISR to see through upsell opportunities, whilst maintaining executive overlay and ensuring a positive customer experience-Strong knowledge of Customer Success best practices, with experience in defining processes and providing enablement programs to promote adoption in CS and across the company-Excellent organizational skills and ability to establish milestones and keep success plans on task.-Adept at handling internal and external escalations.-Exceptional ability to communicate and foster positive business relationships, and comfortable facilitating change and being accountable for driving success with customers.-Experience in leading, adopting, and driving change internally or externally.-Experience in identifying, translating, and prioritizing customer issues and needs into business or solution requirements.-Demonstrated success as a trusted advisor to senior executives in large organizations and ability to build success plans.-An understanding of how organizations measure value realization and drive revenue. 

 

What Will Make You Stand Out

-Experience in transformational Customer Success projects or experience where products shift from On-Premise to SaaS.-Previous Customer Success experience in a company with B2B Software.-Proficiency in customer success tools (e.g., Gainsight) and CRM systems (e.g., Salesforce) to manage customer health, success plans, and engagement tracking. Experience with AI prompting and leveraging AI tools to streamline processes.

-Experience in recurring revenue sales models and renewal processes is an advantage.

 

 

About Clearlake Capital Group

Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe. Capital offers a range of products focused on active management, including more than 40 mutual funds through its subsidiary, American Funds Distributors, as well as separately managed accounts, private equity, investment services for high net worth investors in the U.S., and a range of other offerings for institutional clients and individual investors globally.
Learn more about Clearlake Capital Group

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