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Customer Success Manager

Customer Success Manager at Templafy, New York City. Salary $96,000-$112,000 USD per year.
Templafy
Hybrid
On-Site
United States
USD 96,000 - 112,000
Job Description
Templafy is seeking a Customer Success Manager to join their New York City office. Templafy is the leading AI-powered document generation platform, trusted by numerous enterprises. The Customer Success Manager will guide customers, ensure ROI, and drive positive business outcomes. They will manage a portfolio of global enterprise customers, identify risks, and collaborate with internal teams.

Responsibilities:
  • Make key decisions about customer portfolio to meet GRR and NRR goals
  • Demonstrate curiosity about customers and their pain points
  • Execute on the delivery of the Templafy solution to achieve PBOs
  • Develop impactful champions within customer organizations
  • Partner with the Account Management team to develop long-term account plans
  • Identify at-risk customers and implement proactive measures
  • Collaborate within the CS team, sharing best practices
  • Be in-office a minimum of 3X per week
  • Occasional client calls/travel outside of traditional work hours

Requirements:
  • Bachelor’s degree required
  • 4+ years of work experience required, with 2+ years of B2B Customer Success or Account Management experience
  • Experience engaging with and presenting to external senior-level stakeholders (VP and above) at Fortune 500 companies
  • Ability to prioritize, multi-task, and perform effectively under pressure
  • Self-motivated with a business-oriented and customer-focused mindset
  • Exemplary communication, presentation and client engagement skills
  • Experience with Salesforce preferred
  • Having worked with accounting firms is a plus

What Templafy offers:
  • Opportunity to work for a leading AI-powered document generation platform
  • A role with responsibility for guiding customers and ensuring ROI
  • Collaboration with internal teams
  • A workplace of belongingness with a focus on diversity and inclusion
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Templafy

Templafy is a document generation platform that automates document creation across organizations, enhancing governance and efficiency. Supporting millions of users and hundreds of enterprise clients globally, it eliminates manual document work, driving business results. Founded in Copenhagen in 2014, Templafy fosters a diverse and inclusive work environment with a global presence. It has secured over $200 million in funding to support its innovation and expansion.

All Jobs at Templafy (9)