客户成功经理
Customer Success Manager
关于Ping Identity:
在Ping Identity,我们相信为所有用户提供安全且无缝的数字体验,无需妥协。我们称之为数字自由。这不仅是为我们的客户提供的一种服务,更是激励我们公司的力量。人们来到这里,不是为了加入一个建立在数字自由之上的文化,而是为了培育它。
我们的智能云身份平台让人们可以随时随地购物、工作、银行交易和互动。没有摩擦,没有恐惧。
虽然保护数字身份是我们的技术核心,但保护个人身份是我们的文化核心。我们支持每一个身份。我们的核心价值观之一“尊重个体差异”提醒我们,要庆祝差异,让你能够带着真实的自我来工作。
我们总部位于科罗拉多州丹佛市,并在全球拥有办公室和员工。我们为全球最大的、最苛刻的企业提供服务,包括超过一半的财富100强企业。在Ping Identity,我们正在改变人们和企业对网络安全、数字体验以及身份和访问管理的看法。
客户成功经理(CSM)负责在其所负责的客户组合中推动采用率、价值实现、续约和扩展。你将作为售后关系的主要负责人,协调支持、产品、服务和销售团队的资源,以确保客户实现其期望的结果,并将我们视为战略合作伙伴。
关键职责
1. 客户成果与收入
- 与销售和续约团队合作,负责客户健康状况、留存率和风险管理工作。
- 为优先客户制定、维护并执行客户成功计划,明确业务成果、里程碑和负责人。
- 主动识别续约和流失风险,制定挽救计划,并跟踪缓解措施。
- 发现并评估扩展机会(交叉销售、升级销售、用例扩展),并与销售/客户经理合作推进这些机会。
2. 采用率与价值实现
- 将客户目标转化为可衡量的成果,并确保进度被跟踪和沟通。
- 定期审查使用数据、健康评分和遥测信息,发现差距,推动采用策略,防止价值流失。
- 提供以价值为导向的回顾(例如,成功计划/EBRs),讲述一个清晰的故事,将产品使用与业务结果联系起来。
查看英文原文
About Ping Identity:
At Ping Identity, we believe in making digital experiences both secure and seamless for all users, without compromise. We call this digital freedom. And it's not just something we provide our customers. It's something that inspires our company. People don't come here to join a culture that's built on digital freedom. They come to cultivate it.
Our intelligent, cloud identity platform lets people shop, work, bank, and interact wherever and however they want. Without friction. Without fear.
While protecting digital identities is at the core of our technology, protecting individual identities is at the core of our culture. We champion every identity. One of our core values, Respect Individuality, reminds us to celebrate differences so you are empowered to bring your authentic self to work.
We're headquartered in Denver, Colorado and we have offices and employees around the globe. We serve the largest, most demanding enterprises worldwide, including more than half of the Fortune 100. At Ping Identity, we're changing the way people and businesses think about cybersecurity, digital experiences, and identity and access management.
The Customer Success Manager (CSM) is responsible for driving adoption, value realization, renewal, and expansion within a defined portfolio of customers. You will act as the primary post‑sales relationship owner, orchestrating the right resources across Support, Product, Services, and Sales to ensure customers achieve their desired outcomes and view us as a strategic partner.
Key Responsibilities
1. Customer Outcomes & Revenue
- Own customer health, retention, and risk management for your portfolio, in partnership with Sales and Renewals.
- Build, maintain, and execute customer success plans for priority accounts, with clear business outcomes, milestones, and owners.
- Proactively identify renewal and churn risk, create save plans, and track mitigation activities.
- Surface and qualify expansion opportunities (cross‑sell, up‑sell, use‑case expansion) and collaborate with Sales/Account Management to progress them.
2. Adoption & Value Realisation
- Translate customer objectives into measurable outcomes and ensure progress is tracked and communicated.
- Regularly review usage data, health scores, and telemetry to spot gaps, drive adoption plays, and prevent value erosion.
- Deliver value‑focused reviews (e.g., Success Plan /EBRs), telling a clear story that connects product usage to business results.
3. Customer Engagement & Advocacy
- Build and maintain strong, trust‑based relationships with day‑to‑day contacts, project owners, and business sponsors.
- Run a structured cadence of check‑ins, workshops, and governance reviews, tailored to customer segment and lifecycle stage.
- Capture and share customer feedback, ensuring issues are followed through to resolution and learnings are socialized internally.
- Identify and develop customer advocates for references, testimonials, case studies, and events.
4. Operational Excellence & Tooling
- Keep customer records accurate and up‑to‑date in CS tools and CRM (health scores, notes, success plans, risks, and actions).
- Use standardized playbooks and processes for adoption, development, and renewal preparation.
- Prepare and maintain account success plans that give leadership clear visibility into status, risk, and opportunity.
- Contribute to continuous improvement of CS processes, templates, and best practices.
5. Cross‑Functional Collaboration
- Partner with Sales/Account Executives on account strategy, renewal preparation, and executive engagement.
- Work with Support and Engineering to manage escalations, communicate status to customers, and prevent repeat issues.
- Collaborate with Product Management and CS Architecture/Onboarding to share customer insights and influence roadmap and enablement.
- Coordinate with Professional Services on project scoping, delivery alignment, and handoffs.
Required Experience & Skills
- Experience in Customer Success, Account Management, Consulting, or similar customer‑facing role in B2B SaaS / enterprise software.
- Proven track record managing a portfolio of mid‑ to large‑enterprise customers and delivering against retention targets.
- Strong understanding of subscription / recurring revenue models and the drivers of churn and expansion.
- Ability to engage confidently with technical and non‑technical stakeholders (from admins to Director/VP level).
- Comfortable working with data and dashboards (usage, health, NPS/CSAT) and turning insights into clear actions.
- Excellent communication, presentation, and storytelling skills.
- Strong organization and time management, with the ability to prioritize across multiple accounts and workstreams.
Preferred Qualifications
- Experience in Identity & Access Management (IAM), security, or adjacent enterprise SaaS.
- Hands‑on experience with Customer Success platforms (e.g., Gainsight, Totango, ChurnZero) and CRM (e.g., Salesforce).
- Experience running QBRs/EBRs and building structured success plans.
- Exposure to working with distributed / global teams.
Key Performance Indicators (KPIs)
The Customer Success Manager will be measured on a combination of:
- Renewal Rate for assigned accounts.
- Net Revenue Retention (NRR) / expansion pipeline influenced or sourced.
- Portfolio health: average health score, coverage and freshness of success plans,
- Strategic Touchpoint Delivery - EBR’s, Value Unlocks, Road Maps, Success Plan Reviews..
- Customer advocacy and satisfaction: NPS/CSAT scores, references, and participation in marketing/customer programs.
- Operational excellence: data quality in systems, timely updates, and adherence to core CS processes.
Behaviours & Values
- Customer‑obsessed: consistently acts in the best interest of the customer and their outcomes.
- Data‑informed: uses metrics and evidence to guide decisions and prioritization.
- Collaborative: works openly with peers and partners, sharing information and removing silos.
- Accountable: owns commitments, communicates proactively, and follows through.
- Growth mindset: seeks feedback, learns quickly, and adapts to change.
Life at Ping:
We believe in and facilitate a flexible, collaborative work environment. We’re growing quickly, but remain true to the innovative, can-do startup values that got us here. Most importantly, we keep hiring talented, smart, fun, and genuinely nice people because that’s who we want to succeed with every day.
Here are just a few of the things that make Ping special:
- A company culture that empowers you to do your best work.
- Employee Resource Groups that create a sense of belonging for everyone.
- Regular company and team bonding events.
- Competitive benefits and perks.
- Global volunteering and community initiatives
Our Benefits:
- Generous PTO & Holiday Schedule
- Parental Leave
- Progressive Healthcare Options
- Retirement Programs
- Opportunity for Education Reimbursement
- Commuter Offset (Specific locations)
Ping is the collective sum of all our individual experiences, backgrounds and influences and we pride ourselves in growing and learning together. We are committed to building an inclusive and diverse environment where everyone’s individuality is respected and everyone has an Identity. In recruiting for new colleagues, we welcome the unique contributions you can bring and encourage you to be your best self.
We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.