客户成功经理
Manager, Customer Success
职位职责概述
客户成功经理负责带领客户成功经理团队,推动特定范围内的Verint客户在采用、价值实现、留存和扩展方面的进展。该角色负责管理团队的日常运作,包括续约准备、CSQL管道生成、客户健康状况管理以及流程执行。该职位对团队层面的收入成果(收入留存率、续约率和扩展管道)以及将客户成功经理培养为高绩效客户倡导者负责。该职位需要与销售、产品、市场和专业服务部门跨职能合作,确保客户从Verint平台中获得可衡量的价值。
主要职责与核心职责
团队领导与发展
- 在不同经验水平的客户成功经理团队中进行领导、指导和发展。
- 负责完整的人员管理生命周期:招聘、入职、绩效评估、发展计划和绩效管理。
- 建立并运行一致的团队运作节奏,包括账户健康审查、预测通话、账户规划会议和战略讨论。
- 明确设定客户成功经理的活动标准、产出质量和客户成果;对团队的标准执行情况进行问责。
- 通过结构化辅导提升团队能力,包括高管参与、业务回顾交付、价值实现故事讲述和扩展机会识别。
- 管理团队的工作量分配,确保账户覆盖均衡。
收入责任与客户成果
- 对团队层面的收入留存目标和CSQL生成的扩展管道目标负责。
- 对团队记录客户成果和价值实现进行问责,确保成功案例和可衡量的结果被记录并分享。
- 推动客户成功经理按照续约时间表执行,确保早期风险识别和主动干预。
- 监督CSQL管道生成和资格审核,确保团队通过定义的审批和阶段流程识别并推进扩展机会。
- 监控组合层面的客户健康评分、采用指标和风险指标;当趋势表明流失或收缩风险时采取行动。
- 确保团队在其客户组合中一致执行预定的客户检查、成功计划和定期业务回顾。
客户互动与升级管理
- 作为客户的主要联系人,处理客户问题和需求。
查看英文原文
Overview of Job Function
The Manager of Customer Success leads a team of Customer Success Managers responsible for driving adoption, value realization, retention, and expansion across a defined portfolio of Verint customers. This role owns the operating rhythm for the team, including renewal readiness, CSQL pipeline generation, customer health management, and playbook execution. The Manager is accountable for team-level revenue outcomes (revenue retention, renewal rates, and expansion pipeline) and for developing CSMs into high-performing customer advocates. This role partners cross-functionally with Sales, Product, Marketing, and Professional Services to ensure customers realize measurable value from Verint's platform.
Principal Duties and Essential Responsibilities
Team Leadership & Development
- Lead, coach, and develop a team of Customer Success Managers across varying experience levels.
- Own the full people management lifecycle: hiring, onboarding, performance reviews, development plans, and performance management.
- Establish and run a consistent team operating rhythm, including account health reviews, forecast calls, account planning sessions, and strategy discussions.
- Set clear expectations for CSM activity, output quality, and customer outcomes; hold the team accountable to those standards.
- Build team capabilities through structured coaching on executive engagement, business review delivery, value realization storytelling, and expansion identification.
- Manage team capacity and workload distribution to ensure balanced account coverage.
Revenue Ownership & Customer Outcomes
- Own team-level targets for revenue retention, and CSQL-generated expansion pipeline.
- Hold the team accountable for documenting customer outcomes and value realization, ensuring success stories and measurable results are captured and shared.
- Drive CSM execution against renewal timelines, ensuring early risk identification and proactive intervention.
- Oversee CSQL pipeline generation and qualification, ensuring the team identifies and advances expansion opportunities through the defined approval and staging process.
- Monitor customer health scores, adoption metrics, and risk indicators at the portfolio level; take action when trends signal churn or contraction risk.
- Ensure consistent execution of scheduled customer check-ins, success plans, and periodic business reviews across the team's portfolio.
Customer Engagement & Escalation Management
- Serve as the escalation point for at-risk accounts, engaging directly with customer executives when needed to resolve issues and protect revenue.
- Join strategic customer meetings, executive business reviews, and renewal conversations to reinforce Verint's commitment and value.
- Coach CSMs on building and maintaining multi-threaded relationships with customer stakeholders, including economic buyers and operational sponsors.
- Ensure timely identification, documentation, and resolution of customer concerns across the team.
Cross-Functional Collaboration
- Represent the voice of the customer in cross-functional forums with Sales, Product, Marketing, and Professional Services.
- Partner with Sales leadership on account strategy alignment, handoff processes, and joint renewal/expansion planning.
- Provide structured product feedback to Product teams based on aggregated customer input and adoption data.
- Coordinate with Professional Services and Support to ensure delivery expectations align with customer goals.
Process Ownership & Operational Excellence
- Own playbook execution and iteration for the team, ensuring CSMs follow established engagement models, success planning frameworks, and escalation protocols.
- Utilize CS platform tools and dashboards (e.g., Totango) to track customer health, adoption trends, and team performance.
- Identify process gaps and drive continuous improvement in workflows, templates, and reporting to increase team efficiency and consistency.
- Deliver accurate renewal and expansion forecasts to leadership on a regular cadence.
Requirements
- Bachelor's degree or equivalent experience.
- 4+ years of people management experience leading customer-facing teams, with 6+ years of overall experience in Customer Success, Account Management, or a related function.
- Demonstrated experience managing a team accountable for a book of business, including renewal and expansion targets.
- Working knowledge of CS platforms and tooling (e.g., Totango, Gainsight) and CRM systems (e.g., Salesforce).
- Proficiency in using data, dashboards, and health scoring frameworks to manage customer portfolios and drive team actions.
- Strong interpersonal, communication, and relationship-building skills with the ability to engage customer executives.
- Experience operating in a cross-functional, matrixed environment.
- Strong organizational skills with the ability to prioritize across multiple accounts, team members, and competing demands.
- Ability to travel up to 20% of the time.
- Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations.
Preferred Qualifications
- Experience in workforce management, customer experience, or enterprise SaaS environments.
- Track record of improving net revenue retention or gross renewal rates within a managed portfolio.
- Familiarity with customer segmentation models and tiered engagement strategies.
- Background in coaching and developing Customer Success professionals.
- Experience driving or contributing to a structured expansion pipeline program (e.g. CSQL or similar qualification-based model).
Benefits
You've learned about what you'll be doing, here are some of the benefits you'll be getting when you join Calabrio:
- Global team recognized for their passion and innovation
- Innovative product culture and project exposure
- Training and development from industry-leading experts
- Cutting edge benefit programs that include: 401(k) with company matching; medical, dental, and vision insurance; disability and life insurance; flexible PTO; paid holidays and parental leave; tuition reimbursement and more
- We offer market competitive pay and benefits based upon the candidate’s skills, experience, and qualifications. Base salary will be starting at $85,000.
Calabrio People are: Open, Clear, Ambitious, Accountable, Collaborative, Consistent
What we value most…workplace diversity and ensuring an environment of mutual respect. We believe that diversity and inclusion are critical to our success, and we are proud to be an equal opportunity employer. Our commitment is to continue to keep our people healthy, focused, and inspire creativity. Our team members are offered comprehensive benefits for various life circumstances and needs, great opportunities for career development, and a balanced work-life to achieve personal and professional success (all benefits are subject to eligibility requirements). As an Innovator with Purpose, you’ll feel motivated and genuinely excited to come to work!
Calabrio celebrates and fosters a culture that thrives on diversity. We are an Equal Opportunity Employer that prohibits discrimination and harassment of any kind. We provide employees with a work environment free of discrimination and harassment. All employment decisions at Calabrio are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, parental status, or any other status protected by the laws or regulations in the locations where we operate. We celebrate the >40 nationalities of team members that contribute to our success.
We recognize diversity comes in many forms, to foster an inclusive hiring experience any applicants who qualify under the Americans with Disabilities Act, as amended, or applicable state law, who are unable to comply with Calabrio’s application process due to their disability may be eligible for a reasonable accommodation. Request for accommodation in the application process can be made by emailing . An applicant requesting accommodation may be required to provide support for the requested accommodation. Calabrio will only share information concerning an applicant’s requested accommodation with those individuals who have a specific need to know such information.
Ready for Exponential Career Opportunities? Apply now
Originally posted on Himalayas