דרושים » שירות לקוחות » FP&A Customer Success Manager - CONNECT

we are seeking a strategic and analytical Customer Success Strategy & Insights Manager to join our CS Operations team. In this role, you will lead strategic initiatives that optimize Customer Success (CS) performance, deliver impactful insights through data, and ensure alignment across global CS processes. Youll be instrumental in driving customer health, retention, and growth by enabling data-driven decision making and fostering operational excellence across the CS organization.

What you will do ..

Customer Success Insights & Analytics
Own and analyze customer data to uncover trends in adoption, engagement, and health. Work closely with CS leadership, Product, Finance, and Revenue Operations to develop insights that drive retention, expansion, and customer satisfaction.

Forecasting & Customer Health Modeling
Support CS leadership with accurate forecasting models related to customer churn, renewal, and expansion. Develop and maintain customer health scoring methodologies to enable proactive risk identification and opportunity tracking.

Executive Reporting & Strategic Planning
Deliver regular executive-level reporting and dashboards that highlight key customer trends, operational metrics, and opportunities for improvement. Help shape the strategic planning process through data-backed recommendations and long-term performance tracking.

Operational Excellence & Global Alignment
Ensure global consistency in CS processes, metrics, and tooling. Identify gaps and lead initiatives to streamline and scale CS operations across regions, ensuring smooth collaboration with cross-functional teams like Sales, Product, and Marketing.

Enablement & Tooling Partnership
Collaborate with Global CS Enablement to ensure teams are equipped with the right tools, insights, and best practices to drive outcomes. Support initiatives around training, playbooks, and knowledge sharing with a strong data foundation.

Were looking for a Customer Success Manager with a strong background in data analysis or online marketing to join our growing team. This role is ideal for someone who thrives on understanding customer goals, working with performance data, and building long-term client value.
As a CSM at Alison.ai, youll work closely with mid-market and enterprise clients to drive value from our platform. Youll use your analytical skills and marketing knowledge to provide data-driven insights, guide optimization strategies, and support customer growth. If you have hands-on experience in Customer Success along with a background in data analysis or online marketing, this position is designed to maximize your skills across both domains allowing you to drive growth and deepen customer relationships through strategic insights and client management.
Your key responsibilities will include:
Customer Strategy & Engagement: Build deep relationships and act as a strategic partner to clients, understanding their marketing goals and aligning Alisons solutions to meet them.
Insight-Driven Onboarding: Guide new clients through onboarding using both product and marketing performance data to ensure fast time-to-value.
Data-Backed Support: Monitor platform usage, performance KPIs, and creative outcomes to identify optimization opportunities and provide proactive recommendations.
Client Education: Empower users to leverage the full potential of our platform through hands-on guidance, insights, and training.
Retention & Growth: Manage renewals and identify expansion opportunities. Work alongside sales and product teams to unlock client growth.
Feedback & Product Loop: Act as the voice of the customer collect feedback and share trends with product, R&D, and marketing teams.

For many of us theres that one podcast we never miss, and video content is part of our daily routine, whether its professional or personal. But how many of us truly understand the effort that goes on behind the scenes? Here at our company, we know it well. Thats exactly why we built an AI-powered platform that helps content creators, podcasters, marketeers, and more at major brands like Netflix, Disney, Google, and Microsoft to create high-quality content with ease.
our companys technology streamlines the entire content creation process, turning ideas into professional-grade content with the highest production standards, without requiring expensive equipment or external services. The secret? AI-driven tools that replace traditional production roles like editing, directing, and design, automating the entire process at the click of a button.
About the Customer Success Team
Our Customer Success team is dedicated to helping our customers maximize the value of our platform. We build strong relationships, provide strategic guidance, and ensure a seamless experience from onboarding to renewal. Acting as trusted advisors, we proactively address challenges, drive adoption, and identify opportunities for growth. If you're passionate about delivering exceptional customer experiences and thrive in a dynamic, relationship-focused role, this is the team for you.
On your day-to-today
You will manage a mixed portfolio of Mid-Market and Enterprise customers, acting as a strategic partner and trusted advisor to help them unlock the full value of our company. Your focus will be on driving adoption, enabling success at scale, and ensuring long-term retention and growth. Youll lead regular business reviews, guide high-impact conversations, and identify opportunities for renewals and expansion.
As the voice of the customer, you'll collaborate cross-functionally with Product and Marketing to influence roadmap priorities and share best practices. Your ability to build deep relationships, think proactively, and consult on how our company fits into broader business goals will be key to your success. This will be the second CSM in the European region - so you will have a strategic impact on success of growth.

We are looking for a Relationship Manager to create long-term, trusting relationships with our customers. The Relationship Managers role is to oversee a portfolio of assigned customers, develop new business from existing clients, and actively seek new sales opportunities. The goal is to contribute to sustaining and growing our business to achieve long-term success.
Responsibilities:
Be the main point of contact for the businesses you manage and build strong, long-lasting customer relationships.
Develop a deep understanding of clients needs and proactively create tailored plans and recommendations, leveraging your knowledge of our products and industry insights to support their growth.
Identify key staff in client companies to cultivate profitable relationships.
Resolve clients issues quickly and effectively.
Drive upselling and cross-selling initiatives while ensuring high standards in sales, supply, and customer service processes.
Aim to preserve and develop an assigned portfolio of clients.
Gain solid knowledge of competitors.
Leverage transactional data to deliver insights and guidance that help customers enhance performance across all areas of their business.
Work closely with our Product teams to help influence our new product developments based on customer needs.
Identify and close new opportunities to grow business within your portfolio of customers.
Act as a central point of contact to a wide range of internal functions.
Face-to-face meetings with customers on a quarterly basis
Take part in events related to fintech, payments, and main industries related to your portfolio.

we streamline spend management with an intuitive platform serving finance teams and employees. Our solution features corporate cards, customizable request forms, flexible approval workflows, and Real-Time budget visibility integrated with ERP data. With AI-powered invoice processing and self-service purchase orders, we reduce manual work for finance teams while maintaining transparency and control. In this role, you will join a growing startup with an impressive portfolio of customers and be a critical part of our growth stage.
About The Role:
We are seeking a highly motivated and experienced Customer Success Manager to join our team. In this role, you will guide our customers throughout their journey, from the onboarding stage, via implementation projects to value realization and renewals. You will be the focal point for our customers, ensuring satisfaction and retention. This is an excellent opportunity for someone with 24 years of experience in customer-facing roles who is ready to take the next step in their career.
Responsibilities:
* Build and maintain strong, long-term relationships with our customers, acting as their main point of contact and addressing any concerns or issues.
* Customer Lifecycle Management: Lead the customer journey from initial onboarding to renewal, taking ownership of each stage.
* Adoption and Success: Drive adoption and usage of the companyplatform, working with customers to identify their needs and provide solutions that align with their financial goals.
* Provide ongoing support and guidance to ensure a positive customer experience.
* Act as the voice of the customer internally by sharing feedback with relevant teams (Product, Sales, Marketing).
* Assist in developing support materials such as FAQs, help center articles, and tutorials. If you seek a supportive and dynamic work environment, with professional growth opportunities, and the ability to make a meaningful impact in a growing company, we encourage you to apply for this exciting opportunity at our company.

We're our company, an early-stage Fintech startup based in TLV on a mission to revolutionize the way Real Estate firms and investors manage their capital. Our Investment Management software help companies raise and preserve more capital by automating their back-office operations, increasing their investors' satisfaction, and providing them with advanced tools for better marketing efforts.
As a CSM at our company, you must thrive in a team-focused work environment, while always bringing your own thoughts and ideas to the table. This role is designed to fit those who possess strong charisma and professionalism.
What are we looking for
Build and nurture strong relationships with our clients to understand their needs and ensure their success
Empower customers to connect their goals and challenges
Take ownership of new accounts and manage their onboarding teaching them how to use the platform and technology.
Build, own, and execute client success and engagement plans
Spearhead internal cross-functional improvement projects
Represent voice of the customer and influence product development roadmap
Be the main point of contact for your clients.
Get on calls with clients according to their subscription and needs (weekly, monthly, bi-monthly)
Maintain a high level of product proficiency to guide clients on the best uses of our product. Fully understand the features and limitations of our companys array of products and provide innovative and creative solutions even when clients havent asked for them.

we are an early stage and well funded startup.
Were a team of doers from all walks of life who share a passion for AI and innovation in the world of Freight forwarding! .
We develop an AI-based pricing optimization and shipment automation web platform, designed to eliminate inefficiencies regarding freight pricing, placement, and shipping in general.
We are on a fast growth trajectory, and every day we strengthen our position as the leading Fintech company in the supply chain data arena.
As a one-stop-shop for freight forwarders, we bring innovation to the trillion-dollar global freight industry.
The opportunity
At our company, weve been fortunate to enjoy rapid growth and adoption by customers from all over the globe, and actually, were just getting started. As a Customer Success Manager you will join a small team that moves fast.
Together with the team, you will provide top-notch service to our customers, and support the rollout of a new product and features to the market. Youll be expected to execute fast but, more importantly, to solve problems and find long-term solutions that can be implemented as new processes, products, or features.
Responsibilities (or what youll be doing):
You will join a CS team in its early stage so there's a lot of room for creativity and building processes from scratch. You will be expected to contribute and improve current methodologies.
Help customers succeed and provide support both on the technical level and on the business side.
Onboarding new customers to be able to use our platform
Building and teaching technical courses on the platform
Deliver excellent support to customers, understand their needs, and ensure their success.
Serve as the main point of contact while acting as a liaison between clients and the rest of the company team.
Provide customers with Introduction and training of new features in order to maximise the usage and educate them through marketing and product documents.
Maintain a comprehensive and updated knowledge base - Analyze customer usage data, gather insights and lessons
Provide internal customer feedback.

About us
Were on a mission to revolutionize how marketers, writers, and innovators create their marketing content. With tools like ChatGPT taking the world by storm, its clear that the spotlight is now shining on the Generative AI space. However, its ultimate hurdle is now a self-compounding problem: with infinite options for messaging now available to all marketers how do we know what will actually work? Your words matter, and the com[any was built to ensure that they resonate. Since 2021, weve been building a platform to help both the worlds largest brands and its next rising stars actually move, inspire, and drive their audiences forward. Weve built the brain behind all marketing messaging, no matter where it lives and how you create it (with AI or not). And now were looking to you to help change the world with us!
Description
Our customer success team is growing rapidly, and we are looking for a Head of Customer Success to lead and manage our growing team of 3 CSMs! This individual will help drive our success and customer retention.
The head of customer success will be responsible for setting the vision, creating processes, and maintaining deep relationships with cross-functional partners, including CMOs and CTOs in top global companies - all to ensure the successful retention and growth of our customers. This position has direct reports in place, with additional team members to be recruited, in light of recent growth in our book of business.
Please note this is a hybrid role in our TLV office and our customers are mostly in the US.
About The Role In this role, youll be leading a team of customer success managers based in Israel and the US. You will own some of our US based strategic accounts directly. You will be at the forefront of our value realization - responsible for growing and developing the team by providing expert-level CS knowledge, product expertise, coaching, training, and inspiration.
You will build a team that is trusted by the biggest brands in the world in shaping and improving the performance of their content, and will serve as the main link between our customers and our technical team. You will create and identify strategies to proactively address risks and opportunities related to adoption, engagement, and, most importantly, retention.
You will collaborate on account plans and reviews with product and sales, to identify opportunities to increase customer value.

We are looking for a Customer-focused professional who thrives in dynamic, fast-paced environments. Motivated and self-driven, with strong communication skills and a proven ability to collaborate with global teams. Methodical and detail-oriented, with a track record of identifying challenges and delivering effective solutions while engaging with customers. Passionate about technology and its power to enhance lives. Brings 3 years of experience in support, customer care, or technical account management within a B2B SaaS company.

Native English speaker who is willing to work Mon-Fri and accommodate our customers working hours.

You will
Onboard customers end-to-end while owning the relationship, project management, product training, and best practices.
Provide guidance, support, and technical solutions to MineOS users questions - owning product adoption and product best practice consultancy leading to maximal value.
Communicate with Mines strategic customers and meeting the High-end customers face-to-face.
Develop expertise in our product and stay up to date on new features and improvements.
Analyze user behavior and feedback and take proactive action to optimize relationship and value realization.
Work to improve the quality of our strategy, processes, tools, and customer journey by identifying knowledge gaps or areas for improvement and taking an independent approach to optimize them.
Develop and maintain positive customer relations and satisfaction, achieving a trusted advisor role.
Proactively lead and identify renewal/expansion promoting opportunities and passionately push them forward.

We are seeking a highly motivated and skilled Customer Success Manager to join our team. As a Customer Success Manager, you will be responsible for building and maintaining strong relationships with our construction customers. Your primary focus will be understanding their unique needs, driving adoption of our solutions, and ensuring their ongoing success and expansion. The ideal candidate will possess excellent communication skills, and a passion for delivering exceptional customer experiences.

Responsibilities:
Serve as the main point of contact for assigned construction clients, building strong relationships based on trust and proactive communication.
Understand each client's business objectives, challenges, and requirements to align our solutions with their needs.
Develop and execute customer success plans to ensure clients achieve their desired outcomes and maximize the value of our products and services.
Travel to customers construction sites to conduct check-ins and business reviews with clients to assess their satisfaction levels, identify opportunities for improvement, and address any concerns.
Collaborate with the sales team to support the onboarding process and ensure a smooth transition from the sales phase to customer success.
Proactively identify upsell and cross-sell opportunities based on client needs and provide appropriate recommendations to the sales team.
Act as an internal advocate for customers, representing their needs and interests to cross-functional teams within the company.
Collaborate with the product development team to provide customer feedback and contribute to the continuous improvement of our solutions