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Customer Success Manager (Technical)

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses.

Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world’s leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend.

We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we’re focused on developing cutting-edge technology, expanding into new global markets, and—above all–driving incredible value for our customers. Join us!

Your Role

We’re looking for a Customer Success Manager to manage our rapidly growing customer base across all industries and customer segments from Growth to Enterprise customers.  As a CSM, you’ll be able to work directly with engineering and product while also working with a variety of stakeholders as customers. As every business can benefit from our platform, you’ll also get exposure to different types of companies and industries.  You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees.

You will manage a portfolio of clients across all types of clients and be responsible for driving customer success. This role is ideal for you if you enjoy building, creative problem solving, and want to work with a world class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more.

You Will

  • Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis.

  • Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip’s platform and procurement best practices.

  • Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams.

  • Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty.

  • Manage customer health based on data-driven adoption metrics.

  • Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations.

  • Train and empower customers to be product specialists to become increasingly self-sufficient for their organization.

  • Partner with Sales to manage renewals to achieve target NRR.

  • Continuously improve Customer Success assets and processes. We’re an early stage company, we want people who are excited to build and motivated to up-level the status quo!

Qualifications

  • 5+ years relevant work experience working in customer-facing customer success, account management or strategic consulting organisation. B2B SaaS experience in a high-paced environment is a benefit.

  • Procurement experience (procurement, sourcing, or vendor management background) and / or  familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools

  • Excellent interpersonal skills and ability establish quick rapport and trust with customers

  • Strong project management skills to manage a dynamic customer portfolio.

  • Creative problem solver while being attentive to details

  • Business process-oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.)

  • Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality)

Nice to Haves

  • Experience with SaaS workflow management tools (low code / no code configuration)

  • Procurement, legal, financial, or IT systems background (fluency or exposure)

  • Experience working in a top tier consulting firm or have an MBA

The salary range for this role is $100,000-$140,000 OTE. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise.

Perks & Benefits

At Zip, we’re committed to providing our employees with everything they need to do their best work.

  • 📈 Start-up equity

  • 🦷 Health, vision & dental coverage

  • 🚠 Team building events

  • 🌴 Flexible PTO

  • 💻 Apple equipment plus home office budget

We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!

Average salary estimate

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What You Should Know About Customer Success Manager (Technical), Zip

Are you ready to take your career to the next level? Zip, a rapidly growing company that's changing the game in procurement with a consumer-grade platform, is on the lookout for a Customer Success Manager (Technical) in New York City! As our CSM, you'll play a crucial role as a trusted advisor to our diverse client base, helping them navigate the complexities of B2B purchasing. Your experience will shine as you manage relationships with customers from various industries, like OpenAI and Snowflake, ensuring they reap the maximum benefit from our innovative platform. You'll have the chance to work hand-in-hand with our engineering and product teams, transforming customer needs into groundbreaking solutions. Your analytical skills will come into play as you track adoption metrics and client health to drive engagement and satisfaction. We’re not just looking for someone to fill a role but rather someone who thrives on building relationships, solving problems creatively, and is passionate about enhancing the customer journey. With our stellar team of experts from companies like Airbnb and Google, you’ll be surrounded by talent that drives you to excel. If you're excited about working in a dynamic environment and playing a pivotal role in shaping the future of procurement, then Zip is the place for you. Join us in delivering incredible value to our customers and foster an incredible journey with us at Zip!

Frequently Asked Questions (FAQs) for Customer Success Manager (Technical) Role at Zip
What kind of responsibilities does a Customer Success Manager (Technical) at Zip have?

As a Customer Success Manager (Technical) at Zip, you will be responsible for defining customer business outcomes and partnering with them continuously to achieve those results. You'll act as a procurement advisor, educating clients on Zip's platform and best practices in procurement. A crucial part of your role involves relationship-building with key stakeholders and managing customer health with data-driven metrics to enhance engagement and satisfaction.

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What qualifications do you need for the Customer Success Manager position at Zip?

To be a successful Customer Success Manager (Technical) at Zip, applicants should have over 5 years of relevant work experience in customer-facing roles such as account management or strategic consulting. Having a background in B2B SaaS and procurement experience is a plus. Strong interpersonal skills, project management abilities, and a creative problem-solving mindset are essential to thrive in this role.

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What is the salary range for the Customer Success Manager (Technical) position at Zip?

The salary range for the Customer Success Manager (Technical) at Zip is between $100,000 and $140,000 OTE. This range is influenced by various factors including location, relevant experience, and any specialized skills or expertise that candidates bring to the table.

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What perks and benefits can a Customer Success Manager at Zip expect?

Zip offers an attractive benefits package for its employees, which includes start-up equity, health, vision & dental coverage, flexible PTO, team-building events, and the opportunity for a home office budget along with Apple equipment. We’re committed to creating an environment where our employees have everything they need to succeed.

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Is Zip open to candidates who may not meet all the qualifications for the Customer Success Manager role?

Absolutely! At Zip, we encourage candidates to apply even if their experiences don’t perfectly match our job description. We value diversity and inclusivity, and we are committed to building a workspace where everyone feels they belong.

Join Rise to see the full answer
Common Interview Questions for Customer Success Manager (Technical)
What strategies would you use to ensure customer success as a Customer Success Manager?

In answering this question, focus on relationship-building and communication strategies. Discuss how you prioritize understanding customer needs, setting clear expectations, leveraging data for insights, and establishing regular check-ins to ensure clients are getting value from the product.

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Can you describe a situation where you successfully resolved a customer's issue?

Provide a specific example where you identified a customer's problem, outlined your analysis of the situation, and walk through the steps you took to address their concern. Highlight how your proactive communication and problem-solving skills contributed to a positive outcome.

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How do you keep track of various clients and their specific needs?

Discuss the tools and techniques you use for project management. Mention setting up regular updates, leveraging CRM systems for tracking interactions and health metrics, and emphasizing the importance of documenting insights and feedback to tailor your approach to each client.

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What role does data play in your approach to customer success?

Explain how data-driven insights guide your decision-making process. Describe how you utilize customer interaction and usage metrics to identify trends, predict potential issues, and proactively address customer needs, ensuring that they derive maximum value from your product.

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How would you handle a challenging client who is unhappy with the product?

Emphasize the importance of active listening and empathy. Talk about your approach to understanding the client's perspective, working collaboratively to identify the root cause of dissatisfaction, and proposing tailored solutions to resolve their issues while managing their expectations effectively.

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How do you prioritize your tasks when managing multiple clients?

Highlight effective time management skills and how you assess urgency and importance. Discuss the value of creating task lists, using project management tools, and maintaining clear lines of communication with customers to ensure that essential needs are met without compromising service to other clients.

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What do you know about Zip and our procurement platform?

Demonstrate your knowledge about Zip by discussing the innovative approach the company takes towards procurement, focusing on how it transforms traditional purchasing processes into a seamless experience. Highlight your understanding of Zip's unique selling propositions and how they benefit clients.

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What kind of relationships do you think are essential for a Customer Success Manager to foster?

Talk about the critical relationships with internal teams like product and engineering as well as external ones with key client stakeholders. Discuss how these relationships foster effective communication and drive successful implementations of the product.

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What steps do you take to keep yourself updated on procurement best practices?

Discuss your commitment to continuous learning, whether it involves reading industry reports, attending webinars, or networking with professionals. Convey that staying informed on market trends is essential for advising clients effectively and improving customer success methodologies.

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How do you measure success in the Customer Success Manager role?

Explain the key metrics you would consider, such as customer retention rates, NRR (Net Revenue Retention), customer satisfaction scores (CSAT), and the overall health of customer relationships. Emphasize how these metrics align with the company's business goals.

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Zip is a leading global financial services company, offering innovative, people-centred products that bring customers and merchants together. On a mission to be the first payment choice everywhere and every day, Zip offers point-of-sale credit and...

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DATE POSTED
March 22, 2025

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