Client Success Manager at WeaveGrid | San Francisco

Role overview The Client Success Manager at WeaveGrid leads utility electric vehicle (EV) managed charging and virtual power plant (VPP) programs. This position holds responsibility for large-scale deployments, giving the manager autonomy to drive outcomes and remain accountable for major accounts. The work blends clean energy technology with enterprise-level program delivery. Acting as a client-facing leader, the manager serves as a trusted advisor to utility partners, helping them maximize the impact of their EV charging initiatives for both the grid and drivers. Main responsibilities Client growth Act as the primary point of contact for contracted and ongoing client programs using the WeaveGrid SaaS platform. Coordinate with internal teams and clients to successfully launch new programs. Develop and execute strategies to boost driver enrollment, working closely with clients, partners, and the WeaveGrid team. Program delivery and engagement Lead regular meetings and on-site workshops with clients. Maintain and carry out account delivery plans. Share data-driven insights proactively with clients. Support program evaluation and reporting, collaborating with third-party evaluators and regulators when needed. Manage client issues from initial triage through resolution, ensuring clear communication with all stakeholders. Cross-functional collaboration and internal alignment Champion account success as the internal point person. Balance and align priorities from both internal and external stakeholders, managing expectations around products and services. Work with the Solution Design and Integrations team on non-standard projects (such as SSO integration) and other IT implementations that support program objectives. Collaborate with Product to identify and pursue opportunities to improve conversion and retention for assigned programs. Location This role is based in San Francisco or open to candidates who can work from the San Francisco area. Local presence is preferred.

WeaveGrid creates software that helps the electric grid adapt to the demands of electrification. The team’s mission centers on making the energy transition cleaner, fairer, and more reliable. Their cloud-native platform addresses complex network challenges and meets the utility sector’s high standards for regulation, security, and reliability. Role overview The Senior Product Manager II will shape and execute product strategy for WeaveGrid’s core enterprise software and integrations. This role involves collaborating with clients, partners, and teams across the company to define and deliver the product roadmap. It is a hands-on position, spanning strategic planning, backlog management, and supporting go-to-market activities. What you will do Execution & Delivery Drive major portions of the enterprise platform roadmap, focusing on operational use cases. Analyze qualitative and quantitative data to guide product direction, set business requirements, and define KPIs and OKRs. Translate complex topics into clear, actionable documents such as decision memos, updates, and presentations to align teams. Design and implement product features, ensuring integration with related products and services. Maintain an organized product backlog and roadmap using Jira. Work with agile scrum teams on designing, defining, documenting, and rolling out new application features. Coordinate and participate in user acceptance testing for functional requirements. Market Enablement Act as a subject matter expert for the product, collaborating with Marketing, Sales, Partnerships, and Client Success teams. Support client-facing product demonstrations. Conduct market research to identify customer needs and spot gaps. Take on additional responsibilities as assigned. Location This position prefers candidates based in San Francisco.

Join Ambrook as a Customer Success Manager, where you will play a pivotal role in ensuring our clients achieve their desired outcomes. You will be the primary point of contact for our customers, guiding them through our innovative financial solutions. Your expertise will help foster long-lasting relationships and drive customer satisfaction.

About Lumafield:Founded in 2019, Lumafield is on a mission to transform the landscape of manufacturing. Our team of seasoned engineers brings extensive expertise across the product development cycle, addressing the frustrations associated with the high costs and complexities of modern manufacturing. We aim to enhance this process.Engineers make crucial, multi-million dollar decisions daily, and require tools that provide unparalleled insight into their products. Lumafield offers exceptional visibility and AI-driven tools that not only pinpoint issues but also generate valuable quantitative data, poised to revolutionize the creation, manufacturing, and utilization of complex products across various sectors. Our journey started with industrial CT scanning, an underutilized yet invaluable tool that facilitates rapid, non-destructive inspection of essential components.We have reengineered the entire system, from X-ray capture and computer vision analysis to web-based collaboration and overall business model, making cutting-edge manufacturing technology accessible to all industries. Our company, much like our platform, is designed for continuous improvement. We are committed to fostering greater intelligence, autonomy, and speed, striving for operational excellence and insightful analytics. And we will continue to evolve.About the Role: As a Customer Success Manager (CSM) at Lumafield, you will be integral in partnering with our customers, advocating for their needs within our organization, and managing accounts to drive business outcomes and revenue growth.You will oversee the customer lifecycle, from post-sale onboarding to renewals and expansions, acting as a trusted advisor for stakeholders, fostering advocacy within accounts, and ensuring customers derive significant value from our products.Operating at the intersection of advanced industrial technology and customer strategy, you will lead business reviews, develop and implement mutual success plans, and enhance net revenue retention through strategic account growth.This role requires not only technical expertise in engineering analysis but also the business acumen to translate technical achievements into tangible business value, facilitating discussions with executive stakeholders within customer organizations.

Join Windfall Data as a Customer Success Manager and become a vital strategic partner for our clients. In this role, you will ensure that customers derive maximum value from our innovative people data solutions. You will manage a portfolio of clients, guiding them through each stage of their journey, from onboarding to expansion. Your efforts will be pivotal in fostering Windfall’s growth through the establishment of scalable processes.At Windfall, we are dedicated to transforming how organizations utilize people data, grounded by our core values: (1) Communicate effectively; (2) Maintain transparency; (3) Focus on providing leverage, not just optimization; (4) Strive to make a meaningful impact daily; and (5) Uphold integrity and trust.

The RoleJoin Otter.ai as a Customer Success Manager and play a pivotal role in enhancing our Customer Success team. Reporting to the Senior Manager of Customer Success, you will be instrumental in crafting and executing strategies aimed at customer adoption, retention, and growth, all while consistently surpassing performance targets. Your combination of strategic foresight and tactical expertise will be key in driving customer satisfaction and success.Your ContributionEngage proactively with customers, facilitating technical onboardings, training sessions, demonstrations, webinars, customized success plans, and Quarterly Business Reviews (QBRs).Assist in the development and improvement of internal tools, processes, documentation, playbooks, and materials to optimize customer success operations.Serve as a technical advisor to customers, providing both proactive and reactive support to address any technical challenges that arise.Collaborate closely with Product, Engineering, and Support teams to resolve customer issues promptly and effectively.Share critical insights with Sales, Growth, and Product teams, based on customer interactions, to promote ongoing improvement throughout the organization.Guide customers in adopting new products, empowering them to achieve long-term success and maximize the benefits of Otter.ai.

About UsAt Reducto, we empower AI teams to seamlessly process real-world enterprise data with unparalleled precision. We specialize in transforming unstructured documents, such as PDFs and spreadsheets, into structured data that can be utilized effectively across various applications.Our innovative vision models mimic human reading capabilities, allowing businesses to automate processes, enhance product development, and train sophisticated AI models using their data. In just one year, we have scaled from zero to mid-7 figure ARR and now partner with a diverse range of clients, from top AI teams like Harvey and Vanta to prestigious enterprises including FAANG and elite trading firms.With over $100M raised from industry-leading investors such as a16z, Benchmark, and First Round Capital, Reducto is on a trajectory of rapid growth and innovation.The OpportunityAs our inaugural Customer Success Manager, you will have the unique opportunity to shape and establish our customer success function. You will manage a portfolio of high-value clients, focusing on improving logo retention and net revenue retention (NRR). Collaborating closely with technical teams using our platform, you’ll ensure they maximize the value derived from Reducto’s services, addressing complex document processing challenges efficiently.We would love to meet you if the following resonates:Strategic and Technical Mindset: You possess the ability to engage deeply with technical teams to comprehend their document processing requirements while keeping a strategic perspective on their overarching business goals. Comfortable in discussions about both technical details and business outcomes.Process-Driven Approach: You excel at designing scalable processes and are adept at laying the groundwork for a world-class customer success organization.Data-Driven Decision Maker: Proficient in tracking and analyzing customer health metrics, usage statistics, and business outcomes, you let data guide your decisions and clearly demonstrate ROI to customers.Exceptional Communication Skills: Your ability to engage with both technical practitioners and executive stakeholders is notable. You are skilled in documentation, customer training, and conducting strategic business reviews.Proactive and Independent: You actively monitor customer health, identifying opportunities to enhance value without waiting for issues to arise. Comfortable working autonomously while establishing scalable processes.

OverviewJoin us at Vitalize as a Customer Success Manager, where you will collaborate closely with the founders to drive success and ROI for our key clients, managing high-value accounts with significant patient capacity. In this role, you will begin as a hands-on contributor, diving deep into account management, data analysis, and escalation resolution, while also developing systems that empower our customers to thrive, renew contracts, expand their usage, and become advocates for our platform. As we grow, you will have the opportunity to build and lead a Customer Success team.About VitalizeVitalize is on a mission to transform hospital operations, which still rely on outdated processes like paper and spreadsheets. Our innovative platform automates staffing operations, providing clinical leaders with real-time decision support that reduces manual workloads, cuts labor costs, and maximizes patient capacity across healthcare systems. With labor costs accounting for approximately 60% of hospital expenses and over 20% of that being preventable, our solution is crucial for enabling health systems to operate more efficiently and sustainably.We are building the essential operating system for workforce management in hospitals, competing directly with traditional providers and gaining traction. Currently operational in over 20 hospitals, we are approaching eight figures in revenue and have experienced a 300% revenue increase in the last three months.Your ResponsibilitiesAs the Customer Success Manager, you will oversee the post-launch success of our top clients, managing executive relationships and shaping the ROI narrative while ensuring that clients fully grasp the value that Vitalize brings. You will serve as a player-coach, managing key accounts directly while also creating the frameworks, tools, and operational rhythms necessary for scaling the Customer Success function as we transition to our next growth phase.Collaborating with the founders, Deployment, and Customer Operations teams, you will ensure a proactive, data-driven approach to managing customer health and identifying expansion opportunities. Your role will be pivotal in defining what exemplary customer success looks like at Vitalize.

Legora works with legal professionals to improve how legal work gets done. The team includes lawyers in the development process so that technology meets real-world demands. Legora’s AI-powered workspace supports legal experts by streamlining document analysis, building intelligent workflows, and helping firms discover new ways to approach complex matters. Trusted by firms such as Cleary Gottlieb, Goodwin, Bird & Bird, and Linklaters, Legora operates in more than 40 countries. The company values rapid innovation, practical iteration, and thoughtful growth, all while aiming to empower lawyers to do their best work. Role overview The Engagement Manager serves as the main point of contact for a portfolio of law firms and in-house legal teams after the sale. This role guides client relationships from onboarding through adoption, expansion, and renewal. The Engagement Manager leads complex rollouts in partnership with Legal Engineers, ensuring a solid foundation for long-term adoption and measurable results. What you will do Guide law firm and legal team clients through onboarding, adoption, expansion, and renewal phases. Lead rollout projects alongside Legal Engineers to establish strong client foundations from day one. Deliver structured training, create tailored success plans, and maintain regular engagement to encourage ongoing product adoption. Proactively optimize client use of Legora and act as a trusted advisor to legal and operational leaders. Align Legora’s solutions with client goals, identify new use cases, and help teams rethink legal workflows. Identify and pursue commercial opportunities, drive renewals, and support account growth. Monitor customer health using relevant metrics, address churn risks early, and strengthen retention. Location This position is based in San Francisco.

Join our dynamic team as an Account Manager, where you will play a pivotal role in driving client success and fostering long-term relationships. Your expertise in account management will help us continue to innovate and deliver exceptional value to our clients.Lever, founded a decade ago, is at the forefront of transforming the recruitment landscape. Our advanced hiring software is trusted by industry leaders such as Netflix, Yelp, Cirque du Soleil, Shopify, and Spotify to scale their teams effectively. As the recognized #1 workplace in San Francisco and a top employer nationwide, we pride ourselves on our people-first culture. We are dedicated to investing in our talented team, referred to as 'Leveroos', to maintain our competitive edge in the talent acquisition space.

The Client Success Manager at meetmarvin focuses on building strong relationships with clients and helping them achieve success with the company's solutions. This position centers on guiding clients through onboarding, offering ongoing support, and ensuring they get the most value from meetmarvin's services. Role overview This role involves working closely with new clients to set them up for success from day one. The Client Success Manager also provides continued support, answers questions, and helps resolve any issues that arise throughout the client journey. What you will do Onboard new clients and introduce them to meetmarvin's offerings Offer ongoing support and address client needs as they use the platform Build and maintain strong relationships to encourage client retention and satisfaction Help clients understand and maximize the value of meetmarvin's services

Join Our Team as a Customer Success Manager/Lead!At Foundation, we're on a mission to revolutionize the homebuilding industry and enhance the experience of buying, selling, and owning homes. We are looking for a dedicated Customer Success Manager to join our dynamic team and drive our core business forward.About UsWith $6.8M in funding from top-tier venture capitalists, including Y Combinator, Foundation is comprised of a talented team formerly from Opendoor, focused on transforming residential real estate. Our flagship product is a cutting-edge customer experience platform tailored for homebuilders — envision it as the 'Shopify for Homebuilders'. We partner with large-scale homebuilders to provide a modern digital experience that significantly boosts customer satisfaction and team productivity. Within just two years, we have achieved remarkable growth and established a strong product-market fit.The RoleAs a Customer Success Manager, you will play a pivotal role in fostering and expanding relationships with our diverse portfolio of clients. You will be the primary contact for our customers post-onboarding, ensuring they maximize their use of our platform and derive long-term value. This position requires a proactive approach in managing multiple accounts, identifying risks and opportunities, and collaborating closely with our Product, Engineering, and Operations teams.This is an ideal opportunity for someone who thrives in a fast-paced environment, enjoys tackling challenges, and seeks a meaningful role within a scaling startup. You will have the autonomy to influence our customer engagement strategies and drive significant impact.

Join DoorDash as the Manager of Client Success & Technical Solutions, where you will spearhead the DoorDash for Business Customer Success Team. This pivotal role involves crafting strategies and implementing scalable solutions to ensure smooth onboarding, activation, and enduring customer retention. Your leadership will guide customers through their journey, from initial contact to post-launch success.As we expand our offerings for corporate clients, including catering and group orders, you will take on greater responsibility for customer health in a complex landscape. Your ability to prioritize effectively and maintain focus on impactful actions will be crucial for our customers' success.About the RoleIn this leadership role, you will manage a team of 6-9 Customer Success Managers (CSMs), overseeing coaching, performance management against KPIs, and collaborating directly with customers to gather insights that shape our initiatives and product roadmap. This position requires a proactive mindset; you will be expected to identify inefficiencies and implement tools and processes that enhance customer satisfaction and team productivity.Collaboration is key, and you will work closely with the Sales team—not merely as a handoff point but as a true partner. You will drive alignment on account health and escalations, and participate in discovery meetings to provide technical context that helps Sales position the right solutions for our clients. A solutions-first mindset is essential.Additionally, you will establish tracking and monitoring systems to ensure all deals are actively managed, providing timely updates to cross-functional partners and leadership. Your contributions will support our program strategy and structure across various initiatives, enhancing enablement, improving processes, and fostering collaboration.

As a Customer Success Manager at Campfire, you will take charge of a diverse portfolio of customers, focusing on enhancing their experience, ensuring retention, and fostering long-term success. You will serve as the key liaison to finance and accounting teams, empowering them to extract measurable value from Campfire while confidently managing their core financial operations on our platform.Collaboration is key in this role, as you will work closely with Implementation, Product, Support, and Sales teams to deliver an exceptional customer experience and pinpoint opportunities for expansion and growth.Key ResponsibilitiesCustomer Ownership & SuccessOversee post-implementation success for your assigned customers.Cultivate robust relationships with Controllers, Accounting Managers, and Finance leaders.Drive customer adoption, engagement, and realization of value across accounts.Proactively monitor account health and identify potential churn risks.Lead Quarterly Business Reviews (QBRs), success planning, and regular check-ins.Retention & GrowthManage renewals for your designated book of business.Spot and support expansion opportunities (additional seats, modules, entities, geographical areas, and use cases).Collaborate with the Sales team to scope and finalize upsell and cross-sell opportunities.Maintain precise renewal forecasts and risk pipelines.Product Adoption & EnablementFacilitate customer enablement sessions and workflow optimization reviews.Assist in the rollout of new product features and modules.Ensure customers adhere to best practices and maximize their value from Campfire.Cross-Functional CollaborationWork closely with Implementation to ensure seamless handoffs and successful go-lives.Collaborate with Support and Product teams to resolve issues and escalate customer feedback effectively.Act as the voice of the customer internally to enhance processes throughout the customer lifecycle.

Join Our Mission to Revolutionize Healthcare Accessibility!At Assort Health, we are dedicated to ensuring that exceptional healthcare is effortlessly accessible to everyone, everywhere. Our vision is to create a seamless connection between patients and providers, enhanced by AI technology that simplifies the complexities of healthcare and caters to the specific needs of each provider.As the leading patient experience platform, Assort Health harnesses the power of specialty-specific agentic AI, allowing our omnichannel AI agents to integrate smoothly with EHR/PMS systems and unique provider preferences. This innovation significantly reduces hold times and enhances the efficiency of care delivery.Since our inception in 2023, we have successfully managed over 100 million patient interactions, cutting average hold times from 11 minutes to just 1 minute. Our platform now serves thousands of providers, achieving an impressive 98%+ resolution rate and 99% scheduling accuracy. With an average patient satisfaction rating of 4.5/5 based on 52,000 reviews, we are proud to have experienced 20x revenue growth in 2025. Join us as we expand our reach across the healthcare industry.The RoleWe are seeking an enthusiastic Customer Success Manager to develop and scale systems that ensure our customers thrive. You will act as a vital link between our users and our product, executing strategies and tools that foster a deep connection with Assort and guiding the evolution of customer success as we aim for a 3x scale-up.Your ResponsibilitiesCultivate Customer Relationships — Serve as the primary contact for clinic operators and partners, ensuring they derive exceptional value from Assort.Enhance Adoption and Outcomes — Assist customers in implementing best practices, monitoring key metrics, and translating insights into tangible improvements.Transform Feedback into Action — Collaborate with Product, Engineering, and Operations teams to advocate for customer needs and shape our roadmap.Develop Scalable Systems — Design and refine playbooks, processes, and tools to provide efficient, consistent, and high-quality support as we scale.Establish Trusted Partnerships — Build long-term relationships that drive customer retention, expansion, and advocacy.

Join Zifo as a Customer Success Manager in San Francisco, CA!Are you passionate about building strong relationships and driving customer satisfaction? At Zifo, we are on the lookout for a dedicated Customer Success Manager (CSM) to be an integral part of our commercial team in South San Francisco. This role involves engaging with key accounts in the Enterprise Pharmaceutical, Biotech, and Life Sciences sectors, ensuring that our clients' needs are met with excellence.Role Overview:The ideal candidate will showcase a proactive approach to account management, safeguarding existing revenue streams while consistently expanding the revenue pipeline across our customer portfolio. You will cultivate enduring partnerships, ensuring our clients receive exceptional service and value from Zifo.Key Responsibilities:Collaborate with Customer Success and Delivery teams to initiate engagement with new customers and business areas.Understand and fulfill customers' expectations and requirements, ensuring alignment with Zifo's offerings.Manage customer engagements, fostering a culture aligned with Zifo’s core values.Work with Service Delivery Management teams to facilitate seamless project transitions from Account Mining to execution.Conduct active account mining to deepen relationships with customers, collaborating with Client Partners on strategic business plans.Champion Zifo in responding to Requests for Proposals (RFPs), coordinating with various stakeholders to deliver comprehensive submissions.Identify and propose value-added solutions to demonstrate ROI for our customers.Ensure successful business outcomes throughout the customer relationship.Build and maintain rapport with multiple stakeholders, converting them into Zifo advocates.Oversee contract renewals and ensure ongoing business relationships are sustained.Facilitate Steering Committee meetings and presentations with customer leadership, working closely with Zifo’s Executive Leadership.Provide insights on industry trends and offer consultative advice to customers.Proactively recommend best practices internally and during customer interactions to drive continuous improvement.

About the Role:Join our dynamic team at Reacher as a Customer Success Manager and empower our clients to excel on TikTok Shop! This pivotal position focuses on fostering customer relationships, minimizing churn, and helping clients achieve their goals using our innovative platform.Your Responsibilities:Client Relationship Management: Cultivate and sustain meaningful relationships with our customers through regular check-ins and success discussions.Strategic Consultation: Facilitate personalized sessions and group workshops centered on TikTok Shop strategies and optimizing Reacher's features.Resource Development: Create detailed how-to guides, documentation, and training materials to enhance user understanding and expedite their success.Churn Mitigation: Implement automated systems to identify churn risks and engage proactively with at-risk customers.Outstanding Customer Support: Deliver exceptional support to enhance customer satisfaction and ensure platform adoption.Success Enablement: Assist customers in maximizing the capabilities of Reacher to expand their TikTok Shop ventures.

Your Role:Act as the customer advocate within our team, collaborating with internal stakeholders to identify services and processes that lead to outstanding product utilization, customer satisfaction, and loyal advocates.Develop metrics to assess customer relationships, shaping strategies that yield actionable insights such as loyalty and return on investment (ROI).Facilitate the creation of customer references and case studies.Oversee customer onboarding, training, and product adoption.Guide clients on leveraging our tools to achieve their business goals.Promote the use of Augment products from inception, identifying customization needs and further implementation opportunities.Guarantee the renewal of all customer contracts.

About Opal Security:At Opal, we are pioneering cutting-edge identity governance for the AI age—smart access management that enables businesses to innovate rapidly while ensuring security. Our goal is to provide clarity, control, and confidence in complex enterprise environments, allowing teams to manage access seamlessly without hindering progress.About the Role:Opal is at a pivotal moment, seeking a passionate individual to enhance our post-sales experience after customers agree to partner with us.We are looking for a technically savvy professional who can elevate our customer success initiatives from satisfactory to outstanding. This is your opportunity to redefine customer success with the freedom to implement your vision. You will adopt a player-coach approach: engaging directly with customers while laying the groundwork for a high-performing team that can grow alongside us.Your Responsibilities:Create an exemplary customer success team: you will redesign our customer success strategies, establishing processes, metrics, and a culture that transform good relationships into exceptional results.Serve as the primary technical support: when customers encounter challenges, you will be their go-to person. You will troubleshoot integrations, diagnose configuration issues, and provide immediate resolutions while knowing when to escalate complex issues to engineering.Oversee the health of our customer portfolio: you will be responsible for renewals, retention, and proactive engagement. You will develop frameworks and key indicators that help us identify opportunities (and potential risks) early on, ensuring customers receive maximum value from Opal Security throughout their journey.Act as a liaison between customers and product: you will collaborate closely with our product and engineering teams to advocate for customer needs, influence future developments, and ensure we deliver real value beyond just features. Your insights will significantly impact our roadmap.Lead customers from onboarding to advocacy: you will manage strategic relationships across a diverse clientele, from Fortune 500 corporations to innovative AI startups such as Runway and Perplexity, serving as their trusted advisor on access management and security. These relationships are built on trust and partnership rather than transactions.

We are seeking a dynamic Customer Success Manager to join our innovative team at leverdemo-8. As a key player in our Customer Success department, you will be instrumental in ensuring our clients achieve their desired outcomes using our cutting-edge hiring software. This role involves fostering strong relationships with customers, understanding their needs, and delivering tailored solutions that enhance their experience with our platform.Lever, founded a decade ago, is at the forefront of transforming the recruitment landscape. Our software is trusted by industry leaders such as Netflix, Yelp, and Shopify to attract and retain top talent. We take immense pride in our people-centric culture, recognized as the #1 workplace in San Francisco, and among the best in the U.S. Join us as we continue to innovate and expand our team.