Join Clari as a Lead Customer Success Manager

Clari’s Revenue platform revolutionizes forecasting accuracy and visibility, empowering sales teams from the rep level to the boardroom. Our innovative technology helps spot revenue leakage and predict whether companies will meet, beat, or miss their sales goals. No wonder leading global companies such as Okta, Adobe, Workday, and Zoom rely on Clari for revenue precision. Join us in achieving remarkable results!

About the Team

The Customer Solutions team at Clari is dedicated to guiding customers throughout their entire journey, from initial discovery through implementation, renewal, and expansion. Our team includes experts in product, process, and strategy, covering customer service, customer success, customer education, and customer support.

About the Role

Clari is seeking a passionate, results-oriented Lead Customer Success Manager (CSM) for our enterprise team. As a CSM, you will build strategic partnerships with enterprise customers and collaborate with teams across sales, engineering, product management, and executives to ensure customer success.

Our mission at Clari is to transform our customers' revenue operations to be connected, efficient, and predictable. As a CSM, you will act as a trusted advisor to our customers, optimizing their revenue processes, solving revenue-related challenges, and driving product adoption – all in service of our ultimate goal of customer retention.

This is a fully remote opportunity available anywhere in the United States.

Responsibilities

• Advise customers on best practices for transforming their revenue operations with Clari, staying updated on industry trends.
• Proactively manage the success of your customer portfolio, delivering consistent value throughout the customer lifecycle.
• Understand customers' top revenue-related initiatives and KPIs, and offer tailored solutions to achieve their goals.
• Build strong relationships across all levels of customer businesses, from Clari Admins to VPs and CROs.
• Develop deep product expertise and understand Clari’s role within the broader ecosystem of tools and systems.
• Analyze usage data, health indicators, renewal dates, and growth opportunities in collaboration with Account Management teams.
• Coordinate and deliver customized training sessions to ensure platform confidence and foster customer accountability.
• Conduct quarterly performance planning and reviews with the Account Management team (e.g., Executive Business Reviews).
• Resolve customer issues either independently or in collaboration with other Clari teams such as Support and Product.
• Represent customer needs when articulating business requirements or scoping services for configuration requests.
• Contribute to the future development of the Clari platform through feedback and proposals, including customer-driven requests.
• Encourage customer advocacy through references, referrals, and case studies.

Qualifications

• 7+ years of experience in B2B SaaS Customer Success roles.
• Experience and knowledge with Salesforce are required.
• Experience with Revenue Operations is preferred.
• Proven track record of customer retention and growth through adoption, engagement, and experience.
• Aptitude for learning software and staying current on industry best practices.
• Ability to explain complex data relationships and technical issues in non-technical terms.
• Comfortable working in a dynamic, fast-paced environment.
• Consistent diplomacy and poise while resolving customer issues and escalations.
• Strong sense of ownership, dedication, and passion for helping customers achieve maximum value.

Perks and Benefits @ Clari

• Remote-first with opportunities for in-person events and celebrations.
• Comprehensive medical, dental, and vision insurance, plus short and long-term disability, life insurance, and EAP.
• Mental health support through Modern Health.
• Pre-IPO stock options.
• Well-being and professional development funds.
• Retirement 401(k) plan.
• 100% paid parental leave, plus fertility and family planning support through Maven.
• Flexible paid time off, monthly 'take a break' days, and Focus Fridays.
• Culture-focused initiatives, including charitable giving matches and both virtual and in-person events.

At Cl