Customer Success Manager – Portfolio Accounts

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $116.8k - $132.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Asana

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2008

☁️ SaaS

⚡ Productivity

🏢 Enterprise

💰 $200M Debt Financing on 2020-06

SaaS • Productivity • Enterprise

Asana is a leading platform for collaborative work management, recognized by industry analysts as being at the forefront of enabling teams to organize work, streamline workflows, and achieve strategic goals. With a suite of features that include project management, resource allocation, AI-powered automation, and extensive app integrations, Asana helps companies connect work across various departments such as marketing, IT, and operations. The platform serves enterprises, small businesses, and non-profits across numerous industries including healthcare, education, and retail, providing tools for goal management, resource planning, and aligning workflows with company objectives. Asana prioritizes enterprise-grade security and compliance standards to ensure data protection while offering scalability to support users world-wide.

📋 Description

• Work with Asana customers across industries, functions, and stages of their journey in an assigned book of business • Conduct discovery to build rapport and deeply understand customers’ needs, business processes, and vision • Consult on change management to help customers adopt Asana as a new way of working • Lead design workshops to give customers firsthand experience building and adapting their processes in Asana • Deliver storytelling business reviews that articulate value realized and identify areas of opportunity for deeper impact • Empower customers to become self-sufficient Asana champions, balancing immediate needs with long-term success and retention • Consult on AI adoption strategy: translate Asana’s AI capabilities into measurable business outcomes for customers, including consumption-based planning, ROI framing, and executive storytelling • Drive change management for AI transformation: help customers navigate the people, process, and technology shifts required to move from tool adoption to genuine AI-enabled productivity • Act as the primary advisor when customers ask: “How can AI help my team work better?”, connecting specific Asana AI features to their workflows, industry context, and goals

🎯 Requirements

• 5+ years of demonstrated success in an Account Management or Customer Success role • Represent the voice of the customer back to Product regarding AI feature gaps, opportunities, and adoption blockers • Data literacy: Comfortable working with usage data, health scores, and platform analytics to inform account strategy and customer conversations • AI adoption consulting: Experience helping customers evaluate, adopt, or scale AI tools in their workflows, or a demonstrable ability to learn and advise on this rapidly • Change management for technology transitions: Ability to guide organizations through process and behavioral shifts, especially as AI capabilities evolve • Demonstrates curiosity about AI tools and emerging technologies, with a willingness to learn and leverage them to enhance productivity, collaboration, or decision-making

🏖️ Benefits

• Mental health, wellness & fitness benefits • Career coaching & support • Inclusive family building benefits • Long-term savings or retirement plans • In-office culinary options to cater to your dietary preferences