Customer Success Manager

November 5

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Rollstack

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API • Artificial Intelligence • Fintech

Rollstack is a data automation company that specializes in streamlining the reporting process through business intelligence integration. By utilizing AI-powered insights, Rollstack connects data sources directly to presentations and documents, enabling scheduled updates and real-time data accuracy. Catering primarily to industries such as Financial Services, Healthcare, and Information Technology, Rollstack empowers organizations with enhanced reporting capabilities and efficient content generation, allowing teams to focus on strategic decision-making instead of manual data management.

51 - 200 employees

Founded 2022

🔌 API

🤖 Artificial Intelligence

💳 Fintech

📋 Description

• Own Client Activation & Onboarding — Become a Rollstack subject matter expert and lead new client onboarding from deal closure through initial adoption, running onboarding and follow-up sessions to ensure clients start seeing value immediately. • Coordinate Cross-Functional Kickoffs — Work closely with Account Executives, Product, and Engineering to schedule and execute onboarding sessions, and ensure alignment across teams. • Manage Ongoing Client Relationships — Lead strategic, value-driven business reviews to ensure progress towards customer goals, address challenges, and proactively support retention and growth. • Directly Responsible for Net Dollar Retention (NDR) — Identify and close upsell/expansion opportunities as well as manage account renewals. • Build Scalable Engagement Processes — Develop templates, workflows, and session structures that streamline onboarding and ongoing success across multiple accounts. • Experiment & Iterate — Continuously refine client engagement strategies based on feedback, adoption data, and outcomes to improve satisfaction and long-term retention.

🎯 Requirements

• 7+ years of professional experience, including 3+ years in Enterprise Customer Success and Account Management within the data and analytics space. • A track record of driving adoption, retention, and account growth across Enterprise sized accounts (5,000+ employees). • Strong proficiency in Salesforce and experience leveraging BI tools such as Tableau to monitor customer usage patterns to inform engagement strategies. • Have experience communicating product value to a diverse range of technical and non-technical stakeholders. • An analytical mindset with a track record of utilizing data to drive positive customer outcomes and business initiatives. • Time Zone: Pacific

🏖️ Benefits

• Join a Y Combinator-backed company that’s redefining how individuals and teams—across industries and around the world—work smarter and faster. • Work alongside an exceptional team of builders and operators, including alumni from Amazon, Meta, Pinterest, Tesla, and AiFi. • Be part of a fully remote, globally diverse workplace that values autonomy, impact, and collaboration. • Contribute to a product that users love and that truly sells itself—built by a world-class product and engineering team. • Look forward to bi-annual team offsites in destinations that belong on your travel bucket list. • Earn competitive compensation and meaningful equity in a fast-moving, high-leverage startup where your work directly shapes the company’s trajectory.