Momentum is a fast-growing company specializing in driving AI transformation for revenue teams. We operate like an embedded GTM task force working alongside your team. Our platform listens to every sales and customer interaction, extracts critical insights, and pushes updates directly into your CRM or data wharehouse—automating follow-ups, flagging risk, and surfacing next steps without rep intervention. The best GTM teams in the world, at companies like Zscaler, Cursor, Ramp, Owner.com, Demandbase, Contentful, Windsurf, 1Password, rely on Momentum to unlock 3–10 hours per rep each week, improve win rates, and scale execution—without scaling headcount. We’re backed by top-tier investors, including FirstMark, Stage 2 Capital, Inovia, and Basis Set Ventures.
The RoleWe’re looking for a talented AI Customer Success Manager who is relationship-driven, strategic, and proactive. As a CSM at Momentum, you’ll own a portfolio of high-impact customers and help them achieve their goals using our platform. You’ll collaborate closely with Solutions Architects, Sales, and Product to ensure every customer finds long-term value and success with Momentum.
This role hybrid in our San Mateo office 2x per week.
What You’ll OwnCore Responsibilities
Manage a portfolio of 30+ mid-market customers
Identify and address account risks and growth opportunities proactively
Use data analytics to enhance customer engagement and retention
Work closely with sales, support, and solutions teams
Create knowledge base content and enhance customer onboarding processes
Customer Relationship Management
Build and maintain strong relationships with strategic customers
Act as the primary point of contact for customer success
Understand and align with customers' goals and business needs
Track customer health metrics and address concerns or opportunities promptly
Onboarding & Adoption
Lead customers through efficient onboarding and implementation
Create customized product guides, best practices, and success playbooks
Coordinate with Solutions Architects to ensure successful technical integration
Strategic Growth & Retention
Discover and pursue opportunities for account expansion
Develop success plans and business reviews that showcase clear ROI
Guide customers in exploring new use cases and expanding team adoption
Customer Advocacy & Product Feedback
Gather and communicate customer insights to Product & Engineering teams
Champion customer needs within the organization
Help create customer resources like case studies, FAQs, and webinars
3-5 years of experience in Customer Success, preferably at technical SaaS companies
Proven ability to manage multiple responsibilities with strong organizational skills
Technical aptitude and quick grasp of complex product concepts
Experience at early-stage Series A or B companies preferred
Outstanding communication and relationship-building abilities
Skilled at managing multiple accounts and adapting to changing priorities
Proactive, empathetic, and solution-focused mindset
Track record of collaborating with Sales, Product, and Technical teams
Ability to prioritize accounts and create strategic customer engagement plans
Strong analytical skills with talent for turning data into actionable insights
Strongly proficient with operational tools Slack, Google Drive, Zoom etc.
Thrives in a fast-paced startup environment
Familiarity with Salesforce, product analytics tools, or customer health platforms
Total OTE: $140K (base + bonus)
Bonus structure based on NDR, logo retention, and personal OKRs
Top Skills
What We Do
Every company is looking for that edge in 2025—to grow faster, operate smarter, and do more with less. The challenge isn’t just getting more GTM data—it’s turning data into action. That’s where Momentum comes in. We are an AI GTM Data Orchestration platform and we use our AI Agents to work alongside your GTM team to capture key insights, update your systems, and trigger next steps automatically—so your team can focus on closing deals and expanding revenue. For customers like Zscaler, Demandbase, Ramp, and 1Password, this has led to productivity gains of 3-10 hours per rep per week—all while providing actionable competitive intelligence, AI coaching, and executive insights in real-time.
