Customer Success Manager - Strategic

Posted Yesterday
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Austin, TX, USA
In-Office
Senior level
Software
The Role
Manage strategic enterprise customer accounts throughout deployment, adoption, value realization, and renewal. Build success plans, lead executive business reviews, monitor customer health and KPIs, drive adoption and retention, identify expansion opportunities, and coordinate with Sales, Support, Product, Renewals, and Professional Services. Serve as an escalation point, mentor CSM peers, and improve scalable customer success processes.
Summary Generated by Built In
OverviewYour AI strategy is only as strong as the data behind it. Quest Software builds the foundation for enterprise AI with solutions in data governance, cybersecurity, and platform modernization. More than 45,000 companies — including 90% of the Fortune 500 — trust Quest to solve their most critical challenges. From securing identities and modernizing platforms to preparing data for AI, we help enterprises unlock their full potential. 

The Customer Success Organization focuses on our most strategic customers. As a Strategic Customer Success Manager at Quest, you'll play a pivotal role in ensuring these customers realize maximum value from their investments through comprehensive adoption and value engagements. The CSM will manage a portfolio of accounts and lead engagement throughout the customer lifecycle—from deployment and adoption through value realization and renewal—ensuring satisfaction and long-term success. You’ll leverage your expertise to guide customers through their journey, maintain consistent engagement, and ensure they achieve their goals and derive measurable value from Quest solutions. You’ll also surface Customer Success Qualified Leads (CSQLs) and coordinate with Account Management for follow-up. CSMs support renewal contracting processes and are expected to stay informed on Quest’s evolving product portfolio, demonstrating the ability to quickly learn and communicate the value of new offerings.


Above all, this role is accountable for retention—sustaining business growth and profitability by maximizing value, driving usage and adoption, supporting services, and reducing churn.

  This position is an in-office-based role located in the Domain area of Austin.  Responsibilities

-Owns the customer relationship of a global or large-scale strategic account and actively manages the stakeholder relationship at all levels (i.e., executive, management, technical leaders), including strategic roadmap discussions

-Develops and nurtures relationships and adjusts value and adoption messaging according to the levels and interests of customer stakeholders

-Coaches peers on strategic approaches, provides mentorship for Enterprise CSMs to help them grow their knowledge and provide a premium customer experience

-Identifies and creates solutions to address Customer Success needs, improve effectiveness and efficiency, and deliver to or exceed key customer metrics.

-Develops and maintains strategic Success Plans that align with value milestones and customer-defined business outcomes.

-Partners with the customer to build a joint plan for success, maintaining a detailed understanding of the customer’s business to achieve high levels of customer satisfaction, engagement, and adoption of Quest technologies.

-Monitors customer analytics and KPIs to reinforce the value of the customer solution, identify areas to improve customer experience, and optimize the solution.

-Facilitates Executive Business Reviews (EBRs) in collaboration with Account Management, using the Success Plan and business case to demonstrate impact, value delivered, and growth opportunities.

-Delivers an outstanding customer experience to support our brand promise of delivering superior outcomes and to support and identify cross-sell and upsell of services and products.

-Actively monitors customer engagement signals and sentiment; logs risks and opportunities in CRM and triggers internal playbooks where applicable.

-Supports collaboration across Sales, Support, Product, Renewals, and Professional Services to ensure continuity and strategic alignment.

-Acts as an escalation point for high-impact customer issues when necessary, ensuring appropriate teams within Quest are engaged for quick resolution.

-Works within the wider CSM team to implement scalable programs and process improvements to drive efficiency of internal customer success processes and improve customer experience.

Qualifications

-Minimum of 5 years of experience in customer success role responsible for driving customer success and product/service adoption.-Ability to translate business requirements into business value, and work with sales and marketing to promote value-driven solutions-Ability to manage executive relationships and discussions (VP/CxO)-Skilled in bringing in an SAE/AE/ISR to see through upsell opportunities, whilst maintaining executive overlay and ensuring a positive customer experience-Strong knowledge of Customer Success best practices, with experience in defining processes and providing enablement programs to promote adoption in CS and across the company-Excellent organizational skills and ability to establish milestones and keep success plans on task.-Adept at handling internal and external escalations.-Exceptional ability to communicate and foster positive business relationships, and comfortable facilitating change and being accountable for driving success with customers.-Experience in leading, adopting, and driving change internally or externally.-Experience in identifying, translating, and prioritizing customer issues and needs into business or solution requirements.-Demonstrated success as a trusted advisor to senior executives in large organizations and ability to build success plans.-An understanding of how organizations measure value realization and drive revenue. 


What Will Make You Stand Out

-Experience in transformational Customer Success projects or experience where products shift from On-Premise to SaaS.-Previous Customer Success experience in a company with B2B Software.-Proficiency in customer success tools (e.g., Gainsight) and CRM systems (e.g., Salesforce) to manage customer health, success plans, and engagement tracking. Experience with AI prompting and leveraging AI tools to streamline processes.

-Experience in recurring revenue sales models and renewal processes is an advantage.

 

 

Company Overview

Quest Software builds the foundation for enterprise AI with solutions in data governance, cybersecurity, and platform modernization. More than 45,000 companies — including 90% of the Fortune 500 — trust Quest to solve their most critical IT challenges. From securing identities and modernizing platforms to preparing data for AI, we help enterprises unlock their full potential.


Why Quest

At Quest, your work makes an impact. You’ll help organizations get AI-ready while building your career with a global team of innovators. We offer:

  • Competitive pay, annual bonuses, and top-performer recognition.
  • Comprehensive health, family, and retirement benefits.
  • Flexible work options, generous PTO, and wellness programs.
  • Professional growth through learning platforms, mentorship, and leadership programs.
  • Inclusive teams that reflect the world we serve, supported by Employee Resource Groups and our Equality & Inclusion Council.

Quest is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Quest is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Quest are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, or belief, national, social, or ethnic origin, sex (including pregnancy), age, physical, mental, or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union, or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Quest will not tolerate discrimination or harassment based on any of these characteristics. Quest encourages applicants of all ages.


Come join us. For more information, visit us on the web at Quest Careers Innovate.Collaborate.Grow


Job seekers should be aware of fraudulent job offers from online scammers and only apply to roles listed on quest.com/careers using our applicant system. Note: We do not use text messaging or third-party messaging apps like Telegram to communicate with applicants, so please exercise caution if you are approached in this way and only interact with people claiming to be Quest employees if they have an email address ending in @quest.com.


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Skills Required

  • Minimum 5 years of experience in customer success roles driving customer success and product or service adoption
  • Ability to translate business requirements into business value and collaborate with Sales and Marketing on value-driven solutions
  • Ability to manage executive relationships and VP or C-level discussions
  • Experience coordinating with sales representatives on upsell opportunities while maintaining executive-level customer engagement
  • Strong knowledge of Customer Success best practices, process definition, and enablement programs
  • Excellent organizational skills and ability to establish and manage milestones and success plans
  • Ability to handle internal and external escalations
  • Exceptional communication and relationship-building skills, with comfort facilitating change and driving customer success
  • Experience leading, adopting, and driving change internally or externally
  • Experience identifying, translating, and prioritizing customer issues and needs into business or solution requirements
  • Demonstrated success as a trusted advisor to senior executives in large organizations and ability to build success plans
  • Understanding of value realization and revenue generation
  • Experience with transformational Customer Success projects or on-premise to SaaS product transitions
  • Previous Customer Success experience in a B2B software company
  • Proficiency with customer success tools such as Gainsight and CRM systems such as Salesforce
  • Experience using AI prompting and AI tools to streamline processes
  • Experience with recurring revenue sales models and renewal processes
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The Company
HQ: Charlotte, NC
3,800 Employees

What We Do

Metalogix provides content lifecycle management solutions for Microsoft SharePoint, Exchange and cloud platforms.

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