Customer Success Manager

| New York, NY, USA | Hybrid
Employer Provided Salary: 96,400-115,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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About us: 
Templafy is the next gen document generation platform that automates all document creation across organizations. Our platform eliminates manual document work allowing companies to drive governance, efficiency and ultimately business results. Templafy supports millions of users and enables over 800 enterprise customers such as KPMG, AON, BDO and more. 

Founded in Copenhagen, Denmark, in 2014, Templafy’s success is built by our 60+ employee nationalities found at offices around the world. We believe when people feel they belong, have a voice, and feel heard, they are happier and perform better, and that way, everyone wins. Our innovation, diversity, and unique product have raised over 200 million in funding from Insight Venture Partners, Seed Capital, Dawn Capital, Damgaard Company and Golub Capital. 

Customer Success at Templafy: 

Reporting up through our Chief Revenue Officer, Customer Success at Templafy is responsible for guiding customers along the value realization path, ensuring they receive positive ROI on their initial use case and paving the way for expansion to new business units and new use cases. Alongside our colleagues, CS is accountable for Gross Retention Rate and Net Retention Rate. We aim to deliver an effective enterprise customer experience, responsive to needs and proactive with strategic advice. This requires deep understanding of our customers’ businesses and the ways in which Templafy can drive positive business outcomes towards cost savings and revenue generation. It also requires genuine relationship building internally and externally.  

As a team, we aim to grow together, energized by individual and shared accountability. We are mutually responsible for team learning and development, meaning we proactively share knowledge, contribute to team initiatives, and provide constructive feedback with honesty and positive intent.  

What we’re looking for: 

As a Customer Success Manager, you will be working closely with a wide range of exciting companies worldwide and will interact with internal and external stakeholders across different business functions. You will report to the North American/EMEA Customer Success Lead, who in turn reports to the VP of Customer Success (global).  

You will have full ownership of your own customer portfolio. This means being accountable to your own GRR and NRR. You will work closely with internal stakeholders across Account Management, Solutions Engineering, and Technical Support to achieve your goals. You will become a trusted advisor to your customers, assisting them to fully adopt and realize the current and future value of the Templafy solution. You will focus your time and attention on identifying, delivering and proving positive business outcomes (PBOs) for your customers.  

Your contributions are critical to Templafy’s ability to reach our full growth potential. You can expect to inspire – and be inspired by – the team’s energy, commitment and drive to succeed.  

Responsibilities:  

  • Be empowered to make key decisions about your customer portfolio to meet and exceed GRR and NRR goals 
  • Demonstrate ongoing curiosity about our customers, their ways of working, and their pain points, to (re)establish value-oriented Positive Business Outcomes (PBOs)  
  • Execute on the delivery of the Templafy solution to achieve PBOs  
  • Develop impactful relationships within customer organizations, aiding them to “sell” the PBO story internally to other key stakeholders and economic buyers
  • Explore potential new use cases and new stakeholders through continuous discovery, and evangelize value throughout the customer organization  
  • Partner with the Account Management team to develop and implement long-term account plans for retention and expansion into new use cases and new business units
  • Reliably identify at-risk customers and implement proactive measures to address their concerns and ensure satisfaction
  • Be motivated to overachieve on targets and metrics
  • Collaborate within the CS team, sharing best practices and learnings proactively  

Requirements: 

  • Bachelor’s degree required 
  • 5+ years of work experience required, with 2+ years of B2B Customer Success or Account Management experience preferred  
  • Exemplary communication, presentation and client engagement skills 
  • Experience engaging with and presenting to external senior-level stakeholders (VP and above)  
  • Ability to prioritize, balance responsibilities and perform effectively under pressure 
  • Self-motivated with a business-oriented and customer-focused mindset 
  • Experience with Salesforce preferred 
  • English language fluency required; other foreign languages would be an asset 

Employee Benefits:  

  • Employee equity program 
  • Comprehensive health insurance  
  • Parental leave  
  • Commuter Benefits  
  • Unlimited time off  
  • 401K  
  • Employee Assistance Program  
  • Company discount program  
  • Flexible work environment  

We interact freely across teams and are dedicated to building a strong company culture with an emphasis on career development and plenty of social events.   

Compensation: 

Base Salary: $96,400 - $115,000. Exact compensation may vary based on skills, experience, and location. 

Templafy is a workplace of belongingness. To us this means that you have a voice, you dare to speak up, and your voice is heard. We focus on offering an environment that allows all employees to feel that they belong regardless of race, color, ancestry, religion, gender, gender identity, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or other status. 

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Technology we use

  • Sales & Marketing
    • WordpressCMS
    • SalesforceCRM
    • HubSpotLead Gen
    • LeadfeederLead Gen
    • ZoomInfoLead Gen
    • LinkedIn Sales NavigatorLead Gen

An Insider's view of Templafy

What’s the vibe like in the office?

"Templafy has a positive vibe in the office. Every day we eat lunch together, which gives the feeling of togetherness and allows you to grow closer with your colleagues. It’s also nice to be able to just grab a coffee and go collaborate and share ideas with a colleague in one of the shared office spaces, usually with an awesome view of Manhattan!"

Bridget

Account Manager

What projects are you most excited about?

"As our headcount grows and Templafy scales, I am excited that our IT team will facilitate upcoming network and infrastructure projects at our growing NYC office. Since joining Templafy, I’ve been part of a strategic approach to Templafy’s growth."

Chris

IT Supporter

How has your career grown since starting at the company?

"The warm and collaborative culture at Templafy innately gave me a platform to grow and develop my career. From the CEO to my leader, every colleague has encouraged me to thrive outside of my comfort zone. You’re truly in control of your success here, but the company never falls short of providing you with the support you need to get there."

Josh

Sales Enablement Manager

What makes someone successful on your team?

"Collaboration and problem solving with each other and our Hiring Managers is what I believe drives success for my team. We get creative and brainstorm new ideas, and most importantly, we are encouraged to try out new approaches to finding our newest Templafyers. I love TA because we have the opportunity to work with every team closely!"

Heather

Talent Acquisition Partner

What are Templafy Perks + Benefits

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
In-person all-hands meetings
In-person revenue kickoff
Employee awards
Flexible work schedule
Diversity
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Team workouts
Mental health benefits
Financial & Retirement
401(K)
Company equity
Performance bonus
Child Care & Parental Leave
Generous parental leave
Vacation + Time Off
Unlimited vacation policy
Paid holidays
Paid sick days
Flexible time off
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
Free snacks and drinks
Company-sponsored happy hours
Onsite office parking
Fitness stipend
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Mentorship program

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