- Manage a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through renewal and expansion
- Conduct regular meetings with key customer stakeholders and deliver executive-level Quarterly Business Reviews (QBRs) that connect Cleo's platform capabilities to the customer's business outcomes
- Build broad and deep customer relationships that promote strong loyalty, referenceability, and long-term retention
- Understand each customer's organizational structure, business goals, and integration environment, and translate that understanding into actionable success plans
- Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled
- Own GRR and NRR outcomes for your book of business, proactively identifying risk signals and executing mitigation strategies to protect and grow ARR
- Monitor and act on customer health indicators, including utilization scores, CSM scores, support activity, and engagement cadence in Planhat
- Escalate issues appropriately to Services, Support, and Product, and drive resolution on behalf of the customer with urgency and accountability
- Maintain accurate, up-to-date records of customer health, risks, action plans, and renewal status
- Proactively identify and develop upsell and cross-sell opportunities within your book of business, contributing to the CS org's expansion pipeline targets
- Position Cleo's solution portfolio - including Charge Back Prevention, Direct Procurement Orchestration, TM&M, etc. - by linking customer goals to compelling business outcomes
- Develop well-reasoned expansion recommendations with strong close rates, collaborating with Sales as needed to advance opportunities
- Drive adoption through value realization, ensuring customers are actively utilizing the Cleo platform in ways that support their business objectives
- Collaborate with Cleo's CS Solutions team to address utilization gaps, optimize platform usage, and support customers through product migrations or transitions (e.g., legacy-to-cloud CIC migrations)
- Leverage AI-powered tools and workflows to enhance customer analysis, communication efficiency, and proactive outreach across your portfolio
- Partner closely with Sales, Pre-Sales, Professional Services, Support, and Product to deliver a seamless customer experience and represent the voice of the customer internally
- Develop vertical fluency in your assigned industry segment(s) - such as Logistics, Food & Beverage, CPG, Industrial Manufacturing, Healthcare, Finance, or Technology - to deepen customer relationships and add industry-relevant value
- Invest in developing both self and others, and contribute to CS organizational initiatives as required
- Leverage AI tools and agents in your day-to-day work to accelerate research, account preparation, communication drafting, and data analysis
- Serve as a knowledgeable resource for customers adopting AI-powered features within the Cleo platform - translate capability into business value for both technical and executive audiences
- Stay current on Cleo's AI product roadmap so you can proactively connect upcoming capabilities to customer needs before they have to ask
Your Qualifications
- 5+ years working at an Enterprise Software and/or SaaS company in Customer Success, Sales/Account Management, Professional Services, or a related field
- Demonstrable success managing GRR, NRR, or expansion pipeline targets in a quota-bearing or metric-accountable CS role
- Experience with CS platforms (Planhat preferred) and CRM tools (Salesforce); comfort maintaining rigorous data hygiene across both
- Proven ability to position software solutions and develop expansion opportunities, not just manage relationships
- Demonstrated success collaborating with and influencing cross-functional stakeholders and executives
- Industry fluency in one or more of Cleo's core verticals - Logistics, Food & Beverage, CPG, Industrial Manufacturing, Healthcare, Finance, or Technology - is a strong plus
- Familiarity with AI-powered workflows and a willingness to adopt emerging tools to improve productivity and customer outcomes
- Proven ability to work in a fluid, evolving environment with a continuous-improvement mindset
- Excellent communication and presentation skills directed at both business-oriented and technical audiences
- Ability to travel 5-10% on an annual basis for internal and external expectations
A few things we have to offer:
- Compensation: $75,000 - $100,000 + Bonus potential
- Great Healthcare + Dental + Vision
- Flexible PTO
- Culture of support, encouraging Life-Work balance
- 401k match
- FSA and HSA options
- Employee Assistance Program
- Paid Parental Leave
- Representing a company with 4,000+ clients and a 99% retention rate
- Accelerated title and salary growth potential
- A fun and energetic work environment that makes you excited to go to work every day
Skills Required
- 5+ years working at an Enterprise Software and/or SaaS Company in Customer Success, Sales/Account Management, Professional Services, or a related field
- Demonstrable success in collaborating with and influencing cross-functional stakeholders and executives
- Proven ability to work in a fluid environment, with limited processes
- Excellent communication and presentation skills directed at both business-oriented and technical audiences
What the Team is Saying
Cleo Compensation & Benefits Highlights
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Healthcare Strength — The package highlights comprehensive medical, dental, and vision coverage with wellness programs and HSA/FSA‑type options. Third‑party profiles also point to mental‑health resources alongside core health benefits.
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Retirement Support — A 401(k) with company match is explicitly included. This anchors financial security alongside the core health offerings.
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Leave & Time Off Breadth — Unlimited PTO, paid holidays, and flexible time off are prominently featured, with remote/hybrid options often available. Parental leave is also called out in publicly available benefit summaries.
Cleo Insights
What We Do
Join. Grow. Lead the Future of Supply Chain. At Cleo, we don’t just integrate supply chains—we orchestrate them. As the pioneer and global leader of the Supply Chain Orchestration software category, Cleo is helping thousands of companies around the globe drive transformation, deliver excellence, and shape the future of their global operations. Whether you're joining us from outside or growing within, Cleo is your platform to lead with purpose, innovate with impact, and thrive in a culture that champions your growth. Why Join Us? Strategic Influence: Be at the helm of global supply chain strategy, driving decisions that impact customers, partners, and communities worldwide. Innovation-Driven Culture: Work with the latest in AI, automation, and digital supply chain platforms to solve complex challenges. End-to-End Visibility: Lead across planning, sourcing, logistics, and fulfillment—connecting dots others can’t see. Sustainability at the Core: Help build ethical, transparent, and sustainable supply chains that make a difference. Why Grow with Us? Leadership Development: Access world-class programs, executive mentorship, and rotational opportunities to accelerate your career. Internal Mobility: We prioritize internal talent—your next big opportunity could be just one conversation away. Recognition & Impact: Your ideas matter. Your leadership is visible. Your success is celebrated. Inclusive Community: Thrive in a diverse, collaborative environment where every voice is heard and respected. Our Promise We are a top talent destination for supply chain leaders technology who want to make bold moves, solve real-world problems, and grow without limits. Whether you’re stepping into your first leadership role or scaling new heights, your journey starts here. Cleo … never stops
Why Work With Us
Cleo’s people share a genuine respect for each other and for the future we’re helping our customers to create. Beyond guiding how we act, and more important than driving us to deliver solutions that help our company and our customers succeed, our core focus on Appreciation creates something even more essential, for everyone: enduring value.
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Cleo Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
