This role focuses on improving how our Customer Success team operates at scale. You will design and implement the systems, workflows, and tools that help CSMs manage renewals, drive expansion, and maintain strong customer health. Your work will directly impact revenue retention, team productivity, and the overall customer experience.
You’ll partner closely with Customer Success, Sales, Product, and RevOps to simplify how work gets done and ensure our operating model supports growth.
What You Will Do- Design and standardize the Customer Success operating model across segments, including renewal management, expansion workflows, churn mitigation, and account planning
- Audit and improve day-to-day CSM workflows, especially across customer interactions and cross-functional handoffs
- Build clear playbooks and deliver training to embed consistent ways of working across the Customer Success team
- Develop and implement automation and AI-driven solutions, including health scoring, renewal risk signals, workflow triggers, and account insights
- Define and operationalize productivity and capacity models, including revenue benchmarks and workload distribution across CSM portfolios
- Identify productivity gaps and rebalance portfolios to improve efficiency and managed revenue capacity
- Partner on hiring and onboarding Associate CSMs, building structured training programs and enablement materials
- Establish reporting frameworks to track managed revenue, retention, expansion pipeline, portfolio health, and productivity metrics
- Collaborate with Product, Sales, RevOps, and Support to improve handoffs, escalation processes, and churn-risk management
- Lead adoption of new processes and tools through training, documentation, and continuous improvement efforts
- Strong experience in Customer Success, RevOps, Strategy & Operations, or Operational Excellence
- Experience improving or scaling post-sales teams in a SaaS environment
- Proven ability to design processes and implement operational improvements that drive measurable outcomes
- Experience applying automation or AI to business workflows
- Strong systems thinking and ability to translate complexity into clear, scalable processes
- Experience building reporting frameworks and defining productivity metrics
- Strong analytical skills with the ability to interpret data and drive decisions
- Ability to influence stakeholders across teams without direct authority
- Experience designing and delivering onboarding or training programs
- Clear and effective communication skills, both written and verbal
- Strong project management skills and ability to drive initiatives from idea to execution
- High ownership and attention to detail
Five weeks paid time off (PTO), 11 company paid holidays, unlimited sick days
Generous healthcare packages & mental health benefits
401K plus matching & equity grants for all new Smartlies
Wellness benefit & learning reimbursement opportunities
Volunteer time off days & company donation matching opportunities
And so much more…
Smartly is committed to being the best place to work for growth-minded individuals to thrive - explore more in our Culture Handbook!
#LI-HYBRID
Smartly is the AI-powered advertising technology company transforming ad experiences for brands and their consumers. Our comprehensive advertising platform seamlessly integrates the capabilities of media, creative, and intelligence to power more than 800 billion impressions and generate more than 300 billion creatives annually, delivering tangible business outcomes for brands and advertisers.
Smartly is the only company in the industry recognized as a Leader in The Forrester Wave: Creative Advertising Technologies with PwC validating the results it delivers for brands. We manage creative and media for 700+ brands worldwide and $6B in ad spend across the largest media platforms, including Facebook, Google, Instagram, Pinterest, Snap, and TikTok. Our end-to-end technology, unmatched access to media platforms and exceptional customer service help Fortune 500 brands to reach and engage consumers and learn what performs best.Smartly is a multinational and diverse team of 750+ Smartlies from 60+ nationalities, working in 13 countries. Together, we want to create and maintain an inclusive environment where everyone feels respected and heard. Our Diversity, Equity & Inclusion approach is at the heart of it.
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What the Team is Saying
What We Do
We solve for advertising campaign and creative complexities - both key elements to the time/money savings and performance that brands, agencies and businesses seek. Our unified platform combines media, creative, and intelligence, offering end-to-end workflows powered by AI across the open and closed web. With over 700 brands and advertisers, we've proven that dynamic and personalized creative makes advertising impactful. We are on a mission to transform the advertising experience for brands and their consumers. ⚡️
Why Work With Us
As a fast-paced growth company, we offer opportunities to maximize learning and amplify impact. Our culture and values have always been the secret sauce of our growth. They define how we aspire to build our adtech product, whom we hire and reward, and how we work towards a shared vision. Join us in moving advertising forward.
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Smartly Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We are a hybrid workplace where Smartlies have the flexibility of hybrid work combining office and work from home. We also offer programs for short-term remote work globally.
