Being a Senior Director, Customer Success at iManage Means…
You will lead our Americas team dedicated to ensuring our customers achieve their desired outcomes while growing their relationship with iManage. You will own customer retention, adoption, and advocacy across a high-impact portfolio, leveraging your ability to inspire teams, build trust with executives, and drive meaningful business impact across the organization.
iM Responsible For…
Leadership & Team Development
- Leading and developing a team of customer success professionals to manage strategic customer portfolios while driving accountability for key retention, adoption, and satisfaction metrics; establishing data-driven performance targets aligned to company OKRs and regularly analyzing team performance against targets.
- Developing and mentoring direct reports to think strategically and analytically; providing regular performance feedback aligned to the iThrive framework; fostering a culture of data-driven decision making and continuous learning through coaching and development opportunities.
- Leveraging predictive analytics and customer health scoring models to identify at-risk accounts, churn signals, and expansion opportunities; translating data insights into proactive mitigation and growth strategies that demonstrably reduce churn and increase net revenue retention.
- Conducting regular customer health assessments through direct conversations combined with rigorous data analysis of usage patterns, feature adoption, support ticket trends, and business outcomes; synthesizing insights to prioritize organizational resources and inform product strategy.
- Establishing executive-level customer relationships by conducting Executive Business Calls and Quarterly Business Reviews grounded in data analysis, customer metrics, and competitive positioning; using insights to guide strategic account planning and align customer outcomes with iManage roadmap.
- Developing and executing evidence-based customer adoption, loyalty, communication, and engagement strategies informed by customer behavior data, industry benchmarks, and competitive intelligence; measuring strategy effectiveness through defined KPIs and iterate based on results.
- Designing and implementing strategic customer success programs and enablement content that are informed by customer segmentation analysis, adoption maturity benchmarks, and outcome data; continuously optimizing programs based on performance metrics and customer feedback.
- Coordinating cross-functional initiatives with sales, support, product management, and professional services; using data to identify customer obstacles and barriers to adoption, recommending solutions, and tracking impact on customer outcomes and retention.
- Building and maintaining strong internal partnerships with colleagues in sales, channel, support, product management, and partner enablement; establishing shared data dashboards and reporting to align on customer priorities and cultivate cooperation in customer activities.
- 10+ years of customer success, account management, or customer-facing leadership experience in a B2B SaaS environment, with proven track record managing strategic customer portfolios.
- A demonstrated ability to develop, mentor, and lead high-performing teams through clear goal-setting, performance feedback, and coaching that builds confidence and promotes growth.
- Proven expertise in designing and executing customer retention, adoption, and engagement strategies that measurably improve customer outcomes and reduce churn.
- Strong executive presence and stakeholder management skills with the ability to build trust with C-level customers, influence cross-functional teams, and drive alignment across organizations.
- Demonstrated emotional intelligence with the ability to listen actively, understand diverse perspectives, and lead with empathy while maintaining high standards for accountability and results.
- Strong business acumen with deep understanding of SaaS metrics (retention, churn, net revenue retention), financial impact of customer decisions, and ability to connect customer outcomes to company strategy.
- A proven ability to identify and escalate customer risks, develop mitigation strategies, and communicate transparently with internal and external stakeholders.
- Experience conducting and facilitating complex customer conversations including executive business reviews, health assessments, and success planning sessions.
- Legal and corporate/finance industry knowledge or experience selling/supporting into these verticals.
- A working knowledge of iManage products and solutions, particularly iManage Work, Drive, Tracker, and Insight+.
- Hands-on experience with customer success tools such as Salesforce, or ticketing systems for managing customer interactions and outcomes.
- Project Management Professional (PMP) or ITIL certification.
- Experience implementing enterprise cloud and/or security platform solutions with complex customer bases.
- Demonstrated ability to work effectively both independently and as a collaborative member of a distributed, global team.
iM Getting To…
- Join a rapidly evolving, industry-leading SaaS company on an exciting journey of growth and scalability!
- Take on meaningful, high-impact challenges by leveraging cutting-edge technologies and best-in-class protocols to drive innovation.
- Own my career path with our internal development framework. Ask us more about this!
- Expand my skill set and earn certifications with unlimited access to LinkedIn Learning courses and interactive Microsoft courses & training.
- Be part of a supportive and experienced team within a dynamic, inclusive, and encouraging culture.
- Enjoy flexible work hours that empower me to balance personal time with professional commitments.
- Collaborate in a modern, open-plan workspace featuring a gaming area, free snacks and drinks, and regular social events.
- Creating an inclusive environment where I can help shape the culture not just by fitting in, but by adding to it.
- Providing a market competitive salary that is applied through a consistent process, equitable for all our employees, and regularly reviewed based on industry data.
- Rewarding me with an annual performance-based bonus.
- Offering comprehensive Health/Vision/Dental/Life Insurance, and a 401k Retirement Savings Plan with a company match up to 4%.
- Granting enhanced leave for expecting parents; 20 weeks 100% paid for primary leave, and 10 weeks 100% paid for secondary leave.
- Providing me with a flexible time off policy to take the time off that I need. Be it for vacation, volunteering, celebrating holidays, spending time with family, or simply taking time to recharge and reset.
- Having multiple company wellness days each year to prioritize mental health and well-being.
- Providing access to RethinkCare, a global behavioral health platform that enhances personal well-being, strengthens professional resilience, and empowers parental success through expert-led training and resources.
iManage is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity via text and exclusively communicates from emails using the @imanage.com domain. If you have any concerns or questions about communications you have received, please send them to [email protected] so our team members can review.
About iManage…
At iManage, we are dedicated to Making Knowledge Work. Our intelligent, cloud-enabled, and secure platform is trusted by 4,100+ customers and 430,000 users worldwide, managing over 11 billion documents and 11 petabytes of data. We empower professionals across 65+ countries to unlock the full potential of their business content and communications.
We are continuously innovating to solve the most complex professional challenges and enable better business outcomes; Our work is not always easy but it is ambitious and rewarding.
So we’re looking for people who embrace challenges. People who thrive on solving problems, pushing boundaries, and collaborating with the industry’s best and brightest. That’s the iManage way. It’s how we turn the impossible into reality, empower our employees to grow, unlock their potential, and create a meaningful impact on everything we do.
Whoever you are, whatever you do, however you work. Make it mean something at iManage.
iManage provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Learn more at: www.imanage.com
Please see our recruitment privacy statement for more information on how we handle your personal data.
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Skills Required
- 10+ years of customer success, account management, or customer-facing leadership experience in a B2B SaaS environment
- Experience managing strategic customer portfolios
- Ability to develop, mentor, and lead high-performing teams
- Expertise designing and executing customer retention, adoption, and engagement strategies
- Strong executive presence and stakeholder management skills, including C-level customer engagement
- Emotional intelligence, active listening, empathy, and accountability
- Strong business acumen and understanding of SaaS metrics, including retention, churn, and net revenue retention
- Ability to identify customer risks, develop mitigation strategies, and communicate with stakeholders
- Experience facilitating executive business reviews, customer health assessments, and success planning sessions
- Legal and corporate or finance industry knowledge or experience
- Working knowledge of iManage products, particularly iManage Work, Drive, Tracker, and Insight+
- Experience with customer success tools such as Salesforce or ticketing systems
- Project Management Professional or ITIL certification
- Experience implementing enterprise cloud or security platform solutions
- Experience working independently and collaboratively on distributed, global teams
iManage Compensation & Benefits Highlights
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Healthcare Strength — Medical, dental, vision, and life insurance are paired with programs like an expanded EAP, HealthJoy, Hinge Health, Wondr Health, and mental-health apps/resources. Feedback suggests this breadth of support is a standout for a mid-size tech employer.
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Parental & Family Support — Gender-agnostic paid parental leave with tenure-based tiers, childcare resources, and a return-to-work program are highlighted alongside global parenting support via RethinkCare. Feedback suggests these offerings make it easier for caregivers to navigate leave and re-entry.
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Leave & Time Off Breadth — A flexible, non-accrual “iMAway” PTO policy, wellness days, paid holidays, and unlimited sick time emphasize time to recharge. Feedback suggests the trust-based approach and hybrid flexibility support work–life balance.
iManage Insights
What We Do
iManage is dedicated to Making Knowledge Work. Over one million professionals across 65+ countries rely on our intelligent, cloud-enabled, secure knowledge work platform to uncover & activate the knowledge that exists inside their business content and communications. We are continuously innovating to solve the most complex professional challenges & enable better business outcomes. Our work is not always easy but it is ambitious & rewarding. We are a people-first company where our employee's wellbeing is our #1 priority! That’s why we offer generous paid time off, private benefit packages that include Health/Vision/Dental/Life, plus our employee assistance program (EAP) and HealthyMinds app to support your mental health and wellbeing. We realize that work is more than just a paycheck; it’s an important part of living and growing. We strive to have a positive impact on families and a commitment to creating an organization where everyone can thrive. We’re on a mission to foster an environment where everyone makes progress, innovates, and comes together as part of a best-in-class workplace. Everyone at iManage plays an important part in achieving our vivid future.
Why Work With Us
We’re looking for people who love a challenge. People who are happiest when they’re working hard, solving problems, and collaborating with the industry’s best and brightest. In exchange, we’ll make sure the work you do here is worth doing. That’s the iManage way. It’s how we do things that might appear impossible.
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iManage Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We provide flexibility for our employees to have a meaningful work-life balance as remote workers, & an option to work from 1 of 7 global offices





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