Customer Success Manager
Manage critical bank partnerships, drive joint initiatives, and build partner management models for an embedded tax platform. Requires experience in partner management or business development, ideally in financial services.
AI Account Strategist
Leads implementation and success for brand partners by integrating AI into social, support, creator, and content workflows. Requires 3+ years in customer success or digital leadership, deep social media expertise, and AI curiosity.
110k – 180kPalo Alto, CACustomer SuccessHybrid3+ YOE
About the role
Responsibilities
- Lead the full customer journey: onboarding, education, account strategy, workflow implementation, health monitoring, and renewals
- Partner with marketing, brand, and social teams to translate goals into scalable, intelligent AI workflows
- Help customers deploy AI agents for engagement, listening, creator tracking, and analytics
- Monitor usage trends, surface insights, and ensure long-term health and retention
- Capture and relay structured product feedback to design and engineering
- Build internal onboarding tools, case studies, and best practices to scale customer adoption
Requirements
- 3+ years in customer success, partnerships, or brand-side digital leadership roles, especially at high-growth startups or AI-enabled companies
- Deep understanding of social media and creator marketing dynamics—either from agency, brand, or SaaS-side experience
- Natural curiosity about AI and automation—you experiment with new tools and workflows and help others do the same
- Strong written and verbal communicator who thrives in a fast-paced, high-context environment
- Proven track record of performance and initiative; multiple promotions or cross-functional project ownership
Nice-to-Haves
- MBA preferred
- Experience onboarding SaaS or AI tools into brand organizations
- Familiarity with tools like OpenAI, Zapier, Notion, Slack, Linear, or internal workflow builders
- Exposure to customer training, onboarding documentation, or success enablement
- Background supporting DTC, beauty, or wellness brands
Compensation & Benefits
- Competitive compensation and early equity
- Health, vision, and dental benefits + 401(k) match
- Clear career growth opportunities
- Free lunch in Palo Alto
Skills
AI WorkflowsOpenAIZapierNotionSlackLinearSocial Media MarketingCreator MarketingCustomer SuccessSaas Onboarding
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