AI Success Manager
Own a portfolio of customers by driving adoption of AI agents, improving outcomes, reducing churn, and expanding accounts. The role requires analytical, customer-focused, autonomous, AI-native, and revenue-oriented account management.
About the job
Responsibilities
- Own a portfolio of SMB-to-enterprise customers.
- Drive adoption and usage of Broccoli’s AI agents.
- Identify and execute expansion opportunities, including increased call volume, additional products, and more locations.
- Monitor account health using data such as usage and bookings.
- Run onboarding and ensure fast time-to-value.
- Work closely with product and engineering to improve customer outcomes.
Requirements
- Comfortable working with data and metrics.
- Able to quickly understand what is working and what is not.
- Demonstrates an operator mindset by independently solving problems and focusing on workflows and outcomes.
- Uses AI tools such as Claude to work faster and automate tasks.
- Understands account growth, identifies upsell opportunities, and is comfortable driving expansion.
- Focuses on customer outcomes including revenue, bookings, and efficiency.
- Willing to encourage customers to change how they operate.
Success Measures
- Accounts expand consistently.
- Customers demonstrate high product adoption and usage.
- Churn is low and net dollar retention is high.
- Customers see clear return on investment.
- Account capacity increases without sacrificing quality through systems and AI.
Skills
AI Agents, Claude, Data Analysis, Customer Onboarding, Account Management, Upselling, Revenue Growth, Product Adoption, Usage Analytics, Workflow Automation
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