Anecdotes

Customer Success Manager

Anecdotes

full-time

Posted on:

Location Type: Remote

Location: Remote • New York • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Serve as the primary liaison between anecdotes and our customers, ensuring seamless communication, coordination, and partnership across all interactions.
  • Act as a trusted advisor to customers as they modernize and scale their GRC programs using the anecdotes platform, providing best practices, industry insights, and strategic guidance.
  • Develop a deep understanding of each customer’s goals, workflows, compliance requirements, and product configuration to continually deliver measurable value and drive ongoing engagement.
  • Monitor customer health, product usage, and sentiment to detect risks early, drive proactive engagement, and improve satisfaction and retention.
  • Lead Executive Business Reviews (EBRs/QBRs) that highlight ROI, adoption trends, maturity progress, and alignment on forward-looking strategies.
  • Collaborate cross-functionally with Product, Support, and Sales to advocate for customer needs, quickly resolve challenges, and provide feedback that informs product roadmaps and customer-centric improvements.
  • Manage value realization and lead the process for renewals and expansions, ensuring alignment on outcomes while driving successful negotiations that support long-term partnership growth.
  • Maintain accurate documentation, account plans, customer insights, and health indicators across internal systems (CRM and CS platform) to support effective account management.

Requirements

  • 3+ years in Customer Success or Account Management in a SaaS or technical product environment.
  • Proven ability to manage customer relationships simultaneously, with strong retention results of enterprise customers.
  • Demonstrated technical aptitude and are comfortable navigating data-driven platforms, integrations, and workflow logic.
  • Understanding of GRC frameworks (e.g., SOC 2, ISO 27001, NIST, HIPAA) and the ability to translate compliance concepts into actionable customer outcomes.
  • Excellent communication and presentation skills; can influence both technical users and executive stakeholders.
  • Analytical and problem-solving mindset; able to turn data into insight and action.
  • Strong cross-functional collaboration skills (Product, Onboarding, Support, Sales).
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Remote work options

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer successaccount managementdata-driven platformsworkflow logicGRC frameworksSOC 2ISO 27001NISTHIPAA
Soft skills
communication skillspresentation skillsinfluencing skillsanalytical mindsetproblem-solving skillscross-functional collaboration