Asana

Customer Success Manager, Portfolio Accounts

Asana

full-time

Posted on:

Origin:  • 🇺🇸 United States • California, Illinois

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Salary

💰 $128,000 - $145,600 per year

Job Level

SeniorLead

About the role

  • Partner with customers in an assigned book of business to drive adoption and retention across industries, functions, and customer journey stages
  • Conduct discovery to build rapport and deeply understand customer needs, business processes, and vision
  • Consult on change management to help customers adopt Asana as a way of working
  • Lead design workshops to help customers build or adapt processes and improve Asana usage
  • Surface the best Asana resources based on customer needs
  • Present business reviews showcasing value realized and opportunities for deeper value
  • Empower customers to become self-sufficient Asana champions focused on long-term success and retention
  • Co-create strategies and plays with cross-functional partners to drive engagement, adoption, and retention
  • Proactively partner with Sales and Renewals to flag at-risk accounts and highlight expansion opportunities
  • Liaise with Support and Finance to help resolve customer issues
  • Serve as the voice of customers cross-functionally, providing feedback to Product and broader business
  • Quarterback relationships between clients and professional services teams for purchased services packages

Requirements

  • Minimum 10 years of professional experience
  • At least 5 years of demonstrated success in a SaaS-based Customer Success or Account Management role
  • Subject-matter expertise for an assigned Vertical Markets (Nonprofit, Education, Government, Healthcare)
  • Strong team player
  • Customer-centric mindset and advocacy for customers
  • Solid communicator across Asana, email, phone, and in person with all audiences including executives
  • Self-motivated, curious, bias for action in ambiguous environments
  • Driven, process-oriented with ability to balance competing priorities
  • Ability to travel and meet customers on-site up to 25% of the time
  • Demonstrates curiosity about AI tools and emerging technologies
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