Rollstack Logo

Rollstack

Customer Success Manager

Posted Yesterday
Remote
Hiring Remotely in United States
Mid level
Remote
Hiring Remotely in United States
Mid level
The Customer Success Manager will own client onboarding and activation, manage ongoing relationships, drive account growth, and develop scalable engagement processes while collaborating with cross-functional teams.
The summary above was generated by AI

At Rollstack, we are revolutionizing the way businesses share and communicate data and insights. Organizations worldwide rely on slide decks and documents to make informed decisions, whether for leadership, clients, or partners. Yet, preparing these materials often consumes countless hours. Rollstack fully automates that.

We help some of the world's leading organizations—from mid-sized to public companies like SoFi, Zillow and Whirlpool—in automating their slide decks and documents. Headquartered in New York, we offer a remote-friendly workplace and are backed by Insight Partners and Y Combinator, the most successful startup incubator in the world that produced the likes of Airbnb, Twitch, Instacart, Dropbox, Reddit, Doordash, Stripe, Coinbase, etc.

Our team operates with speed and focus to deliver outsized impacts for our customers. We approach every challenge with first principles, never assuming things have to be done a certain way. We are a diverse team that believes intelligence and kindness go hand in hand, welcoming individuals from all backgrounds. Our persistence and rapid execution define us as a category leader and a future generational company.

About the Role

We're looking for a Customer Success Manager to own the customer journey, ensuring rapid adoption, long-term retention, and expansion of our product within key accounts. You’ll work cross-functionally with Sales, Product, and Engineering to drive meaningful outcomes for the business and our users, including improving customer satisfaction, reducing churn, and identifying growth opportunities.

What You Will Do
  • Own Client Activation & Onboarding — Become a Rollstack subject matter expert and lead new client onboarding from deal closure through initial adoption, running onboarding and follow-up sessions to ensure clients start seeing value immediately.
  • Coordinate Cross-Functional Kickoffs — Work closely with Account Executives, Product, and Engineering to schedule and execute onboarding sessions, and ensure alignment across teams.
  • Manage Ongoing Client Relationships — Lead strategic, value-driven business reviews to ensure progress towards customer goals, address challenges, and proactively support retention and growth.
  • Directly Responsible for Net Dollar Retention (NDR) — Identify and close upsell/expansion opportunities as well as manage account renewals.
  • Build Scalable Engagement Processes — Develop templates, workflows, and session structures that streamline onboarding and ongoing success across multiple accounts.
  • Experiment & Iterate — Continuously refine client engagement strategies based on feedback, adoption data, and outcomes to improve satisfaction and long-term retention.
Who We Are Looking For
  • 3+ years of Enterprise Customer Success or Account Management experience in the data and analytics space.
  • A track record of driving adoption, retention, and account growth across Enterprise sized accounts (5,000+ employees).
  • Strong proficiency in Salesforce and experience with leveraging BI tools such as Tableau to monitor customer usage patterns to inform engagement strategies.
  • Meaningful understanding of the BI and analytics industry, including the technology leveraged, and the roles served.
  • Have experience communicating product value to a diverse range of technical and non-technical stakeholders.
  • An analytical mindset with a track record of utilizing data to drive positive customer outcomes and business initiatives.
  • Location: Pacific Time Zone
Bonus Points (but not required)
  • Experience in early-stage or Series A SaaS startups
  • Experience implementing and managing NPS tracking and customer health scoring
  • Curiosity and a genuine passion for helping customers succeed and shaping product outcomes
Why Join Us
  • Join a Y Combinator-backed company that’s redefining how individuals and teams—across industries and around the world—work smarter and faster.
  • Work alongside an exceptional team of builders and operators, including alumni from Amazon, Pinterest, Tesla, Nvidia, and AiFi.
  • Be part of a fully remote, globally diverse workplace that values autonomy, impact, and collaboration.
  • Contribute to a product that users love and that truly sells itself—built by a world-class product and engineering team.
  • Look forward to bi-annual team offsites in destinations that belong on your travel bucket list.
  • Earn competitive compensation and meaningful equity in a fast-moving, high-leverage startup where your work directly shapes the company’s trajectory.

Top Skills

Salesforce
Tableau

Similar Jobs

8 Hours Ago
In-Office or Remote
Seattle, WA, USA
145K-228K Annually
Senior level
145K-228K Annually
Senior level
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
The Principal Customer Success Manager will build relationships with C-suite customers, guiding success plans, mitigating churn, and driving product adoption while collaborating internally and managing high-value accounts.
Top Skills: ConfluenceGainsightJIRASalesforceTableau
8 Hours Ago
In-Office or Remote
Mountain View, CA, USA
145K-228K Annually
Senior level
145K-228K Annually
Senior level
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
The Principal Customer Success Manager engages with enterprise customers to ensure value realization from Atlassian solutions, guiding them through product adoption and strategic planning.
Top Skills: ConfluenceGainsightJIRASalesforceTableau
8 Hours Ago
In-Office or Remote
Washington, DC, USA
145K-228K Annually
Senior level
145K-228K Annually
Senior level
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
The Principal Customer Success Manager develops relationships with executives, drives product adoption, mitigates churn, and executes strategies for high-value accounts.
Top Skills: ConfluenceGainsightJIRASalesforceTableau

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account