Customer Success Manager (CSM)
Treasure AI · Boston, United States · hybrid
Treasure AI:
Treasure AI is the agentic experience platform built to acquire, retain, and grow your most valuable customers. Powered by AI, Treasure AI is shaped by human creativity and always-on through continuous, context-driven action.
Furthermore, Treasure AI employees are enthusiastic, data-driven, and customer-obsessed. We are a team of drivers—self-starters who take initiative, anticipate needs, and proactively jump in to solve problems. Our actions reflect our values of honesty, reliability, openness, and humility.
Your Role:
Are you an expert Customer Success professional looking for a collaborative and exciting new opportunity? Treasure AI might be the right place for you!
Our Customer Success team partners with existing customers to grow the value our CDP brings to their organizations. As a Customer Success Manager, you will lead the day-to-day relationship with your customers, driving their strategic success through goal setting and action planning with tools such as use case workshops and maturity assessments.
Customer Success Managers also serve as the voice of the customer within Treasure AI. We work with all teams—including Product Management, Engineering, Marketing, Industry Principals, and Professional Services—to ensure our customers are successful. You will also represent Treasure AI to our customers, sharing roadmap updates and facilitating conversations between the customer and our Product teams. Our work is critical to the company's success, and we have an exciting opportunity to propel the company to the next stage of our evolution!
Responsibilities:
- Build and maintain success plans with customer leadership centered around growing the value generated by Treasure AI.
- Encourage and enable adoption of our entire product, finding opportunities for expansion across the enterprise.
- Work with internal teams and external partners to ensure smooth implementations and ongoing strategic support is delivered in a timely and relevant manner.
- Strategically use our success tools, including Slack, QBRs, customer on-sites, our incredible Support team, brilliant Industry Principals, Professional Services team, and hardworking Executive Sponsors.
- Partner with Marketing to drive joint customer success stories and co-marketing opportunities.
- Use AI tools (e.g., Treasure Work) to synthesize product usage signals, support history, and engagement data to proactively identify adoption gaps, at-risk accounts, and high-impact expansion opportunities.
- Act as an AI guide for customers, helping them apply Treasure AI capabilities to accelerate their own data strategies and deliver measurable outcomes.
- Leverage AI to streamline administrative tasks such as account planning, research, meeting preparation, and the generation of executive briefings or SBR materials.
Job Requirements:
- 5+ years of Customer Success or related experience.
- Proven track record of communicating across business and technical concepts (e.g., ROAS, critical metrics, Big Data and Analytics, Data Warehousing, API and software integrations, and SQL).
- Background in one or more of the following areas is ideal: Marketing, SaaS/Martech/Adtech, Analytics/Business Intelligence.
- Independent drive for continuous improvement.
Physical Requirements:
Working out of the Mountain View, CA, New York, NY or Boston, MA office according to our “Global Hybrid Working Policy": 3 days in office, 2 days remote.
Travel Requirements:
25% travel average, with the opportunity to travel more if desired.
Perks and Benefits (US):
Our benefit package showcases our culture of care and empathy with
- Comprehensive medical, dental, vision plans and Employee Assistance Program (EAP)
- Competitive compensation packages
- Company paid life insurance 3x salary
- Company paid short- and long-term disability coverage
- Retirement planning (401K) with 4% company match
- Restricted Stock Units (RSU)
- Flexible Time Off (FTO)
- Up to 26 weeks paid parental leave including a post-partum night nurse
- Comprehensive support and access to care for everyone, everywhere through Carrot - our global reproductive health and family-building benefit.
Our Dedication to You:
We value and promote diversity, equity, inclusion, and belonging in all aspects of our business and at all levels. Success comes from acknowledging, welcoming, and incorporating diverse perspectives.
Diverse representation alone is not the desired outcome. We also strive to create an inclusive culture that encourages growth, ownership of your role, and achieving innovation in new and unique ways. Your voice will be heard, and we will help amplify it.
Agencies and Recruiters:
We cannot consider your candidate(s) without a contract in place. Any resumes received without having an active agreement will be considered gratis referrals to us. Thank you for your understanding and cooperation!
This description captures the core of the role today. As we adopt AI and new ways of working, responsibilities may evolve, and we encourage team members to take initiative, lean into change, and help expand the impact of their role beyond what’s listed here.