Customer Success Manager, Digital Success

At Board, we help enterprises plan smarter, drive outcomes, and lead transformation with one single Intelligent Planning Platform.

About Us

Trusted by thousands of leading organizations, over the last 28 years, we have designed our product with enterprise planning agility in mind and the passionate care of our people as our main driver.

We believe every colleague brings unique value to our whole. We collaborate openly and effectively to deliver results, celebrate shared success, thrive on innovation, and embrace a growth mindset to aim higher every day.

Who You Are

Do you enjoy finding solutions aimed at improving customers' lives? Are you detail-oriented yet able to communicate at a high level? Do you have the personality, systematic approach, and know-how to align internal, external, and partner organizations through the customer journey?

If so, keep reading.

Position Overview

Board is seeking a dynamic Customer Success Manager, Digital Success, with proven low touch / tech touch customer success experience. You will use technology to guide customers through their journey, maintain meaningful engagement, augment customer adoption, minimize churn, and turn customers into product champions, intervening when needed.

Responsibilities

• Leverage Board Customer Community, Academy, and other tools to automate the customer experience and improve customer health scores.
• Work with teams to enhance automation and introduce improvements to the digital CS portfolio.
• Maintain consistent digital interactions with customers, providing support and assistance.
• Use software tools to keep customer records current and facilitate communication.
• Develop and execute customer engagement plans to retain and expand accounts.
• Create resources like deployment toolkits to support customer success.
• Implement automation to improve efficiency and satisfaction.
• Design workflows and automation to drive internal efficiencies and deliver value.
• Collaborate with cross-functional teams to meet renewal and upsell targets.
• Support partner collaborations and customer success management.
• Analyze customer data to identify trends and recommend improvements.
• Implement digital strategies to achieve measurable results for customer-facing teams.
• Manage digital tools and promote process improvements.
• Work with leadership to refine customer journey mapping and automation processes.

Requirements

Our Commitment

We value diversity, inclusion, and belonging, fostering a respectful environment where everyone can bring their true self to work. We are an equal opportunity employer, committed to a diverse and inclusive workforce.

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