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[Remote] Digital Customer Success Manager

Work from home Full-time role Hiring

Note: The job is a remote job and is open to candidates in USA. LeanData is a company that helps the world’s fastest-growing companies automate, simplify, and accelerate revenue. They are seeking a Digital Customer Success Manager who will own a portfolio of 250–300 smaller commercial accounts, utilizing AI to enhance customer engagement and retention outcomes while building a next-generation Customer Success organization.

Responsibilities

  • Own retention outcomes across a 250–300 account digital portfolio, with AI agents as your first line of monitoring and customer engagement
  • Triage AI-surfaced risk signals and determine when human engagement is required vs. when an automated playbook is sufficient
  • Intervene on churn risk, silent accounts, and adoption drop signals before they become losses
  • Partner with Account Management on expansions
  • Automate the guidance given to customers to get them towards deep adoption of LeanData's core workflows — routing, matching, and orchestration — as the primary retention lever
  • Use AI-generated summaries and in-product benchmarks to help customers see their value without requiring a live EBR
  • Identify customers who have plateaued in adoption and design targeted re-engagement sequences
  • Monitor AI-ranked expansion signals and convert top opportunities through self-serve or light-touch engagement
  • Surface multi-threading opportunities in single-stakeholder accounts and introduce LeanData to additional personas
  • Partner with AEs on accounts showing expansion readiness above a defined ARR threshold
  • Contribute to the design and iteration of automated touchpoint sequences, playbooks, and nurture programs for the digital tier
  • Identify gaps where AI coverage is insufficient and flag for human escalation or program improvement
  • Experiment with in-product messaging, video outreach, and community-led engagement as low-cost, high-scale channels

Skills

  • 1-3 years of Consulting, Customer Success, Account Management, or related experience in B2B SaaS
  • Analytical mindset: able to interpret health score trends, usage data, and risk signals to prioritize action
  • Comfort operating with AI tools, automation platforms, and data-driven workflows; enhance and build new agents that are needed
  • Strong understanding of RevOps, Marketing Ops, and GTM Ops, key workflows, and empathy for the challenges faced by the people running these operations
  • Strong written communication: you'll do more via email, video, and async channels than on live calls
  • Experience with running a book of business in a data driven manner through a CS platform
  • Demonstrated ability to manage a high-volume account book (100s of accounts) with strong retention outcomes
  • You've worked in a scaled or digital CS model before and know the difference between coverage and connection and when to apply the appropriate touch
  • You're excited about AI as a force multiplier and have used AI to build things to make yourself more efficient and or to improve the customer experience
  • You think in portfolios, not individual accounts — you make triage decisions, not just relationship decisions
  • You have a bias for building: you'll improve playbooks, flag gaps, and contribute to a model that doesn't fully exist yet
  • Salesforce proficiency

Benefits

  • LeanData covers employee insurance premiums up to 90%
  • Stock options in LeanData for all full-time employees
  • Flexible PTO
  • 401K plan

Company Overview

  • LeanData is a platform that enables revenue teams (marketing, sales, customer, and partner ops) to manage all go-to-market motions. It was founded in 2012, and is headquartered in Sunnyvale, California, USA, with a workforce of 51-200 employees. Its website is http://www.leandata.com.
  • Company H1B Sponsorship

  • LeanData has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2023, 1 in 2022, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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