Agiloft
SaaS
PrincipalCustomerSuccessManager,Technical
Neural analysis suggests this role is
optimal for Senior candidates.
“Principal Customer Success Manager, Technical at Agiloft. Skills: technical understanding, relationship management, proactive collaboration. Build and maintain relationships with key customer contacts, implementation teams, partner implementers, and internal stakeholders to ensure continuity and progress on large-scale service engagements.. Partner closely with customers to drive engagement, retention, and expansion.”
What You'll Achieve.
maximize customer value; drive retention and growth; ensure seamless, high-impact customer experiences; increased adoption; contributing to pipeline growth
Industry & Context.
What They're Looking For.
Must Have
5+ years in customer success, account management, or related fields, with experience in technical solutions and complex service engagements., Proven experience in identifying upsell opportunities and driving growth within customer accounts., technical acumen with the ability to deliver product demos and consult on technical configurations., Excellent interpersonal and communication skills, with a focus on customer-centric engagement and cross-functional collaboration., Demonstrated ability to manage multiple accounts and objectives in a fast-paced environment.
What You'll Do.
Build and maintain relationships with key customer contacts
and internal stakeholders to ensure continuity and progress on large-scale service engagements.
Partner closely with customers to drive engagement
Conduct regular Business Reviews with key accounts to assess progress
understand evolving needs
and align on growth strategies.
Proactively monitor customer usage trends to identify potential risks
uncover new opportunities for growth
and recommend strategies for increased adoption.
Act as a trusted advisor to customers
adopting a customer-first mindset to understand their business needs and advocate for their success.
Provide expertise to assess client needs and identify valuable solutions that our product can deliver.
transparent goals to meet client requirements
working closely with internal teams to ensure goal alignment and successful delivery.
Maintain consistent and transparent communication with customers and internal stakeholders
representing the customer’s voice across teams.
Be passionate about data and insights
using data to drive meaningful change and demonstrate measurable impact.
Conduct L1 product demos
review new features and functionalities
and advise customers on technical setups and configurations to enhance their product experience.
Guide feature adoption
facilitate onboarding
and manage change effectively
providing proactive support for key functionalities.
Partner with AEs to identify and qualify upsell opportunities
generating internal referrals and contributing to pipeline growth.
How You'll Work.
Team & Collaboration
Working closely with implementation, support, sales, and engineering teams; Goal Setting & Cross-Functional Collaboration; Effective Communication with internal stakeholders; representing the customer’s voice across teams
Communication Scope
Excellent interpersonal and communication skills; customer-centric engagement; cross-functional collaboration; Effective Communication
Full Job Description
## Description As the most trusted global leader in data-first contract lifecycle management (CLM) software, Agiloft helps organizations manage the end-to-end process of proposing, negotiating, signing, and leveraging contracts using our flexible Data-first Agreement Platform (DAP). With contract data as the foundation, customers quickly and collaboratively reach agreement and leverage contract visibility to thrive with competitive advantage. Employing powerful, pragmatic artificial intelligence as a legal force multiplier, and robust integration capabilities as a data liberator, organizations around the world trust Agiloft’s certified implementers to deliver connected, intelligent, and autonomous solutions across the entire contract lifecycle. Top analysts like Gartner, Forrester, and IDC agree, all showing Agiloft as a leader in the CLM space. Our no code platform is easily managed and administered by business users, which is why Agiloft is the contract you keep: nearly a full 100% of new customers are satisfied with their initial implementations, and some 97% of customers renew every year. Ours is a growing, vibrant, successful company that is at the forefront of a market that is becoming a must-have for all organizations. We believe that the way to build the strongest, most vibrant place to work is to bring in individuals from all walks of life, and to support them in bringing their authentic selves to their day, every day. Our working philosophy is that “EX = CX”: when employee experience is excellent, so is customer experience. We support multiple Employee Resource Groups (ERGs), and offer a working environment that supports healthy work/life balance, including floating holidays and a quarterly, no-questions-asked wellness day. Position Overview As a Principal Customer Success Manager (CSM) with a technical focus, you will be a trusted advisor and strategic partner to high-value accounts, leveraging your deep product knowledge and consultative skills to maximi
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