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
Company H1B Sponsorship