Customer Success Manager - Portfolio Accounts
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About This Role
Asana is seeking a Customer Success Manager to partner with customers and help them achieve their business objectives using Asana's work management and AI coordination platform. The role involves working with customers across industries and functions, conducting discovery to understand their needs, and consulting on change management to help them adopt Asana. The Customer Success Manager will also drive AI adoption strategy and empower customers to become self-sufficient Asana champions. The role is based in San Francisco with a hybrid schedule. The ideal candidate has 5+ years of experience in Account Management or Customer Success, data literacy, and experience with AI adoption consulting.
Key ResponsibilitiesAI-extracted
- 1Conduct discovery to build rapport and understand customers' needs, business processes, and vision
- 2Consult on change management to help customers adopt Asana as a new way of working
- 3Lead design workshops to give customers firsthand experience building and adapting their processes in Asana
- 4Deliver storytelling business reviews that articulate value realized and identify areas of opportunity for deeper impact
- 5Empower customers to become self-sufficient Asana champions, balancing immediate needs with long-term success and retention
RequirementsAI-extracted
- 5+ years of demonstrated success in an Account Management or Customer Success role
- Data literacy: Comfortable working with usage data, health scores, and platform analytics to inform account strategy and customer conversations
- AI adoption consulting: Experience helping customers evaluate, adopt, or scale AI tools in their workflows, or a demonstrable ability to learn and advise on this rapidly
- Change management for technology transitions: Ability to guide organizations through process and behavioral shifts, especially as AI capabilities evolve
Perks & BenefitsAI-extracted
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