Customer Success Manager (Scale)
Who We Are
Having surpassed $300M ARR and continuing to grow, Optro is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: Optro is top-rated on Gartner Peer Insights.
At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the seventh year in a row, as ranked by Deloitte!
Why This Role is Exciting:
As a Scale Customer Success Manager at AuditBoard you’ll manage a large book of SaaS customers using digital engagement, automation, and data-driven strategies. This role focuses on delivering value at scale — ensuring product adoption, driving retention, and uncovering growth opportunities — while maximizing efficiency and customer experience. You’ll partner closely with Customer Marketing, Product, and Operations to support thousands of users through lifecycle programs and tech-touch engagement.
Key Responsibilities
- Account Management: Manage a high-volume portfolio by leveraging one-to-many communication strategies and CRM/CS tools to segment accounts and tailor engagement based on specific lifecycle stages and product usage.
- Renewals and Retention: Monitor churn risk through behavioral signals and health scores to deploy automated renewal readiness campaigns and coordinated escalation workflows in partnership with Sales and Renewals.
- Upsell & Expansion: Identify usage-based expansion opportunities and MQLs...