Reltio · 1 day ago
Customer Success Manager - East
United States
Full-time
Remote
Mid, Senior Level
$100K/yr - $187K/yr
5+ years expReltio is a company focused on data unification and management, empowering businesses with AI-powered solutions. The Customer Success Manager (CSM) will drive customer adoption and retention, serving as the primary post-sale contact and guiding customers towards achieving their goals through effective use of Reltio's products.
Agentic AIAnalyticsData GovernanceData IntegrationData ManagementPaaSSaaSSoftware
Responsibilities
Account management for large enterprise customers to help them gain value from Reltio as measured by retention, adoption, growth, and customer advocacy
Provide required visibility into Customer health by identifying adoption opportunities and retention risk to align internal teams around customer’s success
Build a comprehensive understanding of customers' business goals and objectives, crafting a strategic success plan that aligns with and supports the achievement of those goals
Document and review the success plan, provide guidance on the customer journey and use a consultative approach to help customers achieve their goals
Hold and grow a trusted advisor relationship with customer sponsors to such that all activities are closely aligned with the customer's business case, strategy and goals allowing the full potential of the Reltio solutions to be realized
Track, report, and benchmark all milestone related adoption activities such that the overall success of the customer's initiative can be closely monitored including visibility to the executive sponsors
Actively promote all current products the customer has licensed while identifying additional opportunities to showcase additional features, products and services
Demonstrate product features beyond central functionality to help the customer achieve specific business results and maximum value
Recommends specific solutions to achieve the customer's desired result that align with best practices of the product and industry
Design metrics and measures in order to measure ROI on the company's products by the customer
Timely data capture and documentation within internal applications to ensure data driven decisions are being made to proactively identify adoption and retention risk
Work closely with the sales team to identify and pursue upsell and cross-sell opportunities, foster synergy, create alignment and collaborate on the creation of customer value
Partner with extended customer-facing account teams to develop strategic and technical plans that help customers achieve their business objectives. Manage the execution of these plans including the tracking of objectives, stakeholders, milestones, risks and metrics
Work with Marketing teams to boost customer advocacy and develop case studies
Facilitate and lead customer meetings with an agenda driven prescriptive approach to capture and measure their outcomes and value using our product
Identify, document and track critical customer information such as usage, health scoring and desired outcomes to make data driven decisions across the organization to proactively identify and mitigate risk
Qualification
Required
Bachelor's degree or equivalent experience
Minimum 5 years relevant work experience as a Technical CSM, Technical Account Manager or Success Architect in Enterprise Software space
Deep knowledge of cloud software solutions, master data management, data governance, data quality and analytics concepts, architecture and use cases
Ability to apply experience and deep industry knowledge to understand and navigate a customer's decision-making process, goals, strategies, and business objectives
Ability to build consultative effectiveness and establish trust with internal and external customers
Ability to clearly articulate and quantify the business value that the solution delivers, as well as the specific business problems it addresses
Possess strong presentation, verbal and written communication skills and command credibility with senior executives
Previous experience and expertise in data management consulting or solutioning
Previous experience and expertise in software architecture and understanding how applications fit together within a customer's ecosystem
Proven effectiveness at leading and facilitating executive meetings and workshops
Strong discovery skills to uncover customer problems and the value associated with solving them
Preferred
Previous Reltio Experience
Reltio Certifications
MBA or advanced degree
Company
Reltio
Reltio powers real-time data intelligence and AI transformation with enterprise-grade security and governance.
201-500 employees
H1B Sponsorship
Reltio has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (9)
2023 (13)
2022 (10)
2021 (11)
2020 (10)
Funding
Current Stage
Late StageTotal Funding
$237MKey Investors
Brighton Park CapitalNew Enterprise Associates
2021-11-04Series E· $120M
2018-05-24Series D· $45M
2017-04-18Series C· $40M
Leadership Team
Manish Sood
Chief Executive Officer, Founder & Chairman
James Redfern
Chief Financial Officer
Recent News
2026-01-16
Business Insider
2025-12-15
Company data provided by crunchbase