Customer Success & Product Manager

About the Role

We are looking for a highly driven, technically curious, and customer-obsessed Customer Success & Product Manager to join our fast-growing team.

This role sits at the intersection of Customer Success, Product, and Solutions Engineering. You will work closely with customers to understand how they operate, help them get the most value from our platform, and translate their workflows, requirements, and feedback into actionable solutions for our Product and Engineering teams.

You will not simply answer customer questions. You will roll up your sleeves and use the product yourself, build AI-powered workflows, configure integrations, troubleshoot implementations, create demos, and work cross-functionally to turn customer needs into product improvements.

This is an ideal role for someone who is high-ownership, meticulous, technically curious, and comfortable figuring things out without having every step defined for them.

Responsibilities

Key Responsibilities

Customer Success & Onboarding

Respond to customer inquiries and requests quickly and professionally, removing blockers that may delay onboarding or product adoption.

Own customer requests from initial inquiry through resolution, ensuring clear follow-through and communication.

Build strong relationships with customers and develop a deep understanding of their businesses, workflows, goals, and pain points.

Proactively identify opportunities to improve customer adoption, engagement, and satisfaction.

Help customers understand and maximize the capabilities of the platform.

Identify opportunities to expand customer usage and recommend higher-tier plans or additional capabilities when appropriate.

Product Implementation & Technical Solutions

Become an expert user of our Central products, including advanced functionality and integrations.

Build and configure workflows on behalf of customers.

Work with advanced capabilities such as

AI prompting and prompt optimization

Webhooks

APIs and API connections

Zapier and other third-party integrations

Scripting and automation

Account and workflow configuration

AI-powered workflows and agents

Troubleshoot customer implementations and determine whether issues can be resolved through configuration, workflow changes, or product enhancements.

Experiment with new product capabilities and determine practical use cases for customers.

Create proof-of-concepts, demos, and customized solutions that showcase the platform's capabilities.

Customer-to-Product Feedback

Conduct calls and conversations with customers to understand their workflows, requirements, and desired outcomes.C

Translate customer needs into clear product requirements, user stories, specifications, and implementation details.

Work closely with Product and Engineering to communicate customer requirements and ensure solutions are accurately understood and implemented.

Help identify recurring customer pain points and opportunities for product improvements.

Participate in product discussions and provide customer-informed input into feature development and prioritization.

Follow up with customers and internal teams throughout the development and implementation process.

AI & Product Enablement

Use AI tools to research, prototype, improve prompts, build workflows, and accelerate customer solutions.

Develop compelling product demos and examples tailored to specific customer use cases.

Continuously experiment with new AI tools, techniques, integrations, and product capabilities.

Stay current with developments in AI automation and identify opportunities to apply them to customer workflows.

Help create customer-facing guides, documentation, specifications, and other enablement materials.

Account & Documentation Management

Modify and configure customer accounts within the platform as needed.

Manage the operational back-and-forth associated with customer documentation, including contracts, specifications, guides, requirements, and implementation materials.

Maintain accurate records of customer requirements, configurations, workflows, and outstanding items.

Ensure customer requests and commitments are properly documented and communicated to relevant internal teams.

Growth & Expansion

Develop a deep understanding of each customer's business and identify opportunities where additional product capabilities can create value.

Identify potential upsell and expansion opportunities and work with the appropriate teams to convert those opportunities.

Participate in customer expansion conversations and product demonstrations.

Commission opportunities may be available for qualified upsell and expansion activity.

Requirements

What We're Looking For

Must-Have Qualities

High ownership

You take responsibility for outcomes rather than waiting to be told what to do.

Customer obsessed

You genuinely care about solving customer problems and making customers successful.

Highly detail-oriented

You catch small issues before they become larger problems.

Technically curious: You don't need to be a software engineer, but you should be comfortable learning technical concepts and experimenting with APIs, integrations, automation, and AI tools.

Fast learner: You can quickly learn a new product, understand how it works, and figure out how to apply it to different customer scenarios.

Resourceful

You are comfortable operating with limited guidance and finding answers independently.

Strong communicator

You can translate complex customer needs into clear requirements for Product and Engineering teams.

Strong problem solver

You can break ambiguous customer problems into practical solutions.

Organized and structured

You can manage multiple customers, requests, projects, and follow-ups without losing track of details.

Commercially minded

You understand that successful customers can lead to retention, expansion, and revenue growth.

Technical Curiosity

Experience or familiarity with any of the follow