Utilize CS platform tools and dashboards (e.g., Totango) to track customer health, adoption trends, and team performance. * Identify process gaps and drive continuous improvement in workflows ...
Utilize CS platform tools and dashboards (e.g., Totango) to track customer health, adoption trends, and team performance. * Identify process gaps and drive continuous improvement in workflows ...
Evaluate the health scores of our customers using tools like Totango and assign a health score to each customer. Document the rationale for each health score assigned. * Bring intelligent product ...
Evaluate the health scores of our customers using tools like Totango and assign a health score to each customer. Document the rationale for each health score assigned. * Bring intelligent product ...
Evaluate the health scores of our customers using tools like Totango and assign a health score to each customer. Document the rationale for each health score assigned. * Bring intelligent product ...
Evaluate the health scores of our customers using tools like Totango and assign a health score to each customer. Document the rationale for each health score assigned. * Bring intelligent product ...
Evaluate the health scores of our customers using tools like Totango and assign a health score to each customer. Document the rationale for each health score assigned. * Bring intelligent product ...
Evaluate the health scores of our customers using tools like Totango and assign a health score to each customer. Document the rationale for each health score assigned. * Bring intelligent product ...
Totango information
How does a Customer Success Manager using Totango typically collaborate with other departments to enhance the customer experience?
What is Totango?
What is the difference between Totango vs Customer Success Manager?
| Aspect | Totango | Customer Success Manager |
|---|---|---|
| Primary Role | Software platform for customer success management and engagement | Professional responsible for managing customer relationships and retention |
| Required Skills | CRM tools, data analysis, SaaS knowledge | Communication, relationship management, problem-solving |
| Work Environment | Tech companies, SaaS providers, customer success teams | Customer-facing roles across various industries |
| Certifications | None specific, SaaS and CRM familiarity preferred | Customer success certifications beneficial |
While Totango is a software platform used by customer success teams, a Customer Success Manager is a professional role focused on managing customer relationships. Totango enables CSMs to perform their duties more effectively, but they are distinct entities: one is a tool, the other a role.
What are the key skills and qualifications needed to thrive as a Totango Customer Success Manager, and why are they important?
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- Evening Customer Success Manager Edtech
Job description
Overview of Job Function
The Manager of Customer Success leads a team of Customer Success Managers responsible for driving adoption, value realization, retention, and expansion across a defined portfolio of Verint customers. This role owns the operating rhythm for the team, including renewal readiness, CSQL pipeline generation, customer health management, and playbook execution. The Manager is accountable for team-level revenue outcomes (revenue retention, renewal rates, and expansion pipeline) and for developing CSMs into high-performing customer advocates. This role partners cross-functionally with Sales, Product, Marketing, and Professional Services to ensure customers realize measurable value from Verint's platform.
Principal Duties and Essential Responsibilities
Team Leadership & Development
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Lead, coach, and develop a team of Customer Success Managers across varying experience levels.
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Own the full people management lifecycle: hiring, onboarding, performance reviews, development plans, and performance management.
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Establish and run a consistent team operating rhythm, including account health reviews, forecast calls, account planning sessions, and strategy discussions.
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Set clear expectations for CSM activity, output quality, and customer outcomes; hold the team accountable to those standards.
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Build team capabilities through structured coaching on executive engagement, business review delivery, value realization storytelling, and expansion identification.
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Manage team capacity and workload distribution to ensure balanced account coverage.
Revenue Ownership & Customer Outcomes
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Own team-level targets for revenue retention, and CSQL-generated expansion pipeline.
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Hold the team accountable for documenting customer outcomes and value realization, ensuring success stories and measurable results are captured and shared.
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Drive CSM execution against renewal timelines, ensuring early risk identification and proactive intervention.
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Oversee CSQL pipeline generation and qualification, ensuring the team identifies and advances expansion opportunities through the defined approval and staging process.
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Monitor customer health scores, adoption metrics, and risk indicators at the portfolio level; take action when trends signal churn or contraction risk.
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Ensure consistent execution of scheduled customer check-ins, success plans, and periodic business reviews across the team's portfolio.
Customer Engagement & Escalation Management
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Serve as the escalation point for at-risk accounts, engaging directly with customer executives when needed to resolve issues and protect revenue.
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Join strategic customer meetings, executive business reviews, and renewal conversations to reinforce Verint's commitment and value.
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Coach CSMs on building and maintaining multi-threaded relationships with customer stakeholders, including economic buyers and operational sponsors.
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Ensure timely identification, documentation, and resolution of customer concerns across the team.
Cross-Functional Collaboration
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Represent the voice of the customer in cross-functional forums with Sales, Product, Marketing, and Professional Services.
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Partner with Sales leadership on account strategy alignment, handoff processes, and joint renewal/expansion planning.
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Provide structured product feedback to Product teams based on aggregated customer input and adoption data.
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Coordinate with Professional Services and Support to ensure delivery expectations align with customer goals.
Process Ownership & Operational Excellence
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Own playbook execution and iteration for the team, ensuring CSMs follow established engagement models, success planning frameworks, and escalation protocols.
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Utilize CS platform tools and dashboards (e.g., Totango) to track customer health, adoption trends, and team performance.
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Identify process gaps and drive continuous improvement in workflows, templates, and reporting to increase team efficiency and consistency.
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Deliver accurate renewal and expansion forecasts to leadership on a regular cadence.
Minimum Requirements
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Bachelor's degree or equivalent experience.
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4+ years of people management experience leading customer-facing teams, with 6+ years of overall experience in Customer Success, Account Management, or a related function.
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Demonstrated experience managing a team accountable for a book of business, including renewal and expansion targets.
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Working knowledge of CS platforms and tooling (e.g., Totango, Gainsight) and CRM systems (e.g., Salesforce).
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Proficiency in using data, dashboards, and health scoring frameworks to manage customer portfolios and drive team actions.
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Strong interpersonal, communication, and relationship-building skills with the ability to engage customer executives.
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Experience operating in a cross-functional, matrixed environment.
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Strong organizational skills with the ability to prioritize across multiple accounts, team members, and competing demands.
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Ability to travel up to 20% of the time.
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Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations.
Preferred Qualifications
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Experience in workforce management, customer experience, or enterprise SaaS environments.
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Track record of improving net revenue retention or gross renewal rates within a managed portfolio.
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Familiarity with customer segmentation models and tiered engagement strategies.
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Background in coaching and developing Customer Success professionals.
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Experience driving or contributing to a structured expansion pipeline program (e.g. CSQL or similar qualification-based model).
About Verint Systems
Sourced by ZipRecruiter
Verint Systems is a renowned tech firm in the action-centric intelligence segment based in Melville, NY. It leverages customer engagement and cyber intelligence to extract actionable insights from vast quantities of data. The company, founded in 2002, has since secured its spot in the IT and tech industry by delivering innovative and effective solutions tailored for its clients' needs. Known for their customer engagement service, voice of the customer (VoC) software, risk and compliance solutions, and fraud prevention services, they serve many business sectors. Verint's mission is to create a safer world by providing actionable intelligence that empowers organizations to prevent security threats and improve customer engagement.
Industry
It services
Company size
5,001 - 10,000 Employees
Headquarters location
Melville, NY, US
Year founded
1994