Reltio Verified

Software, Master Data Management (MDM), SaaS, Data Management

Customer Success Manager

MassachusettsFull Time$121,000–$240,000 /yrPosted 2 months ago

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Role summary

Reltio is seeking a Customer Success Manager (CSM) to drive customer adoption, retention, and growth. The CSM will be the primary post-sale contact, leveraging deep product knowledge, industry insights, and technical expertise to ensure customers maximize value from Reltio's Context Intelligence Platform. Responsibilities include account management for enterprise clients, developing strategic success plans, building trusted advisor relationships, tracking adoption metrics, and identifying upsell/cross-sell opportunities. The role requires a Bachelor's degree or equivalent experience, a minimum of 5 years in a technical CSM or similar role within enterprise software, and expertise in master data management, data governance, data quality, and analytics.

At Reltio®, an SAP Company, we believe data should fuel your success in the enterprise AI era. Our Context Intelligence Platform turns fragmented data into a trusted, connected context so AI agents and systems can act with expert-level judgement at enterprise scale. Reltio’s cloud-native SaaS platform harmonizes, unifies, and governs data across sources and formats—including unstructured data—in real time, turning them into data assets that can be mobilized in milliseconds to any application, user, or AI agent. Trusted by more than 200 of the world’s largest brands across industries such as life sciences, financial services, healthcare, and technology, we fuel frictionless operations and help enterprises accelerate innovation and reduce risk.

At Reltio, our values guide everything we do. With an unyielding commitment to prioritizing our “Customer First”, we strive to ensure their success. We embrace our differences and are “Better Together” as One Reltio. We are always looking to “Simplify and Share” our knowledge when we collaborate to remove obstacles for each other. We hold ourselves accountable for our actions and outcomes and strive for excellence. We “Own It”. Every day, we innovate and evolve, so that today is “Always Better Than Yesterday”. If you share and embody these values, we invite you to join our team at Reltio and contribute to our mission of excellence.

Reltio has earned numerous awards and industry and analyst recognition for our technology, our culture, and our people. Reltio was founded on a distributed workforce and offers flexible work arrangements to help our people manage their personal and professional lives. If you’re ready to work on unrivaled technology where your desire to be part of a collaborative team is met with a laser-focused mission to enable digital transformation with connected data, let’s talk!

Job Summary:

The Reltio Customer Success Manager (CSM) is responsible for driving customer adoption and retention, mitigating risk, and providing guidance and thought leadership for our customers throughout their relationship with Reltio. You will serve as the primary post-sale point of contact after implementation and use in-depth knowledge of the products being sold, the customer industry and/or business processes, and technical expertise to facilitate adoption and utilization of Reltio products. You will inspire and guide customers towards meeting their goals through delivering unified, interoperable data to their business. As a CSM at Reltio, you will be the champion of our customers, building and maintaining strong relationships to ensure their success on our platform and the retention and growth of our customer base.

Job Duties and 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.

Skills You Must Have:

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

Skills That Are Nice to Have:

Previous Reltio Experience

Reltio Certifications

MBA or advanced degree

At Reltio, we take a market-based approach to pay and consider a range of factors. The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and other business considerations. Please note that the individual total compensation for this position will be determined at the Company’s sole discretion using the factors noted. Reltio's current market range for this role is $121,000 - $240,000

Reltio is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Reltio is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities.

At Reltio, we carefully consider a wide range of compensation factors to determine your personal top of market. We rely on market indicators to determine compensation and your specific job family, background, skills, and experience to get it right. These considerations can cause your compensation to vary and will also be dependent on your location.

Overall Market Range

$121,000—$240,000 USD

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