Senior Customer Success Manager

The Senior Customer Success Manager (Sr CSM) isa key member of our Customer Experience team and is responsible for developing and supporting astrong sense of partnership between

Omaticandour top customers.

The ideal Sr CSM is a friendly,proactive communicator who can quickly apply critical thinking to solve unexpected challenges.

The Sr CSMis an extension of his/her customer’s team, helping them to drive their desired outcomes while maximizing the value of their

Omaticsolution(s) and is atrustedpartnerwithinternal

Omaticteamsto ensure the voice of the customer is represented in all that we do.

• Own and grow a portfolio of the organization's most strategic and complex enterprise accounts, serving as a trusted advisor to senior and executive-level stakeholders and shaping long-term account strategy rather than just managing day-to-day needs.
• Lead high-stakes account escalations end-to-end, exercising independent judgment to determine resolution paths and coordinating across departments — including at the executive level when necessary — to protect key relationships.
• Serve as the senior voice of the customer within the organization, influencing how customer needs and concerns are prioritized and addressed at a strategic level.

• Own NPS and customer health reporting for a strategic book of business, translating data into actionable retention and growth strategies that are shared with leadership.
• Proactively identify patterns across accounts — not just individual issues — and lead cross-functional initiatives to address systemic drivers of churn or low adoption.
• Design and refine adoption strategies based on usage data and customer goals, ensuring the most complex accounts fully realize ROI from their Omatic investment.

• Act as a strategic partner to Sales, Professional Services, Product, and Accounting — influencing roadmap prioritization, deal structuring, and account strategy based on deep customer insight.
• Lead cross-selling and upselling motions for top-tier accounts, often owning the strategy and business case rather than simply flagging opportunities.
• Mentor and coach junior CSMs, sharing account management expertise and modeling best practices for the broader team.

• Own renewal strategy and forecasting for a strategic account portfolio, taking accountability for retention and expansion targets (NRR/GRR contribution) at the individual book level.
• Build and execute multi-year account plans that proactively address risk and identify growth opportunities well ahead of renewal cycles.

• Serve as a subject-matter expert on Omatic's solutions and the broader nonprofit/fundraising technology landscape, advising customers on strategic decisions tied to industry trends and competitive dynamics.

• Lead the development of best practices, playbooks, and training materials for the Customer Success team, driving consistency and maturity across the function.
• Partner with CX leadership on strategic initiatives, including team structure, process design, and program development.

• Partner with Professional Services on complex implementations as needed, leveraging deep process knowledge to support the highest-risk or highest-value projects.
• Represent Customer Success in cross-functional or company-wide strategic initiatives as identified by CX leadership.

• Bachelor's degree and 5+ years of experience in Customer Success or account management, with a strong track record managing strategic, complex, or enterprise-level accounts
• Demonstrated…