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Full-time
Posted 1d ago
Apply by Aug 11
~40 hrs/week
Responsibilities
The Digital Customer Success Manager will manage a portfolio of customers to drive renewals, increase product adoption, and reduce churn risk. They will also support the optimization of the Customer Success Platform and execute scalable digital engagement programs.
Requirements
Candidates must have 3-5+ years of experience in customer success or renewals management with proficiency in Salesforce and CRM data management. Strong analytical, organizational, and project management skills are required to translate business needs into scalable processes.
Full job description
Overview
One Identity is an award-winning security software provider offering a broad selection of solutions that solve some of the most common and challenging IT security problems. Part of the One Identity Software group, One Identity solutions eliminate the complexities and time-consuming processes often required to govern identities, manage privileged accounts, and control access. Our solutions enhance business agility while addressing Identity and Access Management (IAM) challenges within on-premises, cloud, and hybrid environments.The Customer Success organization is focused on helping customers maximize the value of their One Identity investment while driving long-term retention and growth.We are seeking an experienced and highly motivated Digital Customer Success Manager (DCSM) to join our growing Customer Success team. This role is responsible for managing a portfolio of transactional and digital-led customers, driving renewal outcomes, reducing churn risk, increasing product adoption, and executing scalable customer engagement programs.In addition to managing renewals and customer retention activities, this role will support the ongoing evolution of our Customer Success Platform (Vitally) and related Customer Success technologies. The ideal candidate combines customer relationship management, revenue retention expertise, operational excellence, and technical aptitude to drive measurable business outcomes.
Responsibilities
Renewal Management & Revenue Retention
Own the end-to-end renewal process for an assigned portfolio of customers.
Manage renewal forecasting, quoting coordination, and proactive renewal engagement activities.
Partner with Sales, Customer Success, Finance, and Operations teams to ensure successful and timely renewal execution.
Identify renewal risks early and develop mitigation plans to improve retention outcomes.
Drive Gross Revenue Retention (GRR) through proactive customer engagement and risk management.
Maintain accurate renewal forecasts and customer data within Salesforce and related systems.
Support automated renewal motions and scalable digital engagement programs for lower-touch customer segments.
Monitor renewal health indicators and customer engagement trends to proactively address risk.
Customer Success & Customer Engagement
Execute digital customer success programs designed to improve product adoption, value realization, and customer retention.
Manage a portfolio of customers through proactive outreach, lifecycle programs, and targeted engagement campaigns.
Build customer success plans and engagement strategies that align with customer objectives and business outcomes.
Identify opportunities to improve customer health and increase utilization of One Identity solutions.
Act as a customer advocate by surfacing customer feedback and trends to internal stakeholders.
Support Voice of the Customer initiatives and customer sentiment analysis efforts.
Customer Success Operations & Platform Support
As a member of the Customer Success Operations team, collaborate with cross-functional stakeholders to support and optimize the Customer Success Platform (CSP), contributing to customer health management, digital engagement programs, reporting, workflow enhancements, automation initiatives, and operational improvements that drive customer retention and renewal success.
Design and implement scalable customer journeys, health scoring frameworks, success plans, lifecycle campaigns, and automated workflows.
Build and maintain dashboards, reports, and analytics that provide visibility into customer health, retention, adoption, and renewal metrics.
Manage integrations between Vitally, Salesforce, Mindtickle, financial systems, and other business applications.
Partner with Customer Success, Sales Operations, Product, and IT teams to gather requirements and deploy scalable solutions.
Maintain documentation, data quality standards, and change management processes.
Provide training and support to Customer Success users across the organization.
Identify opportunities for automation, process improvement, and operational efficiency.
Stay informed on Customer Success technology trends and recommend enhancements that improve customer outcomes and team productivity.
Qualifications
3-5+ years of experience in Customer Success, Renewals Management, Customer Success Operations, or a related customer-facing role.
Experience owning renewal forecasts, risk identification, and revenue retention activities.
Experience administering Customer Success Platforms such as Vitally or similar solutions.
Strong understanding of customer health scoring, lifecycle management, digital customer engagement strategies, renewal management processes, and workflow automation.
Proficiency with Salesforce and CRM data management.
Ability to work cross-functionally to support integrations between Salesforce, Customer Success Platforms, financial systems, and related business applications.
Demonstrated ability to translate business requirements into scalable processes and technology solutions.
Strong analytical, organizational, problem-solving, and project management skills.
Excellent communication and collaboration skills across technical and non-technical stakeholders.
Ability to manage multiple priorities in a fast-paced environment.
What Will Make You Stand Out
Experience supporting SaaS subscription renewals and recurring revenue programs.
Experience designing and managing digital customer success strategies.
Strong knowledge of customer retention, churn mitigation, and lifecycle management best practices.
Experience using Vitally to support customer engagement, health management, renewal forecasting, and customer success operations.
Experience with Power BI or similar reporting and analytics platforms.
Familiarity with customer engagement, product adoption, or telemetry solutions.
Experience supporting a global Customer Success organization.
Knowledge of automation, workflow optimization, and operational excellence methodologies.
Related keywords
Customer SuccessRenewals ManagementRevenue RetentionSalesforceVitallySaaSChurn MitigationLifecycle ManagementCustomer Health ScoringDigital EngagementData AnalyticsWorkflow AutomationIdentity and Access ManagementIAMSecurity SoftwareForecasting
With flexible deployment options – from self-managed to fully managed – our solutions integrate seamlessly into your environment to strengthen your identity perimeter, protect against breaches and ensure governance and compliance. One Identity unifies identity governance and administration (IGA), privileged access management (PAM), and access management (AM) for security without compromise.
By unifying IAM tools, including identity governance and administration (IGA), access management (AM), privileged access management (PAM), and Active Directory management (AD Mgmt), it ensures optimal functionality and efficiency. This cohesive structure reduces identity sprawl and extends governance to the farthest endpoints of your IAM ecosystem.
Proven and trusted on a global scale, One Identity manages more than 500 million identities for more than 11,000 organizations worldwide. For more information, visit www.oneidentity.com
Offices: 4 Polaris Way, Aliso Viejo, CA 92656, US
Privileged Account ManagementIdentity GovernanceMulti-Factor AuthenticationDigital TransformationIdentity AdministrationPath to SaaSIdentity SaaSand Active Directory Account Lifecycle ManagementConsumerInformation Technology
With flexible deployment options – from self-managed to fully managed – our solutions integrate seamlessly into your environment to strengthen your identity perimeter, protect against breaches and ensure governance and compliance. One Identity unifies identity governance and administration (IGA), privileged access management (PAM), and access management (AM) for security without compromise.
By unifying IAM tools, including identity governance and administration (IGA), access management (AM), privileged access management (PAM), and Active Directory management (AD Mgmt), it ensures optimal functionality and efficiency. This cohesive structure reduces identity sprawl and extends governance to the farthest endpoints of your IAM ecosystem.
Proven and trusted on a global scale, One Identity manages more than 500 million identities for more than 11,000 organizations worldwide. For more information, visit www.oneidentity.com
Offices: 4 Polaris Way, Aliso Viejo, CA 92656, US
Privileged Account ManagementIdentity GovernanceMulti-Factor AuthenticationDigital TransformationIdentity AdministrationPath to SaaSIdentity SaaSand Active Directory Account Lifecycle ManagementConsumerInformation Technology