About the Role
As a Sr. CSM, you’ll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world-class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more.
Responsibilities
- Help customers drive procurement success on the Zip platform.
- Define customer business outcomes and partner to deliver them continuously.
- Act as a trusted procurement advisor and thought partner to educate and enable customers on Zip’s platform and best practices.
- Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams.
- Maintain high customer engagement and satisfaction, focusing on adoption and loyalty.
- Manage customer health and hedge account risks using data-driven adoption metrics.
- Partner closely with product and engineering to translate business needs into new solutions, managing customer expectations.
- Train and empower customers to become product specialists and self-sufficient.
- Partner with the renewals team to achieve target GRR.
- Continuously improve Customer Success assets and processes.
Requirements
- 8+ years of relevant work experience in customer-facing customer success, technical account management, or strategic consulting.
- B2B SaaS experience in a high-paced environment is a benefit.
- Procurement experience (procurement, sourcing, or vendor management background).
- Familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools.
- Excellent interpersonal skills and ability to establish quick rapport and trust with customers.
- Strong project management skills to manage a dynamic customer portfolio.
- Creative problem solver attentive to details.
- Business process-oriented with ability to think about workflow efficiency.
- Proactive team player able to identify process gaps and willing to help wherever needed.
Skills
- Payments software experience
- Experience with SaaS workflow management tools
- Experience working in a top tier consulting firm
- MBA
Location
- SF
Work Type
- Full-time
Experience Level
- Senior
Education Level
- MBA
Salary/Compensations
- $160,000 - $190,000 OTE
Benefits
- Start-up equity
- Full health, vision & dental coverage
- Catered lunches & dinners for SF employees
- Commuter benefit
- Team building events & happy hours
- Flexible PTO
- Apple equipment plus home office budget
- 401k plan
About the Company
- Zip is the AI platform for enterprise procurement — built for humans and agents working together.
- By orchestrating procurement across teams, tools, and suppliers with the help of AI agents, companies can secure the resources they need to innovate faster than ever before.
- The world’s most influential enterprises trust Zip, including T-Mobile, OpenAI, AMD, Mars, Dollar Tree, and more.
- Together they’ve saved over $8 billion and processed over $500 billion in spend.
- Zip’s team includes product leaders from Apple, Airbnb, and Meta, as well as former procurement leaders from United Health, Sanofi, MGM Resorts, Discover, and NASA.
- Backed by Adams Street, Alkeon, BOND, CRV, DST, Tiger Global, and Y Combinator, Zip has raised $371 million, most recently at a $2.2 billion valuation and has been recognized by Forbes Fintech 50, Fast Company's Most Innovative Companies, Inc. Best in Business, and LinkedIn Top Startups.
Equal Opportunity
- We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong.
