Remote Digital Customer Success Manager

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue. Trusted by over 1,000 customers including OpenAI, Snowflake, Shopify, Siemens, and Palo Alto Networks. LeanData sits at the center of the modern revenue stack.

We are building a next-generation Customer Success organization — one where AI does the monitoring, pattern detection, and routine outreach, so our people can focus entirely on outcomes and relationships. The Digital CSM role is the leading edge of that model. As a Digital CSM, you will own a portfolio of 250–300 smaller commercial accounts and will be the architect and operator of a scaled, AI-augmented coverage model.

This is not a traditional CSM role. You won't be meeting and defining outcomes, driving adoption and engagement, educating on the product, solving issues or advising - the agents will. AI agents handle health scoring, risk detection, opportunity identification, and call prep (as needed).

You handle the moments that machines can't: re-engaging at-risk customers, spotting expansion opportunities, and translating LeanData's value into language that sticks and inspiring customers to do more with LeanData. This role is ideal for someone who is energized by scale, comfortable building and operating AI tools, and motivated by the challenge of building something new — not inheriting a playbook. Open to remote ■ What You'll Own Portfolio Health enhance and build new agents that are needed Strong understanding of RevOps, Marketing Ops, and GTM Ops, key workflows, and empathy for the challenges faced by the people running these operations Strong written communication: you'll do more via email, video, and async channels than on live calls Experience with running a book of business in a data driven manner through a CS platform What Sets You Apart Demonstrated ability to manage a high-volume account book (100s of accounts) with strong retention outcomes You've worked in a scaled or digital CS model before and know the difference between coverage and connection and when to apply the appropriate touch You're excited about AI as a force multiplier and have used AI to build things to make yourself more efficient and or to improve the customer experience You think in portfolios, not individual accounts — you make triage decisions, not just relationship decisions You have a bias for building: you'll improve playbooks, flag gaps, and contribute to a model that doesn't fully exist yet Salesforce proficiency Why work at LeanData: LeanData covers employee insurance premiums up to 90% Stock options in LeanData for all full-time employees Flexible PTO 401K plan