Level

Zip

Senior Customer Success Manager - Technical Account Manager

AI in this role

Manage enterprise customer success and adoption for an AI-driven B2B procurement platform.

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ai-agentscustomer-successtechnical-account-managementb2b-saasenterprise-software
About Zip

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.

Your Role

We’re looking for a Senior Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. 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.

You Will

  • Help our largest customers drive procurement success on the Zip platform.

  • Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis.

  • Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip’s platform and procurement best practices.

  • Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams.

  • Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty.

  • Manage customer health and hedge account risks based on data-driven adoption metrics.

  • Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations.

  • Train and empower customers to be product specialists to become increasingly self-sufficient for their organization.

  • Partner with the renewals team to achieve target GRR.

  • Responsible for post implementation technical health of the client and perform hands on support in product adoption, and enablement.

  • Continuously improve Customer Success assets and processes. We’re an early-stage company, we want people who are excited to build and motivated to up-level the status quo!

Qualifications

  • 8+ years of relevant work experience working in customer-facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high-paced environment is a benefit.

  • Prior SaaS implementation experience

  • Procurement experience (procurement, sourcing, or vendor management background) and 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 while being attentive to details.

  • Business process-oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.).

  • Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality).

Nice to Haves

  • Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles.

  • Experience with SaaS workflow management tools (low code / no code configuration).

  • Experience working in a top tier consulting firm or have an MBA.

Perks & Benefits

At Zip, we’re committed to providing our employees with everything they need to do their best work.

  • 📈 Start-up equity

  • 🦷 Health, vision & dental coverage

  • 🚠 Team building events & happy hours

  • 🌴 Flexible PTO

  • 💻 Apple equipment plus home office budget

We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. 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. We look forward to hearing from you!

How we rate this

Senior Customer Success Manager - Technical Account Manager at Zip rates 60 out of 100 for how much of the daily work is AI. That makes it Works on AI (AI Level 3 of 4). The level is about AI in the job, not seniority.

Classification

Works on AI. The daily work is on AI products, without building the model.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.

Prepare for this job

A free preview built only from this posting: what it asks for, what you could be asked in an interview, and how to adjust your resume.

Skills and AI tools this role asks for

AI AgentsCustomer SuccessTechnical Account ManagementB2b SaasEnterprise SoftwareOpenAIDatabricks

Questions you could be asked

  1. How do you decide when an AI agent can act on its own versus asking for approval first?
  2. Tell me about a project where customer success was part of your work. What did you do?
  3. Tell me about a project where technical account management was part of your work. What did you do?
  4. Tell me about a project where b2b saas was part of your work. What did you do?
  5. Tell me about a project where enterprise software was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: AI Agents, Customer Success, Technical Account Management, B2b Saas, and Enterprise Software. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them — a tool named with nothing behind it rarely survives a human read.
  • Show where AI is part of your daily process, not a one-off project — this role expects it to be a running habit.

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