Portfolio Careers

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Posted on Tuesday, May 7, 2024

Location: Israel

Job Description:

The CSM manages the overall customer relationship, ensures customer satisfaction, and drives customer success.

They work closely with customers to understand their business goals, identify their challenges, and provide solutions that help them achieve their objectives and optimize their usage and outcomes while delivering proactive relevant support and guidance to customers.

The CSM is also responsible for coordinating and collaborating with cross-functional teams to deliver optimal customer experiences and maximize customer value.


  • Oversee the customer journey lifecycle to proactively drive adoption and the use of best practices to ensure ongoing customer satisfaction and retention of the customer.
  • Identify and drive contractual renewals and expansion opportunities within the book of business.
  • Develop relationships and conduct periodic business reviews with customer executive teams.
  • Ensure swift resolution of customer issues and escalation by applying resolution practices and collaborate with internal teams.
  • Provide executive oversight.


  • 3-4 years of Customer Success Management or Account Management from SaaS companies
  • Experience managing enterprise-level accounts.
  • Proven customer management skills with complex accounts
  • Communication and presentation skills to C and VP levels
  • Ability to analyze complex situations, develop associated action plans and lead teams to achieve goals.
  • Creative, proactive, resourceful, detail-oriented, and highly organized
  • An analytical and metrics-driven work style
  • Experience with Microsoft tools, with analytics experience
  • Self-contained who excels under ambiguity in a fast-paced, deadline-oriented environment
  • Passion for customer relations and knows his way with technology.
  • Ability to travel internationally up to 20%