Customer Success Manager, Mid-Market

Department: Sales

Location: Remote, SF, NYC

Employment Type: FullTime

At Centralize, were building the GPS for navigating trust in complex deals, the relationship intelligence platform redefining CRM in the AI era. Webflow, Intercom, Brex, Cognition, LangChain, and Cresta use us to close their largest deals. Weve grown 5x in the last year and accelerating.

We just raised a Series A led by NEA and were about to bring Centralize to the world: a public launch, self-serve signup, and the start of an enterprise revenue category becoming a household name.

Youll join as an early member of the Customer Success team, owning our Mid-Market portfolio: a mix of Tier 2 customers and some Tier 1 accounts, working alongside some of the biggest logos in enterprise sales like Brex, Fin and Langchain. Youll partner closely with our Scale and Enterprise CSMs to make sure customers get the right level of attention as they grow, and youll work directly with our Customer Success Lead to shape how we onboard, implement, and drive adoption at this tier.

Customer Ownership

• Serve as the primary point of contact for a our top customers owning their outcomes end-to-end

• Build and execute success plans focused on implementation and adoption, getting customers live, active, and realizing value quickly

• Run customer trainings, onboarding sessions, and executive business reviews

• Monitor and prioritize your book using customer health signals, proactively identifying at-risk accounts and escalating appropriately

• Drive product adoption, engagement, retention, and expansion opportunities across your portfolio

• Own renewals and support expansion conversations in partnership with your Account Executive

• Build and maintain onboarding, implementation, and success playbooks mid-market emerging enterprise engagement complexity

• Own the support experience for your book, triaging, routing, and quarterbacking resolution in partnership with Engineering

Cross-Functional Partnership

• Work cross-functionally with Sales, Engineering, and Leadership to improve the customer experience

• Act as the voice of the customer, synthesizing feedback from your portfolio and partnering with Product and Engineering on feature requests and roadmap input

• Proactively flag insights, trends, and risks from your book to inform broader business decisions

Who were looking for

• 5+ years of experience in Customer Success, Implementation, Technical Account Management, or a related customer-facing role, ideally with mid-market accounts

• Genuine passion for implementation, you find the process of getting a customer live and adopted energizing, not tedious

• Experience onboarding and supporting customers in a B2B SaaS environment

• Strong project management skills and comfort managing a growing book of 15 to 30 accounts

• Comfortable leading conversations with both end users and executive stakeholders at top-tier logos

• Highly organized, proactive, and naturally take ownership

• Strong problem-solving skills and ability to operate with limited structure

• Excited to work in a fast moving startup environment and help build a function from the ground up

• Strong technical curiosity and ability to learn complex workflows quickly

• Comfortable with the intensity of an early-stage Series A company, and motivated by building something that doesnt exist yet

Our Interview Process

We move fast, and we aim to complete this process in under two weeks. Were eager to fill this role with the right person, and we respect your time throughout.

1. Hiring Manager Interview — An introductory conversation with our Customer Success Lead, diving into your experience and background.

2. Deep Dive Interview — A closer look at your experience, how youve approached implementation and adoption in past roles, and how you think about customer success.

3. Mock Interview — A situational, scenario-based conversation focused on how youd handle real customer situations youll face in this role.

4. Founder Interview — A final conversation with one of our founders.

Thats it, four conversations, and were aiming to move through them in under two weeks.

Why Centralize?

• Joining right as we launch publicly and the category goes mainstream

• Work with some of the most cutting edge GTM teams like Webflow, Intercom, Brex, Cognition, Cresta, and LangChain

• Backed by the people who built modern enterprise software. Our NEA partner was the President of Salesforce and New Relic. Salesforce Ventures led our Seed and doubled down on the A, the system of record is investing in the system of action sitting on top of it

• Angels include Cal Henderson (Co-Founder, Slack), Noah Weiss (former CPO, Slack), Eleanor Dorfman (Head of Sales, Anthropic) and GTM leaders from Figma, Box, Dropbox, and Notion

• Youre a power user of what you sell. Your workflow is the proving ground. Your feedback moves the roadmap.