Head of Portfolio Customer Success
Customer Experience, Remote US
About the Team
The Portfolio Customer Success Management team (CSM) is part of Customer Experience, which also includes Renewals, Customer Education, and Support teams. CSMs on this team work with our Enterprise-licensed customers to help them collaborate and innovate with Miro continuously, resulting in high retention and expansion rates. This team is highly collaborative and works together to find creative solutions to engage our customers at-scale. The team is composed of members all over the globe with diverse skills, backgrounds, and experiences which leads to innovative ideas and solutions.
About the Role
As the Head of Portfolio Customer Success, you will help create a new approach to Customer Success at scale! You’ll be innovative, collaborative, and agile in your approach - helping the team build a world-class Portfolio Customer Success program, Miro’s pooled CSM team. Using experimentation, data, and technology you will develop repeatable playbooks to drive business value across a broad set of customers of various size, industries, segments, and geography. In short, you’ll build Customer Success in a programmatic, scalable way and lead the Portfolio CS team to its next phase.
Throughout the customers’ lifecycle, we should have highly engaged customers as defined by outstanding activation, retention, active usage, and engaged usage metrics.
What You'll Do
- Develop and deliver scaled initiatives to improve the effectiveness and efficiency of Miro customer success with focus on the following:
- Scaled customer journey and experience: define and deliver proactive and reactive scaled CS motion, including content creation and curation
- Go-to-market (GTM) and/or customer adoption campaigns, including collaboration with Digital, Marketing, Product, Analytics, and Revenue Operations
- Enhance and augment Scaled experience for Pooled/Assigned CSM accounts
- Cross-functionally align the scaled experience across email, in-app, the customer portal, Product feedback, etc. for a cohesive customer experience.
- Define, lead, and track strategic and operational scaled programs to successful completion.
- Design, evaluate, and measure scaled programs against internal targets for continuous improvement.
- Leverage data and analytics to develop, lead, and measure results for GTM adoption-related initiatives, programs, and campaigns.
- Inspect and refine the existing one-to-many customer success motions to accelerate product adoption and usage. You will work collaboratively with the Digital Success team to create a unified and scaled motion that meets customer requirements throughout the customer journey.
- Build strategies and repeatable playbooks to retain and grow customers by mitigating risk and increasing important metrics.
- Improve operational efficiency of your segment by surfacing gaps, developing sound process recommendations, and partnering with our Analytics, Operations, and Product teams to optimize technology and harness the power of Gainsight, Salesforce & other tools.
- Work cross-functionally with key stakeholders to design a repeatable and scalable process providing a smooth transition among internal departments/stakeholders throughout the customer journey.
What You'll Need
- Demonstrated progressive experience with Scaled and Digital Customer Success Programs, Customer Marketing, or related experience with a technical SaaS or subscription software service
- Rich knowledge and track record with campaigns, proactive and reactive customer outreach at scale, driven by data signals and customer lifecycle
- Demonstrated progressive customer success experience leading relevant teams (Customer Success Managers, Account Management) and/or Operations
- Experience with defining and leading scaled engagement strategies (i.e., scaled customer journey creation, content marketing, etc.)
- Experience leading cross-functional initiatives in mid-sized or large organizations (i.e., 2000+ employees)
- Management experience with a team of at least 15 team members. Management experience of people managers preferred.
- Experience with digital engagement approaches and methods (i.e., Digital Customer Success / tech touch, Digital Marketing) and pooled customer success approaches (cases, queues, Gainsight CTAs)
- Strong verbal and written skills with a strong ability to articulate and communicate strategies and plans
- Demonstrated success with cross-functional coordination, including planning, execution tracking, decision making, and OKR management
About Miro
Miro is a visual workspace for innovation that enables distributed teams of any size to build the next big thing. The platform's infinite canvas enables teams to lead engaging workshops and meetings, design products, brainstorm ideas, and more. Miro, co-headquartered in San Francisco and Amsterdam, serves more than 60M users worldwide, including 99% of the Fortune 100. Miro was founded in 2011 and currently has more than 1,800 employees in 12 hubs around the world.
We are a team of dreamers. We look for individuals who dream big, work hard, and above all stay humble. Collaboration is at the heart of what we do and through our work together we hope to create a supportive, welcoming, and innovative environment. We strive to play as a team to win the world and create a better version of ourselves every day. If this sounds like something that excites you, we want to hear from you!
Check out more about life at Miro:
- Youtube: https://www.youtube.com/@lifeatmiro
- Blog: https://miro.com/careers/life-at-miro/all/
- Instagram: https://www.instagram.com/mirohq/
At Miro, we strive to create and foster an environment of belonging and collaboration across cultural differences. Miro’s mission — Empower teams to create the next big thing — is how we think about our product, people, and culture. We believe that creating big things requires diverse and inclusive teams. Diversity invites all talent with different demography, identities and styles to step in, and inclusion invites them to step closer together. Every day, we are working to build a more diverse Miro, cultivate a sense of belonging for future and current Mironeers around the world, and foster an environment where everyone can collaborate and embrace differences.
Miro handles and uses personal data of job applicants in line with its Recruitment Privacy Policy found here.
Prepare yourself to go beyond
Here are some helpful tips to ensure you have all the correct information throughout our hiring process.
01. Recruiter Screen
A 30-min interview to discuss your relevant skills, perspective on resilience, experience, and what motivates you to join Miro.
02. Hiring Manager
The hiring manager will meet to discuss your experience and fit for the role by assessing whether you align with the Miro Mindset (Curiosity, Drive, Resilience, Empathy, Cognitive Agility & Accountability). This interview usually takes 90-120 minutes.
03. Skill Assesment
An interactive presentation to see your skills in action, based around a particular case study or business problem.
04. Meet the Team
Here you will meet cross-functional stakeholders, and we will ask evidence-based questions to evaluate how well you align with the role and Miro's values and culture.
05. Leadership Round
Meet a member of the leadership team to discuss Miro’s company values and share your vision for success at Miro.