Digital Customer Success Program Lead
smartbear
Job Summary
SmartBear is seeking a Digital Customer Success Program Lead to define, launch, and own its global scaled-engagement strategy. This role involves designing repeatable customer journeys, operationalizing automation, and collaborating cross-functionally to create data-driven digital experiences. The lead will optimize onboarding, adoption, renewal, and expansion, driving measurable improvements in product value realization and retention for SmartBear's 32,000+ organizations.
Must Have
- Define and lead SmartBear’s global digital Customer Success strategy.
- Architect and optimize digital customer journeys informed by product usage data and CRM system.
- Oversee development of scalable program assets: automated onboarding paths, lifecycle email sequences, webinars, education modules, and in-app engagement.
- Drive successful deployment and optimization of CSP for digital CS, including automation rules, workflows, lifecycle design, health scoring, and analytics dashboards.
- Partner with CS Operations, Product, Marketing, Sales, and Support to identify friction points and align messaging.
- Establish an experimentation framework to test digital channels, content variations, and usage-triggered automations.
- Monitor, interpret, and present digital CS KPIs including activation rates, usage adoption, engagement trends, customer health indicators, and program-led ARR.
- 8+ years of relevant experience in Customer Success, Digital Engagement, Customer Marketing, or CS Operations within a SaaS company.
- Proven experience designing, launching, and scaling digital or tech-touch CS programs.
- Hands-on expertise with Salesforce, including understanding account lifecycle, renewal data, success metrics, and workflow integrations.
- Strong experience with product analytics tools such as Amplitude for behavioral segmentation, usage insights, cohort analysis, and trigger-based engagement.
- Practical, in-depth experience with Customer Success Platform—ideally including implementation, automation design, lifecycle configuration, and health model creation.
- Ability to translate customer usage signals and account data into automated journeys and actionable program improvements.
- Strong program and project management skills with a track record of influencing across teams.
- Excellent analytical, communication, and stakeholder alignment skills.
Good to Have
- Exposure to BI and data visualization tools.
- Experience supporting products used by developers or technical teams.
- Experience building customer journey maps or lifecycle frameworks.
- Exposure to segmentation strategies for large, diverse customer bases.
- Experience running customer communication experiments (A/B testing, cohort testing, personalization frameworks).
- Knowledge of renewal and expansion motions, especially how to support them through automated and digital pathways.
- Understanding of customer health modelling and predictive churn indicators.
- Experience working in distributed global teams or supporting customers across regions and time zones.
- Comfort presenting to leadership and translating technical or data-heavy insights into clear, persuasive narratives.
Perks & Benefits
- The opportunity to architect and lead SmartBear’s digital CS transformation during a pivotal phase of organizational growth.
- High visibility and influence across Customer Success, Operations, Product, and Sales.
- Autonomy to design programs that directly impact adoption, retention, and customer value realization.
- Competitive compensation and benefits.
Job Description
Digital Customer Success Program Lead
Role Overview
- We are seeking a Digital Customer Success Program Lead to design, launch, and own SmartBear’s scaled-engagement strategy globally. This role will set the vision for digital CS, build repeatable customer journeys, and operationalize automation.
- Collaborate cross-functionally to create a cohesive, data-driven digital experience that measurably improves adoption, retention, and product value realization at scale.
Key Responsibilities
- Define and lead SmartBear’s global digital Customer Success strategy, establishing the roadmap for scaled engagement across onboarding, adoption, renewal, and expansion.
- Architect and optimize digital customer journeys informed by product usage data, account lifecycle insights in our Customer Success Platform, and commercial context from CRM system.
- Oversee development of scalable program assets: automated onboarding paths, lifecycle email sequences, webinars, education modules, and in-app engagement.
- Drive successful deployment and optimization of CSP for digital CS, including automation rules, workflows, lifecycle design, health scoring, and analytics dashboards.
- Partner with CS Operations to ensure accurate data flows between systems such as CSP, CRM, Product Analytics, and other systems supporting at-scale engagement.
- Collaborate with Product, Marketing, Sales, and Support to identify friction points, align messaging, and strengthen customer value realization.
- Establish an experimentation framework to test digital channels, content variations, usage-triggered automations, and personalized engagement patterns.
- Monitor, interpret, and present digital CS KPIs including activation rates, usage adoption, engagement trends, customer health indicators, and program-led ARR.
- Influence stakeholders and leadership by communicating insights, risks, and strategic opportunities surfaced through system data.
- Mentor digital CSMs or program specialists as the digital function grows.
Qualifications
- 8+ years of relevant experience in Customer Success, Digital Engagement, Customer Marketing, or CS Operations within a SaaS company.
- Proven experience designing, launching, and scaling digital or tech-touch CS programs.
- Hands-on expertise with Salesforce, including understanding account lifecycle, renewal data, success metrics, and workflow integrations.
- Strong experience with product analytics tool such as Amplitude for behavioral segmentation, usage insights, cohort analysis, and trigger-based engagement.
- Practical, in-depth experience with Customer Success Platform—ideally including implementation, automation design, lifecycle configuration, and health model creation.
- Ability to translate customer usage signals and account data into automated journeys and actionable program improvements.
- Strong program and project management skills with a track record of influencing across teams.
- Excellent analytical, communication, and stakeholder alignment skills.
- Comfortable working in a global environment undergoing rapid growth and transformation.
Preferred Skills
- Exposure to BI and data visualization tools.
- Experience supporting products used by developers or technical teams.
- Experience building customer journey maps or lifecycle frameworks.
- Exposure to segmentation strategies for large, diverse customer bases.
- Experience running customer communication experiments (A/B testing, cohort testing, personalization frameworks).
- Knowledge of renewal and expansion motions, especially how to support them through automated and digital pathways.
- Understanding of customer health modelling and predictive churn indicators.
- Experience working in distributed global teams or supporting customers across regions and time zones.
- Comfort presenting to leadership and translating technical or data-heavy insights into clear, persuasive narratives.
What We Offer
- The opportunity to architect and lead SmartBear’s digital CS transformation during a pivotal phase of organizational growth.
- High visibility and influence across Customer Success, Operations, Product, and Sales.
- Autonomy to design programs that directly impact adoption, retention, and customer value realization.
- Competitive compensation and benefits.
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8 Skills Required For This Role
Team Management
Saas Business Models
Data Analytics
Talent Acquisition
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Alphabeta Testing
Salesforce
Data Visualization