Source Job

US

  • Lead development of service offerings aligned with customer lifecycle and company vision.
  • Audit existing portfolio items to assess relevance and customer satisfaction impact.
  • Collaborate cross-departmentally to align goals, create KPIs, and improve adoption rates.

AI/ML Portfolio Management Program Management Data Analysis Cross-functional Collaboration

20 jobs similar to Principal Customer Success Portfolio Manager

Jobs ranked by similarity.

North America

  • Work seamlessly with engineers, product managers, designers, and customers to deliver AI solutions addressing mission-critical challenges.
  • Collaborate directly with customers to co-innovate AI solutions and act as first point of contact or escalation.
  • Drive large-scale, cross-functional AI software development builds on condensed timelines while managing risks, dependencies, and releases.

ServiceNow is the AI control tower for business reinvention, bringing together any AI, data, and workflow. The company serves 85% of the Fortune 500 and fosters an AI-native culture where technology and talent are unstoppable together.

$154,875–$221,250/yr
US

  • Oversee the technical sales process and act as the technical and industry expert.
  • Run Proof of Value from start to finish for customers.
  • Collaborate with and support internal Zscaler teams.

Zscaler accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The company's Zero Trust Exchange platform protects thousands of customers worldwide, and its culture emphasizes ownership, collaboration, and customer obsession.

US

  • Own the product roadmap for assigned areas of the platform, balancing customer needs, business goals, and technical constraints.
  • Write clear product specs, user stories, and acceptance criteria that engineers and AI coding agents can build from.
  • Run customer discovery with enterprise users and prioritize the backlog to deliver actionable AI-driven features.

Tech Holding is a full-service consulting firm that delivers predictable outcomes and high-quality solutions to clients, from emerging startups to Fortune 50 companies. The team is built on deep expertise, integrity, transparency, and dependability, with founders and members having held senior industry positions.

Global

  • Own the full post-sales lifecycle from onboarding through managed services, expansion, and renewal.
  • Serve as a strategic advisor, driving adoption, account health, and measurable business outcomes.
  • Lead AI enablement and workflow automation, deploying ClickUp AI agents tied to customer KPIs.

ClickUp is building an AI-native workspace that unifies tasks, docs, chat, calendar, and search. The company is AI-first, expects every team member to use AI daily, and evaluates AI fluency in its hiring process.

North America

  • Act as a trusted C-suite advisor owning post-sale customer relationships to drive satisfaction and retention.
  • Lead high-complexity transformations in strategic accounts, aligning ServiceNow capabilities with customer business objectives.
  • Partner with sales and Impact teams to identify risks, opportunities, and ensure product adoption and renewals.

ServiceNow is a global market leader providing AI-enhanced cloud platform that connects people, systems, and processes to help organizations work smarter. Founded in 2004, the company serves over 8,100 customers worldwide, including 85% of the Fortune 500, with a culture focused on innovation and making the world work better.

$140,000–$175,000/yr
US

  • Represent the practice directly with customers through calls, webinars, and conferences to drive deals.
  • Map compliance frameworks like GDPR, NIST, PCI, and HIPAA to Zscaler capabilities control by control.
  • Build reusable playbooks and educate field teams to handle compliance conversations while protecting data.

Zscaler accelerates digital transformation by securing users, devices, and applications anywhere with its Zero Trust Exchange platform. The company operates the world's largest in-line cloud security platform across 200+ data centers, fostering a culture of ownership, collaboration, and customer obsession.

North America

  • Lead cross-functional Data and Analytics strategic programs, coordinating executive steerco meetings and business cadences.
  • Drive go-to-market readiness, NPI governance, and Product Advisory Council activities for the Data & Analytics portfolio.
  • Apply AI to improve program efficiency, executive decision-making, communication, and risk management.

ServiceNow provides an AI platform that connects any AI, data, and workflow to help businesses reinvent and work smarter. The company serves 85% of the Fortune 500 and fosters an AI-native culture where technology and talent work together.

$170,000–$200,000/yr
US

  • Defines and drives the vision, methodologies, and governance for service offering design across Hyland's portfolio.
  • Acts as the enterprise subject matter expert, influencing strategy, commercial models, and portfolio architecture.
  • Operates with broad autonomy to establish objectives and drive cross-functional adoption for improved customer outcomes and operational efficiency.

Hyland is the pioneer of the Content Innovation Cloud, delivering enterprise intelligence that unlocks actionable insights and drives automation. With nearly 4,000 employees, Hyland fosters an employee-centric culture focused on diversity, inclusion, and community impact.

$172,000–$215,000/yr
US

  • Lead a technical support team of senior engineers, ensuring resolution of complex Zscaler product issues.
  • Manage case and account-level escalations with stakeholders to address customer concerns.
  • Drive support process improvements and training programs that result in operational efficiency.

Zscaler accelerates digital transformation with its Zero Trust Exchange platform, protecting customers from cyberattacks and data loss by securely connecting users, devices, and applications. The company has a global, customer-focused culture and is building an AI-native enterprise to solve security challenges.

$94,900–$137,800/yr
UK

  • Strategically manage a customer portfolio, driving adoption, retention, renewals, and expansion.
  • Lead executive business reviews with VP and C-suite stakeholders and own complex negotiations.
  • Leverage AI-assisted workflows, mentor peers, and contribute to team best practices.

1Password provides enterprise password management and Unified Access Management for modern teams and AI. They have surpassed $400M ARR, serve 180,000 businesses, and foster a fast-paced, collaborative, feedback-driven culture.

$177,500–$255,000/yr
US Unlimited PTO 18w maternity 12w paternity

  • Lead and grow the Source CS team, building a culture of experimentation and shared learning.
  • Manage strategic Source accounts, driving retention and expansion through renewals, forecasting, and account health.
  • Turn Source use cases into results by leading discovery workshops, pilots, and agent building.

Webflow is the agentic web marketing platform that helps organizations build, manage, and optimize high-performing web experiences. The company values grit, speed, and craft, fostering a culture of innovation and customer trust.

US

  • Lead product strategy and roadmap for flagship AI products that drive measurable business outcomes.
  • Partner with data science, engineering, and business teams to turn operational problems into trusted AI solutions.
  • Own value realization including KPI design, pilot execution, adoption, and change management.

American Residential Services is one of the nation's largest providers of residential HVAC, plumbing, and electrical services. With 7,000 team members and more than 50 years of experience, it operates 70+ locations across 24 states.

North America

  • Own market success for the AI Assistant portfolio, shaping narratives and enabling field teams.
  • Develop customer and market insights to drive GA readiness and repeatable deployments.
  • Advocate for Voice of Customer and bring field learnings into product planning.

ServiceNow is the AI control tower for business reinvention, bringing together AI, data, and workflows to help organizations work smarter. The company serves 85% of the Fortune 500 and fosters an AI-native culture where technology and talent are unstoppable together.

$104,700–$172,800/yr
North America

  • Design and operate scaled digital customer engagement programs driving adoption, health, and gross revenue retention.
  • Own the digital customer journey from onboarding through renewal with scalable plays and campaigns.
  • Partner with CSMs, Product, and Marketing to translate customer signals into action.

ServiceNow provides an AI control tower for business reinvention, helping 85% of the Fortune 500 work smarter. They foster an AI-native culture where technology and talent are unstoppable together.

US

  • Lead cross-functional programs from planning through implementation and adoption.
  • Build stakeholder alignment across departments and leadership levels.
  • Drive accountability and execution across multiple initiatives simultaneously.

BHG Financial provides innovative financial solutions to high-earning professionals, small businesses, and institutions. The company has an award-winning culture centered on transforming employees into effective business leaders and is Great Place to Work® certified.

UK

  • Serve as the primary Customer Success partner for high-value, strategically important customers, building trusted relationships and driving value realization.
  • Monitor account health, adoption, and risks using data and customer insights to develop retention and growth strategies.
  • Collaborate cross-functionally with Sales, Support, and Product teams to coordinate complex customer engagements and identify expansion opportunities.

Agiloft is the most trusted global leader in data-first contract lifecycle management (CLM) software, helping organizations manage the end-to-end process of proposing, negotiating, signing, and leveraging contracts. The company is a growing, vibrant, and successful organization with nearly 100% customer satisfaction and 97% annual renewal rate, fostering an inclusive culture with employee resource groups and a focus on work-life balance.

US Canada

  • Lead high-impact programs that evolve CX support delivery, starting with expanding BPO partnerships.
  • Build data-driven cases for moving support work between models, from incubation to AI-powered tooling.
  • Own transitions end-to-end, ensuring measurable outcomes and continuous improvement across the ecosystem.

Mercury is a fintech company providing banking services and financial tools for businesses. The company values diversity and belonging and is an equal opportunity employer.

US UK

  • Manage client accounts to grow KPIs, embed our solutions, and drive renewals and expansions.
  • Deliver complex technical integrations, strategic success plans, and quarterly business reviews.
  • Coach and support CSMs, partnering with sales and technology teams to unlock growth opportunities.

NICE Ltd. provides software products that help global businesses deliver extraordinary customer experiences, fight financial crime, and ensure public safety. With over 8,500 employees across 30+ countries, NICE serves 25,000+ enterprises including 85 of the Fortune 100, and is known for an ambitious, high-performance culture that challenges limits and plays to win.

Europe

  • Lead product assessments for investment firms and portfolio companies across the EMEA investment lifecycle, from pre-close diligence through post-close value creation and exit preparation.
  • Evaluate product strategy, AI integration, and competitive defensibility, distinguishing genuine capability from surface-level positioning for EMEA markets.
  • Synthesize findings from research, customer evidence, and interviews into structured, investment-grade deliverables for diverse stakeholders.

Crosslake Technologies helps private equity investors and portfolio company leaders drive value creation through technology, providing expert judgment complemented by proven frameworks and objective data. The company is a focused team that navigates critical technology decisions across diligence, transformation, growth, cybersecurity, AI, and operational execution.

North America

  • Lead technical direction for Facilities Management and Core Business Services, designing and deploying agentic AI solutions on the ServiceNow platform.
  • Partner with strategic customers to analyze needs, architect solutions, and drive adoption, ensuring measurable business outcomes.
  • Set solution architecture and deployment patterns, influence product strategy, and scale technical capability across the Customer Excellence Group.

ServiceNow is an AI platform company that brings together AI, data, and workflows to help businesses reinvent and work smarter. It serves 85% of the Fortune 500 and fosters an AI-native culture where technology and talent combine to free people from busywork.