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About the Role:

  • This is a foundational role as our first Scaled CSM, building success infrastructure for hundreds of accounts.
  • You design programs that work at volume — automated lifecycle journeys, retention playbooks, onboarding campaigns, and community-led engagement.
  • You also carry a portfolio of at-risk accounts directly (30% of your time) to stay grounded in real customer challenges.

What Success Looks Like:

  • In your first 6 months: multiple automated lifecycle programs are live, structured onboarding is running, an LMS is selected and live.
  • By 12 months: time-to-value is down meaningfully, NDR is trending upward, and a documented playbook for scaled CS exists.
  • The outcomes you move: NDR across the portfolio → adoption and activation → retention across the scaled segment.

What We're Looking For:

  • A proven track record of building one-to-many programs from scratch with measurable outcomes.
  • Hands-on retention and renewal ownership, plus experience with lifecycle tools like Intercom, HubSpot, and Zapier.
  • Builder mindset — energized by creating something that does not exist yet, comfortable with ambiguity, and genuinely curious about customers.

Katana

Katana is a remote-first, AI-first SaaS company building inventory and manufacturing software for businesses that make and sell physical products. Our 100+ person team across 10+ countries is scaling rapidly and building what's next together.

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