{"id":676715,"url":"https://alion.io/job/redoak-key-client-success-manager","title":"Key Client Success Manager","company":{"id":685994,"name":"Red Oak","domain":"redoak.com","url":"https://alion.io/company/redoak-2","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Austin, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Claude","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-09-01T19:54:14Z","employer_posted_date":"2026-09-01","last_verified_at":"2026-10-26T08:36:31Z","board_verified":true,"closed_at":null,"days_open":54,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":54},"description":"Overview\nRed Oak is the sole-source, integrated compliance and distribution platform for regulated financial services. More than half of the top 20 global asset managers are Red Oak clients, including BlackRock, Vanguard, PIMCO, and Morgan Stanley. We're one of the fastest-growing companies in compliance tech. Our mission: we give compliance the speed to say yes, so growth never has to wait.\nThis is the second of two Key CSM seats covering Tier 1 - Red Oak's most complex, highest-value customer relationships.\nYou'll own an assigned book of these accounts end to end - success plans, outcome baselines, business review cadence, adoption strategy, escalation and save plans - with direct access to C-suite executives. You'll run your book like a business, not a queue.\nHigh autonomy. High executive exposure. High stakes.\nTier 1 accounts are Red Oak's most complex, highest-value relationships - asset managers, broker-dealers, RIAs, and insurance firms running multiple products across Compliance, Distribution, and Supervision. Post-close is when sponsor relationships are most exposed, and competitive displacement already accounts for most of our churn by value. You're the coverage that closes that gap.\nWhat Success Looks Like\nRetention held. Your book holds GRR at or above 95% with zero unforecasted churn - every at-risk account flagged early, every one carrying an active save plan.\n\nOutcomes proven. Every account has a documented success plan and outcome baseline - time saved, workflow improvement, risk reduction, audit readiness - delivered to executive sponsors on SLA.\n\nRelationships multi-threaded. Stakeholder maps stay current across each account, so no relationship depends on a single sponsor.\n\nYour KAD walks in armed. Your paired Key Account Director enters every renewal and expansion conversation with proven outcomes, mapped whitespace, and qualified signals sourced from your account intelligence.\n\nResponsibilities\nOwn an assigned book of Tier 1 accounts end to end - success plans, outcome baselines, business review cadence, adoption strategy, escalation and save plans\n\nDeliver GRR ≥95% and zero unforecasted churn across your book\n\nEstablish and document outcome baselines for every account, then prove measurable results that anchor renewals and demonstrate platform ROI to executive sponsors\n\nDeliver executive-level business reviews to Tier 1 SLA, bringing outcome evidence, adoption insights, stakeholder mapping, and qualified expansion opportunities into the room\n\nPartner with your assigned Key Account Director as an equal on account strategy - surfacing whitespace, expansion triggers, at-risk signals, and renewal timing\n\nMaintain multi-threaded stakeholder maps across each account so no relationship depends on a single sponsor\n\nTrigger and lead save plans when an account moves to at-risk - deciding when to escalate to Product, Solutions Engineering, or executive sponsorship, and owning the save through to resolution\n\nUse AI daily to run the Tier 1 motion: Claude for account research, business review prep, and outcome narratives; the CS/AM skill library for whitespace analysis, ABR deck generation, and call prep; Gong AI for call insights and risk signals; Salesforce for account and adoption context\n\nWhat You'll Bring\n5+ years in enterprise Customer Success or Account Management, owning a strategic or named book of accounts with direct commercial accountability for retention\n\nBackground in SaaS - comfort navigating compliance, audit, and regulatory language with executive stakeholders\n\nProven track record running executive-level business reviews - you're the one bringing outcome evidence into the room, not just relationship-managing\n\nExperience partnering with a commercial counterpart as a peer - surfacing whitespace, risk signals, and renewal timing without owning the close yourself\n\nAI fluency in your CS workflow: using AI tools for account research, business review prep, outcome narratives, and call insight synthesis. This is table stakes here\n\nSharp written and verbal communication - able to translate platform usage into outcome evidence executives will act on\n\nAn ownership mentality - you treat your book like a business, not a ticket queue\n\nPlus: experience with Gong and Salesforce, or a comparable CS/RevOps stack\n\nAdditional Information\nHow We Work\nWe run the CS book on an AI operating system - agents handle prep, analysis, and the long tail so your time concentrates on what they can't do: being in the room with executive sponsors, proving outcomes, and leading saves. You own your book.\nBenefits\nEquity units via EAR (Equity Appreciation Rights): share in what we're building\n\nComprehensive health coverage: medical, dental, and vision\n\n401(k) with a 3% company contribution\n\n20 days PTO annually, plus your birthday off and paid sick leave\n\nEnhanced family leave\n\nLife insurance\n\nWork Structure\nLocation: Austin HQ\nReports to: Director of Client Success\nTeam: Client Success","description_format":"text","description_chars":4965,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Life insurance","Parental leave"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Custom Software Development"],"lifecycle":[{"event":"open","at":"2026-09-10T22:58:15Z"}],"visa":[],"liveness":{"score":20,"band":"cold","label":"Long shot","p_open":1,"p_active":0.362,"p_room":0.55,"age_days":54,"expected_fill_days":43,"reasons":["conf:1","win:tail"],"computed_at":"2026-10-26T05:57:25Z"},"pay":null,"html_url":"https://alion.io/job/redoak-key-client-success-manager","json_url":"https://alion.io/job/redoak-key-client-success-manager.json","meta":{"generated_at":"2026-10-26T08:52:14Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11798,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-27T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":685994},"rest":"https://alion.io/mcp/rest/get_company?id=685994"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fredoak-key-client-success-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fredoak-key-client-success-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fredoak-key-client-success-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/redoak-key-client-success-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fredoak-key-client-success-manager"}]}