monday.com is an innovative company seeking to enhance customer engagement through their Tech Customer Success team. The Tech CSM will support customer growth and retention by leveraging product knowledge and collaboration with Sales to drive measurable value.
Responsibilities
- Support Sales on-demand by quickly responding to risk and growth opportunities
- This role requires the ability to build trust and leave a strong impression quickly, often within a few sessions, before moving on to support the next account
- This role requires a proactive approach, identifying customer signals and escalating to Sales before further action occurs
- Define and help customers achieve key business goals in short, high-impact engagements
- Engage 1:1 with targeted customers at key points in the customer journey to ensure the adoption of monday.com and growth
- Take part in and occasionally lead digital engagement initiatives such as CS Office Hours, webinars, or targeted campaigns
- Contribute to team enablement and knowledge by sharing best practices, success stories, and scalable approaches
- Represent the voice of the customer and influence the product development roadmap
- Collaborate closely with Sales to ensure a seamless customer journey, acting as a trusted advisor during key account touchpoints
Skills
- 1-2+ years of B2B customer success, or customer-facing experience working with accounts of various sizes
- Spanish and/or Portuguese fluency
- Proven ability to switch context quickly and manage multiple accounts at different lifecycle stages simultaneously
- Comfortable working in a fast-paced environment and delivering impact through short-term, high-value engagements
- Strong collaboration skills and experience working cross-functionally, especially with Sales teams
- Proactive mindset. Able to identify signals and initiate value-driven conversations quickly
- Superb written and verbal communication skills
- Positive attitude, solution-oriented, with strong self-management and organizational skills
- Ability to take initiative and adapt
- Strong customer-facing and presentation skills
- BA or BS degree
Benefits
- Opportunity to receive and/or earn a discretionary bonus and/or equity based on Company’s plans and in accordance with Company’s policies.
Company Overview
The monday.com Work OS is a low code- no code platform that democratizes the power of software so organizations can easily build work management tools and software applications to fit their every need. It was founded in 2012, and is headquartered in Tel Aviv, Israel, IL, with a workforce of 1001-5000 employees. Its website is https://www.monday.com.
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