Job Description




About the Role & Team

As a Customer Success Manager at Formalize, you’ll guide customers through the post-onboarding journey, driving measurable outcomes and long-term value from the platform. Your mission is to maximize adoption, deliver tangible results, and build lasting customer partnerships.

You’ll ensure a smooth handover from implementation, aligning on goals and priorities to maintain momentum. Acting as a strategic advisor, you’ll translate business objectives into practical use cases, provide best-practice guidance, and coach customer teams to achieve success.

You’ll identify growth opportunities, manage renewals, and ensure that value is clearly demonstrated and expanded over time. As the customer’s voice within Formalize, you’ll share insights and feedback that shape product development and improve how we operate.

Success in this role means customers who achieve outcomes faster, adopt more deeply, renew confid...

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