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Global Relay

Cloud-based messaging archiving and compliance platform

Senior Customer Success Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeChicago, IL, USAIn-person

About the Job

Requirements

  • At least 6 years of experience in a SaaS environment in Customer Success, enterprise relationship management, or strategic account management.
  • Demonstrated experience managing complex, multi-stakeholder enterprise accounts with $500K or more in annual recurring revenue in regulated industries such as financial services, legal, or healthcare technology is strongly preferred.
  • Ability to lead commercial conversations through procurement and legal review cycles while preserving momentum and margin.
  • Ability to tailor written, verbal, and formal presentation messaging from technical detail to executive narrative.
  • Experience leading cross-functional teams and influencing outcomes without formal authority.
  • Proficiency in Salesforce or a comparable customer relationship management system for pipeline management, health scoring, and forecasting.
  • A bachelor's degree or equivalent experience is required.

Responsibilities

  • Build and own long-term account plans aligned to C-suite and senior leadership priorities across a defined portfolio of large-cap and high-growth accounts.
  • Develop trusted-advisor relationships with IT directors, compliance managers, and business unit leaders to influence strategic decisions and secure multi-year partnerships.
  • Lead quarterly and annual Executive Business Reviews using platform usage data, adoption metrics, and industry benchmarks to demonstrate and expand value.
  • Orchestrate cross-functional customer engagements spanning Sales, Enterprise Services, Product, and Support to resolve complex issues and improve time-to-value.
  • Own the full renewal lifecycle, from early risk identification through RFP management and procurement-level negotiation, with accountability for gross and net revenue retention targets.
  • Identify and qualify cross-sell and upsell opportunities in partnership with Sales, aligning expansion to documented customer goals and strategic roadmaps.
  • Partner with Client Services teams to drive platform adoption, increase product utilization depth, and surface expansion signals from usage data.
  • Maintain accurate pipeline, health scores, and renewal forecasts in Salesforce; contribute to team net revenue retention and expansion reporting.
  • Coach and mentor customer success managers and customer success representatives on renewal negotiation, objection handling, Executive Business Review facilitation, and account-planning best practices.
  • Contribute to playbook development by sharing repeatable frameworks for account segmentation, risk management, and executive engagement.
  • Represent the voice of the customer internally by advocating for product enhancements and influencing roadmap priorities based on portfolio-level patterns.

Desired Qualifications

  • Familiarity with data archiving, compliance communications, or financial services regulatory frameworks such as FINRA, SEC, or MiFID II.
  • Comfort with customer success platforms such as Gainsight, Totango, or ChurnZero.

About the Company

Global Relay

Cloud-based messaging archiving and compliance platform

Global Relay provides cloud-based messaging archiving and information governance that helps organizations meet regulatory requirements and manage communications data. It archives emails, instant messages, social media, and other electronic communications, enabling compliance and eDiscovery in a scalable, secure environment. Its Data in Place model stores data where it resides and combines advanced search, analytics, visualizations, and user activity monitoring to deliver fast, actionable insights. The company differentiates itself with a global client base of 20,000+ customers in 90 countries, strong automation and rapid search capabilities, and an integrated suite that helps reduce risk and data-management costs by turning archived communications into usable information.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
New York City, New York
Founded
1999

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