Full-Time

Senior Customer Success Manager

Posted on 9/17/2025

Templafy

Templafy

201-500 employees

Automates enterprise document creation and management

Compensation Overview

$120k - $140k/yr

+ OTE 150000-175000

New York, NY, USA

Hybrid

Hybrid work arrangement: in-office a minimum of 3 times per week in NYC; occasional client travel outside of traditional work hours.

Category
Sales & Account Management (1)
Responsibilities
  • Be empowered to make key decisions about your customer portfolio to meet and exceed GRR and NRR goals
  • Demonstrate ongoing curiosity about our customers, their ways of working, and their pain points, to (re)establish value-oriented Positive Business Outcomes (PBOs)
  • Execute on the delivery of the Templafy solution to achieve PBOs
  • Develop impactful champions within customer organizations, guiding them to “sell” the PBO story internally to other key stakeholders and economic buyers
  • Partner with the Account Management team to develop and deliver long-term account plans for retention and expansion into new use cases and new business units
  • Reliably identify at-risk customers and implement proactive measures to address their concerns and ensure satisfaction
  • Collaborate within the CS team, sharing best practices and learnings proactively, including being in-office a minimum of 3X per week
  • Occasional client calls/travel outside of traditional work hours (to accommodate global client time zones)
Desired Qualifications
  • Bachelor’s degree required
  • 4+ years of work experience required, with 2+ years of B2B Customer Success or Account Management experience
  • Experience engaging with and presenting to external senior-level stakeholders (VP and above) at Fortune 500 companies
  • Ability to prioritize, multi-task, and perform effectively under pressure
  • Self-motivated with a business-oriented and customer-focused mindset
  • Exemplary communication, presentation and client engagement skills
  • Experience with Salesforce preferred
  • Experience working with professional and financial service companies preferred.
  • Having worked with accounting firms is a plus

Templafy provides a SaaS platform that automates the creation, management, and distribution of business documents for large enterprises. It centralizes document creation with brand guideline enforcement, asset libraries, and document classification, and connects global devices to secured content to enable consistent branding and controlled access. It differentiates itself through strong brand governance and centralized asset management at scale, which reduces IT time for content management and can improve proposal win rates. The goal is to help large organizations automate document workflows, improve efficiency, and maintain consistent branding across documents.

Company Size

201-500

Company Stage

Debt Financing

Total Funding

$196.2M

Headquarters

Copenhagen, Denmark

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • Serves 800+ enterprises like KPMG, reaching 4 million users globally.
  • Saves teams 30% time on repetitive content and boosts proposal wins.
  • Eliminates 95% IT involvement post-deployment across six offices.

What critics are saying

  • Microsoft Copilot erodes value; KPMG drops Templafy in 6-12 months.
  • DocuSign CLM captures clients, causes 20-30% churn in 12-18 months.
  • EU AI Act fines Templafy €10M+ for Document Agents in 6-12 months.

What makes Templafy unique

  • Templafy launches free AI PowerPoint generator for enterprise presentations.
  • Document Agents enable conversational AI in document generation.
  • Integrates with Microsoft 365 Copilot for controlled AI documents.

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Benefits

Company Equity

Health Insurance

Parental Leave

Commuter Benefits

Unlimited Paid Time Off

401(k) Retirement Plan

Mental Health Support

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

3%

1 year growth

3%

2 year growth

1%
The Associated Press
Mar 19th, 2026
Templafy launches free AI PowerPoint generator with enterprise-grade document creation

Templafy, an AI-powered document generation platform, has launched a free PowerPoint generator that creates enterprise-quality presentations from natural-language prompts. The tool produces complete, downloadable presentations directly in browsers, which users can then edit in Microsoft PowerPoint. The platform differs from competitors by generating presentations with professional structure and business-ready quality from the outset. It combines AI-generated content with rules-based automation to ensure documents remain accurate, compliant and on-brand. The launch follows Templafy's recent patent issuance from the United States Patent and Trademark Office for document generation technologies. The company serves over 4 million users worldwide, including KPMG and BDO, claiming to save teams over 30% of time typically spent on repetitive content creation.

Templafy
Nov 14th, 2025
Templafy Recognized as a Representative Vendor in the 2025 Gartner(R) Market Guide for RFP Response Management Applications

Templafy recognized as a Representative Vendor in the 2025 gartner(r) Market Guide for RFP Response Management Applications. November 14, 2025 New york, USA - november 14, 2025. Templafy, the AI-powered document generation platform, has been named in the Gartner Market Guide for RFP Response Management Applications report as a Representative Vendor. The research states that "AI has brought major advancements and introduced additional AI-native vendors to the RFP response management (RRM) market. Tools can more effectively address longstanding pain points, such as response speed, volume, answer quality and workflow integration." The report also states: "Use of RRM applications saves sellers time. Time saved in managing the process can be spent refining and personalizing better-quality responses that will differentiate the product to better persuade buyers. This increases the likelihood of the selling organization being selected for further review as a qualified vendor. Ultimately, an RRM application can significantly boost the win rate for the selling organization, leading to increased revenue and business growth." Templafy has recently launched document agents, which bring conversational and agentic AI to document workflows, allowing organizations to create accurate, compliant, and on-brand business content at speed and scale. The agents are preconfigured with the rules, workflows and approved knowledge sources required to generate structured content, ensuring trustable outputs and organizational control. Unlike other AI drafting tools, document agents integrate directly with enterprise systems, apply strict guardrails, and use retrieval augmented generation (RAG) to compile and complete polished materials such as RFPs, proposals and contracts. "AI offers huge potential to transform the way critical document and content processes, like completing RFPs, are being delivered within businesses. We believe our inclusion in this Gartner report is a reflection of the work we're doing here, especially with document agents. In giving organizations the ability to use intelligent helpers that are grounded in company approved knowledge, data and content, alongside their human workforce, sales teams can undertake tasks like RFPs with greater accuracy, speed and confidence, opening up more revenue opportunities." Co-Founder, Templafy The research can be accessed here for any Gartner clients. Gartner, Market Guide for RFP Response Management Applications, Wendy Butler-Mafuz, Michele Buckley, Tyler Huguley, 29 October 2025. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be constructed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. About Templafy. Templafy is the leading AI-powered document generation platform, enabling enterprise organizations to create accurate, compliant, and on-brand documents with maximum efficiency and control. Accessible directly within Microsoft 365, Google Workspace, and Salesforce, Templafy simplifies document workflows through automation and AI, including document agents, to reduce risk and boost revenue in the documents that matter most. Founded in 2014, Templafy is a global organization with offices across Europe and the US. Trusted by industry leaders like KPMG and BDO, Templafy saves teams over 30% of the time they typically spend on repetitive work like proposals, engagement letters, and audit reports, so they can focus on revenue-driving tasks instead. Join more than 4 million users worldwide who rely on Templafy to accelerate business content creation with AI. For more information, press only: Lucy Westman, Head of Global Communications, Templafy (+44) 7776 454 946, [email protected]

Templafy
Apr 16th, 2025
Smarter, Faster, More Intuitive Document Generation: Templafy Launches its Conversational AI tool, Document Agents

Templafy, the document generation platform, today announces the release of its new Document Agents system which brings conversational and agentic AI to document generation - a major enhancement to how documents are created and to the value they bring across enterprises and more verticals.

Templafy
Jan 7th, 2025
Templafy integrates with Microsoft 365 Copilot to bring control to the AI era of document generation

Templafy integrates with Microsoft 365 Copilot to bring control to the AI era of document generation.

Templafy
Oct 2nd, 2024
Templafy Named as a Notable Vendor in Content Platforms Landscape Report

Templafy, the document generation platform that uses automation and AI to remove risk and increase efficiency for organizations globally, today announced it has been recognized as a notable vendor in Forrester's Q3 2024 report, The Content Platforms Landscape, Q3 2024.

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