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Instrumentl

Subscription platform for grant discovery

Manager, Scaled Customer Success

Customer SuccessConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least five years of experience in Customer Success, including direct people management of a Customer Success Manager team and ownership of team performance and development.
  • Demonstrated ownership and operation of a scaled, pooled, or digital-first customer success motion, with a track record of driving retention or expansion at high volume.
  • A data-driven, operational approach, including building segmentation, health scoring, playbooks, and reporting for a scaled motion rather than managing accounts one by one.
  • Ability to work effectively in a startup environment, move quickly, operate amid ambiguity, iterate openly, and build processes where none exist.

Responsibilities

  • Own day-to-day execution of the scaled customer success motion, with a small team supporting a high volume of lower-annual-contract-value customers through data-driven, one-on-one engagements.
  • Design the customer journey for scale by defining touchpoints, plays, and automation that help customers reach value without a dedicated customer success manager for every account.
  • Set data-driven team goals tied to activation, adoption, retention, and expansion across the scaled customer portfolio.
  • Partner with the book-of-business motion so accounts transition cleanly between segments and customers are consistently supported.
  • Manage, coach, and develop a team of roughly six Scaled Customer Success Managers.
  • Run one-on-one meetings focused on performance, skill development, and growth.
  • Conduct call and workflow reviews and provide enablement to improve the team's practice.
  • Support goal-setting, feedback, and performance management in alignment with company values.
  • Build and own the operating rhythm for scale, including segmentation, health scoring, playbooks, and reporting to guide priorities.
  • Establish and improve the systems used by the motion, including customer relationship management workflows, lifecycle automation, and dashboards.
  • Use data and customer signals to determine where the team spends its time and identify risks early.
  • Identify execution gaps and proactively improve workflows and handoffs as the motion matures.
  • Join customer calls and conversations as needed, including escalations and situations requiring a leader's involvement.
  • Guide the team through complex customer situations and decision-making.
  • Model effective customer communication, empathy, and problem-solving in customer interactions.

Desired Qualifications

  • Experience building a scaled customer success motion from scratch, including initial tooling and automation.
  • Experience working with a product-led or self-serve customer base alongside a sales-led motion.
  • A connection to the nonprofit sector or mission-driven work.
  • Experience partnering closely with a peer manager who owns a separate customer success segment.

About the Company

Instrumentl

Subscription platform for grant discovery

Instrumentl provides a subscription-based platform that helps nonprofits, universities, and grant writers discover and manage grant opportunities. It uses data-driven matching from foundation profiles and IRS Form 990 data, offers automatic deadline reminders, and enables custom reporting to support an end-to-end grant-management workflow. It differentiates itself by delivering all core grant-management features in one integrated platform for a broad range of users rather than focusing on a single function. Its goal is to save time, increase efficiency, and maximize funding potential while reducing administrative burden.

Company size
51-200
Company stage
Growth Equity (Non-Venture Capital)
Total funding
$55.1M
Headquarters
San Francisco, CA
Founded
2016

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