Customer Success Manager, Mid-market

Monday.com Monday.com · Enterprise · New York, NY · Customer Success

This role is for a Customer Success Manager at monday.com, focusing on their AI platform. The primary responsibility is to act as a strategic advisor to B2B clients, helping them leverage the company's AI suite to automate workflows, generate insights, and transform their business operations. The role involves consulting on AI adoption, driving organizational change through digital transformation, and representing the customer's technical needs to product and engineering teams. While the role is deeply involved with AI products, it does not involve building or researching AI models directly, but rather enabling customers to use them.

What you'd actually do

  1. Act as the primary advisor on how clients can leverage our AI suite to automate manual workflows, generate insights, and scale their internal operations.
  2. Develop a deep sense of client trust and problem-solving first through technical aptitude and thorough, in-and-out knowledge of monday’s platform, reducing the barrier and uncertainty about how AI can exponentially improve the client’s ability to achieve their designated outcomes.
  3. Empower customers to connect complex business challenges with sophisticated, automated solutions within the platform.
  4. Navigate client organizations to uncover high-impact opportunities for digital transformation and AI adoption.
  5. Represent the technical voice of the customer to our Product and Engineering teams, influencing the roadmap for AI and integration features.

Skills

Required

  • 3+ years of experience in B2B SaaS Customer Success, Technical Account Management, or Implementation Consulting.
  • Technical Literacy: You understand how APIs work, how data flows between systems, and how to troubleshoot integration logic.
  • AI Curiosity: A deep interest in the generative AI landscape and a proven ability to translate AI capabilities into tangible business value.
  • Change Management DNA: Experience guiding large organizations through software transitions or process overhauls (Transformation Management).
  • Executive Presence: Superb communication skills with the ability to establish technical credibility with stakeholders and C-suite executives.
  • Analytical Mindset: You enjoy using data to segment business books and identify the next "big win" for your clients.
  • Adaptability: A positive, high-energy attitude with the ability to thrive in a fast-paced, evolving technical environment.

Nice to have

  • Prior experience in strategy consulting or a background in business process mapping.

What the JD emphasized

  • AI platform
  • AI suite
  • AI adoption
  • AI capabilities
  • AI and integration features