Head of Digital and Scaled Customer Success

Asana Asana · Enterprise · San Francisco, CA · Customer Experience

Lead the digital and scaled customer success strategy, focusing on automated, data-driven programs to retain, engage, and grow customers. This role involves building tech-touch strategies, managing digital engagement tools, and optimizing operations, with a focus on implementing AI-driven plays to scale team impact.

What you'd actually do

  1. Define and own scale & digital strategy: Own the scale and digital CS strategy, defining the digital customer journey, determining engagement motions for each stage, and establishing how customers transition as their needs evolve.
  2. Design digital success programs: Launch self-serve onboarding, lifecycle communications, and in-product nudges that drive activation and habitual software usage with minimal to no human coverage.
  3. Build AI-powered engagement plays: Implement AI-driven plays to scale team impact, partnering closely with Product to clarify platform capabilities versus team-built automation.
  4. Accelerate customer time-to-value: Develop strategic customer plays centered on relationship building, deep discovery, and solution alignment, serving as a key advisor and escalation point for complex issues.
  5. Establish metrics frameworks: Define customer activation milestones across every stage of the journey, identify leading indicators, and build instrumentation to measure program success.

Skills

Required

  • Customer Success or client-facing leadership roles within the SaaS industry
  • managing large-scale regional organizations
  • building, executing, and scaling digital or programmatic customer success strategies
  • establishing metrics frameworks
  • tracking leading indicators
  • running rigorous data-driven experimentation programs
  • cross-functional partner with experience collaborating across Product, Marketing, and Operations
  • advisor for complex customer issues
  • problem-solving skills to manage senior customer escalations effectively
  • leading, mentoring, and developing high-performing teams

Nice to have

  • curiosity about AI tools and emerging technologies
  • willingness to learn and leverage them to enhance productivity, collaboration, or decision-making

What the JD emphasized

  • lead a team that designs and leads automated, data-driven programs
  • build tech-touch strategies
  • AI-powered engagement plays
  • customer success leadership
  • building, executing, and scaling digital or programmatic customer success strategies
  • establishing metrics frameworks
  • running rigorous data-driven experimentation programs