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Fortra

Principal Customer Success Manager

Fortra

. Lead strategic engagements with a portfolio of high-value customers .

Posted 10/15/2026full-timeRemote • United StatesLead💰 $130,000 - $150,000 per yearWebsite

Tech Stack

Tools & technologies
Cyber Security

About the role

Key responsibilities & impact
  • Lead strategic engagements with a portfolio of high-value customers
  • Serve as a trusted advisor to stakeholders at all levels, including the C-suite
  • Maintain deep understanding of company solutions and emerging cybersecurity trends
  • Provide expert guidance on product capabilities and customize solutions to customer and industry requirements
  • Prescribe adoption and use of product features, functionality, and services
  • Articulate ROI and long-term business impact of company solutions
  • Establish and manage the customer journey from onboarding through renewal
  • Develop Customer Success Plans based on customer business drivers and success criteria
  • Develop strategic recommendations using data insights to identify trends, risks, and opportunities
  • Implement action plans aligned with customer goals and internal business strategies
  • Maintain customer retention and recurring revenue retention rates
  • Manage customer satisfaction and the customer experience throughout the lifecycle
  • Build referenceable customer relationships and executive-level partnerships
  • Collaborate with customer stakeholders from frontline teams through executive leadership
  • Partner with executive customers to identify challenges and promote tailored Fortra offerings
  • Work with Sales Engineers and Account Executives on solutions, account plans, and cross-selling opportunities
  • Deliver presentations to technical and non-technical audiences
  • Diagnose and resolve escalated customer concerns and lead critical communications and troubleshooting
  • Maintain customer relationships and act as a trusted advisor to key influencers and decision-makers
  • Prioritize customer needs and resolve risks and challenges quickly
  • Maintain accurate CRM records, opportunities, and account information
  • Identify and nurture upsell opportunities with the sales team
  • Collect and communicate customer feedback to internal teams
  • Influence Sales, Product, and Services teams to support onboarding, proactive support, and strategic solutions
  • Share best practices and mentor less experienced Customer Success Managers
  • Lead special projects that enhance engagement, optimize processes, or support broader initiatives
  • Identify churn risks and implement retention and risk-mitigation strategies
  • Drive cross-functional action to resolve critical issues and minimize attrition
  • Develop scalable Customer Success best practices, methodologies, and processes
  • Assess and report customer health metrics, retention risks, and growth opportunities to leadership
  • Develop organizational customer success strategies with C-suite leaders and managers
  • Schedule and lead customer meetings and Executive Business Reviews
  • Engage subject matter experts and relevant stakeholders for strategic customer discussions
  • Refine business analysis processes to improve efficiency and customer outcomes

Requirements

What you’ll need
  • Minimum length of time in current role: Typically 10 to 12 years
  • 15+ years of related experience in Strategic Account Management, Customer Success Management, or a similar customer-facing role within a technical environment
  • Typically requires a bachelor's degree and 15+ years of experience, an advanced degree and 12+ years of experience, or an equivalent combination of education and experience
  • Excellent presentation, written, and verbal communication skills
  • Strong interpersonal skills, high energy, enthusiasm, integrity, and authenticity
  • Demonstrated flexibility, results orientation, resourcefulness, and exceptional problem-solving abilities
  • Proven ability to manage demanding situations and prioritize competing responsibilities
  • Strong organizational and time management skills; ability to manage multiple projects simultaneously
  • Demonstrated cross-functional leadership and team coordination capabilities
  • Ability to establish credibility, motivate others, provide leadership, work effectively with a diverse customer base, and maintain a positive attitude
  • Proven ability to navigate difficult and complex customer concerns
  • Creative problem-solving and initiative
  • Ability to investigate and resolve issues independently before escalating when necessary
  • Subject matter expertise across multiple products, solutions, or brands
  • Exceptional negotiation, influence, and persuasion skills
  • Strong account ownership and ability to engage stakeholders at all levels, including executive leadership
  • Ability and willingness to travel for customer visits as required, up to 25%
  • Ability to perform work primarily involving computer and telephone usage, including keyboarding for the majority of the workday
  • Strong analytical and problem-solving skills with exceptional attention to detail

Benefits

Comp & perks
  • Competitive benefits and salaries
  • Personal and professional development opportunities
  • Flexible work arrangements
  • Health, dental, and vision coverage as of hire
  • Immediate enrollment in 401(k), HSA, and FSA plans
  • Flexible PTO policy
  • Tuition and personal enrichment reimbursement
  • Option to enroll in ID Theft Protection Program
  • Perks supporting holistic wellbeing
  • Culture that keeps employees connected and empowered