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Principal Customer Success Portfolio Manager
Zscaler. Lead the development, maintenance, and optimization of the Customer Success Portfolio across Professional Services, Technical Success, and Support departments .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in portfolio management and customer success, with a strong focus on developing measurable service offerings and optimizing customer satisfaction. Proven ability to leverage AI/ML technologies and analyze data to create actionable performance metrics.
Highest-signal resume keywords
Portfolio ManagementCustomer SuccessAI/ML TechnologiesCross-Functional CollaborationData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio ManagementProgram ManagementService Documentation AuditingPerformance Metrics CreationSaaS SolutionsB2B Technology Solutions
Soft Skills
Cross-Functional CollaborationCommunication Skills
Certifications & Qualifications
Bachelor's Degree in BusinessBachelor's Degree in Management
Industry Keywords
Customer Success PortfolioService OfferingsCustomer LifecycleGovernance ProcessesIndustry Trends
About the role
Key responsibilities & impact- Lead the development, maintenance, and optimization of the Customer Success Portfolio across Professional Services, Technical Success, and Support departments
- Develop well-structured and measurable service offerings aligned with the customer lifecycle and company vision
- Audit and evaluate existing portfolio items for relevance, accuracy, and customer satisfaction impact
- Collaborate with cross-department stakeholders to align portfolio goals and streamline processes
- Create metrics, KPIs, and governance processes to assess portfolio effectiveness and improve adoption rates
- Stay updated on industry trends and recommend improvements that enhance the portfolio’s strategic value
- Report to the Sr Director, Customer Success Strategy & Operations
Requirements
What you’ll need- Foundational understanding of AI/ML technologies and experience leveraging, securing, or positioning AI-driven solutions to optimize outcomes within your functional domain
- Bachelor’s degree in Business, Management, or a related field
- 8+ years of experience in portfolio management, program management, or customer success roles
- Expertise in auditing and optimizing service documentation to meet business standards
- Strong cross-functional collaboration and communication skills
- Proven ability to analyze data and create actionable performance metrics
- Experience with SaaS, B2B technology solutions, or similar industries
- Demonstrated success in leading cross-departmental initiatives to scale service portfolios
Benefits
Comp & perks- Various health plans
- Time off plans for vacation and sick time
- Parental leave options
- Retirement options
- Education reimbursement
- In-office perks