Customer Success Manager - Westwood, MA



There’s a reason more than 8,000 companies—including Nissan, Citizens Bank, Drift, Subway, Blue Cross Blue Shield, Docusign, and Omni Hotels—trust PI to help them hire top talent, design winning teams, and develop leaders at every level.

The Customer Success Manager will be the PI expert and assert the power of Talent Optimization to our customers. They will develop dynamic lasting relationships to manage and grow direct accounts for PI whilst enabling their customers to optimize their talent effectively. This will include driving customer objectives, supporting software utilization, and handling training with local Certified Partners. The ideal candidate will have the ability to understand and solve individual business challenges with confidence, while executing on specific tasks and projects at once.

At The Predictive Index, we embrace a fun, hard-working, and action-oriented workplace culture while keeping our employees’ careers and lives outside of work top-of-mind. If you function best in a client-focused, fast-paced environment where you’re expected to think outside of the box and take action, you may be a good fit.


Key Responsibilities
  • Manage a book of business and steer the customer lifecycle through renewal, upsell, implementation, product adoption and on-going communication and support.
  • Operate as the customer advocate and be the voice of the customer for any and all matters specific to assigned accounts.
  • Drive customer awareness, engagement and adoption of PI solutions, associated features and services to maximize realized value of customers purchased solutions.
  • Forecast and track key account metrics while delivering consistent results.
  • Identify, grow and close new opportunities with assigned accounts and ensure growth attainment of each account.
  • Pilot a long-lasting trusted advisor relationship with all accounts, customer stakeholders at all levels and certified partners.
  • Develop subject-matter expertise on industry-specific business challenges and trends.
  • Initiate, plan, and broadcast live client conversations through webinars to discuss best practices and human capital challenges.
  • Collaborate with customers and internal stakeholders to continuously improve PI customer experience.
  • Navigate in cross functional groups to establish best practices and enhancements to tools and products.
  • Engage in exercising good judgment and prioritization to meet client’s varying needs and deliverables.


Desired Experience
    • Strong business background including B2B sales, account management, problem-solving, business planning and analytical skills.
    • Proven account management experience, carrying a quota and meeting or exceeding key metrics.
    • Experience communicating effectively at all levels of the organization including executive and C-Level.
    • Experience in delivering client-focused solutions based on customer needs.
    • Ability to synthesize and summarize client feedback systematically.
    • Excellent interpersonal communication (both written and verbal), and presentation skills and the ability to collaborate effectively with various groups.
    • Proven ability to manage multiple projects at a time at a fast pace
    • Previous experience with talent management and organizational design is a plus.
    • Excellent listening and negotiation skills.
    • BA/BS degree or equivalent.

Apply Below!