Role highlights
Full Time
Permanent
Mid
Hybrid · On-site
The Customer Success Manager role at Templafy requires a professional with at least a bachelor's degree and over four years of work experience, including a minimum of two years in B2B Customer Success or Account Management. Candidates must demonstrate strong expertise in managing enterprise customer portfolios, specifically around driving Gross Retention Rates (GRR) and Net Retention Rates (NRR). The role demands the ability to engage and present effectively to senior-level stakeholders, including VPs and above, particularly within Fortune 500 companies. Key competencies include excellent communication, presentation, and client engagement skills, combined with a business-oriented and customer-focused mindset. The candidate should be adept at prioritizing tasks, multitasking, and performing under pressure while maintaining proactive customer relationship management. Experience with Salesforce is preferred, indicating familiarity with CRM tools to track customer interactions and outcomes. The role involves close collaboration with cross-functional teams such as Account Management, Solutions Engineering, and Technical Support, requiring strong teamwork and coordination skills. Additionally, the ability to identify at-risk customers and implement proactive retention strategies is critical. Knowledge of accounting firms is considered a plus, suggesting an advantage for candidates with exposure to professional services industries. The position also requires flexibility for occasional client calls or travel outside traditional hours and a willingness to work onsite full-time initially, transitioning to a hybrid schedule. Overall, this role suits a self-motivated, strategic thinker with a proven track record in enterprise customer success, capable of delivering measurable business outcomes and fostering long-term client partnerships.
About the role
About Us
- Templafy is the leading AI-powered document generation platform for efficient, accurate, and compliant document creation
- Integrated with Microsoft Office, Google Workspace, and Salesforce
- Trusted by 800+ enterprises, including KPMG, Adobe, and PWC
- Simplifies document workflows and reduces content creation risks
- Founded in Copenhagen, Denmark, in 2014
- 60+ employee nationalities across global offices
- Raised over $200 million from top investors
Role Summary
- Guide customers along the value realization path to ensure positive ROI and expansion
- Accountable for Gross Retention Rates (GRR) and Net Retention Rates (NRR)
- Deliver an excellent enterprise customer experience with proactive, strategic advice
- Build strong relationships with internal and external stakeholders
- Join a friendly, proactive, and supportive team of five based in Copenhagen
Responsibilities
- Own a portfolio of ~30 global enterprise customers
- Accountable for your own GRR and NRR
- Report to the Post Sales Director
- Work closely with Account Management, Solutions Engineering, and Technical Support
- Become a trusted advisor to customers, helping them adopt and realize value from Templafy
- Identify, deliver, and prove positive business outcomes (PBOs) for customers
- Make key decisions about your customer portfolio to meet and exceed goals
- Demonstrate curiosity about customers’ ways of working and pain points
- Execute delivery of Templafy solutions to achieve PBOs
- Develop champions within customer organizations to promote PBOs internally
- Partner with Account Management to develop long-term account plans for retention and expansion
- Identify at-risk customers and implement proactive measures
- Share best practices within the CS team; in-office full-time for first 6 months, then 3 times a week
- Occasional client calls/travel outside traditional work hours to accommodate global clients
Requirements
- Bachelor’s degree required
- 4+ years of work experience, including 2+ years in B2B Customer Success or Account Management
- Experience engaging with and presenting to senior-level stakeholders (VP and above) at Fortune 500 companies
- Ability to prioritize, multi-task, and perform under pressure
- Self-motivated with a business-oriented and customer-focused mindset
- Strong communication, presentation, and client engagement skills
- Experience with Salesforce preferred
- Experience with accounting firms is a plus
Benefits
- Employee equity program
- Private health insurance
- Company lunch contribution
- Phone and broadband covered by company
- Centrally located office with easy access to public transportation
- Company events and team activities
- Flexible work environment
- Gympass Subscription
- Calm App Subscription
How to Apply
- Templafy values an inclusive culture where everyone’s ideas count
- All employees are encouraged to speak up and feel a sense of belonging, regardless of background or status
More roles from Templafy
View company profileShare
Templafy
Eliminating manual work, one document at a time. Founded in 2014, Templafy quickly established itself as a leader in the field of enterprise template managemen...
- Location
- København
- Employees
- —
- Website
- www.templafy.com