Customer Success Manager, AuditBoard

Salary not provided

+ Stock Options

Google Sheets
Salesforce
Power BI
Gainsight
Mid level
Remote in US

More information about location

AuditBoard

Governance, risk, and compliance software

Job no longer available

AuditBoard

Governance, risk, and compliance software

501-1000 employees

B2BInternal toolsComplianceAnalyticsSaaS

Job no longer available

Salary not provided

+ Stock Options

Google Sheets
Salesforce
Power BI
Gainsight
Mid level
Remote in US

More information about location

501-1000 employees

B2BInternal toolsComplianceAnalyticsSaaS

Company mission

To transform the way enterprises manage their audit, risk, and compliance programs.

Role

Who you are

  • 3+ years of experience in audit (internal or external), risk management, compliance, management consulting, or specific Customer Success Management experience within a hyper-growth SaaS environment is considered
  • 1+ years of experience with the AuditBoard modules, data load process, and advanced configurations is preferred
  • Technical Proficiency: Experience with Salesforce CRM, Gainsight, Google Business Suite, MS Office, PowerBI, and/or other data visualization tools is highly preferred
  • Analytical Skills: Strong analytical, organizational, and communication skills, both oral and written
  • Customer-Centric: A passion for working daily with AB customers, ensuring they maximize their investment. Enjoy solving technical challenges and answering first-level technical questions
  • Tech Enthusiast: A genuine passion for working in the tech space, driving a culture of continuous improvement while fostering an innovative work environment
  • Autonomous Worker: Ability to work independently and proactively with minimal direction
  • Executive Interface: Possess the ability to interface with C-level executives to drive program strategy and ROI

What the job involves

  • As a Customer Success Manager at AuditBoard, you will play a pivotal role in ensuring our client's success and satisfaction
  • You will be the primary point of contact for our customers, working closely with them to understand their needs, maximize the value they receive from our products/services, and drive long-term relationships
  • This is a fantastic opportunity to contribute to the growth of a thriving company and make a real impact in the lives of our clients
  • Account Management: Develop and maintain strong relationships with key customer stakeholders, working to develop strategic plans that align with their business objectives, driving mutual success and growth
  • Product Knowledge: Stay abreast of product updates and features, providing customers with insights on how to leverage our solutions to meet their unique needs
  • Issue Resolution: Proactively identify and address customer issues, collaborating with internal teams to ensure swift and effective problem resolution
  • Feedback Collection: Gather customer feedback and insights, advocating for customer needs within the organization to drive product improvements
  • Training and Education: Conduct 1:many sessions to empower customers to maximize the value of our products/services, offering ongoing education and support (including live webinars, email outreaches, community content, and more…)
  • Retention & Expansion:
  • Collaborate with customers to maximize the value they derive from our products/services, ensuring that our solutions continue to meet and exceed their expectations over time. Devote efforts to ensuring high customer satisfaction and loyalty, developing strategies to minimize churn, and fostering long-term relationships with our clients
  • Identify and execute opportunities for account expansion, whether through upselling or cross-selling additional products or services, providing customers with a comprehensive and integrated solution to meet their needs
  • Although this role is Remote, it will be virtually supporting customers in either the West Coast, Central or East Coast time zones and we prefer candidates to be in the Pacific Time or Mountain Standard Time or Central or Eastern Time Zones

Otta's take

Sam Franklin headshot

Sam Franklin

CEO of Otta

AuditBoard provides risk and compliance software for large businesses. The company's founders spent years working at the Big Four and other global enterprises, and realised that many audit activities were still taking place in Excel sheets, or using legacy software like IBM's OpenPages, which haven't kept up to date with the latest reporting requirements.

The result was an end-to-end platform for managing risk, which helps enterprises to streamline internal audit, SOX compliance, controls management, risk management, and security compliance. The top-rated cloud-based platform has won numerous awards, with the company being consistently named the market leader in Audit Management.

The company's current client list of 2000+ includes Boeing, Activision, and Priceline, and includes almost half of the Fortune 500 companies. It continues to experience rapid customer growth, with revenues in excess of $100 million with a 60% annual growth rate. The company has been ranked as one of the fastest-growing tech companies in North America for the last three years in a row, and was acquired by private equity firm Hg in 2024 for a reported $3 billion.

Insights

Top investors

Some candidates hear
back within 2 weeks

36% employee growth in 12 months

Company

Funding (2 rounds)

Aug 2018

$40m

SERIES B

Apr 2017

$3.6m

SERIES A

Total funding: $43.6m

Company benefits

  • Vision and dental insurance
  • 8-16 weeks paid parental leave
  • Company equity
  • Work from home opportunities
  • Health insurance

Company values

  • One with the customer
  • Inspiring innovation
  • Cheerfully flexible
  • About the assist
  • Proud of what you're producing

Company HQ

Cerritos, CA

Articles

Founders

Daniel Kim

(Co-Chair of the Board & Senior Advisor)

Co-founded AuditBoard in 2014, and served as co-CEO until July 2020. Former Global Director of Internal Audit at Quiksilver and Executive Director, Corporate Audit and Compliance at International Rectifier.

Jay Lee

(Co-Chair of the Board & Senior Advisor)

Co-founded AuditBoard in 2014, and served as co-CEO until July 2020. Former VP of CounterPoint, and was SVP & CFO at Tomich Brothers Seafood.

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