Customer Success Manager - Portfolio Accounts

About the Role

Join Asana's Portfolio Customer Success team as a Customer Success Manager (CSM) responsible for adoption and retention across a large customer base. You'll partner with customers to leverage Asana, including Asana Intelligence and AI-powered features, to achieve their unique business objectives. Equipped with deep product knowledge and an AI-forward mindset, you will serve as a strategic thought partner and trusted advisor, with subject-matter expertise on consumption-based service plans.

What You'll Achieve

• Work with Asana customers across industries, functions, and lifecycle stages in an assigned book of business
• Conduct discovery to build rapport and understand customers' needs, business processes, and vision
• Consult on change management to help customers adopt Asana as a new way of working
• Lead design workshops enabling customers to build and adapt their processes in Asana
• Deliver storytelling business reviews articulating value realized and identifying opportunities for deeper impact
• Empower customers to become self-sufficient Asana champions, balancing immediate needs with long-term retention
• Consult on AI adoption strategy: translate Asana's AI capabilities into measurable business outcomes, including consumption-based planning, ROI framing, and executive storytelling
• Drive change management for AI transformation, helping customers navigate people, process, and technology shifts toward genuine AI-enabled productivity
• Act as primary advisor connecting specific Asana AI features to customer workflows, industry context, and strategic goals

About You

• 5+ years of demonstrated success in Account Management or Customer Success roles
• Data literacy with comfort working with usage data, health scores, and platform analytics to inform account strategy
• Experience helping customers evaluate, adopt, or scale AI tools in workflows, or demonstrable ability to learn and advise rapidly on AI adoption
• Change management expertise for technology transitions, guiding organizations through process and behavioral shifts
• Curiosity about AI tools and emerging technologies, with willingness to learn and leverage them to enhance productivity and collaboration
• Ability to represent the voice of the customer back to Product regarding AI feature gaps and adoption blockers

Location & Employment

This role is remote based in California, USA.

Salary Disclosure: This listing shows an editorial market estimate of $70,000–$110,000 USD annually. This is not an employer-provided salary figure and may vary significantly by experience, qualifications, and location. Consult Asana's official job posting for actual compensation details.