Customer Success Manager - Portfolio Accounts

5+ years of demonstrated success in an Account Management or Customer Success role

Represent the voice of the customer back to Product regarding AI feature gaps, opportunities, and adoption blockers

Data literacy: Comfortable working with usage data, health scores, and platform analytics to inform account strategy and customer conversations

AI adoption consulting: Experience helping customers evaluate, adopt, or scale AI tools in their workflows, or a demonstrable ability to learn and advise on this rapidly

Change management for technology transitions: Ability to guide organizations through process and behavioral shifts, especially as AI capabilities evolve

Demonstrates curiosity about AI tools and emerging technologies, with a willingness to learn and leverage them to enhance productivity, collaboration, or decision-making

Work with Asana customers across industries, functions, and stages of their journey in an assigned book of business

Conduct discovery to build rapport and deeply 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 to give customers firsthand experience building and adapting their processes in Asana

Deliver storytelling business reviews that articulate value realized and identify areas of opportunity for deeper impact

Empower customers to become self-sufficient Asana champions, balancing immediate needs with long-term success and retention