About us:
Templafy is the leading AI-powered document generation platform for companies with a need to create accurate, compliant, and on-brand documents with maximum efficiency and ease. Accessible directly from applications like Microsoft Office, Google Workspace and Salesforce, Templafy is trusted by more than 800 industry leading enterprises, including KPMG, Adobe, and PWC. Our platform simplifies document workflows and eliminates the complexity and risk associated with the content creation process.

Founded in Copenhagen, Denmark, in 2014, Templafy’s success is built by our 60+ employee nationalities found at offices around the world. We believe that when people feel valued, heard, and empowered, they perform at their best—creating a win for all. Our unique product and dedication to innovation and excellence have raised over $200 million in funding from top investors like Insight Venture Partners, Seed Capital, Dawn Capital, Damgaard Company and Golub Capital.

About the role:

Customer Success at Templafy is responsible for guiding customers along the value realization path, ensuring they receive positive ROI on their initial use case and paving the way for expansion to new business units and new use cases. Alongside our colleagues, CS is accountable for Net Retention Rate. We aim to deliver an excellent enterprise customer experience, responsive to needs and proactive with strategic advice. This requires a deep understanding of our customers’ businesses and how Templafy can drive positive business outcomes towards cost savings and revenue generation. It also requires genuine relationship-building such that internal and external stakeholders are keen to spend time with you and meet your requests.

As a team, we aim to grow together, energized by individual and shared accountability. We are mutually responsible for team learning and development, meaning we proactively share knowledge, contribute to team initiatives, and provide constructive feedback with honesty and positive intent.

What you can expect:

As a Customer Success Manager, you will be working closely with a wide range of exciting companies worldwide and will interact with internal and external stakeholders across different business functions. You will report to the Customer Success Lead, North America who in turn reports to the Global VP of Customer Excellence.

You will fully own your portfolio of ~20-30 global enterprise customers. This means being accountable to your own Net Retention Rate. You will work closely with internal stakeholders across Account Management, Solutions Engineering, and Technical Support to achieve your goals. You will become a trusted advisor to your customers, helping them to fully adopt and realize the current and future value of the Templafy solution. You will focus your time and attention on identifying, delivering and proving positive business outcomes (PBOs) for your customers.

Your contributions are critical to Templafy’s ability to reach our full growth potential. You can expect to inspire – and be inspired by – the team’s energy, ambition and drive to succeed.

Your main responsibilities:

• Be empowered to make key decisions about your customer portfolio to meet and exceed NRR goals.

• Demonstrate ongoing curiosity about our customers, their ways of working, their AI adoption journey, and their pain points, to (re)establish value-oriented Positive Business Outcomes (PBOs)

• Execute on the delivery of the Templafy solution to achieve PBOs

• Develop impactful champions within customer organizations, guiding them to “sell” the value story internally to other key stakeholders and economic buyers

• Explore potential new use cases and new stakeholders through continuous discovery, and evangelize value throughout the customer organization

• Partner with the Account Management team to develop and deliver long-term account plans for retention and expansion into new use cases and new business units

• Reliably identify at-risk customers and implement proactive measures to address their concerns and ensure satisfaction

• Quickly develop industry knowledge to become a trusted advisor to your customers

• Collaborate within the CS team, sharing best practices and learnings proactively, including being in-office a minimum of 3X per week

• Occasional client travel

• Occasional client calls outside of traditional work hours (to accommodate global client time zones)

Desirable Skills, knowledge and experience:

• Bachelor’s degree required

• 4+ years of work experience required, with 2+ years of B2B Customer Success or Account Management experience

• Experience engaging with and presenting to external senior-level stakeholders (VP and above) at Fortune 500 companies

• Ability to prioritize, multi-task, and perform effectively under pressure

• Experience using AI to optimize repeatable tasks and be more effective in client engagement

• Self-motivated with a business-oriented and customer-focused mindset

• Exemplary communication, presentation and client engagement skills

• Experience with Salesforce preferred

• English language fluency is required; other foreign languages would be an asset

Employee Benefits:

• Employee equity program

• Comprehensive health insurance

• 14 week Parental leave

• Commuter benefits

• Unlimited time off

• 401K guideline

• Employee Assistance Program

• Flexible work hours

• Daily free lunch

• Classpass membership

Compensation:

Yearly On target earning: 130,000-150,000USD, with an 80/20 split. Exact compensation may vary based on skills, experience, and location.

At Templafy, we’re all about building an inclusive culture where talented people come together to spark creativity in a dynamic, collaborative space. Strong relationships and teamwork are at the core of everything we do, and with our flat structure, everyone’s ideas count regardless of your role or experience.

We’re big on social events that foster connection and build a diverse, empowering community. From celebrating milestones to participating in employee resource groups or eating lunch together, we create space for meaningful team bonding.

Our mission goes beyond just building a product; we’re shaping the future, and we’d love for you to be a part of this epic journey with us.

Templafy is a workplace of belongingness. To us this means that you have a voice, you dare to speak up, and your voice is heard. We focus on offering an environment that allows all employees to feel that they belong regardless of race, color, ancestry, religion, gender, gender identity, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or other status.

Department

Customer Success

Locations

New York

Employment type

Full-time