Customer Success Manager - Portfolio Accounts

<p> <strong>Headquarters:</strong> US CA - Remote </p> <p>Our Portfolio Customer Success team is responsible for adoption and retention across a large customer base. We’re looking for a Customer Success Manager (CSM) to partner with customers on how to best leverage Asana, including Asana Intelligence and our AI-powered features, to achieve their unique business objectives.</p> <p>Your engagements will result in customers’ increased satisfaction with and confidence in Asana as their organization’s work management and AI coordination platform. Equipped with deep product knowledge and an AI-forward mindset, you will serve as a strategic thought partner and trusted advisor, including subject-matter expertise on consumption-based service plans. To the entire Asana team, you’ll exemplify empathetic customer-centricity.</p> <p>This role will be remote based in California. </p> <p><strong>What you’ll achieve</strong></p> <ul> <li>Work with Asana customers across industries, functions, and stages of their journey in an assigned book of business</li> <li>Conduct discovery to build rapport and deeply understand customers’ needs, business processes, and vision</li> <li>Consult on change management to help customers adopt Asana as a new way of working</li> <li>Lead design workshops to give customers firsthand experience building and adapting their processes in Asana</li> <li>Deliver storytelling business reviews that articulate value realized and identify areas of opportunity for deeper impact</li> <li>Empower customers to become self-sufficient Asana champions, balancing immediate needs with long-term success and retention</li> <li>Consult on AI adoption strategy: translate Asana’s AI capabilities into measurable business outcomes for customers, including consumption-based planning, ROI framing, and executive storytelling</li> <li>Drive change management for AI transformation: help customers navigate the people, process, and technology shifts required to move from tool adoptio