---
title: 'Customer Success Manager at Cleo (US)'
canonical: 'https://feeny.ai/job/customer-success-manager-cleo-us-united-states-nrs72s7g5z1p'
type: 'job'
last_seen: '2026-09-07'
---

# Customer Success Manager at Cleo (US) 

- **Company:** Cleo (US) 
- **Location:** United States
- **Work type:** remote
- **Posted:** 2026-08-21
- **Last confirmed live:** 2026-09-07
- **Apply:** https://job-boards.greenhouse.io/cleo/jobs/4725537005

## Job description

## What You Will Be Doing

- Manage a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through renewal and expansion
- Conduct regular meetings with key customer stakeholders and deliver executive-level Quarterly Business Reviews (QBRs) that connect Cleo’s platform capabilities to the customer’s business outcomes
- Build broad and deep customer relationships that promote strong loyalty, referenceability, and long-term retention
- Understand each customer’s organizational structure, business goals, and integration environment, and translate that understanding into actionable success plans
- Uphold Cleo’s CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled
- Own GRR and NRR outcomes for your book of business, proactively identifying risk signals and executing mitigation strategies to protect and grow ARR
- Monitor and act on customer health indicators, including utilization scores, CSM scores, support activity, and engagement cadence in Planhat
- Escalate issues appropriately to Services, Support, and Product, and drive resolution on behalf of the customer with urgency and accountability
- Maintain accurate, up-to-date records of customer health, risks, action plans, and renewal status
- Proactively identify and develop upsell and cross-sell opportunities within your book of business, contributing to the CS org’s expansion pipeline targets
- Position Cleo’s solution portfolio — including Charge Back Prevention, Direct Procurement Orchestration, TM&M, etc. — by linking customer goals to compelling business outcomes
- Develop well-reasoned expansion recommendations with strong close rates, collaborating with Sales as needed to advance opportunities
- Drive adoption through value realization, ensuring customers are actively utilizing the Cleo platform in ways that support their business objectives
- Collaborate with Cleo’s CS Solutions team to address utilization gaps, optimize platform usage, and support customers through product migrations or transitions (e.g., legacy-to-cloud CIC migrations)
- Leverage AI-powered tools and workflows to enhance customer analysis, communication efficiency, and proactive outreach across your portfolio
- Partner closely with Sales, Pre-Sales, Professional Services, Support, and Product to deliver a seamless customer experience and represent the voice of the customer internally
- Develop vertical fluency in your assigned industry segment(s) — such as Logistics, Food & Beverage, CPG, Industrial Manufacturing, Healthcare, Finance, or Technology — to deepen customer relationships and add industry-relevant value
- Invest in developing both self and others, and contribute to CS organizational initiatives as required
- Leverage AI tools and agents in your day-to-day work to accelerate research, account preparation, communication drafting, and data analysis
- Serve as a knowledgeable resource for customers adopting AI-powered features within the Cleo platform — translate capability into business value for both technical and executive audiences
- Stay current on Cleo's AI product roadmap so you can proactively connect upcoming capabilities to customer needs before they have to ask

## Your Qualifications

- 5+ years working at an Enterprise Software and/or SaaS company in Customer Success, Sales/Account Management, Professional Services, or a related field
- Demonstrable success managing GRR, NRR, or expansion pipeline targets in a quota-bearing or metric-accountable CS role
- Experience with CS platforms (Planhat preferred) and CRM tools (Salesforce); comfort maintaining rigorous data hygiene across both
- Proven ability to position software solutions and develop expansion opportunities, not just manage relationships
- Demonstrated success collaborating with and influencing cross-functional stakeholders and executives
- Industry fluency in one or more of Cleo’s core verticals — Logistics, Food & Beverage, CPG, Industrial Manufacturing, Healthcare, Finance, or Technology — is a strong plus
- Familiarity with AI-powered workflows and a willingness to adopt emerging tools to improve productivity and customer outcomes
- Proven ability to work in a fluid, evolving environment with a continuous-improvement mindset
- Excellent communication and presentation skills directed at both business-oriented and technical audiences
- Ability to travel 5–10% on an annual basis for internal and external expectations

A few things we have to offer:

- Compensation: $75,000 - $100,000 + Bonus potential
- Great Healthcare + Dental + Vision
- Flexible PTO
- Culture of support, encouraging Life-Work balance
- 401k match
- FSA and HSA options
- Employee Assistance Program
- Paid Parental Leave
- Representing a company with 4,000+ clients and a 99% retention rate
- Accelerated title and salary growth potential
- A fun and energetic work environment that makes you excited to go to work every day

We use artificial intelligence (AI) tools to assist in certain stages of our recruitment process, such as resume screening and candidate matching. These tools are designed to support fair and consistent evaluations. If you have questions about this process or would like to request an alternative assessment method, please contact us at hr@cleo.com.

Cleo Communications US, LLC is an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

## About Cleo (US) 

## Company Overview
- **One-liner**: Cleo provides a cloud-based platform for supply chain orchestration, enabling businesses to integrate, automate, and gain end-to-end visibility across their B2B ecosystems.
- **Entity Type**: Private
- **Headquarters**: Rockford, Illinois, USA (with offices in Chicago, IL; The Woodlands, TX; Amsterdam, Netherlands; and Bangalore, India)
- **Founded**: 1976 (as a value-added network provider; evolved into a cloud platform company)
- **Founders**: Not publicly available (the company has evolved significantly from its founding as a VAN provider)

## Core Business
- **Primary industry/industries**: Supply Chain Orchestration, B2B Integration, EDI (Electronic Data Interchange), API Management
- **Target customers**: B2B, Mid-Market to Enterprise (4,000+ customers including well-known global brands)
- **Mission or purpose statement**: "To create a more resilient, connected, and visible global economy by helping businesses automate their most critical workflows."

## Products & Services
- **Cleo Integration Cloud (CIC)**: A cloud-based platform for supply chain orchestration that automates EDI and API transactions, enables no-code trading partner onboarding, and provides end-to-end visibility across the business ecosystem. It is the company's flagship product.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (private company)
- **Key Metric**: Annual Revenue not publicly disclosed; Total Funding not publicly disclosed (bootstrapped/private growth). The company reports having grown **5X in 5 years**.
- **Notable Investors/Partners**: Not publicly disclosed (the company appears to be privately held and organically grown without major external venture capital rounds).
- **Growth Signals**: 
    - **4,000+ customers** worldwide, including well-known global brands.
    - **95% customer renewal rate** and a **99% retention rate**.
    - Named a **G2 leader** in its category.
    - Growing its team across multiple global offices (Chicago, Rockford, The Woodlands, Amsterdam, Bangalore).
    - Actively infusing AI into its platform, network, and applications.

## Competitive Advantages
- **Pioneer and market leader** in the "Supply Chain Orchestration" software category.
- **High customer stickiness** with a 95% renewal rate and 99% retention rate, indicating a deeply integrated and valued product.
- **4,000+ customers** including some of the best-known global brands, providing a strong network effect and credibility.
- **Long-standing history** (founded in 1976) combined with modern cloud and AI innovation, giving it both stability and cutting-edge technology.

## Strategic Focus
- **AI Integration**: Actively infusing AI into its platform, network, and applications to move "beyond experimentation and into practical, profitable implementation," turning data into actionable insights.
- **Supply Chain Orchestration**: Leading the category it pioneered, focusing on end-to-end visibility, automation, and resilience for global supply chains.
- **Growth**: Continuing its rapid expansion (5X in 5 years) by scaling its team and customer base globally.

## Why Work Here
- **Culture**: Described as a place where "curiosity is valued," no one is satisfied with the status quo, and everyone is committed to the greater good. The company emphasizes collaboration, risk-taking, and integrity.
- **Work-Life Balance**: Offers flexible PTO (unlimited PTO is mentioned), employee wellness programs, and a culture that supports "life-work balance."
- **Remote/Hybrid Policy**: Offers remote work opportunities. Some roles are explicitly remote (e.g., Account Executive, Senior UX Designer), while others are office-based in Chicago, Rockford, The Woodlands, Amsterdam, or Bangalore.
- **Benefits**: Great Healthcare, Dental, and Vision; 401k with company match; FSA and HSA options; Employee Assistance Program; Paid Parental Leave.
- **Professional Development**: Career development programs, training to become a subject-matter expert in EDI, APIs, and supply chain orchestration, and a focus on internal mobility and leadership development.
- **Engineering Culture**: Described as a place where "curiosity is valued," and the team works with the latest in AI, automation, and digital supply chain platforms. The company offers internship programs for students.
- **Diversity & Inclusion**: An equal opportunity/affirmative action employer.

## Sources
1. [Cleo Careers Page](https://www.cleo.com/careers-US)
2. [Cleo About Page](https://www.cleo.com/company/about-cleo)
3. [Cleo Job Board (Greenhouse)](https://job-boards.greenhouse.io/cleo/jobs/4697740005)
4. [Cleo Account Executive Job Posting](https://job-boards.greenhouse.io/cleo/jobs/4692421005)
5. [Cleo Home Page](https://www.cleo.com/home)

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