--- title: 'Customer Success Manager at Sweep' canonical: 'https://feeny.ai/job/customer-success-manager-sweep-new-york-g3zt8r6gjfg2' type: 'job' last_seen: '2026-09-09' --- # Customer Success Manager at Sweep - **Company:** Sweep - **Location:** New York, NY - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2025-12-31 - **Last confirmed live:** 2026-09-09 - **Apply:** https://jobs.ashbyhq.com/sweep/23e522ff-d60d-4eb0-be40-9feb5ef31cc8 ## Job description Who are we? Sweep is the agentic layer for enterprise systems where teams and metadata agents plan, change, and govern systems with speed and confidence. What will you do at Sweep? As a Customer Success Manager, you’ll own relationships with Sweep’s largest and most complex enterprise accounts. You’ll act as both strategic advisor and technical expert, ensuring seamless integration into each customer’s Salesforce ecosystem and long-term business success. ## KEY RESPONSIBILITIES - Build trusted partnerships with executive sponsors and RevOps leaders across key accounts. - Lead enterprise onboarding, technical configuration, and strategic enablement plans. - Deeply understand each customer’s Salesforce infrastructure, data flow, and GTM strategy. - Serve as the technical liaison between customer teams and Sweep’s Product, Engineering, and Support teams. - Proactively monitor account health, usage trends, and adoption metrics to drive retention and expansion. - Run quarterly business reviews, identify growth opportunities, and advocate for customer needs internally. - Manage and drive annual customer contract renewals, maintaining long-term customer relationships and retention. - Develop scalable best practices and playbooks for enterprise success and expansion. What We're Looking For? - 5+ years of experience in Customer Success, Strategic Account Management, or Salesforce consulting for enterprise SaaS solutions or SI. - Extensive Salesforce knowledge, including data model, automation, and advanced configuration. - Salesforce Administrator certification (preferred). - Proven ability to manage multi-stakeholder relationships across business and technical teams. - Experience with complex integrations, security reviews, and compliance processes. - Exceptional communication and executive presentation skills. - Strategic thinker with a consultative mindset and the ability to translate business goals into technical execution. Sweep offers a competitive compensation package, including salary and equity components, with potential for variable incentives. Actual compensation is determined based on factors such as the candidate's skills, qualifications, and experience. In addition, Sweep provides a comprehensive and inclusive benefits package, which includes: healthcare, dental, vision, a 401(k) plan with matching contributions, flexible paid time off, team outings and more! The ideal candidate will work out of our New York City office on a flexible hybrid schedule. The OTE for this Customer Success Manager role in New York ranges from $120,000 to $170,000 per year. About Sweep: As a fast-growing, venture-backed startup, we are proud to be supported by top investors like Insight Partners and Bessemer Venture Partners. With teams in New York, Portugal, and Tel Aviv, we are a passionate, success-driven group that thrives on collaboration and innovation. Join us to be part of a dynamic, people-first community where we tackle complex challenges, take smart risks, and celebrate each other's successes. Learn more about our mission and culture on our About page https://www.sweep.io/about https://www.sweep.io/about. ## About Sweep ## Company Overview - **One-liner**: Sweep provides an agentic layer for enterprise systems that ingests and maps metadata to help teams plan, change, and govern systems with speed and confidence. - **Entity Type**: Private (Series B) - **Headquarters**: New York, New York, United States - **Founded**: 2021 - **Founders**: Not publicly available ## Core Business - **Primary industry/industries**: Enterprise Software, Metadata Management, CRM (Salesforce ecosystem), AI Agents - **Target customers**: B2B, Enterprise, GTM Leadership, Sales, Marketing, Salesforce Partners, Business Systems and Operations teams - **Mission or purpose statement**: To provide a single agentic layer that connects, interprets, and governs how enterprise systems work together, enabling teams and metadata agents to plan, change, and govern with speed and confidence. ## Products & Services - **Sweep Platform (The Agentic Layer)**: A platform that connects to enterprise systems (Salesforce, Snowflake, ServiceNow, HubSpot, and more) and continuously ingests metadata across objects, logic, permissions, and integrations. It maps dependencies, relationships, and real business logic into a shared system model. - **Documentation Agent**: An AI-powered agent that auto-generates documentation of system configurations (e.g., Salesforce) and provides real-time change tracking. - **Multi-Org Agent**: A feature launched in February 2026 that brings cross-system intelligence to Salesforce, enabling management and governance across multiple Salesforce orgs. - **Build Mode**: A feature for planning and implementing changes to system configurations without guessing. - **Lead Routing**: A module for managing lead distribution within CRM systems. - **Technical Debt Assessment**: An AI-powered tool to identify inefficiencies and assess technical debt in system setups. ## Market Standing - **Valuation/Market Cap**: Not publicly available (private company) - **Key Metric**: Total Funding of **$50.5M** (Series B, raised ~1 year ago) - **Notable Investors/Partners**: Bessemer Venture Partners, Insight Partners - **Growth Signals**: - Headcount of 57 employees, with **+41.4% YoY growth** (+24 people) - Launched "Multi-Org Agent" in February 2026 to bring cross-system intelligence to Salesforce - Active job postings (9 open roles as of mid-2026) - Annual revenue estimated at **$3.1M** ## Competitive Advantages - **Agentic Layer Approach**: Sweep positions itself as the "agentic layer" for enterprise systems, a unique positioning that differentiates it from traditional metadata management or Salesforce optimization tools. - **Cross-Platform Lineage**: The ability to ingest and map metadata across multiple enterprise systems (Salesforce, Snowflake, ServiceNow, HubSpot) into a single source of truth is a significant moat. - **AI-Powered Documentation**: Automates the creation and maintenance of system documentation, a traditionally painful and manual process for enterprise teams. - **Governed AI**: Enables enterprises to deploy AI agents safely by providing full context, impact analysis, and audit trails, reducing the risk of breaking existing systems. ## Strategic Focus - **Multi-Org Management**: Expanding capabilities to manage and govern multiple Salesforce orgs from a single pane of glass, as evidenced by the February 2026 launch of the Multi-Org Agent. - **Agentic Layer Expansion**: Continuing to build out the "agentic layer" concept, connecting to more enterprise systems (Snowflake, ServiceNow, HubSpot) and enabling more sophisticated metadata agents. - **AI Readiness**: Helping enterprises become "AI-ready" by cleaning up and documenting their system metadata, enabling safe deployment of AI agents. - **GTM and Sales Focus**: Given the high proportion of sales roles (21% of headcount), the company is heavily investing in go-to-market and customer acquisition. ## Why Work Here - **Culture**: Described as fast-moving, curious, and collaborative. The company values people who "turn 'that's impossible' into 'that's shipped.'" - **Remote/Hybrid/Office Policy**: Hybrid model. Offices in New York, Tel Aviv, Portugal, Spain, and the Philippines. Many roles are listed as hybrid in New York. - **Notable Perks**: - 401(k) Match - Comprehensive Health Coverage (three medical plans, free dental and vision) - Flexible Paid Time Off - Team Outings & Events (quarterly offsites, karaoke nights) - **Engineering Culture**: Emphasis on clarity, moving fast, and questioning defaults. The company looks for engineers, operators, and storytellers who "think like architects and move like founders." - **Growth Opportunity**: With 57 employees and strong funding ($50.5M total), new hires have the opportunity to have significant impact in a growing company. ## Sources 1. [sweep.io](https://www.sweep.io/?tpcc=NL_Marketing) 2. [sweep.io](https://www.sweep.io/sweep-careers) 3. [linkedin.com](https://www.linkedin.com/company/sweephq) 4. [cbinsights.com](https://www.cbinsights.com/company/sweep-3) 5. [builtin.com](https://builtin.com/company/sweepio) ## Other roles at Sweep - [Customer Success Manager](https://feeny.ai/job/customer-success-manager-sweep-tel-aviv-1gsnz0zngz2s) — Tel Aviv, Israel - [RVP, SMB](https://feeny.ai/job/rvp-smb-sweep-new-york-pg89seqvrx69) — New York, NY - [Account Executive](https://feeny.ai/job/account-executive-sweep-united-states-qt70cdh82x4q) — United States - [Sales Development Representative](https://feeny.ai/job/sales-development-representative-sweep-new-york-p4d4zhj111vn) — New York, NY - [Strategic Account Executive](https://feeny.ai/job/strategic-account-executive-sweep-united-states-ydrcv8zw0z34) — United States - [Senior Back-End Developer](https://feeny.ai/job/senior-back-end-developer-sweep-tel-aviv-526w88mzz525) — Tel Aviv, Israel - [Customer Success Manager](https://feeny.ai/job/customer-success-manager-tractable-warsaw-ja97atjehjr3) — Warsaw, Poland - [Customer Success Manager](https://feeny.ai/job/customer-success-manager-tractable-london-h94ds94x47z9) — London, United Kingdom - [Customer Success Manager](https://feeny.ai/job/customer-success-manager-wayvia-united-states-ttty050a1gqq) — United States - [Customer Success Manager](https://feeny.ai/job/customer-success-manager-easygenerator-dubai-gpgahav0r5r1) — Dubai, United Arab Emirates