Customer Success Manager - Portfolio Accounts

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.

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.

This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.

What you’ll achieve

• 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
• 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
• Drive change management for AI transformation: help customers navigate the people, process, and technology shifts required to move from tool adoption to genuine AI-enabled productivity
• Act as the primary advisor when customers ask: “How can AI help my team work better?”, connecting specific Asana AI features to their workflows, industry context, and goals

About you

• 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

At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply.

What we’ll offer
Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit.

For this role, the estimated base salary range is between $160,000 - $181,600. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified.

In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your recruiter to learn more about the total compensation and benefits for this role.

We strive to provide equitable and competitive benefits packages that support our employees worldwide and include:

• Mental health, wellness & fitness benefits
• Career coaching & support
• Inclusive family building benefits
• Long-term savings or retirement plans
• In-office culinary options to cater to your dietary preferences 

These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your recruiter to learn more about the total compensation and benefits for this role.

#LI-Hybrid

About us

Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong.

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