Diligent Corporation→
Strategic Customer Success Manager (CSM) at Diligent… · New York
Skills
Job Description
About Us
Diligent is the AI leader in governance, risk and compliance (GRC) SaaS solutions, helping more than 1 million users and 700,000 board members to clarify risk and elevate governance. The Diligent One Platform gives practitioners, the C-Suite and the board a consolidated view of their entire GRC practice so they can more effectively manage risk, build greater resilience and make better decisions, faster.
Learn more at diligent.com or follow us on LinkedIn and Facebook
The Opportunity:
Diligent Market Intelligence (DMI) is a global provider of governance, shareholder, and market intelligence data delivered through SaaS platforms, data feeds, and analytics solutions. As part of Diligent, a leading Governance, Risk, and Compliance (GRC) technology company, DMI provides decision-grade intelligence that helps asset managers, investment banks, law firms, and advisors anticipate risk, engage shareholders, and make informed strategic decisions.
Our clients rely on DMI across critical workflows including activism defense, shareholder engagement, corporate governance benchmarking, proxy voting analysis, reporting, executive compensation evaluation, and emerging stewardship data capabilities. These insights are delivered through subscription platforms, data feeds, and advanced analytics workflows.
This role is positioned at the center of DMI’s next phase of customer growth and retention. You will play a critical role in maximizing long-term client value, driving retention outcomes, increasing adoption of our evolving intelligence platform, and identifying strategic expansion opportunities across existing accounts.
As a Strategic Customer Success Manager, you will act as a trusted advisor to senior stakeholders, ensuring DMI solutions are embedded in client workflows while strengthening long-term partnerships across our global customer base.
Position Overview:
The Strategic Customer Success Manager is responsible for driving retention, adoption, and expansion across existing accounts within the Diligent Market Intelligence product portfolio. Success is measured through gross and net revenue retention, renewal performance, product adoption, customer satisfaction, and identifying expansion opportunities.
This individual contributor role manages the post-sale lifecycle from onboarding through renewal, building strong executive relationships and aligning DMI intelligence solutions to customer business priorities. The role requires strong commercial acumen, executive-level communication skills, customer advisory capability, and the ability to translate complex data capabilities into measurable business value.
Key Responsibilities
- Drive customer retention and renewal outcomes across assigned accounts
- Identify and support upsell/cross-sell opportunities across SaaS subscriptions, data feeds, and analytics solutions in partnership with Account Executives
- Serve as the primary point of contact for client relationships, building trusted partnerships with stakeholders across asset managers, advisors, and institutional investors
- Own the post-sale customer lifecycle including onboarding, adoption, engagement, renewal preparation, and ongoing relationship management
- Build and maintain strong relationships with senior and executive-level stakeholders
- Drive customer success outcomes by understanding client objectives related to activism, shareholder engagement, governance analysis, and market intelligence
- Execute value-based engagement tied to governance risk, shareholder engagement, stewardship, and market intelligence workflows
- Collaborate closely with Customer Success Advisors to ensure customers receive effective product guidance, training, and ongoing support
- Monitor account health indicators, product usage trends, and engagement metrics to proactively address risks and improve retention
- Collaborate with Sales, Marketing, Product, Solutions, and Support teams to deliver integrated customer experiences
- Maintain accurate renewal forecasting, customer health tracking, and CRM hygiene in Salesforce
- Support client advocacy initiatives, including references, testimonials, and case studies
- Demonstrate strong knowledge of customers’ business strategy, competitive landscape, and industry trends
Required Experience/Skills
- 3–5+ years proven track record in Customer Success, Account Management, or post-sale commercial roles within SaaS, data, or analytics environments
- Proven ability to drive retention, renewals, and expansion within complex enterprise customer environments
- Experience supporting senior stakeholders within financial services, governance, or adjacent intelligence markets
- Excellent communication, consultative engagement, presentation, and relationship-building skills
- Ability to clearly communicate value and insights derived from data, research, or intelligence products
- Strong forecasting discipline and Salesforce experience
- Self-motivated, commercially aware, and comfortable operating in a fast-paced growth environment
What Diligent Offers You
- Creativity is ingrained in our culture. We are innovative collaborators by nature. We thrive in exploring how things can be differently both in our internal processes and to help our clients
- We care about our people. Diligent offers a flexible work environment, global days of service, comprehensive health benefits, meeting free days, generous time off policy and wellness programs to name a few
- We have teams all over the world. We may be headquartered in New York City, but we have office hubs in Washington D.C., Vancouver, London, Galway, Budapest, Munich, Bengaluru, Singapore, and Sydney.
- Diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of our team, facilitate dialogue, and foster understanding.
Diligent created the modern governance movement. Our world-changing idea is to empower leaders with the technology, insights and connections they need to drive greater impact and accountability – to lead with purpose. Our employees are passionate, smart, and creative people who not only want to help build the software company of the future, but who want to make the world a more sustainable, equitable and better place.
Headquartered in New York, Diligent has offices in Washington D.C., London, Galway, Budapest, Vancouver, Bengaluru, Munich, Singapore and Sydney. To foster strong collaboration and connection, this role will follow a hybrid work model. If you are within a commuting distance to one of our Diligent office locations, you will be expected to work onsite at least 50% of the time. We believe that in-person engagement helps drive innovation, teamwork, and a strong sense of community.
We are a drug free workplace. Diligent is proud to be an equal opportunity employer. We do not discriminate based on race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental disability, age, military status, protected veteran status, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also Diligent's EEO Policy and Know Your Rights. We are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at recruitment@diligent.com.
To all recruitment agencies: Diligent does not accept unsolicited agency resumes. Please do not forward resumes to our jobs alias, Diligent employees or any other organization location. Diligent is not responsible for any fees related to unsolicited resumes.