Portfolio Partner managing capital raises for founders using Pairs’ investor - matching platform. Owning client relationships, investor meetings, and raise readiness from onboarding through close.
About the role
- Value Partner guiding Totango customers through AI-powered transformation, activation, and renewals. Connecting Customer Growth Platform capabilities to measurable business outcomes.
Responsibilities
- Own the customer journey from value definition through transformation, activation, and renewal
- Manage a portfolio of approximately 20–30 customers, from large strategic organizations to mid-market customers
- Establish business objectives and success measures connected to platform workflows and capabilities
- Build and maintain Value Level Agreements
- Quantify and communicate ROI and business impact throughout the customer lifecycle
- Build and communicate value stories connecting AI-powered technology to customer priorities and outcomes
- Lead conversations around AI-powered, intelligent, automated, and prescriptive capabilities
- Navigate amendments and renewal conversations to move customers onto new technology
- Ensure customers activate purchased solutions and realize value quickly
- Coordinate across Customer Success Engineering, Front-End Deployment Engineering, Product, Engineering, and customers
- Identify risks and blockers, bring stakeholders together, and drive resolution
- Own renewal strategy, forecasting, risk management, and commercial conversations
- Connect demonstrated value to future customer needs and technology opportunities
Requirements
- 3–5+ years of experience in Customer Success, Account Management, Strategic Customer Management, or a similar customer-facing SaaS role
- Documented success helping customers transition to a new platform, product, or technology
- Strong understanding of outcome-based Customer Success and ability to connect technology to measurable business impact
- Curiosity and business acumen to uncover the real problem underneath the initial customer request
- Confidence communicating with executives, practitioners, and technical stakeholders
- Strong project leadership skills and ability to keep multiple teams and workstreams moving simultaneously
- Strong time and priority management
- Ability to operate with significant autonomy and make decisions without perfect information
- Comfortable managing multiple competing priorities
- Comfortable with ambiguity, change, and imperfect processes
Benefits
- Unlimited paid time off
- Health and dental benefits
- 401(k) program for U.S. employees
- Half-day Fridays
- Focus Fridays designed to reduce future work — no customer or internal meetings, giving you dedicated space to build, improve, automate, and think ahead
- Mental Health Fridays throughout the year
- MacBook provided
- The opportunity to work at the forefront of AI and Customer Success — and directly influence what comes next
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