Portfolio Value Partner
Top Benefits
About the role
Who you are
- This role is ideal for someone who is energized by volume, ownership, and building in an evolving environment
- You should be comfortable managing a large portfolio of customers while maintaining strong communication, organization, and prioritization
- You should also enjoy working in an environment where things are improving and iterating quickly
- 1–3 years experience in Customer Success, Account Management, or a similar customer-facing role
- Experience managing multiple customer relationships in a SaaS or technology environment
- Strong communication and relationship management skills
- Ability to prioritize and manage a high-volume portfolio of customers
- Data-driven mindset with the ability to interpret health signals and renewal indicators
- Comfort working in a fast-moving environment where processes evolve
- If you enjoy building, experimenting, and improving how things work, this role offers the opportunity to have a real impact
- Traits That Will Make You Successful:
- Highly organized and operationally minded
- Comfortable navigating change and ambiguity
- Energized by building and improving systems
- Customer-centric with strong ownership over outcomes
- Curious and proactive in identifying ways to create value
What the job involves
- At Totango, we’re on a mission to help businesses grow by investing in their customers
- Totango’s Customer Growth Platform is centered around the entire customer journey by providing a single source of truth for insights, health monitoring, cross-functional collaboration, and workflow automations. Join us on our mission to help businesses thrive!
- Totango is looking for a Portfolio Value Partner to manage a high-volume portfolio of SMB and digitally supported customers
- This role is designed for someone who thrives in a fast-paced environment and enjoys balancing customer value, renewals, and operational scale
- The Portfolio Value Partner will own a portfolio of up to 75 customers, ensuring they realize meaningful value from Totango while successfully navigating renewal cycles
- This role is optimized for high-volume relationship management, where prioritization, efficiency, and strong communication are key
- We are also in a period of rapid evolution and growth, which means the ideal candidate is someone who is energized by change. Processes will continue to evolve, playbooks will iterate, and this role will play an active part in helping shape how we scale customer success for our growing customer base
- Value Realization:
- Own the success and value attainment of a portfolio of up to 75 SMB and digitally supported customers
- Help customers operationalize Totango to drive measurable improvements in customer retention, growth, and lifecycle management
- Reinforce best practices and strategic use cases that help customers maximize the value of the platfor
- Monitor account health, engagement signals, and product usage to ensure customers are progressing toward value
- Renewal Ownership:
- Own and manage the full renewal lifecycle for all accounts within your portfolio
- Drive proactive renewal conversations that reinforce business impact and platform value
- Identify potential risks early and work cross-functionally to mitigate them ahead of renewal
- Maintain strong retention across a high-volume book of business
- Scaled Portfolio Management:
- Manage a high-volume customer portfolio through structured prioritization based on renewal timing, account health, and opportunity signals
- Engage customers on a monthly or as-needed cadence depending on risk, value milestones, or renewal proximity
- Maintain clear documentation of value attainment, risks, and renewal readiness
- Growth & Expansion Support:
- Identify opportunities where customers could deepen their use of Totang
- Surface expansion opportunities to the sales team when appropriate
- Help customers identify new ways to operationalize Customer Success and Customer-Led Growth strategies
- Build & Iterate:
- Contribute to the evolution of our scaled Customer Success mode
- Help refine playbooks, engagement models, and renewal strategies as we continue to scale
- Share feedback and insights from customers to help improve our approach to value realization
Benefits
- Flexible PTO
- Employee equity
- Learning & development
- Remote first, hybrid friendly
- 401(k) with employer matching
- Team celebrations
- Generous parental leave
- Comprehensive health & wellness plans
About Totango
We’re experts in customer-led growth: the practice of putting your customers at the center of your go-to-market strategy, because they are your most reliable source of growth. Our Customer Revenue Optimization suite was built to help large and fast-growing businesses thrive. Our powerful suite brings together three products, each designed to deliver exceptional results, and united by an integrated customer data platform.
The Totango Customer Success Platform leverages automated workflows and engagement features to help customers achieve their desired outcomes and drive long-term growth.
Unison, our AI-powered Customer Intelligence Engine works independently, or alongside any customer success platforms. It allows businesses to more effectively predict customer risk and proactively reduce churn before it becomes an issue.
Catalyst is our dedicated tool for revenue teams, streamlining growth operations by enabling seamless expansion.
Leading customer success teams around the world — including SAP, Github, Schneider Electric, Dynatrace, Drata, and Aircall — use Totango products to access actionable insights and empower teams to fuel customer-led growth.
Totango, a pioneer and leader in customer success software since 2010, merged with Catalyst Software in February 2024. The combined organization formed a CS powerhouse, which continues to grow through innovation and acquisition of AI and customer revenue operations technology and talent to help CS and revenue organizations retain and grow their customer base.
We are a remote organization with employees operating in 25 U.S. States, 6 countries, and have two offices in NYC and Tel Aviv.
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Portfolio Value Partner
Top Benefits
About the role
Who you are
- This role is ideal for someone who is energized by volume, ownership, and building in an evolving environment
- You should be comfortable managing a large portfolio of customers while maintaining strong communication, organization, and prioritization
- You should also enjoy working in an environment where things are improving and iterating quickly
- 1–3 years experience in Customer Success, Account Management, or a similar customer-facing role
- Experience managing multiple customer relationships in a SaaS or technology environment
- Strong communication and relationship management skills
- Ability to prioritize and manage a high-volume portfolio of customers
- Data-driven mindset with the ability to interpret health signals and renewal indicators
- Comfort working in a fast-moving environment where processes evolve
- If you enjoy building, experimenting, and improving how things work, this role offers the opportunity to have a real impact
- Traits That Will Make You Successful:
- Highly organized and operationally minded
- Comfortable navigating change and ambiguity
- Energized by building and improving systems
- Customer-centric with strong ownership over outcomes
- Curious and proactive in identifying ways to create value
What the job involves
- At Totango, we’re on a mission to help businesses grow by investing in their customers
- Totango’s Customer Growth Platform is centered around the entire customer journey by providing a single source of truth for insights, health monitoring, cross-functional collaboration, and workflow automations. Join us on our mission to help businesses thrive!
- Totango is looking for a Portfolio Value Partner to manage a high-volume portfolio of SMB and digitally supported customers
- This role is designed for someone who thrives in a fast-paced environment and enjoys balancing customer value, renewals, and operational scale
- The Portfolio Value Partner will own a portfolio of up to 75 customers, ensuring they realize meaningful value from Totango while successfully navigating renewal cycles
- This role is optimized for high-volume relationship management, where prioritization, efficiency, and strong communication are key
- We are also in a period of rapid evolution and growth, which means the ideal candidate is someone who is energized by change. Processes will continue to evolve, playbooks will iterate, and this role will play an active part in helping shape how we scale customer success for our growing customer base
- Value Realization:
- Own the success and value attainment of a portfolio of up to 75 SMB and digitally supported customers
- Help customers operationalize Totango to drive measurable improvements in customer retention, growth, and lifecycle management
- Reinforce best practices and strategic use cases that help customers maximize the value of the platfor
- Monitor account health, engagement signals, and product usage to ensure customers are progressing toward value
- Renewal Ownership:
- Own and manage the full renewal lifecycle for all accounts within your portfolio
- Drive proactive renewal conversations that reinforce business impact and platform value
- Identify potential risks early and work cross-functionally to mitigate them ahead of renewal
- Maintain strong retention across a high-volume book of business
- Scaled Portfolio Management:
- Manage a high-volume customer portfolio through structured prioritization based on renewal timing, account health, and opportunity signals
- Engage customers on a monthly or as-needed cadence depending on risk, value milestones, or renewal proximity
- Maintain clear documentation of value attainment, risks, and renewal readiness
- Growth & Expansion Support:
- Identify opportunities where customers could deepen their use of Totang
- Surface expansion opportunities to the sales team when appropriate
- Help customers identify new ways to operationalize Customer Success and Customer-Led Growth strategies
- Build & Iterate:
- Contribute to the evolution of our scaled Customer Success mode
- Help refine playbooks, engagement models, and renewal strategies as we continue to scale
- Share feedback and insights from customers to help improve our approach to value realization
Benefits
- Flexible PTO
- Employee equity
- Learning & development
- Remote first, hybrid friendly
- 401(k) with employer matching
- Team celebrations
- Generous parental leave
- Comprehensive health & wellness plans
About Totango
We’re experts in customer-led growth: the practice of putting your customers at the center of your go-to-market strategy, because they are your most reliable source of growth. Our Customer Revenue Optimization suite was built to help large and fast-growing businesses thrive. Our powerful suite brings together three products, each designed to deliver exceptional results, and united by an integrated customer data platform.
The Totango Customer Success Platform leverages automated workflows and engagement features to help customers achieve their desired outcomes and drive long-term growth.
Unison, our AI-powered Customer Intelligence Engine works independently, or alongside any customer success platforms. It allows businesses to more effectively predict customer risk and proactively reduce churn before it becomes an issue.
Catalyst is our dedicated tool for revenue teams, streamlining growth operations by enabling seamless expansion.
Leading customer success teams around the world — including SAP, Github, Schneider Electric, Dynatrace, Drata, and Aircall — use Totango products to access actionable insights and empower teams to fuel customer-led growth.
Totango, a pioneer and leader in customer success software since 2010, merged with Catalyst Software in February 2024. The combined organization formed a CS powerhouse, which continues to grow through innovation and acquisition of AI and customer revenue operations technology and talent to help CS and revenue organizations retain and grow their customer base.
We are a remote organization with employees operating in 25 U.S. States, 6 countries, and have two offices in NYC and Tel Aviv.