Dynamic Customer Success Advisor

Company Overview Docusign brings agreements to life. Over 1.5 million customers and more than a billion people in over 180 countries use Docusign solutions to accelerate the process of doing business and simplify people’s lives. With intelligent agreement management, Docusign unleashes business-critical data that is trapped inside of documents. Until now, these were disconnected from business systems of record, costing businesses time, money, and opportunity. Using Docusign’s Intelligent Agreement Management platform, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and contract lifecycle management (CLM). What you'll do As the Customer Success Specialist, you are an extension of the Customer Success Account Management (CSAM) team who oversee an incoming queue of requests. Their primary function is to connect customers with the right resources while ensuring an outstanding customer experience, as measured by NPS, net revenue retention, referrals, and product usage indicators. The Customer Success Specialist performs just in time tactical account management activities. They will collaborate with other team members to coordinate successful customer engagement, product enablement, and demonstrate value across the entire customer journey. The ideal candidate excels in both one-to-one and one-to-many customer engagements, delivering a consistent experience and seamlessly coordinating lifecycle touchpoints to ensure a high-quality, customer-centric journey. This position is an individual contributor role reporting to the Senior Manager, Scaled Customer Management. Responsibility Conduct 1-to-1 customer engagements focused on product adoption, value realization, and satisfaction Prepare for meetings using customer goals, usage data, and support history Follow defined success plans and frameworks to guide customers toward adoption milestones and retention drivers Use consultative techniques to align Docusign solutions with customer goals, pain points, and industry-specific use cases Identify growth opportunities and recommend feature adoption paths that support long-term business objectives Influence renewal readiness by driving successful product usage and showcasing best practices Collaborate with Product, Support, Renewals, and Sales to ensure a seamless, coordinated customer experience Escalate blockers or recurring issues to senior team members and functional leads as needed Maintain accurate engagement records and follow-ups in Salesforce and Gainsight Meet performance targets related to engagement volume, CSAT, and adoption outcomes consistently Build trust through clear, responsive communication and product expertise Promote use of self-service resources and advocate for follow-up sessions to drive deeper adoption Maintain strong product knowledge and stay informed on relevant customer industries and challenges Support or lead product showcase sessions and webinars to promote advanced features and use cases Job Designation Remote: Employee is not required to be in or near an office frequently and works from a designated remote work location for the majority of the time. Positions at Docusign are assigned a job designation of either In Office, Hybrid or Remote and are specific to the role/job. Preferred job designations are not guaranteed when changing positions within Docusign. Docusign reserves the right to change a position's job designation depending on business needs and as permitted by local law. What you bring Basic 2+ years of experience in a customer-facing role such as Customer Success, Account Management, or Support Experience conducting consultative customer engagements focused on product adoption, value realization, and satisfaction Experience with customer engagement platforms (e.g., Salesforce, Gainsight) for tracking activities, documenting outcomes, and managing tasks Experience interpreting customer usage data, support history, and feedback to tailor engagements and drive outcomes Preferred Experience in a SaaS or technology environment Demonstrated ability to identify upsell opportunities and align product value to customer business objectives Familiarity with vertical-specific customer needs and use cases (e.g., legal, finance, HR, sales) Experience hosting product showcases, webinars, or user group sessions Ability to analyze and act on customer health metrics and lifecycle indicators Comfortable navigating change, ambiguity, and shifting priorities in a fast-paced environment Strong communication and interpersonal skills, with the ability to build trust quickly and lead customer conversations with clarity and confidence Organized and self-motivated with strong time management skills and attention to detail Comfortable collaborating with cross-functional teams such as Product, Sales, Support, and Renewals to coordinate customer engagement Proficiency in using self-service tools, knowledge bases, and resources to support customer enablement Life at DocuSign Working here Docusign is committed to building trust and making the world more agreeable for our employees, customers and the communities in which we live and work. You can count on us to listen, be honest, and try our best to do what’s right, every day. At Docusign, everything is equal. We each have a responsibility to ensure every team member has an equal opportunity to succeed, to be heard, to exchange ideas openly, to build lasting relationships, and to do the work of their life. Best of all, you will be able to feel deep pride in the work you do, because your contribution helps us make the world better than we found it. And for that, you’ll be loved by us, our customers, and the world in which we live. Accommodation Docusign is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need such an accommodation, or a religious accommodation, during the application process, please contact us at [email protected]. If you experience any issues, concerns, or technical difficulties during the application process please get in touch with our Talent organization at [email protected] for assistance. Applicant and Candidate Privacy Notice