Customer Success Manager, Optro
+ Stock Options
More information about location
AI-powered GRC software
Job no longer available
AI-powered GRC software
201-500 employees
Job no longer available
+ Stock Options
More information about location
201-500 employees
Company mission
To redefine GRC through a single, AI-powered system of action.
Role
Who you are
- 3+ years of experience in audit (internal or external), risk management, compliance, management consulting, or specific Customer Success Management experience within a hyper-growth SaaS environment is considered
- 1+ years of experience with the AuditBoard modules, data load process, and advanced configurations is preferred
- Technical Proficiency: Experience with Salesforce CRM, Gainsight, Google Business Suite, MS Office, PowerBI, and/or other data visualization tools is highly preferred
- Analytical Skills: Strong analytical, organizational, and communication skills, both oral and written
- Customer-Centric: A passion for working daily with AB customers, ensuring they maximize their investment. Enjoy solving technical challenges and answering first-level technical questions
- Tech Enthusiast: A genuine passion for working in the tech space, driving a culture of continuous improvement while fostering an innovative work environment
- Autonomous Worker: Ability to work independently and proactively with minimal direction
- Executive Interface: Possess the ability to interface with C-level executives to drive program strategy and ROI
What the job involves
- As a Customer Success Manager at AuditBoard, you will play a pivotal role in ensuring our client's success and satisfaction
- You will be the primary point of contact for our customers, working closely with them to understand their needs, maximize the value they receive from our products/services, and drive long-term relationships
- This is a fantastic opportunity to contribute to the growth of a thriving company and make a real impact in the lives of our clients
- Account Management: Develop and maintain strong relationships with key customer stakeholders, working to develop strategic plans that align with their business objectives, driving mutual success and growth
- Product Knowledge: Stay abreast of product updates and features, providing customers with insights on how to leverage our solutions to meet their unique needs
- Issue Resolution: Proactively identify and address customer issues, collaborating with internal teams to ensure swift and effective problem resolution
- Feedback Collection: Gather customer feedback and insights, advocating for customer needs within the organization to drive product improvements
- Training and Education: Conduct 1:many sessions to empower customers to maximize the value of our products/services, offering ongoing education and support (including live webinars, email outreaches, community content, and more…)
- Retention & Expansion:
- Collaborate with customers to maximize the value they derive from our products/services, ensuring that our solutions continue to meet and exceed their expectations over time. Devote efforts to ensuring high customer satisfaction and loyalty, developing strategies to minimize churn, and fostering long-term relationships with our clients
- Identify and execute opportunities for account expansion, whether through upselling or cross-selling additional products or services, providing customers with a comprehensive and integrated solution to meet their needs
- Although this role is Remote, it will be virtually supporting customers in either the West Coast, Central or East Coast time zones and we prefer candidates to be in the Pacific Time or Mountain Standard Time or Central or Eastern Time Zones
Our take
Optro (formerly AuditBoard) provides risk and compliance software for large businesses. The company's founders spent years working at the Big Four and other global enterprises, and realized that many audit activities were still taking place in Excel sheets, or using legacy software like IBM's OpenPages, which hadn't kept up to date with the latest reporting requirements.
The result was an end-to-end platform for managing risk, helping enterprises to streamline internal audit, SOX compliance, controls management, risk management, and security compliance. It's a top-rated cloud-based platform and has won numerous awards, with the company being consistently named the market leader in Audit Management.
Now Optro is focused on expanding its AI-powered GRC platform. Following its rebrand from AuditBoard, the company acquired AI-native SOX automation platform Midship to help audit teams automate repetitive work and focus more on strategic risk analysis. And impressively, more than 50% of the Fortune 500 now use Optro's platform as it continues building AI-driven tools for risk, compliance, and cybersecurity teams.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
36% employee growth in 12 months
Company
Funding (2 rounds)
Aug 2018
$40m
SERIES B
Apr 2017
$3.6m
SERIES A
Total funding: $43.6m
Company benefits
- Health and wellness benefits: High quality health plans and access to hormonal and family-building support.
- Time away from work: Generous paid time off including vacation, holidays, sick time, bereavement, and more.
- Financial benefits: Beyond a competitive salary, plans are provided to assist in your financial future including retirement and pension plans as well as life and disability insurance.
- Parental leave: Parents are eligible for time off to care for their newborn, adopted child, or foster child. Parental leave benefits and pay vary by location.
- Professional development: Continuously grow through development workshops, mentoring programs, and more.
- Community impact: We partner with communities to provide services in addition to sponsoring our own events.
- Live your best life: Invest in yourself, on us. Our monthly wellness stipend is designed to support your life beyond the screen, giving you the flexibility to fuel your passions and your well-being.
- Mental health: Access to Headspace’s well known meditation support plus coaching and therapy, for you and additional loved ones.
Company HQ
Wilmington, DE
Leadership
Raul Villar Jr.
(CEO)Prior to joining Optro in 2025, Raul was the CEO of Paycor for nearly 6 years. They also spent over 8 years at AdvancedMD and nearly 22 years at ADP.
Jim Sperduto
(CGO)Prior to joining Optro in 2025, Jim spent over 30 years at ADP. While there, they held a number of roles, including President of Small Business, Retirement, and Insurance Services.
Haibei (Happy) Wang
(Chief Product & Technology Officer)Prior to joining Optro in 2023, Haibei was the CTO at Everbridge and Skupos. They also held VP roles at Globality, AccelOps and Scripps Network Interactive.
April Crichlow
(CMO)April spent over 17 years at SAP, ultimately as CMO at SAP SuccessFactors. They then spent 3 years at Centrical as CMO before joining Optro in 2025.
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