Technical Customer Success Manager guiding customers in using Boldstream™ for marketing data insights. Owning onboarding, retention, and customer success in a data-driven agency environment.
Responsibilities
Serve as a primary point of contact for Boldstream™ customers, owning onboarding, technical enablement, adoption, and long-term success
Develop a deep understanding of customers’ marketing, brand, communications, and performance data, and guide them in using Boldstream to answer real business questions
Interpret and explain marketing analytics, dashboards, and data outputs, helping customers understand what the data means and how to act on it
Support customers with the technical configuration of the platform, including data sources, integrations, reporting structures, and workflows
Monitor platform usage, data quality, and customer health signals; proactively identify risks, opportunities for optimisation, and expansion potential
Deliver product training, technical walkthroughs, workshops, and demos tailored to different stakeholder groups (marketing, analytics, leadership)
Act as a technical escalation point for customers, working closely with analytics, product, and operations teams to resolve issues and improve outcomes
Capture structured customer feedback, usage patterns, and data challenges, and translate these into actionable insights for the product roadmap
Partner with commercial and leadership teams on renewals, upsell, and expansion conversations, grounded in demonstrated customer value
Maintain accurate account documentation and contribute to reporting on KPIs such as engagement, retention, NRR, and churn
Help define and refine scalable Customer Success processes as the platform and customer base grow
Requirements
4+ years’ experience in a Customer Success, Technical Account Manager, or Account Management role within SaaS, marketing technology, analytics, or a data-driven agency environment
Strong understanding of the marketing and communications landscape, including brand performance, campaign measurement, and analytics concepts
Comfortable working with data, dashboards, and reporting tools, and explaining complex insights in a clear, client-friendly way
Technical curiosity and aptitude, with the ability to understand integrations, data flows, and platform configurations
Confident communicator with excellent presentation skills and experience engaging senior stakeholders
Commercially minded, with experience supporting renewals, expansion, or value-based growth conversations
Highly organised, proactive, and comfortable operating in a fast-moving, evolving product environment
Nice to Have
Experience working with AI-enabled platforms, data analytics tools, or marketing intelligence software
Knowledge of data integrations, automation, APIs, or reporting pipelines
Background in a startup, scale-up, or agency environment
Experience working closely with product and engineering teams
Benefits
**Pensions:** a 5% employer contribution.
**Private Healthcare:** Vitality
**Holiday:** unlimited holiday (including all UK public holidays) – we trust our staff to take the time they need and still excel in their jobs – and days off for birthdays and moving house are guaranteed!
**Very Flexible working**
**Socials:** team socials regularly, chosen by the team.
**Team retreats:** time to get to know each other away from the office.
**Bonus:** transparent bonus structure where you can receive a % of base salary based on personal and company performance.
**Supporting good causes:** we contribute some of our outperformance to charitable causes which the team help choose.
**Wellness:** time within working hours every week for those that want or need it.
**Monthly benefits budget:** £50 per month, every month, to spend on whatever you want – from a home delivered vegetable box and discounted gym memberships, to mental health support and professional coaching.
**A CARBON NEUTRAL BUSINESS**
Boldspace measures its performance on profit, people and planet combined. From day one, we will offset your carbon footprint entirely. The cost of this is covered 100% by the company.
Job title
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