Position Overview
The Technical Customer Success Manager – Integrations enables customers to deploy scalable, reliable, and efficient integrations using Agiloft’s Integration Hub. This role drives measurable improvements in integration stability, adoption, and usage efficiency across the customer lifecycle.
Operating at the intersection of customer success, technical advisory, and product insight, this role partners directly with customers and internal teams to validate integration design, reduce technical risk, and accelerate time to value. It focuses on identifying inefficiencies, improving architecture patterns, and ensuring integrations are production-ready and sustainable.
The role contributes to customer retention and expansion by improving adoption in underutilized accounts and stabilizing high-risk environments. It also builds repeatable frameworks, playbooks, and review mechanisms that scale integration success across the customer base. Strong performance results in healthier usage patterns, reduced overages, and consistent delivery of high-quality integration outcomes.
Job Responsibilities
Customer Integration Advisory & Design Validation
Lead structured Integration Success Reviews across implementation and post-go-live milestones
Evaluate integration architecture for scalability, reliability, and observability
Translate business requirements into stable, supportable integration designs
Identify technical risks early and recommend actionable improvements
Provide hands-on problem solving in live customer environments
Usage Optimization & Risk Mitigation
Analyze task consumption patterns and identify inefficiencies or instability drivers
Recommend optimized integration patterns (event-based, delta-based, etc.)
Support high-risk accounts with overconsumption or unstable integrations
Develop prioritized remediation and stabilization plans
Improve overall system efficiency and cost alignment
Customer Adoption & Value Realization
Partner with Customer Success to activate underutilized Integration Hub accounts
Remove technical blockers to enable production adoption
Guide customers from low usage to stable, value-driven integration deployment
Support retention and expansion through improved customer outcomes
Program Development & Cross-Functional Enablement
Build and refine review frameworks, templates, and integration playbooks
Standardize repeatable practices for scalable customer success
Partner with Product to identify gaps and influence roadmap priorities
Collaborate across Customer Success, Professional Services, and partners
Define engagement models based on risk and complexity levels
Other duties as assigned.
Required Qualifications
4–7 years of experience in enterprise SaaS integrations or implementation roles
Strong client-facing communication and stakeholder management skills
Experience with APIs, JSON, Postman, and integration troubleshooting
Strong critical thinking and problem-solving capabilities in complex environments
Ability to assess risk and translate findings into actionable recommendations
Experience working cross-functionally in customer-facing environments
Ability to manage multiple engagements in a remote, fast-paced setting
Experience with automation tools or AI-enabled systems in workflows
Preferred Qualifications
Experience with iPaaS platforms (Workato, MuleSoft, Boomi, Tray, etc.)
Workato certifications (Foundations, Implementation, Consultant)
Experience integrating ERP, CRM, CLM, or document systems
Familiarity with event-driven architecture and consumption modeling
Experience building scalable playbooks or customer success programs
Background in legal tech, CLM, or workflow automation
Experience in forward deployed engineering or technical account management
What Makes a Strong FDE at Agiloft
You are execution-oriented and hands-on.
You move quickly from diagnosis to implementation.
You are comfortable embedding in complex customer environments and owning defined outcomes.
You enjoy solving practical business problems using AI and automation.
You balance technical depth with clear customer communication.
You are curious and continually refine your solutions.
You thrive in remote collaboration environments.
You focus on driving usage and outcomes, not just completing implementations.
You balance speed with practicality, shipping MVP solutions and iterating quickly.
