Technical Customer Success Manager
Quick Summary
As the most trusted global leader in data-first contract lifecycle management (CLM) software, Agiloft helps organizations manage the end-to-end process of proposing, negotiating, signing,
The Technical CSM is a technical-forward hybrid role that accelerates value to Agiloft customers. The FDE does hands-on technical work in response to expressed and observed customer opportunities by embedding within strategic customer accounts. FDEs rapidly execute business use cases with customers on Agiloft by partnering with Customer Success Managers and customers to deploy and optimize AI-native capabilities within Agiloft.
You will work directly with enterprise customers to:
- Identify customer opportunities as business use cases
- Translate business use cases into working technical solutions
- Design and deploy AI-enabled workflows
- Configure advanced platform capabilities
This is not a purely advisory role. FDEs build, configure, and deploy production-ready solutions in real customer environments and are expected to move quickly from diagnosis to implementation. This is a customer-facing role that may include training and assisting with customer enablement.
This role requires autonomy and collaboration because it demands strong independent execution within defined solution patterns, collaboration with senior team members on complex architectural decisions, and a constant feed-forward of insights and demand signals to product.
FDEs are tasked with facilitating significant AI adoption and utilization by collaborating closely with clients and expediting the implementation of high-impact workflows. Achievement in this position is measured by consistently increasing customer value delivery measured through consumption, rather than solely by deployment activities.
Responsibilities
~1 min read- Partner directly with enterprise customers to identify opportunities and unmet needs, and quickly translate loosely defined requirements into actionable, working solutions within the product.
- Co-develop business and technical requirements with solution pattern domains.
- Configure and deploy AI-enabled workflows using Agiloft Screens and PromptLab.
- Translate real-world use cases (e.g., regulatory review, contract analysis, automation needs) into implemented solutions.
- Diagnose and resolve workflow, configuration, and integration challenges.
- Determine when to guide customers through solutions versus directly implementing on their behalf to accelerate outcomes.
- Tune prompts and evaluate model outputs for reliability and consistency.
- Embed AI capabilities directly into operational workflows.
- Validate and refine AI-driven outputs to meet business requirements.
- Define activation success criteria and usage metrics for each deployment.
- Optimize workflows to increase sustained, repeatable usage.
- Partner with CSMs to convert initial deployments into habit-forming workflows.
- Ensure AI implementations translate into business outcomes customers value.
- Act as a technical execution partner within Customer Success Manager-led activation strategies.
- Train customer administrators and superusers.
- Document implementation patterns and best practices.
- Provide consistent product feedback based on real-world deployments.
- Collaborate closely with Customer Success, Professional Services, and Product teams.
- Contribute to development of repeatable AI activation patterns and playbooks.
- Identify opportunities to standardize and scale successful implementations.
- Provide feedback on when FDE vs CSM vs Professional Services should engage.
- Surface common blockers and inform Product and Enablement teams.
Other duties as assigned.
- Strong client-facing communication skills — able to engage both technical and business stakeholders.
- 3–6 years of experience implementing or configuring enterprise SaaS platforms.
- Experience working with LLM tooling and prompt engineering in applied environments.
- API and integration experience in production environments.
- Ability to translate business requirements into technical architecture.
- Comfortable working independently in a fully remote environment.
Listing Details
- Posted
- March 31, 2026
- First seen
- March 31, 2026
- Last seen
- April 26, 2026
Posting Health
- Days active
- 25
- Repost count
- 0
- Trust Level
- 39%
- Scored at
- April 26, 2026
Signal breakdown

Agiloft, Inc. is a technology company specializing in contract lifecycle management (CLM) and business process management software, utilizing a no-code platform and AI to help businesses automate and streamline their contract processes.
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