Principal - Customer Value Management

Ovii's Interpretation of the Role

Principal Customer Value Management leads enterprise‑level customer success, unifying sales and CSM teams while driving retention, upsell and strategic governance across high‑value accounts. The role combines portfolio ownership, executive relationship management and cross‑functional project delivery for industry verticals.

Role Snapshot

• Enterprise relationship leader
• Portfolio & practice manager
• Executive stakeholder liaison
• Revenue protection & growth driver
• Program & project manager
• People leader for CSM team

Must-Have Requirements

• Enterprise relationship management
• SaaS enterprise client experience
• Program and project management
• People leadership
• Industry vertical expertise (banking, finance, insurance, healthcare)
• enterprise relationship management
• SaaS enterprise client work
• program and project management
• people leadership
• industry vertical expertise
• Bachelor's degree

Nice-to-Have Signals

• Start‑up experience (2+ years)
• Strong interpersonal skills
• Organization and presentation skills
• Relationship building
• Passion for delivering business value
• start‑up experience

Work Setup

• Location: USA
• Employment type: Full-Time

Eligibility Gates

• Visa sponsorship: unknown

Not Specified in JD

• Visa sponsorship
• Salary range
• Remote eligibility

What You'll Likely Work On

• Define and execute customer strategy, executive relations and thought leadership for assigned verticals
• Coach and enable CSMs, set expectations and manage risks/escalations with internal and customer stakeholders
• Own revenue protection, customer experience and referenceability across a portfolio of high‑value accounts
• Drive governance cadence (QBRs, monthly reviews) and uncover data‑based insights for client leadership
• Lead project‑level delivery, product demos and onboarding improvements in partnership with cross‑functional teams
• Handle 1‑2 strategic accounts directly (>$1M revenue) while supporting broader account expansion
• Collaborate with sales to identify upsell and expansion opportunities
• Assist in recruiting, hiring and developing Customer Success Managers

Good Fit If You Have

• Proven ability to manage large enterprise relationships and drive revenue outcomes
• Strong track record of program/project leadership in SaaS environments
• Experience leading teams and coordinating with engineering and solution groups