Lead Customer Success Engineer

Role Overview

The Customer Success Engineer (CSE) serves as a strategic advisor and product subject matter expert (SME) helping customers maximize business outcomes from their Freshworks investment. Operating at the intersection of Customer Success Product Expertise Operational Transformation and AI Innovation CSEs partner with customers to drive product adoption accelerate value realization support revenue growth mitigate customer risk and influence product evolution through strategic customer insights.

The CSE role directly contributes to the six strategic pillars of the Solutions & Success organization: Create Demand Increase Win Probability Expand Accounts Scale the Revenue Engines Protect Revenue & People.

Core Responsibilities

1. Create Demand

Support customer engagement activities that create awareness demonstrate value and generate future opportunities.

Responsibilities

• Conduct workflow audits discovery sessions operational assessments and stakeholder workshops to understand customer requirements and identify improvement opportunities.
• Participate in webinars customer communities advisory boards executive roundtables and thought leadership initiatives.
• Promote AI best practices customer use cases and success frameworks that demonstrate measurable business value and generate customer interest.

2. Increase Win Probability

Position Freshworks as a trusted strategic partner by providing consultative guidance and industry expertise.

Responsibilities

• Act as a strategic advisor on industry trends AI innovation service management evolution and digital workplace transformation.
• Develop and showcase customer success stories transformation journeys and measurable business outcomes.
• Provide consultative guidance across ITSM ESM ITAM and ITOM capabilities aligning platform capabilities with business outcomes such as:
  • Enhanced employee and customer experiences
  • Increased self-service adoption
  • Data-driven decision making
  • Productivity improvements
  • Operational efficiency

3. Expand Accounts

Drive customer adoption and identify opportunities for long-term growth.

Responsibilities

• Partner with Customer Success Managers and Account Managers to support expansion strategies through adoption insights and business outcome alignment.
• Analyze product utilization trends and recommend initiatives that improve platform adoption and support revenue growth.
• Provide strategic recommendations that align customer objectives with long-term transformation initiatives.
• Guide customers on embedding AI into workflows self-service experiences automation strategies and employee support operations.
• Improve AI adoption and value realization by helping customers achieve measurable business outcomes.

4. Scale the Revenue Engines

Develop scalable programs assets and operational best practices that increase organizational effectiveness.

Responsibilities

• Build scalable enablement assets including: Playbooks Best practice guides Maturity models Adoption frameworks FAQs Dashboards ROI methodologies.
• Lead workshops webinars and enablement programs that can be reused across customer segments and internal teams.
• Standardize customer engagement methodologies and value realization practices.
• Consolidate customer insights adoption trends feature requests and operational challenges to influence product strategy and roadmap prioritization.
• Participate in product reviews beta programs steering committees and strategic customer initiatives.
• Identify and implement AI-driven efficiencies that improve productivity accelerate execution and enhance team scalability.

5. Protect Revenue

Drive proactive customer engagement to improve adoption reduce risk and support retention.

Responsibilities

• Partner with Customer Success Managers and Account Managers on retention strategies through proactive engagement and adoption planning.
• Identify adoption barriers utilization gaps operational inefficiencies and customer risks using data-driven analysis.
• Monitor customer health indicators operational performance metrics and adoption trends to proactively address risks.
• Support at-risk account mitigation through Technical consultation Workflow optimization Solution recommendations and Executive alignment
• Collaborate with the Risk Steering Committee by providing customer insights and contributing to mitigation strategies.

6. People

Contribute to organizational excellence while fostering collaboration and continuous learning.

Responsibilities

• Support organizational initiatives that drive business impact and operational excellence.
• Enable customer-facing teams through coaching knowledge sharing and technical enablement.
• Foster a culture of continuous learning innovation accountability and customer obsession.
• Collaborate effectively across Go-to-Market (GTM) teams to drive strategic programs and organizational priorities.
• Continuously build AI expertise while contributing to team-wide AI initiatives and capability development.

Qualifications :

Key Qualifications

The ideal candidate will possess the following qualifications:

Experience

• 5 years of experience in Customer Success Solutions Engineering Technical Consulting Service Management or related customer-facing roles.
• Experience conducting workshops process consultations enablement sessions and executive-level customer engagements.
• Proven experience collaborating cross-functionally with Product Engineering Support Sales and Customer Success organizations.

Technical & Domain Expertise

• Working knowledge of ITIL principles and service management best practices (ITIL certification preferred).
• Strong understanding of Employee Service Management (ESM) workflow automation operational transformation and digital workplace processes.
• Experience working with enterprise SaaS platforms related to service management workflow orchestration employee experience or operational support systems.
• Deep understanding of workflow optimization automation integrations analytics and AI-enabled operational experiences.

Business & Consulting Skills

• Strong analytical skills with the ability to interpret customer health indicators adoption metrics and operational performance trends.
• Excellent communication presentation and stakeholder management skills with the ability to engage both technical and executive audiences.
• Demonstrated ability to influence product direction through structured customer feedback and strategic insights.

Other Requirements

• Willingness to travel up to 30% based on business needs.

Additional Information :

At Freshworks we have fostered an environment that enables everyone to find their true potential purpose and passion welcoming colleagues of all backgrounds genders sexual orientations religions and ethnicities. We are committed to providing equal opportunity and believe that diversity in the workplace creates a more vibrant richer environment that boosts the goals of our employees communities and business. Fresh vision. Real impact. Come build it with us.

Remote Work :

No

Employment Type :

Full-time