CData Software

Serve as the primary technical and customer success owner for accounts, leading onboarding, adoption, risk management, and expansion, while coordinating with cross-functional teams. | Requires 5+ years in Technical Customer Success or similar roles, with strong experience in SQL, APIs, data integration, and troubleshooting multi-system environments. | About the role The Technical Customer Success Manager (CSM) at CData serves as the primary owner and technical advisor for customers from contract signature through onboarding, adoption, renewal, and expansion. This role blends deep technical expertise with customer success ownership, ensuring customers achieve value, stability, and scalability from CData’s connectivity, integration, and data access products. The CSM leads and orchestrates all post-sales activity by coordinating Onboarding Specialists, Support, Product, Engineering, Sales, and Marketing, while maintaining a single accountable owner for customer outcomes. What you'll do Serve as the primary technical and customer success owner for assigned accounts Lead customer kickoff, onboarding, and success planning from Day 1 Own and maintain a living Success Plan, including onboarding milestones, adoption goals, and renewal readiness Execute Customer Success playbooks across onboarding, adoption, risk management, renewal, and expansion Provide regular leadership updates on account health, risks and blockers, mitigation plans, and next steps Develop deep knowledge of each customer’s architecture, use cases, and business objectives Advise customers on best practices for implementing and scaling CData products, including: CData Sync / Replication CData Connect & Connect AI API Server JDBC, ODBC, and ADO.NET drivers Provide technical guidance on: Authentication and security models Performance tuning and query optimization High availability, scaling, and fault tolerance Cloud, hybrid, and on-prem architectures Partner with Onboarding Specialists to ensure timely onboarding and time-to-value Track and drive adoption metrics such as active connectors, data sources integrated, query volumes, and sync jobs Proactively identify risks, anti-patterns, and adoption gaps and drive mitigation plans Identify and execute opportunities to expand usage across teams, workloads, and products Act as the technical escalation owner for assigned accounts Coordinate with Support and Engineering to drive issue resolution Translate complex technical issues into clear, customer-ready communication Maintain customer health scores and risk indicators, ensuring mitigation ahead of renewal cycles Partner with Sales on renewals and expansion motions Lead QBRs and executive reviews, presenting ROI, value delivered, and future roadmap Act as the voice of the customer to Product and Engineering Capture and document customer feedback, gaps, and feature requests Develop customer success stories and case studies Create reusable customer success assets, including best-practice guides, reference architectures, playbooks, and FAQs Qualifications Must Have: Bachelor’s degree in Computer Science, Engineering, Information Systems, or equivalent experience 5+ years in Technical Customer Success, Solutions Architecture, Integration Engineering, or similar Strong hands-on experience with: SQL and relational databases (Snowflake, SQL Server, Postgres, Oracle, etc.) REST APIs, OAuth, tokens, pagination, and rate limits Data integration, replication, or ELT pipelines JDBC / ODBC / ADO.NET Ability to troubleshoot multi-system, production-grade environments Strong written and verbal communication with engineers and executives Proven ability to manage complex accounts with multiple stakeholders Nice to Have: Experience with AWS, Azure, or GCP Familiarity with modern data stacks (BI, analytics, warehouses, orchestration) Knowledge of enterprise security (SSO, certificates, private networking) Experience with SaaS, data platforms, or integration products