Cassidy
Overview
Cassidy is a no-code platform enabling businesses to create custom AI workflows and assistants powered by their data. We have recently raised our Series A and are scaling quickly. Cassidy is trusted by companies like Justworks, Multiverse, and NTT Data to tackle problems that were previously difficult to automate. Our customers use Cassidy to unlock new workflows, automate operations, and power AI assistants across a wide range of industries and use cases. Why this role We typically land with a single high-value workflow, then expand into adjacent use cases and teams. We’re hiring our founding
Customer Experience Lead
to design and own the entire post-sales journey, from onboarding to value realization, then ongoing adoption, expansion, and renewal. You’ll be both hands-on with customers—owning key accounts directly—and strategic, building the playbooks and systems that will scale our customer success function across the company. This is not a transactional account manager role. It’s a builder/strategist role for someone who thinks like a product manager or engagement manager and loves turning messy, cross-functional customer problems into scalable systems and playbooks, then proving impact with data. What you\'ll do Own the post-sales lifecycle, end-to-end. Manage a portfolio of strategic customers directly while also designing and running onboarding, activation, adoption, expansion, and renewal motions. Build the CX operating system: segmentation, journey maps, health scoring, leading indicators, playbooks, and QBR/EBR cadences. Stand up tooling (CRM, product usage data, docs) and evolve it as we scale. Architect land → expand: map the wedge use case, identify adjacent expansions, multithread stakeholders, and create value narratives that unlock budget and executive sponsorship. Partner with Solutions Engineers to translate business goals into crisp solution briefs/specs; co-scope pilots and rollouts; ensure delivery hits success criteria on time. Prove value with data: define activation events and time-to-first-value, instrument product usage, build ROI models, and use them in exec-level QBRs and references. Be the Voice of the Customer: synthesize insights for Product/Eng; influence roadmap prioritization and packaging; help Sales with scoping and value framing. Create leverage: productize templates, checklists, and playbooks. As we grow, help hire and mentor a small CX team (player-coach path). What makes you a great fit Builder-operator mindset: you’ve created post-sales or adoption programs from zero and scaled them, ideally in a horizontal or multi-use-case product. Strategic + hands-on: comfortable setting the blueprint (journeys, metrics, playbooks) and also running the customer relationships yourself. Consultative problem solver: exceptional discovery, solution framing, and executive communication; you can multithread across ICs, managers, and budget owners. Product-fluent: you can read API docs/technical briefs at a high level, write clear solution specs, and collaborate deeply with engineers (no coding required, but data literacy helps). Data-driven: you define success with activation, adoption, expansion metrics, and you’re fluent with product usage data and CRM discipline. Backgrounds that tend to thrive: 4-6 years of experience in Product Management, Strategy/Management Consulting, Solutions/Value Engineering, RevOps/BizOps, or Founder-type CS leaders. Nice to have
Early-stage startup experience; horizontal platforms or multiple ICPs Comfortable with SQL or spreadsheets for quick analysis; experience building ROI models or business cases Experience with Gainsight/Catalyst/Totango (or standing up lightweight CS systems in Notion/Airtable/HubSpot/Salesforce) Seniority level
Mid-Senior level Employment type
Full-time Job function
Consulting and Sales Software Referrals increase your chances of interviewing at Cassidy by 2x Inferred from the description for this job: Medical insurance, Vision insurance, 401(k) Get notified about new Product Manager jobs in New York, NY. New York, NY $114,000.00-$167,000.00 6 days ago New York, NY $68,200.00-$105,525.00 1 week ago New York, NY $142,000.00-$201,000.00 1 week ago New York, NY $132,000.00-$189,000.00 2 weeks ago New York, NY $87,500.00-$121,100.00 6 days ago Product Innovation Manager (Hybrid Role - New York) New York, NY $90,000.00-$105,000.00 1 week ago New York, NY $171,000.00-$238,000.00 1 day ago New York, NY $202,000.00-$277,000.00 1 day ago New York, NY $249,000.00-$323,000.00 6 days ago New York, NY $202,000.00-$277,000.00 1 week ago New York, NY $110,000.00-$135,000.00 2 months ago New York, NY $121,000.00-$214,000.00 4 days ago New York, NY $132,000.00-$148,000.00 2 weeks ago New York, NY $120,000.00-$160,000.00 1 week ago New York, NY $87,500.00-$121,100.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Cassidy is a no-code platform enabling businesses to create custom AI workflows and assistants powered by their data. We have recently raised our Series A and are scaling quickly. Cassidy is trusted by companies like Justworks, Multiverse, and NTT Data to tackle problems that were previously difficult to automate. Our customers use Cassidy to unlock new workflows, automate operations, and power AI assistants across a wide range of industries and use cases. Why this role We typically land with a single high-value workflow, then expand into adjacent use cases and teams. We’re hiring our founding
Customer Experience Lead
to design and own the entire post-sales journey, from onboarding to value realization, then ongoing adoption, expansion, and renewal. You’ll be both hands-on with customers—owning key accounts directly—and strategic, building the playbooks and systems that will scale our customer success function across the company. This is not a transactional account manager role. It’s a builder/strategist role for someone who thinks like a product manager or engagement manager and loves turning messy, cross-functional customer problems into scalable systems and playbooks, then proving impact with data. What you\'ll do Own the post-sales lifecycle, end-to-end. Manage a portfolio of strategic customers directly while also designing and running onboarding, activation, adoption, expansion, and renewal motions. Build the CX operating system: segmentation, journey maps, health scoring, leading indicators, playbooks, and QBR/EBR cadences. Stand up tooling (CRM, product usage data, docs) and evolve it as we scale. Architect land → expand: map the wedge use case, identify adjacent expansions, multithread stakeholders, and create value narratives that unlock budget and executive sponsorship. Partner with Solutions Engineers to translate business goals into crisp solution briefs/specs; co-scope pilots and rollouts; ensure delivery hits success criteria on time. Prove value with data: define activation events and time-to-first-value, instrument product usage, build ROI models, and use them in exec-level QBRs and references. Be the Voice of the Customer: synthesize insights for Product/Eng; influence roadmap prioritization and packaging; help Sales with scoping and value framing. Create leverage: productize templates, checklists, and playbooks. As we grow, help hire and mentor a small CX team (player-coach path). What makes you a great fit Builder-operator mindset: you’ve created post-sales or adoption programs from zero and scaled them, ideally in a horizontal or multi-use-case product. Strategic + hands-on: comfortable setting the blueprint (journeys, metrics, playbooks) and also running the customer relationships yourself. Consultative problem solver: exceptional discovery, solution framing, and executive communication; you can multithread across ICs, managers, and budget owners. Product-fluent: you can read API docs/technical briefs at a high level, write clear solution specs, and collaborate deeply with engineers (no coding required, but data literacy helps). Data-driven: you define success with activation, adoption, expansion metrics, and you’re fluent with product usage data and CRM discipline. Backgrounds that tend to thrive: 4-6 years of experience in Product Management, Strategy/Management Consulting, Solutions/Value Engineering, RevOps/BizOps, or Founder-type CS leaders. Nice to have
Early-stage startup experience; horizontal platforms or multiple ICPs Comfortable with SQL or spreadsheets for quick analysis; experience building ROI models or business cases Experience with Gainsight/Catalyst/Totango (or standing up lightweight CS systems in Notion/Airtable/HubSpot/Salesforce) Seniority level
Mid-Senior level Employment type
Full-time Job function
Consulting and Sales Software Referrals increase your chances of interviewing at Cassidy by 2x Inferred from the description for this job: Medical insurance, Vision insurance, 401(k) Get notified about new Product Manager jobs in New York, NY. New York, NY $114,000.00-$167,000.00 6 days ago New York, NY $68,200.00-$105,525.00 1 week ago New York, NY $142,000.00-$201,000.00 1 week ago New York, NY $132,000.00-$189,000.00 2 weeks ago New York, NY $87,500.00-$121,100.00 6 days ago Product Innovation Manager (Hybrid Role - New York) New York, NY $90,000.00-$105,000.00 1 week ago New York, NY $171,000.00-$238,000.00 1 day ago New York, NY $202,000.00-$277,000.00 1 day ago New York, NY $249,000.00-$323,000.00 6 days ago New York, NY $202,000.00-$277,000.00 1 week ago New York, NY $110,000.00-$135,000.00 2 months ago New York, NY $121,000.00-$214,000.00 4 days ago New York, NY $132,000.00-$148,000.00 2 weeks ago New York, NY $120,000.00-$160,000.00 1 week ago New York, NY $87,500.00-$121,100.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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