Portfolio Value Partner

At Totango, we’re on a mission to help businesses grow by investing in their customers. Totango’s Customer Growth Platform is centered around the entire customer journey by providing a single source of truth for insights, health monitoring, cross‑functional collaboration, and workflow automations. Join us on our mission to help businesses thrive
Who we are
Bias for action.
We don’t wait. We use good judgment, make decisions quickly, and keep things moving — even if that means learning by doing
Constructive dissent.
We speak up and debate ideas with respect. Once a decision is made, we align and move forward as a team.
Assume Positive intent.
We assume the best in each other. No politics, no blame — we are one team working toward a shared goal.
Clear communication.
We don’t rely on guesswork. We’re specific with our words and always make sure decisions are clearly understood.
Work >

meetings.
Meetings help us get aligned, but the real work happens during focused time and with customers. We protect that time fiercely.
Nothing is sacred.
We’re not tied to how things were done before. We adapt fast, iterate often, and build what’s right for what’s next.
OverviewTotango is looking for a
Portfolio Value Partner
to manage a high‑volume portfolio of SMB and digitally supported customers. This role is designed for someone who thrives in a fast‑paced environment and enjoys balancing
customer value, renewals, and operational scale.
The Portfolio Value Partner will own a portfolio of
up to 75 customers, ensuring they realize meaningful value from Totango while successfully navigating renewal cycles. This role is optimized for
high‑volume relationship management, where prioritization, efficiency, and strong communication are key.
We are also in a period of
rapid evolution and growth, which means the ideal candidate is someone who is energized by change. Processes will continue to evolve, playbooks will iterate, and this role will play an active part in helping shape how we scale customer success for our growing customer base.
If you enjoy
building, experimenting, and improving how things work, this role offers the opportunity to have a real impact.
Responsibilities
Own the success and value attainment of a portfolio of
up to 75 SMB and digitally supported customers
Help customers operationalize Totango to drive measurable improvements in customer retention, growth, and lifecycle management
Reinforce best practices and strategic use cases that help customers maximize the value of the platform
Monitor account health, engagement signals, and product usage to ensure customers are progressing toward value
Renewal Ownership
Own and manage the full renewal lifecycle
for all accounts within your portfolio
Drive proactive renewal conversations that reinforce business impact and platform value
Identify potential risks early and work cross‑functionally to mitigate them ahead of renewal
Maintain strong retention across a
high‑volume book of business
Manage a
high‑volume customer portfolio
through structured prioritization based on renewal timing, account health, and opportunity signals
Engage customers on a
monthly or as‑needed cadence
depending on risk, value milestones, or renewal proximity
Maintain clear documentation of value attainment, risks, and renewal readiness
Growth & Expansion Support
Identify opportunities where customers could deepen their use of Totang
Surface expansion opportunities to the sales team when appropriate
Help customers identify new ways to operationalize Customer Success and Customer‑Led Growth strategies
Build & Iterate
Contribute to the evolution of our
scaled Customer Success mode
Help refine playbooks, engagement models, and renewal strategies as we continue to scale
Share feedback and insights from customers to help improve our approach to value realization
Ideal CandidateThis role is ideal for someone who is energized by
volume, ownership, and building in an evolving environment.
You should be comfortable managing a large portfolio of customers while maintaining strong communication, organization, and prioritization.
You should also enjoy working in an environment where
things are improving and iterating quickly .
Qualifications
1–3 years experience in Customer Success, Account Management, or a similar customer‑f