About CData Software, Inc.

CData is the data layer between AI and ROI—delivering the connectivity, context, and control that make enterprise AI more accurate. One platform for live access and data replication across 350+ sources, semantic intelligence that ensures context-aware responses, and built-in governance for every AI-to-data interaction. Powering AI and analytics workloads for Anthropic, Databricks, Microsoft, Google, Palantir, and more than 10,000 customers worldwide.

Behind that impact is a global team of passionate problem-solvers, engineers, and innovators who are redefining what’s possible in data connectivity.

Headquartered in Chapel Hill, North Carolina, CData has over 500 team members, with offices in North America, Europe, and Asia. We take pride not just in what we build, but in how we build it: together, with curiosity, creativity, and a shared drive to push boundaries.

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