Coconut Software
A Customer Success Manager at Coconut Software owns a mixed portfolio of customers, driving adoption, leading strategic conversations, and helping customers connect their goals to measurable outcomes. The role involves managing named accounts, contributing to scaled customer success motions, and ensuring customers achieve value from their investment in Coconut Software.
Headquarters
Saskatoon, Saskatchewan, Canada
Company Size
51-200 employees
Founded
2007
Coconut Software is an AI-powered, purpose-built platform for banks and credit unions that streamlines how financial institutions manage client interactions across branches and digital channels. Its suite includes appointment scheduling, lobby management, workforce management, video banking, and intelligent advisor matching to connect clients with the right expert at the right time. By unifying branch demand signals with analytics and forecasting tools, Coconut helps financial institutions optimize staffing, improve customer experience, and drive stronger meeting outcomes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Coconut Software .
29% below the average for this role
What Coconut Software CFO Matt Petrow learned while raising a Series B
Nov 25, 2022