Lead Customer Success Advisor

Job Description

About Boomi and What Makes Us Special

Are you ready to work at a fast-growing company where you can make a difference? Boomi aims to make the world a better place by connecting everyone to everything, anywhere. Our award-winning, intelligent integration and automation platform helps organizations power the future of business. At Boomi, you’ll work with world-class people and industry-leading technology. We hire trailblazers with an entrepreneurial spirit who can solve challenging problems, make a real impact, and want to be part of building something big. If this sounds like a good fit for you, check out boomi.com or visit our Boomi Careers page to learn more.

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Lead Customer Success Advisor

Position Overview

The Lead Customer Success Advisor is a senior, principal-level role operating at the intersection of technical account management, solution architecture, and value realization. The role will partner closely with Customer Success Managers (CSMs) as a strategic coach and advisor, helping shape how CSMs lead repeatable and scalable technical adoption and outcome-based conversations with customers.

As a trusted advisor, the Lead Customer Success Advisor brings deep knowledge across the breadth of the Boomi platform to coach CSMs on driving increased and effective product adoption. The Lead Customer Success Advisor will help CSMs understand and interpret core platform telemetry across their portfolios, enabling the delivery of appropriate technical playbooks that improves platform adoption, optimization and scale.

Success in this role will be measured by sustained improvements in customer adoption and usage of the platform, stronger technical health and stability, and the ability of CSMs to consistently and confidently deliver these technical motions across their portfolios, resulting in improved retention and long-term customer value.

Key Responsibilities:

Technical Advisory & Coaching: Partner with and coach CSMs in engaging customer architects and IT leaders, guiding how Boomi can be leveraged to address complex integration, automation, API management, AI, and data orchestration needs.

Architecture Insight & Guidance: Help CSMs understand customer architectures, integrations, and usage patterns in order to surface technical debt, optimization opportunities, and whitespace across the Boomi platform.

Prescriptive Adoption Coaching: Enable CSMs with contextual, prescriptive guidance that helps prioritize adoption, optimization, and modernization initiatives aligned to customer outcomes and platform best practices.

Platform Enablement & Advocacy: Equip CSMs with the knowledge and narratives needed to guide customers through new capabilities, expanded platform usage, and evolution toward modern, scalable architectures.

Adoption Outcomes & Value Enablement: Work across teams to enable measurable, outcome-driven improvements in product adoption and platform usage through scalable, repeatable technical playbooks delivered by CSMs.

Optimization & Modernization Coaching: Coach CSMs on platform optimization and modernization motions—focused on scalability, reliability, performance, and security—to support evolving customer use cases.

Technical Risk & Issue Guidance: Support CSMs in identifying and navigating complex technical risks and adoption blockers, helping coordinate cross-functional support when deeper intervention is required.

Technical Success Reviews: Enable and support CSMs in leading the technical components of QBRs and Success 360 sessions, focusing on adoption progress, architectural health, optimization opportunities, and roadmap alignment.

Essential Technical Requirements:

10+ years of experience in Customer Success or technical roles such as Solution Architect, Consultant, Systems Engineer, or Technical Account Manager with a focus on enterprise integration.

In-depth knowledge of iPaaS (Integration Platform as a Service), API and Data management, and cloud architecture (AWS, Azure, or Google Cloud).

Strong ability to articulate and architect complex technical solutions for cloud-based, hybrid, and on-premise systems.

Ability to engage with CXOs and technical stakeholders on subjects such as total cost of ownership, technical roadmaps, and architecture optimization.

Strong stakeholder management skills and ability to communicate complex technical concepts to both technical and non-technical audiences.

Desirable Requirements:

SaaS vendor experience, particularly in Customer Success or Technical Account Management roles.

Hands-on experience with Boomi, iPaaS solutions, or other integration or data management platforms

Advanced degree in a technical discipline (Computer Science, Engineering, or equivalent).

Be Bold. Be You. Be Boomi. We take pride in our culture and core values and are committed to being a place where everyone can be their true, authentic self. Our team members are our most valuable resources, and we look for and encourage diversity in backgrounds, thoughts, life experiences, knowledge, and capabilities.

All employment decisions are based on business needs, job requirements, and individual qualifications.

Boomi strives to create an inclusive and accessible environment for candidates and employees. If you need accommodation during the application or interview process, please submit a request to talent@boomi.com. This inbox is strictly for accommodations, please do not send resumes or general inquiries.