Customer Success Manager

• Assist with day-to-day customer questions and support on platform basics
• Coordinate onboarding tasks and help customers navigate Total Expert tools
• Support CSMs with account health checks, renewals, and reporting preparation
• Help manage digital engagement programs for lower-tier accounts
• Track and document customer interactions and feedback in the Customer Success platform
• Identify simple upsell opportunities and route to senior team members
• Participate in customer training sessions and shadow QBRs

Associate Customer Success Manager

Senior Customer Success Manager

Lead Domain Architect – Service Operations, CRM

Client Success Advisor – Life Insurance

Dealer Success Manager