Onboarding Specialist

• Contribute to the development, documentation, and ongoing refinement of a comprehensive, client‑focused, and scalable client onboarding process for e2E.
• Create, own, and manage assigned client onboarding activities, serving as a key point of contact for accounting and finance‑related onboarding tasks.
• Review prospect introduction call notes and recordings to understand client goals, engagement scope, and onboarding requirements.
• Develop onboarding request lists, timelines, schedules, and agendas, and actively monitor progress against internal and client service‑level agreements (SLAs).
• Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team.
• Establish and manage onboarding schedules and task calendars for each assigned client.
• Coordinate payroll setup activities, including transitioning payroll providers when required.
• Perform general ledger mapping and ensure alignment with e2E accounting standards.
• Review, update, and correct client accounting records to ensure accurate accounting practices and compliance.
• Identify and implement efficiencies within client accounting files, including bank rules, automated processes, and report generation.
• Produce the first month of full‑charge bookkeeping for new clients as part of the onboarding process.
• Ensure accuracy and completeness of all adjusting journal entry schedules.
• Draft accounting manuals and onboarding checklists for new clients using established templates.
• Facilitate a smooth handoff and transition of clients from onboarding to the internal accounting team.
• Initiate and implement continuous improvement efforts to enhance the onboarding experience, internal workflows, efficiency, and scalability.
• Perform additional onboarding tasks and client‑related projects as assigned.

Client Onboarding Consultant

Implementation Specialist

• Gather, analyze, and document business requirements for insurance product implementations, enhancements, and system changes.
• Partner with Product Managers, Actuaries, Compliance, and Engineering to translate product specifications, underwriting rules, and regulatory requirements into clear business and system requirements.
• Configure and support the implementation of insurance products, including coverages, rating structures, forms, and underwriting rules within internal systems.
• Review product configuration, rating algorithms, and rate tables to help ensure accuracy, completeness, and alignment with approved filings.
• Research and analyze policy forms, endorsements, and regulatory filings to support compliant product implementation.
• Develop, execute, and document test cases and test scenarios for system, integration, and user acceptance testing.
• Validate rating calculations, coverage rules, policy forms, and system functionality; identify defects, document findings, and partner with technical teams through resolution and retesting.
• Maintain accurate implementation documentation and support knowledge sharing for new product launches and system enhancements.
• Collaborate effectively with cross-functional partners to support timely and accurate delivery of product initiatives.
• Continuously build knowledge of Branch products, insurance concepts, system functionality, and regulatory requirements to increase individual effectiveness and contribution over time.

Senior Implementation Specialist

Customer Success Manager

• The Senior Customer Success Manager is the CEO of your book of business.
• A high performer who is SaaS revenue focused, responsible for managing and developing multiple medium/large Duck Creek OnDemand and OnPrem accounts.
• Act as the primary contact and trusted advisor for your customers and provide an interface between the Customer/System Integration (SI) partner(s), and internal Duck Creek teams.
• Manage 4+ medium/large OnDemand or OnPrem accounts.
• Develop and foster a trusted relationship with the Customer and SI partners.
• Meet with Customer leadership teams to understand their business goals and strategic priorities, including the preparation of customer success plans with an eye toward future sales opportunities and product expansion at time of renewal.
• Stay up to date with the latest features and updates of Duck Creek’s suite of products and services, conduct review sessions, and identify opportunities for upselling and cross-selling, including active management of NRR and GRR.
• Track renewals through their lifecycle, highlighting potential risks, and building strategic account plans to ensure success.
• Facilitate weekly, monthly, and quarterly customer governance meetings, including preparation of reports, governance decks and working with all parties to schedule customer sessions.
• Mentors junior Customer Success Managers.
• Gather customer feedback by playing an active role in the NPS customer survey activities by encouraging customer feedback, assessing results, and developing measurable closed loop action plans.

Senior Customer Success Manager

• Performs administration duties for the Identity and Authentication platforms
• Develops and maintains detailed technical documentation related to the Customer Authentication and Identity platforms including on-premise and cloud-based deployments
• Serves as support for architecture, support, engineering, and application development issues related to Customer Authentication and Identity
• Analyzes, troubleshoots, and develops third-party integrations for related authentication and identity tools
• Assists with establishes plans and protocols to protect data and information systems against unauthorized access, modification, and/or destruction
• Assists with compiling technical reports on daily activities
• Analyzes and advises on new authentication technologies and program conformance
• Maintains knowledge of current and emerging technologies and advancements associated with Omni-channel and Digital Authentication and Identity offerings including Cyber Crime related activities
• Analyzes security scenarios and provides data-driven solutions and recommendations to management
• Ensures compliance with risk management programs, rules and regulations, and cybersecurity practices; identifies opportunities for and supports process improvements; applies disciplined change management practices

Customer Authentication Engineer

• Providing tailored services for paid implementation clients including but not limited to consulting, building and graphic design
• Providing clients with creative direction and solutions to problems via tickets and phone calls and screen sharing
• Working closely with the client to curate their onboarding journey and see that apps pass internal review in six weeks or less from signup
• Reviewing client apps for quality assurance
• Working with your team on new projects and ideas to better the client experience
• Troubleshooting complex issues

Customer Onboarding Specialist

Customer Retention Specialist

• Process all MACD requests (upgrades, downgrades, disconnects, etc)
• Use Retention and Saves skills to retain and win back Business Services customers who are downgrading or disconnecting services
• Meet renewal quota and minimum customer support metrics while performing MACD functions
• Field inbound calls from customers who want to disconnect services and review package for right size opportunities
• Place outbound calls to customers who are up for contract renewal and attempt to retain their business
• Assess churn risk for existing business subscribers and target for retention efforts
• Evaluate and maintain open opportunities via software application/database to track potential customers within the WOW! service area
• Work with existing business customers to analyze their business strategy and future growth plans/initiatives
• Build relationships and negotiating contract terms and rates for existing customers
• Accurately complete paperwork associated with each customer order and/or request
• Maintain retention quotas and tracking daily activity

Business Retention Specialist

Customer Advocate

• Support the Sales Organization by helping ensure teams have the tools, knowledge, and processes needed to succeed
• Serve as the primary advocate for customers during the sales-to-install journey
• Communicate directly with customers throughout the construction and installation process for new sales
• Support customers by providing updates and helping ensure a smooth transition through installation
• Address customer escalations and routing issues to the appropriate repair teams for follow-up
• Work closely with Sales Representatives to resolve issues and improve the customer experience
• Support accurate order processing and successful customer delivery by performing quality analysis of service agreements
• Partnering with Sales Representatives to correct rejected orders and resubmit them to order entry
• Process and track Construction Capital Approvals for potential customers
• Support sales leadership through reporting and analysis by uploading reports for local Sales Managers and Directors
• Review reports to identify trends, patterns, and opportunities for improvement

Sales Advocate

• Lead designated territory and provide end-to-end renewal execution support to ensure customer retention and annual revenue and growth targets
• Spearhead renewal negotiations and drive incremental revenue
• Connect with customers regularly both virtually and in-person to become a trusted advisor
• Establish strong relationships based on knowledge of customer requirements and commitment to value
• Develop effective and specific account plans to ensure revenue target delivery and sustainable growth by driving Demand Generation, Pipeline and Opportunity Management strategies
• Keep pipeline current and moving up the pipeline curve.

• Serve as the primary point of contact for assigned clients, ensuring strong and lasting relationships through proactive customer engagement techniques such as regular check-ins, tailored communication plans, and the use of CRM tools to track and enhance interactions.
• Address client inquiries and concerns promptly to maintain satisfaction and build trust.
• Assist in creating and managing detailed project plans and timelines under the guidance of the Customer Success Manager.
• Lead on-site launch events and facilitate virtual and in-person resident engagement activities.
• Collect and report client feedback using Voice of Customer (VoC) methodologies such as surveys, interviews, and data analytics to identify areas for service enhancement and inform strategic decisions.
• Work closely with the Customer Success Manager to prepare materials for client account reviews and strategy discussions.

Customer Success Coordinator

• Own onboarding from sales handoff through launch and first 30 days post-go-live
• Serve as the primary point of contact, aligning expectations, timelines, and technical requirements
• Ensure accurate, predictable go-lives and a smooth transition to Support/CSM teams
• Configure Tapcheck’s platform and manage data accuracy across Salesforce and internal tools
• Troubleshoot integration, payroll/timekeeping, and data-flow issues with urgency
• Work with third-party vendors when resolving complex or enterprise-level setups
• Validate deductions, sync behavior, and critical data flows after launch
• Identify and resolve issues quickly to stabilize clients within their first 30 days
• Partner with Sales, Product, Engineering, Support, and CSMs to remove blockers and improve reliability
• Maintain and refine documentation, SOPs, and onboarding tooling
• Contribute to scalable, automated onboarding workflows through our platform, OnRamp

Onboarding Manager

• As a Clinical Retention Specialist, work on high-impact initiatives and partner with cross-functional teams to improve health outcomes for diabetes patients.
• Deliver personalized education and training to new and existing patients and healthcare providers via phone and virtual platforms.
• Provide proactive follow-up, clinical consultation, recommendations, and troubleshooting to ensure sustained device adoption.
• Collaborate closely with Clinical Services Managers, regional field teams, and sales leadership to ensure a seamless customer experience.
• Accurately document all customer interactions and support data-driven initiatives to improve retention performance.

Clinical Retention Specialist

• Apply clinical expertise to support patient interactions and successful use of Omnipod therapy.
• Deliver personalized education and training to new and existing patients and healthcare providers.
• Provide proactive follow-up, clinical consultation, and troubleshooting for sustained device adoption.
• Educate customers and HCPs on Omnipod data and reporting tools to enhance clinical conversations.
• Execute plans to support customer retention and sustained adoption of Omnipod therapy.
• Conduct proactive outreach to assess satisfaction and reinforce product value.
• Collaborate with internal teams to enhance customer engagement strategies and workflows.
• Accurately document all customer interactions, outcomes, and next steps in Salesforce.

Clinical Retention Specialist – South Central

• Act as an expert clinical resource for complex diabetes management scenarios requiring advanced judgment and intervention.
• Deliver advanced, personalized clinical education and training via phone and virtual platforms.
• Manage clinical retention quotas assigned for a defined geographic region.
• Conduct high-impact inbound and outbound interactions to assess satisfaction, reinforce product value, and remove barriers to continued use.
• Build and maintain strong working relationships with healthcare providers.

Senior Clinical Retention Specialist, South Central

• Provide ongoing technical advisory and implementation support for DoD survey and analytics programs.
• Ensure platform stability, enterprise integration alignment, and architectural best practices across Qualtrics deployments.
• Review and optimize existing Qualtrics configurations.
• Advise on workflow automation and platform scalability.
• Ensure survey lifecycle controls align with federal compliance expectations.
• Identify architectural risks and recommend mitigation strategies.
• Support integration between Qualtrics and AWS environments (e.g., S3, secure data pipelines).
• Validate structured data exports to align with downstream database requirements.
• Ensure timestamp integrity, data traceability, and duplication controls.
• Provide periodic platform health assessments.
• Recommend configuration standards and documentation practices.
• Establish resilient architecture with redundancy controls.
• Serve as escalation-level SME for complex issues.
• Interface with Government technical stakeholders when needed.
• Provide implementation roadmaps and technical risk assessments.
• Support internal team upskilling and knowledge transfer.

Senior Qualtrics Implementation & Integration Specialist – Part-Time

• Lead and develop a high-performing team of Onboarding Consultants
• Own the performance and strategic direction of segments
• Drive operational improvements and scalable processes
• Influence cross-functional partners for successful outcomes
• Act as the subject matter expert for onboarding

Senior Onboarding Manager – Hotels/Sports & Entertainment

• Master Complex Escalations
• Technical Interpretation & Translation
• Rigorous Project Management
• Strategic Advisory
• Change Leadership

Senior Customer Success Manager, RMM

• Provide front-line support to clients via phone, email, and live chat, delivering timely and accurate guidance on ClearStar’s platforms including Aurora, ScreenMeNow, MIS Admin, and Gateway Tools.
• Troubleshoot client issues, analyze service configurations, and deliver clear, actionable solutions.
• Document all case activity from intake through resolution using Zendesk CRM with accuracy and consistency.
• Manage multiple active priorities and cases independently while maintaining quality and follow-through.
• Support client training needs through virtual demos and screen-sharing sessions via MS Teams.
• Explain technical concepts and platform functionality clearly and accessibly to clients with varying levels of technical fluency.
• Provide input on platform features, documentation, and support resources to improve the overall client experience.
• Collaborate with internal teams—including Technical Services, Records & Verification, Sales, Implementation, and Account Management—to resolve cases and ensure accurate client configurations.
• Assist with order management tasks and supplier configuration updates as needed.
• Participate in system testing and quality assurance activities for new features, platform updates, and configuration changes.
• Contribute to internal process improvements and knowledge base development.

Customer Success Advocate

• Own value creation and drive adoption, retention, renewals, and expansions across a portfolio of hospitals and health systems for the Incredible Health Career Marketplace and Incredible Health Lyn.
• Serve as a strategic advisor from post-onboarding through renewal, including optimizing hiring funnels, rolling out new capabilities, refining processes, and aligning to system-level workforce goals.
• Lead executive engagement with regular executive business reviews, clear success plans, and decisive follow-through.
• Use AI daily, including building AI agents and workflow automations that accelerate reporting, insights, and client execution.
• Translate data into clear narratives and action plans that earn buy-in from clinical, human resources, and C-suite leaders.
• Navigate complex stakeholder landscapes across multiple sites and service lines, including setting shared goals, unblocking dependencies, and delivering timely outcomes.
• Partner cross-functionally to deliver a unified, high-quality client experience and capture voice-of-customer insights to inform roadmaps and service improvements.
• Operate with autonomy and creativity, communicating proactively and moving fast without sacrificing quality.

Enterprise Customer Success Manager – AI-native

• Cultivate a broad understanding of CommandLink’s products, technology, software, and game-changing support methodology.
• Leverage powerful proprietary software tools for maintaining regular communication with a defined list of customers, keeping ahead of their technology initiatives, and positioning CommandLink to grow our partnership with our primarily mid-market and enterprise customer base.
• Gain the trust of your assigned customers, be a trusted point of contact for questions and action items, and act quickly and communicate effectively when a customer has a positive experience with CommandLink across their life cycle.
• Implement strategic initiatives created in cooperation with CommandLink leadership that will identify opportunities for product cross-selling and work with the various additional resources through a sales cycle and to ultimately winning additional business.
• Manage the proprietary CommandLink software tools including CRM, quote tool, sales play automation tool, and KPI dashboards to ensure metrics are achieved.
• Have a positive impact on the company culture, which CommandLink is very focused on maintaining as we rapidly grow into a U.S. leader for enterprise network, communications, and software solutions.
• Takes on additional responsibilities and projects as needed to support the success of the team and organization.

• Support a seamless and compliant onboarding process from offer acceptance through first-day orientation.
• Manage onboarding activities and maintain HR systems.
• Track compliance requirements and coordinate closely with hiring managers, HR, and cross-functional teams.
• Uphold Upstream Rehabilitation’s mission, vision, and values while delivering a positive onboarding experience.
• Coordinate background checks to ensure completion aligns with start date requirements.
• Support I-9 and E-Verify processes, tracking completion and escalating issues to maintain compliance.
• Track onboarding progress and ensure timely completion.
• Partner with HR teams to maintain new hire information across systems.
• Prepare and maintain personnel files in accordance with documentation requirements.
• Manage onboarding communications with hiring managers and new hires.
• Create and maintain standard reports and tracking logs to support onboarding visibility.
• Support updates to onboarding materials, including the Onboarding Manual.
• Provide general administrative support to the Onboarding team.

Customer Success jobs in Alabama

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Client Onboarding Consultant

Senior Implementation Specialist

Senior Customer Success Manager

Customer Authentication Engineer

Customer Onboarding Specialist

Business Retention Specialist

Sales Advocate

Customer Success Manager

Customer Success Coordinator

Onboarding Manager

Clinical Retention Specialist

Clinical Retention Specialist – South Central

Senior Clinical Retention Specialist, South Central

Senior Qualtrics Implementation & Integration Specialist – Part-Time

Senior Onboarding Manager – Hotels/Sports & Entertainment

Senior Customer Success Manager, RMM

Customer Success Advocate

Enterprise Customer Success Manager – AI-native

Customer Success Manager

HR Onboarding Coordinator