Customer Success Manager

• Plan, draft, and execute B2B marketing campaigns for prospective and active dealerships, partnerships, and sponsorships, collaborating with the Sales and Events teams to deliver multi-channel initiatives across email, landing pages, webinars, direct mail, and targeted 1:1 outreach to support acquisition, engagement, and retention.
• Manage and maintain a master inventory of sellable marketing assets, coordinating with internal departments, and ensuring accurate tracking, allocation, and fulfillment across B2B programs.
• Support partner and dealership onboarding by creating internal training materials, coordinating cross-functional activation of package assets, and supporting partners during onboarding
• Own ongoing management of the Commercial Directory, ensuring content remains accurate and up to date.
• Track, analyze, and report on campaign performance, providing insights and recommendations for continuous improvement, and assist with HubSpot CRM maintenance, including data cleanliness, list management, and lead generation support.

Partner Marketing Specialist, B2B, Success

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

Onboarding Specialist

• Join our Retail Onboarding Team and play a key role in winning new retail customers, guiding them through the onboarding journey, and elevating their customer experience.
• Approximately 95% of your time will be spent with customers delivering exceptional customer service experiences through personalized interactions with customers via phone, live online chat, and email.
• Work independently for approximately 80% of the day, while collaborating remotely with team members and attending meetings as needed.
• Become an expert in understanding our customers' needs, identifying opportunities to fill product gaps, and generating innovative ideas to expand our market share and enhance the customer experience.
• Drive growth in our retail channel by owning the customer onboarding experience, providing onboarding, free setup assistance, and support from retail sign-up to account completion.
• Respond to inquiries, address complaints, and resolve issues, focusing on customer satisfaction and protecting our company's brand.
• Conduct outreach to customers to ensure the completion of the onboarding and setup process.
• Collaborate with your team to develop resources that promote customer engagement and enhance the overall customer experience.
• Handle sensitive customer information securely and follow the company’s data protection protocols.
• Maintain strong attention to detail and ensure accurate and timely documentation of customer interactions.

Retail Onboarding Coordinator

• Own the success of assigned accounts by ensuring customers launch campaigns successfully within the platform
• Support customers in audience strategy and persona development
• Monitor and act on key indicators related to customer health and retention
• Identify and execute opportunities to grow campaign budgets and platform usage

Product Adoption Specialist

• Serve as a trusted advisor for enterprise customers, driving technical adoption of VMware technology.
• Collaborate with customers to develop Success Plans and achieve their business objectives.
• Provide ongoing technical guidance and support throughout the customer journey.
• Conduct technology assessments, roadmap reviews, and deployment guidance to optimize customer operations.

Technical Adoption Manager – Federal

• Own the full customer relationship for a portfolio of enterprise dairy accounts, serving as the primary point of contact and strategic advisor.
• Build and execute engagement plans that strengthen long-term partnerships and drive measurable value for clients.
• Monitor customer health across your book of business, identify risks early, and lead proactive interventions before issues escalate.
• Manage the full renewal cycle, including upsell and cross-sell opportunities that align with each client's business goals.
• Lead executive business reviews with C-suite stakeholders, aligning on outcomes, demonstrating ROI, and uncovering growth opportunities.
• Drive product adoption across your accounts and guide clients through onboarding and enablement to accelerate time-to-value.
• Serve as the voice of the customer internally, synthesizing feedback and influencing product roadmap priorities.
• Collaborate cross-functionally with subject matter experts, product teams, and support to resolve escalations and architect the right solutions.
• Maintain CRM data integrity and reporting accuracy to support visibility and strategic planning across the organization.
• Contribute to cross-functional initiatives and special projects that advance the customer success team and the broader business.

Enterprise Customer Success Manager

• Answer inbound customer calls and requests related to account management, product usage, service changes, and expansion opportunities
• Develop an understanding of each customer’s business, goals, and current solutions to provide informed and relevant guidance
• Resolve straightforward account and sales-related requests directly; coordinate warm transfers or meetings with Customer Success Managers, Account Executives, or Technical Support as needed
• Recommend relevant upgrades, add-ons, and services that align with customer needs and drive additional value
• Support customer adoption and success by reinforcing best practices, available services, and next steps
• Accurately submit and process orders using pricing tools, product documentation, and internal systems
• Collaborate cross-functionally with Sales, Success, Support, Finance, and Product teams to resolve customer issues efficiently
• Meet or exceed defined productivity, quality, and customer satisfaction metrics
• Provide internal feedback and recommendations based on recurring customer insights and trends
• Participate in team initiatives, documentation improvements, and process enhancements as assigned
• Work on projects/out of scope company efforts as needed
• Provide coverage for Customer Success Managers as needed

Customer Success Specialist

• Own post-sale success for a portfolio of customers, serving as the primary point of contact.
• Build trusted relationships with customer stakeholders, understand their goals and timelines, and align Oura's capabilities to what success actually looks like for their team.
• Drive adoption, engagement, and retention by ensuring customers realize clear value from Oura’s products and services.
• Lead specialized onboarding for research teams, managing deployment logistics for study participants and ongoing lifecycle execution in partnership with Sales.
• Monitor account health, proactively identifying risks, renewal needs, and expansion opportunities.
• Collaborate cross-functionally with Sales, Enterprise Support, Product, and Operations to deliver a seamless customer experience.
• Apply an understanding of research environments — including data privacy considerations (GDPR/HIPAA) and stakeholder structures — to tailor your approach for each customer.
• Manage multiple customer initiatives with strong execution, clear communication, and sound project management.
• Capture and share customer insights to inform product and process improvements.
• Maintain accurate account records and engagement data in CRM and internal systems.
• Own post-sale relationships for a portfolio of customers and/or partners, serving as the primary point of contact for ongoing success.

Customer Success Manager, Research

• Lead the timely and successful onboarding execution according to customer needs
• Manage day-to-day communication and collaboration with customers and internal teams
• Partner with Customers to understand their business issues
• Perform Broker and Diversion plan implementations to fit customer needs
• Manage and update internal workflows to track customer activities

• Be on the front-lines and ensure our customers increase the safety, efficiency, and sustainability of their operations with our IoT platform.
• Manage the deployment of Samsara technology to large-scale US Public Sector customers.
• Create launch plans and a roadmap to increase product usage.
• Track implementation progress, participation, product adoption, and account health.
• Run training sessions, demonstrate Samsara’s technology, and work through challenges with customers.
• Juggle multiple customer engagements in parallel and work cross-functionally.

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