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

Customer Success Manager

• Own the end-to-end success of significant and strategic partner school districts, from seamless onboarding through successful renewal.
• Proactively identify and pursue growth opportunities within your assigned districts, initiating strategic conversations to expand adoption and upsell relevant resources.
• Create accurate pricing proposals that take into account historical customer information.
• Develop comprehensive expertise in BrainPOP's products to deliver exceptional support and service to educators.
• Serve as the primary relationship manager, expertly guiding partners through the onboarding and implementation process.
• Maintain consistent communication with district and school leaders to foster ongoing BrainPOP utilization, gather valuable feedback, share new features, and proactively address any challenges. You will champion high levels of customer satisfaction while effectively managing partner expectations.
• Collaborate with fellow Customer Success team members to develop innovative strategies for leveraging internal tools to enhance communication and support for all BrainPOP users.
• Partner closely with teams across BrainPOP to drive renewals and identify account growth opportunities. You will also communicate key observations and partner feedback to inform future product development.
• Develop and execute strategic account-based growth plans that thoughtfully consider potential risks and complexities within your territory.

Customer Success Manager – West, Southern California

• Collaborate with clients and internal stakeholders to gather and document business requirements for CRM solutions
• Design, configure, and customize Dynamics 365 CE/CRM to meet client needs, with a focus on Sales, Customer Service, and Marketing modules
• Develop comprehensive CRM documentation, including functional and technical specifications, user manuals, and training materials
• Provide training and support to clients' end-users, ensuring a smooth transition to the new CRM system
• Conduct quality assurance testing to validate system functionality and ensure it aligns with client requirements
• Assist in data migration and integration efforts as needed
• Stay current with the latest CRM and Microsoft technologies and share your knowledge with the team
• Troubleshoot and resolve issues related to the CRM system, maintaining excellent communication with clients throughout

Microsoft Dynamics 365 CE/CRM Functional 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

• Proactively builds and expands executive relationships across strategic merchants, channel and issuer partners, and internal stakeholders to drive adoption, growth, and long-term partnership value.
• Owns merchant success and commercial growth outcomes, including activation, transaction volume, checkout performance, consumer adoption, campaign effectiveness, and overall relationship health.
• Develops and executes strategic account growth plans, identifying opportunities to deepen engagement, increase utilization, and accelerate business results.
• Serves as a trusted advisor and growth partner, articulating Paze’s value proposition, influencing strategic decisions, negotiating agreements, and securing stakeholder commitment.
• Demonstrates strong sales acumen by identifying expansion opportunities, building business cases, overcoming objections, and driving initiatives that increase merchant investment and adoption.
• Collaborates across Product, Marketing, Risk, Technology, Operations, Finance, Legal, as well as Channel and Issuer-facing teams to remove barriers, unlock growth opportunities, and deliver merchant outcomes.
• Leads post-integration account management, proactively monitoring performance, identifying risks and opportunities, conducting business reviews, and driving action plans to maximize results.
• Represents the voice of the merchant by translating feedback, performance insights, and market trends into recommendations that strengthen the customer experience and support business growth.
• Leverages deep expertise in customer success, relationship management, and the payments ecosystem to differentiate Paze, strengthen competitive positioning, and deliver measurable business impact.
• Maintains disciplined portfolio management through accurate Salesforce tracking and effective coordination of contractual, incentive, and operational commitments.
• Upholds risk management, data security, and ethical business practices while enabling sustainable growth and protecting the integrity of Paze and its partners.

Senior Customer Success Manager – Merchants

• Builds and maintains effective long-term relationship and a high level of satisfaction with assigned client accounts.
• Interacts with clients and other departments to constantly improve operational standards and support client needs.
• Contributes to strategic plans and reviews; implementing production, productivity, quality, and customer service performance standards.
• Continually evaluates processes and procedures; making recommendations for process improvement and communicating to the client as appropriate.
• Provides training to clients as needed.
• Exercise judgment and make decisions that have positive operational impacts on the business line.

Customer Success Manager, Online Banking – Money Movement

• 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

• Independently manage a book of business/portfolio across assigned territories, executing on SOPs and developing proactive strategies to support customers based on segmentation and identified goals and objectives
• Ensure that customers are continuously delighted throughout their journey with Renaissance
• Regularly contributes to the identification and documentation of risks, applying knowledge of local customer and territory context; Escalates risk appropriately with some oversight
• Collaborate with cross-functional team (e.g., Sales, Customer Support, Customer Education), to support customers. Contribute to revenue growth through customer advocacy and success stories
• Facilitate or manage support/ product/ experience related customer challenges
• Lead strategic customer conversations to ensure deep understanding of product value propositions and alignment with customer goals
• Drive advanced product adoption strategies across customer base, supporting the development and implementation of scalable solutions for common customer challenges
• Analyze customer feedback patterns and success metrics to provide actionable insights to CS leadership, contributing to product strategy and customer experience improvements
• Execute sophisticated retention strategies through proactive risk assessment and mitigation planning, while monitoring customer accounts to address any signs of dissatisfaction or potential churn
• Monitor new customers through the onboarding process, ensuring a smooth transition
• Deploy many communication strategies to engage customers and engage
• Lead customer strategies for personalized engagement operating with greater independence
• Provide mentorship in CSM best practices and serve as a subject matter expert for customer success strategies and product support

Customer Success Manager – III

• Serve as the primary operational partner and strategist for the Customer Success and Solutions (CS) organization
• Take ownership of key initiatives from analysis, scoping, execution, optimization, monitoring, and beyond
• Collaborate with CS leadership and frontline managers to build trust in operational processes
• Build dashboards on key CS metrics (customer health, churn, expansions)
• Own CS operational initiatives end-to-end, turning strategy into executable plans
• Act as the primary liaison between CS and Business Systems, translating technical requirements into practical solutions

Customer Success Operations Lead

• Meet and exceed admin task targets by completing all assigned work within agreed timeframes.
• Prioritise incoming calls (with occasional outbound calls when required).
• Organise and manage your workload to ensure all agreed tasks are completed consistently and on time.
• Escalate enquiries appropriately, and following up to ensure timely resolution.
• Demonstrate a positive, can-do attitude and act as a role model in behaviour and approach.
• Support other internal departments when required and agreed with the Customer Success Manager.

Customer Success Executive

• Gathers appropriate information from clients and vendors to ensure accurate and effective user set up.
• Works with internal stakeholders to relay information
• Serves as the primary liaison with clients, providers and internal stakeholders to continuously communicate and keep all parties up to date on relevant implementation details. This includes preparing reports on progress and problems and coordinating project team meetings as appropriate
• When requested or apparent, facilitates the implementation of current clients to new providers as appropriate

Implementation Project Consultant

• Serve as the face and voice of Highspot to customers in your portfolio and as “the buck stops with you” owner of those customer relationships internally at Highspot
• Deeply understand your customer’s needs, thoughtfully helping business leaders to find opportunities to expand value, our footprint and depth of engagement
• Manage relationships with solution owners (Enablement, Marketing, Ops, etc.) to drive product usage and engagement
• Multi-thread to any stakeholder you need to engage across Enablement, Sales, Marketing, Operations, Finance, IT, and others at all levels (ATL, OTL, and BTL) to accomplish your goals; in the event of key customer stakeholder turnover, you seek and build replacement relationships
• Collaborate with customers to develop a mutual value plan
• Analyze your portfolio, identify risks and opportunities, and prioritize for impact
• Collaborate with your Account Management partners in the event of renewal risk; project manage the plan to “get to green churn risk”
• You will be responsible for identifying expansion opportunities, which you will pass on to the Account Management team
• Partner internally with Deployment Consultants, Technical Account Managers, Support, and Professional Services to optimize customer implementations and resolve technical challenges
• Help customers realize the full value of the Highspot platform; the CSM should allow the Solution Owner and ATL to believe their company has achieved ROI from Highspot that they can quantify and explain
• Drive product adoption and ongoing usage of Highspot with a focus on making Highspot an essential platform for the customer while promoting customer satisfaction and advocacy
• Identify opportunities to sell add-on services in support of achieving customer goals
• Ensure execution of customer maturity and technical discussions via coordinating solutions internally across engineering, marketing, product, and support teams

Senior Customer Success Manager

• Oversee Merchant Services Implementation and Product Setup Operations
• Manage the Operations Implementation team
• Lead all aspects of client onboarding and implementation lifecycle
• Establish timelines, track progress, and manage escalations
• Develop and implement business unit strategies
• Identify, assess, and mitigate operational and implementation risks
• Drive process improvement opportunities

Senior Manager – Merchant Services Onboarding Implementations

• 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

• Drive Customer Value & Growth
• Ensure every customer experiences consistent, high-quality engagement throughout their lifecycle.
• Partner with Sales, Renewals, and Services leadership to drive adoption, retention, and expansion across the customer base.
• Model and coach a cohesive account team approach — ensuring CSMs, TAMs, Account Executives, and Renewal Managers operate as a unified team aligned on customer outcomes.
• Provide executive sponsorship for strategic accounts and serve as a trusted advisor to C-level customer stakeholders.
• Cultivate Deep Product Expertise
• Uphold one of the hallmarks of Highspot’s Customer Success team by developing and maintaining deep knowledge of our platform and its integrations within customer environments.
• Ensure the CSM organization is equipped to provide best practices, training, and guidance that maximize customer value and adoption.
• Champion product expertise as a differentiator, reinforcing credibility and trust with customers at every level.
• Foster a High-Performance Culture
• Lead with a people-first mindset — genuinely investing in the development, wellbeing, and career growth of every member of your team.
• Hire, coach, and develop top talent at every level of the CSM org, leading with high emotional intelligence and self-awareness.
• Set and uphold high performance and engagement standards, balancing accountability with empathy.
• Cultivate a culture that embodies Highspot’s guiding principles, especially “Enjoy the Ride.”
• Drive Commercial Impact & Retention
• Lead a team in owning and exceeding a dedicated customer retention target for your assigned strategic portfolio.
• Drive adoption of MEDDPICC sales methodology.
• Ensure your CSMs run proactive renewal validation — confirming stakeholder alignment, surfacing risk, and documenting customer value — in close partnership with their Renewal Managers.
• Maintain forecasting accuracy for renewals and expansion, providing reliable, data-driven insights to leadership.
• Drive your CSMs to surface and qualify expansion opportunities in partnership with Account Executives who own the commercial relationship, stepping in to support key deals as needed.
• Collaborate Cross-Functionally
• Partner with Product leadership to channel customer insights into product strategy and innovation.
• Work with Marketing and Sales to align on customer advocacy, referenceability, and expansion opportunities.
• Collaborate with Operations and Analytics to ensure data-driven decision-making across the CSM function.
• Lead & Scale the Organization
• Build and inspire a segment-focused Customer Success team that sets the standard for excellence across Enterprise and Strategic accounts.
• Implement scalable processes, tools, and metrics that drive efficiency, consistency, and predictable outcomes.
• Develop the leadership bench within the CSM org, ensuring succession planning and long-term organizational strength.

Director, Customer Success Management

• Build and maintain professional relationships with prospective and existing clients.
• Consult with clients to identify travel goals, preferences, and budget requirements.
• Research and recommend travel solutions, including cruises, resorts, hotels, vacation packages, tours, and other travel services.
• Coordinate reservations and assist clients throughout the planning and booking process.
• Maintain accurate client records and documentation while ensuring confidentiality and data integrity.
• Respond promptly and professionally to client inquiries through email, phone, and virtual communication platforms.
• Conduct follow-up communications to encourage repeat business, referrals, and long-term client relationships.
• Assist with business development efforts through networking, relationship-building, referrals, and social media engagement.
• Stay informed on travel industry updates, supplier offerings, promotions, and destination knowledge.
• Deliver a high level of customer service while maintaining professionalism, accuracy, and attention to detail.

Travel Client Success Specialist

• Become a trusted advocate/advisor to customers
• Deliver an exceptional customer experience
• Oversee customer training and implement adoption strategies
• Drive growth by securing existing business and identifying expansion opportunities
• Proactive outreach to customers
• Provide high-level governance and operational oversight
• Deliver regular business reviews
• Support the Customer Success mission
• Partner and Mentor

Customer Success Manager, IP

• Become a trusted advocate/advisor to customers
• Deliver an exceptional customer experience
• Oversee customer training and implement adoption strategies
• Drive growth by securing the existing business
• Proactive outreach to customers
• Provide high-level governance and operational oversight
• Deliver regular business reviews
• Support the Customer Success mission
• Partner and Mentor

• Aid company growth by nourishing, building, and growing relationships across a portfolio of clients
• Establish clear goals, milestones and metrics that you and the Customer will be working towards; periodically re-assessing and reviewing these with the Customer
• Understand and align with your clients business goals, most importantly using the Energage platform to help them in achieving those goals
• Work collaboratively with a variety of other departments, such as Onboarding and Support, Consulting Solutions, Partnerships, and Contracts to ensure ongoing customer satisfaction and retention
• Contribute to revenue generation through renewals and account expansion by identifying upselling opportunities for consulting services and cross-selling new products
• Completing regular checkpoints via phone and email, sending relevant marketing content, etc.

• Primary customer advocate and management focal point within Iron Mountain for all assigned customers, exercising independent judgement and discretion to resolve customer escalations
• Ensures high-quality service delivery and customer satisfaction through proactive service management and rapid customer response; works in partnership with the NOC to ensure Iron Mountain service quality
• Develops and maintains effective relationships to lead the delivery of data center solutions and services to clients & partners
• Manages most aspects for customer implementation of Iron Mountain products and services, including customer installations and related projects – elicit requirements, monitor and summarize process of project schedule, evaluate and analyze risk.
• Manage multiple related installations in parallel
• Partners with sales and marketing to identify and help deliver on growth opportunities for Iron Mountain’s business with existing customers
• Lead in person meetings and data center tours. Recognizes value-added customer service opportunities and proactively takes the lead in pursuing
• Provides timely feedback to the company regarding service failures or customer concerns
• Key participant in major incident process
• Documents customer interactions in ServiceNow and Salesforce ServiceNow on a daily basis to support seamless experience across the customer lifecycle
• Manages the streamlining of information flow between customers and the organization, escalating discussions, as appropriate, regarding technology-related status, expectations, concerns, and procedural changes
• Analyzes and uses independent judgement to present detailed customer reporting packages, including customer audit participation; ensures reporting and communication is frequent and bi-directional
• Ensures issues are resolved and implements corrective actions with urgency. Triages, tracks, prioritizes and resolves all client issues and requests; leveraging ServiceNow where appropriate
• Assists the accounting team in resolution of customer related billing issues, which requires a detailed understanding of Iron Mountain’s technical specifications and calculation logic.
• Ability to explain to our customers the organization and its business processes, products and services so they understand our plans, offerings, and capabilities
• Provide second level support of our customers

Customer Success jobs in Arizona

See all jobs on JobTailor

Client Onboarding Consultant

Customer Success Manager – West, Southern California

Microsoft Dynamics 365 CE/CRM Functional Consultant

Senior Implementation Specialist

Senior Customer Success Manager – Merchants

Customer Success Manager, Online Banking – Money Movement

Customer Onboarding Specialist

Customer Success Manager – III

Customer Success Operations Lead

Customer Success Executive

Implementation Project Consultant

Senior Customer Success Manager

Senior Manager – Merchant Services Onboarding Implementations

Onboarding Manager

Director, Customer Success Management

Travel Client Success Specialist

Customer Success Manager, IP

Customer Success Manager

Customer Success Manager

Customer Success Manager, Data Center