Customer Success Manager

• Lead, coach, and develop a team of client specialists
• Set clear expectations and drive accountability through observations and performance management
• Build a culture of motivation, empowerment, and continuous improvement
• Champion an excellent client experience across every team interaction
• Take ownership of client issues and drive strategic, complete resolutions
• Build client loyalty and retention throughout the program lifecycle
• Develop and implement service procedures that improve the client experience and drive revenue
• Deliver and exceed performance goals and key metrics
• Analyze data and evaluate results to build action plans for improvement or sustained performance
• Prepare and present biweekly team performance decks and participate in monthly and quarterly business reviews
• Monitor schedules, resources, and operational priorities to maintain quality and efficiency
• Drive change and adaptability within the team with clarity and enthusiasm
• Implement strategic processes that improve service quality and support company priorities
• Collaborate with internal and external stakeholders at the director level and above

Client Success Manager

Customer Advocate

• Assists Transportation Providers with transportation questions and concerns
• Schedules, modifies, and cancels reservations as requested
• Obtains and documents details of any complaints being filed
• Receives and documents provider concerns
• Ensures accurate trip data input
• Refers unresolved customer grievances to designated department for further investigation and resolution
• Attends all required meetings
• Supports and ensures all company policies and procedures are maintained
• Demonstrates the ability to handle the more complex inquiries from Transportation Providers and members.
• Provides mentoring, guidance, and support to more junior team members.
• Coordinates escalation procedures.
• Supports delivery and training strategies.
• Provides support to staff in pursuit of excellent customer service.
• Negotiates cost of trips outside of contractual agreements
• Answers Transportation Provider line
• Participate in other projects or duties as assigned.

Customer Advocate III

• Be the primary account manager to Paradox clients around the globe, helping them achieve their strategic business goals with our AI-powered solutions and continuously wowing them with our delightfully simple, feels-like-magic software
• Collaborate closely with clients to understand their business goals and align our AI-powered solutions to help achieve those objectives
• Deliver exceptional service throughout the client journey, including training and onboarding, ongoing product support and troubleshooting, and strategic account management
• Provide troubleshooting and product support to quickly resolve any open issues identified
• Proactively monitor clients’ success and adoption and continuously seek new insights into their evolving goals, challenges, and pain points
• Provide deep product expertise and serve as the subject matter expert for platform use and support
• Work collaboratively with globally dispersed teams and clients to drive ongoing product innovations and deliver new solutions for clients
• Provide additional implementation support, as needed
• Develop and nurture relationships with clients and users within client organizations
• May lead working teams to support client onboarding, training, and ongoing support
• Develop relationships with clients and users within the organizations to seamlessly manage renewal and expansion opportunities
• May provide functional and technical mentorship to junior Client Success team members

• Oversee the integrity, structure, and optimization of donor data within Virtuous to ensure accurate and reliable reporting.
• Partner with the Director of Development Operations to establish, document, and enforce data standards, governance policies, and workflows.
• Support the Director of Development Operations and Philanthropy teams in developing data-informed strategies to improve donor retention, acquisition, and lifetime value.
• Develop and maintain reports, queries, dashboards, and segmentation logic to support fundraising campaigns and donor services.
• Design and implement automation workflows within Virtuous to improve operational efficiency and enhance donor journeys.
• Analyze donor data to generate actionable insights related to donor retention, acquisition, forecasting, and overall fundraising performance.
• Build and maintain Power BI dashboards that provide leadership and fundraising teams with visibility into key performance indicators, fundraising performance, and donor trends.
• Write and optimize SQL queries and support data structures, reporting environments, and ETL processes to ensure accurate and reliable data movement.
• Manage third-party data integrations and imports, ensuring data quality, consistency, and alignment with organizational data standards.
• Serve as a training and support resource for staff using Virtuous to improve adoption, data accuracy, and effective system use.

CRM Manager

• Serve as the primary strategic partner and advocate for enterprise healthcare clients.
• Drive account retention, ensuring customer satisfaction, and fostering trust-based relationships.
• Build and maintain executive-level relationships with key stakeholders.
• Execute customer success plans for each account that aligns with customer goals and measurable KPIs.
• Monitor and analyze client health scores, product utilization metrics, and satisfaction indicators.
• Serve as the first point of escalation for customer questions, concerns, and complaints.
• Accurately log all customer-reported issues, incidents, and service disruptions in CRM and project management software.
• Capture, document, and advocate for customer-requested system enhancements and feature improvements.
• Facilitate regularly scheduled cadence calls and meetings with assigned accounts.
• Travel to customer sites as needed to strengthen relationships and conduct workflow assessments.

Enterprise Customer Success Lead

• Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track
• Gather and document partner requirements into clear deliverables that EPD can execute on; hand off solutioning when technical decisions arise
• Serve as the primary day-to-day partner contact during implementation; transition relationship continuity to the CSM at launch
• Track and communicate project health proactively — flag delays, blockers, and scope risks early and drive resolution
• Craft clear, well-written deliverables including meeting agendas, minutes, and business reviews for internal and external stakeholders
• Maintain a tight feedback loop with the assigned CSM and accurate records in Sure's CRM (Attio)

• Serve as the primary point of contact for partner and merchant inquiries, delivering timely and professional support via email and phone
• Build trusted relationships through responsive, professional, and solution-oriented communication
• Respond to and resolve inbound partner and merchant support requests
• Triage, document, and escalate issues to internal teams as needed
• Maintain SLAs and ensure timely follow-up on all open cases
• Track, prioritize, and manage assigned tickets through resolution
• Maintain accurate customer records, account updates, and support documentation
• Contribute to and improve the external knowledge base and communication library
• Identify recurring issues and partner with internal teams to drive long-term solutions
• Document processes, troubleshooting steps, and best practices to improve team efficiency
• Partner closely with Client Success Managers to ensure seamless handoffs and shared context
• Collaborate with Engineering and Technical Support to investigate and resolve complex issues
• Work cross-functionally with Onboarding, Risk, Compliance, and Operations to support customer needs
• Surface customer feedback, trends, and product issues to help improve the overall client experience

Client Success Associate

• Hire, coach, and mentor a high-performing team of Client Success Managers
• Drive strategies that improve client satisfaction, retention, and expansion
• Streamline processes, tools, and workflows to enable delivery of client outcomes
• Provide onboarding and ongoing development opportunities for CSMs
• Leverage NPS, CSAT, GRR, and other metrics to identify trends
• Partner with cross-functional teams to ensure integrated client strategies
• Guide the team through organizational or process changes
• Partner with CSMs to drive renewal and upsell strategies

Senior Manager, Client Success

• Responsible for the overall satisfaction and coordination of services for clients
• Position new services and solutions for client consideration
• Serve as the main Point of Contact for operational matters

• Serve as the primary RCM strategic partner for assigned markets and physician groups
• Monitor and analyze key performance indicators including charge lag, denial rates, AR aging, AR >90 days, and net collection rate
• Lead monthly and quarterly revenue cycle reviews with market leadership and providers
• Identify root causes of revenue leakage and assist in developing corrective action plans
• Drive reduction in controllable denials through payer-specific analysis and operational collaboration
• Partner with cross-functionally with key revenue cycle stakeholders to proactively identify and resolve issues impacting revenue integrity and reimbursement performance.
• Support new market onboarding and RCM ASA integrations
• Escalate systemic issues to executive leadership with proposed solutions
• Participate in cross-functional revenue cycle initiatives and performance improvement projects

RCM Success Manager

• Configure and maintain Dynamics 365 Sales, including forms, fields, views, dashboards, business rules, calculated fields, and basic process automation.
• Support CRM data quality through duplicate detection, record merging, field cleanup, ownership correction, bulk updates, and hygiene reporting.
• Assist with account, contact, opportunity, quote, lead, activity, and project-related CRM processes.
• Support CRM training by preparing walkthroughs, process documentation, and training materials including within our digital adoption platform.
• Provide day-to-day CRM support for users, including troubleshooting, process questions, and adoption support.
• Coordinate with internal IT and external CRM vendors to execute enhancements, resolve issues, and validate completed work.
• Perform testing for configuration changes, vendor deliverables, bug fixes, and new functionality before release.
• Maintain documentation for CRM processes, field definitions, configuration changes, and release notes.
• Help manage CRM backlog items, priorities, timelines, and follow-ups.
• Identify opportunities to simplify CRM workflows, improve user experience, and reduce manual work.

Dynamics CRM Administrator

Product Adoption Specialist

• Act as an on-demand AI coach, supporting employees and teams through 1:1 and small-group sessions to help them apply AI to real workflows.
• Partner closely with stakeholders to translate business needs into practical AI-enabled use cases.
• Troubleshoot AI and AI-enabled workflow issues, providing timely, hands-on support to ensure seamless user experiences.
• Guide users in responsible AI usage, validation, and governance-aligned practices across commercial and internal AI tools.
• Coach users on advanced capabilities within tools like Microsoft Copilot, including applying pre-built agents (e.g., Researcher, Analyst) and enabling simple workflow automations or lightweight agent use cases.
• Travel to DPR offices and project sites (~25%) to deliver in-person coaching, workshops, and working sessions.
• Support end-to-end AI enablement programs, from foundational AI literacy to advanced, role-specific applications.
• Create educational materials and resources that help employees understand AI concepts and explore practical applications, including structured curricula and learning paths, hands-on workshops and labs, prompt libraries and example use cases tailored to business needs, job aids, playbooks, and self-service resources.
• Deliver live training sessions (in-person and virtual), office hours, and ongoing learning forums.
• Track adoption metrics, engagement, and usage data to assess effectiveness and guide continuous improvement of training and coaching programs.
• Gather feedback from users and stakeholders to iteratively refine content, tooling guidance, and enablement strategies.

AI Adoption Specialist

• Drive customer onboarding, product adoption, and ongoing engagement across your portfolio
• Align product value to customer business outcomes, ensuring customers realize measurable ROI
• Lead strategic business reviews and customer success planning sessions
• Deliver proactive recommendations and best practices that improve customer outcomes
• Monitor customer health, product usage, and engagement trends to identify churn risk early
• Execute mitigation strategies and success playbooks for at-risk accounts
• Partner with Account Management on save motions, retention plans, and renewal strategies
• Build trusted relationships with customer stakeholders at all levels of the organization
• Serve as the primary strategic advisor for product adoption and operational best practices
• Execute proactive engagement cadences and lifecycle strategies across your book of business
• Maintain accurate customer health data, account insights, and lifecycle tracking in Salesforce and CS platforms
• Execute customer success playbooks and engagement frameworks with consistency and discipline
• Leverage customer signals and usage data to prioritize action and drive outcomes at scale
• Contribute to scalable CS processes, programs, and operational improvements
• Identify customer growth opportunities through usage trends, business needs, and stakeholder conversations
• Partner with Account Management to surface and support expansion strategies
• Advocate for customer needs internally while balancing business objectives

Senior Customer Success Manager

• Act as the primary point of contact for a portfolio of 10-20 enterprise-level clients, helping them maximize the impact of our cutting-edge generative AI search optimization software solution.
• Translate platform data into strategic recommendations tailored to each client’s business goals and industry dynamics to drive measurable improvements in visibility and optimization.
• Guide clients through onboarding, education, and adoption journeys—ensuring high engagement, retention, and satisfaction.
• Conduct quarterly business reviews and content strategy sessions focused on optimizing content visibility, organic growth, and AI-discovery performance (ChatGPT, Perplexity, etc.).

Enterprise Customer Success Manager

• Serve as the primary virtual point of contact for assigned accounts
• Build and maintain strong customer relationships through phone, email, text, and virtual engagement
• Process customer orders accurately and efficiently while resolving order-related issues
• Proactively communicate promotions, new product launches, education opportunities, and business initiatives
• Support customer awareness and engagement around company programs, offers, and resources
• Partner closely with field sales teams and leadership to ensure continuity of customer support
• Respond to customer inquiries related to products, pricing, inventory availability, and account needs
• Support customers through service recovery situations and escalate issues appropriately when needed
• Maintain accurate customer records and engagement activity within Salesforce
• Monitor account trends and identify customer risks, concerns, or support opportunities

Customer Success Partner

• Serve as the cultural ambassador for service excellence within the pod
• Provide leadership and guidance to pod members through routines and coaching
• Maintain and evolve pod-level routines, ensuring consistency and efficiency
• Identify opportunities to enhance client experience through innovative solutions
• Act as the primary point of contact for complex cases and escalations
• Utilize and maintain a client-level performance dashboard
• Coordinate and host regular meetings with individual offices
• Partner with other Client Experience Managers for consistency
• Solicit feedback from clients and internal partners

AVP, Client Experience Manager

• Respond to user inquiries via email, chat, and social media channels in a timely and professional manner
• Troubleshoot issues related to offers, account access, and platform navigation
• Escalate complex issues to the appropriate team with full context and documentation
• Maintain detailed records of user interactions in our support CRM
• Identify recurring issues and report patterns to the product team
• Contribute to the help center by writing and updating FAQ articles
• Deliver consistently high CSAT scores through genuine, solution-focused support

Customer Success Specialist

Customer Retention Specialist

• Proactively engage with customers at risk of canceling, understanding their pain points, and crafting compelling solutions that drive long-term retention.
• Utilize advanced negotiation techniques to reinforce our value proposition and resolve customer concerns effectively.
• Maintain deep knowledge of our products, services, and competitive landscape to provide best-in-class customer solutions.
• Collaborate with internal teams (Customer Experience, Sales, Operations) to ensure a seamless retention process.
• Provide superior customer service through phone, email, and text communications.
• Handle advanced residential billing and service concerns with professionalism and efficiency.
• Accurately update and maintain customer records as needed.

Customer Retention Representative

• Builds rapport with residents and manages all communication flow related to lease renewals
• Meets and/or exceeds daily, weekly, and monthly renewal performance and measures
• Coordinates the timely completion of all lease renewals for review by the Lease processing team
• Effectively communicates the lease renewal process, month to month, and lease renewal status with residents
• Has a thorough and detailed understanding of Progress Residential lease renewal process
• Represents the company to current residents and others in a courteous and professional manner – always putting customer service first
• Has a strong understanding of Progress Residential lease agreements and can accurately explain them to existing residents in a user-friendly manner
• Understands customer needs and requirements.

Retention Specialist II, Nevada RE License Required

Onboarding Specialist

• Conduct vendor sourcing and onboarding, provide introductory training and process administrative updates to vendor information.
• Conduct high volume of prospective vendor screens and intake interviews as part of the sourcing strategy.
• Collaborate with Renovation, Turns, Service teams to ensure overall vendor sourcing and onboarding requests are completed.
• Issue Master Service Agreements and negotiate redline requests from vendors prior to submitting to Legal for approval.
• Maintain Vendor profile in Salesforce and provide weekly reporting to leadership identifying process status.
• Utilize score carding, metrics and reporting to suggest improvements in vendor onboarding.
• Perform ad-hoc projects and other duties as request.

See all jobs on JobTailor

Client Success Manager

Customer Advocate III

Customer Success Manager

CRM Manager

Enterprise Customer Success Lead

Customer Success Manager

Client Success Associate

Senior Manager, Client Success

Client Success Associate

RCM Success Manager

Dynamics CRM Administrator

AI Adoption Specialist

Senior Customer Success Manager

Enterprise Customer Success Manager

Customer Success Partner

AVP, Client Experience Manager

Customer Success Specialist

Customer Retention Representative

Retention Specialist II, Nevada RE License Required

Vendor Onboarding Specialist