Customer Success Manager

• Own and manage a book of mid-market customer relationships to showcase the value of Greenhouse and drive gross and net revenue retention
• Dig into each customer's goals through thoughtful discovery and translate them into positive business outcomes you execute and verify
• Build and refine AI-powered workflows that reduce administrative work and scale how you deliver value across your book
• Prioritize strategically across your accounts, deciding which products and features matter most to each customer in a fast-moving, competitive market
• Advocate internally for customer needs to our Support, Product, Engineering, and Sales teams
• Partner with Account Managers throughout the customer lifecycle to prevent churn, surface expansion opportunities, and ensure renewals
• Team up with Implementation Strategists through onboarding to ensure the successful launch of new Greenhouse customers
• Additional projects and responsibilities as business needs require

Customer Success Manager, Mid-Market

• Lead and grow a team of CSMs focused on adoption, retention, and expansion.
• Define success metrics, manage performance, and support career development.
• Drive NRR through proactive value realization and expansion strategies.
• Partner with Sales to co-develop account strategies and surface growth opportunities.
• Own team KPIs and lead regular inspection rhythms to track performance.
• Align closely with Product, Sales, and Support to represent the voice of the customer.
• Guide the team through complex issues, customer risks, and escalations.

Manager, Customer Success

• Develop self-service resources, FAQs, knowledge base articles, and customer education materials.
• Identify opportunities to automate repetitive customer interactions and workflows.
• Build scalable customer engagement programs that improve adoption and reduce support dependency.
• Analyze customer behavior and support trends to identify opportunities for scale.
• Support implementation of automated communications, onboarding journeys, and customer success workflows.
• Leverage AI-powered tools to improve customer education, content creation, onboarding effectiveness, and customer engagement at scale.
• Serve as a key contributor to FAN's operational effectiveness and scalability.
• Identify inefficiencies and opportunities for process improvement across onboarding, support, and customer success workflows.
• Develop documentation, playbooks, and standard operating procedures.
• Analyze customer feedback, case trends, and operational metrics to recommend improvements.
• Partner with leadership to implement scalable solutions that improve efficiency and customer outcomes.
• Contribute to workflow automation initiatives and operational transformation projects.
• Identify and implement opportunities to incorporate AI and automation into customer-facing and internal processes.
• Help shape the future operating model of FAN through continuous improvement efforts.

Scaled Customer Success Manager

Implementation Specialist

• Own the execution of complex, enterprise implementations end to end.
• Work with the customer to understand their environment, use cases, and compliance requirements, and translate them into a clear implementation plan and configuration that meets their needs.
• Guide customers through technical integration with the Flagright platform, including API integration, data migration, backfills, and validation, and ensure their setup is production-ready.
• Run the project end to end: build and maintain the project plan, own the critical path and timeline, coordinate workstreams across the customer, engineering, and product, track dependencies and risks, and keep the delivery on schedule.
• Map and manage the stakeholders on both sides of a delivery, from the customer's project sponsors and technical teams to internal engineering and product. Keep everyone aligned, set clear expectations, and drive decisions across groups with competing priorities.
• Plan and run dry runs and cutovers. Take a launch from “the configuration is ready” to “it works in production for this customer.”
• Train customer teams on the platform and produce the documentation and runbooks that let them operate confidently and independently after launch.
• Stay engaged through the post go-live period, resolving issues quickly and ensuring the deployment is stable before transitioning the customer into ongoing operations.
• Identify risks early, manage issues to resolution, and escalate proactively so problems are surfaced and solved before they affect the customer.

Implementation Manager

• Own Assort's most strategic accounts through the entire customer journey — serve as the primary relationship holder for our largest, most complex healthcare customers, spearheading both executive strategy and operational execution from launch through renewal and expansion.
• Be a strategic advisor on agentic AI — partner with C-suite and operating leaders to expand what's possible with AI, drive measurable outcomes, and transform how their patients experience care.
• Diagnose and solve with data — proactively identify, surface, and address risks and opportunities, and translate insights into recommendations that drive ROI, unlock productivity, and improve AI agent performance.
• Be the voice of the customer — develop deep fluency in Assort's product and partner closely with Sales, Implementation, Product, and Engineering to ensure our enterprise customers’ needs shape what we build, sell, and deliver.
• Build scalable systems — own design and implementation of playbooks, processes, and tools that let us deliver consistent, world-class support as we rapidly grow.
• Travel to client sites (up to 25%)

Principal Customer Success Manager

• Leading a worldwide team of customer success managers and engineers focused on AWS Cloud business
• Manage a team to drive adoption and consumption motions for AWS and NetApp Cloud customers
• Develop long-term strategies and shorter-term tactics to meet expansion and revenue goals
• Lead a team focused on maintaining and growing customer retention and investment
• Ensure customers maximize value and satisfaction from their cloud investments

Director – AWS Cloud Customer Success

• Own Customer implementations from the Sales handoff through to Support handover
• Own project plans, manage deliverables, report on the status of milestones and proactively identify project risks to internal team members and the Customer
• Manage internal resources in alignment with the project budget
• Provide a consultative approach by building and maintaining great customer relationships to make each project successful for both the client and Unifyr
• Lead customer workshops, prepare requirements and user documentation for project delivery
• Unifyr platform configuration.
• Document configuration environments for handover to Unifyr technical support to address questions and issues that arise post launch.
• Set and reinforce expectations and deadlines with clients and ensure follow-through on any commitments made by the Sales, Customer Success or Service Delivery teams
• Ensure that the delivered solution makes the best use of the capabilities of the Unifyr products and meets the customers’ specified requirements
• Quality assure that the delivered solution meets specification
• Manage customer expectations, identifying and communicating issues and risks, as well as resolving to ensure customer success
• Be involved in, and where applicable, develop and lead initiatives to improve internal processes, documentation, customer satisfaction and speed of delivery
• Develop and maintain a deep knowledge of Unifyr products, the business processes involved in partnering automation and best practices in partner management
• Maintain a current knowledge of best practice in business analysis and project management to maintain your professional skills to the highest level.

Implementation Consultant

• Own the full customer lifecycle, with emphasis on revenue retention and expansion. This includes ensuring renewals, identifying upsell opportunities, and driving new license and service agreements.
• Act as a strategic partner to your customers, understanding their business outcomes and demonstrating how Wind River's products and services can help them achieve their goals.
• You'll be proactive in "walking the halls", identifying new business problems they may not realize they have and providing solutions.
• Be a revenue driver. Scout for new opportunities to expand Wind River’s footprint within existing accounts by deeply understanding customer initiatives and challenges as well as organizational and external impacts.
• Serve as a customer advocate and a strategic internal resource. Marshal cross-functional teams—including Engineering, Product Management, Professional Services, and Technical Support—to address customer needs and ensure they meet their project milestones and ROI objectives.
• Prevent churn by monitoring customer health, proactively addressing any concerns, and ensuring a positive, high-value customer experience.
• Develop customers into positive references, building "customers for life" who are willing to publicly and privately endorse Wind River.
• Maintain a detailed record of all customer interactions, sentiment, and opportunities in our customer intelligence platform to provide visibility across the organization.
• Serve as a key partner to Wind River Product and Sales teams with relevant learnings from our major customers that may impact product roadmaps and sales plans.

Senior Director – Customer Success

• Manage a portfolio of customer accounts, driving adoption, retention, and expansion
• Execute proactive outreach aligned to client goals, milestones, and business outcomes
• Lead onboarding engagements and help customers achieve meaningful adoption milestones
• Conduct customer success reviews to identify adoption gaps, opportunities, and next steps
• Identify at-risk accounts and implement recovery plans to improve customer outcomes
• Facilitate customer conversations focused on business outcomes and value realization
• Design and execute scalable customer engagement initiatives, including campaigns, automations, and office hours
• Identify and pursue expansion and referral opportunities within existing accounts
• Maintain accurate customer records and account activity within HubSpot
• Share customer insights and feedback with internal stakeholders
• Partner cross-functionally with Customer Experience, Product, Sales, and Marketing teams to improve customer outcomes

Client Success Manager

• Build and strengthen relationships with clients across the Americas region.
• Proactively identify and engage at-risk clients before concerns escalate.
• Lead service recovery and retention efforts for clients.
• Partner with internal teams to resolve client concerns and deliver positive outcomes.
• Analyze customer feedback and trends to identify improvement opportunities.
• Advocate for clients while balancing business priorities.
• Support initiatives that improve client satisfaction and retention.
• Identify potential growth, renewal, and cross-sell opportunities and collaborate with Sales teams.
• Maintain accurate records, reporting, and documentation of client interactions.

Client Success Executive

• Hire, train, and lead the team — recruit, onboard, and coach members of the CS team, and own their growth and performance.
• Own team-level outcomes — drive end-to-end account health across your portfolio, set capacity and book assignments, and bring operational rigor to how the team runs.
• Be a strategic advisor on agentic AI — partner with C-suite and operating leaders to transform how patients experience care, expanding their vision of what's possible with AI and delivering measurable outcomes.
• Drive executive presence and relationship depth — model and coach the team on building relationships that go beyond the day-to-day CSM contact, including leading QBRs and ensuring every account has meaningful coverage across clinical, operational, and executive stakeholders.
• Diagnose and solve with data — proactively identify, surface, and address risks and opportunities, and translate insights into recommendations that drive ROI, unlock productivity, and improve AI agent performance.
• Be the voice of the customer — develop deep fluency in Assort's product and partner closely with Sales, Implementation, Product, and Engineering to ensure our strategic customers’ needs shape what we build, sell, and deliver.
• Own team-level GRR and NRR — set and track retention and expansion targets across your team's portfolio, with clear accountability for revenue outcomes, not just activity metrics.
• Build scalable systems — own design and implementation of playbooks, processes, and tools that let us deliver consistent, world-class support as we rapidly grow.
• Travel to client sites (up to 25%).

Manager, Customer Success Team

• Provide consistent, accurate and efficient processing of orders
• Handle moderate volume of inbound calls from scholarship families
• Actively communicate with Team and Families
• Follow coaching from manager to show consistent improvement in identified areas of opportunity.
• Perform other duties as assigned

ESA Customer Success Representative

• The ClinicMind Enterprise Customer Success Lead serves as the primary strategic partner and advocate for our enterprise healthcare clients
• Responsible for driving account retention, ensuring customer satisfaction, and fostering deep trust-based relationships across a portfolio of large-scale healthcare organizations
• Own the end-to-end retention strategy for a portfolio of enterprise healthcare accounts, proactively identifying at-risk clients and developing action plans to address churn risk
• Build and maintain executive-level relationships with key stakeholders including customer C-suite, IT, and Revenue Cycle leaders
• Identify expansion and upsell opportunities within existing accounts
• Negotiate and support contract renewals in alignment with company objectives
• Serve as the voice of the customer to ClinicMind
• Monitor and analyze client health scores, product utilization metrics, and satisfaction indicators (NPS, CSAT) to drive continuous improvement
• Execute customer success plans for each account that aligns with customer goals with platform capabilities and measurable KPIs
• Conduct regular business reviews (QBRs) to assess progress against goals and demonstrate ROI
• Serve as the first point of escalation for customer questions, concerns, and complaints, ensuring timely, professional, and empathetic resolution
• Accurately log all customer-reported issues, incidents, and service disruptions in the company's CRM and project management software
• Capture, document, and advocate for customer-requested system enhancements, new features, and workflow improvements through the company's product feedback process
• Facilitate regularly scheduled cadence calls and meetings with assigned accounts, including weekly or bi-weekly operational check-ins and quarterly strategic reviews
• Travel to customer sites as needed to strengthen relationships and conduct in-depth workflow assessments
• Expected travel: up to 50% depending on portfolio size and customer needs

Enterprise Customer Success Lead

• Build strong, meaningful relationships with our customers and proactively seek to understand their business objectives and expectations
• Drive engagement and adoption throughout the full customer journey
• Own a book of business to include renewals and expansion opportunities
• Become a product expert and understand all components of CodeRabbit
• Educate customers on the best product usage, ensuring they maximize the value out of it
• Champion customer needs internally, leveraging your customer knowledge to advocate for them and influence the product roadmap
• Relentlessly focus on solving customer challenges by effectively communicating specific benefits and best practices of CodeRabbit
• Own customer-facing communications to ensure a professional and concise message
• Develop and present periodic reviews to customer leadership

Enterprise Customer Success Manager

• Collaborate with assigned sales partner(s) to develop customized product and therapy solutions
• Provide training on equipment and therapies
• Conduct prospecting and demand generation activities
• Act as a trusted advisor to patients by providing technical expertise
• Assess clinical environments and collaborate with staff to implement training and improvement plans
• Maintain clinical competency through nephrology literature, meetings, products and services and their clinical application

Clinical Consultant, Implementation Specialist

• Manage a high-volume, low-touch customer portfolio through shared inbox, live chat, and office hours — driving retention and satisfaction in a fast-paced, automated environment.
• Drive retention and expansion by proactively identifying churn risks, managing cost-based objections, and collaborating cross-functionally to support upsell opportunities within the Growth segment.
• Identify opportunities to expand the clients suite of Triple Whale products to satisfy their goals.
• Develop and maintain a deep understanding of our products and the broader marketing landscape - staying up to date on industry trends and best practices
• Analyze customer usage to form accurate forecasts, and to have complete visibility into renewal pipeline; identify, clearly communicate, and manage risk throughout the year through proactive touch points and take the lead in developing resolution strategies
• Contribute to the continued development and improvement of the Triple Whale Customer experience

Customer Success Manager, Growth

• 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)

• The Customer Success Representative works with a passionate team whose focus is to understand the customers needs and requirements.
• Reporting to the Inside Sales Manager this position is responsible for providing support to our Key Account Managers and existing clients in the pharmaceutical and biotechnology industries.
• Perform outgoing calls/emails and assist in managing existing business and generating new sales.
• Proactively contact customers using the phone and emails to gather information, assist in the onboarding process of new clients and assist in the increase of sales.
• Assist Key Account Managers in meeting sales targets and ensure growth in assigned market or customer segments.
• Assist in managing the entire sales process for the product lines, target accounts and sales opportunities.
• Engage with existing customers, guiding customers to the product solution that best meet their needs, coordinating with internal resources to address customer questions/objections, providing budgetary pricing, creating and submitting individualized quotes, negotiating, overcoming obstacles and closing the sales process through the point of order receipt.
• Work collaboratively with key account managers to develop and execute programs to support growth strategy of the company.
• Support in establishing new customers and growing existing customer accounts.

Customer Success Representative

• Ensure that customers who have completed an auto refinance or purchase loan had a positive experience.
• Maintain all overflow through TSG phone systems and is the resolution point for escalations within TSG and all its brands.
• Respond to all complaints and escalations from start to finish and only escalate further if appropriate.
• Maintain Legal and Compliance concerns through QA processes.
• Document all accounts, contact, and activity information into various systems.
• Answer calls from internal and external sources, while providing a world-class customer service experience.
• Manage inbound and outbound communication by email, phone and/or text to customers and Lenders or previous lien holders.
• Including de-escalation of phone calls without transferring to ASM’s.
• Consistently respond to auto finance inquiries in a timely, efficient, and professional manner.
• Outreach all funded loans within one business day via phone/email.
• Contact customers who have completed a funded loan and assess their experience.
• Quality Assurance – Listen to calls made by loan specialists at rate of 1 call per week per loan specialist and complete compliance checklists to ensure compliance guidelines are followed.
• Work inbound email boxes (Save/Sales).
• Follow up via phone call when necessary for escalated customers.
• Research and resolve Short Payoff Issues to ensure loans are fully paid off.
• Grade customer experience with tools provided – both on the customer’s experience and on the Loan Specialist who assisted them in completing the loan.
• Provide responses to customers who left reviews on their auto loan experience via Podium/Birdeye or other lead sources.

Customer Success Representative II

Customer Retention Specialist

• Act as the primary point of contact for members across all JumpstartMD clinics, addressing their needs and enhancing their overall experience.
• Provide support with billing issues, including payment processing, claims liaison, and troubleshooting insurance-related inquiries.
• Gather and analyze feedback from members, address concerns or complaints, and develop solutions to reduce cancellations while improving retention.
• Support clinics by managing the inventory and supply chain process. Ensure all clinics are fully stocked with essential products, office supplies, and medical equipment.
• Negotiate membership renewals and cancellations, offering personalized solutions to retain members and maintain their loyalty to JumpstartMD.
• Analyze member behavior and produce regular reports on retention, cancellations, and overall satisfaction. Present findings to the sales and marketing teams to improve retention strategies.
• Work closely with operations and support teams to implement retention-focused initiatives and promote new services or products.
• Monitor and reply to member questions and support the needs of our membership through the App – Reply to member questions and inquiries from the survey platform to ensure timely responses and satisfactory problem solving for members. Deliver exceptional customer care in every interaction, ensuring members feel supported, valued, and empowered throughout their health journey. Use active listening, empathy, and problem-solving to provide a best-in-class experience.

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