Onboarding Specialist

• Daily interactions with candidates, via email, phone, text to support and manage the needs through the onboarding process
• Monitor Zendesk and shared email inboxes
• Follow up with new employees to evaluate on-boarding experience and recommend ways to enhance the new hire onboarding programs and experience
• Candidate data management within the ATS system and complete onboarding form
• Follow-up with the Onboarding Coordinators on candidates’ backgrounds, I-9, and fingerprinting
• Preparing onboarding details, requesting of badges, technology needs, and support continuous communication with candidates
• Weekly dashboards/reports on candidate state of readiness within Smartsheet
• Regularly assesses and recommends program changes and enhancements to drive better retention and engagement of new hires

Onboarding Coordinator – Temporary

Customer Success Manager

• Engages directly with clients or internal stakeholders across Gartner
• Acts as a connector between internal and external Clients and the Gartner Analyst community
• Provides research and resources to business leaders
• Partners with internal stakeholders on client needs
• Builds strong working relationships with the Gartner Business & Technology Insights Analyst community

Client Engagement Specialist

• Maintain and update the project management board to accurately reflect campaign status, timelines, and task ownership across the workstream.
• Build and configure promotions campaigns end-to-end, ensuring accuracy in offer mechanics and targeting.
• Assist in QA and testing processes for new product features and promotional tooling, identifying and flagging gaps.
• Support the scoping and triaging of technology issues affecting promotional delivery, documenting findings, and coordinating with relevant stakeholders toward resolution.
• Partner with CRM team to align promotional builds with messaging strategy and channel execution.
• Adhere to process documentation for campaign builds, QA workflows, and operational procedures.
• Ensure all promotional materials and configurations meet compliance and brand standards.
• Track operational and campaign performance trends to surface issues to support team decision-making.
• Serve as the primary liaison between customer service and marketing teams, translating frontline feedback into actionable improvements to campaigns and processes.

Coordinator – Lifecycle CRM Operations

• Assist and support the implementation process for newly acquired clients, ensuring a smooth onboarding experience
• Onboard new clients and provide hands-on training to ensure they can effectively leverage AI-driven solutions for underwriting, risk assessment, and financial decision-making
• Build and nurture strong client relationships, serving as a trusted advisor with a solid understanding of financial services, underwriting processes, and regulatory considerations
• Work closely with your clients to build success and growth plans that ensure maximum utilization while laying the foundation for expansion efforts
• Proactively engage with clients to assess satisfaction, identify challenges related to underwriting or financial workflows, and recommend solutions
• Serve as front-line point-of-contact for your clients, ensuring timely resolution of issues related to underwriting workflows, data integrations, or AI performance
• Maintain up-to-date client demographic, portfolio, and underwriting-related data within CRM and internal systems
• Work collaboratively with various internal teams to ensure seamless service delivery and problem resolution
• Gather customer feedback post-implementation and relay it to the product development team for ongoing enhancements
• Champion the voice of the customer internally, advocating for customer-centric improvements across FinTech and underwriting use cases
• Monitor customer success metrics and develop strategies for improvement
• Manage an assigned book of business overseeing all aspects of key accounts and client relationships
• Manage and grow existing client accounts monthly, by initiating contact with clients, identifying their needs and selling appropriate products to meet those needs
• Maintain internal reporting, organization, and ticketing system
• Partner with the Customer Success leaders to identify trends across the book of business, including underwriting performance, risk outcomes, and customer usage patterns
• Identify and execute on process improvement opportunities
• Maintain up-to-date client demographic, portfolio, and underwriting-related data within CRM and internal systems
• Lead weekly client syncs, steering committees, QBRs, and onsite sessions with stakeholders as needed
• Other duties as assigned

• Assist clients with vacation planning and recommendations
• Research destinations, accommodations, cruises, and vacation packages
• Prepare customized proposals and itineraries
• Coordinate reservations with preferred suppliers
• Maintain detailed client communications
• Participate in ongoing professional development and supplier training
• Build a strong referral-based client network

Client Experience 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

• Deliver timely execution of CRM campaigns aligned with US market strategies, taking full ownership of campaign quality and on-schedule deployment
• Own and manage customer journeys across key lifecycle stages including onboarding, retention, reactivation, and loyalty, ensuring each stage delivers measurable engagement outcomes
• Plan, set up, schedule, deploy and report on campaigns across Modals, In-App notifications, Push notifications, and Email
• Conduct A/B testing to measure campaign performance and contribute to optimisation efforts
• Analyse campaign performance data and deliver actionable recommendations that directly improve engagement and retention outcomes
• Brief and partner with copywriters and designers to deliver assets for customer communications, ensuring brand and quality standards are met
• Lead the end-to-end execution of generosity campaigns, from setup through to post-campaign analysis
• Work closely with the US Customer Engagement Manager and VP of Marketing to plan and execute customer engagement campaigns aligned to business priorities, collaborating with the broader US Marketing team on concepts and execution, and the global CRM team on best practices
• Proactively contribute performance insights and learnings to the global Customer Engagement team, driving improvements to efficiency and best practice across markets
• Identify and resolve inefficiencies or errors in campaign processes, recommending and implementing improvements to execution standards
• Leverage tools including Quick Suite, Amplitude, and Braze to identify trends, define segmentation and targeting strategies, and translate findings into concrete campaign improvements
• Ensure all CRM activities adhere to US gambling, data protection and privacy regulations.

Marketing Specialist, CRM/Lifecycle

• Own implementation phase through onboarding, training, executive sponsored meetings and goal/ KPI setting
• Collaborate with internal teams through onboarding integration to create a strong foundation for partnership
• Leverage Partner operational and CSAT data to track performance while proactively engaging with Vendors to maintain momentum and course correct as required
• Track KPIs such as velocity of implementation, lead generation by vendor, revenue generated, vendor retention and satisfaction rate, residual reports
• Build trusted relationships with key stakeholders within Modernizing Medicine and the Vendor organization to facilitate all areas of support directly related to Vendor Growth
• Review the progress of Vendor Growth and ensure that milestones and KPIs are met, and that Vendors are successful
• Drive revenue by cross selling services
• Introduce, demonstrate, and sell new products and services to the partner community
• Be responsible for the retention of vendors and recognition of at-risk characteristics and red flags
• Be able to identify potential in accounts by studying current business, evaluating additional needs of our vendors and analyzing opportunities
• Create and execute action plans on behalf of the vendor to engage appropriate cross functional teams to contribute to development, integration efforts, marketing, and channel (services) sales
• Host training and webinars to get vendor sales teams up to speed on Modernizing Medicine product and service offerings
• Work with Business Development managers to provide support by way of collateral resources, training support, etc

Vendor Success Manager

Product Adoption Specialist

• Owning engagement for Mazlan free-trial customers within your assigned region.
• Managing a portfolio of trial accounts from activation through to conversion.
• Delivering structured onboarding sessions, demos, workflow walkthroughs, and regular check-ins.
• Understanding customer workflows and tailoring guidance to their specific needs.
• Proactively identifying and removing barriers to adoption, including confidence, time, or technical challenges.
• Translating Mazlan's capabilities into practical, industry-relevant use cases across EHS, Quality, Compliance, and other sectors.
• Sharing best practices and resources that help customers realise value quickly.
• Monitoring trial health and flagging at-risk accounts early.
• Working closely with Sales to support conversion conversations and customer handovers.
• Sharing customer feedback and insights with Product, Customer Success, and Commercial teams.

AI Adoption Manager

• Manage strategic partnerships with clients, serving as the main liaison.
• Proactively pinpoint opportunities for enhancing customer performance using comprehensive data analysis.
• Cultivate collaboration among affiliated clients, facilitating the exchange of success stories and fostering customer-to-customer cooperation.
• Serve as a reliable advisor to clients, promoting the adoption of solutions, ensuring alignment with operational goals, and delivering measurable value.
• Craft and deliver narratives on product utilization to illustrate ROI to clients, while also identifying avenues for further adoption and value realization.

Senior Provider Customer Success Manager – Payer, Provider & Convener

Implementation Specialist

• Work with customer/end-users to gather and translate the business needs into detailed software requirements (Functional/Non-Functional, Integration and technical specifications).
• Perform system analysis on software programs, applications, and web services/APIs, utilizing development tools, including potential source code and system configurations investigation, during analysis.
• Lead and guide testing and troubleshooting of system features during implementation, including documenting defects, errors and solutions by performing RCA (Root Cause Analysis).
• Become fluent in engineering process and maintain relationships with key technical subject matter experts.
• Engage technology, product and operational experts as applicable to advise / create solution options that mitigate risks and ensure a successful solution roll-out.
• Learn Platform Architecture, product, and integration capabilities and remain current on them.
• Efficiently integrate new systems, features, modules, and applications with business operations and services.
• Assess customer technology and operational constraints to identify gaps and risks.
• Document process workflow, build and configure the system based on design and ensure configuration meets requirements and works as expected.
• Create and maintain deliverables within the assigned area.
• Collaborate as part of the full client lifecycle to include: RFP, demo, project kick-off, implementation, go live and optimization.
• Maintain industry expertise.
• Maintain compliance with lnovalon's policies, procedures and mission statement.
• Adhere to all confidentiality and HIPAA requirements as outlined within lnovalon's Operating Policies and Procedures in all ways and at all times with respect to any aspect of the data handled or services rendered in the undertaking of the position.
• Fulfill those responsibilities and/or duties that may be reasonably provided by lnovalon for the purpose of achieving operational and financial success of the Company.
• Uphold responsibilities relative to the separation of duties for applicable processes and procedures within your job function.

Implementation Engineer

• Manage a portfolio of state, local government, and education clients
• Act as a trusted advisor to government IT leaders, school districts, and higher education institutions
• Identify opportunities to expand NinjaOne’s presence within public sector organizations
• Understand the specific challenges of SLED IT environments
• Build strong, long-term partnerships with public sector IT teams and procurement officials
• Work closely with NinjaOne’s legal and finance teams to navigate RFPs and contracts
• Utilize Salesforce to track opportunities, forecast revenue, and manage customer engagement
• Stay up to date on SLED technology trends, government initiatives, and education IT funding sources

Customer Success Manager – SLED

• Lead and manage talent acquisition operations, including process design, optimization, and continuous improvement initiatives
• Ensure consistent execution of recruiting workflows, policies, compliance standards and global governance practices
• Partner cross-functionally with HR, Talent Acquisition, and business leaders to identify process gaps and implement scalable solutions
• Establish and monitor key performance indicators (KPIs) and metrics to track recruiting and onboarding effectiveness
• Drive adoption of TA systems, tools, and technologies to enhance efficiency and user experience
• Ensure compliance with all applicable employment laws, policies, and internal guidelines throughout hiring and onboarding processes
• Manage vendor relationships and external partners supporting TA operations and onboarding activities as needed
• Lead change management initiatives and training related to process improvements, system implementations, and organizational priorities
• Develop and maintain documentation, playbooks, and standard operating procedures for TA processes
• Provide leadership, coaching, and support to team members and stakeholders to ensure alignment with best practices

Manager, TA Ops, Process & Onboarding

Manager, TA Ops – Process & Onboarding

• 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

• 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

• Partner with cross-functional teams at both the program and enterprise level — spanning Scientific Affairs, Policy, IT, and Enforcement — to align on client requirements, resolve issues quickly, and ensure a cohesive implementation experience from start to finish.
• Serve as the primary point of contact and trusted advisor for clients throughout the full implementation lifecycle, ensuring a seamless and supported experience.
• Manage multiple client engagements simultaneously, keeping projects organized, on schedule, and aligned with each client's unique needs and expectations.
• Develop and lead implementation plans that keep all client and internal stakeholders informed, engaged, and confident in the process from kickoff through go-live.
• Clearly communicate program capabilities, workflows, and integration expectations to clients and partners in straightforward, accessible language.
• Guide clients through each phase of the LBM implementation journey — including onboarding, requirements gathering, testing, and launch — ensuring clarity and accountability at every step.
• Lead collaborative working sessions with clients to gather and document data and file requirements, ensuring all parties are aligned before work begins.
• Partner with internal teams to define requirements, coordinate deliverables, and serve as the client's advocate in ensuring timely and quality execution.
• Walk clients and end users through system access setup and onboarding, ensuring a smooth and well-supported experience from the start.
• Track and manage client-related action items and deliverables, ensuring nothing falls through the cracks and stakeholders are always aware of progress and next steps.
• Support clients through the testing and validation process, helping to address questions, resolve issues, and ensure readiness for launch.
• Act as the bridge between client needs and internal teams — translating business goals and feedback into clear direction for configuration and delivery.
• Partner with clients and internal stakeholders to proactively identify opportunities to streamline the implementation experience and reduce unnecessary complexity.
• Serve as the steward of client-facing implementation resources and documentation, ensuring materials are clear, current, and easy for clients to navigate.
• Continuously look for ways to improve the client implementation experience, reduce friction, and deliver better outcomes faster.

Client Integration Lead – Implementations

• Work closely with Promotions Customer Value team to align promotional and messaging pillars
• Lead engagement strategy across VIP, partnerships, play-up and cross-sell focused initiatives
• Work closely across CRM teams to create and manage testing strategy and communication plans
• Create consistent process-first guidelines to ensure best-in-class customer experience for all Customer Value-led content
• Ensure all CRM materials meet compliance and brand standards
• Communicate how campaign mechanics, targeting strategy, segmentation framework and messaging adhere to broader Sportsbook CRM team goals
• Analyze performance trends to optimize against key objectives

Manager – Sportsbook Customer Value CRM

• Build strong relationships with key customer business and IT stakeholders to help guide us through their organization and introduce us to different teams
• Generate leads (CSQL) for the Workiva sales team to pursue
• Evaluate organizational inefficiencies to help customers define appropriate business outcomes
• Identify opportunities for Workiva to consult with customers on setups
• Develop relationships with the Workiva Account teams to ensure everyone is working towards the same goal and to decrease task overlap
• Understand customer needs well enough to identify users that might not be seeing value in Workiva’s Platform and executing a plan to increase return on investment (ROI)
• Facilitate training (by self service or virtual mods) for new teams as needed to ensure users are active in Workiva’s Platform
• Conduct meetings to help customers understand the positive business outcomes they are achieving using Workiva’s Platform
• Understand customer expectations and service agreement terms of each contracts and ensure the work is completed and delivered to the customer on or before the deadline
• Learn the Workiva Platform and how it is used in each market where Workiva maintains a presence
• Ensure any customer inquiries are answered promptly and help identify the best person at Workiva to get involved when necessary
• Ensure customer awareness and issue resolution practices around ticket management when unable to resolve product issues in Workiva Platform
• Engage with onboarding team, solution architects, and any other team providing service to the customer to ensure customers expectations are being met

• Serve as the primary maritime mission subject matter expert supporting U.S. Government customers throughout the customer lifecycle.
• Build trusted relationships with stakeholders across NIWC Pacific, NIWC Atlantic, NAVWAR, U.S. Navy Program Offices, Fleet organizations, Marine Corps, Coast Guard, and other maritime mission partners.
• Partner with Account Executives during customer engagements to understand mission requirements, shape technical solutions, and support strategic growth opportunities.
• Work alongside customer operators and analysts to understand operational workflows, intelligence requirements, and evolving mission priorities.
• Help customers successfully implement, adopt, and operationalize Vantor's geospatial intelligence, maritime analytics, and AI-enabled capabilities.
• Conduct customer briefings, product demonstrations, mission planning sessions, workshops, and training events.
• Support operational exercises, technical exchanges, and customer working groups while serving as a trusted mission advisor.
• Gather customer feedback and operational insights to help influence product roadmap priorities and future capability development.
• Collaborate with Product, Engineering, and Delivery teams to resolve customer challenges and continuously improve the customer experience.
• Monitor customer adoption, mission outcomes, and operational success while proactively identifying opportunities for expansion within existing accounts.
• Support proposal efforts, capture activities, and technical responses by providing maritime operational expertise.
• Represent Vantor at industry conferences, Navy and NIWC events, and customer forums.

Customer Success jobs in Florida

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Onboarding Coordinator – Temporary

Client Engagement Specialist

Coordinator – Lifecycle CRM Operations

Customer Success Manager

Client Experience Specialist

Client Onboarding Consultant

Marketing Specialist, CRM/Lifecycle

Vendor Success Manager

AI Adoption Manager

Senior Provider Customer Success Manager – Payer, Provider & Convener

Implementation Engineer

Customer Success Manager – SLED

Manager, TA Ops, Process & Onboarding

Manager, TA Ops – Process & Onboarding

Senior Implementation Specialist

Senior Customer Success Manager

Client Integration Lead – Implementations

Manager – Sportsbook Customer Value CRM

Senior Customer Success Manager

Maritime Mission Customer Success Manager – TS/SCI