Implementation Specialist

• Lead Billing and Payments implementations end to end: gather customer requirements, advise on financial workflows, configure solutions, and serve as the financial operations subject matter expert through go-live, including journal entry configuration, reporting requirements, and reconciliation.
• Lead end-to-end accounting integrations with customers: define data flows, configuration requirements, and downstream financial reporting impacts.
• Proactively identify and resolve billing issues that could affect revenue accuracy, financial reporting, or customer trust. Escalate high-risk items with clear context, financial impact, and a recommended path forward.
• Drive adoption by making sure customers understand not just how to use Billing, but how it supports their financial and operational goals. Act as a trusted advisor to Finance, Accounting, and Operations stakeholders via Zoom, email, phone, and occasional on-site visits.
• Occasionally serve as Billing subject matter expert on sales demos, and support customer discovery before and after close to confirm fit and surface any gaps that need to be closed for a successful implementation.
• Partner with Product and Engineering to surface functionality gaps, edge cases, and scalability needs from real implementations, and propose solutions rather than just flagging problems.
• Analyze implementation outcomes to find patterns, improve repeatability, and refine best practices over time. Keep implementation documentation, customer records, and project status current in CRM and project management tools, to the point that another team member could follow your process without you in the room.

Billing & Payments Implementation Consultant

Onboarding Specialist

• Lead onboarding consultations with key decision-makers, aligning expectations, defining success metrics, and establishing implementation roadmaps.
• Serve as the primary contact for executive stakeholders, ensuring proactive communication and alignment throughout onboarding.
• Identify and mitigate potential roadblocks, coordinating with internal teams and escalating when needed to maintain momentum.
• Partner with Success and Support teams to ensure smooth post-installation transitions and long-term client adoption.
• Conduct detailed configuration calls, aligning system setup with complex multi-location operations and client workflows.
• Collaborate with Engineering, Sales, and Implementation teams to manage custom integrations and system optimizations.
• Ensure technical components are thoroughly tested and validated to minimize go-live risks.
• Manage onboarding timelines, deliverables, dependencies, and client expectations to drive efficient implementations.
• Maintain comprehensive documentation in CRM and project management tools for team visibility.
• Develop and refine onboarding playbooks, using data and client feedback to enhance processes.
• Consistently meet or exceed KPIs, including time-to-install, activation rates, and NPS/CSAT scores.
• Analyze onboarding performance trends to identify operational efficiencies and improve client outcomes.
• Lead internal training and contribute to knowledge-sharing initiatives to strengthen team capabilities.
• Deliver high-quality, accurate work and outcomes by consistently adhering to documented processes, including Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and checklists.
• Review and verify outcomes before submission to maintain consistency and high-quality standards.
• Identify and address process gaps or errors to drive continuous improvement and operational excellence.

Client Onboarding Specialist

Customer Success Manager

• Own the customer journey from pre-onboarding through long-term success
• Partner with customers immediately post-sale to guide them through pre-onboarding and implementation
• Lead system setup and configuration alongside customers, ensuring Renterra is tailored to their business workflows
• Conduct live training sessions to educate customers on core functionality and best practices
• Ensure customers successfully go live and feel confident using Renterra in their daily operations
• Identify risks early in the onboarding process and proactively address them
• Occasionally assist with in-person, onsite implementations when necessary
• Own long-term relationships for a portfolio of customers and serve as their primary point of contact
• Proactively monitor customer usage, engagement, and health indicators
• Lead ongoing check-ins and success reviews with customers
• Respond to customer questions and coordinate with support, product, and engineering as needed
• Advocate for customers internally while setting clear expectations
• Manage renewals and work to maximize retention and long-term value
• Identify opportunities for expansion and execute upsells through additional products, features, or increased usage
• Gather and synthesize customer feedback to inform product improvements and roadmap decisions
• Partner closely with product and engineering teams to represent the voice of the customer

• 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

• Identify and define a growth strategy in the market for the business
• Consistently exceed monthly, quarterly and annual sales targets and expect to be well-compensated for results
• Manage the sales process end to end, proactively managing our internal teams to ensure completion of the implementation process

New Business Sales – Automotive CRM

• Serve as the primary contact for customers with a prescriptive and consultative approach and as a thought partner to deliver a superior customer experience.
• Lead the integration of Harvey into daily workflows, ensuring seamless adoption and optimal use of our AI solutions.
• Proactively and strategically manage overall account health by monitoring key indicators, addressing risks early and driving initiatives that support long-term customer success and retention.
• Evangelize the power of Harvey as you meet with end users and collaborate with Legal Product Specialists to enable end users to adopt Harvey on a daily-basis as it becomes a “must have” product.
• Direct stakeholder engagement and facilitate executive engagement, transforming customers into Harvey champions within their organizations.
• Relay customer insights to our internal teams and collaborate with Product to aid in the continuous improvement of our product and services.
• Travel required: Up to 25% of the time

Major Customer Success Manager

• Collaborate with internal stakeholders, including Renewal Managers and Account Managers
• Provide strategic guidance to ensure adoption of Meltwater solutions
• Empower clients with resources for strong advocacy
• Foster understanding of customer's organizational context
• Partner with Account Managers for upselling and growth
• Engage with accounts ahead of renewal dates
• Take ownership of customer account gross retention
• Drive client engagement and product adoption
• Conduct onboarding and training sessions for new customers
• Gather customer feedback through executive business reviews
• Identify expansion opportunities for Account Managers

• Develop and own DubClub’s lifecycle marketing and CRM strategy across creators and subscribers.
• Build onboarding, activation, engagement, retention, cross-sell, referral, and reactivation programs.
• Create personalized customer journeys across email, push notifications, SMS, and in-app messaging.
• Develop behavioral segmentation based on customer activity, preferences, purchase history, creator relationships, and seasonality.
• Partner with Creator Success to turn effective coaching and outreach into scalable, automated programs.
• Work closely with Product, Data, and Engineering to define customer events, triggers, data requirements, and in-product lifecycle experiences.
• Build a structured experimentation program, including A/B testing, control groups, and measurement of incremental impact.
• Analyze customer behavior to identify drop-off points, retention drivers, churn risks, and opportunities to increase lifetime value.
• Build lifecycle dashboards, cohort reporting, and processes for measuring program performance and ROI.
• Own and optimize DubClub’s CRM platform, campaign infrastructure, deliverability, and communication governance.
• Use AI and automation to improve personalization, campaign operations, reporting, and team efficiency.
• Establish reusable lifecycle frameworks that allow DubClub to scale without relying on repetitive manual outreach.
• Influence the product roadmap by identifying customer experience improvements that can increase engagement and retention.

Lifecycle Marketing Lead

• Reporting to the Head of Commercial Workforce Effectiveness, responsible for the development and implementation of Commercial’s CRM (Salesforce.com) Strategy
• Work closely with Sales leaders to drive the adoption of Salesforce.com across US and Canada
• Lead the implementation of AI capabilities in Salesforce platform
• Develop the vision for utilization of Salesforce.com across US and Canada to drive sales effectiveness
• Manage the Salesforce.com training and user support team
• Identify and drive toward business process alignment in US and Canada
• Develop sales strategy initiatives and case studies to drive adoption
• Coordinate with T&O for the execution of the roadmap and manage Vendor relationships
• Manage and lead the Advisory Council composed of members across Commercial

Director, Commercial Banking CRM Strategy

• As an Implementation Manager at Augment, you will serve as both a leader and an individual contributor, directly owning end-to-end customer onboarding while simultaneously coaching and developing a team of Customer Success Representatives (CSRs).
• Your objective will be to manage workflow go-lives through meticulous project planning and technical implementation—driving adoption, improving product satisfaction, and collaborating directly with B2B distribution organizations (e.g., distributors, wholesalers, and manufacturers) to integrate AI-driven automation into their operational workflows.
• Be proactive about scoping, executing, and coordinating all implementation activities with external and internal stakeholders with minimal oversight.
• Manage, mentor, and develop a team of CSRs to drive customer adoption and satisfaction.
• Oversee customer go-live and hypercare processes, ensuring fast response times and effective issue resolution.
• Standardize training and best practices to help CSRs enhance customer onboarding and ongoing support.
• Collaborate with the Customer Success Leader (CSL) to align execution strategies and ensure smooth communication across teams.

Implementation Manager – Distribution

• 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

• Execute overall company and Customer Success strategy to deliver adoption, expansion, and retention.
• Drive adoption and retention efforts across your region, leveraging data-driven insights to optimize customer outcomes.
• Lead and coach a team of Customer Success professionals in achieving business goals including maintaining a high GRR, increasing NRR, and driving key KPIs.
• Serve as a customer-facing leader and foster senior and executive-level strategic relationships across your book of business.
• Measure and monitor your book of business progress against key performance indicators, reporting internally and to customer stakeholders.
• Build and execute Customer Success Plans to establish strategic goals and help customers achieve their business objectives.
• Collaborate with internal teams (Account Management, Professional Services, Education, SME) to identify opportunities for further adoption of our solutions.
• Advocate for customer needs across departments and manage resolutions for escalated concerns.
• Demonstrate a commercial mindset to drive strategic alignment and tactical execution.

Manager, Customer Success – Central Region

• Development and manage a team of Customer Success Managers
• Build and cultivate relationships with customer executives and champions of strategic accounts and serve as an escalation point for client conflict resolution as necessary
• Partner with Customer Enablement to ensure CS Playbooks are being advanced based on our business growth and maturity
• Provide direction, coaching and feedback to CSMs around day-to-day execution of CS Playbooks
• Detailed management routines around account planning, business objectives, risk mitigation, and customer expansion
• Understand and mitigate account risk and escalate to dependent functions as necessary
• Enable Customer Growth Account Executives, Renewals Manager and CSMs to strategize on renewals and expansion opportunities
• Hire, onboard, and develop team members to progress their career at FourKites
• Contribute and lead a culture of customer success
• Collaborate with other FourKites leaders to ensure one team approach to meet and exceed customer expectations
• Approximately 25% travel for client site visits

Senior Manager, Customer Success

• Demonstrate proficiency in the Workday’s HCM and/or Financials product suite
• Ability to work in diverse, fast-paced environment and effectively collaborate across teams
• Provide guidance to partner and client resources during customer concerns
• Ability to juggle multiple projects and issues simultaneously
• Review and assess projects are on schedule per defined project timeline
• Confirm the project is delivered within the budget outlined in the SOW
• Be a liaison for sales and partner relations by providing partner implementation success data

Senior Engagement Manager – Workday Success Plans

• 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

• 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

Customer Retention Specialist

• Re-negotiate contracts to retain customer business
• Mediate customer requests while maintaining revenue
• Utilize sales skills to uncover client service issues
• Manage assigned cases within service level expectations
• Proactively contact at-risk customers using approved sales tactics
• Exercise discretion for credits and approvals according to policies
• Effectively utilize technology based CRM tool

Retention Sales Specialist

• Build and run the scaled post-sign partnership model for long tail school partners across all geographies — playbooks, templated cadences, training materials, and activation milestones
• Partner with Legal Engineers and Law School Managers to translate school feedback into program improvements and deeper embeds on key campuses.
• Own portfolio-wide reporting: track usage trends, activation status, and account health globally; surface risks and opportunities to all geo managers and to Grace
• Own product training and demo delivery across the full law school portfolio — onboarding sessions, faculty demos, librarian trainings, classroom embeds, and workspace setup.
• Maintain the law school CRM across all geographies — account notes, POC data, meeting logs, and opportunity tracking
• Lead end-of-term recap cycles, capturing Y1 learnings and aligning on Y2 activation goals with key internal stakeholders and Law School champions.

Founding Customer Success Manager

• Act as a trusted advisor to key leadership teams across multisite healthcare clients. Understand each partner's strategic objectives deeply enough to align Circadia's capabilities to their long-term goals—not just their immediate needs.
• Lead seamless onboarding and implementation engagements, adapting our technology to each client's operational realities. Apply a consultative lens to identify friction points and design solutions that stick.
• Navigate confidently at the clinical and executive levels. Build trust quickly with CMOs, CNOs, and operations leaders—and maintain those relationships through insight, not just service.
• Leverage Circadia's predictive analytics to surface insights that matter to your partners. Turn monitoring data into a compelling story about patient outcomes, operational efficiency, and ROI.
• Own the full post-sales lifecycle. Develop success strategies that drive adoption, reduce churn risk, and create organic expansion opportunities—contributing directly to forecasting and pipeline reviews.
• Bring field intelligence back to the product team. Your frontline perspective shapes the roadmap and ensures Circadia continues to solve real problems for real organizations.

Customer Success jobs in Illinois

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Billing & Payments Implementation Consultant

Client Onboarding Specialist

Customer Success Manager

Client Onboarding Consultant

New Business Sales – Automotive CRM

Major Customer Success Manager

Customer Success Manager

Lifecycle Marketing Lead

Director, Commercial Banking CRM Strategy

Implementation Manager – Distribution

Marketing Specialist, CRM/Lifecycle

Manager, Customer Success – Central Region

Senior Manager, Customer Success

Senior Engagement Manager – Workday Success Plans

Senior Implementation Specialist

Senior Customer Success Manager

Senior Customer Success Manager – Merchants

Retention Sales Specialist

Founding Customer Success Manager

Customer Success Manager