Implementation Specialist

• Gather, analyze, and document business requirements for insurance product implementations, enhancements, and system changes.
• Partner with Product Managers, Actuaries, Compliance, and Engineering to translate product specifications, underwriting rules, and regulatory requirements into clear business and system requirements.
• Configure and support the implementation of insurance products, including coverages, rating structures, forms, and underwriting rules within internal systems.
• Review product configuration, rating algorithms, and rate tables to help ensure accuracy, completeness, and alignment with approved filings.
• Research and analyze policy forms, endorsements, and regulatory filings to support compliant product implementation.
• Develop, execute, and document test cases and test scenarios for system, integration, and user acceptance testing.
• Validate rating calculations, coverage rules, policy forms, and system functionality; identify defects, document findings, and partner with technical teams through resolution and retesting.
• Maintain accurate implementation documentation and support knowledge sharing for new product launches and system enhancements.
• Collaborate effectively with cross-functional partners to support timely and accurate delivery of product initiatives.
• Continuously build knowledge of Branch products, insurance concepts, system functionality, and regulatory requirements to increase individual effectiveness and contribution over time.

Senior Implementation Specialist

• Configure system as needed and work within the team to meet client deliverables; including, but not limited to: Configuring system as needed based on client provided requirements
• Testing new and existing system functionality to ensure accuracy of client system configuration with integration, regression and acceptance test plans
• Develop expertise building the technology solutions
• Maintain thorough understanding of all internal systems to respond to general and specialized client requests
• Verify technical reference information, including user guides, training manuals, and system requirements
• Provide resolution of client issues by responding to questions and concerns about the use of HUB International products; ability to leverage research to find resolution
• Train clients on the use of system and provide demonstrations as needed
• Update sites as requirements change each plan year or as needed throughout the plan year (this includes benefit class matrix, requirements document, rates, permissions, field options, site text)
• Provide open communication to HUB International customers in a pleasant, professional manner with a can-do attitude
• Stay up to date on industry trends and best practices and perform additional responsibilities as assigned.

Employee Benefits Implementation Specialist

Customer Success Manager

• Serve as the primary point of contact for assigned clients, ensuring strong and lasting relationships through proactive customer engagement techniques such as regular check-ins, tailored communication plans, and the use of CRM tools to track and enhance interactions.
• Address client inquiries and concerns promptly to maintain satisfaction and build trust.
• Assist in creating and managing detailed project plans and timelines under the guidance of the Customer Success Manager.
• Lead on-site launch events and facilitate virtual and in-person resident engagement activities.
• Collect and report client feedback using Voice of Customer (VoC) methodologies such as surveys, interviews, and data analytics to identify areas for service enhancement and inform strategic decisions.
• Work closely with the Customer Success Manager to prepare materials for client account reviews and strategy discussions.

Customer Success Coordinator

Customer Advocate

• Professionally manage a high volume of phone calls and email correspondence with clients and their families providing status updates and answering questions
• Utilize internal systems to retrieve relevant information and provide accurate status updates
• Adeptly multitask to ensure efficient handling of client queries while maintaining a high level of professionalism
• Draft basic forms
• Draft written correspondence to clients and VA
• Update CCK's case management program files with all client conversations, pertinent correspondence, and information
• Attend training sessions as directed by the supervisor
• Assist with the training of new Client Advocate/Paralegals as needed

Client Advocate – Paralegal

• Serve as the primary operational point of contact for a dedicated portfolio of high-value Global Strategic Accounts, managing day-to-day customer workflows, executing engagement plans, and driving long-term platform adoption.
• Monitor key account health metrics and execute targeted action plans to address negative trends, proactively identifying and flagging horizontal expansion, cross-sell, and upsell opportunities to the Account Management team.
• Establish and adhere to Standard Operating Procedures (SOPs) and global best practices to ensure consistent service delivery, while independently diagnosing and troubleshooting common platform setup and fielding issues.
• Enable partners or customers to achieve their goals using the relevant Cint self-service product
• Manage relationships with Cint’s Global Strategic Accounts to drive high-impact business strategies enabled by Cint's products, and advocate for customer needs across internal stakeholder groups
• Support onboarding new client business and collaborate with internal stakeholders to develop working integrations for new clients
• Gain a working understanding of clients’ businesses and organizational structures to identify and execute opportunities for existing clients
• Provide regular training on Cint’s self-service products to new and existing users at customers, ensuring they can use the products and new features to their full potential
• Work closely with sales and technical colleagues to pitch new products and provide strategic consultation as a client advocate
• Develop a full understanding of the company, the market research industry, and how our technology can solve challenges

Customer Success Consultant, Global Strategic Accounts

• An ACA Customer Success Manager manages the various stages of the Selerix ACA process, ensuring compliance with IRS filing and employer reporting requirements
• This position is the primary liaison between the client and Selerix for ACA reporting
• They work in conjunction with Selerix management and leadership to deliver best in class ACA reporting services
• Conduct onboarding meetings for new ACA clients using the established workflow
• Responsible for the initial configuration of the company in software
• Conduct training sessions with clients following established timelines and processes
• Maintain all required records and timelines in Monday.com
• Configures user credentials and provides them to the client team
• Following established processes and procedures, creates and configures setups based on client information
• Consistently maintains security and confidentiality of all client data per Selerix company policy and HIPAA requirements
• Participate in staff meetings, conference calls, and other meetings, as needed
• Performs other duties as required

Onboarding Specialist

• Own onboarding from sales handoff through launch and first 30 days post-go-live
• Serve as the primary point of contact, aligning expectations, timelines, and technical requirements
• Ensure accurate, predictable go-lives and a smooth transition to Support/CSM teams
• Configure Tapcheck’s platform and manage data accuracy across Salesforce and internal tools
• Troubleshoot integration, payroll/timekeeping, and data-flow issues with urgency
• Work with third-party vendors when resolving complex or enterprise-level setups
• Validate deductions, sync behavior, and critical data flows after launch
• Identify and resolve issues quickly to stabilize clients within their first 30 days
• Partner with Sales, Product, Engineering, Support, and CSMs to remove blockers and improve reliability
• Maintain and refine documentation, SOPs, and onboarding tooling
• Contribute to scalable, automated onboarding workflows through our platform, OnRamp

Onboarding Manager

• Own the entire relationship with assigned clients, including onboarding, implementation, training, adoption, retention, and satisfaction.
• Establish relationships as a trusted and strategic advisor to help ensure the continued value of our products and services.
• Develop and maintain customer-success strategies and best practices, as well as customer-support content, with help from the creative team.
• Communicate effectively with both internal and external senior managers to better understand customer needs, maximize retention and growth, and share learnings.
• Maintain existing customer-success metrics and data as directed.
• Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting both.
• Review the customer journey, determine how it’s supported, and use a consultative approach to help clients overcome issues and achieve their goals.
• Facilitate interaction and workflow among project team members, including third-party service providers, to ensure timely deliverables.
• Collaborate, problem-solve, and/or strategize with team members on upcoming client meetings.
• Prepare documentation or visuals of account performance for client; analyze trends in CSAT and NPS scores to identify areas for improvement.
• Work with sales and marketing teams to boost customer referrals and develop case studies.

Senior Customer Success Manager

Customer Retention Specialist

• As a Clinical Retention Specialist, work on high-impact initiatives and partner with cross-functional teams to improve health outcomes for diabetes patients.
• Deliver personalized education and training to new and existing patients and healthcare providers via phone and virtual platforms.
• Provide proactive follow-up, clinical consultation, recommendations, and troubleshooting to ensure sustained device adoption.
• Collaborate closely with Clinical Services Managers, regional field teams, and sales leadership to ensure a seamless customer experience.
• Accurately document all customer interactions and support data-driven initiatives to improve retention performance.

Clinical Retention Specialist

• Ensure the success and satisfaction of health system and hospital clients.
• Manage client relationships and oversee the implementation process.
• Drive project management initiatives to enhance client experience and operational efficiency.
• Respond to all client inquiries and address needs in a timely manner.
• Prepare account management-related documents and follow-ups from client meetings.
• Ensure discussions are documented and follow-ups are delivered within timelines.
• Maintain records of project information and objectives of assigned clients.
• Adhere to procedural and quality standards.
• Utilize project management skills to track milestones and deliverables.
• Oversee and manage all ID Card processes and issues.

Client Success Coordinator

• Drive an exceptional operational experience for clients
• Identify learner escalation trends and surface feedback
• Collaborate cross-functionally with internal teams
• Provide learner escalation support for clinical programming
• Analyze client and learner feedback for trends

Senior Client Success Specialist

• Cultivate a broad understanding of CommandLink’s products, technology, software, and game-changing support methodology.
• Leverage powerful proprietary software tools for maintaining regular communication with a defined list of customers, keeping ahead of their technology initiatives, and positioning CommandLink to grow our partnership with our primarily mid-market and enterprise customer base.
• Gain the trust of your assigned customers, be a trusted point of contact for questions and action items, and act quickly and communicate effectively when a customer has a positive experience with CommandLink across their life cycle.
• Implement strategic initiatives created in cooperation with CommandLink leadership that will identify opportunities for product cross-selling and work with the various additional resources through a sales cycle and to ultimately winning additional business.
• Manage the proprietary CommandLink software tools including CRM, quote tool, sales play automation tool, and KPI dashboards to ensure metrics are achieved.
• Have a positive impact on the company culture, which CommandLink is very focused on maintaining as we rapidly grow into a U.S. leader for enterprise network, communications, and software solutions.
• Takes on additional responsibilities and projects as needed to support the success of the team and organization.

• Own and continuously optimize the full client lifecycle, from onboarding through long-term partnership, renewal, and expansion.
• Design and lead structured onboarding programs that drive rapid adoption, clear value realization, and high client satisfaction.
• Build and maintain trusted, executive-level relationships with law firm leadership and key stakeholders.
• Leverage client data and performance metrics to identify trends, risks, and opportunities to improve retention and outcomes.
• Establish clear success metrics, feedback loops, and reporting frameworks to continuously improve the client experience.
• Build, lead, and mentor a high-performing Client Success organization, including managers and specialists.
• Foster a culture of accountability, collaboration, and excellence aligned with company values.
• Recruit, train, and develop top-tier talent to support growth and scalability.
• Develop and implement scalable systems, processes, and policies that drive operational efficiency and consistency.
• Partner with executive leadership to define and execute the company’s client success strategy and long-term objectives.
• Analyze performance data to inform strategic decisions, continuous improvement, and growth initiatives.
• Manage budgets and resources responsibly, ensuring profitability and operational discipline.
• Partner closely with Sales to support renewals, expansion opportunities, and revenue growth.
• Ensure strong post-sale execution to support sales targets and client expectations.
• Collaborate with Product, Operations, and Leadership teams to align client needs with company strategy and roadmap.
• Lead and operate in full alignment with Stafi’s core values: be reliable, work hard, have fun, care deeply, be passionate, take initiative, collaborate, and demonstrate loyalty.

Client Success Manager, Law Firm Experience

• Lead the timely and successful onboarding execution according to customer needs
• Manage day-to-day communication and collaboration with customers and internal teams
• Partner with Customers to understand their business issues
• Perform Broker and Diversion plan implementations to fit customer needs
• Manage and update internal workflows to track customer activities

• 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

• 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 jobs in Louisiana

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Senior Implementation Specialist

Employee Benefits Implementation Specialist

Customer Success Coordinator

Client Advocate – Paralegal

Customer Success Consultant, Global Strategic Accounts

Customer Success Manager

Onboarding Manager

Senior Customer Success Manager

Clinical Retention Specialist

Client Success Coordinator

Senior Client Success Specialist

Customer Success Manager

Client Success Manager, Law Firm Experience

Implementation Specialist

Senior Customer Success Manager

Customer Success Specialist