Implementation Specialist

• 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

Customer Success Manager

• Provide FCRM research, evaluation, operational, reporting and/or analytical support to business (FCRM) partners
• Co-ordinate requests to and from, business (FCRM) partners
• Assist in the preparation of summaries, communications, reports and presentations for management, regulators, and other internal and external stakeholders
• Recommend responses to enterprise FCRM Program questions and escalate any sensitive issues according to departmental procedures
• Analyze data and draw conclusions to meet program health reporting requirements
• Proactively identify matters requiring additional review and escalation

FCRM High Risk Reviews Analyst

• Consult on setup and configuration of IDEXX software solutions.
• Coach/Train as practice completes online learning.
• Act as point of elevation for all product related questions throughout customer onboarding.
• Considered subject matter experts for the assigned product(s).
• Analyzes, develops and implements process changes to provide improvement in workflow, operational procedures and other related business areas.
• Training the customer on how to configure and develop their solution, while reinforcing best practice recommendations.
• Coordinate with the wider customer team to ensure that issues are raised and owned appropriately.
• Perform all internal handovers to allow customer to have a seamless experience.
• Coach customers on the use of best practice clinical workflows and guide them through the unique setup of their software.
• Participates in internal projects to implement new initiatives; identifies project opportunities; generates ideas and solutions.
• May lead work activities of other team members, coordinating daily activities and providing training, coaching and guidance.

Onboarding Specialist

• Coordinate and monitor pre-employment screenings including: CORI checks, National background checks, OIG exclusions, Sex offender registry checks, Driving record (MVR) checks, License and certification verification, State-specific compliance requirements
• Track pending screenings and follow up to ensure timely completion
• Escalate delays, discrepancies, or compliance concerns appropriately
• Support onboarding documentation and pre-employment workflows
• Ensure records are accurate, complete, and audit-ready
• Assist with I-9 coordination and onboarding documentation
• Maintain confidentiality of sensitive information
• Maintain accurate records within HRIS/ATS systems
• Generate status updates and screening reports
• Assist with process improvements and workflow tracking
• Communicate professionally with candidates throughout the onboarding process
• Support candidates with onboarding questions and required documentation
• Help create a positive, welcoming experience aligned with Ascentria’s mission and values

Onboarding Coordinator

• Grow with an Ownership Mindset: Champion continuous learning and innovation, tackle real problems, create tangible solutions, and drive results.
• Collaborate with Peers and Leaders Alike: Work in a transparent and respectful environment where feedback flows freely.
• Experience a High-Performance Culture and Clear Purpose: Achieve specific goals with shared accountability, celebrating milestones and learning from challenges.
• Drive the onboarding process for new merchants joining ShipBob.
• Guide merchants to configure and optimize software and fulfillment services confidently.
• Swiftly address challenges and provide scalable solutions to our merchants, setting them on the path to sustained success.
• Establish and maintain communication with key stakeholders to set expectations for key deliverables, timelines, and milestones.
• Proactively identify potential project risks and help develop mitigation strategies.
• Conduct tailored training sessions for all stakeholders based on merchant needs and specific dashboard configurations.

Senior Merchant Implementation Manager

• Build deep, trusted relationships with a portfolio of high-value, strategic customers. Understand their business objectives and create customized strategies to drive value and achieve measurable outcomes.
• Champion the adoption of Maze solutions by proactively identifying opportunities for growth and recommending tailored use cases aligned with the client’s evolving needs and strategic priorities.
• Act as a consultant and thought partner to C-level executives and key stakeholders, providing insights that elevate their research practices and demonstrate the impact of Maze’s solutions on their business goals.
• Conduct regular, impactful Business Reviews to articulate ROI, deliver insights, and strengthen alignment with client leadership and budget owners.
• Serve as the voice of the customer within Maze, providing actionable feedback to product, sales, marketing, and support teams to continuously improve our offerings and align with client needs.
• Proactively identify challenges and provide creative, scalable solutions to ensure client success, leveraging internal resources and cross-functional collaboration.
• Partner with Account Executives (AEs) and Account Managers (AMs) to ensure renewals and identify expansion opportunities, contributing to both customer retention and revenue growth.
• Work closely with Sales, Product, Marketing, and Research Partner teams to deliver a cohesive, high-impact customer experience that reinforces Maze’s value proposition.

Strategic Customer Success Manager

• Ensure the client has the best understanding of our platform, technical capabilities, and know how to enable their success, while learning about their unique business needs and how they align with future product development at Breezeway.
• Accelerate new user adoption through functional and conceptual instruction and provide ongoing education on new features.
• Maintain continuous engagement with clients to increase value and build confidence in the product.
• Drive further adoption and identify upsell opportunities.
• Identify business churn risks early, and create action plans to circumvent them.
• Develop strategies for engagement, adoption, and success planning, by analyzing data and client feedback. Further drive value by identifying additional upsell and cross-sell opportunities.
• Represent the voice of the client internally, and provide feedback that enables continuous development and improvement of how we do business.
• Apply a solution-oriented approach to meeting client needs, and escalate client issues quickly.

Client Success Manager

• Own executive-level relationships for strategic healthcare client accounts.
• Lead quarterly business reviews, renewal discussions, and ongoing executive engagement.
• Proactively monitor client health, adoption, satisfaction, and retention trends.
• Partner cross-functionally with Sales, Product, Operations, and Support teams to deliver seamless client experiences.
• Identify growth opportunities while mitigating client risks and driving long-term retention.
• Travel up to 25% as needed.

Director, Client Success

• Develop deep expertise in Snapsheet’s SaaS products to guide customers through implementations
• Lead end-to-end implementations for global insurance carriers
• Act as the primary project manager and day-to-day client contact, ensuring timely and high-quality launches
• Use a consultative approach to identify customer pain points, goals, and optimal platform configurations
• Create and manage implementation plans, including onboarding, training, integrations, and launch milestones
• Lead integration and configuration discussions with technical support as needed
• Identify opportunities for automation, engagement, and post-launch optimization using customer metrics
• Partner with training and Customer Success teams to drive adoption and ensure a smooth transition
• Drive proactive communication with customers and internal stakeholders
• Gather and translate customer feedback into product and enhancement recommendations
• Leverage competitive insights and best practices to improve client outcomes and grow the business

Strategy and Implementation Manager

• Own a portfolio of enterprise grocery retail accounts on Storefront Pro; build strong relationships with retailer stakeholders to drive adoption, expansion, and renewals across web, app, and omnichannel experiences.
• Serve as a trusted advisor to retail digital, marketing, and operations leaders — providing strategic guidance on e-commerce program growth, change management, and value realization across the full platform.
• Support end-to-end platform launches, success metrics, milestones, and risk mitigation plans.
• Maintain and refine playbooks, account health scoring, and QBR cadences; forecast account health and surface voice-of-customer insights that inform Storefront Pro's product roadmap and prioritization.
• Lead resolution of cross-functional escalations spanning platform, integrations, catalog, and fulfillment operations; contribute to post-mortems and implement preventative improvements.
• Quantify ROI (e.g., year-over-year online sales growth, basket size, conversion rate, retail media revenue) and present outcomes to retailer stakeholders; support multi-year commercial strategies and platform expansion conversations.
• Help retailers unlock the full value of the Storefront Pro ecosystem — including, loyalty and coupon integrations, AI-powered personalization, and merchandising tools.
• Travel up to 30% for onsite retailer visits, launch support, and partner meetings as needed.

Senior Customer Success Manager, Storefront Pro

• Ensure the client has the best understanding of our platform, technical capabilities, and know how to enable their success, while learning about their unique business needs and how they align with future product development at Breezeway.
• Accelerate new user adoption through functional and conceptual instruction and provide ongoing education on new features.
• Maintain continuous engagement with clients to
• Increase value and build confidence in the product by providing ongoing education on new features and products.
• Drive further adoption.
• Identify upsell opportunities.
• Identify business churn risks early, and create action plans to circumvent them.
• Develop strategies for engagement, adoption, and success planning, by analyzing data and client feedback. Further drive value by identifying additional upsell and cross sell opportunities.
• Represent the voice of the client internally, and provide feedback that enables continuous development and improvement of how we do business.
• Apply a solution-oriented approach to meeting client needs, and escalate client issues quickly.

Client Success Manager, Spanish

• Implementation Project lead for planning, design, communication, and execution of scoped requirements
• Creation and utilization of customer project plans, risk identification and remediation planning
• Responsible for internal and external program documentation
• Effectively hosts project calls & discovery workshops with onboarding clients
• Develop and execute strategies to achieve workable customer solutions in line with company goals and scope requirements
• Ensure KPIs (Key Performance Indicators) are on target and effectively communicated to all levels of the organization
• Management of internal and external project expectations and communication
• Organization of customization scoping, documentation, tracking, and invoicing (as applicable)
• Ensures testing of application functionality alongside the Technical Implementation Specialist
• Successful team coordination of initial customer implementation and ongoing platform upgrades
• Manage a team of technical specialists responsible for platform build and project plan execution
• Responsible for overall project quality control throughout development, maintaining brightfin delivery standards
• Establish and maintain strong business relationships with internal and external teams
• Coordinates training and lifecycle transition stages internally and externally
• Identifies business value provided by the contracted solution; understands the business objectives of customers at various stages of the relationship to align services with those objectives
• Capture system or process enhancement opportunities; document and communicate enhancements to appropriate internal stakeholders for work/cost estimations.
• Maintains up to date brightfin application technical knowledge and industry best practices
• Ensures tools are in place for optimal operational efficiency based on brightfin initiatives.

Implementation Manager

• Own a portfolio of enterprise retail accounts using Caper's in-store AI solutions; build strong relationships with retailer stakeholders to drive adoption, expansion, and renewals.
• Serve as a trusted advisor to retail managers, directors, and cross-functional counterparts, providing strategic guidance on store operations, change management, and value realization.
• Support end-to-end deployments—from pilot design through regional or nationwide scale—partnering with product, engineering, sales, and field operations; contribute to success metrics, milestones, and risk mitigation plans.
• Maintain and refine playbooks, health scoring, and QBR cadences; forecast account health and surface voice-of-customer insights that inform product roadmaps and prioritization.
• Lead resolution of cross-functional escalations spanning hardware, software, and store operations; contribute to post-mortems and implement preventative improvements.
• Quantify ROI (e.g., labor savings, throughput, basket size) and present outcomes to retailer stakeholders; support multi-year commercial strategies and expansion conversations.
• Travel up to 30% for onsite store visits, pilot support, and partner meetings as needed.

Senior Customer Success Manager

• Manage a high-revenue book of business, driving growth and long-term retention across your merchant portfolio.
• Collaborate with internal leadership and teams to continuously improve and innovate the merchant experience.
• Source and close expansion deals within your merchant book of business.
• Manage contractual negotiations & renewals to secure long-term partnerships with our top merchants.
• Partner cross-functionally with internal stakeholders to continuously improve the merchant experience.
• Analyze merchant supply chains to identify performance opportunities, operational efficiencies, and risk mitigation strategies.
• Conduct quarterly business reviews, in-person, when possible, to build trusted and lasting relationships at all levels of the merchant business.
• Apply data and analytics to inform decisions, identify trends, and recommend strategic actions.
• Additional duties and responsibilities as necessary.

Lead Merchant Success Manager

Customer Advocate

• Assists transportation providers with questions and concerns related to transportation services.
• Schedules, modifies, and cancels reservations as needed.
• Documents and obtains details of complaints or incidents filed by providers.
• Receives and records provider concerns accurately and efficiently.
• Ensures complete and accurate trip data input.
• Refers unresolved transportation provider or member grievances to the appropriate department for resolution.
• Supports documentation of trip corrections, mileage or cost adjustments, cancellations, and retroactive trip entries in line with company policies.
• Answers incoming calls on the Transportation Provider call line.
• Participates in required meetings and contributes to other projects or duties as assigned.

Customer Advocate I

• Provide premium client support through account management, denied claim recovery, and complex claims investigations to assigned clients
• Build and manage ongoing professional relationships with clients and stakeholders
• Ensure we maintain relationships at multiple levels within the client
• Provide insights to help drive consistent account placements from assigned clients
• Identify cross-selling opportunities for other Aspirion service and coordinate efforts with assigned sales executive
• Organize training for clients by assessing their needs and communicating with both client and Aspirion departments
• Communicate with clients to resolve escalated processing/protocol issues
• Conduct monthly operational reviews and quarterly business reviews with clients, on site if client preference
• Handle client complaints, provide appropriate solutions and alternatives within appropriate time limits; follow up to ensure resolution
• Communicate with internal departments to assist in resolving client issues, tracking the interactions using the internal systems provided
• Provide regular updates to clients regarding Aspirion’s contribution to their revenue
• Analyze trends and report on key performance indicators
• Identify and assess client needs to exceed expectations
• Interact with staff at all levels, sometimes under pressure; remain flexible, proactive, resourceful, and efficient, with a high level of professionalism and confidentiality
• Maintain HIPAA certification and compliance
• Provides client with feedback of systemic account issues
• Draft and send client visit memo to client detailing issues discussed and resolved during visits
• Include Aspirion success stories in memo
• Ensures any account projects are being worked in a timely fashion (e.g., provider relations spreadsheets, billing projects, etc.)
• Creates process for obtaining information and resolving issues with clients
• Create Processes and Protocols document for Aspirion Team to follow and review
• Requests system access credentials and assist with system access issues
• All other duties as assigned to maintain company standards and client protocols
• Performs other related duties as assigned

• Redesign the Onboarding Model (Primary Focus)
• Lead & Evolve the Implementation Team
• Build a Scalable Enablement Engine
• Create Training Content That Replaces Live Training
• Leverage AI & Automation
• Optimize for Efficiency & Outcomes
• Cross-Functional Partnership

Customer Enablement & Implementation Manager

• Own and optimize the end-to-end onboarding journey (UI/UX, field placement, page flows, error handling) for corporate payments
• Partner closely with sales teams to improve the customer onboarding experience and increase conversion rates
• Translate business needs and sales feedback into clear technical requirements for engineering teams
• Drive improvements in automated decisioning to reduce manual review cases
• Manage Salesforce-driven workflows and ensure application data is accessible and actionable for sales teams
• Lead credit portfolio initiatives, including adjudication workflows and credit line reassessment using internal and external data sources
• Design and implement process automation solutions, including Salesforce-based routing and decision logic
• Identify and implement AI-driven opportunities for process optimization and smarter decisioning
• Collaborate cross-functionally with risk, compliance, engineering, and operations teams
• Monitor and improve key metrics related to onboarding, conversion, and customer lifecycle performance

Senior Product Manager, Customer Onboarding, Credit Applications

• Lead, manage and develop a high-performing team, fostering a culture of customer-centricity, accountability, and continuous improvement while remaining actively engaged in execution
• Own customer optimization including the implementation of new workflows, guiding teams through workflow discovery, solution design, and change management, and stepping in directly to ensure successful delivery and measurable impact at go-live
• Drive a strong focus on customer outcomes, product adoption, and overall experience, aligning team efforts to achieve departmental and organizational goals
• Partner with customers to prioritize, design, and optimize workflows, balancing strategic oversight with hands-on involvement to improve both new and existing processes
• Build and maintain trusted relationships with customer stakeholders, serving as a product subject matter expert internally and externally and ensuring long-term success and ROI
• Monitor product usage and performance data, proactively engaging customers and teams to deepen adoption, validate outcomes, and address gaps in real time
• Design, scale, and execute training and enablement programs for both customers and internal teams, ensuring consistent adoption of product features and evolving workflows
• Establish and continuously improve scalable implementation, training, and support processes, including documentation and collateral, to drive consistency and efficiency
• Ensure customer success excellence by enforcing best practices, clarifying complex issues, and coordinating cross-functional resources to accelerate resolution
• Own account program plans, driving prioritization, alignment, and accountability while actively removing barriers to keep initiatives on track
• Lead and deliver regular business reviews with customer champions and executive stakeholders, highlighting value, tracking progress against success metrics, and identifying opportunities to expand impact
• Act as a cross-functional leader by translating customer insights into action—partnering with Product to refine the iQueue for Inpatient Flow suite and collaborating with Marketing to build scalable case study programs
• Champion customer feedback loops and community engagement, helping to influence roadmap decisions, elevate best practices, and share customer success at scale

Manager, Customer Success – iQueue for Inpatient Flow

• Facilitate expedient and accurate resolution to client inquiries/issues/concerns
• Coordinate any special Benefit Administrator requests
• Manage, follow-through, and resolve all client inquiries, issues, and concerns
• Develop and maintain customized reporting requests from clients
• Submit and provide all necessary data for amendments/revisions
• Develop and maintain excellent working relationships with internal departments
• Maintain a comprehensive knowledge of the Absence Management product
• Act as back-up for the CRE/Sr. CRE on the assigned block of business
• Maintain complete documentation of all activities in Salesforce
• Identify and drive continuous improvements
• Analyze trends and perform root cause analysis
• Escalate issues with root cause analysis to inform overall strategy
• Recommend innovative ideas that can drive growth

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