Customer Success Manager

• Onboard new clients and guide them through product setup, training, and initial usage to ensure successful implementation.
• Serve as the primary point of contact for customer issues, troubleshooting problems, coordinating with support and technical teams, and ensuring timely resolution.
• Act as a subject matter expert; driving best practices across Intralinks products and services.
• Act as a customer advocate internally, helping to shape product roadmaps and service offerings based on customer feedback and industry insights.
• Monitor and drive product adoption and usage, ensuring customers are utilizing the platform to its fullest potential.
• Provide training, resources, and tailored recommendations to help customers achieve success.
• Regularly engage with customers through check-ins, QBRs (Quarterly Business Reviews), and other touchpoints to review progress, offer strategic guidance, and address any concerns or roadblocks.
• Drive customer satisfaction and retention by identifying and mitigating churn risks.
• Participate in contract renewal discussions, ensuring that customers see the value of continued partnership with us.
• Work closely with sales, product, and support teams to relay customer feedback, advocate for customer needs, and influence product development and improvements.
• Identify opportunities for upsell and cross-sell based on customer needs, and work with the account teams to expand product usage and drive additional value for customers.

Implementation Specialist

• Be the first responder for customers using our onboarding portal — figure out what they need and drive it to resolution, working with the customer and our engineering team.
• Own and run our support inbox and ticketing system.
• Build data samples for prospects and customers, and learn our data deeply enough to know when something looks wrong.
• Run HubSpot: lead routing, round-robins, list hygiene, and tuning automations as the business grows.
• Help keep our business operations running — from billing to whatever this week needs.
• Catch the things nobody else has time to catch. This job will grow as fast as you do.

Customer Engineering Associate

• Upload legal contracts into Ironclad, manage version control, and ensure accuracy of data
• Facilitate contract execution, monitor signature status, and provide visibility into contracting pipeline health.
• Conduct audits of executed agreements to validate deal terms, metadata mapping, and compliance with internal contracting standards.
• Run pricing of deals through Pearlsights, our internal tool for underwriting, and propose the best option for specific clients
• Contribute to final provider roster submission processes, including roster uploads, metadata validation, TIN/track allocation and pricing coordination, quality control, final allocation management in RMS (Pearl's internal roster management system), and client roster attestations.
• Ensure final deal terms are accurately reflected in contracts and related reporting systems.
• Track submission milestones, surface risks, and ensure all provider roster and contracting requirements are completed on time.

Customer Success Operations – Contract

• Proactively map the Microsoft organization to identify untapped business units
• Develop and execute targeted outreach and pipeline development strategies
• Convert exploratory conversations into scoped pilots and prototype engagements
• Serve as the single-threaded commercial owner of the Microsoft account
• Build and maintain trusted relationships with AI, data science, product, and operations leaders
• Maintain rigorous pipeline hygiene, forecast accuracy, and account health reporting

Director, Client Success

• Understand customer goals and collaborate on customized success plans that drive measurable business value through the LinkSquares platform.
• Act as the primary point of contact for your portfolio, developing strong connections with key stakeholders through regular strategy calls and proactive outreach.
• Manage the renewal process for your designated accounts while proactively identifying upsell and cross-sell opportunities that introduce new features and drive additional value.
• Connect customers with the right internal and external resources to resolve inquiries smoothly, collaborating closely with Product, Support, and Sales teams.
• Continuously educate customers on product updates and best practices, ensuring deep adoption and alignment with their evolving operational needs.

• Own the success of an assigned portfolio of accounts
• Develop and maintain strong relationships with key stakeholders
• Build and execute Success Plans that align each customer’s unique goals
• Advocate for customer needs and feedback internally
• Monitor customer usage patterns to address potential churn

Customer Success Advisor

• The Implementation Consultant partners with clients to successfully deploy and adopt Salesforce solutions that support their business goals.
• This role works closely with clients and internal project teams to configure solutions, gather requirements, perform testing, deliver training, and support go-live activities.
• Participate in Salesforce implementation projects of varying size and complexity.
• Support the gathering and documentation of business requirements through discovery sessions and client meetings.
• Configure Salesforce solutions based on documented business requirements and best practices.
• Assist with data migration, validation, and system testing activities.
• Execute and document functional testing and support user acceptance testing (UAT).
• Create and maintain project documentation, training materials, and user guides.
• Deliver client demonstrations and end-user training sessions.
• Assist clients during application launch and go-live activities.
• Provide post-implementation support and issue resolution prior to transition to ongoing support teams.
• Identify opportunities for process improvement and recommend solutions to clients and project teams.
• Build positive and professional relationships with client stakeholders.
• Communicate project updates, progress, and action items both internally and externally in a timely manner.
• Respond to client inquiries and requests with a high level of customer service.
• Participate in client workshops, meetings, demonstrations, and training sessions.
• Escalate project risks, issues, and blockers appropriately.
• Collaborate with architects, developers, project managers, and fellow consultants to deliver successful projects.
• Participate in project planning, status meetings, and internal team discussions.
• Contribute to project documentation and knowledge-sharing efforts.
• Support internal initiatives focused on improving delivery processes and best practices.
• Maintain accurate project-related documentation and time tracking.
• Provide timely and accurate project status updates.
• Escalate project concerns, risks, and resource needs as appropriate.
• Meet utilization, quality, and professional development expectations.
• Pursue ongoing learning and Salesforce certification goals.
• Demonstrate company values and contribute positively to team culture.

Implementation Consultant

• Manage the achievement of unit and revenue goals for CRM (Cardiac Rhythm Management) products in an assigned district
• Assist the district and region in achieving overall cardiovascular sales and marketing objectives
• Develop and implement strategies to achieve short and long-term business objectives
• Utilize field visits and individual or group meetings and telephone contacts to train and develop employees in sales skills, product knowledge, teamwork, time and territory management, competitive knowledge, and career goals pursuits
• Coordinate sales efforts
• Communicate corporate, divisional, regional and/or district mission, goals and activities
• Direct and motivate personnel to achieve unit and revenue goals
• Provide ongoing feedback/coaching and regularly schedule performance reviews
• Implement corrective actions when necessary
• Assist employees with individual development plans (IDPs)
• Provide overall management of district assets including: Developing and managing budgets and forecasts
• Ensuring efficient, effective use of inventory and expenses
• Negotiating and resolving price and contract issues (with reps, accounts, regional management and home office personnel)
• Coordinate efforts with sales reps and managers of other product lines to diversify and maximize overall Medtronic teamwork results
• Develop ethical, long-term customer relationships and represent Medtronic management to customers
• Recruit and interview candidates to maintain a strong personnel "bench," hire top candidates for open positions, and meet workplace diversity goals
• Provide feedback of marketing intelligence to sales and marketing management

District Sales Manager – Cardiac Rhythm Management (CRM)

• Lead the regional Customer Success team, ensuring customer satisfaction, revenue retention, and growth
• Build trusted relationships across the organization and remove obstacles
• Drive product adoption, deliver a positive customer experience, and fuel growth through gross renewals and net retention
• Reach or exceed regional revenue targets and maintain a healthy sales pipeline
• Coach the team to develop customer loyalty and minimize churn through active listening
• Ensure the team surfaces upsell and cross-sell opportunities and engages the relevant sales lead promptly
• Drive all HR cycles — goal setting, performance evaluations, individual development plans — and provide coaching and feedback
• Analyze regional sales data and present commercial strategy to senior leadership

Director, Customer Success

• Own the post-sale customer relationship for an assigned portfolio of customers
• Drive measurable ROI by aligning Autodesk solutions to customers’ business objectives and industry-specific challenges
• Co-create and execute Customer Success Plans that define success criteria, adoption milestones, and value realization outcomes
• Establish success metrics and track progress through regular business reviews and strategic planning sessions
• Monitor product usage, customer health signals, and engagement data — leveraging Customer Success platforms (e.g., Gainsight or similar tools) to proactively mitigate risk and identify growth opportunities
• Identify and support at-risk accounts through targeted adoption and enablement strategies
• Document and articulate customer value realization through business cases and success stories
• Collaborate cross-functionally with Sales and Channel Partners to drive expansion, retention, and long-term account growth
• Engage confidently with stakeholders at all levels, from end users and IT administrators to executive decision-makers

Business Customer Success Manager

• Manage the achievement of unit and revenue goals for CRM (Cardiac Rhythm Management) products in an assigned district
• Assist the district and region in achieving overall cardiovascular sales and marketing objectives
• Develop and implement strategies to achieve short and long-term business objectives
• Train and develop employees in sales skills, product knowledge, teamwork, time and territory management, competitive knowledge, and career goals pursuits
• Coordinate sales efforts
• Communicate corporate, divisional, regional and/or district mission, goals and activities
• Direct and motivate personnel to achieve unit and revenue goals
• Provide ongoing feedback/coaching and regularly schedule performance reviews
• Implement corrective actions when necessary
• Assist employees with individual development plans (IDPs)
• Apply customer focused quality (CFQ) concepts
• Manage district assets, develop and manage budgets and forecasts, ensuring efficient use of inventory and expenses

District Sales Manager – Cardiac Rhythm Management

• Help the world agree faster by making legal contracts frictionless, collaborative and accessible.
• Participate in onboarding customers with our intelligent contract automation platform.
• Work alongside the Director of Implementation to drive client success.
• Support the team with multiple onboardings and training sessions.

Implementation Manager

• Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track
• Gather and document partner requirements into clear deliverables that EPD can execute on; hand off solutioning when technical decisions arise
• Serve as the primary day-to-day partner contact during implementation; transition relationship continuity to the CSM at launch
• Track and communicate project health proactively — flag delays, blockers, and scope risks early and drive resolution
• Craft clear, well-written deliverables including meeting agendas, minutes, and business reviews for internal and external stakeholders
• Maintain a tight feedback loop with the assigned CSM and accurate records in Sure's CRM (Attio)

• **What you will do**
• - Own base revenue retention across your assigned portfolio, proactively managing renewals and long‑term account health
• - Build and maintain trusted relationships with stakeholders across operational, technical, and executive levels
• - Measure and monitor customer health, usage, and risk signals; create and execute success or recovery plans as needed
• - Lead high‑impact customer engagements, including executive business reviews, account planning, and renewal discussions
• - Identify and articulate new customer challenges and collaborate with Customer Growth and Sales teams to surface expansion opportunities (CSQLs)
• - Develop deep expertise in GBG’s solutions and clearly demonstrate how they support customer business outcomes
• - Guide customers through best‑practice product adoption aligned with their goals and regulatory requirements
• - Analyze usage trends, volumes, and performance data to identify anomalies, risks, or optimization opportunities
• - Partner closely with Support and Product teams to resolve issues, surface trends, and influence roadmap priorities
• - Operate cross‑functionally to advocate for customers and drive alignment across GBG
• - Continuously identify opportunities to improve efficiency, scalability, and the overall customer experience
• - Leverage emerging technologies, including AI and automation, to enhance engagement and value delivery
• Note: Strategic CSMs will spend more time in executive‑level engagement, complex escalations, and high‑volume operational oversight, while Enterprise CSMs will focus on portfolio‑level impact, scalability, and growth across a broader customer set.

• The Customer Engagement Director is a leadership role responsible for accelerating enterprise growth, and executive market engagement across North America Higher Education (NA HED).
• This role drives high-value institutional engagement strategies that strengthen competitive positioning, increase pipeline velocity, and accelerate revenue growth across priority accounts.
• Partner closely with Sales, Marketing, Product, Customer Success, Revenue Operations, and executive leadership to influence enterprise account strategy, accelerate market penetration, and improve organizational alignment around strategic growth priorities.

Customer Engagement Director

• Retaining, growing and managing TELUS Health's large account portfolios
• Demonstrating a consultative client approach
• Continually demonstrating a highly developed capacity to consult around workplace and/or organizational issues
• Maintaining the highest level of client loyalty
• Analyzing and interpreting reporting to recommend solutions
• Assisting with issue escalations and solution planning
• Managing the account profitability
• Alignment with Senior Leadership teams as required
• Participating in proposal development and presentations
• Negotiating contracts and closing agreements
• Assisting client with marketing of the program

Senior Customer Success Manager

Onboarding Specialist

• Synthesize Information: You’ll work to onboard new and existing catering partners using our partner-facing Guided Onboarding tool as well as other automation tooling to translate data points into Freedom to create stores.
• Prioritize: You’ll juggle multiple work streams along with competing stakeholder priorities and SLAs.
• Uphold: We have onboarding requirements that are proven to set our partners up for success. We’ll need you to be well versed and comfortable with explaining “the why” behind the requirements and upholding them, both internally and externally.
• Communicate: You’ll work with restaurant partners directly; from those who want to expand their footprint on our Marketplace to new partners who are eager to join. You’ll need to go beyond helpful to make every catering partner’s experience easy and efficient.
• Collaborate: Solution-oriented feedback is our bread and butter. We’ll need your help in improving our process and tools.
• Make an Impact: You’ll make an immediate impact on our company goals and will be an essential part of the success of thousands of restaurant partners.
• Identify, test, and support the implementation of process improvements in our team tools.
• Get Scrappy: You’ll be at the forefront of the testing & implementation of new processes and we’ll need you to be nimble, solution-oriented, and vocal with feedback.

• Learn the complex clean transportation and solar renewable energy certification rules and procedures.
• Process incoming renewable energy project applications in an accurate and timely manner.
• Review application materials and correspond with clients and partners via telephone and email for any outstanding information
• Assist in the state certification process of solar and/or other renewable systems to participate in the renewable energy programs in the state(s)
• Coordinate the registration of state-certified systems in the appropriate tracking registry.
• Provide prompt and excellent daily client services via telephone and email.
• Assist in new client onboarding process including describing the SRECTrade application process and the Company’s services.
• Facilitate client understanding and usage of SRECTrade online accounts.
• Provide solutions to client and partner inquiries about applications, account creation, account status, and transactions.

Associate, Client Success

• Work to make legal contracts frictionless, collaborative and accessible
• Help the company to grow as go-to platform for contract management globally
• Engage in building relationships with clients both virtually and face-to-face
• Identify problems and move things forward proactively based on customer interactions

• 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

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