Implementation Specialist

• Act as an application and solution specialist for the ONESOURCE Pagero platform
• Deliver end-user and super-user training
• Manage several projects in parallel, supporting pre-sales activities and software demonstrations
• Customize and configure applications according to specifications
• Design, develop, and document project deliverables
• Participate in application configuration, implementation, and testing

Implementation Consultant, E-Invoicing

Customer Success Manager

• 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

• 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)

• Lead day-to-day onboarding execution: securing customer access, coordinating with the development team on technical setup, building out onboarding templates, and keeping projects moving from access through delivery.
• Partner closely with the Head of Customer Experience as a through line for customers — joining sales calls, kickoff meetings, data practices conversations, strategy sessions, and training engagements.
• Run customer-facing meetings independently once strategy is defined, including ongoing monthly check-ins and relationship management for an assigned book of churches.
• Translate between customers and the dev team: bring solutions back from engineering, follow up with customers on what's complete and what remains, and reduce the number of times an engineer has to be pulled into customer calls.
• Support documenting processes as they are designed — onboarding playbooks, support workflows, training best practices, ministry-specific strategies — so the team can scale.
• Identify what can be automated or delegated (including to AI tools) versus what must stay human and pastoral, and help build that operational backbone.
• Travel periodically for in-person training and customer engagements alongside the Head of Customer Experience.

• 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

Senior Customer Success Manager

• Support renewal execution across assigned contracts and customer accounts
• Coordinate with distributors to initiate and track renewal proposals
• Ensure renewal documentation is prepared, organized, and communicated effectively
• Track renewal status and provide visibility into renewal progress and outcomes
• Support low-touch and distributor-led contract motions
• Assist Strategic and Regional CSMs with renewal coordination and execution
• Maintain accurate renewal tracking in internal systems

Customer Success Manager – Renewals

• Meet with customers to determine business and technical needs
• Recommend optimal system configuration and business processes based on industry best practices
• Prepare and present implementation plans for customer approval
• Manage and execute implementation plans, including directing staff resources (both internal and external), evaluating results, creating documentation of newly created processes, and managing overall engagement
• Train client personnel on use of software solutions and business practices
• Build and maintain client relationships supporting their use and application of Thomson Reuters Tax & Accounting products
• Keep product and industry knowledge up to date
• Manage logistics and administrative tasks for all engagements

Implementation Consultant, Audit Suite

• Own post-sale relationships for a portfolio of smaller accounts
• Drive product adoption, usage, and satisfaction through proactive engagement
• Monitor customer health and usage trends to identify risks and opportunities
• Conduct regular check-ins and success reviews to ensure value realization
• Collaborate with internal teams to resolve issues and support renewals
• Maintain CRM and Customer Success tools for visibility and accountability
• Contribute to scalable processes and content that enhance the CS function

Associate Customer Success Manager, Growth

• Own a portfolio of dealership partners and drive full activation, sustained utilization, and measurable results
• Move dealers from live to full activation and ensure consistent execution across BDC, service teams, and leadership
• Identify underlying issues impacting performance and drive the right actions to improve results
• Partner directly with Service Managers, BDC Managers, GMs, and leadership to influence behavior and outcomes
• Increase utilization and volume, recover at-risk dealers, and expand high-performing accounts
• Track key metrics including appointments, utilization, and growth, and hold dealers accountable to outcomes through MBRs and QBRs
• Identify patterns across dealers, surface insights, and provide feedback to improve playbooks and processes
• Mentor and support DSMs to improve execution and overall team performance

Senior Dealer Success Manager

Product Adoption Specialist

• Develop and Deliver Training Sessions: Design and conduct engaging training sessions for restaurant operators, covering essential POS functionality and configurations, reporting, and the utilization of SpotOn's software suite. Utilize a variety of instructional techniques and multimedia resources to create dynamic and interactive learning experiences.
• Build Training Resources: Create comprehensive training materials, including user guides, tutorials, video demonstrations, and interactive modules, to support ongoing learning and development. Ensure that training resources are accessible and user-friendly, catering to different learning styles and skill levels.
• Provide Remote Training: Conduct remote training sessions via Zoom. Effectively leverage technology to deliver engaging and interactive training experiences, fostering active participation and knowledge retention.
• Facilitate Q&A Sessions: Host interactive Q&A sessions during training sessions to address client questions and concerns in real-time. Demonstrate excellent communication and problem-solving skills to provide clear and concise explanations and solutions, ensuring that participants feel supported and empowered.
• Encourage Active Participation: Foster a collaborative learning environment by encouraging active participation and discussion among training participants. Facilitate group activities, case studies, and role-playing exercises to reinforce learning objectives and promote peer-to-peer knowledge sharing.
• Take Detailed Notes: Maintain thorough and accurate documentation of training sessions, including participant feedback, questions, and discussion points. Compile detailed training reports and summaries to track progress, identify areas for improvement, and inform future training initiatives.
• Continuously Improve Training Materials: Regularly review and update training materials and resources to reflect software updates, industry trends, and best practices. Solicit feedback from clients and internal stakeholders to identify areas for enhancement and refinement, ensuring that training content remains relevant and impactful.

Client Training and Adoption Specialist

• Provide top-tier support via phone to clients on our Debt Management Program
• Taking back-to-back calls in a call center environment
• Support client accounts and ensure seamless account management
• Manage proposals, payments, deposits, and creditor communications
• Proactively review client accounts to identify and resolve issues
• Maintain accurate records and ensure compliance with state regulations
• Collaborate across departments to ensure seamless client experience
• Encourage and motivate clients throughout their financial journey

Client Success Specialist

Customer Retention Specialist

• Help strengthen Yelp’s revenue retention by providing exceptional and timely customer support
• Logged into an inbound phone queue for the majority of your day, consulting and educating our current Yelp advertisers
• Show clients the value of Yelp by highlighting their investment returns through ad performance metrics
• Use strong listening and conflict resolution skills to handle escalated clients
• Become an expert in Yelp’s advertising solutions and adapt product recommendations quickly to suit client needs
• Exhibit strong communication skills, both externally with clients and internally with other Yelp employees
• Remain organized and efficient in a fast-paced environment
• Consistently achieve/exceed monthly goals

Inbound Retention Specialist – Weekend Team

• Serve as the project manager on complex engagements from start to finish, while also acting as a consultant on simple to moderately complex studies.
• Independently discuss complex business and research issues with clients.
• Build rapport quickly, demonstrate responsiveness, and earn client trust through strong project management abilities.
• Apply research results to uncover insights that inform business strategy.
• Utilize a variety of research methodologies to generate insights and communicate findings effectively to clients.
• Foster strong client loyalty through exceptional engagement execution, client service skills, and the ability to independently navigate complex issues.
• Create analysis plans for moderately complex studies—identifying relevant data, synthesizing information, and conveying a compelling narrative.
• Adopt and apply a structured storytelling process to develop impactful deliverables for moderately complex engagements, and present findings clearly, concisely, and persuasively.
• Generate additional business by building client trust through outstanding service.
• Understand clients’ businesses and objectives, offering strategic suggestions and value-added consulting.
• Effectively oversee the financial goals and profitability of each engagement.
• Independently develop simple proposals, including scope, pricing, and deliverable planning.
• Successfully lead an engagement team and support the development of team members by setting clear expectations, delegating appropriately, and holding others accountable.
• Provide internal training and train clients on various methodologies, offering research recommendations as needed.
• Lead or partner with others to elevate the quality of work—providing inspiration, setting clear expectations, delegating effectively, and ensuring accountability.
• Demonstrate genuine sensitivity, support, and encouragement for colleagues, along with consistent professional maturity.
• Align diverse stakeholders around a common vision and path forward.
• Lead productive conversations, drive toward consensus, and work through areas of misalignment.
• Apply business acumen, critical thinking, and influential written and verbal communication skills throughout the engagement.
• Convey ideas in a way that leads to productive conversations and decisive action.

Senior Research and Implementation Manager

Onboarding Specialist

• Responsible for being the primary liaison between the Bank and the customer while directing cross-functional resources dedicated to opening commercial DDA accounts.
• The Commercial Client Onboarding Specialist communicates directly with clients and works as the liaison between the client and our internal teams for all matters relating to account/service on-boarding.
• Responsible for providing all commercial DDA clients with high-touch, value added support and ensuring all documentation requirements for Deposits and Treasury Management have been met.
• A successful Commercial Client Onboarding Specialist will have a strong customer-centric focus, provide high quality customer service, understand the client's needs, and sets clear expectations with our clients.
• Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience.
• Effectively prioritize work efforts to meet client deadlines using bank approved resources.
• Utilize internal systems to collect information, prepare and validate documentation, and accurately request commercial payment services.
• Maintain accurate and up-to-date records of all onboarding activities.
• Ensures client satisfaction through partnership with the Commercial Payments Sales Team by providing expedited timely responses to requests.
• Sets and manages client expectations through clear communication, precise & immediate follow-ups to internal & external clients; Drives problem resolution and escalates as necessary following the defined channels.
• Provides advice, guidance, and insight to support the relationship.

Commercial Client Onboarding Specialist

• Aid company growth by nourishing, building, and growing relationships across a portfolio of clients
• Establish clear goals, milestones and metrics that you and the Customer will be working towards; periodically re-assessing and reviewing these with the Customer
• Understand and align with your clients business goals, most importantly using the Energage platform to help them in achieving those goals
• Work collaboratively with a variety of other departments, such as Onboarding and Support, Consulting Solutions, Partnerships, and Contracts to ensure ongoing customer satisfaction and retention
• Contribute to revenue generation through renewals and account expansion by identifying upselling opportunities for consulting services and cross-selling new products
• Completing regular checkpoints via phone and email, sending relevant marketing content, etc.

Customer Success Manager – Standard

• Manage assigned client accounts within a defined scope
• Communicate respectfully and effectively while managing and resolving client escalations
• Prioritize timely and effective responses to client and internal requests
• Lead the assigned Point-of-Delivery (POD) by facilitating meetings and prioritizing tasks
• Analyze revenue cycle and operational data to identify trends, risks, and improvement opportunities

Client Success Executive

• Serve as a strategic partner and trusted advisor to state education agencies and internal stakeholders.
• Oversee statewide readiness and execution for the SAT Suite of Assessments.
• Lead design and facilitation of statewide data workshops.
• Ensure seamless delivery, comprehensive training, and actionable data use across states.
• Act as the liaison between key partner divisions serving state contract work.

Director, State Partner Success Manager

• Manage the end-to-end execution of CRM campaigns, including setup, QA, and deployment across email, SMS, and push channels.
• Partner with Creative, Brand, and Retail Marketing teams to ensure all assets and copy meet brand standards and are delivered on schedule.
• Manage and maintain the CRM calendar, prioritize incoming campaign requests, and use Asana to coordinate timelines and communicate dependencies.
• Build, test, and deploy campaigns within Alpine IQ, ensuring all content, targeting, and links function correctly prior to launch.
• Maintain and optimize lifecycle journeys, including welcome, winback, loyalty, and retention flows.
• Track and analyze campaign performance, producing actionable insights to improve conversion, retention, and engagement metrics.
• Develop standardized campaign reporting and performance dashboards in partnership with Analytics.
• Document campaign setup processes and maintain accurate version control of templates and workflows.
• Collaborate with the CRM Senior Manager and Director to align execution priorities with overall CRM strategy and promotional calendar.
• Partner with internal stakeholders to identify new CRM opportunities that enhance the customer experience and drive incremental revenue.
• Monitor industry trends and competitors to inform strategy and identify new opportunities.

CRM Marketing Specialist

Customer Advocate

• Answer inbound telephone calls from consumer & business banking customers
• Create detailed documentation on inquiries
• Maintain familiarity with systems and applications
• Provide information about basic products and services

Senior Client Advocate

• Participate in discovery, scoping, and design sessions to ensure alignment with client goals and success metrics.
• Coordinate AI Whisperer assignments for testing and simulation labs.
• Partner with product managers and service delivery teams to define reporting requirements and data markers.
• Contribute to branding guide development and persona design.
• Collaborate with product managers and AI whisperers to build and execute simulation scenarios.
• Support internal UAT and monitor live interactions during hypercare to ensure a smooth launch.
• Serve as the primary client-facing contact during go-live, stabilization and going forward.
• Ensure real-time updates to AI responses and promptly flag post-launch issues.
• Manage the workload and performance of assigned AI Whisperer team members.
• Track KPIs and digital agent performance metrics in collaboration with Service Delivery.
• Ensure KPIs are met; when gaps occur, partner with engineers to improve digital agent performance and customer experience.
• Maintain deep program knowledge and process expertise for assigned clients.
• Conduct regular client business reviews (weekly, monthly, quarterly) to assess performance and identify opportunities.
• Lead transcript audits and AI behavior reviews to inform tuning and roadmap updates.
• Collaborate with the product manager to align future development with client needs, ensuring the solution remains dynamic, scalable, and enriched with new use cases that deliver ongoing value.
• Manage client expectations and gather feedback to ensure outcomes align with KPIs.
• Facilitate feedback loops with AI product manager and AI engineers to drive continuous improvement.
• Ensure compliance with accessibility standards, data privacy regulations, and ethical AI practices.
• Stay current on AI trends, tools, and best practices to continuously improve performance.
• Set and uphold exceptionally high standards, demonstrating precision in every task and a passion for exceeding expectations.
• Demonstrate curiosity and a willingness to explore emerging tools and technologies.
• Adapt seamlessly to ambiguity, iterative development, and changing client or platform requirements.
• Take ownership and communicate proactively while collaborating effectively across technical and non-technical teams.

See all jobs on JobTailor

Implementation Consultant, E-Invoicing

Business Customer Success Manager

Customer Success Manager

Customer Success Manager

Senior Customer Success Manager

Customer Success Manager – Renewals

Implementation Consultant, Audit Suite

Associate Customer Success Manager, Growth

Senior Dealer Success Manager

Client Training and Adoption Specialist

Client Success Specialist

Inbound Retention Specialist – Weekend Team

Senior Research and Implementation Manager

Commercial Client Onboarding Specialist

Customer Success Manager – Standard

Client Success Executive

Director, State Partner Success Manager

CRM Marketing Specialist

Senior Client Advocate

AI Customer Success Manager