Customer Success Manager

• CRM Workflow & Process Consulting
• Work with stakeholders to understand how the CRM is used today, then redesign workflows, lead management, pipeline stages, assignment rules, notifications, and reporting around the improved structure.
• Advise stakeholders on CRM best practices and recommend the right Zoho-native approach vs. custom development.
• Guide the client's team through structural changes, including communication, documentation, and light training so adoption sticks.
• Build dashboards and reports that give the client's team clear operational visibility.
• Platform Integration Support
• Support integration between Zoho CRM and the rest of the client's platform using Zoho's REST APIs, webhooks, and middleware.
• Write Deluge functions and scripts where native configuration isn't enough.
• Collaborate with Augusto engineers on integration architecture, data flow, sync strategy, error handling, and API authentication.
• Collaboration & Communication
• Partner with Augusto engineering leads and the client's team to deliver production-ready solutions.
• Explain configuration decisions, trade-offs, and limitations clearly to both technical and non-technical stakeholders.
• Work independently, own deliverables, and communicate progress proactively.

Zoho CRM Specialist

Implementation Specialist

• Drive the development of robust engineering standards and lead the implementation of advanced automation procedures.
• Serve as a key technical expert, designing and optimizing production systems utilizing Fanuc robotics, industrial vision systems, and specialized IT network infrastructure.
• Enable the seamless, efficient, and high-quality manufacturing of Ford's next-generation battery technologies.

Controls Implementation Engineer

• 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

• Develop and execute the overall Client Success strategy across SS&C Health's client portfolio.
• Build trusted executive relationships with C-suite leaders at strategic client organizations.
• Serve as executive sponsor for key accounts, leading governance, executive business reviews, and strategic planning sessions.
• Ensure clients achieve measurable business outcomes and maximize the value of their SS&C Health investment.
• Establish a disciplined Client Health framework utilizing operational, financial, relationship, and adoption metrics.
• Drive client retention while identifying expansion and cross-sell opportunities in partnership with Sales.
• Lead renewal strategy and commercial planning across strategic accounts.
• Proactively identify risks and implement recovery plans before issues impact client satisfaction.
• Lead, coach, and develop a high-performing Client Success organization.
• Foster a culture of accountability, proactive communication, continuous improvement, and client advocacy.
• Drive consistency in governance, account planning, success metrics, and executive communications.
• Partner closely with Product, Operations, Professional Services, Sales, and Support to deliver a seamless client experience.
• Develop executive-level account strategies aligned with client priorities and SS&C Health growth objectives.
• Lead complex client negotiations and strategic commercial discussions.
• Influence organizational priorities by bringing forward market insights, client feedback, and emerging opportunities.
• Champion process improvements that improve client outcomes and operational efficiency.

Vice President, Client Success

• 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

Onboarding Specialist

• Providing tailored services for paid implementation clients including but not limited to consulting, building and graphic design
• Providing clients with creative direction and solutions to problems via tickets and phone calls and screen sharing
• Working closely with the client to curate their onboarding journey and see that apps pass internal review in six weeks or less from signup
• Reviewing client apps for quality assurance
• Working with your team on new projects and ideas to better the client experience
• Troubleshooting complex issues

Customer Onboarding Specialist

Customer Retention Specialist

• Process all MACD requests (upgrades, downgrades, disconnects, etc)
• Use Retention and Saves skills to retain and win back Business Services customers who are downgrading or disconnecting services
• Meet renewal quota and minimum customer support metrics while performing MACD functions
• Field inbound calls from customers who want to disconnect services and review package for right size opportunities
• Place outbound calls to customers who are up for contract renewal and attempt to retain their business
• Assess churn risk for existing business subscribers and target for retention efforts
• Evaluate and maintain open opportunities via software application/database to track potential customers within the WOW! service area
• Work with existing business customers to analyze their business strategy and future growth plans/initiatives
• Build relationships and negotiating contract terms and rates for existing customers
• Accurately complete paperwork associated with each customer order and/or request
• Maintain retention quotas and tracking daily activity

Business Retention Specialist

Customer Advocate

• Support the Sales Organization by helping ensure teams have the tools, knowledge, and processes needed to succeed
• Serve as the primary advocate for customers during the sales-to-install journey
• Communicate directly with customers throughout the construction and installation process for new sales
• Support customers by providing updates and helping ensure a smooth transition through installation
• Address customer escalations and routing issues to the appropriate repair teams for follow-up
• Work closely with Sales Representatives to resolve issues and improve the customer experience
• Support accurate order processing and successful customer delivery by performing quality analysis of service agreements
• Partnering with Sales Representatives to correct rejected orders and resubmit them to order entry
• Process and track Construction Capital Approvals for potential customers
• Support sales leadership through reporting and analysis by uploading reports for local Sales Managers and Directors
• Review reports to identify trends, patterns, and opportunities for improvement

Sales Advocate

• Servicing your assigned book of business
• Acknowledge customer’s inquiry within 1 business day
• Create and maintain PDET cases as outlined in policy guidelines
• Acts as the single point of contact for client’s operational inquiries and escalated issues.
• Resolutions to include but not limited to Claims, Enrollment, ID cards, COBRA, FSA, Network Ops, PBM, Customer Service, EDI Files and Finance
• Provides plan document interpretation and ensures the client’s questions are addressed.
• Conduct client portal training
• Supports operational departments to enhance the member experience through improved workflows and process improvements
• Identify opportunities that support account owners in developing and delivering strategic plans

Client Advocate I

• Align highly skilled expertise, thought leadership and program management to address customer challenges
• Develop and program manage a plan empowering customers to improve using Sprinklr
• Cultivate key stakeholder relationships and establish new relationships
• Build customer champions and advocates to articulate Sprinklr's value
• Oversee customer adoption journey and ensure successful outcomes
• Ensure awareness of Sprinklr’s product and roadmap to customer stakeholders
• Implement repeatable playbooks to strengthen operating state
• Collaborate with Sales and Solutions Consultant to drive upsell opportunities

• Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options.
• Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation.
• Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system.
• Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free.
• Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program.
• Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives.
• Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs

Client Retention Specialist

• Serve as the primary operational partner and strategist for the Customer Success and Solutions (CS) organization
• Take ownership of key initiatives from analysis, scoping, execution, optimization, monitoring, and beyond
• Collaborate with CS leadership and frontline managers to build trust in operational processes
• Build dashboards on key CS metrics (customer health, churn, expansions)
• Own CS operational initiatives end-to-end, turning strategy into executable plans
• Act as the primary liaison between CS and Business Systems, translating technical requirements into practical solutions

Customer Success Operations Lead

• Under direct supervision, proposes possible solutions and documents Mid-Stage, Late Stage and High-Risk delinquent accounts
• Pursue communication with defaulted customers utilizing manual or automated dialing to obtain payment commitments
• Monitor delinquent accounts to identify situations where alternatives to repossessions, bankruptcies, foreclosure, etc. exist
• Display effective time management skills to enhance productivity while using multiple system platforms to identify, evaluate, and resolve reasons for delinquency
• Skip trace accounts by accessing statements, applications, and third-party vendor services
• Employ conflict management skill set to handle escalated situations
• Multi-task and work independently in a fast-paced environment while reviewing metrics and evaluating performance
• Mentor and train peers while functioning as a Customer Solution’s subject matter expert
• Escalate complaints and/or accounts with unique circumstances to leadership as outlined by the bank’s complaint management program

Customer Solutions Advocate

• Support the sales process with manufacturing and solution expertise
• Lead customer discovery sessions and needs analyses focused on product costing and carbon footprint assessment across different manufacturing processes and use cases
• Translate customer requirements into tailored solution concepts, including value propositions, scope definitions, and configuration/customization approaches
• Deliver product demonstrations and presentations to both technical and business stakeholders
• Answer functional and technical customer questions related to manufacturing costing logic, software capabilities, feasibility, and data flows
• Support RFP/RFQ processes and contribute to proposal creation with clear assumptions, scope boundaries, and solution definitions
• Capture customer and market feedback and identify gaps, opportunities, and future improvements
• Become part of the team responsible for rolling out B2B enterprise software solutions to customers in the automotive and manufacturing industries, primarily within German-speaking markets
• Develop expert-level knowledge of the Tset software, including its features, functionalities, and user perspective
• Identify customer business needs and use cases, and design and implement suitable solutions within Tset
• Use software APIs for intermediate configuration and customization tasks, such as data imports and report creation
• Lead and facilitate customer workshops and discussions to ensure optimal solution design and proactive expectation management
• Build and maintain strong customer relationships, serving as the main point of contact for concerns, escalations, and ongoing communication
• Collaborate cross-functionally to ensure customer issues and tickets are tracked and resolved efficiently
• Analyze customer usage data to identify improvement opportunities and enhance the customer experience
• Define project scope, objectives, timelines, and resource requirements
• Develop and manage detailed project schedules while taking ownership of project execution and controlling responsibilities
• Collaborate closely with Sales, Product Development, and Customer Success teams to ensure strong internal alignment and smooth project handovers
• Ensure clear communication and coordination between internal teams and customers throughout project delivery and implementation phases

• Serve as the face and voice of Highspot to customers in your portfolio and as “the buck stops with you” owner of those customer relationships internally at Highspot
• Deeply understand your customer’s needs, thoughtfully helping business leaders to find opportunities to expand value, our footprint and depth of engagement
• Manage relationships with solution owners (Enablement, Marketing, Ops, etc.) to drive product usage and engagement
• Multi-thread to any stakeholder you need to engage across Enablement, Sales, Marketing, Operations, Finance, IT, and others at all levels (ATL, OTL, and BTL) to accomplish your goals; in the event of key customer stakeholder turnover, you seek and build replacement relationships
• Collaborate with customers to develop a mutual value plan
• Analyze your portfolio, identify risks and opportunities, and prioritize for impact
• Collaborate with your Account Management partners in the event of renewal risk; project manage the plan to “get to green churn risk”
• You will be responsible for identifying expansion opportunities, which you will pass on to the Account Management team
• Partner internally with Deployment Consultants, Technical Account Managers, Support, and Professional Services to optimize customer implementations and resolve technical challenges
• Help customers realize the full value of the Highspot platform; the CSM should allow the Solution Owner and ATL to believe their company has achieved ROI from Highspot that they can quantify and explain
• Drive product adoption and ongoing usage of Highspot with a focus on making Highspot an essential platform for the customer while promoting customer satisfaction and advocacy
• Identify opportunities to sell add-on services in support of achieving customer goals
• Ensure execution of customer maturity and technical discussions via coordinating solutions internally across engineering, marketing, product, and support teams

• Servicing your assigned book of business
• Acknowledge customer’s inquiry within 1 business day
• Create and maintain PDET cases as outlined in policy guidelines
• Acts as the single point of contact for client’s operational inquiries and escalated issues
• Resolutions to include but not limited to Claims, Enrollment, ID cards, COBRA, FSA, Network Ops, PBM, Customer Service, EDI Files and Finance
• Provides plan document interpretation and ensures the client’s questions are addressed
• Conduct client portal training
• Supports operational departments to enhance the member experience through improved workflows and process improvements
• Identify opportunities that support account owners in developing and delivering strategic plans

• Define and execute the Commerce Technology strategy, aligning product, engineering, AI, and platform investments with enterprise commercial objectives and revenue growth
• Lead the delivery and evolution of digital commerce and CRM platforms, ensuring scalable, integrated, and customer-centric capabilities across all sales channels
• Establish an AI-first engineering operating model that accelerates innovation, improves productivity, and optimizes technology investments and value delivery
• Drive exceptional digital customer experiences through product innovation, personalization, data-driven decision making, and continuous optimization
• Champion engineering excellence by embedding enterprise standards for quality, security, reliability, automation, compliance, and operational resilience
• Govern a complex portfolio of strategic initiatives, technology investments, budgets, and vendor partnerships to deliver measurable business outcomes and maximize value
• Foster a high-performing, metrics-driven culture focused on accountability, continuous improvement, operational excellence, and business impact
• Build and develop exceptional product and engineering organizations through leadership, organizational design, talent development, and AI-enabled workforce transformation

VP Commerce – CRM Technology

• Develop relationships with strategic customers, understand how their shops run, and what makes their business successful
• Manage and check in proactively on a regular cadence to ensure customers maintain high NPS, are engaged, and have a high adoption of Shopmonkey’s offerings
• Using Data to Drive depth within your book of business, make strategic recommendations, and a cadence of QBRs
• Become a trusted advisor and advocate for customers’ stakeholders and executives
• Managing the payments/billing and administration side of your Book of Business
• Partnering with Commercial leaders to drive value-add upsells, cross-sells, and successful renewals for both growth and maintaining NRR
• Remove adoption roadblocks by understanding challenges and recommending solutions, driving product value and stickiness
• Become the voice of the customer, and represent customer use cases internally
• Travel to customer location(s) for meetings with stakeholders and attend events/trade shows, as required

Strategic Customer Success Manager – Enterprise

• 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

Customer Success jobs in Missouri

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Zoho CRM Specialist

Controls Implementation Engineer

Manager, Customer Success – Central Region

Vice President, Client Success

Senior Implementation Specialist

Senior Customer Success Manager

Customer Onboarding Specialist

Business Retention Specialist

Sales Advocate

Client Advocate I

Senior Customer Success Manager

Client Retention Specialist

Customer Success Operations Lead

Customer Solutions Advocate

Senior Customer Success Manager

Senior Customer Success Manager

Client Advocate I

VP Commerce – CRM Technology

Strategic Customer Success Manager – Enterprise

Onboarding Manager