Customer Success Manager

• 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

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Manager, Enablement & Operations – Customer Success

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

• Partner with the respective Territory Manager on sales strategies to maximize revenue with assigned and prospective accounts.
• Answer incoming calls from assigned accounts to take sales orders and/or handle customer service issues.
• Initiate proactive calls to established accounts in order to grow sales revenue and develop customer loyalty.
• Assist accounts in the research and purchase of items that are both stocked and non-stocked by Animal Health and manufacturer partners.
• Deliver excellent customer service by communicating with purchasers and utilizing reference materials, as needed, to follow through with accounts.
• Assist accounts with questions or concerns while maintaining a professional and friendly attitude.
• Assist accounts with the return of incorrect or damaged merchandise within established guidelines.
• Attend weekly sales meetings to keep informed on new products and changes within the industry.
• Process orders for assigned territory.
• Monitor backorder status for accounts.
• May gather information regarding assigned territory or accounts and share necessary information with TM partner.
• Contact accounts to gather information, offer appropriate specials and programs, and communicate industry information related to the account and the company.
• Support general queue sales calls.
• Minimal travel requirements.

Customer Engagement Representative

• Engage with your customers through regular calls, business reviews and daily needs
• Monitor and manage adoption metrics to ensure customers are utilizing the full Axon platform
• Create success plans for your customers and document customer progress toward established goals and results
• Manage escalations closely, acting as the quarterback for all critical issues and ensuring multiple internal teams are aligned
• Communicating major milestones and updates to Sr. Leadership on a regular basis
• Work closely with Axon’s marketing and training teams to conduct regular training webinars and calls
• Develop a deep understanding of Axon’s product line and ensure proper implementation in every customer’s environment
• Learn and share industry best practices in order to solve customer needs

Senior Customer Success Manager

• Build strong relationships with customers, understanding their goals and ensuring they are met through the platform
• Conduct regular check-ins to monitor usage and overall satisfaction
• Act as the primary point of contact for a portfolio of customers
• Respond to support requests in a timely and professional manner
• Troubleshoot issues and coordinate with the product team when necessary
• Maintain records of customer interactions and feedback
• Monitor usage and identify churn risks early, addressing them with tailored support
• Identify upsell and renewal opportunities and collaborate with the sales team to execute them
• Provide customer insights to product and engineering teams to help shape product direction
• Share trends, wins, and blockers with the broader customer success and sales teams

• 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

• Collaborate with the sales and implementation team on account strategy for assigned customers.
• Provide exceptional customer engagement to ensure customers maximize the value of our digital product.
• Learn and discover the needs/goals of administrators, faculty, and students of partnership accounts.
• Translate the needs/goals of key stakeholders into a Customer Success plan.
• Organize, document, and refine customer data throughout the partnership.
• Manage and take point on issues as the customer advocate.
• Conduct training focused on elevated customer product value driven conversations.
• Develop innovative solutions to meet customers' business needs.

Enterprise Customer Success Manager – Nursing Health Education

• Working closely with administrators, faculty, and students of our partnership accounts to learn and discover their needs/goals
• Translating the needs/goals of key stakeholders into a Customer Success plan
• Organizing, documenting, and refining customer data throughout the partnership
• Managing and taking point on issues, as the customer advocate
• Using teaching skills that support customer onboarding plans
• Conducting training with elevated customer product value driven conversations
• Providing customer with high-level service and develops innovative solutions to meet customers' business needs

Enterprise Customer Success Manager, Nursing Health Education

• Act as the primary point of contact for a portfolio of 10-20 enterprise-level clients, helping them maximize the impact of our cutting-edge generative AI search optimization software solution.
• Translate platform data into strategic recommendations tailored to each client’s business goals and industry dynamics to drive measurable improvements in visibility and optimization.
• Guide clients through onboarding, education, and adoption journeys—ensuring high engagement, retention, and satisfaction.
• Conduct quarterly business reviews and content strategy sessions focused on optimizing content visibility, organic growth, and AI-discovery performance (ChatGPT, Perplexity, etc.).

Enterprise Customer Success Manager

• 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 Specialist

• Build long term relationships with customers
• Ensure timely renewals, participate in legal negotiations.
• Serve as customers’ trusted advisor and partner with sales, professional services, legal, finance, engineering, and other teams to advocate solutions.
• Develop and own customer success strategies, account plans, and best practices.
• Become proficient in our product and be able to perform setup tasks for customers.
• With a focus on growth and expansion, own the renewal process of key enterprise accounts.
• Primary point of contact for customer support.
• Run and provide performance reports to key clients on a quarterly and annual basis.
• Coordinate and manage customer escalations.
• Keep customer executives and business appraised of progress; make sure of timely progress towards resolution; report and escalate issues internally.
• Be the customer's advocate and represent customers' needs and perspective internally to ensure continued product utilization and expansion.

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

Customer Advocate

• Primary relationship owner for one or more practice clients
• Ensure all RCM work is getting done and done well
• Conduct weekly dashboard review and coordinate with the offshore team
• Create and maintain client support documentation
• Act as the communication bridge between the client's teams and the RCM Specialists

Revenue Cycle Management, Client Champion

• Establish yourself as a trusted, strategic advisor to clients
• Manage and nurture a portfolio of clients, guiding them through the full customer journey
• Proactively monitor and improve client health using tools like Gainsight
• Design, deliver, and support scalable client engagement and education
• Serve as the voice of the customer internally, collaborating with various departments
• Support client growth and continuity, building relationships with new administrators
• Drive cross-functional collaboration coordinating with internal teams
• Maintain deep expertise in Foundant products and best practices

Client Success Consultant – Grants and Scholarships

• Serve as the primary point of contact for assigned clients and promptly respond to all client inquiries
• Engage in regular client interaction via e-mail, conference calls, and in-person visits
• Interface with assigned client service staff to ensure appropriate preparation and presentation of client deliverables
• Proactively identify potential problems with client performance
• Ensure all appropriate resources are available and utilized effectively
• Monitor, evaluate, and report on billing effectiveness/cash flow

Client Success Manager

• Acts as the key point of contact for assigned health plans.
• Facilitates Health Plan meetings to address escalated issues.
• Tracks client issues that require research/investigation & coordination to reach resolutions.
• Collaborates with internal resources to resolve client issues.
• Uses data and facts to identify and solve a range of problems for assigned health plans.
• Delivers effective and time sensitive verbal and written communications to internal and external audiences.
• Assesses the needs of health plan partners and helps define and implement necessary changes to services/management processes.
• Partners with internal groups to ensure effective and efficient end-to-end problem-solving.
• Collaborates with matrix partners and other internal resources to resolve escalated, complex, and sensitive provider issues.
• Delivers effective verbal and written communications appropriate to internal and external audiences.
• Plan, coordinate, and host client and internal meetings.
• Regular cadence data and reporting responsibilities.

Client Experience Manager

• Responsible for growing revenue for a book of business that includes multiple strategic accounts and/or
• Demonstrates consistent growth/predictability in assigned book of business
• Drive success for ACI customers with fast, simple, and secure payments, from around the world.
• Consult customers on their journey to optimize their payments program through
• adoption/renewal/expansion of ACI solutions.
• Communicate/negotiate commercial and high-level technical interactions to deliver positive outcomes.
• Understand customers' business challenges and industry trends to consult on how ACI can support their
• objectives and influence their roadmap.
• Serve as a trusted advisor to customers establishing, maturing, and executing their payment strategies.
• Function as a customer's single point of contact with ACI, while coordinating/collaborating within ACI
• teams to deliver on customer commitments and experience.

• Support the Sales organization with a variety of Sales Operations and CRM-related tasks, including reviewing, analyzing, and fulfilling business support requests
• Collaborate with cross-functional stakeholders to gather requirements, recommend solutions, and implement Salesforce enhancements aligned to business needs
• Design, build, and maintain Salesforce automations and process improvements, including flows, validation rules, approval processes, and other declarative tools
• Configure Salesforce to support business processes, including custom objects, fields, page layouts, record types, and security settings
• Assist with Salesforce administration activities, including user access support, territory alignment, account setup, and sales crediting requests
• Develop, maintain, and deliver standard and ad hoc reports, dashboards, and analytical insights to support decision-making and identify trends, risks, and opportunities
• Ensure data quality, accuracy, and integrity across Salesforce through monitoring, validation, and data management activities
• Support and troubleshoot day-to-day Salesforce issues, working with users to resolve problems efficiently and effectively
• Monitor system performance and existing processes to identify opportunities for optimization, scalability, and continuous improvement
• Stay current with Salesforce releases, features, and best practices; proactively recommend enhancements that improve business outcomes
• Create and maintain system, process, and technical documentation to support knowledge transfer, audit readiness, and long-term platform sustainability
• Participate in Jira-based work management using Copado, including UAT testing and, when assigned, implementing changes and promoting them through Salesforce environments

See all jobs on JobTailor

Client Success Manager, Law Firm Experience

Manager, Enablement & Operations – Customer Success

Implementation Specialist

Customer Engagement Representative

Senior Customer Success Manager

Customer Success Manager

Customer Success Manager

Senior Customer Success Manager

Enterprise Customer Success Manager – Nursing Health Education

Enterprise Customer Success Manager, Nursing Health Education

Enterprise Customer Success Manager

Customer Success Specialist

Customer Success Manager

Inbound Retention Specialist – Weekend Team

Revenue Cycle Management, Client Champion

Client Success Consultant – Grants and Scholarships

Client Success Manager

Client Experience Manager

Senior Customer Success Manager

CRM Analyst