Customer Success Manager

• Be the consistent point of contact for the client; responsible for ongoing communications, not just scheduled meetings but proactively managing expectations, priorities, and follow ups.
• Build trusted partnerships by understanding client goals, priorities, and business structure.
• Develop a strong understanding of each client’s business, including geographic footprint, corporate teams, and dealership operations.
• Monitor the performance of client sites across key automotive and digital KPIs.
• Deliver clear, actionable performance insights through regular client meetings.
• Align Motive’s solutions to client business objectives and performance goals.
• Drive expansion opportunities for Motive products and additional sites within dealership groups.
• Support client onboarding and ongoing adoption of Motive’s tools and workflows.
• Lead application training sessions with client teams and key stakeholders.
• Work closely with the Motive Product team to share client feedback and performance insights.

• Coordinate closely with internal teams and customer contacts to maintain accurate, up-to-date delivery schedules, targeting 100% on-time delivery.
• Lead weekly touchpoints with site general contractors, customer sourcing teams, and internal demand planning to ensure alignment.
• Achieve 100% annual ship forecast accuracy by managing customer pull-in/push-out requests and collaborating with internal planning teams.
• Ensure all customer orders are entered into the system and confirmed within 24 hours of receipt.
• Gather and evaluate supply performance feedback from both the customer and internal site teams.
• Develop and implement improvement plans to ensure consistently positive performance ratings, including “pass” results on all supplier performance assessments.
• Partner with internal logistics and field support teams to coordinate delivery, commissioning, and hand-off activities, ensuring 100% on-time commissioning and customer readiness.
• Prepare and deliver weekly account supply updates, including demand schedule changes, new order activity, and field delivery status.
• Play a key role in quarterly business reviews with the customer, including presentation development, in-person delivery, and supporting the account coordinator with preparation and insights.

• 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.

• Build meaningful and trusting relationships across complex, multi-divisional, multi-geographic organizations.
• Own and manage the planning and execution of all customer activity and interactions from onboarding through offboarding.
• Plan and engage in regular strategic interactions with customers where the customer realises value from the interaction and where we gain insight to future opportunity.
• Maintain alignment on outcomes, value-measurement, change management and adoption strategy.
• Analyse and respond to customer health data (Identify churn risk and work towards solutions to reduce risk).
• Identify customer issues and needs and work in partnership with internal teams and customer toward solutions.
• Identify, qualify and drive upsell and expansion opportunities to meet targets.
• Maintain a deep understanding of the product and speak with customers about the most relevant features/functionality for their specific business needs, and communicate new features and functionality of the product on a regular basis.
• Function as the customer advocate and translate customer usage and feedback into actionable insights for how we can better serve our customers.
• Maintain accurate and timely data and context for all accounts enabling billing, forecasting, and crisp decision making.

Enterprise Customer Success Manager

• Partner with Regional Sales Director, Territory Managers, and Sales Representatives to drive revenue growth and market share capture through strong coordination of sales and service efforts across the region.
• Identify clinical opportunities through the use of analytics, time studies and/or field visits.
• Address clinical opportunities through coaching or the development and execution of measurable initiatives.
• Coordinate, develop, and implement strategies to increase service efficiency and optimize clinical headcount utilization.
• Leverage best practices via network of Clinical Leaders and training.
• Manage and coach clinical specialists through the utilization of field rides, individual and group meetings and company resources to ensure regional alignment of goals, development of talent and adoption of best practices.
• Demonstrate effective change leadership to adapt to an evolving customer base, industry service expectations, and changes in team member skills and capabilities needed to win in the market.
• Communicate and drive alignment within CRM at both the Area/Regional level on vision, goals and activities.
• Adhere to, communicate, and reinforce policies, business conduct and quality standards.
• Be critical part of a collaborative regional management team to locate, recruit and hire top clinical candidates for open positions.
• Continually work to maintain a strong, diverse personnel 'bench' of candidates for use in future hiring opportunities.
• Oversee the training and development of the clinical team in implant, service delivery, competitive and product knowledge.

Clinical Sales Manager, CRM

Onboarding Specialist

• Conduct vendor sourcing and onboarding, provide introductory training and process administrative updates to vendor information.
• Conduct high volume of prospective vendor screens and intake interviews as part of the sourcing strategy.
• Collaborate with Renovation, Turns, Service teams to ensure overall vendor sourcing and onboarding requests are completed.
• Issue Master Service Agreements and negotiate redline requests from vendors prior to submitting to Legal for approval.
• Maintain Vendor profile in Salesforce and provide weekly reporting to leadership identifying process status.
• Utilize score carding, metrics and reporting to suggest improvements in vendor onboarding.
• Perform ad-hoc projects and other duties as request.

Vendor Onboarding Specialist

Implementation Specialist

• 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

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Implementation Specialist – Health Tech

• 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

Customer Advocate

• Ensures multi-channel and omni-channel Customer communications are addressed and responded to consistently and timely in a manner which satisfies Customers needs and helps to retain business and build customer loyalty
• Acts in a professional, knowledgeable, positive manner and works effectively under pressure when needed in a very fast paced environment while maintaining excellent written and verbal communication skills
• Embraces change and positively implements updated process and strategy by demonstrating a proactive approach for problem solving and communicating solutions
• Provides consult support for complex Customer inquiries needing additional research
• Informs leadership immediately if common issues arise and utilizes ability to research and analyze Customer complaints in order to provide solutions

Customer Advocate Associate Rep

• 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

• Guide customers through each phase of their Proofpoint journey, serving as a trusted advisor through specific activities aimed at providing realized value from their partnership with us.
• Create and maintain Customer Success Plans (CSP) for each of your customers that align with their strategic goals and leverages language meaningful to them.
• Secure approval from your customers’ decision makers on the CSP’s content and timeline.
• Meet regularly with customers for health checks to review product adoption and provide them with specific, actionable guidance on how they can get more value from what they already own.
• Be a relentless advocate for customers to help ensure that Proofpoint deployments are successful.
• Consistently gather feedback to identify trends and acting as the voice of the customer, provide that structured feedback to product management.
• Identify At Risk customers that are not achieving their desired outcome and as needed, lead cross-functional efforts to get those customers back on track.
• Engage appropriate team members from cross functional groups such as Sales, Marketing, Engineering, Support, and Professional Services to help address underlying causes of churn and dissatisfaction.
• Learn and document your customers’ environment to ensure their success with the current tech stack and identify opportunities for new solutions to address their pain points or help them exploit new markets.

Customer Success Manager – High Touch

• Identify and define a growth strategy in the market for the business
• Consistently exceed monthly, quarterly and annual sales targets and expect to be well-compensated for results
• Manage the sales process end to end, proactively managing our internal teams to ensure completion of the implementation process

New Business Sales – Automotive CRM

• - Lead, coach, and develop a team of approximately 2–3 Enterprise Customer Success Managers, setting clear expectations, driving accountability, and supporting career growth.
• - Own the US Enterprise Customer Success strategy, ensuring consistent execution across onboarding, adoption, renewal, and expansion.
• - Set the standard for customer engagement by guiding the team on executive-level relationship management and value-based success planning.
• - Monitor team and customer health metrics, proactively addressing risk, removing blockers, and managing escalations as needed.
• - Partner closely with Sales, Product, and Support leadership to drive net revenue retention, expansion, and customer advocacy.
• - Forecast renewals and expansion, ensuring accurate reporting and operational rigour across the enterprise portfolio.
• - Act as the senior voice of the customer internally, translating insights into product and process improvements at scale.

Head of Customer Success

• Manage large amounts of incoming phone calls
• Identify and assess customers’ needs to achieve satisfaction
• Build sustainable relationships and trust with customers through open and interactive communication
• Provide accurate, valid, and complete information by using the right methods/tools
• Meet personal/team sales targets and call handling quotas
• Keep accurate records of customer interactions and account related information

Customer Engagement Specialist, Inbound

• Operate as a Strategic Consultant and Customer-Centric Partner to auto dealers
• Collaborate with POD team members to develop and execute market strategies
• Drive sales enablement and ownership of customer adoption and retention lifecycle
• Provide subject matter expertise and product/process troubleshooting
• Conduct frequent, in-market visits to dealerships to foster relationships

Dealer 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

• 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

Client Success Manager

• Build, configure, and refine AI risk assessment modules using Safety Radar's SAFE AI platform
• Work with large language models (Claude, GPT, Gemini) to develop and improve AI models
• Write SQL queries for data extraction, transformation, and reporting
• Build dashboards and visual reports in Power BI for clients and internal stakeholders
• QA/QC AI outputs for accuracy and consistency
• Partner with the sales team on scoping and technical discovery
• Lead client onboarding and map client programs to platform capabilities
• Serve as the primary technical point of contact for assigned accounts post-implementation
• Translate client feedback into platform improvements
• Maintain regular communication with clients, proactively identifying risks and opportunities

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Customer Success Manager

Customer Success Manager

Customer Success Manager

Enterprise Customer Success Manager

Clinical Sales Manager, CRM

Vendor Onboarding Specialist

Senior Merchant Implementation Manager

Implementation Specialist – Health Tech

Strategic Customer Success Manager

Customer Advocate Associate Rep

Director, Client Success

Strategy and Implementation Manager

Customer Success Manager – High Touch

New Business Sales – Automotive CRM

Head of Customer Success

Customer Engagement Specialist, Inbound

Dealer Success Manager

Lead Merchant Success Manager

Client Success Manager

Forward Deployed Engineer – AI Implementation, Customer Success