Customer Success Manager

• Oversee all customer relationships and communications
• Ensure overall customer satisfaction and that all SLAs are met
• Help manage all implementations and ensure that all timelines are met
• Answer day-to-day questions and support product implementation activities
• Manage the client’s product once in a production environment
• Report to the ITS Manager of Community Connect

Implementation Specialist

• 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

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 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 resolutions which support a culture of timely, Customer focused, responses which provide the best Customer Experience
• Consistently follows and adheres to stated team/department metrics such as minimum call flow accuracy levels, schedule adherence and availability requirements, achieves a minimum number of multi-channel and omni-channel Customer communications while maintaining average handle times and after call work times which meet stated requirements per team, meets or exceeds minimum work schedule and attendance adherence's, all while possessing and sharing a positive, collaborative tone which supports the team and department environment

Customer Advocate Associate Representative

• 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

Customer Retention Specialist

• Apply clinical expertise to support patient interactions and successful use of Omnipod therapy.
• Deliver personalized education and training to new and existing patients and healthcare providers.
• Provide proactive follow-up, clinical consultation, and troubleshooting for sustained device adoption.
• Educate customers and HCPs on Omnipod data and reporting tools to enhance clinical conversations.
• Execute plans to support customer retention and sustained adoption of Omnipod therapy.
• Conduct proactive outreach to assess satisfaction and reinforce product value.
• Collaborate with internal teams to enhance customer engagement strategies and workflows.
• Accurately document all customer interactions, outcomes, and next steps in Salesforce.

Clinical Retention Specialist – South Central

• Partner with the respective Territory Manager on sales strategies to maximize revenue with assigned and prospective accounts.
• Answers incoming calls from assigned accounts to take sales orders and/or handle customer service issues.
• Initiates 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 the guidelines established by Animal Health and the manufacturers we represent.
• Attend weekly sales meetings to keep informed on new products, changes within the industry, and changes within Animal Health.
• Process orders for assigned territory
• Monitor backorder status for accounts.
• May gather information regarding assigned territory or accounts and share any necessary information with TM partner
• Contact accounts to gather information, offer appropriate specials and programs, and communicate industry information, which might affect or benefit the account and the Company.
• Support general queue sales calls.

Customer Engagement Representative

• Project manage the onboarding and implementation of Catholic customers, manage a pipeline, and meet or exceed KPI’s.
• Become an expert in the Pushpay product suite and set appropriate expectations with the customer.
• Deliver results, provide high quality customer interactions, drive product adoption, and effectively manage multiple/simultaneous implementations.
• Coordinate with Product, Service Delivery, and Customer Success teams to execute on implementation.
• Build and effectively execute account plans and strategies unique to each account.
• Regularly review assigned accounts to highlight key results, analyze metrics, demonstrate value, and emphasize the ROI, as well as, recommend process/procedure changes to better utilize Pushpay services.
• Help develop existing customer relationships with the company; in-line with the company service process and ensure maximum customer retention is achieved.
• Maintain knowledge of market conditions and competitive activities.
• Achieve monthly, quarterly, and annual goals and provide accurate, timely reports and forecasts as needed for management.
• Receive direction from the VP, Director of Implementation, and guidance from Customer Success Team Leads.

Implementation Specialist 2

• Cultivate a broad understanding of CommandLink’s products, technology, software, and game-changing support methodology.
• Leverage powerful proprietary software tools for maintaining regular communication with a defined list of customers, keeping ahead of their technology initiatives, and positioning CommandLink to grow our partnership with our primarily mid-market and enterprise customer base.
• Gain the trust of your assigned customers, be a trusted point of contact for questions and action items, and act quickly and communicate effectively when a customer has a positive experience with CommandLink across their life cycle.
• Implement strategic initiatives created in cooperation with CommandLink leadership that will identify opportunities for product cross-selling and work with the various additional resources through a sales cycle and to ultimately winning additional business.
• Manage the proprietary CommandLink software tools including CRM, quote tool, sales play automation tool, and KPI dashboards to ensure metrics are achieved.
• Have a positive impact on the company culture, which CommandLink is very focused on maintaining as we rapidly grow into a U.S. leader for enterprise network, communications, and software solutions.
• Takes on additional responsibilities and projects as needed to support the success of the team and organization.

• Execute and oversee the technical implementation of retention marketing programs across client accounts
• Transform strategy into execution by building and maintaining email, SMS, segmentation, automation, and onsite conversion experiences
• Support account audits, onboarding projects, and technical account setup
• Lead migrations from platforms such as Attentive, Mailchimp, and others
• Perform technical QA across campaigns, flows, segments, forms, and integrations

• Oversee all customer relationships and communications
• Responsible to ensuring overall customer satisfaction, and that all SLAs are met
• Help manage all implementations and ensure that all timelines are met
• Serve as a direct contact to clients and answer day-to-day questions
• Support product implementation activities
• Manage the client’s product once it is in a production environment
• Report to the ITS Manager of Community Connect

Customer Success Manager – EPIC Community Connect

• 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

• 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.

Customer Success jobs in Oklahoma

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Customer Success Manager

Senior Implementation Specialist

Customer Onboarding Specialist

Customer Advocate Associate Representative

Customer Success Operations Lead

Clinical Retention Specialist – South Central

Customer Engagement Representative

Implementation Specialist 2

Customer Success Manager

Senior Implementation Specialist

Customer Success Manager – EPIC Community Connect

Customer Success Manager

Customer Success Manager

Customer Success Manager

Enterprise Customer Success Manager

Clinical Sales Manager, CRM

Vendor Onboarding Specialist