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

• Support implementation and execution across marketing platforms
• Collaborate with stakeholders to: Understand business requirements, Translate into system solutions, Assist with CRM migration planning and execution
• Work across Martech tools to: Configure, troubleshoot, and optimize solutions, Provide tactical support to senior team members on active initiatives, Ensure alignment across systems (email, data, media, CRM)

Marketing Technology Analyst – CRM, Marketing Cloud

• 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)

Implementation Specialist

• Spearhead the configuration of e-Builder for high-profile clients, modeling sophisticated business processes to drive maximum organizational efficiency.
• Champion software adoption by designing and delivering engaging training programs that empower client teams to master new digital workflows.
• Architect comprehensive process and data flows by analyzing complex business requirements and conducting strategic gap analysis.
• Drive continuous improvement by uncovering hidden barriers to software usage and implementing innovative solutions to overcome them.
• Partner closely with stakeholders to deliver high-impact status reports and evaluations that ensure project transparency and success.

Implementation Consultant – Managed Services

• Ensure that customers who have completed an auto refinance or purchase loan had a positive experience.
• Maintain all overflow through TSG phone systems and is the resolution point for escalations within TSG and all its brands.
• Respond to all complaints and escalations from start to finish and only escalate further if appropriate.
• Maintain Legal and Compliance concerns through QA processes.
• Document all accounts, contact, and activity information into various systems.
• Answer calls from internal and external sources, while providing a world-class customer service experience.
• Manage inbound and outbound communication by email, phone and/or text to customers and Lenders or previous lien holders.
• Including de-escalation of phone calls without transferring to ASM’s.
• Consistently respond to auto finance inquiries in a timely, efficient, and professional manner.
• Outreach all funded loans within one business day via phone/email.
• Contact customers who have completed a funded loan and assess their experience.
• Quality Assurance – Listen to calls made by loan specialists at rate of 1 call per week per loan specialist and complete compliance checklists to ensure compliance guidelines are followed.
• Work inbound email boxes (Save/Sales).
• Follow up via phone call when necessary for escalated customers.
• Research and resolve Short Payoff Issues to ensure loans are fully paid off.
• Grade customer experience with tools provided – both on the customer’s experience and on the Loan Specialist who assisted them in completing the loan.
• Provide responses to customers who left reviews on their auto loan experience via Podium/Birdeye or other lead sources.

Customer Success Representative II

• Influence a portfolio of enterprise retail accounts to foster long-term, successful partnerships.
• Serve as the primary retail SME and advocate for the client within the company.
• Conduct regular business reviews (QBRs) to assess progress, report on value realization, and strategize on future goals.
• Support the full customer journey through data analysis, insights, and recommendations.
• Proactively drive user adoption and engagement by providing training, best practices, and continuous support.
• Monitor key KPIs and work cross-functionally to develop data-driven strategies.
• Collaborate with clients to define, measure, and achieve a clear return on investment (ROI).
• Identify outliers in performance and value, and collaborate with cross-functional teams and the customer to develop and execute recovery plans.
• Identify and qualify opportunities for account expansion and upsells in collaboration with the Sales team.
• Ensure high retention rates and support the renewal process for your portfolio.
• Advocate for the customer by providing feedback to Product and Engineering teams to inform the product roadmap.
• Develop a deep understanding of the client’s specific retail challenges and strategic priorities.
• Act as a subject matter expert on both our vision AI platform and its application within the retail industry.

• Influence a portfolio of enterprise retail accounts to foster long-term, successful partnerships.
• Serve as the primary retail SME and advocate for the client within the company.
• Conduct regular business reviews (QBRs) to assess progress, report on value realization, and strategize on future goals.
• Support the full customer journey through data analysis, insights, and recommendations, ensuring a smooth effective implementation and utilization of our AI solutions.
• Proactively drive user adoption and engagement by providing training, best practices, and continuous support.
• Monitor key KPIs and work cross-functionally to develop data-driven strategies to mitigate risk and increase engagement.
• Collaborate with clients to define, measure, and achieve a clear return on investment (ROI), ensuring value realization of at least 3x the SaaS fees.
• Identify outliers in performance and value, and collaborate with cross-functional teams and the customer to develop and execute recovery plans.
• Identify and qualify opportunities for account expansion and upsells in collaboration with the Sales team.
• Ensure high retention rates and support the renewal process for your portfolio.
• Advocate for the customer by providing feedback to Product and Engineering teams to inform the product roadmap.
• Develop a deep understanding of the client’s specific retail challenges and strategic priorities.
• Act as a subject matter expert on both our vision AI platform and its application within the retail industry.
• Translate complex technical concepts into clear business value for a range of client stakeholders, from store managers to executives.
• Systematically gather, analyze, and present customer feedback and sentiment to internal SLT, Product, and Operations teams to drive continuous improvement.

• 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

• 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

Customer Engagement Representative II

• 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

• Provide exceptional service, advisement and order-taking for clients and veterinarians that call Platinum Performance daily
• Apply critical thinking and problem solving to provide supplement recommendations for clients and their animals
• Serve and nurture client relationships to achieve a targeted NPS and targeted retention
• Compose clear correspondence to clients through email and text to provide the highest level of friendly, informed, and personalized service recommending products that produce results or to solve moderately complex problems
• Work cohesively with other Platinum Advisors and Client Success Manager to learn with a growth mindset
• Shows capacity to learn both technical (nutrition) and operational (systems) skills
• May seek input of other Advisors or assist to serve as a resource for the minimally complex problems
• Work collaboratively and cross functionally with other departments within Platinum Performance including Production, Quality Assurance, and Shipping.

Client Success Advisor

• Lead strategic initiatives from concept through implementation, including priorities, timelines, governance, risk management, and stakeholder alignment
• Develop and enhance operating frameworks, reporting, metrics, and presentations that improve visibility, decision-making, and organizational effectiveness
• Support resource and capacity planning, budgeting, workload analysis, and continuous improvement efforts to strengthen delivery of transactional legal services
• Partner with legal project leads to support complex transactions, including execution planning, resourcing, timeline management, and issue escalation
• Coordinate internal and external stakeholders to maintain momentum against key milestones, manage dependencies, and support organized, timely closings
• Provide advanced paralegal support for select M&A matters, including document review, drafting support, closing coordination, and guidance to less experienced team members when appropriate
• Contribute to onboarding, learning, and quality frameworks that support consistent service delivery and effective team operations

Legal Strategy, Planning & Implementation Manager

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

• Lead End-to-End Implementations
• Own the onboarding and implementation process from kickoff through go-live and stabilization.
• Manage project timelines, milestones, stakeholder communication, and execution across internal and external teams.
• Coordinate and drive implementation workstreams while also handling portions of the work directly.
• Configure customer environments using internal tools and workflows developed by Engineering.
• Ensure implementations stay on track, within scope, and deliver a strong customer experience.
• Drive Customer Adoption & Change Management
• Conduct current state workflow assessments and technical scoping conversations to understand how agencies operate and where BLTN fits.
• Document current state workflows and develop future state workflow maps that define how agencies will use BLTN in practice.
• Guide customers through change management and adoption challenges.
• Collaborate with Customer Success Managers to deliver onboarding sessions, training, and enablement for end users and administrators, with shared accountability for equipping agencies to use BLTN independently
• Act as a trusted partner to agency leadership, operators, and IT stakeholders throughout implementation.
• Build the Implementation Function
• Create scalable implementation playbooks, templates, processes, and best practices.
• Capture lessons learned and continuously improve how Multitude deploys customers.
• Help define the systems and operational infrastructure needed to scale implementations over time.
• Track implementation outcomes and identify ways to improve onboarding speed, adoption, and customer satisfaction.
• Collaborate Cross-Functionally
• Partner closely with Product, Engineering, and Customer Success to ensure successful customer launches.
• Translate customer needs and implementation feedback into actionable internal requests.
• Identify implementation risks early and help drive resolution across teams.
• Provide frontline customer insight that informs product and operational improvements.

Implementation Manager

• Serve as a proactive, strategic partner, aligning Quinsite’s analytics solutions with evolving client objectives.
• Build and sustain strong relationships with key client stakeholders by understanding their business goals, challenges, and definitions of success.
• Act as a trusted content SME, translating complex healthcare data and analytics concepts into accessible insights for diverse audiences.
• Facilitate executive-level conversations to communicate value, uncover trends, and guide client strategy.
• Identify and act on opportunities to maximize value from purchased content, and deeper engagement based on usage patterns, market shifts, and client goals.
• Engage with sales to ensure client needs are met when platform expansion is appropriate.
• Serve as the primary point of contact for assigned accounts, owning the full client lifecycle post-sale.
• Lead and document client meetings, ensuring clear communication, alignment on goals, and consistent follow-up on deliverables.
• Manage multiple projects and priorities simultaneously, gathering requirements, tracking timelines, and coordinating internal resources.
• Ensure timely and accurate delivery of client solutions by coordinating across internal teams, advocating for client priorities, and driving alignment from requirements through execution.
• Maintain detailed knowledge of the Quinsite platform, including architecture, data integration workflows, and analytics outputs.
• Identify cross client needs using a growth mindset, translating gaps into Quinsite platform enhancement requests, and through communication of feedback to internal product and development teams.
• Educate and empower clients to utilize Quinsite’s platform effectively and independently.
• Monitor account health, adoption metrics, and engagement to proactively mitigate risk and address evolving needs.
• Lead strategic business reviews and provide clear documentation of discussions, decisions, and action plans.
• Champion best practices for client success and support client training, onboarding, and knowledge-sharing initiatives.
• Support the planning and execution of client-facing events such as user groups, webinars, and industry conferences.
• Help develop and share reusable client-facing materials and documentation that establish Quinsite’s thought leadership.

Client Success Manager

• 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

• Deliver professional and timely support to residents via chat, email, and resident portal channels
• Act as the primary liaison for resident inquiries, concerns, and service-related requests
• Receive, document, and coordinate maintenance requests with internal departments
• Resolve apartment-related concerns, complaints, and general service inquiries
• Investigate and address billing discrepancies with accuracy and professionalism
• Maintain accurate records of customer interactions and case updates within CRM systems
• Utilize SAP and internal platforms to monitor, update, and manage service tickets
• Conduct follow-ups to ensure complete issue resolution and resident satisfaction
• Escalate complex or high-priority concerns to the appropriate teams when necessary
• Consistently meet service-level expectations related to response times, quality, and customer satisfaction metrics

Senior Customer Success Agent – LATAM

• Develop and execute client-specific implementation strategy projects and successfully handle post-sale activities to retain large employee benefits group customers
• Drive and develop a customized implementation plan for each new national, mid-market, or regional account
• Serve as point person, both internally and externally, to ensure efficiency and consistency throughout implementations
• Gain insight into clients' culture, priorities, and goals to design and implement dynamic solutions
• Effectively convey diverse client needs and requests internally
• Drive the resources needed for successful implementations
• Respond to questions, provide requested documentation, and orchestrate internal process changes to fulfill client and broker requests
• Coordinate and manage multiple projects with demanding time constraints while meeting changing priorities and deadlines

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