Customer Success Manager

• Own the post-sale adoption strategy for assigned federal accounts, including the customer’s adoption and enablement roadmap, value delivery plan, and success milestones
• Drive measurable value realization by helping customers define mission outcomes, track progress, identify adoption gaps, and connect UiPath usage to operational impact
• Lead regular customer governance, including weekly status updates, monthly program reviews, and Executive Business Reviews / Quarterly Business Reviews
• Build and maintain account-level visibility into delivery milestones, accomplishments, risks, upcoming activities, and dependencies
• Serve as a trusted advisor to customer executives and program leaders, maintaining alignment around mission priorities, business outcomes, renewal readiness, and expansion opportunities
• Orchestrate end-to-end adoption delivery across internal and external workstreams, ensuring Account Executives, Sales Engineers, TAMs, Professional Services, partners, and customer teams are aligned
• Partner with TAMs and technical teams on platform health, technical roadmap, maturity reviews, testing considerations, and technical working sessions as needed
• Navigate complex federal environments, including legacy system constraints, stakeholder dependencies, network access, security considerations, deployment blockers, and change management
• Support customers in identifying and codifying automation, AI, and agentic opportunities through discovery sessions, workshops, and current-footprint analysis
• Act as the voice of the customer within UiPath by surfacing customer needs, product feedback, risks, and adoption blockers to the right internal teams
• Proactively identify and resolve issues by coordinating with customer stakeholders and UiPath teams to remove obstacles and keep adoption plans on track
• Share best practices that help customers become more self-sufficient in operating, governing, and scaling their UiPath automation programs

Customer Success Manager – Public Sector

• Provide technical, educational, operational and sales support to assist the district in meeting Cardiac Rhythm Management (CRM) sales and customer service objectives.
• Successfully completes CRM Field Technical Training – including online and field-based training
• Performs checks/interrogations of all CRM medical device systems post sign-off
• Supports implants of all CRM products post sign-off
• Provides on-call support as needed on evenings and weekends post sign-off
• Provide troubleshooting support as requested
• Assures completion of patient registration and any other required hospital documentation
• Helps manage consignment inventory and trunk inventory once obtained
• Provides additional inventory support to meet customer needs
• Maintains software on programmers throughout the district as directed
• Assists with managing daily coverage logistics as needed
• Educates and trains physicians, hospital personnel and office staff on products or solutions for which training has been completed
• Assists with educating and training new Clinical Specialists and Sales Representatives post sign-off
• Partners with DSM, Sales Reps and DM to learn market dynamics and local customer motivations and needs; has a basic understanding of how Medtronic CRM products and solutions offer value to the customer
• Assists with obtaining customer POs throughout the quarter
• Has a basic understanding of the competitive landscape
• Independently identifies customer needs and opportunities and provides feedback to Sales Rep(s) to support sales objectives
• Stays up to date on new products, solutions and patient management offerings
• Completes all assigned training in a timely manner

Clinical Specialist, Cardiac Rhythm Management – CRM

• Deliver timely execution of CRM campaigns aligned with US market strategies, taking full ownership of campaign quality and on-schedule deployment
• Own and manage customer journeys across key lifecycle stages including onboarding, retention, reactivation, and loyalty, ensuring each stage delivers measurable engagement outcomes
• Plan, set up, schedule, deploy and report on campaigns across Modals, In-App notifications, Push notifications, and Email
• Conduct A/B testing to measure campaign performance and contribute to optimisation efforts
• Analyse campaign performance data and deliver actionable recommendations that directly improve engagement and retention outcomes
• Brief and partner with copywriters and designers to deliver assets for customer communications, ensuring brand and quality standards are met
• Lead the end-to-end execution of generosity campaigns, from setup through to post-campaign analysis
• Work closely with the US Customer Engagement Manager and VP of Marketing to plan and execute customer engagement campaigns aligned to business priorities, collaborating with the broader US Marketing team on concepts and execution, and the global CRM team on best practices
• Proactively contribute performance insights and learnings to the global Customer Engagement team, driving improvements to efficiency and best practice across markets
• Identify and resolve inefficiencies or errors in campaign processes, recommending and implementing improvements to execution standards
• Leverage tools including Quick Suite, Amplitude, and Braze to identify trends, define segmentation and targeting strategies, and translate findings into concrete campaign improvements
• Ensure all CRM activities adhere to US gambling, data protection and privacy regulations.

Marketing Specialist, CRM/Lifecycle

Onboarding Specialist

• Lead the full onboarding lifecycle for new institutional clients, from kickoff through transition to long-term support teams
• Coordinate onboarding communications with clients, third parties, and cross-functional internal teams via email, phone, and virtual meetings to drive alignment and progress
• Partner with subject matter experts to facilitate onboarding activities and enable effective transfer of role-specific knowledge
• Review complex institutional client organizational structures and fund family hierarchies across globally domiciled funds to support accurate onboarding and setup
• Gather required information, supporting documentation, and data to enable successful onboarding
• Track onboarding milestones, identify bottlenecks, and drive timely resolution to maintain progress
• Provide regular onboarding status updates to management and escalate issues as appropriate
• Recommend and support process improvement initiatives to enhance speed, operational efficiency, and client experience
• Maintain ongoing client communication post-onboarding to manage updates to client structures and fund hierarchies
• Update and maintain client structures and fund hierarchies in internal systems and communicate changes to relevant internal teams
• Provide cross-functional departmental support through cross-coverage and ad hoc assignments as needed.

Client Onboarding Lead

Implementation Specialist

• Schedule and perform system installations, add-ons, and site surveys based on customer requirements and technical specifications.
• Verify that all systems meet Mindray’s performance and quality standards through comprehensive testing.
• Provide advanced on-site support for complex or escalated service issues beyond the capabilities of local service representatives.
• Deliver after-hours phone support to assist customers, service representatives, and clinical staff with technical issues—offering timely solutions to minimize downtime.
• Coordinate and perform system updates and upgrades as required.
• Maintain detailed and accurate documentation for all service and installation activities in accordance with Mindray’s Quality System and Administrative policies.
• Collaborate with cross-functional teams—including Service Management, Technical Support, and Clinical Education—to ensure project milestones and customer needs are met.

System Implementation Specialist

• Lead and manage talent acquisition operations, including process design, optimization, and continuous improvement initiatives
• Ensure consistent execution of recruiting workflows, policies, compliance standards and global governance practices
• Partner cross-functionally with HR, Talent Acquisition, and business leaders to identify process gaps and implement scalable solutions
• Establish and monitor key performance indicators (KPIs) and metrics to track recruiting and onboarding effectiveness
• Drive adoption of TA systems, tools, and technologies to enhance efficiency and user experience
• Ensure compliance with all applicable employment laws, policies, and internal guidelines throughout hiring and onboarding processes
• Manage vendor relationships and external partners supporting TA operations and onboarding activities as needed
• Lead change management initiatives and training related to process improvements, system implementations, and organizational priorities
• Develop and maintain documentation, playbooks, and standard operating procedures for TA processes
• Provide leadership, coaching, and support to team members and stakeholders to ensure alignment with best practices

Manager, TA Ops, Process & Onboarding

Manager, TA Ops – Process & Onboarding

• Conduct site assessments to define project scope, deliverables, constraints, and success criteria in alignment with the statement of work.
• Translate customer requirements into structured project plans, including timelines, milestones, and resource needs.
• Facilitate project kickoff and planning sessions with customer stakeholders to align on scope and execution approach.
• Develop and manage detailed project plans, including timelines, milestones, dependencies, and deliverables.
• Coordinate cross-functional resources to ensure alignment to project schedule and execution objectives.
• Balance competing priorities and adjust plans as needed to maintain project timelines.
• Own end-to-end execution of implementation projects, ensuring delivery against defined scope, timelines, and performance expectations.
• Lead and coordinate cross-functional teams to drive on-time and high-quality project delivery.
• Monitor project execution and resolve issues to ensure successful implementation and service launch.
• Identify project risks, dependencies, and constraints, and develop mitigation strategies to ensure successful delivery.
• Proactively assess risks related to timelines, stakeholder alignment, and site conditions, and drive resolution of issues impacting project progress.
• Coordinate and allocate internal and external resources to meet project deliverables and timelines.
• Collaborate with vendors and service providers to define project scope, schedules, and performance expectations.
• Track project progress against defined milestones and deliverables, ensuring adherence to timelines and scope.
• Provide regular status reporting, highlighting risks, progress, and key decisions.
• Oversee execution of inventory setup and laboratory implementation activities.

Site 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

• 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

• Engage with the sales team on proposal development and accurate estimating, as needed.
• Collaborate monthly with sales to ensure alignment on all customer deliverables and prevent negative gross profit impact.
• Support other business development needs for sales and marketing as needed by management.
• Maintain expert competency in how the entire integration product portfolio integrates and functions.
• Complete all trainings assigned through the OR1 training department, and pursue outside training opportunities to evolve technical expertise.
• Demonstrate technical competency through successful installs with minimal service tickets during the warranty period, and low change orders per project relative to national standards.
• Understand the basics of hospital construction, and maintain expert competency in cable management and termination.
• Lead project planning sessions and manage project progress to ensure deadlines are met.
• Manage relationships with clients and stakeholders throughout the project lifecycle.
• Oversee all incoming and outgoing project documentation, and design risk mitigation plans for each project.
• Deliver projects on time, within budget, and in line with national KPI standards for Customer Success.
• Ensure customers experience a best-in-class installation, including clear, well-documented communication.
• Monitor, collect, and report on customer feedback post-installation to identify process improvement opportunities, proactively soliciting and working to resolve negative feedback.
• Help maintain KARL STORZ's #1 ranking in customer satisfaction by turning customers into lifelong advocates.
• Deliver customer training in a timely, comprehensive manner, and confirm and document product utilization post-install.

• Build trusted relationships across all levels of customer organizations, from technical end users to business executives.
• Build, maintain, and execute strategic account plans for your customers.
• Lead strategic engagements such as 1:many customer enablement, executive business reviews, and new customer onboardings.
• Serve as the primary advisor across technical initiatives and strategic business outcomes.
• Identify and mitigate risks within your customer portfolio.
• Navigate the Chronosphere ecosystem to remove obstacles, drive adoption, and maximize customer value.
• Act as the voice of the customer to influence product development and customer success strategies.
• Drive adoption of Chronosphere’s platform and features, delivering measurable value and communicating ROI.
• Deliver strategic insights to help customers achieve their business goals.
• Contribute to the evolution of Chronosphere's Customer Success playbooks and best practices.

Customer Success Architect

• Develop collaborative relationships across various departments such as sales, actuary, product, marketing and others, as identified.
• Actively collaborate with account managers, clinical sales consultants, and other key stakeholders in preparation for client meetings.
• Support sales when prepping for client meetings.
• Provide support for sales finalist meetings from a clinical services perspective by providing the clinical insight into value to members and clients.
• This is a client-supporting role.
• Support the clinical management team to assure that there are clear expectations for Case Managers & Disease Managers as it relates to specific models and client accounts.
• Provide new client implementation and ongoing support for clinical teams for buy-up products.
• Work with clinical managers to coach nurses on identified opportunities specific to client expectations.
• Serve as primary leader in coordination and preparation for client audits and clinical reviews assuring that all requirements established by the client including contractual obligations are met and staff involved in any onsite reviews are adequately prepared and coached.
• Work with the Member Listening System (MLS) team to align new cohorts or changes in existing cohorts to maintain contractual agreements.
• Liaison between Sales and Clinical teams to field sales and client requests for case management referrals, metrics and case escalations, and success stories.
• Analyze, synthesize, and provide clinical detail on High-Cost Claims & Authorization reports leveraging many systems and programs.
• Serve as the clinical subject matter expert for RFPs.
• Work with the clinical writing team to support the strategy in submissions.
• Manage the day-to-day performance operations for all Well 360 Products.
• Obtain, monitor and analyze data, monitor the performance of the buy-up models.
• Other duties as assigned or requested.

Clinical Client Integration Specialist

• Own end-to-end delivery oversight for complex, high-value MedTech accounts.
• Represent the full portfolio of IQVIA™ information assets delivered to the client.
• Establish and manage delivery governance, including service levels, KPIs, issue escalation, and change management.
• Ensure all contractual deliveries are met with high standards of quality, accuracy, and timeliness.
• Serve as the primary owner of customer satisfaction, ensuring delivery excellence and proactive issue management.
• Collaborate with Sales, Consulting, Delivery, and Solution Specialists to support customer initiatives and revenue goals.

Associate Director, MedTech Customer Success

• Act as a trusted operational partner to Customer Success leadership, translating strategy into scalable execution
• Own and evolve the global Customer Success operating model, ensuring consistency and scalability across regions
• Drive the rhythm of the business (weekly, monthly, quarterly) to proactively identify churn risk and optimize performance
• Define and track KPIs and leading indicators to measure customer health, retention, expansion, and predictability
• Own and enhance the end-to-end Customer Success Manager (CSM) experience, improving workflows, tools, and processes
• Reduce operational friction and increase time spent on high-value customer engagement
• Drive cross-functional alignment with Renewals, Support, Professional Services, Sales, Finance, and Systems teams
• Lead change management initiatives to ensure adoption of new processes, tools, and operating models
• Leverage data, analytics, and AI-driven capabilities to identify churn risk, surface expansion opportunities, and improve predictability
• Partner with systems and analytics teams to build scalable reporting, workflows, and predictive models

Senior Renewals Operations Manager, Customer Success

• Respond to customer inquiries via chat or email
• Provide accurate information on services and policies
• Resolve routine issues such as subscription status updates, refund requests and billing inquiries
• Escalate complex cases to higher-level support when necessary
• Follow clear guidance given by the leadership team when appeasing customers
• Empathetic to customers’ needs but understanding of the business’ bottom line
• Collect and share feedback to external teams to ensure the needs of the customers are being met

Customer Success Associate – Full-Time, Sunday-Thursday 6AM - 2PM EST

Customer Success Associate

Customer Retention Specialist

• Handle incoming cancellation requests professionally and effectively, conducting empathetic discovery conversations to understand customer concerns, pain points, and retention opportunities
• Apply established retention pathways and approved retention solutions, leveraging consultative questioning techniques to identify which solutions address specific customer objections
• Collaborate cross-functionally with Service, Billing, and Operations teams to quickly resolve barriers to retention and prevent future churn
• Drive conversations to closure, finalizing modified agreements and coordinating next steps to ensure smooth implementation and customer handoff
• Maintain meticulous CRM documentation of all customer interactions, outcomes, negotiated terms, and reasoning to enable team learning and accountability
• Consistently meet or exceed monthly retention KPIs including churn rate, renewal conversion rate, NPS targets, and SLA achievement

Retention Specialist

• Regularly assess client needs through consistent and ongoing meetings and email correspondence
• Ensure client satisfaction through timely follow-ups, proactive communication, and strong relationship management
• Manage client expectations across all stages of the customer journey by leading meetings with confidence and providing clear updates and recommendations
• Distinguish between production support items and development/enhancement requests, and work with appropriate teams internally to address
• Oversee multiple client accounts and projects at once with strong attention to detail
• Ability to command a group of individuals in a room quickly and be assertive in a public environment
• Strong internal communication skills including ability to work with all levels of the organization (Executive team, IT, Sales, Marketing, Operations and Finance)
• Work both independently and collaboratively in a fast-paced, evolving environment
• Stay current on product functionality to support client onboarding and explain technical concepts clearly

• Own and evolve the global CRM product strategy and roadmap, aligned to commercial priorities and business objectives.
• Serve as the primary product owner for CRM platforms, translating business needs into clear product requirements and backlog priorities.
• Partner with global and regional commercial stakeholders to ensure CRM capabilities support sales effectiveness, customer engagement, and analytics needs, and integrations with broader commercial functions (marketing automation, customer data).
• Lead cross‑functional collaboration with IT delivery teams, vendors, and architects to ensure high‑quality, on‑time product delivery.
• Govern product lifecycle management, including enhancements, integrations, upgrades, and decommissioning activities.
• Ensure CRM solutions comply with data privacy, security, and regulatory requirements across global markets.
• Track product performance and adoption, using insights to drive continuous improvement and value realization.

Customer Success jobs in Pennsylvania

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Customer Success Manager – Public Sector

Clinical Specialist, Cardiac Rhythm Management – CRM

Marketing Specialist, CRM/Lifecycle

Client Onboarding Lead

System Implementation Specialist

Manager, TA Ops, Process & Onboarding

Manager, TA Ops – Process & Onboarding

Site Implementation Specialist

Senior Implementation Specialist

Senior Customer Success Manager

Customer Success Manager

Customer Success Architect

Clinical Client Integration Specialist

Associate Director, MedTech Customer Success

Senior Renewals Operations Manager, Customer Success

Customer Success Associate – Full-Time, Sunday-Thursday 6AM - 2PM EST

Customer Success Associate

Retention Specialist

Customer Success Manager

Senior Manager, Global CRM