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

Customer Success Manager

• 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

• Manages accounts to ensure positive customer experience, sustained and enhanced customer relationships, and revenue growth within accounts.
• Handles onboarding and ongoing training to increase retention and uncover upsells.
• Responsible for meeting/exceeding assigned renewal rate and growth targets.
• Tracks at risk, non-renewal, pending, and lost renewals including reasons for cancellation.
• Clearly understands all product offering, subscription and renewal licensing models.
• Supports assigned client base and responds timely to customer inquiries and promptly follow-ups on customer related issues.
• Collaborates with Sales, Marketing, Channel, and Technical teams to share, develop and build global market intelligence including information related to customers, market trends, supply and demand.
• Conducts quarterly business review virtual visits with at least 75% of accounts in their renewal year.
• Travel required less than 25% of the time.

Customer Success Representative

Customer Advocate

• Professionally manage a high volume of phone calls and email correspondence with clients and their families providing status updates and answering questions
• Utilize internal systems to retrieve relevant information and provide accurate status updates
• Adeptly multitask to ensure efficient handling of client queries while maintaining a high level of professionalism
• Draft basic forms
• Draft written correspondence to clients and VA
• Update CCK's case management program files with all client conversations, pertinent correspondence, and information
• Attend training sessions as directed by the supervisor
• Assist with the training of new Client Advocate/Paralegals as needed

Client Advocate – Paralegal

Onboarding Specialist

• Own onboarding from sales handoff through launch and first 30 days post-go-live
• Serve as the primary point of contact, aligning expectations, timelines, and technical requirements
• Ensure accurate, predictable go-lives and a smooth transition to Support/CSM teams
• Configure Tapcheck’s platform and manage data accuracy across Salesforce and internal tools
• Troubleshoot integration, payroll/timekeeping, and data-flow issues with urgency
• Work with third-party vendors when resolving complex or enterprise-level setups
• Validate deductions, sync behavior, and critical data flows after launch
• Identify and resolve issues quickly to stabilize clients within their first 30 days
• Partner with Sales, Product, Engineering, Support, and CSMs to remove blockers and improve reliability
• Maintain and refine documentation, SOPs, and onboarding tooling
• Contribute to scalable, automated onboarding workflows through our platform, OnRamp

Onboarding Manager

Customer Retention Specialist

• Act as an expert clinical resource for complex diabetes management scenarios requiring advanced judgment and intervention.
• Deliver advanced, personalized clinical education and training via phone and virtual platforms.
• Manage clinical retention quotas assigned for a defined geographic region.
• Execute established retention strategies while tailoring engagement approaches to individual patient and regional needs.
• Assess and address multidimensional barriers to therapy continuation (clinical, behavioral, psychosocial, logistical, or access-related).

Senior Clinical Retention Specialist – North (MA, NY, PA, NJ, ME, CT, RI, NH, VT)

• Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected).
• Consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals.
• Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors.
• Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience.
• Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-quality experience.
• Accurately log all user interactions, challenges, and outcomes in our internal CRM system.
• Identify and escalate recurring user pain points to improve the overall experience.
• Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners.
• Support additional projects or initiatives as needed in a fast-paced, collaborative environment.

Client Experience Specialist

• 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

• Be on the front-lines and ensure our customers increase the safety, efficiency, and sustainability of their operations with our IoT platform.
• Manage the deployment of Samsara technology to large-scale US Public Sector customers.
• Create launch plans and a roadmap to increase product usage.
• Track implementation progress, participation, product adoption, and account health.
• Run training sessions, demonstrate Samsara’s technology, and work through challenges with customers.
• Juggle multiple customer engagements in parallel and work cross-functionally.

Strategic Implementation Consultant – Public Sector

• Consult homeowners on vacation rental best practices for providing 5-star guest experiences and the impact guest reviews have on revenue generation
• Build a strong and strategic relationship with the owner and Evolve
• Respond to homeowners’ inquiries, requests, and needs via phone, email, and text promptly in high-quality touchpoints and hold yourself accountable for the quality and timeliness of your deliverables to ensure strong client relations and partner success
• Onboard and manage a continually moving pipeline of new owner partners from the point of signing up through activation
• Utilize internal dashboards and resources to analyze market-specific data to set realistic expectations for performance and distill information for the owner
• Responsible for making independent and critical business decisions in Evolve's best interest. These decisions may be related to profitability, ROI, or partnership readiness with the property and owner.
• Collect relevant property details and utilize Evolve tools and resources to ensure brand standards and expectations are met
• Research, diagnose, and recommend solutions to scenarios or problems that are varied but similar by utilizing resources and adapting solutions for specific situations
• Maintain adherence to team and company standard operating procedure (SOP) while meeting performance and behavior expectations
• Hold yourself accountable for measuring and meeting predefined performance objectives

Customer Success jobs in Rhode Island

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Senior Implementation Specialist

Senior Customer Success Manager

Customer Success Representative

Client Advocate – Paralegal

Onboarding Manager

Senior Clinical Retention Specialist – North (MA, NY, PA, NJ, ME, CT, RI, NH, VT)

Client Experience Specialist

Senior Customer Success Manager

Strategic Implementation Consultant – Public Sector

Customer Onboarding Consultant