Onboarding Specialist

• Contribute to the development, documentation, and ongoing refinement of a comprehensive, client‑focused, and scalable client onboarding process for e2E.
• Create, own, and manage assigned client onboarding activities, serving as a key point of contact for accounting and finance‑related onboarding tasks.
• Review prospect introduction call notes and recordings to understand client goals, engagement scope, and onboarding requirements.
• Develop onboarding request lists, timelines, schedules, and agendas, and actively monitor progress against internal and client service‑level agreements (SLAs).
• Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team.
• Establish and manage onboarding schedules and task calendars for each assigned client.
• Coordinate payroll setup activities, including transitioning payroll providers when required.
• Perform general ledger mapping and ensure alignment with e2E accounting standards.
• Review, update, and correct client accounting records to ensure accurate accounting practices and compliance.
• Identify and implement efficiencies within client accounting files, including bank rules, automated processes, and report generation.
• Produce the first month of full‑charge bookkeeping for new clients as part of the onboarding process.
• Ensure accuracy and completeness of all adjusting journal entry schedules.
• Draft accounting manuals and onboarding checklists for new clients using established templates.
• Facilitate a smooth handoff and transition of clients from onboarding to the internal accounting team.
• Initiate and implement continuous improvement efforts to enhance the onboarding experience, internal workflows, efficiency, and scalability.
• Perform additional onboarding tasks and client‑related projects as assigned.

Client Onboarding Consultant

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

• 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 Retention Specialist

• Process all MACD requests (upgrades, downgrades, disconnects, etc)
• Use Retention and Saves skills to retain and win back Business Services customers who are downgrading or disconnecting services
• Meet renewal quota and minimum customer support metrics while performing MACD functions
• Field inbound calls from customers who want to disconnect services and review package for right size opportunities
• Place outbound calls to customers who are up for contract renewal and attempt to retain their business
• Assess churn risk for existing business subscribers and target for retention efforts
• Evaluate and maintain open opportunities via software application/database to track potential customers within the WOW! service area
• Work with existing business customers to analyze their business strategy and future growth plans/initiatives
• Build relationships and negotiating contract terms and rates for existing customers
• Accurately complete paperwork associated with each customer order and/or request
• Maintain retention quotas and tracking daily activity

Business Retention Specialist

Customer Advocate

• Support the Sales Organization by helping ensure teams have the tools, knowledge, and processes needed to succeed
• Serve as the primary advocate for customers during the sales-to-install journey
• Communicate directly with customers throughout the construction and installation process for new sales
• Support customers by providing updates and helping ensure a smooth transition through installation
• Address customer escalations and routing issues to the appropriate repair teams for follow-up
• Work closely with Sales Representatives to resolve issues and improve the customer experience
• Support accurate order processing and successful customer delivery by performing quality analysis of service agreements
• Partnering with Sales Representatives to correct rejected orders and resubmit them to order entry
• Process and track Construction Capital Approvals for potential customers
• Support sales leadership through reporting and analysis by uploading reports for local Sales Managers and Directors
• Review reports to identify trends, patterns, and opportunities for improvement

Sales Advocate

• Serve as the primary point of contact for assigned clients, ensuring strong and lasting relationships through proactive customer engagement techniques such as regular check-ins, tailored communication plans, and the use of CRM tools to track and enhance interactions.
• Address client inquiries and concerns promptly to maintain satisfaction and build trust.
• Assist in creating and managing detailed project plans and timelines under the guidance of the Customer Success Manager.
• Lead on-site launch events and facilitate virtual and in-person resident engagement activities.
• Collect and report client feedback using Voice of Customer (VoC) methodologies such as surveys, interviews, and data analytics to identify areas for service enhancement and inform strategic decisions.
• Work closely with the Customer Success Manager to prepare materials for client account reviews and strategy discussions.

Customer Success Coordinator

• 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

• An ACA Customer Success Manager manages the various stages of the Selerix ACA process, ensuring compliance with IRS filing and employer reporting requirements
• This position is the primary liaison between the client and Selerix for ACA reporting
• They work in conjunction with Selerix management and leadership to deliver best in class ACA reporting services
• Conduct onboarding meetings for new ACA clients using the established workflow
• Responsible for the initial configuration of the company in software
• Conduct training sessions with clients following established timelines and processes
• Maintain all required records and timelines in Monday.com
• Configures user credentials and provides them to the client team
• Following established processes and procedures, creates and configures setups based on client information
• Consistently maintains security and confidentiality of all client data per Selerix company policy and HIPAA requirements
• Participate in staff meetings, conference calls, and other meetings, as needed
• Performs other duties as required

• 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

• Drive Customer Value & Growth
• Ensure every customer experiences consistent, high-quality engagement throughout their lifecycle.
• Partner with Sales, Renewals, and Services leadership to drive adoption, retention, and expansion across the customer base.
• Model and coach a cohesive account team approach — ensuring CSMs, TAMs, Account Executives, and Renewal Managers operate as a unified team aligned on customer outcomes.
• Provide executive sponsorship for strategic accounts and serve as a trusted advisor to C-level customer stakeholders.
• Cultivate Deep Product Expertise
• Uphold one of the hallmarks of Highspot’s Customer Success team by developing and maintaining deep knowledge of our platform and its integrations within customer environments.
• Ensure the CSM organization is equipped to provide best practices, training, and guidance that maximize customer value and adoption.
• Champion product expertise as a differentiator, reinforcing credibility and trust with customers at every level.
• Foster a High-Performance Culture
• Lead with a people-first mindset — genuinely investing in the development, wellbeing, and career growth of every member of your team.
• Hire, coach, and develop top talent at every level of the CSM org, leading with high emotional intelligence and self-awareness.
• Set and uphold high performance and engagement standards, balancing accountability with empathy.
• Cultivate a culture that embodies Highspot’s guiding principles, especially “Enjoy the Ride.”
• Drive Commercial Impact & Retention
• Lead a team in owning and exceeding a dedicated customer retention target for your assigned strategic portfolio.
• Drive adoption of MEDDPICC sales methodology.
• Ensure your CSMs run proactive renewal validation — confirming stakeholder alignment, surfacing risk, and documenting customer value — in close partnership with their Renewal Managers.
• Maintain forecasting accuracy for renewals and expansion, providing reliable, data-driven insights to leadership.
• Drive your CSMs to surface and qualify expansion opportunities in partnership with Account Executives who own the commercial relationship, stepping in to support key deals as needed.
• Collaborate Cross-Functionally
• Partner with Product leadership to channel customer insights into product strategy and innovation.
• Work with Marketing and Sales to align on customer advocacy, referenceability, and expansion opportunities.
• Collaborate with Operations and Analytics to ensure data-driven decision-making across the CSM function.
• Lead & Scale the Organization
• Build and inspire a segment-focused Customer Success team that sets the standard for excellence across Enterprise and Strategic accounts.
• Implement scalable processes, tools, and metrics that drive efficiency, consistency, and predictable outcomes.
• Develop the leadership bench within the CSM org, ensuring succession planning and long-term organizational strength.

Director, Customer Success Management

• As a Clinical Retention Specialist, support customer retention through high-impact education and clinical consultation.
• Conduct proactive outreach to assess satisfaction and resolve concerns.
• Collaborate with internal teams and healthcare providers to enhance regional engagement strategies.
• Accurately document customer interactions and review engagement data to identify trends.
• Maintain current clinical licensure and CDCES certification to ensure compliant, accurate guidance.

Clinical Retention Specialist – South Region

• Serve as a key member of the school leadership team, focused on advancing student recruitment, family engagement, scholarship accessibility, and enrollment sustainability.
• Partner closely with school leaders to support strategic growth initiatives, strengthen family relationships, and ensure students and families receive personalized guidance throughout the enrollment and retention journey.
• Provide leadership and oversight of Opportunity Scholarship (OS), ESA+, and other tuition assistance programs while serving as a primary resource for families navigating enrollment, funding, and school engagement processes.
• Develop and implement targeted outreach campaigns, re-registration initiatives, and student retention strategies designed to support enrollment growth and long-term student success.
• Cultivate a strong sense of community, serve as a trusted liaison between families and school leadership, and contribute to strategic planning efforts that enhance the overall student and family experience.

School Engagement – Student Success Manager

• Implement and deliver ALEX to customers
• Troubleshoot customer issues and resolve them delightfully
• Collaborate with internal teams to find helpful solutions
• Analyze customer benefit packages and customer-specific software builds to determine fit with Jellyvision’s proprietary software
• Document and communicate any customer-product fit issues you identify both internally and externally and propose ways to resolve them
• Build excellent rapport with customers
• Communicate project schedules and progress to customers so that they always know where we are in completing each release
• Think at least two steps ahead to try to make everyone’s lives smoother and happier
• Document process and product issues and ideas for improvement so that we are continually getting better at what we do and how we do it

Implementation Manager

• Aid company growth by nourishing, building, and growing relationships across a portfolio of clients
• Establish clear goals, milestones and metrics that you and the Customer will be working towards; periodically re-assessing and reviewing these with the Customer
• Understand and align with your clients business goals, most importantly using the Energage platform to help them in achieving those goals
• Work collaboratively with a variety of other departments, such as Onboarding and Support, Consulting Solutions, Partnerships, and Contracts to ensure ongoing customer satisfaction and retention
• Contribute to revenue generation through renewals and account expansion by identifying upselling opportunities for consulting services and cross-selling new products
• Completing regular checkpoints via phone and email, sending relevant marketing content, etc.

• Provide front-line support to clients via phone, email, and live chat, delivering timely and accurate guidance on ClearStar’s platforms including Aurora, ScreenMeNow, MIS Admin, and Gateway Tools.
• Troubleshoot client issues, analyze service configurations, and deliver clear, actionable solutions.
• Document all case activity from intake through resolution using Zendesk CRM with accuracy and consistency.
• Manage multiple active priorities and cases independently while maintaining quality and follow-through.
• Support client training needs through virtual demos and screen-sharing sessions via MS Teams.
• Explain technical concepts and platform functionality clearly and accessibly to clients with varying levels of technical fluency.
• Provide input on platform features, documentation, and support resources to improve the overall client experience.
• Collaborate with internal teams—including Technical Services, Records & Verification, Sales, Implementation, and Account Management—to resolve cases and ensure accurate client configurations.
• Assist with order management tasks and supplier configuration updates as needed.
• Participate in system testing and quality assurance activities for new features, platform updates, and configuration changes.
• Contribute to internal process improvements and knowledge base development.

Customer Success Advocate

• Own value creation and drive adoption, retention, renewals, and expansions across a portfolio of hospitals and health systems for the Incredible Health Career Marketplace and Incredible Health Lyn.
• Serve as a strategic advisor from post-onboarding through renewal, including optimizing hiring funnels, rolling out new capabilities, refining processes, and aligning to system-level workforce goals.
• Lead executive engagement with regular executive business reviews, clear success plans, and decisive follow-through.
• Use AI daily, including building AI agents and workflow automations that accelerate reporting, insights, and client execution.
• Translate data into clear narratives and action plans that earn buy-in from clinical, human resources, and C-suite leaders.
• Navigate complex stakeholder landscapes across multiple sites and service lines, including setting shared goals, unblocking dependencies, and delivering timely outcomes.
• Partner cross-functionally to deliver a unified, high-quality client experience and capture voice-of-customer insights to inform roadmaps and service improvements.
• Operate with autonomy and creativity, communicating proactively and moving fast without sacrificing quality.

Enterprise Customer Success Manager – AI-native

• 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.

• Lead, coach, and develop a team of Customer Success Managers to deliver strong customer outcomes, retention, and growth
• Establish clear team goals, operating plans, and success metrics aligned with organizational priorities
• Drive consistent execution of customer success strategies, ensuring scalable and repeatable engagement models across the portfolio
• Guide development and execution of Customer Success Plans that align to customer business objectives and KPIs
• Enable identification and execution of expansion opportunities through increased product adoption and value realization
• Drive proactive risk management strategies that improve customer health and reduce churn
• Partner cross functionally with Sales, Professional Services, and Renewals teams to align on customer strategy and lifecycle execution
• Ensure seamless coordination of implementation, adoption, and ongoing success activities across the customer journey
• Support development of customer advocacy, reference programs, and success storytelling
• Use data and insights to influence strategy, improve team performance, and optimize customer outcomes

Customer Success jobs in South Carolina

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Client Onboarding Consultant

Senior Implementation Specialist

Senior Customer Success Manager

Customer Onboarding Specialist

Business Retention Specialist

Sales Advocate

Customer Success Coordinator

Client Advocate – Paralegal

Customer Success Manager

Onboarding Manager

Director, Customer Success Management

Clinical Retention Specialist – South Region

School Engagement – Student Success Manager

Implementation Manager

Customer Success Manager

Customer Success Advocate

Enterprise Customer Success Manager – AI-native

Implementation Specialist 2

Customer Success Manager

Senior Manager, Customer Success