Customer Success Manager

• Support the Senior Customer Success Manager team
• Provide white glove service to Censis customers
• Ensure successful product use, retention, and a positive experience for clients
• Grow client utilization and subscription footprint
• Serve as an internal advocate for the customer
• Manage requests from current customers
• Support QBR preparation
• Coordinate and complete onsite and virtual visits
• Triage and route customer inquiries
• Collaborate with cross-functional teams
• Support special projects as assigned.

Associate Customer Success Management

• Assist clients with vacation planning and recommendations
• Research destinations, accommodations, cruises, and vacation packages
• Prepare customized proposals and itineraries
• Coordinate reservations with preferred suppliers
• Maintain detailed client communications
• Participate in ongoing professional development and supplier training
• Build a strong referral-based client network

Client Experience Specialist

• Set goals for specific accounts, primarily responsible for OEM/ODM major accounts.
• Manage Customer escalations and return-material-authorizations (RMAs).
• Coordinate multiple sites and functions to exceed customers' expectations.
• Own results of Pre-Sales, Post-Sales and Customer satisfaction.
• In charge of delivering growth and maintaining an opportunity pipeline.
• Relationship management with Customer at executive/resolution-making levels.
• Accountable for projects/initiatives and drives site focus on efficiency programs.
• On-Site Customer and offline Data Center relationship management and information flow, developing growth through next generation.
• Accountable for delivery on Customer Satisfaction and customer KPI scoring across all sites.
• In charge of improving communication including leading, documenting meeting minutes, actions, owners, due dates, etc.
• In charge of making process improvements and driving best practices across multi-sites.
• Ensures all client programs execute to contract, hitting key KPIs.
• Control of tracking risks on the business and reporting to SMC business accordingly.
• Responsible for working closely with Sales Account Manager to create and deliver quarterly business reviews and establishing a cadence for standard reporting.
• Schedule and lead recurring customer touchpoints in coordination with Sales and other internal teams.

Senior Sales Manager – Customer Success

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

• Identify and define a growth strategy in the market for the business
• Consistently exceed monthly, quarterly and annual sales targets and expect to be well-compensated for results
• Manage the sales process end to end, proactively managing our internal teams to ensure completion of the implementation process

New Business Sales – Automotive CRM

• Communicate directly with clients to build trusting relationships both digitally and over the phone.
• Execute regular account reviews with your assigned accounts; maintaining a high retention rate and translating value-based results to our customers.
• Review, analyze, and communicate areas of opportunity within the scope of internet marketing strategy on an individualized basis per account.
• Identify and troubleshoot underperforming client accounts by tracking and measuring performance over time with tools such as Call Data, Google Analytics, Google Ads, SEO ranking trackers, and Web Form Submissions.
• Document, maintain, and follow through with accurate customer notes and data within the company’s CRM tool.
• Work cross-functionally with Sales, Development, Production & Marketing Services teams to drive results for our customers.

Product Adoption Specialist

• Manage and implement training initiatives related to workflow/process as well as computer programs, software and applications
• Communicate and collaborate with firm leadership to ensure all strategic initiatives are being supported from a training perspective
• Develop programming to promote skill development to enhance user expertise and improve productivity of the Firm’s employees
• Deliver new hire orientation; oversee new hire onboarding and other developmental training programs including conducting follow-ups to quickly integrate new hires into the Firm
• Proactively establish positive working relationships across the firm, partnering with the department chairs within the organization
• Collaborate with administrative and attorney practice leaders to analyze training needs
• Create documentation for all trainings and develop/manage repository for training resources

Training and Technology Adoption Manager

• Lead customer onboarding, acting as the primary point of contact to ensure a smooth and value-driven implementation process.
• Develop strong, trusted relationships with key stakeholders at all levels, understanding their strategic goals and aligning DexoryView’s capabilities accordingly.
• Deliver customer training and workshops onsite and virtually, ensuring teams are confident using the platform and fully understand its benefits.
• Create and manage Success Plans for customers, mapping business goals to platform usage, with clear KPIs and milestones.
• Monitor account health through usage data, feedback, and engagement signals to proactively address risks and drive retention.
• Own customer renewals and upsell opportunities, identifying ways to expand usage and advocate for new features that meet evolving needs.
• Collaborate with Sales, Product, and Engineering teams to ensure the customer voice is represented and customer outcomes are delivered.
• Gather and report customer feedback, using insights to shape ongoing product development and customer enablement strategies.

Customer Success Manager – US, Mid West, West Coast

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

• Build Trusted Client Relationships: Develop and maintain productive, professional relationships with executive and operational stakeholders across strategic client accounts.
• Establish credibility through a deep understanding of client business priorities, organizational structure, and success metrics.
• Serve as a trusted advisor, providing strategic recommendations and thought leadership that support client objectives.
• Build strong 1:1 partnerships with health plan leaders and key decision-makers to strengthen long-term client relationships.
• Own Client Performance & Outcomes: Monitor and analyze performance across utilization, engagement, clinical and quality outcomes, satisfaction, and other key business metrics.
• Track client health, identifying risks and opportunities early, and proactively driving plans to address them.
• Partner with internal teams to ensure delivery against client expectations, commitments, and value-based care arrangements.
• Translate complex performance data into clear, compelling stories that demonstrate value and ROI.
• Lead quarterly business reviews and strategic planning discussions, internally and externally.
• Drive Retention & Support Growth: Develop strategic account plans that align client goals with Vori's long-term partnership strategy.
• Surface client needs, market dynamics, and payer insights internally to inform commercial strategy and product direction.
• Help clients stay informed about new capabilities, offerings, and opportunities to expand impact.
• Partner closely with Sales to identify and execute against expansion opportunities, and drive broader account growth strategy.
• Develop and lead proactive renewal strategy and execution timeline, with support from Client Success leadership.
• Deliver a Seamless Client Experience: Coordinate internally across Sales, Clinical, Operations, Product, Marketing, and Implementation to ensure a high-quality, consistent experience.
• Serve as Client Success lead on cross-functional initiatives that improve client performance, experience, and overall partnership success.
• Support development and execution of member engagement strategies in partnership with Marketing.
• Manage strategic client communications, performance reporting, issue resolution, and action planning with strong follow-through.
• Contribute to improving Client Success processes, tools, reporting, and best practices.
• Help Shape the Future of Client Success: Identify trends, market insights, and opportunities across the portfolio and communicate findings to leadership.
• Serve as a subject matter expert on health plans, payer strategy, and client success best practices.
• Contribute to the evolution of Vori's Client Success strategy, operating model, and client experience.
• Provide guidance and mentorship to junior members of the client success team, helping to cultivate a high performing team at all levels of the Client Success organization.

Director, Client Success

• Performs administration duties for the Identity and Authentication platforms
• Develops and maintains detailed technical documentation related to the Customer Authentication and Identity platforms including on-premise and cloud-based deployments
• Serves as support for architecture, support, engineering, and application development issues related to Customer Authentication and Identity
• Analyzes, troubleshoots, and develops third-party integrations for related authentication and identity tools
• Assists with establishes plans and protocols to protect data and information systems against unauthorized access, modification, and/or destruction
• Assists with compiling technical reports on daily activities
• Analyzes and advises on new authentication technologies and program conformance
• Maintains knowledge of current and emerging technologies and advancements associated with Omni-channel and Digital Authentication and Identity offerings including Cyber Crime related activities
• Analyzes security scenarios and provides data-driven solutions and recommendations to management
• Ensures compliance with risk management programs, rules and regulations, and cybersecurity practices; identifies opportunities for and supports process improvements; applies disciplined change management practices

Customer Authentication Engineer

• 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

• Configure system as needed and work within the team to meet client deliverables; including, but not limited to: Configuring system as needed based on client provided requirements
• Testing new and existing system functionality to ensure accuracy of client system configuration with integration, regression and acceptance test plans
• Develop expertise building the technology solutions
• Maintain thorough understanding of all internal systems to respond to general and specialized client requests
• Verify technical reference information, including user guides, training manuals, and system requirements
• Provide resolution of client issues by responding to questions and concerns about the use of HUB International products; ability to leverage research to find resolution
• Train clients on the use of system and provide demonstrations as needed
• Update sites as requirements change each plan year or as needed throughout the plan year (this includes benefit class matrix, requirements document, rates, permissions, field options, site text)
• Provide open communication to HUB International customers in a pleasant, professional manner with a can-do attitude
• Stay up to date on industry trends and best practices and perform additional responsibilities as assigned.

Employee Benefits Implementation Specialist

• Own the full customer lifecycle for a focused portfolio of global, strategic accounts
• Embed as a trusted advisor across decentralized buying centers
• Act as the “quarterback” for a global virtual account team
• Design and scale AI-powered customer programs
• Drive adoption and consumption growth
• Own expansion and upsell motions directly on retention-focused accounts
• Lead strategic success planning, QBRs, and EBRs
• Guide high-stakes consolidation and “build vs. buy” evaluations
• Navigate complex commercial and governance realities
• Build compelling demonstrations, executive presentations, and business value documents
• Serve as the vital link between customers and Branch

Strategic Customer Success Manager – MarTech / AdTech

• Manage the full onboarding lifecycle for new hires, from offer acceptance through Day 1 and successful transition into the organization.
• Coordinate all pre-employment activities, including background checks, drug screens, employee health screenings, I-9 completion, and required onboarding documentation.
• Serve as the primary point of contact for candidates, hiring managers, facilities, and internal stakeholders throughout the onboarding process, ensuring timely communication and an exceptional candidate experience.
• Schedule and coordinate onboarding activities, orientation sessions, training, and meetings with key stakeholders.
• Monitor onboarding progress to ensure all employment requirements and compliance deadlines are met prior to start date.
• Respond to escalated onboarding inquiries and ServiceNow tickets, researching and resolving issues in a timely manner.
• Facilitate onboarding sessions introducing new hires to company policies, culture, and organizational expectations.
• Partner with hiring managers and operational leaders to ensure new employees have the tools, access, and resources needed for a successful start.
• Conduct regular follow-up with new hires and leaders to support a smooth transition and address questions or concerns.
• Maintain accurate documentation within the Applicant Tracking System (ATS) and other HR systems to ensure compliance with company policies and regulatory requirements.
• Support ongoing process improvement initiatives by identifying opportunities to enhance the onboarding experience and improve operational efficiency.
• Utilize Microsoft Excel and other Microsoft Office applications to manage onboarding data, track progress, and maintain reporting.
• Ensure confidentiality while handling sensitive employee information and maintain compliance with HIPAA, I-9, state employment regulations, and organizational policies.
• Collaborate effectively within a remote, high-volume team environment while managing multiple onboarding assignments simultaneously.

• 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

• Serve as key support contact for providers, responding to inquiries and resolving issues in a timely and professional manner.
• Build and maintain positive relationships with Marketplace providers to promote engagement and satisfaction.
• Actively manage procedure additions and deletions, and create new bundles as needed.
• Manage customer requests and follow established processes for issue resolution.
• Monitor customer activity and proactively identify opportunities to improve the customer experience, including mitigating partner attrition.
• Provide guidance on Marketplace tools, features, and best practices.

Customer Success Associate

• 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

• Serve as the face and voice of Highspot to customers in your portfolio and as “the buck stops with you” owner of those customer relationships internally at Highspot
• Deeply understand your customer’s needs, thoughtfully helping business leaders to find opportunities to expand value, our footprint and depth of engagement
• Manage relationships with solution owners (Enablement, Marketing, Ops, etc.) to drive product usage and engagement
• Multi-thread to any stakeholder you need to engage across Enablement, Sales, Marketing, Operations, Finance, IT, and others at all levels (ATL, OTL, and BTL) to accomplish your goals; in the event of key customer stakeholder turnover, you seek and build replacement relationships
• Collaborate with customers to develop a mutual value plan
• Analyze your portfolio, identify risks and opportunities, and prioritize for impact
• Collaborate with your Account Management partners in the event of renewal risk; project manage the plan to “get to green churn risk”
• You will be responsible for identifying expansion opportunities, which you will pass on to the Account Management team
• Partner internally with Deployment Consultants, Technical Account Managers, Support, and Professional Services to optimize customer implementations and resolve technical challenges
• Help customers realize the full value of the Highspot platform; the CSM should allow the Solution Owner and ATL to believe their company has achieved ROI from Highspot that they can quantify and explain
• Drive product adoption and ongoing usage of Highspot with a focus on making Highspot an essential platform for the customer while promoting customer satisfaction and advocacy
• Identify opportunities to sell add-on services in support of achieving customer goals
• Ensure execution of customer maturity and technical discussions via coordinating solutions internally across engineering, marketing, product, and support teams

Customer Success jobs in Tennessee

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Associate Customer Success Management

Client Experience Specialist

Senior Sales Manager – Customer Success

Client Onboarding Consultant

New Business Sales – Automotive CRM

Customer Success Manager

Training and Technology Adoption Manager

Customer Success Manager – US, Mid West, West Coast

Senior Implementation Specialist

Senior Customer Success Manager

Director, Client Success

Customer Authentication Engineer

Customer Onboarding Specialist

Employee Benefits Implementation Specialist

Strategic Customer Success Manager – MarTech / AdTech

Onboarding Specialist

Customer Success Coordinator

Customer Success Associate

Customer Success Operations Lead

Senior Customer Success Manager