Onboarding Specialist

• Client Onboarding: Manage the onboarding process for new clients by setting clear expectations, defining milestones, and tracking progress against onboarding goals.
• Education & Enablement: Support client education by integrating learning opportunities into onboarding and collaborating with the Content Creation team to prioritize and request the training resources clients need most.
• Process Monitoring: Use data and progress tracking to monitor client health during onboarding, identifying and addressing potential challenges early.
• Client Motivation: Keep clients engaged and motivated throughout onboarding, encouraging adoption of INNERGY processes and best practices.
• Communication: Maintain clear, consistent communication with clients, providing regular updates and documenting all interactions for cross-team visibility.
• Problem Solving: Identify and address challenges such as limited client engagement or resistance to change. Develop strategies to overcome these obstacles and keep onboarding on track.
• Feedback Loop: Gather client feedback throughout onboarding and share insights to help refine onboarding strategies and influence future training content priorities.

• Lead the development and process of customized onboarding plans and timelines for complex client relationships, ensuring full operational readiness by the agreed go-live date.
• Serve as a senior-level subject matter expert on Treasury Management products and services, advising clients and the Treasury Onboarding team on best practices and solution(s) alignment.
• Provide guidance on product capabilities, enhancements, implementation, regulatory considerations, and strategies.
• Maintain proactive, transparent, and strategic communication with clients and internal partners throughout the onboarding lifecycle.
• Deliver client training and ensure a seamless transition to ongoing support teams through a warm handoff process.
• Coordinate with specialized internal departments (e.g., ACH, Lockbox, Wires, Check Services) to ensure timely and accurate implementation of Treasury Management solutions.
• Resolve escalations and ensure alignment with team on client expectations and SLA commitments.
• Lead technical onboarding activities including system configuration, file testing, data mapping, and validation to ensure successful product deployment.
• Collaborate with IT and operations teams to troubleshoot and optimize technical integrations.
• Review and manage Treasury Management agreements, onboarding/offboarding requests, and internal documentation to ensure compliance, accuracy, and secure recordkeeping.
• Partner with leadership to assess regulatory standards and mitigate risk.
• Stay current on industry trends, emerging technologies, and Treasury Management innovations.
• Identify and implement process enhancements that improve efficiency, scalability, and client satisfaction.
• Provide oversight and support for account opening procedures and related documentation ensuring accuracy and adherence to internal policies.
• Perform additional responsibilities as assigned to support departmental goals, strategic initiatives, and client success.

Senior Treasury Management Client Onboarding Specialist

Customer Success Manager

• Engages directly with clients or internal stakeholders across Gartner
• Acts as a connector between internal and external Clients and the Gartner Analyst community
• Provides research and resources to business leaders
• Partners with internal stakeholders on client needs
• Builds strong working relationships with the Gartner Business & Technology Insights Analyst community

Client Engagement Specialist

• Retrieve rate confirmations for all loads, especially contract lane freight, from email, customer platforms, or direct client contact
• Structure every load correctly in Apollo with accurate dates, times, and pickup and delivery locations so it is dispatch ready
• Ensure all loads for the coming week are built in Apollo as early as possible
• Own all required status updates and platform actions for contract lanes and other client platforms
• Audit platform statuses at the start and end of each shift, correcting and documenting any load status that was auto flipped or incorrectly completed
• Monitor the shared inbox and route items requiring another team member's response
• Respond to all client communications within 15 minutes while on shift
• When a driver calls out, contact the client immediately to notify them, provide an updated ETA, and explore whether another carrier could cover the load while an internal solution is worked
• Notify clients immediately of any delay with an updated ETA and clear explanation, and follow up until the load is delivered or resolved
• Own customer exception handling end to end, including escalation when metrics or data signal a problem
• Confirm all loads from each shift are fully closed in Apollo and the client platform before going off shift, with complete departure and arrival times and all billing charges entered
• Identify all potential accessorial charges, including detention, TONU, and dry run, and obtain client approval within the required window, typically 24 to 48 hours after the load event
• Track on time performance and customer facing service metrics
• Maintain a daily communication cadence with clients and share feedback and trends with the commercial and operations teams

• Work with new clients to configure and set up their new site or sites
• Engage with current customers to support their customer experience
• Build and configure new client sites, oversee importing of data for clients
• Provide phone, email, and/or video assistance for customer configuration questions
• Teamwork - contribution to the team in communication, webinars, meeting participation, etc.
• Serve as a product expert, capable of assisting other AxisCare team members on questions they might have.

Customer Onboarding Manager

Implementation Specialist

• Java and C# programming
• Lead and manage multiple technical initiatives, potentially on multiple projects simultaneously.
• Develop with a result-driven approach while maintaining implementation schedules.
• Participate in functional and technical requirements gathering and review
• Create, test, and correct inbound and outbound interfaces based on
• Collaborate with team members including business analysts, project managers, and customer staff
• Serve as a technical expert in implementation projects
• Contribute to the technical documentation

Implementation Consultant, Front-Office Developer, AVP

• 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

• 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

• Manage a high-volume portfolio of established Buildium customers, balancing scaled outreach with targeted 1:1 engagement.
• Conduct customer conversations to understand evolving business objectives, operational challenges, and opportunities to increase value from Buildium.
• Design and execute lifecycle programs that re-engage customers, strengthen adoption, and support continued customer maturity.
• Identify adoption gaps, risk signals, and changes in customer needs, and take appropriate action to improve customer health and retention.
• Identify expansion opportunities and connect customers with relevant Buildium products, services, and resources.
• Analyze customer data, product usage, tenure, and engagement trends to prioritize outreach and optimize lifecycle strategies.
• Act as a strategic advisor within defined touchpoints, helping customers adopt best practices and maximize the value of their Buildium investment.
• Proactively engage customers during key lifecycle moments, including changes in product usage, business growth, organizational transitions, and renewal periods.
• Collaborate cross-functionally with Product, Marketing, Sales, Support, and other Customer Success teams to improve customer outcomes and messaging alignment.
• Share recurring customer feedback, adoption barriers, and lifecycle insights with internal stakeholders.
• Maintain accurate customer data, health indicators, and activity tracking within CRM and other systems.

Mixed Use CSM I

• Manage a portfolio of strategic enterprise customers, driving onboarding, adoption and retention outcomes
• Drive value realization across GTT solutions including SD WAN, SASE and global connectivity services
• Identify and support expansion opportunities in partnership with Sales teams
• Develop and deliver customer success plans aligned to customer goals and lifecycle stages
• Monitor customer health, identify risks and lead proactive mitigation strategies
• Conduct executive level customer engagements including business reviews and roadmap discussions
• Collaborate with Sales, Service Delivery, Product and Engineering to ensure aligned customer outcomes
• Analyze customer data and insights to identify growth opportunities, risks and performance improvements

Senior Customer Success Manager

• Own end-to-end accountability for the post-sale customer experience
• Stand up a scalable, “tech-touch” motion for smaller accounts
• Introduce a consultative, quarterly-business-review-driven engagement model
• Build the Operating System for a Newly Structured CS Organization
• Improve Retention by defining and tracking retention and customer health
• Build a Consultative Motion for Key Accounts
• Develop a Scalable Tech-Touch Motion
• Establish Strong Systems and Improve Operational Rigor

VP, Customer Success

• Responsible for maintaining the HITE for demonstrating operation
• Support the regional field for pre-sales tasks
• Provide training and sales presentations to system integrators and customers
• Provide a weekly report on sales activity and areas of improvement

Customer Success Specialist

• Act as the main point of contact for assigned customers, developing strategic relationships and guiding platform adoption and success planning
• Deliver regular business reviews (QBRs/EBRs), clearly communicating ROI and aligning on success metrics to support retention and expansion
• Understand customers’ industries, goals, and challenges to provide tailored recommendations and align internal and external stakeholders on success objectives
• Promote awareness and usage of key platform features, provide ongoing education, and identify opportunities for expanded adoption
• Proactively monitor customer health, manage escalations, and collaborate with Product, Engineering, Support, and Sales teams to resolve issues and share actionable insights
• Maintain expert knowledge of the product roadmap and communicate relevant updates and enhancements to customers
• Coordinate with internal teams to develop and execute customer success plans, addressing risks before they impact engagement or satisfaction

MidMarket Customer Success Manager

• Configure Hello Patient workflows to match how each practice operates day to day
• Help drive discovery through requirements gathering and stakeholder collaboration
• Validate requirements, manage dependencies, and ensure clean setup and access
• Become an expert in phone configurations and telephony systems
• Setup outbound agent campaigns and performance monitoring
• Extensively test new agents prior to go-live, ensuring quality and reliability
• Help drive the implementation plan, ensuring that weekly milestones are met to launch, and the team is not blocked in any aspect of agent delivery
• Own timelines, stakeholders, and communication to keep projects moving
• Track risks, resolve blockers quickly, and keep expectations clear
• Own & drive 1->10 agent expansions by getting new customer locations live
• Support AI Agent Product Managers on net-new launches and pilots
• Provide structure and coordination (project plan, status updates, risk tracking)
• Help ensure smooth execution while Product/Design own solution definition
• Deliver customer trainings (live + recorded) and create simple enablement materials
• Ensure teams are ready at launch and confident using the product
• Monitor early usage, triage issues, and coordinate fixes to improve adoption

• 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

• Lead onboarding sessions, train customers on platform features, and set them up for long-term success
• Build strong relationships across a portfolio of accounts
• Partner with Sales during the pre-sales process to support proof-of-concept evaluations
• Own the renewal process for your accounts
• Conduct regular reviews to assess performance, identify risks and opportunities
• Actively use AI tools to scale your book of business
• Partner with Product, Sales, and Support to champion customer needs

• 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

• Function as the customer advocate and provide internal feedback on how we can better serve our schools
• Manage all post-sale activity for clients through strong relationship-building, product knowledge, planning and execution
• Maintain a deep understanding of the product and speak with customers about the most relevant features/functionality for their specific business needs
• Increase customer retention through strategic and proactive engagement by ensuring our schools consistently realize value from the GoFan platform
• Track accounts to identify churn risk and work actively to eliminate that risk
• Simultaneously manage multiple customers who are at different points on the account lifecycle

• Lead early clinical, operational, and technical workflow-discovery discussions.
• Assess integration, image-routing, infrastructure, security, resourcing, dependency, and implementation risks before contracting.
• Partner with Sales and Solutions Architecture to establish the preliminary implementation approach, scope, timeline, and client expectations.
• Lead the end-to-end implementation of Cleerly for new and expanded clients in hospitals, health systems, cardiology practices and imaging centers, managing multiple complex projects simultaneously.
• Develop and manage project plans and timelines to drive successful project delivery.
• Act as the primary point of contact for clients during the implementation phase, ensuring clear communication and alignment on project goals.

Senior Implementation Manager

• lead global Customer Engagement Programs
• serve as the primary architect of executive-level customer engagement strategy
• manage the Executive Customer Advisory Board (ECAB) program
• foster long-term partnerships with customers by facilitating high-level dialogue
• act as a trusted advisor to Cisco’s leadership team
• manage end-to-end experience for board members
• partner with product management and marketing teams to develop strategic agendas
• formalize feedback loop between CAB members and Cisco’s internal product and engineering organizations
• collaborate with Sales, Customer Experience, and Marketing teams
• manage program logistics and ensure program scales effectively
• manage outreach and participation for beta/alpha product opportunities

Customer Success jobs in Texas

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Onboarding Specialist

Senior Treasury Management Client Onboarding Specialist

Client Engagement Specialist

Customer Success Manager

Customer Onboarding Manager

Implementation Consultant, Front-Office Developer, AVP

Client Experience Specialist

Client Onboarding Consultant

Mixed Use CSM I

Senior Customer Success Manager

VP, Customer Success

Customer Success Specialist

MidMarket Customer Success Manager

Implementation Specialist

Marketing Specialist, CRM/Lifecycle

Customer Success Manager

System Implementation Specialist

Customer Success Manager

Senior Implementation Manager

Customer Engagement Programs Lead