Customer Success Manager

• The Customer Success Manager is the primary point of contact between Net Driven and our customers, delivering the highest level of service via phone, email, and web meetings.
• This position uncovers each customer's goals and proactively recommends marketing solutions that address their needs, with the aim of retaining and growing their partnership with Net Driven.
• A successful person in this role becomes a true customer partner — helping dealers sell, service, and retain more customers, while expanding their shop's revenue opportunities.
• Help independent auto service and tire businesses thrive in a competitive market space.
• Become an expert on all Net Driven products (within the first 90 days of employment).
• Consistently lead quarterly business reviews with your portfolio of customers.
• Build strong customer relationships through remote, web meetings and professional virtual communication.
• Respond quickly and persistently to customer issues, working to resolve concerns in a timely and effective manner.
• Identify customer needs, communicate the value of relevant products and services, and refer qualified sales opportunities to the Sales Team.
• Consistently work to retain your book of business by successfully identifying at-risk customers and taking proactive actions to save.
• Contribute and support positive customer satisfaction scores by providing best-in-class service (CSAT/NPS).
• Maintain and uphold all internal processes and procedures.
• Proactively seek to improve tasks and meet company goals.
• Become an expert on and use a robust set of business tools—including Salesforce, Jiminny, Power BI, and Vonage - to manage customer relationships, track performance, support communication, and uncover opportunities for improvement.

• The Customer Success Manager is the primary point of contact between Net Driven and our customers, delivering the highest level of service via phone, email, and web meetings.
• Uncovers each customer's goals and proactively recommends marketing solutions that address their needs, with the aim of retaining and growing their partnership with Net Driven.
• Help independent auto service and tire businesses thrive in a competitive market space.
• Consistently lead quarterly business reviews with your portfolio of customers.
• Build strong customer relationships through remote, web meetings and professional virtual communication.
• Respond quickly and persistently to customer issues, working to resolve concerns in a timely and effective manner.
• Identify customer needs, communicate the value of relevant products and services, and refer qualified sales opportunities to the Sales Team.
• Consistently work to retain your book of business by successfully identifying at-risk customers and taking proactive actions to save.
• Contribute and support positive customer satisfaction scores by providing best-in-class service (CSAT/NPS).
• Maintain and uphold all internal processes and procedures.
• Proactively seek to improve tasks and meet company goals.
• Become an expert on and use a robust set of business tools—including Salesforce, Jiminny, Power BI, and Vonage - to manage customer relationships, track performance, support communication, and uncover opportunities for improvement.

Onboarding Specialist

• Own a portfolio of roughly 20 concurrent implementations for Kojo's largest customers
• Scope engagement's requirements, deliverables, and timelines with stakeholders
• Sequence new customer product training as per role priorities
• Build relationships across key stakeholders in customer organizations
• Track usage against account adoption goals, addressing issues proactively
• Use AI-assisted analysis to identify emerging themes and customer signals
• Synthesize feedback into actionable analytics for product development

Customer Onboarding Manager, Enterprise

• Help independent auto service and tire businesses thrive in a competitive market space.
• Become an expert on all Net Driven products (within the first 90 days of employment).
• Consistently lead quarterly business reviews with your portfolio of customers.
• Build strong customer relationships through remote, web meetings and professional virtual communication.
• Respond quickly and persistently to customer issues, working to resolve concerns in a timely and effective manner.
• Identify customer needs, communicate the value of relevant products and services, and refer qualified sales opportunities to the Sales Team.
• Consistently work to retain your book of business by successfully identifying at-risk customers and taking proactive actions to save.
• Contribute and support positive customer satisfaction scores by providing best-in-class service (CSAT/NPS).
• Maintain and uphold all internal processes and procedures.
• Proactively seek to improve tasks and meet company goals.
• Become an expert on and use a robust set of business tools—including Salesforce, Jiminny, Power BI, and Vonage - to manage customer relationships, track performance, support communication, and uncover opportunities for improvement.

• The Customer Success Manager is the primary point of contact between Net Driven and our customers, delivering the highest level of service via phone, email, and web meetings.
• This position uncovers each customer's goals and proactively recommends marketing solutions that address their needs, with the aim of retaining and growing their partnership with Net Driven.
• Help independent auto service and tire businesses thrive in a competitive market space.
• Become an expert on all Net Driven products (within the first 90 days of employment).
• Consistently lead quarterly business reviews with your portfolio of customers.
• Build strong customer relationships through remote, web meetings and professional virtual communication.
• Respond quickly and persistently to customer issues, working to resolve concerns in a timely and effective manner.
• Identify customer needs, communicate the value of relevant products and services, and refer qualified sales opportunities to the Sales Team.
• Consistently work to retain your book of business by successfully identifying at-risk customers and taking proactive actions to save.
• Contribute and support positive customer satisfaction scores by providing best-in-class service (CSAT/NPS).
• Maintain and uphold all internal processes and procedures.
• Proactively seek to improve tasks and meet company goals.
• Become an expert on and use a robust set of business tools—including Salesforce, Jiminny, Power BI, and Vonage - to manage customer relationships, track performance, support communication, and uncover opportunities for improvement.

• CRM Workflow & Process Consulting
• Work with stakeholders to understand how the CRM is used today, then redesign workflows, lead management, pipeline stages, assignment rules, notifications, and reporting around the improved structure.
• Advise stakeholders on CRM best practices and recommend the right Zoho-native approach vs. custom development.
• Guide the client's team through structural changes, including communication, documentation, and light training so adoption sticks.
• Build dashboards and reports that give the client's team clear operational visibility.
• Platform Integration Support
• Support integration between Zoho CRM and the rest of the client's platform using Zoho's REST APIs, webhooks, and middleware.
• Write Deluge functions and scripts where native configuration isn't enough.
• Collaborate with Augusto engineers on integration architecture, data flow, sync strategy, error handling, and API authentication.
• Collaboration & Communication
• Partner with Augusto engineering leads and the client's team to deliver production-ready solutions.
• Explain configuration decisions, trade-offs, and limitations clearly to both technical and non-technical stakeholders.
• Work independently, own deliverables, and communicate progress proactively.

Zoho CRM Specialist

• Owns and delivers joint customer success plan, to help build, grow, and expand client relationships at all levels while driving business alignment on desired outcomes.
• Act as a Trusted Advisor and Business Partner, providing strategic guidance and a path to value to customer Executive Leadership and internal account teams, demonstrating cross functional collaboration.
• Leverage PointClickCare customer success methodology that provides a prescriptive relationship management experience, anticipating customer challenges and meeting them with solutions.
• Provide early warning and turnaround strategies that focus on customer health and churn mitigation. Act as a point of escalation, when required, help manage customer expectations, and develop save plans for at-risk accounts.

Senior Customer Success Manager

Customer Advocate

• Provide information, referrals, and linkage to medical care, mental health services, substance use treatment, housing resources, and other community-based services.
• Assist clients with applications and renewals for public benefits, including Medicaid, SNAP, SSI/SSDI, and housing assistance programs.
• Monitor client progress and conduct follow-up contacts to ensure successful service engagement.
• Support clients in crisis situations by providing immediate assistance and connecting them to appropriate resources.
• Remain informed about HIV/AIDS-related issues, community resources, and changes in public benefits and healthcare systems.
• Accurately document all client interactions and services using internal tracking systems (AWARDS).
• Maintain relationships with external partners to support program accessibility and success.
• Participate in team meetings, staff trainings, and collaborative planning to improve service delivery.
• Adhere to all agency and funder policies including documentation, confidentiality, communication, and conflict resolution protocols.

Client Advocate

• Schedule and run 1:1 onboarding sessions for new users helping them integrate AlphaSense into their workflow.
• Reach out to low activity or dormant users through email and warm calling.
• Support client sessions across a variety of industries and user types.
• Work with Customer Success Managers and Account Managers to keep accounts healthy.
• Assist sales teams by running product overview sessions for trials, joining demos when needed, and helping highlight the platform’s value to prospective users.
• Spot themes, trends, and relevant content during client interactions and share these insights.

Customer Success Associate

• Desenvolvimento de API’s utilizando Node.JS, postgres e/ou Mongodb
• Monitorar a saúde das nossas aplicações;
• Contribuir com evoluções arquiteturais;
• Ajudar com resoluções e melhorias em débitos técnicos;
• Propor novas ideias e soluções arquiteturais reutilizáveis;
• Identificar melhorias no design de nossos códigos e sistemas;
• Participação na direção estratégica no time de engenharia;
• Mentorar e ajudar pessoas a crescerem e evoluírem na carreira;
• Identificar gargalos e melhorias de performance em nosso banco de dados ou API’s;
• Ser referência em relação a boas práticas durante a construção de nossos sistemas e aplicações;
• Garantir que nossos componentes estejam com um bom design de código;
• Garantir que nossos serviços possuem um nível de acoplamento saudável;
• Garantir que as evoluções não diminuam a qualidade e saúde de nossos serviços .

Recomendação Automática

• Serve as a primary point of contact for an assigned portfolio of partners, responding to day-to-day questions and coordinating internal resources as needed.
• Support partner onboarding, including gathering requirements, coordinating internal teams, tracking implementation milestones, and ensuring a smooth go-live on the Fortis platform.
• Conduct regular check-ins and virtual training sessions to drive adoption of Fortis capabilities, tools, and best practices within partner organizations.
• Help partners leverage Fortis go-to-market assets (sales tools, marketing collateral, training content) to drive joint growth and optimize payment experiences for end merchants.
• Monitor partner health and performance using available reports and dashboards; flag risks, surface opportunities, and support preparation of business reviews for Partner Development/Success leadership.
• Collaborate closely with internal teams (Sales/BD, Implementations, Support, Product, Marketing, Risk) to resolve partner issues and remove operational blockers.
• Document and maintain partner configurations, processes, and playbooks to support scalable, repeatable partner success motions.
• Capture partner feedback and recurring themes, and channel them back to Product, Operations, and Leadership to improve Fortis’ partner experience.
• Support management of partner escalations by gathering context, coordinating investigation, and ensuring timely communication back to the partner.

Partner Success Specialist

• Manage onboarding for new commercial relationships, including deposit accounts and treasury management services
• Coordinate the setup of account structures and service configurations
• Facilitate onboarding for products including, but not limited to, online banking, ACH, wires, RDC, and IntraFi (ICS/CDARS) services
• Review and validate all required documentation in accordance with CIP/CDD and internal policies
• Prepare, generate, and distribute account opening and TM service agreements for client execution
• Ensure proper collection, retention, and filing of documentation for audit and compliance purposes
• Maintain familiarity with business entity structures (LLCs, Corporations, Partnerships, Trusts, etc.) and related documentation requirements
• Serve as a primary point of contact during onboarding for TMOs, internal partners, and clients
• Coordinate directly with clients to gather information, clarify requirements, and provide status updates
• Manage the onboarding lifecycle from intake through implementation and handoff to support teams
• Track onboarding status and ensure all steps are completed within expected timelines
• Perform quality assurance checks on account setups and service configurations prior to client handoff
• Support ongoing process improvements and documentation updates
• Provide backup support across onboarding, support, or operations functions as needed
• Perform other duties as assigned

Client Onboarding Specialist

Product Adoption Specialist

• Lead efforts to scale the adoption of Reddit’s priority ads products, increasing advertiser engagement and revenue.
• Develop and manage programs to support product adoption across Large Customer Sales (LCS) advertisers and sales teams in the United States.
• Work directly with advertisers to identify, pitch, activate, onboard, and grow clients with strategic product opportunities.
• Partner closely with Sales, Product, Product Marketing Management (PMM), Revenue Strategy &amp; Analytics teams, GTM Enablement, and more in alignment to strategic goals.
• Equip sales teams with the necessary knowledge, training, collateral, and market insights to effectively position and implement Reddit's ad products.
• Advocate for advertiser needs and identify opportunities and gaps, providing feedback to PMM and Product teams to inform ongoing product development.
• Partner with Sales and Strategy/Ops leadership to understand progress to goal and identify steps that can be taken to accelerate outcomes.

Senior Product Adoption Strategist, Shopping

Customer Retention Specialist

• Monitoring customer health signals across the DP360 dealer base — usage patterns, feature adoption, NPS, support ticket volume, and renewal timelines — to flag at-risk accounts before churn intent is expressed.
• Maintaining and refining a customer risk scoring model, and executing structured outreach cadences that re-engage dealers and reaffirm CRM ROI.
• Partnering with Sales to co-own renewal conversations, and with Marketing on targeted re-engagement campaigns for disengaged segments.
• Owning the save process for customers who’ve submitted cancellations or signaled strong intent to leave, leading structured recovery conversations to retain the account or negotiate resolution.
• Building and maintaining a library of reactive retention playbooks — objection-handling scripts, concession frameworks, and win-back offer guidelines.
• Conducting structured exit interviews with churned customers and feeding root cause data back into retention strategy.
• Owning churn reporting for DP360 — producing regular analysis of churn volume, revenue impact, cohort trends, and risk concentration by segment.
• Building and maintaining a structured view of the CRM competitive landscape, monitoring competitor pricing, features, and switching incentives.
• Acting as the primary CRM retention voice across DP360, feeding structured churn intelligence into Product planning and quarterly business reviews.

Senior CRM Retention Specialist

• Build relationships: Become the trusted Worldia representative for the travel agencies in your assigned region.
• Onboard new agencies: Train newly registered agencies and help them confidently begin using the Worldia platform.
• Activate existing accounts: Reconnect with agencies that have completed training but are not yet booking through Worldia. Identify barriers, provide guidance, and help them succeed.
• Share market insights: Provide feedback on customer needs, product opportunities, and market trends to help improve the advisor experience.

US Regional Ambassador – Travel Advisor, Customer Success

• 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 and grow the team. Manage, coach, and mentor a team of 4 (scaling to 6-9), fostering a culture where going above and beyond is the norm, not the exception
• Own the customer experience. Set the tone and standard for how the team engages with customers — empathetic, relationship-first, and human
• Become a product expert. Deeply understand our product so you can anticipate customer needs, solve problems creatively, and train your team to do the same
• Build for scale — without losing the human touch. Develop processes, playbooks, and systems that support a growing team while preserving the personal, relationship-driven service that sets us apart
• Balance data and intuition. Use metrics and reporting to guide decisions, but never let dashboards replace judgment, empathy, or the ability to read what a customer actually needs
• Drive retention through relationships. Treat customer success as an extension of sales — not through pushy upsells, but by building trust that naturally leads to loyalty and growth
• Handle escalations personally. Step in on the toughest customer situations and model what "above and beyond" looks like
• Hire and onboard future team members as the team scales, protecting the culture as headcount grows

Manager, Customer Success

Implementation Specialist

• Provide client-facing implementation consulting on cloud-based talent acquisition technology solutions.
• Follow delivery methodologies appropriate to the project and the consultant’s role, while promoting industry best practices.
• Deliver high quality execution, completion rates, and maintain high client satisfaction on all engagements.
• Deliver effective change management strategies, including communications, testing and training programs.
• Demonstrate the highest level of ethical behavior and personal integrity.
• Engage in positive and proactive communication with peers and colleagues, building effective relationships within and across the business.
• Apply talent acquisition strategies and concepts in organizations with diverse needs.
• Provide functional process and design support to understand the current and desired future state of people, processes, and technology across multiple technology platforms.
• Gather feedback to accurately assess the business requirements, pain points and gaps facilitating best practice recommendations and the optimal use of SmartRecruiters.
• Be versatile, effective, and continually deepen skill sets in recruitment practices and technology platforms.

Consultant, SmartRecruiters Implementation

• Daily interactions with candidates, via email, phone, text to support and manage the needs through the onboarding process
• Monitor Zendesk and shared email inboxes
• Follow up with new employees to evaluate on-boarding experience and recommend ways to enhance the new hire onboarding programs and experience
• Candidate data management within the ATS system and complete onboarding form
• Follow-up with the Onboarding Coordinators on candidates’ backgrounds, I-9, and fingerprinting
• Preparing onboarding details, requesting of badges, technology needs, and support continuous communication with candidates
• Weekly dashboards/reports on candidate state of readiness within Smartsheet
• Regularly assesses and recommends program changes and enhancements to drive better retention and engagement of new hires

Onboarding Coordinator – Temporary

• Own a portfolio of customer accounts and serve as the primary strategic relationship manager
• Develop trusted relationships with athletic directors, administrators, and key stakeholders
• Lead onboarding transitions and ongoing customer engagement throughout the customer lifecycle
• Conduct seasonal planning meetings, business reviews, and end-of-year reviews with customers
• Drive product adoption and promote best practices across Hometown solutions.
• Monitor customer health, identify risks early, and execute retention strategies
• Own renewal conversations and partner with Sales on expansion and cross-sell opportunities
• Maintain accurate customer records, success plans, and activity in Salesforce
• Analyze customer data to identify trends, risks, and opportunities
• Partner with Product, Support, Professional Services, and Sales to resolve customer needs
• Represent Hometown at customer events, conferences, and on-site meetings as needed
• Consistently deliver an exceptional customer experience aligned with Hometown's HERO values

Customer Success jobs in United States

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Customer Success Manager

Customer Success Manager

Customer Onboarding Manager, Enterprise

Customer Success Manager

Customer Success Manager

Zoho CRM Specialist

Senior Customer Success Manager

Client Advocate

Customer Success Associate

Recomendação Automática

Partner Success Specialist

Client Onboarding Specialist

Senior Product Adoption Strategist, Shopping

Senior CRM Retention Specialist

US Regional Ambassador – Travel Advisor, Customer Success

Onboarding Specialist

Manager, Customer Success

Consultant, SmartRecruiters Implementation

Onboarding Coordinator – Temporary

Customer Success Manager