Product Adoption Specialist

• Deliver S&P’s InTegrity framework
• Run programs that drive adoption of new technologies
• Collaborate with stakeholders to properly align technology with desired business outcomes
• Support the adoption of new/modified EHR and related systems
• Capture organizational change management items, ensuring mitigation of change impacts
• Leverage the stop-start-continue methodology to enhance adoption of new roles and workflows resulting from the Oracle Health Millennium implementation
• Play a supportive role in program events and deliverables
• Leverage solution expertise to engage and advise Oracle Health and our client(s) to ensure a successful implementation
• Manage and complete the development of testing scenarios that correlate with client approved workflows and design

Clinical Adoption Specialist III – Microbiology Consultant

Onboarding Specialist

• Manage end-to-end client implementation: Oversee the full implementation process for new and existing clients, following established standards, project plans, and documentation to ensure a high level of success.
• Support business process improvement: Provide guidance and best practice recommendations to clients during implementation to drive strong adoption and long-term success with our software.
• Serve as the primary client contact: Act as the main point of contact for clients throughout implementation and for designated clients post-implementation.
• Compile compliance reports: Regularly prepare and submit compliance reports to ensure adherence to internal policies and industry regulations.
• Act as a trainer and coach: Serve as a knowledgeable resource for clients, providing ongoing training, support, and coaching to help them maximize the value of 700Credit products.
• Resolve client issues: Analyze and resolve client concerns directly or assist in working through complex issues to ensure effective outcomes.
• Assist in product launches: Support Affiliate and 700Credit product launches, including post-launch follow-up with clients and affiliates to evaluate and improve the customer experience.
• Contribute to team success: Actively support all members of the Implementation team in a productive and constructive manner.
• Track and document client communications: Accurately record all client interactions and communications to maintain clear and up-to-date records.
• Communicate new product features: Keep clients informed of new product features and updates, ensuring they understand new capabilities and how to take advantage of them.
• Provide exceptional customer service: Ensure a consistently high level of service is delivered to clients, maintaining satisfaction and long-term loyalty.
• Generate cross-sell opportunities: Work closely with the sales team to identify and produce cross-sell opportunities that introduce additional products and services to existing clients.

Client Success Onboarding Specialist

Implementation Specialist

• Manage end-to-end client implementation
• Support business process improvement
• Serve as the primary client contact
• Compile compliance reports
• Act as a trainer and coach
• Resolve client issues
• Assist in product launches
• Contribute to team success
• Track and document client communications
• Communicate new product features
• Provide exceptional customer service
• Generate cross-sell opportunities

• Coordinate and track background checks, drug screenings, and I-9 verifications across 20 geographic locations.
• Enter employee profiles into HRIS and payroll systems with 100% accuracy and swift turnaround times.
• Administer and analyze new-hire touchpoint surveys at 30, 60, and 90-day milestones to track candidate satisfaction.
• Multitask under pressure during peak hiring seasons to ensure no new hire falls behind schedule.

Virtual Onboarding Specialist

Customer Success Manager

• Onboard new clients and guide them through product setup, training, and initial usage to ensure successful implementation.
• Serve as the primary point of contact for customer issues, troubleshooting problems, coordinating with support and technical teams, and ensuring timely resolution.
• Act as a subject matter expert; driving best practices across Intralinks products and services.
• Act as a customer advocate internally, helping to shape product roadmaps and service offerings based on customer feedback and industry insights.
• Monitor and drive product adoption and usage, ensuring customers are utilizing the platform to its fullest potential.
• Provide training, resources, and tailored recommendations to help customers achieve success.
• Regularly engage with customers through check-ins, QBRs (Quarterly Business Reviews), and other touchpoints to review progress, offer strategic guidance, and address any concerns or roadblocks.
• Drive customer satisfaction and retention by identifying and mitigating churn risks.
• Participate in contract renewal discussions, ensuring that customers see the value of continued partnership with us.
• Work closely with sales, product, and support teams to relay customer feedback, advocate for customer needs, and influence product development and improvements.
• Identify opportunities for upsell and cross-sell based on customer needs, and work with the account teams to expand product usage and drive additional value for customers.

• Serve as the primary point of contact for customers, fostering strong relationships with government end users and commercial clients.
• Conduct regular Quarterly Business Reviews (QBRs) to communicate progress, gather feedback, and ensure alignment with customer goals.
• Responsible for renewals, upsells, and cross sells.
• Partner closely with engineering and product teams to ensure timely and successful delivery of technical solutions.
• Translate customer needs into actionable requirements, ensuring seamless integration and deployment of our PaaS solutions.
• Guide customers through the Authority to Operate (ATO) compliance process, ensuring they meet necessary security and regulatory standards.
• Stay up-to-date on compliance trends, government requirements, and cloud security best practices to support customer success.
• Serve as a trusted technical advisor, helping customers optimize their use of our platform.
• Advocate for customers by sharing feedback and insights to inform product development and enhancements.
• Monitor customer success metrics, including adoption rates, satisfaction scores, and retention, to identify opportunities for improvement.
• Develop and execute strategies to improve customer outcomes and increase platform utilization.

Mission Success Manager

• Own and manage a book of mid-market customer relationships to showcase the value of Greenhouse and drive gross and net revenue retention
• Dig into each customer's goals through thoughtful discovery and translate them into positive business outcomes you execute and verify
• Build and refine AI-powered workflows that reduce administrative work and scale how you deliver value across your book
• Prioritize strategically across your accounts, deciding which products and features matter most to each customer in a fast-moving, competitive market
• Advocate internally for customer needs to our Support, Product, Engineering, and Sales teams
• Partner with Account Managers throughout the customer lifecycle to prevent churn, surface expansion opportunities, and ensure renewals
• Team up with Implementation Strategists through onboarding to ensure the successful launch of new Greenhouse customers
• Additional projects and responsibilities as business needs require

Customer Success Manager, Mid-Market

• Manage and own the relationship with the client senior leadership team for Experity’s largest and most complicated clients.
• Meet with client management on a regular basis and build relationships at multiple levels.
• Communication cadence to include, at minimum, monthly business reviews and annual on-site leadership meetings.
• Responsible for ensuring service level commitments are met for each client.
• Coordinate and hold accountable internal service teams as necessary to ensure successful delivery of our products and services.
• Support client adherence to prescriptive best practice setup and configuration of our products.
• Monitor performance metrics and aid in identification of opportunities for improvement.
• Maintain an understanding of the urgent care business model, client workflows and common market problems.
• Provide system and industry expertise with consultative approach focused on ensuring optimal utilization and realized value of Experity solutions.
• Increase customer satisfaction by understanding business needs and supporting expanded utilization of Experity solutions.
• Elevate client relationships from vendor/partner to trusted business advisor.
• Provide revenue cycle management expertise toward ongoing process improvement and compliance initiatives.
• Responsible for working with clients to reduce recurring errors and reduce claim exceptions.
• RCM success management to include: Interpret and provide analysis of clinic financial data through key reports and revenue cycle drivers.
• Lead a monthly meeting to review accounts receivable status, KPI and accounting reports with client’s financial team.
• Support the development and ongoing management of prescriptive best practice PM system setup, EDI processes, and revenue cycle workflows.
• Collaborate with the RCM Operations and RCM Management teams to ensure client/company alliance on prioritization and approach to service delivery.
• Manage and communicate findings effectively with assigned clinics and their management staff to achieve optimum performance.
• Identify trends and carrier issues relating to billing and reimbursements.
• Act as liaison for internal and external communications with assigned clients.
• Manage ongoing conference calls and ensure a positive relationship with assigned accounts.
• Provide regular status reports and manage task lists on assigned accounts progress for all project areas.
• Support sales process with potential clients.
• Identify opportunities for selling additional solutions into client base.
• Support Sales when subject matter expertise is needed.
• Proactively nurture opportunities for references, referrals, and case studies.
• Work with Experity Finance to support client invoice questions and support collection efforts on aged accounts receivable balances.

Senior Enterprise Client Success Manager

• Acts as the product SME, assisting customers with their product questions and technical requirements, writing scripts, troubleshooting, training and other technical requests.
• Working together with product and engineering teams ensuring our customers and partners get the most out of our products.
• Ensure technical knowledge of the team is translated into articles and guides for our customers to consume allowing our customer coverage to scale.

Customer Success Architect

• Serve as the primary relationship owner for AI Studio’s credit union clients - building trusted, long-term partnerships with credit union executives and leadership teams.
• Act as the day-to-day point of contact for client inquiries, engagement updates, program participation, and issue resolution.
• Onboard new credit union clients, ensuring a smooth, professional, and value-forward experience from initial engagement through active participation.
• Develop and execute a Client Engagement Plan - tracking participation across AI Studio’s service offering, proactively identifying opportunities to deepen client value.
• Ensure that all client information, interactions, engagement history, etc is kept current.
• Collect and synthesize client feedback, surfacing insights that inform AI Studio’s evolving service priorities and strategic direction.
• Lead project management (advisory or technical engagements) - maintaining and executing project plans, timelines, milestones, deliverable tracking, and stakeholder communications.
• Coordinate cross-functional teams (internal staff, fractional experts, and external partners) to ensure on-time, high-quality delivery.
• Develop and maintain standardized engagement frameworks, templates, and tools to support consistent and scalable service delivery.
• Monitor engagement progress and proactively identify and resolve risks, blockers, or scope changes in coordination.
• Track and report on engagement performance metrics, client satisfaction, and delivery quality.
• Manage the full lifecycle of engagements from scope finalization and contracting through delivery and close-out.
• Provide project management support for internal initiatives, where applicable.
• Manage and maintain Statements of Work (SOWs) and Master Service Agreements (MSAs) in alignment with AI Studio’s service offerings.
• Oversee AI Studio’s billing and invoicing operations, ensuring timely, accurate invoices. Involves coordination with financial operations partners for processing and financial reporting.
• Develop, document, and continuously improve AI Studio’s operational policies, procedures, and administrative workflows.
• Identify and help implement AI-first tools and systems for improved organization efficiency and scalability.
• Maintain accurate and organized documentation across all operational and risk/compliance functions, including contracts, templates, records, policies, procedures, etc.
• Ensure compliance with applicable regulatory and business requirements across contracts, policies, and operational processes.

Client Success & Operations Manager

• Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions in IT, HR, Supply Chain, Marketing, Finance, Legal, and Sales practices ensuring they are successful in the utilization of their Gartner subscription, resulting in customer satisfaction, retention, and growth
• Introduce Gartner services and capabilities to new clients and communicate value to decision makers
• Facilitate client calls and engagements to surface client priorities, and recommend a program of action that drives high value and return of investment on their Gartner membership
• Collaborate with internal Gartner partners to overcome obstacles and maximize the value Gartner delivers to clients
• Conduct regular reviews of client book of business looking into performance and key client engagement metrics

Client Success Associate, Spanish Speaking

• 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.

Lifecycle Marketing Specialist, CRM Specialist

• Take full responsibility for overseeing multiple client projects simultaneously that are at different phases.
• Ensure all project deliverables, owners, start dates and due dates are accurate in project plan.
• Maintain organized, detailed and accurate project documentation.
• Actively maintain lines of communication with Account Management, Business Development, other internal departments, and all stakeholders throughout the client project lifecycle, including status reports on project milestones, scope changes, risks, and actions.
• Ensure resource availability and proper allocation for each project.
• Proactively identify risk, communicate with all stakeholders and take appropriate steps to mitigate.
• Facilitate team meetings, documenting actions, and following up on deliverables.
• Establish and build relationships with broker partners and clients, creating a foundation of trust and superior customer service, upon which the Account Management team can build.
• Provide superior service at all times, including busy periods, while managing tight deadlines.
• Follow established project management methodologies and best practices, ensuring consistency and quality in project execution.
• Meet Key Performance Indicator goals and other performance metrics as defined by Client Onboarding leadership and department.
• Provide input on process improvements based on project experiences, contributing to the refinement of project management practices.
• Lead process improvement initiative projects during non-peak months and provide readouts.
• Act as Implementation expert in finalist meetings with potential brokers and clients.
• Demonstrate a wide degree of creativity and latitude, with minimal oversight.
• Ensure C3 cases meet the requirements of the 5 Why Methodology analysis.
• Act as a SME resource to help Implementation Teams prepare for Intro and PDX calls.
• Act as a Change Champion and exude positivity towards change management to foster acceptance amongst the team.

Implementation Manager

• Serve as the primary point of contact for assigned clients, managing day-to-day communication and relationship building
• Coordinate with internal teams to ensure timely delivery of projects and deliverables
• Maintain accurate and detailed documentation of client communications and account activities in ClickUp
• Identify opportunities for account growth and additional services
• Prepare and submit comprehensive weekly status reports for all assigned clients to the CEO
• Proactively address client concerns and maintain high satisfaction levels

• Day to day support on software chat and email
• Conduct daily reviews of the design queue, ensuring a smooth process
• Troubleshoot issues while maintaining client communication and collaboration with colleagues

Customer Success Support

• Manage a portfolio of customer accounts, owning adoption outcomes and customer health across each one
• Build and maintain relationships with key stakeholders including site leadership, schedulers, and program leads
• Drive platform adoption by working with end users to integrate WellHive into their daily workflows
• Monitor account health, identify risks early, and lead intervention efforts when issues arise
• Partner with internal teams to address customer needs and surface insights from the field
• Communicate progress and trajectory to customers and internal stakeholders through structured reporting
• Serve as a platform expert for customers, helping them get the most value from WellHive

• Work with GDO, R&D and cross-functional stakeholders to collect develop and deploy effective support materials for systems in DSDS ownership
• Work with the Business System Owner (BSO) for the system portfolio to identify and understand the system capabilities to create easy to understand user facing materials
• Support clinical systems BSO and change management functions by contributing to process development, training, and change management.
• Develop user facing materials for the system(s) in alignment with GDO/R&D business and strategic priorities
• Support the Business System Owner in the development of the overall clinical system user adoption from material development, change management, and communications
• Partner with the Product Manager(s) for the clinical systems to ensure understanding of forthcoming system capabilities
• Collaborate with system owners and stakeholders to resolve issues promptly and accurately.
• Actively represent the end user’s experience to the BSO to inform any system challenges preventing successful adoption
• Responsible to supporting the education and awareness of available support resources for the end users

Business System Adoption Specialist

• Identify and execute upsell and cross-sell opportunities
• Work direction with Key Account Managers and Program Managers to support account growth initiatives
• Deliver onboarding and product training for new customers
• Monitor KPIs and provide proactive recommendations to ensure success
• Lead onboarding and implementation of new innovation platforms for your customers
• Manage project timelines, deliverables, and budgets while coordinating with all stakeholders
• Provide frontline technical support and communicate software issues to the development team
• Collect customer feedback and share actionable insights with the product team to improve usability and features
• Provide strategic advice on optimizing innovation processes using Collaboration.Ai methodologies and tools
• Analyze customer needs and recommend tailored approaches to drive engagement and impact
• Translate customer goals into actionable use cases and measurable success criteria
• Support customers in aligning their innovation strategies with digital transformation objectives
• Identifying improvement potential of internal processes and coordinating the implementation
• Partner with sales, product, and program management teams to deliver a seamless customer experience
• Work in coordination with Program Managers to support major contractual deliverables, milestones, features and functionality of our products for our customers
• Support new team members through knowledge sharing and mentorship
• Work closely with external partners and government stakeholders to ensure alignment and communication.

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Clinical Adoption Specialist III – Microbiology Consultant

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Implementation Specialist

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Customer Success Manager

Mission Success Manager

Customer Success Manager, Mid-Market

Senior Enterprise Client Success Manager

Customer Success Architect

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Client Success Associate, Spanish Speaking

Lifecycle Marketing Specialist, CRM Specialist

Implementation Manager

Customer Success Manager

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Customer Success Manager

Business System Adoption Specialist

Customer Success Manager