Customer Success Manager

• Own post-sale success for a portfolio of customers, serving as the primary point of contact.
• Build trusted relationships with customer stakeholders, understand their goals and timelines, and align Oura's capabilities to what success actually looks like for their team.
• Drive adoption, engagement, and retention by ensuring customers realize clear value from Oura’s products and services.
• Lead specialized onboarding for research teams, managing deployment logistics for study participants and ongoing lifecycle execution in partnership with Sales.
• Monitor account health, proactively identifying risks, renewal needs, and expansion opportunities.
• Collaborate cross-functionally with Sales, Enterprise Support, Product, and Operations to deliver a seamless customer experience.
• Apply an understanding of research environments — including data privacy considerations (GDPR/HIPAA) and stakeholder structures — to tailor your approach for each customer.
• Manage multiple customer initiatives with strong execution, clear communication, and sound project management.
• Capture and share customer insights to inform product and process improvements.
• Maintain accurate account records and engagement data in CRM and internal systems.
• Own post-sale relationships for a portfolio of customers and/or partners, serving as the primary point of contact for ongoing success.

Customer Success Manager, Research

Product Adoption Specialist

• Serve as the primary digital adoption support resource for Seismic, focusing on day-to-day platform usage, user support, and execution of adoption activities
• Partner with platform owner to execute updates, enhancements, and user support activities
• Train and onboard Seismic Premium Users on platform best practices, content standards, and expectations
• Execute regular content audits to ensure alignment with governance standards, including content quality, tagging, and naming conventions
• Monitor adoption and engagement metrics to identify gaps and support targeted training or content clean-up efforts
• Work closely with platform owner to align adoption best practices with broader tool adoption goals
• Leverage Agile methodology and tools (e.g., Jira) to organize and track work, including audit activities, documentation updates, and user support requests

Digital Adoption Specialist

• Coordinate closely with internal teams and customer contacts to maintain accurate, up-to-date delivery schedules, targeting 100% on-time delivery.
• Lead weekly touchpoints with site general contractors, customer sourcing teams, and internal demand planning to ensure alignment.
• Achieve 100% annual ship forecast accuracy by managing customer pull-in/push-out requests and collaborating with internal planning teams.
• Ensure all customer orders are entered into the system and confirmed within 24 hours of receipt.
• Gather and evaluate supply performance feedback from both the customer and internal site teams.
• Develop and implement improvement plans to ensure consistently positive performance ratings, including “pass” results on all supplier performance assessments.
• Partner with internal logistics and field support teams to coordinate delivery, commissioning, and hand-off activities, ensuring 100% on-time commissioning and customer readiness.
• Prepare and deliver weekly account supply updates, including demand schedule changes, new order activity, and field delivery status.
• Play a key role in quarterly business reviews with the customer, including presentation development, in-person delivery, and supporting the account coordinator with preparation and insights.

Implementation Specialist

• Leading customer onboarding and implementation projects by mapping technical integrations, defining milestones, coordinating stakeholders, training clinical teams, and configuring diagnostic workflows for successful go-live
• Managing multiple customer initiatives simultaneously, ensuring project timelines, technical dependencies, and communication plans stay on track
• Driving technical issue resolution from initial discovery through root-cause analysis, solution design, implementation, validation, and customer communication
• Partnering directly with sleep technologists, physicians, IT teams, and operational leaders to gather feedback, identify workflow improvement opportunities, and implement configuration enhancements
• Translating customer needs into actionable product feedback and improve the overall customer experience
• Developing scalable documentation, implementation playbooks, troubleshooting guides, and operational processes that improve consistency as EnsoData grows
• Advising customer teams on workflow optimization, adoption strategies, and best practices to maximize clinical efficiency, diagnostic accuracy, and long-term success with EnsoSleep

Implementation Engineer

Onboarding Specialist

• Primary point-of-contact for assigned field partners
• Initiate applications and monitor underwriting requirements
• Lead weekly calls with advisors for updates
• Recommend and implement process improvements
• Mentor less experienced staff and perform quality checks

Senior Risk Client Onboarding Specialist

• Drive customer onboarding, product adoption, and ongoing engagement across your portfolio
• Align product value to customer business outcomes, ensuring customers realize measurable ROI
• Lead strategic business reviews and customer success planning sessions
• Deliver proactive recommendations and best practices that improve customer outcomes
• Monitor customer health, product usage, and engagement trends to identify churn risk early
• Execute mitigation strategies and success playbooks for at-risk accounts
• Partner with Account Management on save motions, retention plans, and renewal strategies
• Build trusted relationships with customer stakeholders at all levels of the organization
• Serve as the primary strategic advisor for product adoption and operational best practices
• Execute proactive engagement cadences and lifecycle strategies across your book of business
• Maintain accurate customer health data, account insights, and lifecycle tracking in Salesforce and CS platforms
• Execute customer success playbooks and engagement frameworks with consistency and discipline
• Leverage customer signals and usage data to prioritize action and drive outcomes at scale
• Contribute to scalable CS processes, programs, and operational improvements
• Identify customer growth opportunities through usage trends, business needs, and stakeholder conversations
• Partner with Account Management to surface and support expansion strategies
• Advocate for customer needs internally while balancing business objectives

Senior Customer Success Manager

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

Customer Success Manager – Standard

• Manage a defined portfolio of high-value or complex clients as the primary Client Success Manager
• Drive adoption, measurable value realization, retention, and expansion within owned accounts
• Serve as an escalation point for critical client risks and relationship challenges
• Build trusted relationships with senior client stakeholders and act as a strategic advisor
• Develop and execute joint success plans with milestones and KPIs aligned to client business outcomes
• Lead, coach, mentor, and performance-manage a team of Client Success Managers
• Set clear expectations, objectives, and success plans aligned to Client Success strategy
• Conduct regular one-to-ones, deal reviews, and client health deep dives
• Build team capability across onboarding, adoption, risk management, renewals, and expansion motions
• Model best-in-class client engagement while empowering team members to lead
• Partner closely with Sales on renewals, upsell, and expansion opportunities
• Collaborate with Product, Support, and Professional Services to resolve systemic client issues
• Act as a critical link between clients and internal teams, translating client needs into actionable insights
• Advocate for the voice of the customer to inform product and go-to-market strategies
• Translate Client Success strategy into day-to-day execution
• Monitor portfolio health, retention, NPS, and adoption metrics
• Proactively analyze client health and usage data to identify risk and drive corrective action plans
• Ensure consistent use of CRM tools, playbooks, and engagement standards
• Operate effectively in ambiguity; test, learn, and iterate to improve outcomes

Manager, Client Success

• Identify and build new business
• Utilize Microchip’s Client Engagement Process to drive design wins
• Communicate effectively with product divisions
• Drive the company business relationship with assigned clients

Senior Client Engagement Manager

• Participate in discovery, scoping, and design sessions to ensure alignment with client goals and success metrics.
• Coordinate AI Whisperer assignments for testing and simulation labs.
• Partner with product managers and service delivery teams to define reporting requirements and data markers.
• Contribute to branding guide development and persona design.
• Collaborate with product managers and AI whisperers to build and execute simulation scenarios.
• Support internal UAT and monitor live interactions during hypercare to ensure a smooth launch.
• Serve as the primary client-facing contact during go-live, stabilization and going forward.
• Ensure real-time updates to AI responses and promptly flag post-launch issues.
• Manage the workload and performance of assigned AI Whisperer team members.
• Track KPIs and digital agent performance metrics in collaboration with Service Delivery.
• Ensure KPIs are met; when gaps occur, partner with engineers to improve digital agent performance and customer experience.
• Maintain deep program knowledge and process expertise for assigned clients.
• Conduct regular client business reviews (weekly, monthly, quarterly) to assess performance and identify opportunities.
• Lead transcript audits and AI behavior reviews to inform tuning and roadmap updates.
• Collaborate with the product manager to align future development with client needs, ensuring the solution remains dynamic, scalable, and enriched with new use cases that deliver ongoing value.
• Manage client expectations and gather feedback to ensure outcomes align with KPIs.
• Facilitate feedback loops with AI product manager and AI engineers to drive continuous improvement.
• Ensure compliance with accessibility standards, data privacy regulations, and ethical AI practices.
• Stay current on AI trends, tools, and best practices to continuously improve performance.
• Set and uphold exceptionally high standards, demonstrating precision in every task and a passion for exceeding expectations.
• Demonstrate curiosity and a willingness to explore emerging tools and technologies.
• Adapt seamlessly to ambiguity, iterative development, and changing client or platform requirements.
• Take ownership and communicate proactively while collaborating effectively across technical and non-technical teams.

AI Customer Success Manager

• Maintain and manage relationships with partners to ensure long-term success.
• Prioritize customer experience, driving partner satisfaction and utilization of WGU's solutions.
• Focus on expanding existing accounts by identifying new opportunities for WGU products (degrees, short-form learning, apprenticeships) within the corporate partner’s structure.
• Serve as the primary point of contact for existing partners, ensuring high levels of satisfaction and alignment with workforce development goals.
• Support and contribute towards regular business reviews with corporate partners to assess performance, gather feedback, and highlight opportunities for further growth and collaboration.
• Partner with internal teams (e.g., Account Executives, Marketing, Operations) to ensure the successful delivery of solutions and resolve any partner issues.
• Track key account metrics, such as enrollment and use of WGU products, to provide actionable insights and improve outcomes for both WGU and the partner.

Partner Success Manager

• Grow with an Ownership Mindset: Champion continuous learning and innovation, tackle real problems, create tangible solutions, and drive results.
• Collaborate with Peers and Leaders Alike: Work in a transparent and respectful environment where feedback flows freely.
• Experience a High-Performance Culture and Clear Purpose: Achieve specific goals with shared accountability, celebrating milestones and learning from challenges.
• Drive the onboarding process for new merchants joining ShipBob.
• Guide merchants to configure and optimize software and fulfillment services confidently.
• Swiftly address challenges and provide scalable solutions to our merchants, setting them on the path to sustained success.
• Establish and maintain communication with key stakeholders to set expectations for key deliverables, timelines, and milestones.
• Proactively identify potential project risks and help develop mitigation strategies.
• Conduct tailored training sessions for all stakeholders based on merchant needs and specific dashboard configurations.

Senior Merchant Implementation Manager

• Build deep, trusted relationships with a portfolio of high-value, strategic customers. Understand their business objectives and create customized strategies to drive value and achieve measurable outcomes.
• Champion the adoption of Maze solutions by proactively identifying opportunities for growth and recommending tailored use cases aligned with the client’s evolving needs and strategic priorities.
• Act as a consultant and thought partner to C-level executives and key stakeholders, providing insights that elevate their research practices and demonstrate the impact of Maze’s solutions on their business goals.
• Conduct regular, impactful Business Reviews to articulate ROI, deliver insights, and strengthen alignment with client leadership and budget owners.
• Serve as the voice of the customer within Maze, providing actionable feedback to product, sales, marketing, and support teams to continuously improve our offerings and align with client needs.
• Proactively identify challenges and provide creative, scalable solutions to ensure client success, leveraging internal resources and cross-functional collaboration.
• Partner with Account Executives (AEs) and Account Managers (AMs) to ensure renewals and identify expansion opportunities, contributing to both customer retention and revenue growth.
• Work closely with Sales, Product, Marketing, and Research Partner teams to deliver a cohesive, high-impact customer experience that reinforces Maze’s value proposition.

Strategic Customer Success Manager

• Ensure the client has the best understanding of our platform, technical capabilities, and know how to enable their success, while learning about their unique business needs and how they align with future product development at Breezeway.
• Accelerate new user adoption through functional and conceptual instruction and provide ongoing education on new features.
• Maintain continuous engagement with clients to increase value and build confidence in the product.
• Drive further adoption and identify upsell opportunities.
• Identify business churn risks early, and create action plans to circumvent them.
• Develop strategies for engagement, adoption, and success planning, by analyzing data and client feedback. Further drive value by identifying additional upsell and cross-sell opportunities.
• Represent the voice of the client internally, and provide feedback that enables continuous development and improvement of how we do business.
• Apply a solution-oriented approach to meeting client needs, and escalate client issues quickly.

Client Success Manager

• Own executive-level relationships for strategic healthcare client accounts.
• Lead quarterly business reviews, renewal discussions, and ongoing executive engagement.
• Proactively monitor client health, adoption, satisfaction, and retention trends.
• Partner cross-functionally with Sales, Product, Operations, and Support teams to deliver seamless client experiences.
• Identify growth opportunities while mitigating client risks and driving long-term retention.
• Travel up to 25% as needed.

Director, Client Success

• Develop deep expertise in Snapsheet’s SaaS products to guide customers through implementations
• Lead end-to-end implementations for global insurance carriers
• Act as the primary project manager and day-to-day client contact, ensuring timely and high-quality launches
• Use a consultative approach to identify customer pain points, goals, and optimal platform configurations
• Create and manage implementation plans, including onboarding, training, integrations, and launch milestones
• Lead integration and configuration discussions with technical support as needed
• Identify opportunities for automation, engagement, and post-launch optimization using customer metrics
• Partner with training and Customer Success teams to drive adoption and ensure a smooth transition
• Drive proactive communication with customers and internal stakeholders
• Gather and translate customer feedback into product and enhancement recommendations
• Leverage competitive insights and best practices to improve client outcomes and grow the business

Strategy and Implementation Manager

• Ensure the client has the best understanding of our platform, technical capabilities, and know how to enable their success, while learning about their unique business needs and how they align with future product development at Breezeway.
• Accelerate new user adoption through functional and conceptual instruction and provide ongoing education on new features.
• Maintain continuous engagement with clients to
• Increase value and build confidence in the product by providing ongoing education on new features and products.
• Drive further adoption.
• Identify upsell opportunities.
• Identify business churn risks early, and create action plans to circumvent them.
• Develop strategies for engagement, adoption, and success planning, by analyzing data and client feedback. Further drive value by identifying additional upsell and cross sell opportunities.
• Represent the voice of the client internally, and provide feedback that enables continuous development and improvement of how we do business.
• Apply a solution-oriented approach to meeting client needs, and escalate client issues quickly.

Client Success Manager, Spanish

• Engage with clients post-implementation to address product performance inquiries and ensure ROI is met.
• Optimize client contacts to assess additional needs and uncover sales opportunities.
• Prepare client correspondence and communicate regularly, both proactively and on demand.
• Resolve service delivery or quality issues, working with internal teams and escalating as needed.
• Collaborate with product teams to enhance client experience and serve as a subject matter expert on solution trends and performance.
• Identify and drive enhancements to production through continuous improvement and analysis.
• Demonstrate in-depth knowledge of three or more LexisNexis Risk Solutions products.

• Own contractor engagement – Build deep relationships with contractors, understanding their needs, and helping them navigate the complexities of rebate programs.
• Train and enable – Educate contractors on program requirements, best practices, and Sealed’s software through group presentations, one-on-one training, and hands-on guidance.
• Balance relationships with strategy – Read the room, know when to push for results, when to nurture, and when to adjust course.
• Monitor and manage performance – Track contractor success metrics, ensuring they are meeting program requirements and staying compliant.
• Problem-solve creatively – Tackle bottlenecks, compliance issues, and contractor pain points with structured yet flexible solutions.
• Communicate tough messages effectively – Be comfortable delivering difficult news while maintaining trust and credibility.
• Stay on top of the details – Keep program data accurate, maintain records, and track performance against quotas and goals.
• Champion continuous improvement – Provide feedback to internal teams to refine our processes, making it easier for contractors to participate in programs.

• Manage a defined portfolio of high‑value or complex clients as the primary Client Success Manager
• Drive adoption, measurable value realization, retention, and expansion within owned accounts
• Serve as an escalation point for critical client risks and relationship challenges
• Build trusted relationships with senior client stakeholders and act as a strategic advisor
• Develop and execute joint success plans with milestones and KPIs aligned to client business outcomes
• Lead, coach, mentor, and performance‑manage a team of Client Success Managers
• Set clear expectations, objectives, and success plans aligned to Client Success strategy
• Conduct regular one‑to‑ones, deal reviews, and client health deep dives
• Build team capability across onboarding, adoption, risk management, renewals, and expansion motions
• Model best‑in‑class client engagement while empowering team members to lead
• Partner closely with Sales on renewals, upsell, and expansion opportunities
• Collaborate with Product, Support, and Professional Services to resolve systemic client issues
• Act as a critical link between clients and internal teams, translating client needs into actionable insights
• Advocate for the voice of the customer to inform product and go‑to‑market strategies
• Translate Client Success strategy into day‑to‑day execution
• Monitor portfolio health, retention, NPS, and adoption metrics
• Proactively analyze client health and usage data to identify risk and drive corrective action plans
• Ensure consistent use of CRM tools, playbooks, and engagement standards
• Operate effectively in ambiguity; test, learn, and iterate to improve outcomes

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