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

• Lead Billing and Payments implementations end to end: gather customer requirements, advise on financial workflows, configure solutions, and serve as the financial operations subject matter expert through go-live, including journal entry configuration, reporting requirements, and reconciliation.
• Lead end-to-end accounting integrations with customers: define data flows, configuration requirements, and downstream financial reporting impacts.
• Proactively identify and resolve billing issues that could affect revenue accuracy, financial reporting, or customer trust. Escalate high-risk items with clear context, financial impact, and a recommended path forward.
• Drive adoption by making sure customers understand not just how to use Billing, but how it supports their financial and operational goals. Act as a trusted advisor to Finance, Accounting, and Operations stakeholders via Zoom, email, phone, and occasional on-site visits.
• Occasionally serve as Billing subject matter expert on sales demos, and support customer discovery before and after close to confirm fit and surface any gaps that need to be closed for a successful implementation.
• Partner with Product and Engineering to surface functionality gaps, edge cases, and scalability needs from real implementations, and propose solutions rather than just flagging problems.
• Analyze implementation outcomes to find patterns, improve repeatability, and refine best practices over time. Keep implementation documentation, customer records, and project status current in CRM and project management tools, to the point that another team member could follow your process without you in the room.

Billing & Payments Implementation Consultant

Customer Success Manager

• Reporting to the Head of Commercial Workforce Effectiveness, responsible for the development and implementation of Commercial’s CRM (Salesforce.com) Strategy
• Work closely with Sales leaders to drive the adoption of Salesforce.com across US and Canada
• Lead the implementation of AI capabilities in Salesforce platform
• Develop the vision for utilization of Salesforce.com across US and Canada to drive sales effectiveness
• Manage the Salesforce.com training and user support team
• Identify and drive toward business process alignment in US and Canada
• Develop sales strategy initiatives and case studies to drive adoption
• Coordinate with T&O for the execution of the roadmap and manage Vendor relationships
• Manage and lead the Advisory Council composed of members across Commercial

Director, Commercial Banking CRM Strategy

• Execute overall company and Customer Success strategy to deliver adoption, expansion, and retention.
• Drive adoption and retention efforts across your region, leveraging data-driven insights to optimize customer outcomes.
• Lead and coach a team of Customer Success professionals in achieving business goals including maintaining a high GRR, increasing NRR, and driving key KPIs.
• Serve as a customer-facing leader and foster senior and executive-level strategic relationships across your book of business.
• Measure and monitor your book of business progress against key performance indicators, reporting internally and to customer stakeholders.
• Build and execute Customer Success Plans to establish strategic goals and help customers achieve their business objectives.
• Collaborate with internal teams (Account Management, Professional Services, Education, SME) to identify opportunities for further adoption of our solutions.
• Advocate for customer needs across departments and manage resolutions for escalated concerns.
• Demonstrate a commercial mindset to drive strategic alignment and tactical execution.

Manager, Customer Success – Central Region

• 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

• Builds and maintains effective long-term relationship and a high level of satisfaction with assigned client accounts.
• Interacts with clients and other departments to constantly improve operational standards and support client needs.
• Contributes to strategic plans and reviews; implementing production, productivity, quality, and customer service performance standards.
• Continually evaluates processes and procedures; making recommendations for process improvement and communicating to the client as appropriate.
• Provides training to clients as needed.
• Exercise judgment and make decisions that have positive operational impacts on the business line.

Customer Success Manager, Online Banking – Money Movement

Customer Retention Specialist

• Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options.
• Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation.
• Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system.
• Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free.
• Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program.
• Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives.
• Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs

Client Retention Specialist

• 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

• Develop relationships with strategic customers, understand how their shops run, and what makes their business successful
• Manage and check in proactively on a regular cadence to ensure customers maintain high NPS, are engaged, and have a high adoption of Shopmonkey’s offerings
• Using Data to Drive depth within your book of business, make strategic recommendations, and a cadence of QBRs
• Become a trusted advisor and advocate for customers’ stakeholders and executives
• Managing the payments/billing and administration side of your Book of Business
• Partnering with Commercial leaders to drive value-add upsells, cross-sells, and successful renewals for both growth and maintaining NRR
• Remove adoption roadblocks by understanding challenges and recommending solutions, driving product value and stickiness
• Become the voice of the customer, and represent customer use cases internally
• Travel to customer location(s) for meetings with stakeholders and attend events/trade shows, as required

Strategic Customer Success Manager – Enterprise

Onboarding Specialist

• Own onboarding from sales handoff through launch and first 30 days post-go-live
• Serve as the primary point of contact, aligning expectations, timelines, and technical requirements
• Ensure accurate, predictable go-lives and a smooth transition to Support/CSM teams
• Configure Tapcheck’s platform and manage data accuracy across Salesforce and internal tools
• Troubleshoot integration, payroll/timekeeping, and data-flow issues with urgency
• Work with third-party vendors when resolving complex or enterprise-level setups
• Validate deductions, sync behavior, and critical data flows after launch
• Identify and resolve issues quickly to stabilize clients within their first 30 days
• Partner with Sales, Product, Engineering, Support, and CSMs to remove blockers and improve reliability
• Maintain and refine documentation, SOPs, and onboarding tooling
• Contribute to scalable, automated onboarding workflows through our platform, OnRamp

Onboarding Manager

Customer Advocate

• Answer high‑volume inbound calls from prospective clients (typically 80–100 calls per day-average 5 minutes per call)
• Deliver excellent customer service and support to potential and current GreenPath clients
• Enter and update client data with accuracy and attention to detail
• Schedule appointments for prospective clients with Financial Counselors
• Triage incoming calls from existing clients and creditors, routing them appropriately
• Professionally intake and review client complaints
• Maintain strict confidentiality regarding client financial information
• Perform role duties primarily while seated and using standard office equipment (phone and computer)

Client Advocate

• Drive Customer Value & Growth
• Ensure every customer experiences consistent, high-quality engagement throughout their lifecycle.
• Partner with Sales, Renewals, and Services leadership to drive adoption, retention, and expansion across the customer base.
• Model and coach a cohesive account team approach — ensuring CSMs, TAMs, Account Executives, and Renewal Managers operate as a unified team aligned on customer outcomes.
• Provide executive sponsorship for strategic accounts and serve as a trusted advisor to C-level customer stakeholders.
• Cultivate Deep Product Expertise
• Uphold one of the hallmarks of Highspot’s Customer Success team by developing and maintaining deep knowledge of our platform and its integrations within customer environments.
• Ensure the CSM organization is equipped to provide best practices, training, and guidance that maximize customer value and adoption.
• Champion product expertise as a differentiator, reinforcing credibility and trust with customers at every level.
• Foster a High-Performance Culture
• Lead with a people-first mindset — genuinely investing in the development, wellbeing, and career growth of every member of your team.
• Hire, coach, and develop top talent at every level of the CSM org, leading with high emotional intelligence and self-awareness.
• Set and uphold high performance and engagement standards, balancing accountability with empathy.
• Cultivate a culture that embodies Highspot’s guiding principles, especially “Enjoy the Ride.”
• Drive Commercial Impact & Retention
• Lead a team in owning and exceeding a dedicated customer retention target for your assigned strategic portfolio.
• Drive adoption of MEDDPICC sales methodology.
• Ensure your CSMs run proactive renewal validation — confirming stakeholder alignment, surfacing risk, and documenting customer value — in close partnership with their Renewal Managers.
• Maintain forecasting accuracy for renewals and expansion, providing reliable, data-driven insights to leadership.
• Drive your CSMs to surface and qualify expansion opportunities in partnership with Account Executives who own the commercial relationship, stepping in to support key deals as needed.
• Collaborate Cross-Functionally
• Partner with Product leadership to channel customer insights into product strategy and innovation.
• Work with Marketing and Sales to align on customer advocacy, referenceability, and expansion opportunities.
• Collaborate with Operations and Analytics to ensure data-driven decision-making across the CSM function.
• Lead & Scale the Organization
• Build and inspire a segment-focused Customer Success team that sets the standard for excellence across Enterprise and Strategic accounts.
• Implement scalable processes, tools, and metrics that drive efficiency, consistency, and predictable outcomes.
• Develop the leadership bench within the CSM org, ensuring succession planning and long-term organizational strength.

Director, Customer Success Management

• Act as an expert clinical resource for complex diabetes management scenarios requiring advanced judgment and intervention.
• Apply evidence-based diabetes management principles to guide patients and healthcare providers through Omnipod therapy challenges.
• Deliver advanced, personalized clinical education and training via phone and virtual platforms.
• Manage clinical retention quotas assigned for a defined geographic region, including complex customer scenarios.
• Execute established retention strategies while tailoring engagement to individual patient and regional needs.
• Build and maintain strong working relationships with healthcare providers to support continuity of care.

Senior Clinical Retention Specialist, Central Region

• Apply foundational, evidence-based diabetes management knowledge to support patient interactions and contribute to successful use of Omnipod therapy.
• Deliver personalized education and training to new and existing patients, and healthcare providers within the assigned region—via phone and virtual platforms.
• Provide proactive follow-up, clinical consultation, recommendations, and troubleshooting to ensure sustained device adoption.
• Educate customers and HCPs on Omnipod data and reporting tools to promote informed clinical conversations and therapy optimization.
• Maintain current clinical licensure, CDCES certification, and Omnipod product credentials to ensure compliant, accurate guidance.
• Conduct proactive outreach to assess satisfaction, reinforce product value, and resolve concerns, aligning outreach timing with regional time zones and access considerations.

Clinical Retention Specialist – Central

• Implement and deliver ALEX to customers
• Troubleshoot customer issues and resolve them delightfully
• Collaborate with internal teams to find helpful solutions
• Analyze customer benefit packages and customer-specific software builds to determine fit with Jellyvision’s proprietary software
• Document and communicate any customer-product fit issues you identify both internally and externally and propose ways to resolve them
• Build excellent rapport with customers
• Communicate project schedules and progress to customers so that they always know where we are in completing each release
• Think at least two steps ahead to try to make everyone’s lives smoother and happier
• Document process and product issues and ideas for improvement so that we are continually getting better at what we do and how we do it

Implementation 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.

• Drive an exceptional operational experience for clients
• Identify learner escalation trends and surface feedback
• Collaborate cross-functionally with internal teams
• Provide learner escalation support for clinical programming
• Analyze client and learner feedback for trends

Senior Client Success Specialist

• Cultivate a broad understanding of CommandLink’s products, technology, software, and game-changing support methodology.
• Leverage powerful proprietary software tools for maintaining regular communication with a defined list of customers, keeping ahead of their technology initiatives, and positioning CommandLink to grow our partnership with our primarily mid-market and enterprise customer base.
• Gain the trust of your assigned customers, be a trusted point of contact for questions and action items, and act quickly and communicate effectively when a customer has a positive experience with CommandLink across their life cycle.
• Implement strategic initiatives created in cooperation with CommandLink leadership that will identify opportunities for product cross-selling and work with the various additional resources through a sales cycle and to ultimately winning additional business.
• Manage the proprietary CommandLink software tools including CRM, quote tool, sales play automation tool, and KPI dashboards to ensure metrics are achieved.
• Have a positive impact on the company culture, which CommandLink is very focused on maintaining as we rapidly grow into a U.S. leader for enterprise network, communications, and software solutions.
• Takes on additional responsibilities and projects as needed to support the success of the team and organization.

Customer Success jobs in Wisconsin

See all jobs on JobTailor

Consultant, SmartRecruiters Implementation

Billing & Payments Implementation Consultant

Director, Commercial Banking CRM Strategy

Manager, Customer Success – Central Region

Senior Implementation Specialist

Senior Customer Success Manager

Customer Success Manager, Online Banking – Money Movement

Client Retention Specialist

Customer Success Operations Lead

Senior Customer Success Manager

Strategic Customer Success Manager – Enterprise

Onboarding Manager

Client Advocate

Director, Customer Success Management

Senior Clinical Retention Specialist, Central Region

Clinical Retention Specialist – Central

Implementation Manager

Customer Success Manager

Senior Client Success Specialist

Customer Success Manager