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.
• 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.

• 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.

• Engage with Customers post-sale to drive user adoption and satisfaction, ensuring high Customer retention.
• Forge highly effective customer partnerships and establish a trusted advisor/strategic partner relationship with target accounts.
• Work with targeted Customers to develop a proactive individual Customer Success Plan including establishing critical goals and key performance indicators.

• Lead, mentor, and develop a team of Customer Success Associates, providing guidance on relationship management, account strategy, and professional growth.
• Own the overall success and retention strategy for a portfolio of health system partners, health plans, and strategic referral partners, ensuring the team exceeds established targets.
• Serve as a point of escalation and maintain high-level relationships with executive decision-makers at partner organizations.
• Collaborate with Product, Clinical, Data Science, and Legal teams to ensure the "voice of the customer" informs the product roadmap and operational improvements.
• Standardize and optimize customer reporting, communication templates, and project management workflows to increase team efficiency.
• Partner with Marketing to oversee the development of large-scale campaigns and workshops that drive patient engagement across all accounts.
• Work with the Performance Management and Sales Operations teams to interpret and address team metrics including: referral volumes, customer health scores, conversion rates, upsells etc.
• Support finalist presentations and strategic key prospect meetings by serving as a subject matter expert on client partnership strategy, implementation, operations, reporting and ongoing strategic account management. Provide references as needed.
• Ability to communicate clinical outcomes, behavioral health value, and care delivery impact to healthcare stakeholders while navigating regulated healthcare environments.

• Consult with customers to build a customized strategy that drives understanding, utilization, and adoption of purchased products, bringing the value of their installation to life
• Design, plan, and execute utilization and adoption programs at large hospital accounts following video/OR1 installation
• Establish and track key customer metrics to drive utilization and build sustainable, custom growth plans across hospital enterprises
• Onboard, train, and educate physicians, clinicians, and users across all sites of care, expanding the user base for the product ecosystem
• Analyze data to maximize customer utilization of KARL STORZ software, OR1, and video products
• Host Quarterly Business Reviews with executive leadership to review utilization and adoption metrics and identify growth opportunities
• Plan, oversee, and execute post-installation implementation protocols, providing documented feedback to enhance each customer's path to success
• Consult directly with customers to define the vision of success following hardware and software installation
• Lead technical deployment of software, hardware, video, and integration products
• Maintain regular, documented collaboration with internal teams via Salesforce
• Ensure a best-in-class post-installation onboarding journey, backed by clear, consistent communication
• Monitor, collect, and report on customer feedback to identify process improvement opportunities
• Build and maintain strong working relationships with nurses, physicians, materials management, and administrative staff

• Own a portfolio of strategic accounts (~$2–$3M in ARR) and carry the number for both gross revenue retention (GRR) and net revenue retention (NRR), proactively forecasting and de-risking every renewal.
• Drive deep, durable adoption of the Miter platform across payroll, HR, and finance workflows — monitoring health signals, building success plans, and intervening early to keep accounts on track to value.
• Identify, qualify, and advance Customer Success Qualified Leads (CSQLs) — surfacing upsell and cross-sell opportunities and partnering with Sales to convert them into expansion revenue.
• Establish and deepen trusted-advisor relationships with executive sponsors (CEO, CFO, COO, VP of HR/Operations), running executive business reviews that tie Miter to measurable business outcomes.
• Build and maintain account plans for each customer — stakeholder maps, success metrics, value-realization roadmaps, and risk registers — and execute against them with clear milestones.
• Serve as the point of accountability when issues arise, coordinating cross-functional response, communicating clearly with executives, and driving escalations to resolution.
• Operate with minimal oversight to push initiatives, renewals, and expansion efforts across the finish line — owning outcomes end-to-end, not just activities.
• Work closely with Launch, Sales, Solutions Engineering, Support, Product, and Engineering to ensure seamless handoffs, relay customer insights, and advocate for improvements that reflect customer needs and industry trends.
• Contribute to playbooks, process improvements, and team best practices — turning learnings into leverage as we grow the Strategic CS motion.

Strategic Customer Success Manager

• lead a team of Enterprise CSMs across experience levels
• own the Enterprise segment's NRR outcomes, engagement model, and team performance
• accountable for the full post-sale success motion in the Enterprise segment: retention, expansion pipeline generation, executive business review quality, success plan coverage, and forecasting accuracy
• shape how Customer Success operates at scale, develops exceptional talent, and serves as a senior cross-functional partner to Enterprise Sales, RevOps, Solutions Engineering, and Product
• drive forecasting rigor at the team level and provide CS leadership with accurate, forward-looking segment visibility

Director, Customer Success – Enterprise

• The Director of AI Customer Success will serve as a strategic advisor to enterprise clients
• Lead customer strategy by following key facets of Customer Success Journey
• Drive customer success outcomes by developing key Customer Success metrics such as Value Realization, key performance metrics, gross renewals rate, net retention, adoption, customer health, churn rate and customer health score
• Work with Product and platform teams to improve SaaS telemetry and gain real time understanding of the pulse of the customer
• Drive adoption, satisfaction, and long-term value through combining technical expertise and customer-facing skills
• Own executive-level relationships with key enterprise clients, serving as a trusted advisor for AI strategy, implementation, and value realization
• Lead complex customer engagements focused on deploying AI and data-driven solutions across business functions
• Develop tailored success plans and roadmaps that align AI capabilities with customer business objectives
• Partner with Sales, Product, Engineering, and Delivery teams to ensure seamless implementation and continuous improvement
• Drive customer adoption, expansion, and retention through strategic planning, outcomes tracking, and executive business reviews
• Establish best practices for enterprise customer success, from onboarding to renewal, with a focus on scalable AI impact
• Serve as a thought leader internally and externally on AI use cases, responsible AI practices, and digital transformation strategies
• Provide feedback to product teams to influence the roadmap based on client needs and industry trends
• Championing the broader Uniphore Business AI Cloud Platform within your portfolio, driving adoption of the deep data and AI capabilities that enable business transformation

Director of Customer Success – AI

• 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

• Define and execute long-term strategies for the Enterprise Core Customer Success team.
• Build technical depth across the team so CSMs can engage credibly on complex customer challenges.
• Ensure ongoing success and value realization for Samsara's enterprise customers.
• Identify and mitigate risk across your portfolio using data-driven insights.
• Partner with Sales, Marketing, Product, and Support to improve customer experience.
• Hire, develop, and manage a team of 6-8 CSMs.

Senior Manager, Customer Success

• Plan, draft, and execute B2B marketing campaigns for prospective and active dealerships, partnerships, and sponsorships, collaborating with the Sales and Events teams to deliver multi-channel initiatives across email, landing pages, webinars, direct mail, and targeted 1:1 outreach to support acquisition, engagement, and retention.
• Manage and maintain a master inventory of sellable marketing assets, coordinating with internal departments, and ensuring accurate tracking, allocation, and fulfillment across B2B programs.
• Support partner and dealership onboarding by creating internal training materials, coordinating cross-functional activation of package assets, and supporting partners during onboarding
• Own ongoing management of the Commercial Directory, ensuring content remains accurate and up to date.
• Track, analyze, and report on campaign performance, providing insights and recommendations for continuous improvement, and assist with HubSpot CRM maintenance, including data cleanliness, list management, and lead generation support.

Partner Marketing Specialist, B2B, Success

• Serve as the primary post-sales point of contact for our large Automotive dealerships using our AI products
• Act as the quarterback for a regional territory of our largest automotive customers, including 2–3 onsite dealership visits per week
• Serve as both a consultant guiding dealerships through their AI transformation and as the primary point of contact for inquiries, issues, and escalations
• Utilize in-depth product and industry knowledge to drive and increase adoption and utilization of podium products
• Proactively engage with customers during the renewal process to secure renewals and drive customer retention.
• Regularly conduct check-ins to assess customer satisfaction, identify opportunities for improvement, and offer solutions to optimize their usage
• Proactively anticipate and address potential challenges to ensure a seamless customer experience.
• Develop strong relationships with customers and become a trusted advisor.
• Work cross-functionally to relay product feedback

Regional Customer Success Manager – Automotive AI

• Own the end-to-end success of significant and strategic partner school districts, from seamless onboarding through successful renewal.
• Proactively identify and pursue growth opportunities within your assigned districts, initiating strategic conversations to expand adoption and upsell relevant resources.
• Create accurate pricing proposals that take into account historical customer information.
• Develop comprehensive expertise in BrainPOP's products to deliver exceptional support and service to educators.
• Serve as the primary relationship manager, expertly guiding partners through the onboarding and implementation process.
• Maintain consistent communication with district and school leaders to foster ongoing BrainPOP utilization, gather valuable feedback, share new features, and proactively address any challenges. You will champion high levels of customer satisfaction while effectively managing partner expectations.
• Collaborate with fellow Customer Success team members to develop innovative strategies for leveraging internal tools to enhance communication and support for all BrainPOP users.
• Partner closely with teams across BrainPOP to drive renewals and identify account growth opportunities. You will also communicate key observations and partner feedback to inform future product development.
• Develop and execute strategic account-based growth plans that thoughtfully consider potential risks and complexities within your territory.

Customer Success Manager – West, Southern California

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

Customer Engagement Programs Lead

• You'll build deep, trusted relationships with engineering leaders—understanding their goals, unblocking challenges, and helping them get the most out of Span.
• Lead onboarding, set success plans, and guide customers through best practices to ensure adoption, retention, and expansion.
• Be the go-to advisor for our customers—navigating the worlds of AI Effectiveness and Developer Intelligence.
• Work across departments (Sales, Product, Engineering) to advocate for customer needs and deliver a standout experience.
• Lead value-driven conversations regularly with customers to help them make the connection between Engineering Intelligence and business outcomes.
• Identify champions, expand usage across teams, and proactively spot churn risks before they happen.
• Get creative with workflows, playbooks, and experiments to scale our CS efforts as we grow.

Customer Success

• Own a portfolio of our most important accounts, driving adoption, retention, and expansion
• Work closely with late-stage prospects and existing customers, helping them create fast and impactful value with Weflow
• Own retention and expansion across your book, turning strong onboarding and deep adoption into renewals and growth
• Ensure seamless onboarding, adoption, retention, and revenue expansion
• Build our Customer Success function from scratch and develop a strong network across the RevOps and Sales community globally

• Drive development of comprehensive email and SMS go-to-market calendars across seasonal product categories, product launches, promotional events, hot markets, and corporate/cross-brand initiatives
• Plan and implement email and SMS marketing strategies focused on improving key performance indicators including content personalization, visit rates, conversion optimization, list growth, and revenue growth
• Manage high-volume daily campaign delivery ensuring flawless execution and optimal deliverability across all customer segments
• Foster compelling storytelling to create dynamic, engaging, and authentic brand experiences that successfully reflect our mission to become a beloved brand
• Oversee the email briefing process, ensuring clear, actionable guidance is provided to creative teams to achieve engaging storytelling while embedding branding principles and personalization at scale
• Collaborate with brand marketing teams to ensure email and SMS content aligns with overall brand voice, seasonal campaigns, and product messaging strategies
• Craft and execute comprehensive experimentation roadmaps including landing page optimization, creative testing, audience segmentation, subject line optimization, and send time testing
• Implement advanced A/B and multivariate testing strategies to continuously optimize email and SMS performance and drive revenue growth
• Utilize predictive analytics and machine learning capabilities to enhance personalization and customer targeting
• Work in close partnership with CRM Operations team to ensure campaigns are built, tested, and executed accurately, effectively, and on schedule
• Partner with business management and merchandising teams to align email content with strategic initiatives, inventory management, pricing strategies, and promotional calendars
• Coordinate with customer service teams to ensure consistent messaging across all customer touchpoints
• Lead multiple projects concurrently while providing regular performance monitoring and updates to CRM team, business management, and cross-functional partners
• Perform real-time and periodic ad hoc analyses to evaluate channel performance, identify optimization opportunities, and provide actionable insights

Senior CRM Manager, Email & SMS Marketing

• Hire, develop, and hold a high bar for Regional Directors and the ADM leaders and ICs beneath them
• Own retention and expansion outcomes (NRR/GRR) and post-sale account planning
• Act as an escalation point for complex deployments and executive misalignments
• Build lightweight, scalable processes that preserve speed and flexibility
• Guide best practices around rollout strategy and executive business reviews tied to customer outcomes
• Collaborate closely with Sales and Field Engineering

RVP, Customer Success, Strategic & Geo Enterprise

• 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

• Proactively builds and expands executive relationships across strategic merchants, channel and issuer partners, and internal stakeholders to drive adoption, growth, and long-term partnership value.
• Owns merchant success and commercial growth outcomes, including activation, transaction volume, checkout performance, consumer adoption, campaign effectiveness, and overall relationship health.
• Develops and executes strategic account growth plans, identifying opportunities to deepen engagement, increase utilization, and accelerate business results.
• Serves as a trusted advisor and growth partner, articulating Paze’s value proposition, influencing strategic decisions, negotiating agreements, and securing stakeholder commitment.
• Demonstrates strong sales acumen by identifying expansion opportunities, building business cases, overcoming objections, and driving initiatives that increase merchant investment and adoption.
• Collaborates across Product, Marketing, Risk, Technology, Operations, Finance, Legal, as well as Channel and Issuer-facing teams to remove barriers, unlock growth opportunities, and deliver merchant outcomes.
• Leads post-integration account management, proactively monitoring performance, identifying risks and opportunities, conducting business reviews, and driving action plans to maximize results.
• Represents the voice of the merchant by translating feedback, performance insights, and market trends into recommendations that strengthen the customer experience and support business growth.
• Leverages deep expertise in customer success, relationship management, and the payments ecosystem to differentiate Paze, strengthen competitive positioning, and deliver measurable business impact.
• Maintains disciplined portfolio management through accurate Salesforce tracking and effective coordination of contractual, incentive, and operational commitments.
• Upholds risk management, data security, and ethical business practices while enabling sustainable growth and protecting the integrity of Paze and its partners.

Customer Success Manager jobs in California

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Customer Success Manager

Customer Success Manager

Customer Success Manager

Customer Success Manager

Customer Success Manager

Strategic Customer Success Manager

Director, Customer Success – Enterprise

Director of Customer Success – AI

Director, Commercial Banking CRM Strategy

Senior Manager, Customer Success

Partner Marketing Specialist, B2B, Success

Regional Customer Success Manager – Automotive AI

Customer Success Manager – West, Southern California

Customer Engagement Programs Lead

Customer Success

Customer Success Manager

Senior CRM Manager, Email & SMS Marketing

RVP, Customer Success, Strategic & Geo Enterprise

Senior Customer Success Manager

Senior Customer Success Manager – Merchants