Customer Success Manager

• Serve as the primary point of contact for a portfolio of clients, ensuring high adoption, satisfaction, and measurable outcomes.
• Build and maintain strong relationships with key client stakeholders, including end-users and administrators.
• Monitor client health using engagement and usage metrics; proactively identify risks and opportunities.
• Lead regular client meetings to review goals, performance, and success metrics; prepare agendas and coordinate across internal teams.
• Deliver ongoing education to drive product adoption.
• Understand and track contract terms, program scope, and client-specific goals.
• Act as the voice of the customer internally, collaborating with product, sales, and implementation teams to drive continuous improvement.
• Support client retention and growth by driving satisfaction, advocacy, and expansion opportunities.

• Acting as a point of contact for any major customer incidents, being responsible for managing expectations and communications through resolution.
• Analyzing customer data such as support cases, survey responses, and renewal behaviors to identify technical trends and risks.
• Acting as the voice of the customer internally to advocate for their needs.
• Monitor and identify adoption and utilization trends, providing recommendations based on risk and customer needs.
• Providing proactive guidance on Ping's features based on the customer's interests and business objectives.
• Own the ultimate responsibility for the customer's onboarding, adoption, and advocacy across a portfolio of customers.
• Developing and delivering "success plans" that identify technical stakeholders, milestones, metrics, and risks for key customers.
• Leading technically complex customer issues from start to finish and identifying opportunities for new solutions.
• Collaborating with cross-functional teams (including Product and Engineering) to help resolve customer needs or projects.
• Driving business value for customers by partnering with them to define desired business outcomes, focusing on maximizing value realization across the Ping platform.
• Leveraging multiple Ping solutions to provide high-level technical advisement to customers.
• Discussing IAM best practices within on-premise, hybrid cloud, and on-premise infrastructures where deployment complexity is high.
• Engaging with technical and business owners at all levels on the customer side.
• Communicating and influencing effectively at all levels of the organization, including C-level.
• Occasionally traveling to customer sites and being available for some after-hours or weekend coverage as needed.
• Willingness to be a hands-on contributor.

Customer Success Executive

• 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.

Marketing Specialist, CRM/Lifecycle

• The Senior Manager, CRM Operations leads the CRM technical and operations team and owns the technical foundation and run-state of the Digital Marketing organization’s CRM platform.
• Own the CRM platform product roadmap, including the sequencing of capabilities such as Data Cloud activation, IVR, and journey orchestration against business priorities.
• Own the data delivery of campaigns end to end, ensuring the right audiences and data reach the right channels accurately and on time.
• Navigate complex, distributed data sources across the organization and resolve gaps that put campaign delivery at risk.
• Manage capacity and prioritization across concurrent campaigns.
• Lead, direct, and coach a team of solution architects, a QA developer, and the email build team.
• Set the standards and develop the key processes the team follows and drive consistent adherence and standardization across the team.

Senior Manager, CRM Operations

• 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

• Manage a portfolio of 15–30 SMB/Mid-Market customers (<$500M in revenue), serving as the primary point of contact from onboarding through renewal and growth. You will own a book of business from rapidly growing DTC brands to large corporations.
• Support executive stakeholders (VP to C-level) to achieve fast, measurable outcomes with Alloy.ai through scalable, value-driven engagements.
• Monitor account health, manage by exception, and focus efforts where they will have the highest impact.
• Drive retention and expansion through business value reviews, renewals, and growth-focused conversations.
• Conduct and deliver analysis in Alloy, helping customers turn insights into repeatable, automated processes.
• Identify and cultivate customer advocates, partnering with Marketing to capture success stories, case studies, and references.
• Improve processes, playbooks, and tooling to support scaled customer management without sacrificing quality.
• Collaborate on building training programs, including self-serve onboarding and education to reduce manual support needs.
• Act as the voice of the customer, gathering feedback and translating it into actionable requests for Product and Engineering.

• Own the overall Customer Success strategy and execution across onboarding, adoption, customer health, renewals, retention, and expansion.
• Lead, mentor, and develop a high-performing Customer Success organization, creating a culture of accountability, customer obsession, and continuous improvement.
• Drive Net Revenue Retention (NRR), Gross Revenue Retention (GRR), customer satisfaction, and overall customer outcomes.
• Build scalable customer success processes, playbooks, and operational frameworks that support continued company growth.
• Develop customer segmentation strategies, success plans, health scoring, and proactive engagement models.
• Partner closely with Sales, Product, Professional Services, Marketing, and Support to deliver a seamless customer experience throughout the customer lifecycle.
• Serve as the executive sponsor for strategic enterprise customers, building trusted relationships and supporting executive-level engagements.
• Establish and monitor key Customer Success KPIs, providing regular reporting and data-driven recommendations to executive leadership.
• Identify opportunities to improve customer adoption, reduce churn, and increase expansion opportunities.
• Build scalable forecasting and operational planning processes for renewals, customer health, and team capacity.

VP of Customer Success

• Build strong relationships with key customer business and IT stakeholders to help guide us through their organization and introduce us to different teams
• Generate leads (CSQL) for the Workiva sales team to pursue
• Evaluate organizational inefficiencies to help customers define appropriate business outcomes
• Identify opportunities for Workiva to consult with customers on setups
• Develop relationships with the Workiva Account teams to ensure everyone is working towards the same goal and to decrease task overlap
• Understand customer needs well enough to identify users that might not be seeing value in Workiva’s Platform and executing a plan to increase return on investment (ROI)
• Facilitate training (by self service or virtual mods) for new teams as needed to ensure users are active in Workiva’s Platform
• Conduct meetings to help customers understand the positive business outcomes they are achieving using Workiva’s Platform
• Understand customer expectations and service agreement terms of each contracts and ensure the work is completed and delivered to the customer on or before the deadline
• Learn the Workiva Platform and how it is used in each market where Workiva maintains a presence
• Ensure any customer inquiries are answered promptly and help identify the best person at Workiva to get involved when necessary
• Ensure customer awareness and issue resolution practices around ticket management when unable to resolve product issues in Workiva Platform
• Engage with onboarding team, solution architects, and any other team providing service to the customer to ensure customers expectations are being met

• Serve as the primary maritime mission subject matter expert supporting U.S. Government customers throughout the customer lifecycle.
• Build trusted relationships with stakeholders across NIWC Pacific, NIWC Atlantic, NAVWAR, U.S. Navy Program Offices, Fleet organizations, Marine Corps, Coast Guard, and other maritime mission partners.
• Partner with Account Executives during customer engagements to understand mission requirements, shape technical solutions, and support strategic growth opportunities.
• Work alongside customer operators and analysts to understand operational workflows, intelligence requirements, and evolving mission priorities.
• Help customers successfully implement, adopt, and operationalize Vantor's geospatial intelligence, maritime analytics, and AI-enabled capabilities.
• Conduct customer briefings, product demonstrations, mission planning sessions, workshops, and training events.
• Support operational exercises, technical exchanges, and customer working groups while serving as a trusted mission advisor.
• Gather customer feedback and operational insights to help influence product roadmap priorities and future capability development.
• Collaborate with Product, Engineering, and Delivery teams to resolve customer challenges and continuously improve the customer experience.
• Monitor customer adoption, mission outcomes, and operational success while proactively identifying opportunities for expansion within existing accounts.
• Support proposal efforts, capture activities, and technical responses by providing maritime operational expertise.
• Represent Vantor at industry conferences, Navy and NIWC events, and customer forums.

Maritime Mission Customer Success Manager – TS/SCI

• 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 by contributing to strategic plans and reviews.
• Implements production, productivity, quality, and customer service performance standards.
• Continually evaluates processes and procedures; makes recommendations for process improvement and communicates to the client as appropriate.
• Provides training to clients as needed.
• Exercises judgment and makes decisions that have positive operational impacts on the business line.

Customer Success Manager, Business Banking – Money Movement

• Manages accounts to ensure positive customer experience, sustained and enhanced customer relationships, and revenue growth within accounts.
• Handles onboarding and ongoing training to increase retention and uncover upsells.
• Responsible for meeting/exceeding assigned renewal rate and growth targets.
• Tracks at risk, non-renewal, pending, and lost renewals including reasons for cancellation.
• Clearly understands all product offering, subscription and renewal licensing models.
• Supports assigned client base and responds timely to customer inquiries and promptly follow-ups on customer related issues.
• Collaborates with Sales, Marketing, Channel, and Technical teams to share, develop and build global market intelligence including information related to customers, market trends, supply and demand.
• Conducts quarterly business review virtual visits with at least 75% of accounts in their renewal year.
• Travel required less than 25% of the time.

Customer Success Representative

• Own the full customer lifecycle for a focused portfolio of global, strategic accounts
• Embed as a trusted advisor across decentralized buying centers
• Act as the “quarterback” for a global virtual account team
• Design and scale AI-powered customer programs
• Drive adoption and consumption growth
• Own expansion and upsell motions directly on retention-focused accounts
• Lead strategic success planning, QBRs, and EBRs
• Guide high-stakes consolidation and “build vs. buy” evaluations
• Navigate complex commercial and governance realities
• Build compelling demonstrations, executive presentations, and business value documents
• Serve as the vital link between customers and Branch

Strategic Customer Success Manager – MarTech / AdTech

• 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

• Develop and implement strategies to enhance customer satisfaction and retention
• Align customer success initiatives with overall business goals
• Lead, mentor, and develop a high-performing customer success team
• Foster a culture of excellence, collaboration, and continuous improvement
• Build and maintain strong relationships with key customers to understand their needs
• Identify opportunities to enhance the customer experience and address pain points
• Establish and track key performance indicators (KPIs) to measure success
• Provide regular reports and insights to senior management on customer success metrics
• Analyze and improve customer success processes for efficiency and effectiveness
• Implement tools and technologies to enhance customer interactions and satisfaction
• Collaborate with sales, product, and marketing teams to ensure alignment and integration
• Drive initiatives that foster collaboration and synergy across departments

Director, Customer Success – Renewals Ownership Required

• Partner with the Onboarding team throughout kickoff and implementation to ensure a strong foundation, accelerate time-to-value, and lead cross-functional resolution of client delivery and support issues across maintenance, data, software, and ESG workflows.
• Own customer health by monitoring health signals, maintaining accurate account data, and proactively mitigating risk before issues impact retention.
• Lead Quarterly Business Reviews (QBRs) focused on adoption, platform health, and value realization, while partnering with AM team on Executive Business Reviews (EBRs) centered on strategic outcomes and long-term business value.
• Partner with the Asset Performance Services (APS) team to deliver client insights, measurement and verification (M&V) reporting, and proof-of-value deliverables that reinforce customer outcomes.
• Partner with the AM team to identify expansion opportunities, support renewal planning, and advance long-term account growth through proactive forecasting and strategic account planning.
• Act as the voice of the customer by surfacing client feedback and market insights to Product and Leadership to influence roadmap priorities and service improvements.

• You'll act as the trusted advisor for your assigned accounts, building real relationships with the people who make decisions and the people who use the product day to day.
• Drive adoption, usage expansion, and retention across your assigned accounts
• Run a structured outreach plan and keep it consistent month over month
• Build relationships with key stakeholders and serve as their go-to advisor
• Own onboarding for your accounts and get fully proficient in our CRM and engagement tools quickly
• Log engagement activity in our systems of record and keep a current weekly forecast in Salesforce
• Spot and close upsell and cross-sell opportunities on your own
• Partner with Sales, Product, Marketing, and Support to resolve issues and land outcomes
• Bring the customer's voice back inside the company and push for improvements based on what you hear
• Use account data to prioritize, plan, and make decisions

• Own and manage a portfolio of Healthcare customers, deeply understanding their business goals, patient-acquisition strategies, and operational challenges to drive engagement and success.
• Develop and execute strategic account plans that maximize adoption, retention, and expansion across each account.
• Use data-driven insights and automation tools (e.g., Gainsight, Salesforce) to deliver the right message to the right customer at the right moment.
• Apply AI in your day-to-day workflow – using AI-assisted tools to analyze account health, surface risks and opportunities, prepare business reviews, and personalize customer communications at scale – so you spend more time on high-value strategic work.
• Confidently articulate the value of Invoca’s AI-powered conversation intelligence to customers, translating platform capabilities into outcomes that matter to healthcare marketers, patient-access leaders, and contact center teams.
• Act as a strategic consultant, providing best practices and tailored solutions for each customer’s needs, with sensitivity to healthcare regulatory and privacy considerations (e.g., HIPAA/PHI handling).
• Lead customer training, business reviews, and enablement sessions through email, calls, and scheduled meetings.
• Proactively identify risks and opportunities, mobilizing internal teams (Sales, Product, Marketing, and Support) as needed.
• Advocate for customers internally, providing feedback that influences product development and innovation.
• Foster long-term relationships that drive high satisfaction, advocacy, and loyalty.

• Serve as a dedicated strategic advisor to a smaller, high-impact book of business.
• Conduct quarterly Strategic Review meetings with each customer to assess progress, align on goals, and identify new opportunities.
• Develop and maintain shared Success Plans that outline customer objectives, key milestones, and success metrics.
• Provide annual Budget Planning Documents to support customers in securing internal funding and planning for future investments.
• Build deep relationships through in-office visits, conference attendance, and tradeshow engagements as needed.
• Act as the primary point of contact for strategic customers, ensuring a seamless experience across onboarding, adoption, and renewal.
• Collaborate cross-functionally with Sales, Implementation, and Support to resolve issues and deliver value.
• Analyze customer usage data and engagement metrics to inform proactive outreach and strategic recommendations.
• Monitor customer health and implement mitigation strategies to reduce churn risk.
• Identify and nurture expansion opportunities through consultative conversations and strategic planning.
• Partner with Sales to co-develop account growth strategies and support upsell/cross-sell initiatives.
• Present tailored value propositions to executive stakeholders.
• Champion the voice of the customer internally, advocating for product enhancements and service improvements.
• Maintain accurate and up-to-date records in CRM and customer success platforms.

Customer Success Consultant

• Lead a portfolio of strategic accounts, serving as the primary point of contact and trusted advisor.
• Orchestrate seamless collaboration between Professional Services, Support, Product, and Sales teams.
• Drive regular Quarterly Business Reviews to showcase value delivery and growth opportunities.
• Develop and execute customer success plans aligned with clients' business objectives.
• Proactively identify and coordinate resolution of customer needs through cross-functional partnerships.
• Monitor customer health metrics and drive adoption of solutions.
• Manage a portfolio of enterprise customers as their primary business point of contact, providing high-touch engagement throughout their CX journey.

• Manages customer onboarding and support for more complex customers.
• Uses judgment to determine the best method of interacting with customers during onboarding based on customers needs and project scope.
• Communicates effectively, able to translate internal processes to be able to set customer expectations within an advanced scope.
• Develop, maintain and track progress of a Customer Success Plan, for all Customers.
• Drives product and process adoption by understanding global customer usage and trends for all customers.
• Proactively identifies feedback trends across customers and drives process improvements.
• Acts as an expert to customers in providing honest and empathetic support, for CSM managed escalations.

Customer Success Manager jobs in Colorado

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Customer Success Manager

Customer Success Executive

Marketing Specialist, CRM/Lifecycle

Senior Manager, CRM Operations

Senior Customer Success Manager

Customer Success Manager

VP of Customer Success

Senior Customer Success Manager

Maritime Mission Customer Success Manager – TS/SCI

Customer Success Manager, Business Banking – Money Movement

Customer Success Representative

Strategic Customer Success Manager – MarTech / AdTech

Customer Success Operations Lead

Director, Customer Success – Renewals Ownership Required

Customer Success Manager

Customer Success Manager

Customer Success Manager

Customer Success Consultant

Senior Customer Success Manager

Customer Success Manager