Customer Success Manager

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

Mission Success Manager

• Deliver timely execution of CRM campaigns aligned with US market strategies, taking full ownership of campaign quality and on-schedule deployment
• Own and manage customer journeys across key lifecycle stages including onboarding, retention, reactivation, and loyalty, ensuring each stage delivers measurable engagement outcomes
• Plan, set up, schedule, deploy and report on campaigns across Modals, In-App notifications, Push notifications, and Email
• Conduct A/B testing to measure campaign performance and contribute to optimisation efforts
• Analyse campaign performance data and deliver actionable recommendations that directly improve engagement and retention outcomes
• Brief and partner with copywriters and designers to deliver assets for customer communications, ensuring brand and quality standards are met
• Lead the end-to-end execution of generosity campaigns, from setup through to post-campaign analysis
• Work closely with the US Customer Engagement Manager and VP of Marketing to plan and execute customer engagement campaigns aligned to business priorities, collaborating with the broader US Marketing team on concepts and execution, and the global CRM team on best practices
• Proactively contribute performance insights and learnings to the global Customer Engagement team, driving improvements to efficiency and best practice across markets
• Identify and resolve inefficiencies or errors in campaign processes, recommending and implementing improvements to execution standards
• Leverage tools including Quick Suite, Amplitude, and Braze to identify trends, define segmentation and targeting strategies, and translate findings into concrete campaign improvements
• Ensure all CRM activities adhere to US gambling, data protection and privacy regulations.

Lifecycle Marketing Specialist, CRM Specialist

• Own the post-sale customer relationship for an assigned portfolio of customers
• Drive measurable ROI by aligning Autodesk solutions to customers’ business objectives and industry-specific challenges
• Co-create and execute Customer Success Plans that define success criteria, adoption milestones, and value realization outcomes
• Establish success metrics and track progress through regular business reviews and strategic planning sessions
• Monitor product usage, customer health signals, and engagement data — leveraging Customer Success platforms (e.g., Gainsight or similar tools) to proactively mitigate risk and identify growth opportunities
• Identify and support at-risk accounts through targeted adoption and enablement strategies
• Document and articulate customer value realization through business cases and success stories
• Collaborate cross-functionally with Sales and Channel Partners to drive expansion, retention, and long-term account growth
• Engage confidently with stakeholders at all levels, from end users and IT administrators to executive decision-makers

Business Customer Success Manager

• Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track
• Gather and document partner requirements into clear deliverables that EPD can execute on; hand off solutioning when technical decisions arise
• Serve as the primary day-to-day partner contact during implementation; transition relationship continuity to the CSM at launch
• Track and communicate project health proactively — flag delays, blockers, and scope risks early and drive resolution
• Craft clear, well-written deliverables including meeting agendas, minutes, and business reviews for internal and external stakeholders
• Maintain a tight feedback loop with the assigned CSM and accurate records in Sure's CRM (Attio)

• Set clients up for success from the start. You’ll kick off every new engagement with a welcome call, then stay close during the first projects, answering questions, catching friction early, and helping clients get up and running with confidence.
• Help clients do more with what they have. Beyond onboarding, you’ll act as a hands-on advisor, guiding workflows, sharing best practices, and helping clients get measurably better results from NavVis products.
• Keep the relationship warm and the contract secure. Most renewals are automatic, but you make sure they stay that way, checking in proactively, flagging risks early, and looping in Sales when a client needs a different conversation.
• Spot the next opportunity before anyone asks. You know your clients well enough to see where they could benefit from doing more. You surface those moments and work with the team to turn them into real growth, for the client and for NavVis.

• Serve as a strategic partner to customers, guiding them through workflow redesign
• Design and own structured success and adoption plans aligned with the Specialized Customer Success framework
• Lead proactive, planned customer engagements that accelerate adoption
• Collaborate cross-functionally with Sales, Core Customer Success, Services, Product, and Operations
• Act as a trusted advisor to senior stakeholders across various departments

Specialized Customer Success Manager, CLM

• Guide families through the onboarding process, ensuring they feel supported from day one.
• Manage referral intake by uploading documentation and maintaining proactive communication with our patient-caregiver dyads.
• Serve as a responsive liaison through phone and email, collaborating across departments to elevate the overall member experience.
• Provide product support / scheduling support to our members via phone call and email, with the potential need of rotating weekend coverage.
• Address any questions or concerns from our dyads and appropriately follow up or escalate to the appropriate teams.
• Provide dyad feedback to the Clinical, Product and Growth teams to help develop strategic improvements to the member experience.
• Creates informational materials for our members as needed.
• Clearly communicates who we are, what we do and how we help the dyad.
• Help dyads enroll on our platform.
• Communicate our sign up process over the phone.
• Schedule initial visits.
• Accurately documenting in our EMR & CRM.
• Build strong rapport and trust with the dyads we serve, delivering an experience of “__Unreasonable Hospitality__” from the very first interaction they have with us.
• Comfortable following talking points while authentically connecting to our dyads and the families we will serve.
• Stay accountable against monthly enrollment targets.
• Other job duties as required

Customer Success Specialist, Bilingual English and Spanish

• Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected).
• Consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals.
• Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors.
• Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience.
• Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-quality experience.
• Accurately log all user interactions, challenges, and outcomes in our internal CRM system.
• Identify and escalate recurring user pain points to improve the overall experience.
• Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners.
• Support additional projects or initiatives as needed in a fast-paced, collaborative environment.

Client Experience Specialist

• As a Customer Success Manager, you will own a named book of professional-services customers and act as their primary point of contact throughout their lifecycle with Teamwork.com.
• You are accountable for adoption, value realisation, renewals, and expansion identification, and your performance is measured against Gross Dollar Retention (GDR) and Net Dollar Retention (NDR).
• You run onboarding from start to finish, working alongside Professional Services on data migration and technical setup, and then carry the relationship through adoption and renewal.
• You work closely with Support, Sales, and Product to give customers a consistent experience and to flag risks and opportunities early.
• You keep a clear view of upcoming renewals, customer health, and the value delivered.
• You own renewal preparedness and risk identification, and you work with Sales to progress the expansion signals you spot.

• 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

• Partner with Regional Sales Director, Territory Managers, and Sales Representatives to drive revenue growth and market share capture through strong coordination of sales and service efforts across the region.
• Identify clinical opportunities through the use of analytics, time studies and/or field visits.
• Address clinical opportunities through coaching or the development and execution of measurable initiatives.
• Coordinate, develop, and implement strategies to increase service efficiency and optimize clinical headcount utilization.
• Leverage best practices via network of Clinical Leaders and training.
• Manage and coach clinical specialists through the utilization of field rides, individual and group meetings and company resources to ensure regional alignment of goals, development of talent and adoption of best practices.
• Demonstrate effective change leadership to adapt to an evolving customer base, industry service expectations, and changes in team member skills and capabilities needed to win in the market.
• Communicate and drive alignment within CRM at both the Area/Regional level on vision, goals and activities.
• Adhere to, communicate, and reinforce policies, business conduct and quality standards.
• Be critical part of a collaborative regional management team to locate, recruit and hire top clinical candidates for open positions.
• Continually work to maintain a strong, diverse personnel 'bench' of candidates for use in future hiring opportunities.
• Oversee the training and development of the clinical team in implant, service delivery, competitive and product knowledge.

Clinical Sales Manager, CRM

• Act as the primary point of contact for a portfolio of 10-20 enterprise-level clients, helping them maximize the impact of our cutting-edge generative AI search optimization software solution.
• Translate platform data into strategic recommendations tailored to each client’s business goals and industry dynamics to drive measurable improvements in visibility and optimization.
• Guide clients through onboarding, education, and adoption journeys—ensuring high engagement, retention, and satisfaction.
• Conduct quarterly business reviews and content strategy sessions focused on optimizing content visibility, organic growth, and AI-discovery performance (ChatGPT, Perplexity, etc.).

Enterprise Customer Success Manager

• Respond to user inquiries via email, chat, and social media channels in a timely and professional manner
• Troubleshoot issues related to offers, account access, and platform navigation
• Escalate complex issues to the appropriate team with full context and documentation
• Maintain detailed records of user interactions in our support CRM
• Identify recurring issues and report patterns to the product team
• Contribute to the help center by writing and updating FAQ articles
• Deliver consistently high CSAT scores through genuine, solution-focused support

Customer Success Specialist

• Technical Advisory & Lifecycle Management
• Infrastructure Workflow Engineering: Proactively consult with clients to drive "digital transformation" at the field level, moving traditional/manual infrastructure inspection processes to modern, technology-driven workflows.
• Trusted Advisor Status: Serve as the regional subject matter expert in photogrammetry, GIS workflows, and remote sensing, helping enterprise clients translate complex drone and terrestrial data into actionable 2D/3D deliverables.
• Strategic Onboarding: Lead the technical transition from pre-sales to implementation, ensuring engineering, construction, and utility clients realize maximum value quickly within the PIX4D ecosystem.
• Product Advocacy & Roadmap Engagement: Lead roadmap reviews and educate users on advanced, under-utilized features to deepen platform integration and technical stickiness.
• Retention & Consultative Growth
• Net Retention Ownership: Coordinate closely with the Sales team during renewal cycles. Use your industry credibility to identify technical expansion, upsell, and cross-sell opportunities within the existing customer base.
• Success Planning: Co-execute Quarterly Business Reviews (QBRs) for enterprise infrastructure clients and resellers, mapping PIX4D’s evolving capabilities to the client’s long-term business goals and KPIs.
• Risk Mitigation: Drive the team to monitor account health metrics to proactively intervene before a technical account or renewal is at risk.
• Cross-Functional Collaboration
• Voice of the Customer: Act as the internal advocate for the Americas market, funneling complex industry product feedback to Engineering and Product teams to influence the future of the ecosystem.
• Customer-First Coordination: Work alongside the Training & Education team to deliver technical external webinars and specialized, in-person training sessions.

Customer Success Manager – Americas, Civil Infrastructure & Utilities

• Proactive Adoption & Pre-Sales Engineering
• Success Discovery: Partner with the Sales team during pre-sales and trial phases to map out clear technical workflows and success criteria for prospective infrastructure and utility clients.
• Onboarding & Implementation Execution: Own the post-sale handoff by leading technical implementation, data integration, and specialized training sessions across the PIX4D ecosystem (PIX4Dmatic, PIX4Dcatch, PIX4Dcloud).
• Workflow Consulting: Act as a hands-on technical advisor, helping engineering, utility, and construction teams transition from traditional/manual field data collection to sophisticated 2D/3D photogrammetry and GIS deliverables.
• Retention & Account Growth
• Commercial Support: Identify expansion, feature upgrade, and technical upsell opportunities within your portfolio, collaborating with Sales to secure them.
• Value Realization: Collaborate with Sales to prepare and lead technical business reviews for key accounts and resellers, documenting and presenting the tangible time, cost, and safety savings achieved.
• Active Health Management: Regularly monitor technical account health metrics (processing volume, data frequency, license utilization) and initiate proactive outreach to optimize workflows and mitigate risk before the renewal window.
• Field Advocacy & Team Collaboration
• The Voice of the User: Document and channel highly specific user feedback, edge-case bugs, and industry feature requests directly to the Product and Engineering teams.
• Training & Community: Deliver advanced technical webinars, "office hours," and in-person training events in collaboration with the Training & Education team.

Customer Success Specialist – Americas, Civil Infrastructure & Utilities

• Act as a trusted advisor to senior stakeholders
• Help customers navigate their current subscriptions
• Deliver tailored success programs that drive measurable ROI and adoption
• Own and elevate Quarterly Business Reviews focused on outcomes and strategic alignment
• Monitor account health and proactively mitigate risk
• Identify expansion opportunities aligned to customer strategies
• Capture customer feedback and influence Product, Research, and Commercial teams

Lead Specialist, Customer Success – Power & Technology

• Serve as a strategic partner and trusted advisor to state education agencies and internal stakeholders.
• Oversee statewide readiness and execution for the SAT Suite of Assessments.
• Lead design and facilitation of statewide data workshops.
• Ensure seamless delivery, comprehensive training, and actionable data use across states.
• Act as the liaison between key partner divisions serving state contract work.

Director, State Partner Success Manager

• Lead live product demos and facilitate trainings for clients during implementation and post-launch, ensuring stakeholders understand how to effectively use the platform.
• Translate product workflows and functionality into clear, engaging training sessions and documentation tailored to different client audiences.
• Create, maintain, and continuously improve documentation, including user guides, training decks, FAQs, and knowledge base content.
• Configure client-specific portals within Judi and support user acceptance testing (UAT) to ensure successful implementation and launch.
• Submit and track product enhancement and development requests, partnering closely with Product to communicate client needs, validate use cases, and support prioritization.
• Coordinate and track large-scale client migrations, including maintaining migration plans, status tracking, dependencies, timelines, and stakeholder communication.
• Serve as a primary point of contact for clients to triage questions, issues, and feedback, and provide 1/1 client go-live support.
• Partner closely with Product teams to stay current on roadmap priorities, feature changes, and workflows, and collaborate with the Implementation and Account Management teams to align on operational impacts and client needs.
• Act as a trusted Judi Care product expert in client meetings and cross-functional workstreams.
• Contribute to scalable implementation efforts by helping standardize training approaches, materials, and client-facing processes.
• Provide input into release readiness by assisting with testing, drafting release notes, and anticipating client training needs.
• Enable internal teams (Sales, Customer Success, Support) with Judi Care product knowledge and training resources as needed.

Customer Success Manager, Digital Tools

• The Client Success & Resolution Lead plays a critical role in advancing Modern Family Law’s mission, vision, and values by improving the overall client experience and strengthening client satisfaction across the firm.
• Serve as a strategic operational partner responsible for proactively identifying and addressing client concerns before they escalate into formal disputes or complaints.
• Acts as a central point of coordination between clients, attorneys, finance, and operational teams to ensure concerns are handled professionally, consistently, and in alignment with the firm’s standards of service and client care.
• Help establish consistent client experience standards, improve operational accountability, and support long-term client trust and retention.
• Monitor and identify recurring client concerns, operational friction points, communication breakdowns, and billing-related dissatisfaction.
• Develop proactive risk indicators and escalation protocols to identify at-risk client matters early in the process.
• Conduct detailed reviews and root cause analysis to determine the underlying drivers of disputes, complaints, or negative client experiences.
• Analyze trends across offices, legal teams, billing practices, and operational workflows to identify systemic issues and opportunities for improvement.
• Identify recurring themes and provide leadership with actionable recommendations to improve communication standards, service delivery, billing transparency, and operational consistency across the firm.

Client Success Lead

• Deliver a best in class partner experience by supporting enterprise partners from time of sale through implementation and ongoing partnership growth.
• Focus on activation, adoption, and monetization across the partnership.
• Ensure partners have the knowledge, tools, and operational readiness needed to successfully launch, activate, and scale U.S. Bank Avvance.
• Collaborate with internal teams to remove roadblocks, strengthen partner engagement, and drive solutions that support performance and growth.
• Provide ongoing feedback and performance insights to ensure a partner centered experience and advance activation, utilization, and long term partnership success.

See all jobs on JobTailor

Mission Success Manager

Lifecycle Marketing Specialist, CRM Specialist

Business Customer Success Manager

Customer Success Manager

Customer Success Manager

Specialized Customer Success Manager, CLM

Customer Success Specialist, Bilingual English and Spanish

Client Experience Specialist

Customer Success Manager

Senior Customer Success Manager

Clinical Sales Manager, CRM

Enterprise Customer Success Manager

Customer Success Specialist

Customer Success Manager – Americas, Civil Infrastructure & Utilities

Customer Success Specialist – Americas, Civil Infrastructure & Utilities

Lead Specialist, Customer Success – Power & Technology

Director, State Partner Success Manager

Customer Success Manager, Digital Tools

Client Success Lead

Customer Success Manager