Customer Success Manager

• Engages directly with clients or internal stakeholders across Gartner
• Acts as a connector between internal and external Clients and the Gartner Analyst community
• Provides research and resources to business leaders
• Partners with internal stakeholders on client needs
• Builds strong working relationships with the Gartner Business & Technology Insights Analyst community

Client Engagement Specialist

• Maintain and update the project management board to accurately reflect campaign status, timelines, and task ownership across the workstream.
• Build and configure promotions campaigns end-to-end, ensuring accuracy in offer mechanics and targeting.
• Assist in QA and testing processes for new product features and promotional tooling, identifying and flagging gaps.
• Support the scoping and triaging of technology issues affecting promotional delivery, documenting findings, and coordinating with relevant stakeholders toward resolution.
• Partner with CRM team to align promotional builds with messaging strategy and channel execution.
• Adhere to process documentation for campaign builds, QA workflows, and operational procedures.
• Ensure all promotional materials and configurations meet compliance and brand standards.
• Track operational and campaign performance trends to surface issues to support team decision-making.
• Serve as the primary liaison between customer service and marketing teams, translating frontline feedback into actionable improvements to campaigns and processes.

Coordinator – Lifecycle CRM Operations

• Assist and support the implementation process for newly acquired clients, ensuring a smooth onboarding experience
• Onboard new clients and provide hands-on training to ensure they can effectively leverage AI-driven solutions for underwriting, risk assessment, and financial decision-making
• Build and nurture strong client relationships, serving as a trusted advisor with a solid understanding of financial services, underwriting processes, and regulatory considerations
• Work closely with your clients to build success and growth plans that ensure maximum utilization while laying the foundation for expansion efforts
• Proactively engage with clients to assess satisfaction, identify challenges related to underwriting or financial workflows, and recommend solutions
• Serve as front-line point-of-contact for your clients, ensuring timely resolution of issues related to underwriting workflows, data integrations, or AI performance
• Maintain up-to-date client demographic, portfolio, and underwriting-related data within CRM and internal systems
• Work collaboratively with various internal teams to ensure seamless service delivery and problem resolution
• Gather customer feedback post-implementation and relay it to the product development team for ongoing enhancements
• Champion the voice of the customer internally, advocating for customer-centric improvements across FinTech and underwriting use cases
• Monitor customer success metrics and develop strategies for improvement
• Manage an assigned book of business overseeing all aspects of key accounts and client relationships
• Manage and grow existing client accounts monthly, by initiating contact with clients, identifying their needs and selling appropriate products to meet those needs
• Maintain internal reporting, organization, and ticketing system
• Partner with the Customer Success leaders to identify trends across the book of business, including underwriting performance, risk outcomes, and customer usage patterns
• Identify and execute on process improvement opportunities
• Maintain up-to-date client demographic, portfolio, and underwriting-related data within CRM and internal systems
• Lead weekly client syncs, steering committees, QBRs, and onsite sessions with stakeholders as needed
• Other duties as assigned

• Assist clients with vacation planning and recommendations
• Research destinations, accommodations, cruises, and vacation packages
• Prepare customized proposals and itineraries
• Coordinate reservations with preferred suppliers
• Maintain detailed client communications
• Participate in ongoing professional development and supplier training
• Build a strong referral-based client network

Client Experience Specialist

• 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

• Own implementation phase through onboarding, training, executive sponsored meetings and goal/ KPI setting
• Collaborate with internal teams through onboarding integration to create a strong foundation for partnership
• Leverage Partner operational and CSAT data to track performance while proactively engaging with Vendors to maintain momentum and course correct as required
• Track KPIs such as velocity of implementation, lead generation by vendor, revenue generated, vendor retention and satisfaction rate, residual reports
• Build trusted relationships with key stakeholders within Modernizing Medicine and the Vendor organization to facilitate all areas of support directly related to Vendor Growth
• Review the progress of Vendor Growth and ensure that milestones and KPIs are met, and that Vendors are successful
• Drive revenue by cross selling services
• Introduce, demonstrate, and sell new products and services to the partner community
• Be responsible for the retention of vendors and recognition of at-risk characteristics and red flags
• Be able to identify potential in accounts by studying current business, evaluating additional needs of our vendors and analyzing opportunities
• Create and execute action plans on behalf of the vendor to engage appropriate cross functional teams to contribute to development, integration efforts, marketing, and channel (services) sales
• Host training and webinars to get vendor sales teams up to speed on Modernizing Medicine product and service offerings
• Work with Business Development managers to provide support by way of collateral resources, training support, etc

Vendor Success Manager

• Manage strategic partnerships with clients, serving as the main liaison.
• Proactively pinpoint opportunities for enhancing customer performance using comprehensive data analysis.
• Cultivate collaboration among affiliated clients, facilitating the exchange of success stories and fostering customer-to-customer cooperation.
• Serve as a reliable advisor to clients, promoting the adoption of solutions, ensuring alignment with operational goals, and delivering measurable value.
• Craft and deliver narratives on product utilization to illustrate ROI to clients, while also identifying avenues for further adoption and value realization.

Senior Provider Customer Success Manager – Payer, Provider & Convener

• Manage a portfolio of state, local government, and education clients
• Act as a trusted advisor to government IT leaders, school districts, and higher education institutions
• Identify opportunities to expand NinjaOne’s presence within public sector organizations
• Understand the specific challenges of SLED IT environments
• Build strong, long-term partnerships with public sector IT teams and procurement officials
• Work closely with NinjaOne’s legal and finance teams to navigate RFPs and contracts
• Utilize Salesforce to track opportunities, forecast revenue, and manage customer engagement
• Stay up to date on SLED technology trends, government initiatives, and education IT funding sources

Customer Success Manager – SLED

• 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

• Work closely with Promotions Customer Value team to align promotional and messaging pillars
• Lead engagement strategy across VIP, partnerships, play-up and cross-sell focused initiatives
• Work closely across CRM teams to create and manage testing strategy and communication plans
• Create consistent process-first guidelines to ensure best-in-class customer experience for all Customer Value-led content
• Ensure all CRM materials meet compliance and brand standards
• Communicate how campaign mechanics, targeting strategy, segmentation framework and messaging adhere to broader Sportsbook CRM team goals
• Analyze performance trends to optimize against key objectives

Manager – Sportsbook Customer Value CRM

• 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

• As a Marketing Account Strategist, you'll play a pivotal role in coaching and collaborating with practice owners to optimize digital marketing strategies and maximize ROI.
• Address partner concerns, including lead quality, ad spend optimization, CRM training, website updates, SEO strategies, front-desk and team training, and CRM issue diagnosis.
• Conduct 10-15 weekly calls with practice owners to review marketing performance, identify areas for improvement, and provide actionable strategies.
• Handle 25-30 daily emails covering a variety of partner inquiries, requiring exceptional attention to detail and a solutions-oriented approach.
• Develop tailored strategies for paid search, social media marketing, SEO, and web performance.
• Manage relationships with up to 40 partners simultaneously, ensuring personalized support and high-value communication across multiple platforms.
• Lead training calls to equip partners and their teams with the knowledge and tools to execute and optimize digital marketing efforts effectively.
• Analyze campaign performance and partner feedback, leveraging insights to refine strategies that continuously maximize results and ROI.
• Utilize multiple software tools, such as CRMs (HighLevel), project management systems (ClickUp), and analytics platforms, to ensure seamless execution of campaigns.

Practice Growth & Marketing Advisor – Client Success, Orthodontic & Dental

• Own and evolve the global CRM product strategy and roadmap, aligned to commercial priorities and business objectives.
• Serve as the primary product owner for CRM platforms, translating business needs into clear product requirements and backlog priorities.
• Partner with global and regional commercial stakeholders to ensure CRM capabilities support sales effectiveness, customer engagement, and analytics needs, and integrations with broader commercial functions (marketing automation, customer data).
• Lead cross‑functional collaboration with IT delivery teams, vendors, and architects to ensure high‑quality, on‑time product delivery.
• Govern product lifecycle management, including enhancements, integrations, upgrades, and decommissioning activities.
• Ensure CRM solutions comply with data privacy, security, and regulatory requirements across global markets.
• Track product performance and adoption, using insights to drive continuous improvement and value realization.

Senior Manager, Global CRM

• Own and evolve the global CRM product strategy and roadmap, aligned to commercial priorities and business objectives.
• Serve as the primary product owner for CRM platforms, translating business needs into clear product requirements and backlog priorities.
• Partner with global and regional commercial stakeholders to ensure CRM capabilities support sales effectiveness, customer engagement, and analytics needs, and integrations with broader commercial functions (marketing automation, customer data).
• Lead cross-functional collaboration with IT delivery teams, vendors, and architects to ensure high-quality, on-time product delivery.
• Govern product lifecycle management, including enhancements, integrations, upgrades, and decommissioning activities.
• Ensure CRM solutions comply with data privacy, security, and regulatory requirements across global markets.
• Track product performance and adoption, using insights to drive continuous improvement and value realization.
• Provide leadership and guidance within the Commercial Technology organization, modeling strong product ownership and stakeholder engagement.
• Lead the application of AI, advanced analytics, and automation to modernize commercial platforms, enhancing customer engagement, pricing and revenue optimization, and data-driven decision-making while driving scalable and compliant commercial execution across sales, marketing, and customer operations.

Senior Manager, TPO Global CRM

• 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 point of contact for assigned clients, ensuring strong and lasting relationships through proactive customer engagement techniques such as regular check-ins, tailored communication plans, and the use of CRM tools to track and enhance interactions.
• Address client inquiries and concerns promptly to maintain satisfaction and build trust.
• Assist in creating and managing detailed project plans and timelines under the guidance of the Customer Success Manager.
• Lead on-site launch events and facilitate virtual and in-person resident engagement activities.
• Collect and report client feedback using Voice of Customer (VoC) methodologies such as surveys, interviews, and data analytics to identify areas for service enhancement and inform strategic decisions.
• Work closely with the Customer Success Manager to prepare materials for client account reviews and strategy discussions.

Customer Success Coordinator

• 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 primary post-sale consultative partner, leveraging in-depth industry and product knowledge to drive customer satisfaction, maximize product value, and ensure effective adoption and utilization, ultimately enhancing client relationships and delivering measurable business outcomes.
• Customer Relationship Management: Serve as the primary point of contact for customers, fostering long-term relationships to become a trusted advisor, and staying proactively engaged to ensure the product or service is functioning as intended and adding expected value.
• Product Expertise and Strategic Recommendations: Leverage deep knowledge of client industries, products, and market roles to provide expert guidance, enhance customer awareness, and make strategic product recommendations, while identifying renewals, migrations, upsell, and cross-sell opportunities to achieve desired customer outcomes.
• Customer Onboarding, Adoption, and Success: Support customer onboarding, product recommendations, and new-client implementations to drive seamless adoption and utilization.
• Performance Tracking and Strategic Development: Monitor customer usage, satisfaction, risk, and success metrics, providing regular reports and insights, and assisting in the development of strategic direction and positioning of focused projects to drive customer engagement, retention, and growth.
• Knowledge Transfer and Feedback Loop: Conduct knowledge transfer through delivering training and minimal technical guidance, providing feedback to product development teams on service offering improvements, and conducting complex work, unsupervised, with extensive latitude for independent judgment.

Lead Customer Success Manager

• 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

Customer Success Manager jobs in Florida

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Client Engagement Specialist

Coordinator – Lifecycle CRM Operations

Customer Success Manager

Client Experience Specialist

Marketing Specialist, CRM/Lifecycle

Vendor Success Manager

Senior Provider Customer Success Manager – Payer, Provider & Convener

Customer Success Manager – SLED

Senior Customer Success Manager

Manager – Sportsbook Customer Value CRM

Senior Customer Success Manager

Maritime Mission Customer Success Manager – TS/SCI

Practice Growth & Marketing Advisor – Client Success, Orthodontic & Dental

Senior Manager, Global CRM

Senior Manager, TPO Global CRM

Strategic Customer Success Manager – MarTech / AdTech

Customer Success Coordinator

Customer Success Operations Lead

Lead Customer Success Manager

Senior Customer Success Manager