Customer Success Manager

• Guide clients through the onboarding process, ensuring a smooth and positive experience.
• Collaborate with cross-functional teams to ensure the successful implementation of our solutions.
• Establish and maintain strong relationships with key stakeholders.
• Conduct regular check-ins to understand clients' evolving needs and challenges.
• Develop and implement strategies to increase customer retention rates.
• Proactively address potential issues and resolve customer concerns promptly.
• Identify opportunities to upsell additional products or services based on client needs.
• Collaborate with the sales team to explore cross-selling possibilities.
• Cultivate customer advocates by identifying satisfied clients willing to provide testimonials or participate in case studies.
• Collect and analyze customer feedback to identify areas for improvement.
• Work with product development teams to relay customer feedback for continuous product enhancements.

Senior Customer Success

• 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

• Support the Sales organization with a variety of Sales Operations and CRM-related tasks, including reviewing, analyzing, and fulfilling business support requests
• Collaborate with cross-functional stakeholders to gather requirements, recommend solutions, and implement Salesforce enhancements aligned to business needs
• Design, build, and maintain Salesforce automations and process improvements, including flows, validation rules, approval processes, and other declarative tools
• Configure Salesforce to support business processes, including custom objects, fields, page layouts, record types, and security settings
• Assist with Salesforce administration activities, including user access support, territory alignment, account setup, and sales crediting requests
• Develop, maintain, and deliver standard and ad hoc reports, dashboards, and analytical insights to support decision-making and identify trends, risks, and opportunities
• Ensure data quality, accuracy, and integrity across Salesforce through monitoring, validation, and data management activities
• Support and troubleshoot day-to-day Salesforce issues, working with users to resolve problems efficiently and effectively
• Monitor system performance and existing processes to identify opportunities for optimization, scalability, and continuous improvement
• Stay current with Salesforce releases, features, and best practices; proactively recommend enhancements that improve business outcomes
• Create and maintain system, process, and technical documentation to support knowledge transfer, audit readiness, and long-term platform sustainability
• Participate in Jira-based work management using Copado, including UAT testing and, when assigned, implementing changes and promoting them through Salesforce environments

CRM Analyst

• Build deep, trusted relationships with a portfolio of high-value, strategic customers. Understand their business objectives and create customized strategies to drive value and achieve measurable outcomes.
• Champion the adoption of Maze solutions by proactively identifying opportunities for growth and recommending tailored use cases aligned with the client’s evolving needs and strategic priorities.
• Act as a consultant and thought partner to C-level executives and key stakeholders, providing insights that elevate their research practices and demonstrate the impact of Maze’s solutions on their business goals.
• Conduct regular, impactful Business Reviews to articulate ROI, deliver insights, and strengthen alignment with client leadership and budget owners.
• Serve as the voice of the customer within Maze, providing actionable feedback to product, sales, marketing, and support teams to continuously improve our offerings and align with client needs.
• Proactively identify challenges and provide creative, scalable solutions to ensure client success, leveraging internal resources and cross-functional collaboration.
• Partner with Account Executives (AEs) and Account Managers (AMs) to ensure renewals and identify expansion opportunities, contributing to both customer retention and revenue growth.
• Work closely with Sales, Product, Marketing, and Research Partner teams to deliver a cohesive, high-impact customer experience that reinforces Maze’s value proposition.

Strategic Customer Success Manager

• Guide customers through each phase of their Proofpoint journey, serving as a trusted advisor through specific activities aimed at providing realized value from their partnership with us.
• Create and maintain Customer Success Plans (CSP) for each of your customers that align with their strategic goals and leverages language meaningful to them
• Secure approval from your customers’ decision makers on the CSP’s content and timeline
• Meet regularly with customers for health checks to review product adoption and provide them with specific, actionable guidance on how they can get more value from what they already own
• Be a relentless advocate for customers to help ensure that Proofpoint deployments are successful
• Consistently gather feedback to identify trends and acting as the voice of the customer, provide that structured feedback to product management
• Identify At Risk customers that are not achieving their desired outcome and as needed, lead cross-functional efforts to get those customers back on track
• Engage appropriate team members from cross functional groups such as Sales, Marketing, Engineering, Support, and Professional Services to help address underlying causes of churn and dissatisfaction
• Learn and document your customers’ environment to ensure their success with the current tech stack and identify opportunities for new solutions to address their pain points or help them exploit new markets.

Customer Success Manager – High Touch

• Build and scale a Client Success function from the ground up
• Define the vision, operating model, and execution of Client Success across the organization
• Establish how Lumelight drives client value, retention, and expansion
• Personally manage a portfolio of key clients and lead strategic accounts

Practice Leader, Client Success

• Define and execute the strategy for Tithely’s customer community, including engagement goals, customer value, and long-term growth.
• Own and manage the community platform and related communication tools.
• Develop and implement programs that increase customer participation, engagement, and advocacy within the community.
• Lead customer-facing communications during critical incidents such as outages, bugs, maintenance windows, and other high-impact events.
• Create and manage lifecycle messaging strategies that keep customers informed without over-communicating.
• Establish consistent messaging standards, tone, and communication cadences across customer touchpoints.
• Own and scale Tithely’s Voice of Customer program, transforming customer feedback into actionable business insights.
• Aggregate and analyze feedback from support tickets, surveys, NPS responses, community discussions, and direct customer interactions.
• Build reporting frameworks that surface trends across customer segments, products, and lifecycle stages.
• Partner cross-functionally with Product, Sales, Support, and Leadership to distribute VOC insights and influence decision-making.
• Track and communicate how customer feedback is acted upon to reinforce customer trust and engagement.
• Map and optimize the end-to-end customer journey, identifying opportunities to reduce friction and improve the customer experience.
• Partner with cross-functional teams to ensure customer experiences align with intended processes and company standards.
• Identify key moments that drive customer satisfaction, retention, and long-term loyalty.

Customer Engagement Manager

• Lead post-installation onboarding and project management for OR/Video integration systems.
• Deliver customized education, workflow optimization, and utilization strategies for clinical teams.
• Analyze usage data to drive adoption, performance, and product expansion opportunities.
• Conduct Quarterly Business Reviews with executive stakeholders to review key metrics and outcomes.
• Collaborate cross-functionally with sales, service, and product teams to ensure customer success.
• Continuously improve onboarding materials, documentation, and training programs.

• Manage a high-revenue book of business, driving growth and long-term retention across your merchant portfolio.
• Collaborate with internal leadership and teams to continuously improve and innovate the merchant experience.
• Source and close expansion deals within your merchant book of business.
• Manage contractual negotiations & renewals to secure long-term partnerships with our top merchants.
• Partner cross-functionally with internal stakeholders to continuously improve the merchant experience.
• Analyze merchant supply chains to identify performance opportunities, operational efficiencies, and risk mitigation strategies.
• Conduct quarterly business reviews, in-person, when possible, to build trusted and lasting relationships at all levels of the merchant business.
• Apply data and analytics to inform decisions, identify trends, and recommend strategic actions.
• Additional duties and responsibilities as necessary.

Lead Merchant Success Manager

• Build strong relationships with key stakeholders at educational institutions, understanding their goals and aligning our solutions to meet their needs.
• Collaborate with the Implementation team to guide new customers through the onboarding process, ensuring they have the resources and support for a smooth start.
• Monitor customer health metrics and usage data to proactively address challenges, identify growth opportunities, and ensure high levels of satisfaction.
• Conduct regular strategic implementation cadence calls, business reviews, and training sessions with customers to foster engagement and address their evolving needs.
• Collaborate with Sales, Implementation, Support, Marketing and Product teams to resolve issues, implement feedback, surface testimonials and case studies, and continually enhance the customer experience.
• Create and share best practices, resources, and playbooks to improve product usage and empower educators and administrators.
• Drive retention and renewals by demonstrating the ongoing value of our solutions, identifying upsell opportunities, and mitigating any potential churn risks.
• Act as a voice of the customer by relaying insights and suggestions to internal teams to influence product development and strategic planning.
• Identify and communicate potential expansion and upsell opportunities to the Sales team by understanding customer needs and highlighting relevant products or services that add value.
• Support customer events, webinars, and workshops to enhance the client community and enable peer-to-peer learning.
• Document customer interactions, feedback, and key account information in our Customer Success platform for accurate tracking and reporting.

Customer Success Manager – Southeast US

• Provide premium client support through account management, denied claim recovery, and complex claims investigations to assigned clients
• Build and manage ongoing professional relationships with clients and stakeholders
• Ensure we maintain relationships at multiple levels within the client
• Provide insights to help drive consistent account placements from assigned clients
• Identify cross-selling opportunities for other Aspirion service and coordinate efforts with assigned sales executive
• Organize training for clients by assessing their needs and communicating with both client and Aspirion departments
• Communicate with clients to resolve escalated processing/protocol issues
• Conduct monthly operational reviews and quarterly business reviews with clients, on site if client preference
• Handle client complaints, provide appropriate solutions and alternatives within appropriate time limits; follow up to ensure resolution
• Communicate with internal departments to assist in resolving client issues, tracking the interactions using the internal systems provided
• Provide regular updates to clients regarding Aspirion’s contribution to their revenue
• Analyze trends and report on key performance indicators
• Identify and assess client needs to exceed expectations
• Interact with staff at all levels, sometimes under pressure; remain flexible, proactive, resourceful, and efficient, with a high level of professionalism and confidentiality
• Maintain HIPAA certification and compliance
• Provides client with feedback of systemic account issues
• Draft and send client visit memo to client detailing issues discussed and resolved during visits
• Include Aspirion success stories in memo
• Ensures any account projects are being worked in a timely fashion (e.g., provider relations spreadsheets, billing projects, etc.)
• Creates process for obtaining information and resolving issues with clients
• Create Processes and Protocols document for Aspirion Team to follow and review
• Requests system access credentials and assist with system access issues
• All other duties as assigned to maintain company standards and client protocols
• Performs other related duties as assigned

Client Success Manager

• Act as the main point of contact between customers and internal teams to address service needs and ensure business alignment.
• Identify and communicate client service requirements to cross-functional teams, ensuring effective execution and adherence to SLAs.
• Oversee the management and implementation of complex service solutions to ensure seamless customer program execution.
• Partner with account leadership on business transformation efforts to enhance service processes, operational efficiency, and financial performance.
• Lead and coordinate customer business reviews, offering strategic insights and recommendations for service improvement.
• Audit customer invoices, track outstanding accounts receivable (A/R), and facilitate timely issue resolution for financial accuracy.
• Maintain comprehensive documentation, including meeting notes and action items, to drive account performance and issue resolution.
• Collaborate with management to identify and convert growth opportunities into tangible results.

• Provide accurate, timely, and professional service on all customer interactions, maintaining high standards for accuracy and customer satisfaction.
• Respond to inbound calls and emails from customers and internal partners using our support platforms.
• Assist with order inquiries, product information, and issue resolution throughout the order process.
• Collaborate with internal teams to ensure seamless communication and service.
• Maintain up-to-date knowledge of PCNA products and services.
• Resolve customer concerns professionally and in alignment with company policy.
• Offer creative solutions tailored to the customer’s needs.
• Document all customer interactions according to standard procedures.
• Navigate internal systems to access order details, pricing, and logistics information.
• Perform other related duties as assigned.

Customer Success Representative

• Become a Trusted Connector: Build and maintain meaningful relationships with members, Partner Suppliers, and prospective members to drive collaboration, and measurable participation.
• Drive Engagement and Results: Lead presentations, proposals, and strategy sessions with existing and prospective members. Identify member needs to drive growth, create outstanding member experiences, and consistently meet or exceed organizational goals.
• Make an Impact in Your Region: Travel within your assigned region (~50-75% travel) to understand member needs, gather insights that drive success, and expand NCTC’s reach by developing non-member prospects through referrals and proactive outreach efforts.
• Champion Innovative Solutions: Introduce NCTC’s capabilities and resources, provide tailored recommendations, and track adoption metrics for recommended solutions. Develop and share best practices with members, ensuring all activities adhere to NCTC policies, requirements, and standards.
• Spot Industry Opportunities: Stay ahead of trends and shifts in broadband and telecom to identify new ways NCTC and its members can grow, contributing to pipeline development and strategic initiatives.
• Promote NCTC’s Value: Represent NCTC at conferences, industry events, and in all professional interactions to enhance visibility and influence. Maintain accurate records of interactions with members and suppliers in NCTC’s CRM to evaluate success and identify areas for improvement.

Member Success Manager

• Cultivate, manage, and expand relationships with Virtual Peaker’s clients through consistent and personalized communications
• Collaborate with Implementation, Product, Marketing, and other internal teams to set expectations with clients and execute projects
• Lead meetings, set agendas, present material, liaise between client requests and what’s best for Virtual Peaker
• Use tools to document activities and codify decision points and milestones
• Follow internal processes to track, manage, and respond to client inquiries and product feedback
• Apply frameworks to appropriately prioritize client inquiries and maintain clear communication with clients
• Identify growth opportunities for new revenue or expanded scope and support teammates that lead upsells
• Develop strategies to meet Virtual Peaker’s goals related to clients and managing accounts

• Lead the development and implementation of regional customer success strategies, ensuring alignment with global objectives and local market needs.
• Drive adoption, expansion, and retention efforts, leveraging data-driven insights to optimize outcomes across the region.
• Strategize with CS leadership and Sales RVP across assigned region.
• Deliver deep and actionable internal QBRs to CS and Sales Leadership.
• Demonstrate commercial acumen by identifying and capitalizing on expansion opportunities, advising on incremental revenue, and securing operational commitments that strengthen customer relationships.
• Serve as a customer-facing leader, establish and nurture senior and executive-level relationships with key decisionmakers and influencers across the customer base, promoting mutual success and long-term partnership across your region.
• Oversee a diverse portfolio of strategic and complex customer accounts, ensuring high satisfaction, reference-ability, and retention.
• Direct, mentor, and develop a team of Senior Managers and Customer Success professionals.
• Proactively identify and mitigate risks to customer satisfaction, growth, and renewal.
• Monitor and report on regional performance against key metrics to senior leadership, providing actionable insights and recommendations for continuous improvement.

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Senior Customer Success

Director, State Partner Success Manager

CRM Analyst

Strategic Customer Success Manager

Customer Success Manager – High Touch

Practice Leader, Client Success

Customer Engagement Manager

Customer Success Manager

Lead Merchant Success Manager

Customer Success Manager – Southeast US

Client Success Manager

Customer Success Manager

Customer Success Representative

Member Success Manager

Client Success Manager

Director, Customer Success – Central Region