Customer Success Manager

• Support activities under the GEOINT Director
• Generate analytic products and reports in support of customers’ needs and requirements
• Provide mentorship and guidance to customers via ad-hoc and structured training for working with and leveraging Fraym Data
• Work closely with customers, understanding their mission and workflows, to proactively provide support
• Gather specific technical and data requirements to translate customer needs to Fraym engineers and data scientists
• Generate use cases and data user stories, illustrating Fraym’s value proposition

GEOINT Customer Success Manager

• Identify and define a growth strategy in the market for the business
• Consistently exceed monthly, quarterly and annual sales targets and expect to be well-compensated for results
• Manage the sales process end to end, proactively managing our internal teams to ensure completion of the implementation process

New Business Sales – Automotive CRM

• Execute overall company and Customer Success strategy to deliver adoption, expansion, and retention.
• Drive adoption and retention efforts across your region, leveraging data-driven insights to optimize customer outcomes.
• Lead and coach a team of Customer Success professionals in achieving business goals including maintaining a high GRR, increasing NRR, and driving key KPIs.
• Serve as a customer-facing leader and foster senior and executive-level strategic relationships across your book of business.
• Measure and monitor your book of business progress against key performance indicators, reporting internally and to customer stakeholders.
• Build and execute Customer Success Plans to establish strategic goals and help customers achieve their business objectives.
• Collaborate with internal teams (Account Management, Professional Services, Education, SME) to identify opportunities for further adoption of our solutions.
• Advocate for customer needs across departments and manage resolutions for escalated concerns.
• Demonstrate a commercial mindset to drive strategic alignment and tactical execution.

Manager, Customer Success – Central Region

• 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

• 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 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

• Drive Customer Value & Growth
• Ensure every customer experiences consistent, high-quality engagement throughout their lifecycle.
• Partner with Sales, Renewals, and Services leadership to drive adoption, retention, and expansion across the customer base.
• Model and coach a cohesive account team approach — ensuring CSMs, TAMs, Account Executives, and Renewal Managers operate as a unified team aligned on customer outcomes.
• Provide executive sponsorship for strategic accounts and serve as a trusted advisor to C-level customer stakeholders.
• Cultivate Deep Product Expertise
• Uphold one of the hallmarks of Highspot’s Customer Success team by developing and maintaining deep knowledge of our platform and its integrations within customer environments.
• Ensure the CSM organization is equipped to provide best practices, training, and guidance that maximize customer value and adoption.
• Champion product expertise as a differentiator, reinforcing credibility and trust with customers at every level.
• Foster a High-Performance Culture
• Lead with a people-first mindset — genuinely investing in the development, wellbeing, and career growth of every member of your team.
• Hire, coach, and develop top talent at every level of the CSM org, leading with high emotional intelligence and self-awareness.
• Set and uphold high performance and engagement standards, balancing accountability with empathy.
• Cultivate a culture that embodies Highspot’s guiding principles, especially “Enjoy the Ride.”
• Drive Commercial Impact & Retention
• Lead a team in owning and exceeding a dedicated customer retention target for your assigned strategic portfolio.
• Drive adoption of MEDDPICC sales methodology.
• Ensure your CSMs run proactive renewal validation — confirming stakeholder alignment, surfacing risk, and documenting customer value — in close partnership with their Renewal Managers.
• Maintain forecasting accuracy for renewals and expansion, providing reliable, data-driven insights to leadership.
• Drive your CSMs to surface and qualify expansion opportunities in partnership with Account Executives who own the commercial relationship, stepping in to support key deals as needed.
• Collaborate Cross-Functionally
• Partner with Product leadership to channel customer insights into product strategy and innovation.
• Work with Marketing and Sales to align on customer advocacy, referenceability, and expansion opportunities.
• Collaborate with Operations and Analytics to ensure data-driven decision-making across the CSM function.
• Lead & Scale the Organization
• Build and inspire a segment-focused Customer Success team that sets the standard for excellence across Enterprise and Strategic accounts.
• Implement scalable processes, tools, and metrics that drive efficiency, consistency, and predictable outcomes.
• Develop the leadership bench within the CSM org, ensuring succession planning and long-term organizational strength.

Director, Customer Success Management

• Become a trusted advocate/advisor to customers
• Deliver an exceptional customer experience
• Oversee customer training and implement adoption strategies
• Drive growth by securing existing business and identifying expansion opportunities
• Proactive outreach to customers
• Provide high-level governance and operational oversight
• Deliver regular business reviews
• Support the Customer Success mission
• Partner and Mentor

Customer Success Manager, IP

• Become a trusted advocate/advisor to customers
• Deliver an exceptional customer experience
• Oversee customer training and implement adoption strategies
• Drive growth by securing the existing business
• Proactive outreach to customers
• Provide high-level governance and operational oversight
• Deliver regular business reviews
• Support the Customer Success mission
• Partner and Mentor

• Examine sales, account management, and business retention metrics
• Control strategic business plans for accounts and customer relationships
• Support profitable growth and other business objectives
• Perform and support plan changes and ID card facilitation
• Conduct inbound phone calls and complete documentation requests
• Oversee prior authorization and accessibility processes
• Resolve claims issues and manage manual eligibility adds and terminations
• Facilitate and participate in external-facing meetings

Pharmacy Benefit Management Client Experience Manager

• Drive an exceptional operational experience for clients
• Identify learner escalation trends and surface feedback
• Collaborate cross-functionally with internal teams
• Provide learner escalation support for clinical programming
• Analyze client and learner feedback for trends

Senior Client Success Specialist

• Manage the relationship and fulfillment of work for anywhere between 5-150 clients (varies based on required communication as well as volume of BL work)
• Establish, maintain and develop the relationship between Business Licensing Team and the client
• Receive new order/project requests from clients and partner with onboarding to have those orders set up in our system
• Provide regular status updates to the customer for any pending projects/renewals
• Expertly handle approximately 50-75 new emails daily in an accurate, timely, and courteous manner
• Schedule and lead client meetings to discuss ongoing projects, as needed
• Ensure that the integrity of the license records and client data/documents remains intact throughout the course of the relationship
• Work with internal and external clients to resolve any barriers to licensure and ensure customer satisfaction
• Anticipate client needs and follow through with upsell opportunities
• Operate efficiently within an internal collaborative team environment

Customer Success Associate

• Swank Motion Pictures, the world’s largest non‑theatrical distributor of studio‑licensed films, partners with major studios to deliver Hollywood content to schools, colleges, healthcare institutions, cruise lines, libraries, and other unique venues worldwide.
• As Swank modernizes its digital marketing ecosystem, we’re seeking a strategic, data‑driven Marketing Automation & CRM Strategist to elevate our email and CRM marketing programs. In this role, you’ll transform email into a high‑impact, revenue‑driving channel through advanced segmentation, lifecycle journey development, personalization, and continuous optimization. You’ll also serve as Swank’s in‑house Dynamics expert, maximizing platform capabilities, strengthening data integrity, and driving measurable gains in lead generation, pipeline progression, retention, and revenue.
• This highly cross‑functional position collaborates closely with marketing, sales, design, CRM, and digital teams to align messaging and targeting in support of company growth.
• **Responsibilities:**
• **Lifecycle & Automation Strategy**
• - Own Swank’s email and marketing automation strategy across all markets, designing and optimizing full-funnel lifecycle journeys (nurture, onboarding, engagement, cross-sell, renewal, reactivation)
• - Implement behavioral triggers, dynamic workflows, and lead scoring in partnership with sales and CRM teams
• - Identify and execute opportunities to automate manual processes and improve efficiency
• **CRM & Dynamics Platform Ownership**
• - Serve as the primary marketing owner of Dynamics marketing automation, maximizing platform capabilities for segmentation, personalization, and performance
• - Ensure accurate data flow, integration, and tracking in collaboration with CRM stakeholders
• - Establish governance and best practices for database segmentation, workflows, and internal expertise-building
• **Segmentation, Personalization & Data Quality**
• - Develop advanced segmentation strategies across markets, personas, and buying stages
• - Leverage dynamic content and personalization to increase engagement and conversions
• - Maintain data hygiene and continuously refine audience targeting with CRM and sales partners
• **Performance Measurement & Optimization**
• - Define and monitor email KPIs tied to pipeline, retention, and revenue goals
• - Analyze campaign performance, communicate insights, and adjust strategies to improve ROI
• - Lead a structured testing roadmap (subject lines, cadence, segmentation, content, send time)
• **Campaign Execution & Calendar Management**
• - Manage the cross-market email marketing calendar for customer and prospect communications
• - Oversee campaign development, scheduling, QA, launch, and mobile optimization
• - Maintain high standards for clarity, brand alignment, user experience, and cross-functional collaboration with copywriters, designers, and marketing teams
• **Content Strategy & Cross-Functional Alignment**
• - Guide copywriters and designers with clear messaging intent, content goals, and optimization insights
• - Align email messaging with product marketing, sales, and digital go‑to‑market strategies
• - Use performance data and user behavior to evolve content strategy and creative direction
• **Compliance & Best Practices**
• - Ensure all campaigns meet data protection regulations, deliverability standards, and industry best practices
• - Maintain list health, opt‑in integrity, and deliverability optimization while staying current on emerging trends and technologies

Marketing Automation, CRM Strategist

• Own value creation and drive adoption, retention, renewals, and expansions across a portfolio of hospitals and health systems for the Incredible Health Career Marketplace and Incredible Health Lyn.
• Serve as a strategic advisor from post-onboarding through renewal, including optimizing hiring funnels, rolling out new capabilities, refining processes, and aligning to system-level workforce goals.
• Lead executive engagement with regular executive business reviews, clear success plans, and decisive follow-through.
• Use AI daily, including building AI agents and workflow automations that accelerate reporting, insights, and client execution.
• Translate data into clear narratives and action plans that earn buy-in from clinical, human resources, and C-suite leaders.
• Navigate complex stakeholder landscapes across multiple sites and service lines, including setting shared goals, unblocking dependencies, and delivering timely outcomes.
• Partner cross-functionally to deliver a unified, high-quality client experience and capture voice-of-customer insights to inform roadmaps and service improvements.
• Operate with autonomy and creativity, communicating proactively and moving fast without sacrificing quality.

Enterprise Customer Success Manager – AI-native

• Cultivate a broad understanding of CommandLink’s products, technology, software, and game-changing support methodology.
• Leverage powerful proprietary software tools for maintaining regular communication with a defined list of customers, keeping ahead of their technology initiatives, and positioning CommandLink to grow our partnership with our primarily mid-market and enterprise customer base.
• Gain the trust of your assigned customers, be a trusted point of contact for questions and action items, and act quickly and communicate effectively when a customer has a positive experience with CommandLink across their life cycle.
• Implement strategic initiatives created in cooperation with CommandLink leadership that will identify opportunities for product cross-selling and work with the various additional resources through a sales cycle and to ultimately winning additional business.
• Manage the proprietary CommandLink software tools including CRM, quote tool, sales play automation tool, and KPI dashboards to ensure metrics are achieved.
• Have a positive impact on the company culture, which CommandLink is very focused on maintaining as we rapidly grow into a U.S. leader for enterprise network, communications, and software solutions.
• Takes on additional responsibilities and projects as needed to support the success of the team and organization.

• Engage with customers’ executive leadership to align on business goals, improvement priorities and success strategies
• Proactively monitor key performance and risk indicators for assigned accounts and manage escalations through creation and utilization of an action plan
• Work autonomously to manage ongoing internal and external communication and projects across multiple customers simultaneously to ensure customer satisfaction and retention
• Identify expansion and cross sell opportunities that align with customers’ short and long-term goals
• Design, lead and document annual and quarterly business reviews that add value to the customer with minimal instruction
• Independently identify risk and use sound judgement to properly escalate customer issues and barriers to continued success
• Maintain wide-ranging knowledge of Brightree HME and pharmacy products/services as well as industry and regulatory changes
• Research, diagnose and resolve basic and complex customer questions or problems on site, over the telephone or through electronic communication
• Facilitate working sessions with customers to understand and document business and technical requirements for improved functionality in the Brightree system

• Own and optimize Grove's lifecycle and trigger ecosystem — including complex Braze canvases, targeting and exclusion logic, Liquid personalization, and technical integrations with Shopify and Recharge
• Design, execute, and operationalize A/B and multivariate tests across channels, maintaining an ongoing testing pipeline that compounds learnings over time
• Build, QA, and deploy campaigns and canvases directly in Braze across email, push, SMS, and in-app channels
• Analyze campaign and trigger performance on a weekly and monthly basis, translating data into actionable insights
• Bring a strategic lens to lifecycle program decisions — contributing a point of view on what to prioritize, what to test next, and where the biggest opportunities are
• Collaborate cross-functionally — including playing a key role in integrating CRM with new personalization and loyalty infrastructure

Marketing Manager, CRM

• Own and continuously optimize the full client lifecycle, from onboarding through long-term partnership, renewal, and expansion.
• Design and lead structured onboarding programs that drive rapid adoption, clear value realization, and high client satisfaction.
• Build and maintain trusted, executive-level relationships with law firm leadership and key stakeholders.
• Leverage client data and performance metrics to identify trends, risks, and opportunities to improve retention and outcomes.
• Establish clear success metrics, feedback loops, and reporting frameworks to continuously improve the client experience.
• Build, lead, and mentor a high-performing Client Success organization, including managers and specialists.
• Foster a culture of accountability, collaboration, and excellence aligned with company values.
• Recruit, train, and develop top-tier talent to support growth and scalability.
• Develop and implement scalable systems, processes, and policies that drive operational efficiency and consistency.
• Partner with executive leadership to define and execute the company’s client success strategy and long-term objectives.
• Analyze performance data to inform strategic decisions, continuous improvement, and growth initiatives.
• Manage budgets and resources responsibly, ensuring profitability and operational discipline.
• Partner closely with Sales to support renewals, expansion opportunities, and revenue growth.
• Ensure strong post-sale execution to support sales targets and client expectations.
• Collaborate with Product, Operations, and Leadership teams to align client needs with company strategy and roadmap.
• Lead and operate in full alignment with Stafi’s core values: be reliable, work hard, have fun, care deeply, be passionate, take initiative, collaborate, and demonstrate loyalty.

Client Success Manager, Law Firm Experience

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Manager, Enablement & Operations – Customer Success

• Partner with the respective Territory Manager on sales strategies to maximize revenue with assigned and prospective accounts.
• Answer incoming calls from assigned accounts to take sales orders and/or handle customer service issues.
• Initiate proactive calls to established accounts in order to grow sales revenue and develop customer loyalty.
• Assist accounts in the research and purchase of items that are both stocked and non-stocked by Animal Health and manufacturer partners.
• Deliver excellent customer service by communicating with purchasers and utilizing reference materials, as needed, to follow through with accounts.
• Assist accounts with questions or concerns while maintaining a professional and friendly attitude.
• Assist accounts with the return of incorrect or damaged merchandise within established guidelines.
• Attend weekly sales meetings to keep informed on new products and changes within the industry.
• Process orders for assigned territory.
• Monitor backorder status for accounts.
• May gather information regarding assigned territory or accounts and share necessary information with TM partner.
• Contact accounts to gather information, offer appropriate specials and programs, and communicate industry information related to the account and the company.
• Support general queue sales calls.
• Minimal travel requirements.

Customer Success Manager jobs in Montana

See all jobs on JobTailor

GEOINT Customer Success Manager

New Business Sales – Automotive CRM

Manager, Customer Success – Central Region

Senior Customer Success Manager

Customer Success Operations Lead

Senior Customer Success Manager

Director, Customer Success Management

Customer Success Manager, IP

Customer Success Manager

Pharmacy Benefit Management Client Experience Manager

Senior Client Success Specialist

Customer Success Associate

Marketing Automation, CRM Strategist

Enterprise Customer Success Manager – AI-native

Customer Success Manager

Customer Success Manager

Marketing Manager, CRM

Client Success Manager, Law Firm Experience

Manager, Enablement & Operations – Customer Success

Customer Engagement Representative