Customer Success Manager

• 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

• Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, certificates of insurance, auto ID cards, billing, payments, or any other service-related matters.
• Proactively seek referrals from current customers to solicit new business and capitalize on cross-sell opportunities.
• Provide an exceptional customer experience.
• Document renewal, sales, and insurance operations compliance documents into the agency management systems.
• Attend internal and client meetings, as needed.
• Follow agency guidelines, policies, and procedures.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Promote a commitment to achieve or exceed internal and external performance standards.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.

Commercial Lines Customer Success Representative

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

Marketing Specialist, CRM/Lifecycle

• The Senior 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

• As a Customer Success Platform Area TAM, you will fuel solutions to ensure every customer request makes the deepest impact possible for our customers.
• Guide account team members and customers on optimal use of the Splunk Platform.
• Provide recommendations for a customer’s overall technical health.
• Conduct research from various resources with the ability to consistently find answers to questions and solve complex technical problems.
• Proactively engage Area aligned Technical Success Engineers to review and assess their account’s health situation.
• Deliver customer onboarding enablement-based workshops and achieve success milestones.

Customer Success, Splunk Platform Area TAM

• Own a portfolio of customers and drive technical adoption, value realization, and long-term success
• Serve as a trusted technical advisor, translating customer goals into onboarding, enablement, and solution guidance
• Partner cross-functionally with Sales, Support, Product, and Engineering to resolve blockers and improve the customer experience
• Monitor customer health, identify risks and expansion opportunities, and proactively recommend actions to improve outcomes
• Document best practices, recurring technical issues, and customer feedback to help scale processes and influence product improvements

Technical Success Manager

• 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

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

Director, Customer Success – Renewals Ownership Required

• Actively drive client participation and engagement to support a new Versana product launch.
• Lead and mentor other client success associates.
• Collaborate with product, engineering, marketing, sales and customer success teams to deliver a product go-to-market (GTM) plans.
• Passionate about developing and implementing the ideal customer journey for a new product.
• Provide direct client training to drive adoption of Versana’s self-service technology solution.
• Partner with the Director of Product Operations and Head of Product with Go-to-Market (GTM) execution for Versana new product launch, including Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account activation.
• Provide ongoing support to new clients with training and manual processing of the new product’s launch.
• Address queries from Agents and Lenders around the new product’s process and workflow, from loan and amendment documentation, system queries to process of the new product’s capture.
• Assist with developing and adhering to performance metrics and provide continued recommendations for process improvement to reduce turnaround times for existing processes.
• Adhere to internal and external onboarding and new product related SLAs, where applicable.
• Ensure that all operations comply with industry regulations, data security standards, and risk management protocols.

Client 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

• Serve as the primary support for Outside Sales Reps, addressing high-level customer inquiries and assisting in account management to maximize revenue & gross margin on assigned book of business.
• Prepare and manage quotes, proposals, and business reviews to support the sales process.
• Conduct customer research to identify opportunities for deeper engagement and account growth.
• Manage Salesforce data, including account updates, pipeline tracking, and reporting to support sales representatives.
• Resolve customer issues by coordinating with internal teams to ensure timely and effective resolution.
• Analyze sales data to identify trends, opportunities, and areas for improvement
• Cultivate strong relationships with existing customers & suppliers to drive satisfaction, loyalty, and retention.
• Adapt day-to-day activities to meet the unique needs of customers.
• Partner closely with sales reps and other sales roles to deliver a seamless and high-quality customer experience.
• Facilitate effective handoffs and communication between teams to maintain account continuity and satisfaction.
• Assist with scheduling and coordinating partner meetings with outside sales representatives.

Partner Success Sales Associate II

• A leadership position responsible for managing an industry-leading group that delivers Wholesale Payments solutions to clients.
• Ensures the accurate execution and/or resolution of issues related to various wholesale services.
• Acts as the point of escalation, partnering with other leaders.
• Encourages collaboration within the team and with business partners.
• Responsible for developing and maintaining effective risk controls through documented procedures and job aids for Client Success.
• Researches, suggests, and implements more efficient processes to improve quality, enhance client satisfaction, and reduce costs.

Wholesale Payments Client Success Team Leader

• Provide functional and operational support of technology software and systems.
• Serve as the primary resource for day-to-day administration of the CRM platform.
• Continuously monitor, clean, and validate data to maintain high standards of data quality.
• Investigate, troubleshoot and resolve system and data related issues.
• Deliver end-user support, training and guidance.
• Promote best practices related to data management, reporting, and CRM utilization.
• Develop and maintain dashboards and reports by integrating data from multiple sources.
• Partner with vendors and service providers, ensuring effective communication, service delivery and contract compliance.
• Support end-to-end projects, execute activities across the project lifecycle and ensure timely and high-quality deliverables.
• Apply solutions and implement proactive strategies to address complex, undefined and ambiguous challenges.
• Collaborate within the team to ensure team-level goal achievement and enable successful adoption and integration of technology solutions.
• Support and facilitate internal and external meetings.

Senior CRM System Analyst

• Develop relationships with strategic customers, understand how their shops run, and what makes their business successful
• Manage and check in proactively on a regular cadence to ensure customers maintain high NPS, are engaged, and have a high adoption of Shopmonkey’s offerings
• Using Data to Drive depth within your book of business, make strategic recommendations, and a cadence of QBRs
• Become a trusted advisor and advocate for customers’ stakeholders and executives
• Managing the payments/billing and administration side of your Book of Business
• Partnering with Commercial leaders to drive value-add upsells, cross-sells, and successful renewals for both growth and maintaining NRR
• Remove adoption roadblocks by understanding challenges and recommending solutions, driving product value and stickiness
• Become the voice of the customer, and represent customer use cases internally
• Travel to customer location(s) for meetings with stakeholders and attend events/trade shows, as required

Strategic Customer Success Manager – Enterprise

• Pipeline Orchestration: Collaborate with Specialized and commercial-focused partners to identify high-fit accounts and build a durable, high-velocity pipeline.
• Strategic Alignment: Co-design account strategies with commercial sellers, leveraging partner status as trusted advisors to penetrate new markets.
• Partner Collaboration: Work alongside Partner Account Managers (PAMs) to drive commercial-specific business initiatives.
• Value-Based Co-Selling: Lead joint sales pursuits using Value Engineering to anchor propositions in customer business outcomes.
• Mutual Action Plans: Facilitate MAPs between commercial internal teams, partners, and clients to ensure a frictionless path to closure.
• Deal Architecting: Manage partner-led transactions from discovery to signature, maintaining the partner as the primary relationship driver.
• The Success Handshake: Bridge the gap between initial close and long-term value by keeping partners embedded in the Customer Success workflow.
• Outcome Realization: Execute customer success frameworks to track and measure business outcomes, ensuring high adoption and time-to-value.
• Expansion & Retention: Identify upsell opportunities by leveraging partner-led insights into evolving customer needs.

Global Partner Sales & Success Lead

• Partner with client-specific locations to provide updates and support on services planned and rendered.
• Schedule Independent Service Providers (ISPs) for services and monitor through completion for client satisfaction.
• Manages the life cycle of a client workorder, including: Creating the workorder, Assigning to ISPs, Scheduling the service, Following up on completion, and invoicing the client.
• Communicate internally and externally using phone, email, text messages, Microsoft TEAMS, and 3rd part work order management systems.
• Serve as the liaison between the client and Independent Service Provider (ISP).
• Manage customer concerns as they arise in a timely and professional manner.
• Accurately manage and update ISP and client activities in JANIT.
• Daily IVR validation and monitoring to ensure ISPs are meeting scheduled commitments.

Client Success Agent

• 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

• Serve as a key client success leader in the Amazon client account
• Build and maintain trusted relationships with Amazon's AI, data science, product, and operations leaders
• Lead executive business reviews and strategic planning sessions
• Map the full Amazon organization to identify opportunities
• Act as Amazon's internal advocate, surfacing insights
• Develop deep expertise across TELUS Digital's Data capabilities
• Guide Amazon stakeholders in designing scalable data programs
• Partner with Solutions Architecture and Delivery teams

Customer Success Manager jobs in North Carolina

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Client Experience Specialist

Commercial Lines Customer Success Representative

Marketing Specialist, CRM/Lifecycle

Senior Customer Success Manager

Customer Success, Splunk Platform Area TAM

Technical Success Manager

Strategic Customer Success Manager – MarTech / AdTech

Customer Success Coordinator

Customer Success Operations Lead

Director, Customer Success – Renewals Ownership Required

Client Success Operations Lead

Senior Customer Success Manager

Partner Success Sales Associate II

Wholesale Payments Client Success Team Leader

Senior CRM System Analyst

Strategic Customer Success Manager – Enterprise

Global Partner Sales & Success Lead

Client Success Agent

Director, Customer Success Management

Client Success Director