Customer Success Manager

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

Business Customer Success Manager

• Support implementation and execution across marketing platforms
• Collaborate with stakeholders to: Understand business requirements, Translate into system solutions, Assist with CRM migration planning and execution
• Work across Martech tools to: Configure, troubleshoot, and optimize solutions, Provide tactical support to senior team members on active initiatives, Ensure alignment across systems (email, data, media, CRM)

Marketing Technology Analyst – CRM, Marketing Cloud

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

• Ensure that customers who have completed an auto refinance or purchase loan had a positive experience.
• Maintain all overflow through TSG phone systems and is the resolution point for escalations within TSG and all its brands.
• Respond to all complaints and escalations from start to finish and only escalate further if appropriate.
• Maintain Legal and Compliance concerns through QA processes.
• Document all accounts, contact, and activity information into various systems.
• Answer calls from internal and external sources, while providing a world-class customer service experience.
• Manage inbound and outbound communication by email, phone and/or text to customers and Lenders or previous lien holders.
• Including de-escalation of phone calls without transferring to ASM’s.
• Consistently respond to auto finance inquiries in a timely, efficient, and professional manner.
• Outreach all funded loans within one business day via phone/email.
• Contact customers who have completed a funded loan and assess their experience.
• Quality Assurance – Listen to calls made by loan specialists at rate of 1 call per week per loan specialist and complete compliance checklists to ensure compliance guidelines are followed.
• Work inbound email boxes (Save/Sales).
• Follow up via phone call when necessary for escalated customers.
• Research and resolve Short Payoff Issues to ensure loans are fully paid off.
• Grade customer experience with tools provided – both on the customer’s experience and on the Loan Specialist who assisted them in completing the loan.
• Provide responses to customers who left reviews on their auto loan experience via Podium/Birdeye or other lead sources.

Customer Success Representative II

• Influence a portfolio of enterprise retail accounts to foster long-term, successful partnerships.
• Serve as the primary retail SME and advocate for the client within the company.
• Conduct regular business reviews (QBRs) to assess progress, report on value realization, and strategize on future goals.
• Support the full customer journey through data analysis, insights, and recommendations.
• Proactively drive user adoption and engagement by providing training, best practices, and continuous support.
• Monitor key KPIs and work cross-functionally to develop data-driven strategies.
• Collaborate with clients to define, measure, and achieve a clear return on investment (ROI).
• Identify outliers in performance and value, and collaborate with cross-functional teams and the customer to develop and execute recovery plans.
• Identify and qualify opportunities for account expansion and upsells in collaboration with the Sales team.
• Ensure high retention rates and support the renewal process for your portfolio.
• Advocate for the customer by providing feedback to Product and Engineering teams to inform the product roadmap.
• Develop a deep understanding of the client’s specific retail challenges and strategic priorities.
• Act as a subject matter expert on both our vision AI platform and its application within the retail industry.

• Influence a portfolio of enterprise retail accounts to foster long-term, successful partnerships.
• Serve as the primary retail SME and advocate for the client within the company.
• Conduct regular business reviews (QBRs) to assess progress, report on value realization, and strategize on future goals.
• Support the full customer journey through data analysis, insights, and recommendations, ensuring a smooth effective implementation and utilization of our AI solutions.
• Proactively drive user adoption and engagement by providing training, best practices, and continuous support.
• Monitor key KPIs and work cross-functionally to develop data-driven strategies to mitigate risk and increase engagement.
• Collaborate with clients to define, measure, and achieve a clear return on investment (ROI), ensuring value realization of at least 3x the SaaS fees.
• Identify outliers in performance and value, and collaborate with cross-functional teams and the customer to develop and execute recovery plans.
• Identify and qualify opportunities for account expansion and upsells in collaboration with the Sales team.
• Ensure high retention rates and support the renewal process for your portfolio.
• Advocate for the customer by providing feedback to Product and Engineering teams to inform the product roadmap.
• Develop a deep understanding of the client’s specific retail challenges and strategic priorities.
• Act as a subject matter expert on both our vision AI platform and its application within the retail industry.
• Translate complex technical concepts into clear business value for a range of client stakeholders, from store managers to executives.
• Systematically gather, analyze, and present customer feedback and sentiment to internal SLT, Product, and Operations teams to drive continuous improvement.

• Drive customer onboarding, product adoption, and ongoing engagement across your portfolio
• Align product value to customer business outcomes, ensuring customers realize measurable ROI
• Lead strategic business reviews and customer success planning sessions
• Deliver proactive recommendations and best practices that improve customer outcomes
• Monitor customer health, product usage, and engagement trends to identify churn risk early
• Execute mitigation strategies and success playbooks for at-risk accounts
• Partner with Account Management on save motions, retention plans, and renewal strategies
• Build trusted relationships with customer stakeholders at all levels of the organization
• Serve as the primary strategic advisor for product adoption and operational best practices
• Execute proactive engagement cadences and lifecycle strategies across your book of business
• Maintain accurate customer health data, account insights, and lifecycle tracking in Salesforce and CS platforms
• Execute customer success playbooks and engagement frameworks with consistency and discipline
• Leverage customer signals and usage data to prioritize action and drive outcomes at scale
• Contribute to scalable CS processes, programs, and operational improvements
• Identify customer growth opportunities through usage trends, business needs, and stakeholder conversations
• Partner with Account Management to surface and support expansion strategies
• Advocate for customer needs internally while balancing business objectives

Senior Customer Success Manager

• Partner with the respective Territory Manager on sales strategies to maximize revenue with assigned and prospective accounts
• Answers incoming calls from assigned accounts to take sales orders and/or handle customer service issues
• Initiates 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 the guidelines established by Animal Health and the manufacturers we represent
• Attend weekly sales meetings to keep informed on new products, changes within the industry, and changes within Animal Health
• Process orders for assigned territory
• Monitor backorder status for accounts
• May gather information regarding assigned territory or accounts and share any necessary information with TM partner
• Contact accounts to gather information, offer appropriate specials and programs, and communicate industry information, which might affect or benefit the account and the Company

Customer Engagement Representative II

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

Customer Success Specialist

• Provide exceptional service, advisement and order-taking for clients and veterinarians that call Platinum Performance daily
• Apply critical thinking and problem solving to provide supplement recommendations for clients and their animals
• Serve and nurture client relationships to achieve a targeted NPS and targeted retention
• Compose clear correspondence to clients through email and text to provide the highest level of friendly, informed, and personalized service recommending products that produce results or to solve moderately complex problems
• Work cohesively with other Platinum Advisors and Client Success Manager to learn with a growth mindset
• Shows capacity to learn both technical (nutrition) and operational (systems) skills
• May seek input of other Advisors or assist to serve as a resource for the minimally complex problems
• Work collaboratively and cross functionally with other departments within Platinum Performance including Production, Quality Assurance, and Shipping.

Client Success Advisor

• Serve as a proactive, strategic partner, aligning Quinsite’s analytics solutions with evolving client objectives.
• Build and sustain strong relationships with key client stakeholders by understanding their business goals, challenges, and definitions of success.
• Act as a trusted content SME, translating complex healthcare data and analytics concepts into accessible insights for diverse audiences.
• Facilitate executive-level conversations to communicate value, uncover trends, and guide client strategy.
• Identify and act on opportunities to maximize value from purchased content, and deeper engagement based on usage patterns, market shifts, and client goals.
• Engage with sales to ensure client needs are met when platform expansion is appropriate.
• Serve as the primary point of contact for assigned accounts, owning the full client lifecycle post-sale.
• Lead and document client meetings, ensuring clear communication, alignment on goals, and consistent follow-up on deliverables.
• Manage multiple projects and priorities simultaneously, gathering requirements, tracking timelines, and coordinating internal resources.
• Ensure timely and accurate delivery of client solutions by coordinating across internal teams, advocating for client priorities, and driving alignment from requirements through execution.
• Maintain detailed knowledge of the Quinsite platform, including architecture, data integration workflows, and analytics outputs.
• Identify cross client needs using a growth mindset, translating gaps into Quinsite platform enhancement requests, and through communication of feedback to internal product and development teams.
• Educate and empower clients to utilize Quinsite’s platform effectively and independently.
• Monitor account health, adoption metrics, and engagement to proactively mitigate risk and address evolving needs.
• Lead strategic business reviews and provide clear documentation of discussions, decisions, and action plans.
• Champion best practices for client success and support client training, onboarding, and knowledge-sharing initiatives.
• Support the planning and execution of client-facing events such as user groups, webinars, and industry conferences.
• Help develop and share reusable client-facing materials and documentation that establish Quinsite’s thought leadership.

Client Success Manager

• Deliver professional and timely support to residents via chat, email, and resident portal channels
• Act as the primary liaison for resident inquiries, concerns, and service-related requests
• Receive, document, and coordinate maintenance requests with internal departments
• Resolve apartment-related concerns, complaints, and general service inquiries
• Investigate and address billing discrepancies with accuracy and professionalism
• Maintain accurate records of customer interactions and case updates within CRM systems
• Utilize SAP and internal platforms to monitor, update, and manage service tickets
• Conduct follow-ups to ensure complete issue resolution and resident satisfaction
• Escalate complex or high-priority concerns to the appropriate teams when necessary
• Consistently meet service-level expectations related to response times, quality, and customer satisfaction metrics

Senior Customer Success Agent – LATAM

• Lead a portfolio of strategic accounts, serving as the primary point of contact and trusted advisor.
• Orchestrate seamless collaboration between Professional Services, Support, Product, and Sales teams.
• Drive regular Quarterly Business Reviews to showcase value delivery and growth opportunities.
• Develop and execute customer success plans aligned with clients' business objectives.
• Proactively identify and coordinate resolution of customer needs through cross-functional partnerships
• Monitor customer health metrics and drive adoption of solutions
• Manage a portfolio of enterprise customers as their primary business point of contact, providing high-touch engagement throughout their CX journey.

• 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

• Ensure the client has the best understanding of our platform, technical capabilities, and know how to enable their success, while learning about their unique business needs and how they align with future product development at Breezeway.
• Accelerate new user adoption through functional and conceptual instruction and provide ongoing education on new features.
• Maintain continuous engagement with clients to increase value and build confidence in the product.
• Drive further adoption and identify upsell opportunities.
• Identify business churn risks early, and create action plans to circumvent them.
• Develop strategies for engagement, adoption, and success planning, by analyzing data and client feedback. Further drive value by identifying additional upsell and cross-sell opportunities.
• Represent the voice of the client internally, and provide feedback that enables continuous development and improvement of how we do business.
• Apply a solution-oriented approach to meeting client needs, and escalate client issues quickly.

• Account Planning: Use internal tools and data to develop customer engagement plans, identify gaps in usage, and take action to drive adoption.
• Customer Training & Enablement: Understand DAT’s product suite and services to effectively communicate value, provide training, and support day-to-day customer needs.
• Cross-Functional Collaboration: Work closely with internal stakeholders and bring in appropriate DAT resources to support customer success.
• Issue Resolution: Proactively resolve client issues or concerns, acting as a customer advocate within the organization. Solving for compliance and receivables for current enterprise customers.
• Proactively identifies upsell and cross-sell opportunities across the account base while also identifying at-risk accounts before they reach cancellation.
• Engagement Cadence: Maintain regular communication with customers to understand evolving needs and ensure alignment with DAT solutions.

Enterprise Carrier Success Manager

• Own a portfolio of enterprise grocery retail accounts on Storefront Pro; build strong relationships with retailer stakeholders to drive adoption, expansion, and renewals across web, app, and omnichannel experiences.
• Serve as a trusted advisor to retail digital, marketing, and operations leaders — providing strategic guidance on e-commerce program growth, change management, and value realization across the full platform.
• Support end-to-end platform launches, success metrics, milestones, and risk mitigation plans.
• Maintain and refine playbooks, account health scoring, and QBR cadences; forecast account health and surface voice-of-customer insights that inform Storefront Pro's product roadmap and prioritization.
• Lead resolution of cross-functional escalations spanning platform, integrations, catalog, and fulfillment operations; contribute to post-mortems and implement preventative improvements.
• Quantify ROI (e.g., year-over-year online sales growth, basket size, conversion rate, retail media revenue) and present outcomes to retailer stakeholders; support multi-year commercial strategies and platform expansion conversations.
• Help retailers unlock the full value of the Storefront Pro ecosystem — including, loyalty and coupon integrations, AI-powered personalization, and merchandising tools.
• Travel up to 30% for onsite retailer visits, launch support, and partner meetings as needed.

Senior Customer Success Manager, Storefront Pro

• Ensure the client has the best understanding of our platform, technical capabilities, and know how to enable their success, while learning about their unique business needs and how they align with future product development at Breezeway.
• Accelerate new user adoption through functional and conceptual instruction and provide ongoing education on new features.
• Maintain continuous engagement with clients to
• Increase value and build confidence in the product by providing ongoing education on new features and products.
• Drive further adoption.
• Identify upsell opportunities.
• Identify business churn risks early, and create action plans to circumvent them.
• Develop strategies for engagement, adoption, and success planning, by analyzing data and client feedback. Further drive value by identifying additional upsell and cross sell opportunities.
• Represent the voice of the client internally, and provide feedback that enables continuous development and improvement of how we do business.
• Apply a solution-oriented approach to meeting client needs, and escalate client issues quickly.

Client Success Manager, Spanish

• Partners with Sales to define and identify success outcomes and KPIs from an OEM/ISV customer point of view for their assigned projects or initiatives
• Develops a roadmap to deliver these success outcomes and target KPIs
• Assists OEMs/ISV customers with defining project/initiative strategy around CDK solutions: working with customers to ensure they understand CDK's products and how best to utilize them for their individual needs and goals
• Fields questions and directs clients to appropriate support resources
• Maintains pre-established relationships and assists in building/creating new relationships with OEM/ISV management
• Demonstrates expertise in CDK products, establishing a reputation for being a trusted advisor
• Assesses risk factors, identifies risk mitigation strategies to ensure continued success
• Works with Sales and Marketing to create prospecting opportunities
• Prepares client specific reports and presentations for the purposes of educating and driving growth in the client’s organization
• Contributes and presents content in Strategic Business Reviews
• Identifies trends to help create solutions for identified gaps using analytics
• Identifies opportunities, creating a plan for addressing training needs for OEM/ISV staff
• Makes recommendations and assists client with industry best practices and solutions
• Is seen as a key business partner with Sales, helping to grow the CDK business by proactively identifying opportunities to grow our business with the client
• Drives true value for customers
• Successfully identifies and implements strategies for retaining “at risk” projects/initiatives
• Develops a productive working relationship with Lead CSMs; leaning in and assisting where needed
• Mentors CSMs on best practices, teaching engagement as it pertains to solutions for client needs
• Seeks and listens to feedback
• Provides recognition to peers
• Mentors and trains junior staff on risk mitigation strategies, client recommendations and best practices
• Utilizes Totango to document value-added conversations & engagements with ISV/OEM partners

Senior Customer Success Manager – OEM

• Lead a portfolio of strategic accounts, serving as the primary point of contact and trusted advisor.
• Orchestrate seamless collaboration between Professional Services, Support, Product, and Sales teams.
• Drive regular Quarterly Business Reviews to showcase value delivery and growth opportunities.
• Develop and execute customer success plans aligned with clients' business objectives.
• Proactively identify and coordinate resolution of customer needs through cross-functional partnerships
• Monitor customer health metrics and drive adoption of solutions.
• Manage a portfolio of enterprise customers as their primary business point of contact, providing high-touch engagement throughout their CX journey.

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