Customer Success Manager

• Be the first line of support for attorneys and trustees calling, emailing, and messaging in with real problems
• Learn our systems inside and out, including a legacy platform and a new one we're actively building. Help migrating customers from the legacy system to the new one
• Catch small issues before they become big ones (in this industry, a small mistake can mean real legal consequences, so we take detail seriously)
• Notice patterns in what's going wrong and help build the fixes, whether that's a better FAQ, a process change, or flagging something to the team
• Reach out to customers who've gone quiet before they churn
• Run our customer migration from the legacy product to the new one, with an eye toward EOL’ing our legacy system

Customer Success Representative

• 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

• Manage client communications and expectations with professionalism and responsiveness
• Consistently and accurately track and log customer communication in a client relationship management platform
• Prepare and host Business Reviews for top assigned accounts in book of business
• Effectively manage and drive closure of renewals
• Identify at-risk clients and determine the needed remediation path to minimize churn
• Take ownership of resolving customer issues, partnering with internal teams to escalate and resolve client requests in a timely manner
• Quickly analyze and identify the root cause of billing discrepancies
• Consistently meet or exceed time to resolution targets
• Partner with Sales and Product to identify growth opportunities
• Process contract changes including add-on services, downgrades, cancellations
• Provide valuable insights and best practices to customers based on their deployment
• Work as part of a collaborative team to act as the voice of the customer to internal stakeholders
• Serve as a subject matter expert for Smarsh processes and procedures

Senior Customer Success Manager, Public Sector

• 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 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

• Own renewals and customer growth. You’ll lead the full renewal cycle and build the case for it long before a contract is up so renewing feels like a natural next step, not a negotiation. You’ll spot opportunities to expand what customers do with Aurelian, introduce them to products that fit their needs, and partner with our sales team to bring those opportunities to life.
• Keep customers healthy. You’ll stay close to how your customers are doing through platform data, the conversations you have, the feedback they share, and your own instincts. You’ll catch risks early and act on them before they grow, and you’ll help design the health-tracking systems we use to do this well across the team.
• Run strategic relationships. You’ll establish a rhythm of meaningful, well-prepared meetings with each customer that demonstrate real, measurable value. You’ll visit customers on-site to deepen relationships and understand their operations and opportunities firsthand.
• Be the product expert. You’ll know Aurelian deeply and help customers continuously optimize how they use it. You’ll carry their feature requests back to our engineering team with clear context, surface ideas of your own based on patterns you see across your accounts, and close the loop when their needs are met.
• Champion the customer and the company. You’ll advocate for your customers internally while keeping them excited about the road ahead. You’ll surface great customer stories for our marketing team, grow a network of customers willing to serve as references, and help turn quiet successes into visible ones.
• Build the function. You’ll document what works, codify lessons from every renewal and review, and shape the Customer Success playbook for yourself and your teammates, both current and future. You’ll do what it takes to ensure customers are well taken care of, including handling frontline support (responding to customer feedback) for your accounts. As we build out a dedicated support team, this responsibility will evolve and transition.

• Develop and own the Strategic Accounts Customer Success playbook while leading a global team to deliver outstanding experiences.
• Partner with leadership across Sales, Product, and Support to identify and address process gaps, ensuring a customer-centric experience.
• Act as a point of escalation to solve problems and drive deeper engagement with enterprise-level clients.
• Leverage data-driven insights to develop metrics that measure CSM effectiveness and increase customer lifetime value.

Senior Manager, Global Strategic Accounts – Customer Success

• 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

• 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

• Own customer deployment, adoption, and outcomes for a portfolio of 25-35 accounts, from presales through renewal
• Lead deployment planning and implementation across your book, e.g.: scoping, deployment plan creation, kickoff meetings, use case alignment, coordination of delivery (e.g. managing internal and partner teams), project reporting
• Track and manage risks and issues across active deployments, driving resolution before they impact timelines or outcomes
• Monitor portfolio health through AI-augmented signals, engaging proactively to accelerate adoption, drive renewals, and deepen stakeholder engagement
• Drive product adoption by running live working sessions, identifying new use cases to expand value over time, and showcasing new platform capabilities with a point of view on how they enable customer growth
• Develop and maintain success plans tied to customer goals, tracking milestones and risks from onboarding through renewal
• Build and deliver executive business reviews that connect Amplitude usage to measurable business impact, turning adoption into a renewal and expansion story
• Partner with Account Executives on renewals and expansion, building the value story, coaching champions, and identifying growth opportunities across your book
• Serve as the voice of the customer internally, channeling product feedback, market needs, and customer priorities to shape how Amplitude builds and delivers
• Continuously improve how you operate: develop repeatable playbooks, share best practices across the team, and find new ways to drive customer outcomes at scale

Senior Technical Success Manager, Emerging Enterprise

• 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

• 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 Success Manager jobs in Oregon

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Customer Success Representative

Senior Customer Success Manager

Senior Customer Success Manager, Public Sector

Strategic Customer Success Manager – MarTech / AdTech

Customer Success Operations Lead

Senior Customer Success Manager

Director, Customer Success Management

Customer Success Manager

Senior Manager, Global Strategic Accounts – Customer Success

Senior Client Success Specialist

Enterprise Customer Success Manager – AI-native

Senior Technical Success Manager, Emerging Enterprise

Business Customer Success Manager

Marketing Technology Analyst – CRM, Marketing Cloud

Customer Success Manager

Customer Success Representative II

Customer Success Manager

Customer Success Manager

Senior Customer Success Manager

Customer Engagement Representative II