Customer Success Manager

• Engages directly with clients or internal stakeholders across Gartner
• Acts as a connector between internal and external Clients and the Gartner Analyst community
• Provides research and resources to business leaders
• Partners with internal stakeholders on client needs
• Builds strong working relationships with the Gartner Business & Technology Insights Analyst community

Client Engagement Specialist

• Retrieve rate confirmations for all loads, especially contract lane freight, from email, customer platforms, or direct client contact
• Structure every load correctly in Apollo with accurate dates, times, and pickup and delivery locations so it is dispatch ready
• Ensure all loads for the coming week are built in Apollo as early as possible
• Own all required status updates and platform actions for contract lanes and other client platforms
• Audit platform statuses at the start and end of each shift, correcting and documenting any load status that was auto flipped or incorrectly completed
• Monitor the shared inbox and route items requiring another team member's response
• Respond to all client communications within 15 minutes while on shift
• When a driver calls out, contact the client immediately to notify them, provide an updated ETA, and explore whether another carrier could cover the load while an internal solution is worked
• Notify clients immediately of any delay with an updated ETA and clear explanation, and follow up until the load is delivered or resolved
• Own customer exception handling end to end, including escalation when metrics or data signal a problem
• Confirm all loads from each shift are fully closed in Apollo and the client platform before going off shift, with complete departure and arrival times and all billing charges entered
• Identify all potential accessorial charges, including detention, TONU, and dry run, and obtain client approval within the required window, typically 24 to 48 hours after the load event
• Track on time performance and customer facing service metrics
• Maintain a daily communication cadence with clients and share feedback and trends with the commercial and operations teams

• 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

• Manage a high-volume portfolio of established Buildium customers, balancing scaled outreach with targeted 1:1 engagement.
• Conduct customer conversations to understand evolving business objectives, operational challenges, and opportunities to increase value from Buildium.
• Design and execute lifecycle programs that re-engage customers, strengthen adoption, and support continued customer maturity.
• Identify adoption gaps, risk signals, and changes in customer needs, and take appropriate action to improve customer health and retention.
• Identify expansion opportunities and connect customers with relevant Buildium products, services, and resources.
• Analyze customer data, product usage, tenure, and engagement trends to prioritize outreach and optimize lifecycle strategies.
• Act as a strategic advisor within defined touchpoints, helping customers adopt best practices and maximize the value of their Buildium investment.
• Proactively engage customers during key lifecycle moments, including changes in product usage, business growth, organizational transitions, and renewal periods.
• Collaborate cross-functionally with Product, Marketing, Sales, Support, and other Customer Success teams to improve customer outcomes and messaging alignment.
• Share recurring customer feedback, adoption barriers, and lifecycle insights with internal stakeholders.
• Maintain accurate customer data, health indicators, and activity tracking within CRM and other systems.

Mixed Use CSM I

• Manage a portfolio of strategic enterprise customers, driving onboarding, adoption and retention outcomes
• Drive value realization across GTT solutions including SD WAN, SASE and global connectivity services
• Identify and support expansion opportunities in partnership with Sales teams
• Develop and deliver customer success plans aligned to customer goals and lifecycle stages
• Monitor customer health, identify risks and lead proactive mitigation strategies
• Conduct executive level customer engagements including business reviews and roadmap discussions
• Collaborate with Sales, Service Delivery, Product and Engineering to ensure aligned customer outcomes
• Analyze customer data and insights to identify growth opportunities, risks and performance improvements

Senior Customer Success Manager

• Own end-to-end accountability for the post-sale customer experience
• Stand up a scalable, “tech-touch” motion for smaller accounts
• Introduce a consultative, quarterly-business-review-driven engagement model
• Build the Operating System for a Newly Structured CS Organization
• Improve Retention by defining and tracking retention and customer health
• Build a Consultative Motion for Key Accounts
• Develop a Scalable Tech-Touch Motion
• Establish Strong Systems and Improve Operational Rigor

VP, Customer Success

• Responsible for maintaining the HITE for demonstrating operation
• Support the regional field for pre-sales tasks
• Provide training and sales presentations to system integrators and customers
• Provide a weekly report on sales activity and areas of improvement

Customer Success Specialist

• Act as the main point of contact for assigned customers, developing strategic relationships and guiding platform adoption and success planning
• Deliver regular business reviews (QBRs/EBRs), clearly communicating ROI and aligning on success metrics to support retention and expansion
• Understand customers’ industries, goals, and challenges to provide tailored recommendations and align internal and external stakeholders on success objectives
• Promote awareness and usage of key platform features, provide ongoing education, and identify opportunities for expanded adoption
• Proactively monitor customer health, manage escalations, and collaborate with Product, Engineering, Support, and Sales teams to resolve issues and share actionable insights
• Maintain expert knowledge of the product roadmap and communicate relevant updates and enhancements to customers
• Coordinate with internal teams to develop and execute customer success plans, addressing risks before they impact engagement or satisfaction

MidMarket Customer Success Manager

• 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

• Lead onboarding sessions, train customers on platform features, and set them up for long-term success
• Build strong relationships across a portfolio of accounts
• Partner with Sales during the pre-sales process to support proof-of-concept evaluations
• Own the renewal process for your accounts
• Conduct regular reviews to assess performance, identify risks and opportunities
• Actively use AI tools to scale your book of business
• Partner with Product, Sales, and Support to champion customer needs

• Function as the customer advocate and provide internal feedback on how we can better serve our schools
• Manage all post-sale activity for clients through strong relationship-building, product knowledge, planning and execution
• Maintain a deep understanding of the product and speak with customers about the most relevant features/functionality for their specific business needs
• Increase customer retention through strategic and proactive engagement by ensuring our schools consistently realize value from the GoFan platform
• Track accounts to identify churn risk and work actively to eliminate that risk
• Simultaneously manage multiple customers who are at different points on the account lifecycle

• lead global Customer Engagement Programs
• serve as the primary architect of executive-level customer engagement strategy
• manage the Executive Customer Advisory Board (ECAB) program
• foster long-term partnerships with customers by facilitating high-level dialogue
• act as a trusted advisor to Cisco’s leadership team
• manage end-to-end experience for board members
• partner with product management and marketing teams to develop strategic agendas
• formalize feedback loop between CAB members and Cisco’s internal product and engineering organizations
• collaborate with Sales, Customer Experience, and Marketing teams
• manage program logistics and ensure program scales effectively
• manage outreach and participation for beta/alpha product opportunities

Customer Engagement Programs Lead

• Track every active lead and trial - nobody goes quiet for lack of a follow-up.
• Draft outreach, check-ins, and re-engagement emails that actually get replies.
• Keep HubSpot clean and current, so the whole team always knows where things stand.
• Shepherd trial and subscription agreements through to a signed deal.
• Own the day-to-day relationship with our Vulcan customers.
• Answer questions fast, and know exactly who to loop in when you can't.
• Help new customers get up and running with a smooth, confident onboarding.
• Relay what customers are telling you to our product and engineering teams.
• Team up with Customer Success and Marketing to keep everything consistent and sharp.
• Support our BD lead with the scheduling, notes, and prep that keeps deals on track.

• 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.

• Own the full customer lifecycle for a high-volume portfolio, including post-onboarding support, adoption, value realization, and retention.
• Build relationships with business owners and decision-makers to understand goals and align Buildium solutions accordingly.
• Conduct customer calls and strategic check-ins to drive engagement and deepen product usage.
• Design and execute scalable outreach programs, including email cadences and educational content.
• Monitor customer health and proactively address risks through targeted interventions.
• Identify opportunities for expansion and increased product adoption within accounts.
• Analyze customer data and trends to inform engagement strategies and prioritization.
• Collaborate cross-functionally with Product, Support, Marketing, and Sales to improve customer outcomes.
• Maintain accurate CRM records and contribute to process improvements across the team.

Customer Success Manager I, SMB

• Manage a high-volume portfolio of growth-oriented customers, balancing scaled outreach with targeted 1:1 engagement.
• Conduct customer calls to understand business objectives and align Buildium solutions to customer goals.
• Design and execute lifecycle programs that drive adoption, expansion, and customer maturity.
• Identify expansion opportunities and to drive revenue growth.
• Analyze customer data and usage trends to prioritize outreach and optimize engagement strategies.
• Act as a strategic advisor within defined touchpoints, guiding customers toward best practices and deeper product utilization.
• Collaborate cross-functionally with Product, Marketing, and Sales to improve customer outcomes and messaging alignment.
• Maintain accurate customer data and activity tracking within CRM systems.

Customer Success Manager I, Emerging Markets

• Own a book of n8n’s most strategic enterprise customers, acting as the primary post-sales partner across onboarding, adoption, and renewal
• Lead customer kickoffs and success planning, aligning stakeholders on goals, timelines, responsibilities, and measurable outcomes
• Drive onboarding and enablement across technical and business audiences, unblocking implementation and accelerating time-to-value
• Establish a strong operating cadence (health checks, exec syncs, QBRs), using data and insights to guide priorities and decisions
• Monitor customer health and product usage signals to proactively identify risks, manage escalations, and keep stakeholders aligned
• Quantify and communicate business value throughout the lifecycle, building ROI narratives tied to adoption, outcomes, and impact
• Identify and progress expansion opportunities (upsell/cross-sell), partnering with Account Executives on account plans that drive growth
• Partner closely with Support, Solutions Engineering, and Product to resolve blockers quickly and deliver a seamless customer experience
• Provide structured, actionable feedback to Product and Engineering, representing customer needs and shaping roadmap priorities

• Lead, coach, and develop a team of Enterprise Account Partners, setting clear goals, expectations, and growth paths for each team member
• Own team-level outcomes for retention, adoption, expansion, and customer satisfaction across the enterprise account portfolio
• Recruit, hire, and onboard EAPs; build a collaborative, accountable, and high-performing team culture
• Serve as an executive sponsor and escalation point for the most strategic accounts, engaging directly with C-level and senior stakeholders
• Drive consistency and quality across Executive Business Reviews (EBRs/QBRs), account planning, and customer engagement practices
• Partner with Sales, Product, Support, and Leadership to align account strategy with company objectives and deliver a seamless enterprise experience
• Own forecasting, reporting, and executive-level visibility into account health, risk, and expansion pipeline for the portfolio
• Build and scale repeatable playbooks, processes, and enablement to improve team efficiency and customer outcomes
• Collaborate with Sales and Customer Success leadership on account segmentation, coverage models, and territory planning
• Represent the voice of the enterprise customer in internal strategy and product roadmap discussions

Director, Enterprise CSM

• Build and run the scaled post-sign partnership model for long tail school partners across all geographies — playbooks, templated cadences, training materials, and activation milestones
• Partner with Legal Engineers and Law School Managers to translate school feedback into program improvements and deeper embeds on key campuses.
• Own portfolio-wide reporting: track usage trends, activation status, and account health globally; surface risks and opportunities to all geo managers and to Grace
• Own product training and demo delivery across the full law school portfolio — onboarding sessions, faculty demos, librarian trainings, classroom embeds, and workspace setup.
• Maintain the law school CRM across all geographies — account notes, POC data, meeting logs, and opportunity tracking
• Lead end-of-term recap cycles, capturing Y1 learnings and aligning on Y2 activation goals with key internal stakeholders and Law School champions.

Founding Customer Success Manager

• Develop and maintain strong relationships with high-value clients, serving as their primary point of contact.
• Create and implement a comprehensive customer success strategy for high-value accounts, aligned with their goals and our company's objectives.
• Facilitate the successful onboarding of new clients, ensuring a seamless transition and positive initial experience.
• Identify opportunities for account expansion and revenue growth within high-value clients.
• Monitor customer health and proactively address any potential risks or issues that may impact customer satisfaction or retention.
• Be the voice of the customer within the organization, providing feedback, insights, and recommendations to drive product enhancements and improvements.
• Collaborate with internal teams to mitigate churn risks for high-value clients.

Customer Success Manager jobs in Texas

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Client Engagement Specialist

Customer Success Manager

Client Experience Specialist

Mixed Use CSM I

Senior Customer Success Manager

VP, Customer Success

Customer Success Specialist

MidMarket Customer Success Manager

Marketing Specialist, CRM/Lifecycle

Customer Success Manager

Customer Success Manager

Customer Engagement Programs Lead

Customer Success Specialist

Senior Customer Success Manager

Customer Success Manager I, SMB

Customer Success Manager I, Emerging Markets

Senior Customer Success Manager

Director, Enterprise CSM

Founding Customer Success Manager

Customer Success Manager