Customer Success Manager

• Onboard new clients and guide them through product setup, training, and initial usage to ensure successful implementation.
• Serve as the primary point of contact for customer issues, troubleshooting problems, coordinating with support and technical teams, and ensuring timely resolution.
• Act as a subject matter expert; driving best practices across Intralinks products and services.
• Act as a customer advocate internally, helping to shape product roadmaps and service offerings based on customer feedback and industry insights.
• Monitor and drive product adoption and usage, ensuring customers are utilizing the platform to its fullest potential.
• Provide training, resources, and tailored recommendations to help customers achieve success.
• Regularly engage with customers through check-ins, QBRs (Quarterly Business Reviews), and other touchpoints to review progress, offer strategic guidance, and address any concerns or roadblocks.
• Drive customer satisfaction and retention by identifying and mitigating churn risks.
• Participate in contract renewal discussions, ensuring that customers see the value of continued partnership with us.
• Work closely with sales, product, and support teams to relay customer feedback, advocate for customer needs, and influence product development and improvements.
• Identify opportunities for upsell and cross-sell based on customer needs, and work with the account teams to expand product usage and drive additional value for customers.

• Serve as the primary point of contact for customers, fostering strong relationships with government end users and commercial clients.
• Conduct regular Quarterly Business Reviews (QBRs) to communicate progress, gather feedback, and ensure alignment with customer goals.
• Responsible for renewals, upsells, and cross sells.
• Partner closely with engineering and product teams to ensure timely and successful delivery of technical solutions.
• Translate customer needs into actionable requirements, ensuring seamless integration and deployment of our PaaS solutions.
• Guide customers through the Authority to Operate (ATO) compliance process, ensuring they meet necessary security and regulatory standards.
• Stay up-to-date on compliance trends, government requirements, and cloud security best practices to support customer success.
• Serve as a trusted technical advisor, helping customers optimize their use of our platform.
• Advocate for customers by sharing feedback and insights to inform product development and enhancements.
• Monitor customer success metrics, including adoption rates, satisfaction scores, and retention, to identify opportunities for improvement.
• Develop and execute strategies to improve customer outcomes and increase platform utilization.

Mission Success Manager

• Own and manage a book of mid-market customer relationships to showcase the value of Greenhouse and drive gross and net revenue retention
• Dig into each customer's goals through thoughtful discovery and translate them into positive business outcomes you execute and verify
• Build and refine AI-powered workflows that reduce administrative work and scale how you deliver value across your book
• Prioritize strategically across your accounts, deciding which products and features matter most to each customer in a fast-moving, competitive market
• Advocate internally for customer needs to our Support, Product, Engineering, and Sales teams
• Partner with Account Managers throughout the customer lifecycle to prevent churn, surface expansion opportunities, and ensure renewals
• Team up with Implementation Strategists through onboarding to ensure the successful launch of new Greenhouse customers
• Additional projects and responsibilities as business needs require

Customer Success Manager, Mid-Market

• Manage and own the relationship with the client senior leadership team for Experity’s largest and most complicated clients.
• Meet with client management on a regular basis and build relationships at multiple levels.
• Communication cadence to include, at minimum, monthly business reviews and annual on-site leadership meetings.
• Responsible for ensuring service level commitments are met for each client.
• Coordinate and hold accountable internal service teams as necessary to ensure successful delivery of our products and services.
• Support client adherence to prescriptive best practice setup and configuration of our products.
• Monitor performance metrics and aid in identification of opportunities for improvement.
• Maintain an understanding of the urgent care business model, client workflows and common market problems.
• Provide system and industry expertise with consultative approach focused on ensuring optimal utilization and realized value of Experity solutions.
• Increase customer satisfaction by understanding business needs and supporting expanded utilization of Experity solutions.
• Elevate client relationships from vendor/partner to trusted business advisor.
• Provide revenue cycle management expertise toward ongoing process improvement and compliance initiatives.
• Responsible for working with clients to reduce recurring errors and reduce claim exceptions.
• RCM success management to include: Interpret and provide analysis of clinic financial data through key reports and revenue cycle drivers.
• Lead a monthly meeting to review accounts receivable status, KPI and accounting reports with client’s financial team.
• Support the development and ongoing management of prescriptive best practice PM system setup, EDI processes, and revenue cycle workflows.
• Collaborate with the RCM Operations and RCM Management teams to ensure client/company alliance on prioritization and approach to service delivery.
• Manage and communicate findings effectively with assigned clinics and their management staff to achieve optimum performance.
• Identify trends and carrier issues relating to billing and reimbursements.
• Act as liaison for internal and external communications with assigned clients.
• Manage ongoing conference calls and ensure a positive relationship with assigned accounts.
• Provide regular status reports and manage task lists on assigned accounts progress for all project areas.
• Support sales process with potential clients.
• Identify opportunities for selling additional solutions into client base.
• Support Sales when subject matter expertise is needed.
• Proactively nurture opportunities for references, referrals, and case studies.
• Work with Experity Finance to support client invoice questions and support collection efforts on aged accounts receivable balances.

Senior Enterprise Client Success Manager

• Acts as the product SME, assisting customers with their product questions and technical requirements, writing scripts, troubleshooting, training and other technical requests.
• Working together with product and engineering teams ensuring our customers and partners get the most out of our products.
• Ensure technical knowledge of the team is translated into articles and guides for our customers to consume allowing our customer coverage to scale.

Customer Success Architect

• Serve as the primary relationship owner for AI Studio’s credit union clients - building trusted, long-term partnerships with credit union executives and leadership teams.
• Act as the day-to-day point of contact for client inquiries, engagement updates, program participation, and issue resolution.
• Onboard new credit union clients, ensuring a smooth, professional, and value-forward experience from initial engagement through active participation.
• Develop and execute a Client Engagement Plan - tracking participation across AI Studio’s service offering, proactively identifying opportunities to deepen client value.
• Ensure that all client information, interactions, engagement history, etc is kept current.
• Collect and synthesize client feedback, surfacing insights that inform AI Studio’s evolving service priorities and strategic direction.
• Lead project management (advisory or technical engagements) - maintaining and executing project plans, timelines, milestones, deliverable tracking, and stakeholder communications.
• Coordinate cross-functional teams (internal staff, fractional experts, and external partners) to ensure on-time, high-quality delivery.
• Develop and maintain standardized engagement frameworks, templates, and tools to support consistent and scalable service delivery.
• Monitor engagement progress and proactively identify and resolve risks, blockers, or scope changes in coordination.
• Track and report on engagement performance metrics, client satisfaction, and delivery quality.
• Manage the full lifecycle of engagements from scope finalization and contracting through delivery and close-out.
• Provide project management support for internal initiatives, where applicable.
• Manage and maintain Statements of Work (SOWs) and Master Service Agreements (MSAs) in alignment with AI Studio’s service offerings.
• Oversee AI Studio’s billing and invoicing operations, ensuring timely, accurate invoices. Involves coordination with financial operations partners for processing and financial reporting.
• Develop, document, and continuously improve AI Studio’s operational policies, procedures, and administrative workflows.
• Identify and help implement AI-first tools and systems for improved organization efficiency and scalability.
• Maintain accurate and organized documentation across all operational and risk/compliance functions, including contracts, templates, records, policies, procedures, etc.
• Ensure compliance with applicable regulatory and business requirements across contracts, policies, and operational processes.

Client Success & Operations Manager

• Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions in IT, HR, Supply Chain, Marketing, Finance, Legal, and Sales practices ensuring they are successful in the utilization of their Gartner subscription, resulting in customer satisfaction, retention, and growth
• Introduce Gartner services and capabilities to new clients and communicate value to decision makers
• Facilitate client calls and engagements to surface client priorities, and recommend a program of action that drives high value and return of investment on their Gartner membership
• Collaborate with internal Gartner partners to overcome obstacles and maximize the value Gartner delivers to clients
• Conduct regular reviews of client book of business looking into performance and key client engagement metrics

Client Success Associate, Spanish Speaking

• 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.

Lifecycle Marketing Specialist, CRM Specialist

• Serve as the primary point of contact for assigned clients, managing day-to-day communication and relationship building
• Coordinate with internal teams to ensure timely delivery of projects and deliverables
• Maintain accurate and detailed documentation of client communications and account activities in ClickUp
• Identify opportunities for account growth and additional services
• Prepare and submit comprehensive weekly status reports for all assigned clients to the CEO
• Proactively address client concerns and maintain high satisfaction levels

• Day to day support on software chat and email
• Conduct daily reviews of the design queue, ensuring a smooth process
• Troubleshoot issues while maintaining client communication and collaboration with colleagues

Customer Success Support

• Manage a portfolio of customer accounts, owning adoption outcomes and customer health across each one
• Build and maintain relationships with key stakeholders including site leadership, schedulers, and program leads
• Drive platform adoption by working with end users to integrate WellHive into their daily workflows
• Monitor account health, identify risks early, and lead intervention efforts when issues arise
• Partner with internal teams to address customer needs and surface insights from the field
• Communicate progress and trajectory to customers and internal stakeholders through structured reporting
• Serve as a platform expert for customers, helping them get the most value from WellHive

• Identify and execute upsell and cross-sell opportunities
• Work direction with Key Account Managers and Program Managers to support account growth initiatives
• Deliver onboarding and product training for new customers
• Monitor KPIs and provide proactive recommendations to ensure success
• Lead onboarding and implementation of new innovation platforms for your customers
• Manage project timelines, deliverables, and budgets while coordinating with all stakeholders
• Provide frontline technical support and communicate software issues to the development team
• Collect customer feedback and share actionable insights with the product team to improve usability and features
• Provide strategic advice on optimizing innovation processes using Collaboration.Ai methodologies and tools
• Analyze customer needs and recommend tailored approaches to drive engagement and impact
• Translate customer goals into actionable use cases and measurable success criteria
• Support customers in aligning their innovation strategies with digital transformation objectives
• Identifying improvement potential of internal processes and coordinating the implementation
• Partner with sales, product, and program management teams to deliver a seamless customer experience
• Work in coordination with Program Managers to support major contractual deliverables, milestones, features and functionality of our products for our customers
• Support new team members through knowledge sharing and mentorship
• Work closely with external partners and government stakeholders to ensure alignment and communication.

• Deliver fast, accurate technical and operational support to operators, staff, and end-users.
• Become a product expert, help troubleshoot real-time issues, and ensure customers receive guidance.
• Provide immediate technical and operational support via phone and chat.
• Serve as a product expert and trusted technical resource for partners.
• Clearly communicate resolutions and follow through on any open issues.
• Share customer feedback to help improve product usability and performance.
• Troubleshoot hardware, software, network, and mobile OS issues.

Customer Success Representative

• Partner with clients to develop and execute strategies that maximize their ROI
• Build lasting relationships with key stakeholders across client organizations
• Champion customer needs across HSI teams to drive continuous improvement
• Maintain an impressive 95%+ net retention rate through proactive engagement
• Drive account growth by identifying and securing expansion opportunities
• Share customer insights that shape our product roadmap
• Master our suite of solutions to become a trusted technical advisor

Customer Success Manager – Small Business

• Lead, coach, and develop a team of client specialists
• Set clear expectations and drive accountability through observations and performance management
• Build a culture of motivation, empowerment, and continuous improvement
• Champion an excellent client experience across every team interaction
• Take ownership of client issues and drive strategic, complete resolutions
• Build client loyalty and retention throughout the program lifecycle
• Develop and implement service procedures that improve the client experience and drive revenue
• Deliver and exceed performance goals and key metrics
• Analyze data and evaluate results to build action plans for improvement or sustained performance
• Prepare and present biweekly team performance decks and participate in monthly and quarterly business reviews
• Monitor schedules, resources, and operational priorities to maintain quality and efficiency
• Drive change and adaptability within the team with clarity and enthusiasm
• Implement strategic processes that improve service quality and support company priorities
• Collaborate with internal and external stakeholders at the director level and above

Client Success Manager

• Manage our two CSMs
• Start super hands-on to learn the product, but then quickly focus on team management and performance
• Build out the CS team, including interviewing, hiring, onboarding, and 30/60/90 day performance
• Shadow relevant customer conversations
• Own the full customer lifecycle from pilot through expansion
• Act as the founder's single point of contact for Customer Success

Fractional Head of Customer Success

• Lead and grow a team of CSMs focused on adoption, retention, and expansion.
• Define success metrics, manage performance, and support career development.
• Drive NRR through proactive value realization and expansion strategies.
• Partner with Sales to co-develop account strategies and surface growth opportunities.
• Own team KPIs and lead regular inspection rhythms to track performance.
• Align closely with Product, Sales, and Support to represent the voice of the customer.
• Guide the team through complex issues, customer risks, and escalations.

Manager, Customer Success

• Serve as the primary relationship owner for assigned client accounts.
• Build and maintain executive-level client relationships.
• Lead governance meetings, business reviews, and stakeholder communications.
• Partner with executive leadership to support renewals and expansion opportunities.
• Own and continuously improve SOPs, workflows, playbooks, and operational standards.
• Drive consistency across markets and programs.
• Ensure teams have the tools, resources, and operational guidance needed to execute successfully.
• Leverage client feedback and operational insights to drive improvements.

Director of Operations – Client Success

• Upload legal contracts into Ironclad, manage version control, and ensure accuracy of data
• Facilitate contract execution, monitor signature status, and provide visibility into contracting pipeline health.
• Conduct audits of executed agreements to validate deal terms, metadata mapping, and compliance with internal contracting standards.
• Run pricing of deals through Pearlsights, our internal tool for underwriting, and propose the best option for specific clients
• Contribute to final provider roster submission processes, including roster uploads, metadata validation, TIN/track allocation and pricing coordination, quality control, final allocation management in RMS (Pearl's internal roster management system), and client roster attestations.
• Ensure final deal terms are accurately reflected in contracts and related reporting systems.
• Track submission milestones, surface risks, and ensure all provider roster and contracting requirements are completed on time.

Customer Success Operations – Contract

• Execute day-to-day CRM campaign setup including audience builds, send QA, and deployment checklists across email, push, and SMS channels.
• Coordinate pre-planned and real-time messaging to align with player needs and business objectives, escalating blockers quickly.
• Review and validate all copy and creative materials for accuracy, quality, and compliance before deployment.
• Ensure all CRM communications are deployed accurately and on time to meet established deadlines.
• Build and configure player bonuses, offers, and onsite banners with guidance, working with cross-functional teams to deliver a seamless player experience.
• Track daily and weekly promotional pacing against targets, flagging anomalies to your manager.
• Maintain organized documentation of completed work, ensuring all campaign records are accurate and up to date.

See all jobs on JobTailor

Customer Success Manager

Mission Success Manager

Customer Success Manager, Mid-Market

Senior Enterprise Client Success Manager

Customer Success Architect

Client Success & Operations Manager

Client Success Associate, Spanish Speaking

Lifecycle Marketing Specialist, CRM Specialist

Customer Success Manager

Customer Success Support

Customer Success Manager

Customer Success Manager

Customer Success Representative

Customer Success Manager – Small Business

Client Success Manager

Fractional Head of Customer Success

Manager, Customer Success

Director of Operations – Client Success

Customer Success Operations – Contract

Coordinator, CRM