Corcentric

Customer Success Manager

• Serve as a client executive advocate by coordinating distributed internal functions and resources
• Act as the primary point of contact for post-sales activities, including onboarding, consultative guidance, change management, product training, technical support, and account management
• Cultivate customer executive relationships and reinforce strategic solution positioning
• Conduct regular business reviews with customer executives
• Establish and monitor long-term customer success roadmaps
• Monitor customer health indicators and sentiment trends and restore customer confidence when needed
• Support, train, and engage key users and contacts across a diverse customer portfolio
• Deliver best practices and value-added guidance as a trusted advisor
• Coordinate with product, delivery, and support teams on product enhancements and change requests
• Monitor and promote customer product adoption and usage
• Communicate and train customers on new functionality and system upgrades
• Identify opportunities to increase Corcentric’s product and solution footprint
• Act as the internal customer advocate
• Identify and resolve customer relationship issues with internal resources
• Represent the customer voice to the product team for enhancements and feature requests
• Identify critical success factors and business process improvements to enhance customer experience
• Report to the VP, Customer Success within the Global Customer Success team

Senior Customer Success Manager

General

• Enroll client suppliers into Corcentric’s payments program
• Proactively call suppliers and businesses to support profile activation within the Corcentric payment network
• Encourage companies to convert to electronic payments
• Respond to supplier objections and explain payment-program benefits
• Manage complex supplier enrollments from research and information gathering through payment-method setup, validation, completion, and system documentation
• Diagnose vendor issues and escalations and coordinate resolutions
• Research and verify supplier and business contact information
• Import, clean, filter, reconcile, and analyze enrollment and transaction data in Excel
• Identify incomplete, duplicate, inconsistent, or unusual data and prepare operational reports
• Perform assigned AML and ACH transaction-monitoring reviews
• Research and document unusual or potentially fraudulent activity and escalate concerns
• Maintain confidential, audit-ready monitoring logs, case notes, evidence, findings, and escalation records
• Collaborate with Customer Success Management, Bill Pay, Validation, Financial Operations, Development, IT, Product, Risk, and Compliance
• Assist with training, mentoring, process documentation, and team projects
• Recommend improvements to strengthen controls, improve data quality, and reduce repetitive work
• Complete related duties and required training

Senior Customer Success Manager

Senior Enrollments Specialist, Payments