Customer Success Manager

• Develop and maintain strong client relationships throughout the customer lifecycle
• Provide basic knowledge of platform systems and tools
• Provide best practices to clients
• Deliver excellent customer service and respond promptly to concerns and complaints
• Identify and share lessons learned with relevant teams
• Engage with customers to promote software adoption and onboarding strategies
• Provide renewal sales quotations and respond to requests for proposals
• Manage a book of business
• Frequently walk to distribute or gather information
• Handle files, keyboarding, writing, and other duties requiring fingering
• Use near/midrange/far vision and speaking to disseminate information

Customer Success Coordinator

• Support client success activities for a digital marketing and business automation company
• Assist with CRM and customer management processes
• Support lead generation, lead qualification, appointment setting, and customer follow-up
• Manage or update customer records, sales pipelines, tasks, and interaction tracking
• Assist with marketing automation, email and SMS campaigns, lead nurturing, and automated follow-ups
• Support appointment scheduling, reminders, calendar management, and appointment follow-ups
• Assist with business communication through phone, text messaging, email, and social messaging
• Provide customer, technical, or administrative assistance
• Support data entry and back-office operations
• Assist with payment platform and third-party software integrations as needed

Client Success Manager

• Develop strong relationships with users, managers, and executives of customers
• Understand customer goals, expectations, and reasons for using PrecisionCare software
• Communicate and demonstrate the value of PrecisionCare software
• Manage tailored customer retention strategies and ensure customer satisfaction
• Serve as liaison and point of contact between PrecisionCare and its customers
• Help users use PrecisionCare software effectively and efficiently
• Expand and increase customer software usage
• Create and customize implementation plans
• Travel to customer locations and participate in trade shows, conferences, sales, and networking opportunities
• Execute implementation plans
• Maintain and analyze customer health checks
• Provide user training opportunities
• Analyze customer needs and evolve software usage accordingly
• Coordinate between Customer Support and Software Development teams
• Test and understand new features and functions
• Notify and train customers on pending updates and changes
• Conduct regular customer reviews and analyze usage statistics
• Contribute to software design and development based on user needs and regulatory requirements
• Serve as an escalation point for customer inquiries and concerns
• Educate customers on new features, updates, and best practices
• Manage customer projects, timelines, and deliverables
• Advocate for customers and communicate their needs internally
• Collaborate with sales and marketing to identify professional services opportunities
• Identify features and add-on services to increase customer billing
• Perform other duties assigned by supervisors

Customer Success Specialist

• Support Client Success Specialists and Customer Relationship Executives
• Perform Salesforce tasks as applicable
• Assist with Rep Splits and Broker licensing
• Pursue, collect, and transfer Administrative Worksheets for new business groups
• Add and remove Contacts on policies
• Submit renewals for Risk Approval
• Create DocuSign Packages
• Submit cancellation requests
• Complete Sun Life Connect access requests
• Provide ISL Account Summaries/EORs as requested
• Assist with premium research
• Handle W-9 and Schedule A requests
• Send medical Plan Documents to Product
• Upload medical Plan Documents to the sold case tracker
• Send Contracts
• Perform ad hoc project work as needed

Client Success Co-op

• Lead the end-to-end Customer Engagement Operations strategy and execution for key US Human Pharma offerings
• Orchestrate strategy and execution across content, channels, field teams, home office teams, and operational infrastructure
• Ensure alignment across Commercial and Medical organizations and maximize impact across customer segments
• Oversee Incentive Compensation, Customer Facing Team Operations, Congress and Meetings Management, speaker bureau operations, and related governance processes
• Define and lead enterprise omnichannel engagement strategy across Commercial and Medical
• Oversee the end-to-end content ecosystem, speaker bureau operations, and integration of digital and in-person engagement models
• Set strategic direction and governance for omnichannel integration, agency partnerships, creative development, and media strategy
• Translate omnichannel strategy into execution across customer-facing teams and align field execution with HPRC and broader governance structures
• Drive consistent, compliant, and data-informed customer engagement across channels
• Design, integrate, and optimize operational capabilities, processes, governance, and infrastructure
• Drive cross-functional initiatives improving customer, patient, and healthcare provider experiences
• Enhance Medical and Patient Excellence capabilities by embedding best practices and scaling innovation
• Establish performance measurements, success metrics, and governance frameworks
• Create a performance-based team culture with accountability and urgency
• Recruit, hire, coach, develop, motivate, manage, and monitor managers and professionals
• Set expectations, provide feedback, conduct MAG reviews, address performance challenges, and monitor action plans
• Complete career planning and competency assessments
• Act as senior integrator across Commercial, Medical, Patient, Global, and enabling functions
• Partner with senior stakeholders to define priorities, resolve trade-offs, and drive enterprise outcomes
• Oversee content governance and risk evaluation, including recommendations for risk mitigation and escalation

Customer Success Manager jobs in Connecticut

Customer Success Coordinator

Client Success Manager

Customer Success Specialist

Client Success Co-op

VP, Customer Engagement Operations