Customer Success Manager

• Provide phone support to clients enrolled in the Debt Management Program
• Take back-to-back calls in a call center environment
• Support client accounts and ensure seamless account management
• Manage proposals, payments, deposits, and creditor communications
• Proactively review client accounts to identify and resolve issues
• Maintain accurate records and ensure compliance with state regulations
• Collaborate across departments to ensure a seamless client experience
• Encourage and motivate clients throughout their financial journey
• Complete three weeks of mandatory full-time training before transitioning to the regular schedule

Client Success Specialist

• Serve as the named Enterprise Customer Success Manager for a focused book of complex, high-value partner organizations
• Act as a strategic partner to executive leadership and manage account health, retention, and growth
• Build relationships with Executive Pastors, CFOs, Finance Committees, Operations, IT, and Communications
• Host four structured giving reviews per year with executive stakeholders at each Enterprise partner
• Maintain monthly check-ins with each partner
• Visit partner accounts at or near launch and at least once a year thereafter
• Flag risks early, manage the renewal pipeline in HubSpot, and execute tailored churn-save strategies
• Develop and execute expansion strategies and identify strategic upsell opportunities
• Build annual partner strategies and contribute best-practice playbooks to the Customer Success team
• Mentor and support junior Customer Success Managers
• Share structured customer feedback, product gaps, trends, and innovation opportunities with Success leadership and Product
• Educate Enterprise partners on new product releases and roadmap developments
• Achieve KPIs of 110% NRR, 90% GRR, and 90% on-time renewal closure

Enterprise Customer Success Manager

• Own the client success function at Hire Overseas, an offshore staffing and HR platform placing vetted global talent into U.S. companies
• Design and build onboarding, engagement cadences, health scoring, renewal processes, and expansion playbooks
• Define and consistently deliver the client experience
• Create processes, templates, and frameworks for scalable customer success operations
• Report to founders on portfolio health, retention metrics, and strategic recommendations
• Own client accounts from placement through long-term engagement
• Conduct proactive check-ins and surface risks, opportunities, and insights
• Handle escalations and resolve complex client situations
• Drive retention and identify expansion opportunities including additional placements, new roles, and broader account scope
• Track account health and maintain plans for at-risk clients
• Hire, onboard, and manage account managers and customer success team members as the company grows
• Set standards for client communication, issue resolution, and relationship management
• Build a culture of ownership and proactivity within customer success

Head of Customer Success

• Own the long-term relationship with Dispatch’s enterprise customers and their service provider networks
• Own gross and net retention for a portfolio of enterprise accounts
• Drive on-time renewals and monitor account health through adoption, usage, program performance, and stakeholder sentiment
• Build and execute account plans tied to customer business goals
• Serve as escalation point for critical issues and coordinate internal resolution
• Develop multi-level relationships with users, champions, executive sponsors, and decision makers
• Lead Executive Business Reviews focused on customer outcomes
• Develop references, referrals, and customer advocates
• Learn customers’ business models, service operations, competitive pressures, and strategic priorities
• Diagnose operational challenges and recommend workflow, process, and field service improvements
• Build and present value and ROI stories connected to customer KPIs
• Bring customer feedback to the Product team and help shape the roadmap
• Identify expansion opportunities by matching Dispatch products to customer needs
• Own prospecting within the customer base, qualification, proposals, negotiations, and closing of upsell and cross-sell deals
• Expand Dispatch’s footprint across business units, regions, service lines, and service provider networks
• Build growth plans and prioritize whitespace opportunities
• Develop new budget and buying-center relationships
• Use adoption, performance, and ROI data to support expansion business cases
• Lead product pilots and proofs of value and convert successful results into rollouts
• Forecast the expansion pipeline in Salesforce and achieve retention and expansion targets

• Make client interactions personal, warm, and unhurried
• Help clients when the AI agent or documentation cannot resolve their issue
• Own client problems from the first message through confirmed resolution
• Manage account recovery when accounts show strain, including calls, action plans, dates, and follow-through
• Diagnose which product and technical layer an issue belongs to before escalation
• Reproduce issues, capture steps with screenshots or recordings, and file actionable bugs in Linear
• Monitor open Linear issues, chase blocked work, and confirm fixes with clients
• Use Claude with the code repository to trace product behavior and draft small fixes for developer review
• Maintain and improve the help center across Town Web, HeyGov, and ClerkMinutes
• Write troubleshooting guides and improve AI-agent responses in Fin
• Record short client training videos
• Handle support conversations Fin cannot resolve
• Support onboarding with the projects team
• Build proactive relationships with assigned municipal accounts
• Run recurring account check-ins and use product-usage data to identify unmet value
• Explain unused services and flag expansion and renewal opportunities to sales
• Help clients reach product proficiency
• Co-host feature webinars and training with Product Managers

• Guide customers proactively through the customer lifecycle, focusing on delivering value, expanding use of Cerby solutions, and managing renewals
• Partner cross-functionally with account executives, onboarding, solutions, product, engineering, and support teams
• Prioritize and regularly engage with customers through business reviews to present strategic security strategies
• Become a Cerby product expert and maintain a detailed understanding of products and services
• Suggest strategies to meet customer needs
• Act as the voice of customers by collecting feedback, reviewing and managing concerns, and advocating for the customer experience
• Create and optimize company processes and enhance Customer Success initiatives

• Lead the Clinical Operations workstream across the partner journey from early discovery through implementation, Go-Live, and ongoing partner support
• Participate in discovery calls with prospective partner practices to understand practice structure, staffing, patient demand, workflows, technology, and implementation needs
• Provide operational guidance on integrating Auris service models and identify workflow, staffing, scheduling, or training considerations
• Support recruitment and development of prospective partner practices through outreach, relationship building, and follow-up
• Document and communicate discovery findings, risks, and next steps
• Lead the Clinical Operations portion of new partner clinic implementations, including kickoff meetings and recurring cross-functional meetings
• Establish and maintain onboarding and training schedules for remote audiologists, Clinical Assistants, and other clinic personnel
• Track Clinical Operations deliverables and coordinate follow-up and escalation of readiness risks, delays, or barriers
• Participate in clinical personnel interviews and selection and provide structured onboarding and readiness feedback
• Develop and maintain individualized onboarding plans and monitor e-learning, shadowing, simulations, and validation activities
• Coordinate remote audiologist schedules in MaestroFusion™ and other scheduling systems
• Deliver and facilitate approved virtual and onsite training
• Facilitate Clinical Assistant skills validation and simulated sessions with remote audiologists
• Lead onsite training, workflow validation, and the operational portion of Go-Live
• Provide implementation readiness recommendations to the Vice President of Clinical Operations
• Serve as Clinical Operations point of contact for designated partner practices
• Participate in recurring business reviews and prepare or contribute Clinical Operations, utilization, and KPI updates
• Establish operational and service KPIs with clinic leadership, define targets or benchmarks, and monitor performance
• Support ongoing education, refresher training, and Clinical Operations check-ins
• Conduct designated workflow, documentation, implementation, or quality audits
• Collaborate with Operations, Credentialing, Licensing, Human Resources, Information Technology, Scheduling, and Sales/Business Development
• Draft or revise procedures, checklists, and implementation tools for approval

Senior Manager, Clinical Implementation – Partner Success

• Report directly to the Chief Revenue Officer
• Join customer evaluations and proofs of concept before contracts are signed
• Agree success criteria with account executives, get customer data flowing, and ensure pilots prove their objectives
• Take customers from successful pilots to full-scale production deployments
• Plan cutovers from incumbent tools and establish data sources, pipelines, dashboards, and alerts
• Build account success plans tied to customer objectives such as cost, incident response time, or coverage
• Track usage and customer health and act on early warning signs
• Review architecture, ingestion, retention, and query performance and provide hands-on technical guidance
• Build relationships with engineers and executives and run business reviews
• Own or partner with sales on renewals and identify expansion opportunities
• Coordinate support and engineering during escalations while owning the customer experience
• Bring customer patterns and feedback to product and engineering
• Create POC templates, onboarding guides, migration runbooks, and training content

• Support day-to-day management of assigned client accounts, serving as a responsive point of contact for routine questions and requests, in partnership with a senior CSM.
• Help execute Bridg's client engagement model, assisting with onboarding tasks, status updates, and recurring client touchpoints.
• Monitor client usage and flag early signs of risk or opportunity to the broader Customer Success team.
• Assist in preparing reporting, performance summaries, and materials for client meetings and business reviews.
• Learn Bridg's products in depth and begin fielding first-line client questions, escalating more complex issues to senior team members.
• Collaborate cross-functionally with Product, Delivery, and Technical Operations to help resolve client issues in a timely manner.
• Report to the Sr. Manager, Customer Success.

• Create, segment, and launch remarketing campaigns, primarily through email, in-app, and push notifications
• Build emails, proofread content, test links, and confirm record counts
• Conduct A/B or multivariate testing on CRM campaigns
• Track and report on CRM campaigns to guide improvements and report to the Director
• Ensure CRM campaigns comply with current industry best practices
• Oversee coordinators, assign tasks, and assist with new employee training
• Provide preliminary approval for all player-facing communications
• Manage CRM campaigns and drive retention across appropriate CRM channels
• Develop and execute CRM strategy and define campaigns throughout the customer lifecycle to maximize retention

Customer Success Manager jobs in United States

Client Success Specialist

Enterprise Customer Success Manager

Head of Customer Success