Manager of Customer Success in California

Role Summary:

The Co-president is looking for a Manager of Customer Success that is eager to deliver a high touch, 10/10 client onboarding experience for TEAM’s family office and fiduciary clients. The Manager of Customer Success will manage a team and be responsible for delivering smooth, friendly and professional client onboarding experiences for some of TEAM’s largest new clients. In the first year, you will be responsible for upleveling how we transition clients to TEAM, lead two team members, and partner with Client Partnerships to personally onboard clients in our Private Family Services and Core fiduciary markets. We’re looking for someone who is highly organized, displays strong executive client presence, loves solving problems, is a clear communicator, and can set a strong first impression for TEAM clients before they come on board! 

What you will do:

• Lead and deliver large-scale client onboardings in both the Private Family...

(12/20: Yes, rhis is an up-to-date posting.)

We are looking for someone to join our team in a role focused on customer success. You must bring deep understanding of the K-12 teacher experience in order to design and support implementation of the Edthena tools within a variety of contexts including schools, districts, and teacher training organizations.

In this role, you will own the entire experience for our partners. This includes onboarding, training, renewals, and technical support. Your primary interactions will be with with decision makers and stakeholders in organizations using Edthena. Our ideal candidate is an experienced, tech-savvy professional with demonstrable skills in these areas.

You will serve as the primary point of contact to our partners and to our users. You should have evidence of self-managing, perform well under deadlines, and be detail-oriented both in task management and end-products. As one of the voices of our users, you will advocate...

Salary Range: $100,000.00 - $130,000.00 per year base salary (which is dependent on a variety of factors including relevant experience, geographic location, business needs, and market demand).

Who We Are:

Persado provides the only Motivation AI platform that generates personalized communications at scale, inspiring each individual to engage and act. Many of the world’s largest brands, including Ally Bank, Coach, Dropbox, Kate Spade, JP Morgan Chase, Marks & Spencer, and Verizon, rely on Persado to engage customers across their journey, from acquisition communications to online cart conversion. Persado’s Generative AI for the enterprise is trained on more than 100 billion digital business language impressions across industries, enabling marketers to motivate customers and drive significant business value. Persado has been recognized by CB Insights as the top Leader for Generative AI Text Content Generation.

As an employer,...

Preference for a California/PST based candidate

Join our team as the founding Customer Success Manager to drive customer satisfaction and adoption of our product. You’ll act as the primary contact for customers, resolving technical challenges, guiding them to achieve their goals, and collaborating with internal teams for a seamless experience.

Responsibilities

• Build relationships with customers and conduct regular reviews.
• Train customers on product usage and new features.
• Address technical issues and manage escalations.
• Advocate for customer needs and contribute to workshops.
• Partner with the Sales team to expand usage.

Requirements

Required:

• 4+ years in a technical customer-facing role.
• Strong understanding of networking, protocols, and data formats. (JSON, CSV, SQL/NoSQL, etc.)
• Familiarity with endpoint security, cloud...

At Kixie, we're revolutionizing how sales teams connect with their customers through cutting-edge voice and SMS technology. By integrating seamlessly with leading CRMs, we empower sales and support teams to work smarter, communicate better, and achieve more - all in less time. 

Behind our cutting-edge product are the individuals who drive it forward. Ambition, Community, Teamwork, and Transparency — these are the core values that define us at Kixie. We pride ourselves on fostering a collaborative, innovative, and supportive environment, where every team member’s contribution is an impact to our success! If you're someone who thrives on challenges, finds joy in solving meaningful problems, and seeks to be part of one of the fastest-growing B2B startups, then Kixie is where you belong!

Currently we are looking to hire a Customer Success Manager to join our team! This is a great opportunity to work at a healthy, growing tech startup and hone valuable...

Job Overview:

Curenta is seeking a proactive and results-driven Customer Success Manager to join our team, focusing on Assisted Living Care SaaS solutions. This role is pivotal in ensuring client satisfaction, onboarding new customers, and driving subscription growth. The ideal candidate will excel in creating impactful training materials, fostering strong client relationships, and helping customers maximize the value of our software solutions.

As the primary point of contact for clients, the Customer Success Manager will oversee onboarding, education, and ongoing support to ensure seamless adoption of product features and functionalities.

Key Responsibilities:

Client Onboarding:

• Manage the onboarding process for new clients, ensuring a smooth transition and thorough understanding of the SaaS platform.
• Conduct personalized training sessions tailored to client...

Summary

As a Customer Success Manager, you will lead customer success initiatives, keep the company focused on customer outcomes and play a central role in directing the future of the product.

You will understand customer outcomes through ongoing collection and analysis of data and feedback and turn this into onboarding and retention strategies as well as feed into the product roadmap. You will be involved in all aspects of account management, demonstrating the product, educating customers and more.

We are still a small team and looking for people that not only love building customer relationships but that can also roll up their sleeves and help to build out our process and playbooks. You will have many opportunities to add impact to the business and will join a collaborative team who is ready to change the way the world runs meetings.

You will be a core part of the founding team and report directly to the VP of Customer Success.

What...

     Title – Customer Success Manager

     Position – 6+ Months contract

     Location – Remote

     Rate - $Open (Best Possible)

• Demonstrated experience in roles driving customer success and technology adoption
• Understanding of SaaS solutions and/or enterprise software; cybersecurity experience preferred
• Ability to lead, motivate and help prioritize competing priorities among the team
• Strong consulting and project management skills, with proven results working as a data-driven customer advisor
• Passionate about coaching and developing people
• Ability to multi-task and work in a dynamic environment with constant change to address emerging security risks and challenges 
• Positive, growth-oriented mindset
• Thrives in a matrixed, team environment...

Curenta is seeking a driven and strategic Customer Success Manager to ensure our clients maximize the value of our AI and B2B solutions. In this role, you will be responsible for building and maintaining strong client relationships, driving product adoption, and transforming satisfied customers into long-term advocates for Curenta. The ideal candidate is skilled in understanding customer needs, problem-solving, and collaborating with internal teams to enhance customer experiences. This position demands a proactive approach to customer retention and growth through data-driven insights and optimization strategies.

Responsibilities:

• Serve as the primary point of contact for customers, ensuring a seamless onboarding process, adoption of the product, and ongoing satisfaction.
• Drive customer retention and growth by understanding the business needs of each client and proactively identifying opportunities for optimization and...

At WerQ AI, we believe that customer success is paramount to our mission of leveraging AI to transform workplace efficiency. We are seeking a Senior Manager of Customer Success to lead our efforts in delivering exceptional support and ensuring that our clients achieve their desired outcomes with our innovative solutions. In this critical role, you will guide a dedicated team of Customer Success Managers, focusing on fostering long-term relationships, driving user engagement, and maximizing satisfaction. You will collaborate closely with other teams within the organization to advocate for customer needs and influence product enhancements. If you are passionate about customer success and have a proven track record in driving value for clients, we invite you to join our dynamic team and contribute to our mission.

Responsibilities

• Lead, mentor, and develop the Customer Success team, promoting a culture of excellence and proactive client engagement.
...

Curenta is seeking a driven and strategic Customer Success Manager to ensure our clients maximize the value of our AI and B2B solutions. In this role, you will be responsible for building and maintaining strong client relationships, driving product adoption, and transforming satisfied customers into long-term advocates for Curenta. The ideal candidate is skilled in understanding customer needs, problem-solving, and collaborating with internal teams to enhance customer experiences. This position demands a proactive approach to customer retention and growth through data-driven insights and optimization strategies.

Requirements

Customer Success Manager Responsibilities:

• Serve as the primary point of contact for customers, ensuring a seamless onboarding process, adoption of the product, and ongoing satisfaction.
• Drive customer retention and growth by understanding the business needs of each client and proactively...

Job Overview:

Curenta is seeking a driven and strategic Customer Success Manager to ensure our clients maximize the value of our AI and B2B solutions. In this role, you will be responsible for building and maintaining strong client relationships, driving product adoption, and transforming satisfied customers into long-term advocates for Curenta. The ideal candidate is skilled in understanding customer needs, problem-solving, and collaborating with internal teams to enhance customer experiences. This position demands a proactive approach to customer retention and growth through data-driven insights and optimization strategies.

Customer Success Manager Responsibilities:

• Serve as the primary point of contact for customers, ensuring a seamless onboarding process, adoption of the product, and ongoing satisfaction.
• Drive customer retention and growth by understanding the business needs of...

Are you a driven and experienced Call Center Manager looking to advance your career?  

If so, Kooner Fleet Management Solutions wants you to join our growing team! The Call Center & Customer Success Manager will be responsible for overseeing our call center and customer support operations. If you are a tactical leader with a passion for customer service in the transportation industry, we invite you to join our dynamic team and contribute to our ongoing commitment to excellence.

Why Kooner Fleet Management Solutions? 

With over 8 years of experience in the industry, Kooner Fleet Management Solutions is recognized as one of the leading providers of truck maintenance and emergency repair services in the United States. Our commitment to providing efficient and reliable truck maintenance and repair services ensures that our clients' trucks and trailers remain in top condition, allowing them to operate safely...

About Us

Cynch is a fast-growing, AI startup on a mission to empower small businesses.  We combine reasoning, machine learning, and generative AI to help business owners make better financial decisions. We are a team of experienced AI scientists, engineers, and operators passionate about the financial well-being of individuals and businesses, and we look for people who share that passion.

About the Job

At Cynch, our customer success associates are called, Client Advocates. They are the primary point of contact for our clients and are responsible for the client experience.

As the Lead Client Advocate, you will be responsible for a team of Client Advocates. You will be a player/coach, both managing the team and acting as a primary point of contact for a select group of clients. You will ensure the firm delivers an exceptional client experience by collaborating with operations, product, and engineering to...

About Starry: 

Starry is proud to be an Equal Opportunity workplace. Just like the internet service we provide, we do not discriminate. We welcome people from all over the world to share their knowledge and perspectives. At Starry, you can discover the many careers and opportunities that are made possible when you connect people to the limitless possibilities of the internet.

Our mission focuses on two things — first, on being an internet service provider committed to simplicity, transparency, and delight, and second, on providing high-speed internet to underserved communities both locally, nationally and globally. We approach our mission with a cutting-edge wireless technology, user experience designed to delight, and a diverse and intellectually curious company culture.

Who we’re looking for:

As a Customer Success Manager, you will help launch and grow Starry Internet service with our Property and Building...

The Elevator Pitch

If you are an excellent relationship builder, passionate about the customer experience, and inspired to help make the world a safer place, then this is the role for you!

Customer success is vital to Evolv’s long-term mission and profitability. We will not be successful until our customers receive massive value from our service and continue to partner with us regularly. We’re looking for Customer Success Managers who will build lasting relationships with our customers and ensure they are deriving maximum value from their investment.

As the ultimate advocate for your portfolio of accounts, you will be a trusted advisor partnering with our customers to establish proactive success plans that promote product adoption, overall customer satisfaction, and ultimately subscription renewals.

Success in the Role: What are performance outcomes over the first 6-12 months you will work toward completing?

 Within 1 month - 3 months, you...

As a Accounting Success Manager at Docyt, you’ll lead the customer relationship, delivering maximum value to our existing customers and newcomers alike. You’ll partner with our customer stakeholders, ensuring that we understand their business needs and objectives, thus driving success utilizing Docyt products. 

We’re looking for people-oriented professionals who are excited to grow in a cross-functional role and are comfortable making calls to senior-level executives and synthesizing data to show customers an analytical solution to their pain points.

Location: San Jose, CA or Tucson, AZ (preference given to local candidates, remote candidates considered)

Responsibilities

• Develop and execute customized onboarding plans that align with clients’ financial management goals and operational needs.
• Lead the setup and configuration of Docyt software, including the integration with existing financial systems, ensuring data...

About the Job

Hey there! We're a dynamic startup on a mission to transform the way people shop. With backing from top-tier investors like Y Combinator, Coatue, Khosla Ventures, and even Muse's lead singer, Matt Bellamy, we're poised to revolutionize the retail experience. Our innovative approach? Text to Buy. Imagine purchasing anything with a simple text reply – no fuss, no hassle. That's what we're all about.

We're currently seeking a Customer Success Specialist to join our team. If you're passionate about simplifying payments and delivering exceptional customer experiences, you've come to the right place.

Your Mission:

• Dive deep into understanding our customers' needs and help them achieve their business objectives.
• Become an expert in our product and guide customers to maximize its value.
• Collaborate with the Head of Customer Success and our CEO to...

Duro is on a mission to fundamentally change the future of hardware development, helping teams develop 3x faster and save 25% in supply chain costs. Our cutting-edge Product Lifecycle Management platform helps hardware teams move with agility, make timely decisions, and build disruptive products. 

Backed by top investors, Duro is a forward-thinking group of innovators where collaboration and open communication are the norm. We're all about advancing boundaries, learning from each other, and making a real impact on the future. We’re headquartered in Los Angeles and are looking to grow our team with a Customer Success Manager. So, if you're technical and love helping customers be successful, then Duro is your next stop.

What You’ll Do

• Drive and promote account growth, user engagement, retention, and success for customers by owning and partnering with sales, product, and engineering teams.
• Handle technical questions and...

Position Overview

We are seeking a dynamic SMB, Customer Success Manager to join our team and play a vital role in ensuring the success and satisfaction of veterinary office staff who use our platform. The ideal candidate will be responsible for developing and maintaining strong, long-term relationships with our veterinary offices clients, ensuring they maximize the benefits of our services. You will be a key point of contact, advocating for our clients' needs while collaborating closely with internal teams to drive client satisfaction, adoption, and retention.

This position will start as remote, but will transition to hybrid, with required presence in the San Francisco office each week.

Key Responsibilities

Client Onboarding and Training:

• Run the onboarding process for veterinary office staff, ensuring they have a smooth and successful start with our platform.
• Provide comprehensive training...

Who is Anatomage?

Anatomage is committed to transcending the limitations of existing medical education with innovative products that elevate the teaching and learning process. Our staff is relentlessly committed to quality and customer satisfaction, striving to make sure our customers realize the full benefits of our unique products.

Anatomage is the global 3D medical application leader. Our products are currently installed and used in thousands of universities, institutions, clinics, and hospitals all over the US and world-wide. The Anatomage Table is the most technologically advanced 3D anatomy visualization system for anatomy education and is being adopted by many of the world’s leading medical schools and institutions.

About the Role

We are looking for an experienced Customer Support Manager to provide excellent customer service to our Anatomage end-users and to promote this idea throughout the organization....

Steer Health transforms healthcare with the industry's most widely adopted Al-fueled patient experience and growth.

At Steer Health, we're creating next-generation consumer engagement experiences with solutions spanning care communication, patient engagement, scheduling, smart notifications, and more.

As a Customer Success Manager, you will be responsible for ensuring high levels of satisfaction, drive adoption, and expand the use of Steer Health products at customer sites. You will work closely with our sales team to identify upsell opportunities and renewal risks and be engaged with cross-functional teams to successfully manage and resolve all issues affecting your customers.

Your ability to organize, follow up, and be proactive about customer issues will provide continuous improvements to your customer’s satisfaction levels. Your technical aptitude for preventing problems as well as solving them will turn your customers into Steer Health advocates and repeat...

Terminal 49 is seeking a rockstar Customer Success Manager to oversee operations and and foster successful and effective client relationships.

Customer Experience team is core to our business and has the ability to wow our customers. Even when using software automation to take the pain out of many manual tasks, transporting a container from the port to the warehouse is still a complex process with constantly changing requirements, unexpected events, and a multitude of factors to consider.The right person for this role will be extremely fastidious and organized, and a natural project manager.

As a manager, you’ll be in charge of handling our key accounts and running the internal operations of our service. You’ll be interfacing with all size of customers, ensuring that the transportation of cargo is on time and up to our customers’ expectations.

Requirements

What you will do

• Lifecycle account management (both...

About the Job

Hey there! We're a dynamic startup on a mission to transform the way people shop. With backing from top-tier investors like Y Combinator, Coatue, Khosla Ventures, and even Muse's lead singer, Matt Bellamy, we're poised to revolutionize the retail experience. Our innovative approach? Text to Buy. Imagine purchasing anything with a simple text reply – no fuss, no hassle. That's what we're all about.

We're currently seeking a Customer Success Specialist to join our team. If you're passionate about simplifying payments and delivering exceptional customer experiences, you've come to the right place.

Your Mission:

• Dive deep into understanding our customers' needs and help them achieve their business objectives.
• Become an expert in our product and guide customers to maximize its value.
• Collaborate with the Head of Customer Success and our CEO to...

• Remote or hybrid position (in San Luis Obispo, CA, Denver, CO, Nashville, TN, Salt Lake City, UT, or Jackson Hole, WY)
• Large equity stake + competitive salary + benefits
• 4th CS hire, will work directly with the VP to build the CS function from the ground up
• Full-cycle customer success from onboarding, implementation, support, expansion, and retention
• Series A stage opportunity in proven, de-risked market. Be a big part of company going from $1M>$10M in ARR over the next two years

Requirements

Who We’re Looking For

• You have knowledge, experience and/or interest in working with and for customer marketing/advocacy teams, product marketers, and content marketers
• You are passionate about evangelizing the customer marketing/product marketing space
• You are empathetic and highly driven to make customers successful
• You understand how customer pain...

Company Overview:

At Sorting Robotics, we are at the forefront of transforming industrial automation with cutting-edge technology solutions. We're committed to not just delivering innovative products, but also ensuring that our clients achieve the greatest possible success and value through our technologies.

Job Description:

We are seeking a proactive and passionate Customer Success Manager to join our dynamic team. In this role, you will be pivotal in building and maintaining strong relationships with our customers, ensuring they receive outstanding support and achieve maximum value from our products.

Responsibilities:

• Develop customer relationships that promote retention and loyalty, working closely with customers to ensure they are satisfied with the services they receive and to improve upon areas of dissatisfaction.
• Provide detailed onboarding and training to...

Prime Roots is on the lookout for a Customer Success Manager who is deeply passionate about driving change in the plant-based food industry. This individual will play a pivotal role in advancing in-store excellence and consumer engagement through creative merchandising, comprehensive data analysis, and innovative promotional strategies. The position is crucial for shaping the consumer journey, enhancing brand visibility, and ensuring the success of our products in retail environments.

Key Responsibilities:

• Strategic In-Store Execution: Craft and implement merchandising strategies to elevate the customer experience and amplify brand presence. Organize and lead consumer and store events to stimulate engagement and promote product discovery.
• Promotional Management: Develop and oversee promotional campaigns to boost brand awareness and sales. Ensure that promotions are well-coordinated, timely,...

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.

Our team-defined values guide how we show up for each other, for our partners, and for our customers:

• We succeed together
• We embrace progress
• We care big
• We create space

To join our remote-first, engage from anywhere team, visit getcaret.com/careers.

Job Overview: This is a REMOTE position with hiring focused solely on the Eastern US Region

We are seeking an experienced, passionate, and results-oriented Customer Success Manager to join the HotDocs team! 

The successful candidate will be responsible for building and maintaining strong...

Customer Success Manager with consulting experience in technologies such as automation, process and task mining, business process management, workforce intelligence, desktop process analytics 

As a Customer Success Manager, you will have the opportunity to play a crucial part in all stages of the customer relationship and have high-level monitoring control and ownership of the customer lifecycle. Our Customer Success Managers will focus on implementing and expanding our offerings within customer accounts, increase customer retention, deliver value-based metrics, and drive customer satisfaction. We're looking for a customer-focused leader with success in delivering exceptional client satisfaction and complex process transformation programs 

What you will do at Skan:

• Become a trusted value delivery partner for assigned clients – Customer Value management and delivery, project reporting, governance ​and...

Zifo is hiring! We are looking for a Customer Success Manager to join our team. This person will be responsible for managing customer relationship for Zifo’s strategic customers in the U.S. The CSM will be accountable for active account mining, manage existing revenue stream and continuously build the revenue pipeline across the customer portfolio and ensure successful partnership with customers.

Responsibilities:

• Partner with Customer Success and Delivery teams in kick starting engagement with new customers/business areas/products.
• Understand customer’s tangible and intangible expectations, requirements and ensure they are delivered by Zifo
• Manage the engagement with customers and Zifo’s internal teams, in alignment with Zifo’s culture and values
• Partner with Service Delivery Management teams at Zifo to ensure transition of projects from Account Mining to Project execution
• Perform active Account Mining by expanding...