Customer service manager jobs in Milpitas, CA - 2,984 jobs

A leading tech company in San Francisco seeks a Senior Customer Success Manager. The role involves driving customer success through strong relationship management and technical guidance on cloud solutions. Candidates should have a strong background in customer success within technology and excellent interpersonal skills. This full-time position offers competitive pay and numerous benefits, including stock options and health insurance. #J-18808-Ljbffr

Hover is making the homeowner journey easy, transparent and fun. Starting with the home improvement industry, we're answering age‑old questions like, “What is it going to look like?” and “What is it going to cost?”, by helping homeowners and pros visualize what's possible with Artificial Intelligence (AI) and interactive 3D property models. Homeowners, contractors, and insurance professionals all use Hover to get fully measured, accurate, and interactive models of any property-in a matter of minutes, and with just a few snaps of a smartphone camera. Join a team that is rooted in challenging the status quo, persistence, and dedicated to serving our employees, customers, and communities. With key investors, including Google Ventures and Menlo Ventures and leading insurance carriers such as Travelers, State Farm, and Nationwide, Hover is committed to changing the world, one home at a time. At Hover, we believe there is strength in diversity and are fostering an inclusive and diverse culture by hiring qualified, talented people from a wide variety of backgrounds. About the position As an Account Manager at Hover, your responsibilities will be primarily focused on growing and strengthening relationships with Hover's enterprise Insurance partners. As the team attracts new insurance partnerships, you will manage growth within the account and develop strong relationships with key stakeholders across various business, training, and project management teams. In this role, you will be responsible for running pilot programs, developing and executing enablement plans to successfully roll out Hover's solution within new accounts, answering customer requests, identifying growth opportunities within the account and managing customer contract renewals. You will also work closely as the liaison between cross‑functional teams at Hover, including Sales, Product Development, Engineering, Finance, and Production departments. You will contribute by Lead and manage all pilot programs including weekly progress meetings between technical and business units Lead and manage customer rollouts and customer renewals Manage client expectations, and ensure the timely and successful delivery of Hover's solutions according to customer's needs and objectives Strengthen existing account utilization, and identify opportunities for account growth Develop trusted advisor relationships with key stakeholders, executive sponsors, and field staff Become the Subject Matter Expert on the Hover platform features and functionality, as well as the Go‑To‑Market approach Clearly communicate the progress of monthly & quarterly initiatives to internal and external stakeholders Build QBR decks that show client growth and success Forecast growth and track key account metrics Your background includes 3+ years of experience as an Account Manager, National Account Manager, Account Executive, or relevant role Ability to develop robust enablement plans based on a customer's workflow and requirements Proven track record of upselling or retention in enterprise accounts Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C‑level Solid experience with CRM software (Salesforce, Excel, G‑Suite) Solution‑oriented sales philosophy built around asking questions, listening, GAP and Challenger selling methodologies Great attitude, with a commitment to being an excellent team mate and cultural contributor Property & Casualty Insurance experience a nice to have Benefits Compensation - Competitive salary and meaningful equity in a fast‑growing company Healthcare - Comprehensive medical, dental, and vision coverage for you and dependents Paid Time Off - Unlimited and flexible vacation policy Paid Family Leave - We support work/life balance and offer generous paid parental and new child bonding leave Mandatory Self‑Care Days - A day set aside each month to allow employees to recharge Remote Wellbeing Resources - We provide recurring fitness classes, meditation/ mindfulness tools, virtual therapy, and family planning assistance Learning - We encourage continued education and will help cover the cost of management training, conferences, workshops, or certifications Hybrid roles at Hover Hover has Hubs in San Francisco and New York City, where we expect that all employees living within a 50‑mile radius of our offices will come into their local Hover office at least three times a week to build rapport and foster organic connection. At this time, Hover is not considering fully remote roles. The US base salary for this full‑time position ranges from $147,000-$182,000, with an OTE of $210,000-$259,000 annually. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all applicable US locations. Within the range, individual pay is determined by work location and additional factors, including job‑related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. #J-18808-Ljbffr

About Latham & Watkins Latham & Watkins is a global law firm consistently ranked among the top firms in the world. The success of our firm is largely determined by our commitment to hire and develop the very best and brightest, creating a team that provides our clients with the highest quality of work and service. We are driven by our core values: respect, innovation, and collaboration. About the Role The Research Services Lead is an integral part of Latham's Technology & Information Services team. This role will be responsible for conducting and leading a wide range of legal and non‑legal research and analysis for attorneys and business services staff using a variety of research tools, as well as facilitating skills development and acting as a coach for more junior members of the Research Services team. This role will be located in our San Francisco office. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in‑office presence. Responsibilities & Qualifications Other key responsibilities include: Conducting complex legal and non‑legal research, managing large projects, and synthesizing and analyzing results for relevancy and responsiveness to the specific research request. Monitoring business, industry, and legal news sources for developments regarding clients, industries, and practice areas; utilizing aggregator platforms to assemble relevant results for distribution to attorneys and business services staff. Leading department training and awareness activities. Sharing knowledge and experience with colleagues, facilitating research services staff professional growth, and leading monthly departmental calls. Promoting effective work practices, working as a team member, and showing respect for co‑workers. Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains. We'd love to hear from you if you: Possess expert legal and non‑legal research knowledge and skills, including experience with legal and transactional platforms such as Westlaw, Lexis, CapitalIQ, and Pitchbook. Demonstrate the ability to lead effective department training for attorneys, departmental colleagues, and other business services staff. Exhibit superior communication skills and the ability to work as a team player, manage time well, prioritize effectively, and handle multiple deadlines. And have: A bachelor's degree or equivalent, with a master's degree or J.D., preferably. A minimum of five (5) years of relevant professional experience, preferably. A minimum of seven (7) years of cumulative experience. Benefits & Additional Information Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in Latham's comprehensive benefit program which includes: Healthcare, life and disability insurance. A generous 401k plan. At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure. Well‑being programs (e.g., mental health services, mindfulness and resiliency, medical resources, well‑being events, and more). Professional development programs. Employee discounts. Affinity groups, networks, and coalitions for lawyers and staff. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Pay Range USD $125,000.00 - USD $140,000.00 /Yr. #J-18808-Ljbffr

Every year, companies spend over a trillion dollars moving freight across the U.S. - but the system for matching trucks with jobs is still slow, manual, and fragmented. FleetWorks is fixing that. We're building voice agents that transform the chaotic freight booking process into a modern, intelligent marketplace. Our agents replace the endless phone calls, texts, and emails and match truckers who want to get paid with loads that need to be moved. We have a small, high-agency team working out of our office in SOMA. As the second member of the customer success team, you will be a true owner of your work, managing our most critical relationships and defining the customer success motion from the ground up. What you'll do Manage the full customer lifecycle, acting as the primary owner from pilot kickoff through implementation, adoption, and renewal. Program manage high-stakes pilots and implementations, ensuring timelines are met and customers realize immediate value from our platform. Work closely with Engineering to scope and deliver on individual customer integration requirements, acting as the technical voice of the customer. Build the CS foundation (0-to-1) by creating documentation, establishing operating procedures, and designing the engagement cadences we need to scale. Drive ongoing customer education, ensuring users understand the full power of our voice agents and platform features. Learn from others and teach those around you. What we look for Professional experience in b2b customer success, account management, sales engineering or implementation, in an entrepreneurial environment. A "builder" mindset: You are excited to be the second member of the team and want to work on 0-1 projects like building playbooks and defining processes. Technical aptitude: You are comfortable working hands on with complex requirements gathering and configurations and collaborating with engineers to make sure we deliver on our promise. A healthy appreciation for hard problems-we are transforming a massive, complex industry and we're just getting started. How we'll get to know each other 45 minute intro call, what you've worked on that you're proud of, your goals and motivations and to figure out how that might fit in with what we're working on at FleetWorks. 45-min interview with a team member you'll work with if you join, so that we can get to know how you think about customer success and collaboration. Case study or presentation to see how you approach customer challenges. Paid onsite work trial so that we can get to know how you work and you can get to know us. We'll talk with your references to help us understand how to best support your development at work-we might do this after you've signed your offer. Transparent offer process that clearly outlines how we came to the compensation package we're offering, including the current and potential value of your equity. What we offer Top tier cash and equity compensation-we aim to be above 75th %ile for companies in San Francisco who have raised a similar amount of cash. Competitive medical, dental, and vision benefits. Fully covered lunches and dinners. The opportunity to learn quickly, grow fast, and be rewarded for your contributions. #J-18808-Ljbffr

Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About the Role: We are seeking a highly motivated and skilled Senior Customer Success Manager with a strong background in customer engagement and a deep technical understanding of cloud computing, AI, and ML. This role is pivotal in ensuring that our clients maximize the value of our solutions, guiding them through the technical complexities and empowering them with the tools and knowledge to achieve their business and sustainability goals. This is a full-time position. What You\'ll Be Working On Customer Relationship Management: Develop and maintain strong, long-lasting customer relationships, understanding their business needs and technical requirements. Customer Advocacy: Work on case studies to highlight customer successes. Technical Liaison: Act as the bridge between our clients and our technical team, ensuring clear communication and alignment of goals. Technical Guidance and Support: Provide technical guidance and support to customers in the implementation and optimization of our cloud-based AI and ML solutions including Kubernetes solutions. Performance Monitoring and Reporting: Conduct regular reviews and report on customer progress, ensuring the achievement of key performance indicators and return on investment. Customer Journey Coordination: Coordinate with the product and engineering teams to define customer journeys, challenges, and opportunities. Industry and Technical Awareness: Stay up-to-date with industry trends, technical advancements, and regulatory changes to provide strategic advice to clients. Customer Training: Deliver training sessions and workshops to customers on the use and benefits of our products and services. Issue Resolution: Address and resolve customer concerns, ensuring high levels of customer satisfaction and retention. What You\'ll Bring to the Team Educational Background: Bachelor's degree in Business, Engineering, or a related field. Advanced degree preferred. Professional Experience: Proven experience in customer success, technical account management, or a similar role in a technology-driven environment. Technical Proficiency: Strong technical foundation in cloud computing platforms, AI, and ML technologies, with the ability to communicate complex concepts in simple terms. Interpersonal Skills: Excellent interpersonal, communication, and presentation skills. Relationship Building: Demonstrated ability to build relationships at all levels within an organization. Adaptability: Comfortable working in a fast-paced environment with ambiguous and/or iterative fact-sets. Benefits Industry competitive pay Restricted Stock Units in a fast growing, well-funded technology company Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Employer contributions to HSA accounts Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc 401(k) with a 100% match up to 4% of salary Generous paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $144,000 -$165,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation. #J-18808-Ljbffr

Head of Customer ExperienceAbout Us We are a rapidly growing technology company seeking an experienced and dynamic Head of Customer Experience to join our leadership team. As we continue to expand our product offerings and market presence, we need a strategic thinker who can drive our GTM initiatives to new heights. Position Overview The Head of Customer Experience will be responsible for developing and executing comprehensive go-to-market strategies that align with our company's vision and goals. This role requires a deep understanding of Customer Success Management, Sales Enablement, and Product Growth. The ideal candidate will have a proven track record of successfully launching products, scaling revenue, and building high-performing teams. Key Responsibilities GTM Strategy Development and Execution: Develop and implement comprehensive GTM strategies for new and existing products Collaborate with Product, Marketing, and Sales teams to ensure alignment on GTM initiatives Identify target markets, customer segments, and growth opportunities Create and manage GTM budgets and forecasts Customer Success Management: Develop and oversee customer success programs to drive retention and expansion Implement best practices for onboarding, adoption, and ongoing customer engagement Analyze customer data to identify trends, opportunities, and areas for improvement Establish and track key performance indicators (KPIs) for customer success Sales Enablement: Develop and implement sales enablement strategies to improve sales team effectiveness Create and maintain sales collateral, playbooks, and training materials Collaborate with Sales and Marketing teams to align messaging and positioning Implement and optimize sales processes and methodologies Product Growth: Work closely with Product Management to identify growth opportunities and prioritize features Develop and execute product-led growth strategies Analyze product usage data to inform growth initiatives Collaborate with Marketing to develop and execute product marketing campaigns Team Leadership and Development: Build and lead high-performing GTM, Customer Success, and Sales Enablement teams Mentor and develop team members to drive career growth and organizational success Foster a culture of collaboration, innovation, and continuous improvement Cross-functional Collaboration: Work closely with C-level executives to align GTM strategies with overall business objectives Collaborate with Product, Engineering, Marketing, #J-18808-Ljbffr

Casap is a Series A startup that has raised over $30M from Emergence, Lightspeed, and Primary Ventures. Based in San Francisco, the company was founded by product leaders from Robinhood and Chime. We are on a mission to change the way banks operate by automating disputes and fighting friendly fraud. People love what we've built, from everyday users to the biggest names in finance. Casap is seeking a Head of Customer Success to lead the full post-onboarding customer journey and build a world-class Customer Success function from the ground up. You'll own the strategy and execution across customer success, support, renewals, and account growth-driving outcomes that maximize customer satisfaction and retention. You'll collaborate closely with Sales, Product, Engineering, and Implementation to ensure our customers extract maximum value from Casap. Responsibilities Own the Customer Journey: Lead the entire post-implementation lifecycle for our customers-from initial handoff through renewals and upsells-ensuring a seamless and high-impact experience at every step. Build & Scale the CS Org: Hire, manage, and mentor a growing team across customer success and support. Implement scalable structures, playbooks, and KPIs to support Casap's rapid growth. Drive Strategic Outcomes: Build deep relationships with customers, understand their evolving needs, and proactively drive product adoption, account expansion, and long-term loyalty. Collaborate Cross-Functionally: Partner closely with Product, Engineering, and Sales to surface customer insights, influence roadmap priorities, and continuously improve the customer experience. Elevate Support Operations: Develop a high-performing support function with clear SLAs, fast resolution times, and a white-glove experience for our financial institution clients. Build Systems & Processes: Define success metrics, reporting cadences, and operational workflows that help scale the team while maintaining quality and responsiveness. Act as a Trusted Advisor: Represent Casap with executive presence in customer conversations, earning the trust of key stakeholders across banks, credit unions, and fintechs. Qualifications 8+ years of experience in B2B SaaS Customer Success, with a strong track record in high-touch, strategic accounts-ideally mid-market and enterprise customers. Proven ability to build and scale post-sales functions, including hiring, org design, and process development. Analytical and metrics-driven, with experience managing to net retention, CSAT, and support SLAs. Deep understanding of customer success best practices and playbooks for early-stage SaaS companies. Background in fintech or working with financial institutions; experience with the office of the CFO is a strong plus. Familiarity with ERPs (e.g., QuickBooks, NetSuite) and/or financial systems integration workflows. Excellent communication and stakeholder management skills; comfortable engaging both technical and executive-level contacts. Hands-on, scrappy, and excited to build in a fast-paced startup environment! #J-18808-Ljbffr

Senior Customer Success Manager Type: Full-Time Experience: 6-8 Years in SaaS Client Success Want to (actually) change the world? Hi, we're Alex and Bradford, co-founders of Coworker. We started this company with a simple but important goal: to make work matter. Today, that vision is turning into reality. Coworker is a hypergrowth AI startup, backed by top-tier VCs and we're building something truly transformative: AI for complex work. Unlike anything else in the market, Coworker is the world's first enterprise AI agent that can do complex work. Powered by our breakthrough OM1 (Organizational Memory) technology, Coworker creates a 'brain' for companies: an AI system with deep contextual memory that understands what's happening across a business and then completes multi-step work across 25+ enterprise applications. It's not just another productivity tool. It's a fundamental shift in how work gets done and where people spend their valuable time. We've secured $13M in seed funding from top-tier VCs and we've already landed household-name enterprise customers and achieved rapid YoY ARR growth with clear product-market fit. Now, we're building out our team to continue our aggressive penetration into mid-market and enterprise companies. Coworker isn't just a better way to work-it's the future of work. And we're only just getting started. Why Coworker? The work that will define your career: this is literally an opportunity to change how the world works. We're going to totally transform how 1 billion people spend their time. Ownership above all else: every single person at Coworker brings an extreme level of ownership in everything they do. This is intensely motivating and will buoy you in everything you do. Exceptional team: you'll work alongside some of the best. We've been on the growth journey at Uber and other high calibre startups. Strong early traction in an explosive category: we're growing fast in an extremely fast growing category. Technical moat: OM1 allows us to do things that no-one else can do. It's an incredibly strong foundation to build a world-changing business. Job Summary You are a highly driven Senior Customer Success Manager who will own the post-sale relationship with our mid-market customers ($50k-$100k+ ACV). You'll be responsible for customer onboarding, product adoption, retention, and growth. This role is perfect for a strategic CSM with 6-8 years of experience looking to advance their career in enterprise customer success while developing relationship management, strategic advisory and revenue growth. Key Responsibilities Customer Onboarding: Drive implementation success through structured onboarding programs, ensuring 30-day time-to-value Portfolio Management: Own 50-75 customer accounts, maintaining 95%+ retention rate and 110%+ net revenue retention Strategic Advisory: Conduct quarterly business reviews, create success plans, and provide data-driven recommendations Growth Initiatives: Identify expansion opportunities, collaborate with Sales on upsells and drive product adoption Success Operations: Monitor customer health scores, usage metrics, and engagement data to proactively address risks Requirements Experience: 6-8 years in SaaS Customer Success roles with proven track record of retention and growth Operational Mindset: Self-starter with ability to identify, own and execute on opportunities while managing competing priorities. Strong bias for action and comfort with ambiguity in a fast-paced environment Technical Skills: Strong platform expertise, ability to understand technical requirements and translate business needs Communication: Excellence in stakeholder management, presentation skills and written communication Analytics: Data-driven approach to customer success, proficiency in success metrics and reporting Tools: Expertise in Customer Success and CRM systems (Hubspot, Salesforce) and collaboration/project management tools Preferred Qualifications Experience managing mid-market or enterprise SaaS relationships Background in consulting or strategic advisory roles Experience with AI/ML platforms and use cases Compensation & Benefits Salary + Equity + Benefits Base Salary: $140k-160k Equity: Generous equity in early stage company Benefits: Health/dental/vision insurance, 401(k), unlimited PTO Career Development Mentorship: Partnered with Leadership for portfolio strategy and skill development Promotion Path: Clear advancement to Enterprise CSM or Team Lead within 18-24 months Cross-functional exposure: Opportunities to work with Product, Sales and Marketing teams Drop us a line! We encourage you to drop us a line even if you feel over- or under-qualified. We want to find the best people to help us build Coworker no matter who they are. We have a lot of different areas of responsibility and we are always happy to brainstorm with you about what would be the best fit. Coworker.ai is an equal opportunity employer. We believe everyone should feel great about being their authentic selves at Coworker-this is the only way to do our best work! We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We believe that great employees come from diverse backgrounds. #J-18808-Ljbffr

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose‑built procurement platform that provides a simple, consumer‑grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world‑class team coming from category‑defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting‑edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Senior Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you'll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world‑class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. You Will Help our largest customers drive procurement success on the Zip platform. Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis. Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip's platform and procurement best practices. Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams. Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty. Manage customer health and hedge account risks based on data‑driven adoption metrics. Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations. Train and empower customers to be product specialists to become increasingly self‑sufficient for their organization. Partner with the renewals team to achieve target GRR. Continuously improve Customer Success assets and processes. We're an early‑stage company, we want people who are excited to build and motivated to up‑level the status quo! Qualifications 8+ years of relevant work experience working in customer‑facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high‑paced environment is a benefit. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools. Excellent interpersonal skills and ability to establish quick rapport and trust with customers. Strong project management skills to manage a dynamic customer portfolio. Creative problem solver while being attentive to details. Business process‑oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.). Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality). Nice to Haves Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles. Experience with SaaS workflow management tools (low code / no code configuration). Experience working in a top tier consulting firm or have an MBA. The salary range for this role is $130,000- $160,000 OTE. The salary for this position is determined based on a variety of job‑related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits 📈 Start‑up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zippers and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

About Us: We are the leader in human-centric cybersecurity. Half a million customers, including 87 of the Fortune 100, rely on Proofpoint to protect their organizations. We're driven by a mission to stay ahead of bad actors and safeguard the digital world. Join us in our pursuit to defend data and protect people. How We Work: At Proofpoint, you'll be part of a global team that breaks barriers to redefine cybersecurity, guided by our BRAVE core values: Bold in how we dream and innovate, Responsive to feedback, challenges, and opportunities, Accountable for results and best-in-class outcomes, Visionary in future-focused problem-solving, Exceptional in execution and impact. The Role Proofpoint is looking for a self-starting, responsible, action-oriented, and self-motivated individual to join our growing field services team. The mission of the Senior Customer Success Manager is to ensure that our customers realize the full value of the products and services they have purchased from Proofpoint, ultimately maximizing renewals and add‑on transactions. This is a post‑sales, customer‑centric role in a fast‑paced environment that demands interaction with enterprises at senior levels, as well as with technical staff within the traditional IT and Security organization. Successful candidates will have outstanding communication skills with a proven track record of successfully interacting with customers regarding business and technical interests alike; a strong technical background, especially related to cybersecurity; extensive experience driving concurrent projects and issues to completion with little or no direction, and above all a passion for ensuring a world class customer experience. Your day-to-day Guide customers through each phase of their Proofpoint journey, serving as a trusted advisor through specific activities aimed at providing realized value from their partnership with us. Create and maintain Customer Success Plans (CSP) for each of your customers that align with their strategic goals and leverages language meaningful to them. Secure approval from your customers' decision makers on the CSP's content and timeline. Meet regularly with customers for health checks to review product adoption and provide them with specific, actionable guidance on how they can get more value from what they already own. Be a relentless advocate for customers to help ensure that Proofpoint deployments are successful. Consistently gather feedback to identify trends and act as the voice of the customer, providing that structured feedback to product management. Identify at‑risk customers that are not achieving their desired outcome and, as needed, lead cross‑functional efforts to get those customers back on track. Engage appropriate team members from cross‑functional groups such as Sales, Marketing, Engineering, Support, and Professional Services to help address underlying causes of churn and dissatisfaction. Learn and document your customers' environment to ensure their success with the current tech stack and identify opportunities for new solutions to address their pain points or help them exploit new markets. What you bring to the team 4‑year college degree in a business area, technical area or equivalent. 5 to 10+ years of industry leadership experience in a customer success, sales engineer, senior support engineer, or other customer‑facing role with exposure to multiple technology areas. Demonstrate a thorough knowledge of customer success principles and the rationale for the related behavior. Current knowledge of Proofpoint products or similar and proven curiosity to learn configure flagship products in best practice. Must be able to articulate customer business requirements and serve as the customer voice internally, even anticipating customer needs based on common scenarios experienced. Demonstrate a high level of engagement with customers and colleagues, managing interactions in a professional manner with a focus on achieving mutual positive results. Proven ability to influence colleagues and customers to act in high‑impact situations. Extensive knowledge of data communication concepts and technologies, specifically email, networking, and enterprise security. Current knowledge of cybersecurity solutions and productivity suites. Proven ability to effectively lead in a team environment as well as independently pioneer new processes for your team. Ability to identify company needs for customer initiatives and lead those initiatives across internal teams, as appropriate. Excellent communication skills, phone manner, and meeting presence with all levels of customer leadership. Evidence of pristine documentation, executive communications, white papers, etc. Strong project and/or program management skills and high attention to detail, with a solid understanding of project management methodologies. Ability to think innovatively, strategically and deliver tactically. Evidence of strategic and tactical success like contributing to successful projects and demonstrating scale of new initiatives. Ability to work independently, adapt quickly, and maintain a positive attitude. Travel: Moderate travel (25%+). Why Proofpoint? At Proofpoint, we believe that an exceptional career experience includes a comprehensive compensation and benefits package. Here are just a few reasons you'll love working with us: Competitive compensation Comprehensive benefits Learning & Development: We are committed to the growth and development of our team members, offering a range of programs including leadership and professional development workshops, stretch project assignments, and mentoring opportunities to help employees reach their full potential. Flexible work environment: [Remote options, hybrid schedules, flexible hours, etc.]. Annual wellness and community outreach days Always on recognition for your contributions Global collaboration and networking opportunities Our Culture Our culture is rooted in values that inspire belonging, empower purpose and drive success-every day, for everyone. We encourage applications from individuals of all backgrounds, experiences, and perspectives. If you need accommodation during the application or interview process, please reach out to accessibility@proofpoint.com. Our BRAVE Values At Proofpoint, we are BRAVE in everything we do, and our values aren't just words-they shape how we work, collaborate, and grow. We seek people who are bold enough to challenge the status quo, responsive in the face of ever‑evolving threats, and accountable for delivering real impact. We value those with a visionary mindset who anticipate what's next and push cybersecurity forward, and we celebrate exceptional execution that ensures we continue to defend data and protect people. Proofpoint has been honored with six Best Places to Work Awards in 2024 by workplace culture leader Comparably, including Best Company Career Growth, Best Company Outlook, Best Global Culture, Best Engineering Teams, Best Sales Teams, and Best HR Teams. Proofpoint is an equal opportunity employer, we hire without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability. Find your network, your allies, and your biggest fans. We know that work is simply better when you're surrounded by people who inspire you-who share ideas, cheer you on, and genuinely want to see you succeed. That's why we offer social circles, sponsored networks, and connection points across teams and time zones-to help you find your people, build your community, and thrive together. This isn't just a job-it's a mission to protect people and defend data in a world that never slows down. We're building the future of human‑centric cybersecurity, and that future belongs to all of us. We take ownership, move fast, and hold ourselves accountable-because that's what it takes to stay ahead. And we do it together, winning as one. Be empowered to reach your full potential through meaningful challenges and personalized support-designed around you and your goals. Whether you're growing as a leader or leveling up from great to exceptional as an individual contributor, we're here to help you get there. Proofpoint is an equal opportunity employer, we hire without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability. #J-18808-Ljbffr

A leading AI customer service company in San Francisco is seeking a Senior Customer Success Manager (Portuguese Speaker). This role involves developing relationships with key clients, facilitating project requirements, and guiding AI-driven transformation. Ideal candidates will have 4-7 years of experience in customer-facing roles, strong technical acumen, and excellent communication skills. This position offers a competitive salary and comprehensive benefits within a hybrid working environment. #J-18808-Ljbffr

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose‑built procurement platform that provides a simple, consumer‑grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world‑class team coming from category‑defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting‑edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Senior Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you'll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world‑class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. You Will Help our largest customers drive procurement success on the Zip platform. Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis. Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip's platform and procurement best practices. Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams. Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty. Manage customer health and hedge account risks based on data‑driven adoption metrics. Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations. Train and empower customers to be product specialists to become increasingly self‑sufficient for their organization. Partner with the renewals team to achieve target GRR. Continuously improve Customer Success assets and processes. We're an early‑stage company, we want people who are excited to build and motivated to up‑level the status quo! Qualifications 8+ years of relevant work experience working in customer‑facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high‑paced environment is a benefit. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools. Excellent interpersonal skills and ability to establish quick rapport and trust with customers. Strong project management skills to manage a dynamic customer portfolio. Creative problem solver while being attentive to details. Business process‑oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.). Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality). Nice to Haves Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles. Experience with SaaS workflow management tools (low code / no code configuration). Experience working in a top tier consulting firm or have an MBA. The salary range for this role is $130,000- $160,000 OTE. The salary for this position is determined based on a variety of job‑related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits 📈 Start‑up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zippers and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

Customer Solutions Engineer / Customer success - San Francisco (Onsite) $110K - $165K + Equity | Full-Time | Visa Sponsorship Available I'm partnering with one of the fastest-growing SaaS companies in the Construction Tech space to hire a high-impact Customer Solutions Engineer. They're profitable, scaling rapidly, backed by top-tier investors, and building mission-critical data infrastructure for one of the world's largest industries. The team is small, elite, and growing quickly and this hire is directly tied to revenue growth. This is not a “corporate CSM” role. It is a hybrid between: Customer Success Implementation Solutions Engineering Sales Engineering Product feedback loop You'll work directly with customers 1:1, own onboarding end-to-end, help run demos, configure the product to fit complex workflows, manage multiple projects simultaneously, and help shape how this function scales over the next 12-24 months. You'll be working closely with founders, product, engineering, and senior stakeholders at customer organizations. Expect real responsibility, fast learning, and meaningful ownership. What you'll do • Lead discovery conversations and product demos • Own onboarding from start to finish, becoming the primary customer contact • Configure the platform to fit customer use cases • Train users and ensure adoption • Troubleshoot issues with structured, methodical problem-solving • Manage multiple customer implementations in parallel • Feed product insights back into engineering • Help build repeatable processes that scale We're looking for • 1-6 years in a customer-facing role (CS, Solutions, Implementation, Pre-Sales, Consulting) • Experience in SaaS or a top consulting / professional services environment • Strong structured problem-solving mindset • Excellent communication • Detail-oriented and highly organized • Eager to learn a complex product and operate in a fast-moving environment Nice to have • Experience with SaaS implementations • Exposure to APIs, SQL, or data workflows • Construction or accounting familiarity 📍 This role is in-person in San Francisco (Great relocation support available) 🌎 Visa sponsorship available If this sounds interesting, share your resume.

Locations: New York City, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean. At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax Senior - Financial Services Office - Customer Tax Operations and Reporting Services (CTORS) EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! The opportunity Our Business Tax Advisory practice gives you the opportunity to focus on US Tax - Information Reporting & Withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission‑critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes, and systems. The IRW team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non‑resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), FATCA, and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as Common Reporting Standards (CRS). As you progress within EY and our IRW tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm's most senior tax talent. Your key responsibilities You will interface daily with superiors, peers and subordinates and clients on large and small IRW projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analysis and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients' policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients also. Skills and attributes for success Ability to read and interpret IRS Code, regulations and instructionsli> Strong writing skills for policy and procedure writing is a must Ability to interface with all facets of our business Ability to multitask and project management capability Creative problem solving, strong critical thinking To qualify for the role, you must have at a minimum A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred A minimum of 2 years of relevant tax consulting or tax operational experience Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations Ideally, you'll also have Active participation in industry groups such as SIFMA, ABA, IIB The ability to understand and implement tax rules A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters What we look for We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment. Ultimately, if you are ready to progress in your career, take ownership of your development and make a measurable difference in both your career and your community, this role is for you. What we offer you At EY, we'll develop you with future‑focused skills and equip you with world‑class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $96,200 to $158,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $115,300 to $180,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on‑going basis. For those living in California, please click here for additional information. EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** . #J-18808-Ljbffr

Sr. Customer Success Manager - SMB/Mid Market HoneyBook is the leading AI‑powered business management platform for service‑based business owners. Designed to enhance-not replace-independent professionals, HoneyBook's AI‑powered tools help businesses attract leads, connect with clients, book projects, and manage payments more efficiently. With AI seamlessly integrated into every workflow, entrepreneurs can focus on their craft while scaling their businesses with confidence. Since its founding in 2013, HoneyBook has powered over 25 million client relationships and processed more than $12 billion in transactions, helping independent businesses grow faster and smarter. Our culture is built on five core values that inform everything we do. We encourage collaboration, feedback, ownership, and have a growth mindset. We know experience comes in many forms, some visible on your resume, others not. No one candidate will be a 100% perfect match to our description, so if you thrive in a fast‑paced, intellectually‑charged environment and have similar experience to what we are looking for, we encourage you to apply. About the role We're looking for a Sr. Customer Success Manager - SMB/Mid‑Market to design and run proactive customer success programs that measurably accelerate time‑to‑value, improve adoption, and drive net revenue expansion across a focused book of strategic SMB/MM customers. As a senior builder‑IC, you'll own outcomes end‑to‑end: from onboarding and value realization to QBRs, renewals, and upsells while establishing the playbooks, instrumentation, and operating rhythm that can scale. You'll partner closely with Product, Growth, and Member Care to turn insights into repeatable motions and proof points for future team expansion. If you love turning customer outcomes into revenue outcomes, this role is for you. This role is hybrid to our San Francisco office, 3 days per week and requires occasional travel to Tel Aviv/NY ~2×/year for planning and collaboration. Here are some things you'll do Own a strategic SMB/MM book of business - driving customer success through adoption, renewals, and growth with strong retention and expansion results. Deliver a standout onboarding experience that helps customers activate quickly and see value early. Design and run proactive engagement programs (like onboarding tune‑ups, adoption campaigns, and renewal prep) in partnership with our Digital Programs Lead: testing, iterating, and measuring what works. Build a smart, efficient CS system powered by data and AI to forecast retention, create/maintain QBR templates, track health, and guide customer conversations; maintain clear dashboards and follow through on key milestones. Grow your expansion pipeline and maintain disciplined forecasting and communication around opportunities and risks. Champion customer advocacy by collaborating with our community team to turn success stories into references, reviews, and case studies. Share insights that shape our product and growth strategy highlighting churn risks, feature gaps, and opportunities for improvement. Document playbooks and best practices to scale what works and help pave the way for future CSMs. Here's what we're looking for in a candidate Must‑haves Ownership & Initiative: You take pride in building and improving - designing programs, setting clear goals, and delivering results with minimal direction while collaborating openly across teams. Commercial Mindset: You're confident managing renewals and expansions in an SMB/MM environment, balancing business outcomes with genuine customer advocacy. Customer Growth Focus: You know how to turn insights into action: driving feature adoption, accelerating time‑to‑value, and helping customers realize measurable success. AI Confidence: You use AI tools thoughtfully to scale research, personalize communication, and streamline prep - always grounded in accuracy, privacy, and human connection. Nice‑to‑haves Analytical Clarity: You focus on what matters most, use data to guide priorities, and communicate trade‑offs clearly. Storytelling: You turn insights into simple, compelling stories that help teammates and leaders align quickly. Forecasting: You maintain clean, consistent renewal and expansion forecasts, identify risks early, and collaborate to solve them. Here is what is needed 6 years of experience in Customer Success or Account Management, including work with SMB and Mid‑Market customers. You've managed a broad portfolio (around 100+ accounts) and understand how to balance scale with personal connection. Direct experience owning renewals and expansions with measurable impact on NRR. You know how to identify opportunities, tell a strong value story, and close with confidence. Design and refine customer programs: like onboarding tune‑ups, adoption campaigns, or renewal prep - that deliver clear results and repeatable wins. Set up lightweight forecasting systems, maintaining pipeline visibility, and tracking performance with accuracy and accountability. Comfortable using CRM and CS platforms (Salesforce, HubSpot, Gainsight, ChurnZero, or similar) and experimenting with AI‑assisted tools to improve insights and efficiency. Startup/scale experience whether building a motion from 0→1 or helping scale from 1→10, and you bring structure, curiosity, and resilience to every phase of growth. The good stuff Mission‑driven: You'll be joining more than just another startup. Our members' success is at the heart of everything we do. Impact: We move quickly and encourage every employee to push the envelope. Our best ideas come from out‑of‑the‑box thinking and innovation; be ready to fail fast and often! Compensation: We offer a competitive salary and meaningful equity grants. Base pay is $120k‑$145k, depending on experience and skills. Benefits & perks: From wellness programs to exceptional family leave policies, the health and happiness of our employees are foremost. Our core values People come first: We prioritize people as we explore opportunities and work through challenges. Raise the bar: We push for greatness-for ourselves, each other, and our members. Own it: Trust and ownership let us make decisions with confidence. We love what we do: We bring passion to our work and love what we create for our members. Keep it real: Authenticity, respect, and transparency are at our core. HoneyBook is an equal‑opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sex, gender identity, sexual orientation, disability, veteran status, or any other protected characteristic. We honor all candidates and are committed to a fair recruitment process. #J-18808-Ljbffr

Job title: Field Service Manager Reports to: Senior Field Service Manager Compensation: $130,000-$140,000 Base plus variable compensation The Field Service Manager's core responsibility is to the HAC customer experience as well as training and developing the organization's field service technicians. The role includes managing a team of service technicians, guidance and support for the HAC technician advancement program, technician follow up calls, in person training on all systems, customer in person visits and assists on the direct contact for maintaining the customer relationships. This position works in cooperation with the Service Operations Manager in implementing and managing the HAC's service procedures. The candidate should exhibit dynamic leadership and communication skills with an emphasis on team building and customer engagement. Duties and responsibilities: High Level Business Objectives: Work with Service Operations Manager to develop a market strategy aimed toward account retention and services growth in the region. Coordinate with General Manager on select activities/initiatives to improve the customer experience and improve store profitability. Develop a team of highly knowledgeable and motivated Service Technicians and assist in them achieving their personal and professional goals. Provide training and billable service work as required Services Leadership: Work with Service Operations Manager to facilitate a plan to always provide reliable 24-hour emergency service support for our customer base. Identify potential service technician candidates and work with HR to bring them to the company to enhance the team and meet the objectives of the company. Assess performance of service technicians. Ensure that all service technicians are trained and receive certifications in all relevant aspects of industrial equipment repair and maintenance commensurate with their tenure with the company. Ensure all service personnel have a working knowledge of all computer programs supplied them by the company to fulfill the responsibilities assigned to them. Maintain technician staffing at appropriate levels for business requirements. Ensure warranty work is completed in accordance with manufacturer flat rate guidelines while assisting the warranty coordinator in providing required documentation for efficient claims processing. Responsible for professionalism of service technicians, cleanliness of trucks, providing and maintaining the fleet of specialized tools, and maintaining a relationship with our uniform supplier in cooperation with the Director of Operations in keeping with the Hitachi/Sullair brand. Compliance/Miscellaneous: Work with EHS Manager to ensure compliance of EH&S policies in accordance with organizational and local requirements. Maintain a clean, safe, working environment. Attend training with the Sullair factory to stay current on product offerings and technologies. Travel as required to drive business activity and attend training. 80% Field / 20% Office Demonstrate flexibility/teamwork as additional items will be required to help grow the business. May involve multi-branch location responsibilities Education: Associate degree preferred but not required. Technical Training/Certifications in the compressed air industry is a plus. High School Diploma Required Position Requirements: Five plus years field service experience in the compressed air industry. Proven leadership experience with strong written and verbal communication. Strong understanding of Microsoft office suite. Experience with ERP systems a plus. Direct reports: Service Technicians The successful candidate is responsible for complying with Hitachi's Code of Ethics and related policies. In performing the job, the incumbent shall take all steps necessary to comply with our safety rules and requirements and must actively support the organization's efforts to meet and exceed its goals of creating and maintaining a safe workplace. This description is to serve as a guide. It is intended to be flexible and will continue to evolve over time with business needs and demands and may be updated periodically and at the Company's discretion. Hitachi Global Air Power US, LLC is an equal opportunity employer and will not discriminate based on race, religion, color, age, gender, sexual orientation, national origin, genetic information, veteran status, physical or mental disability, or other protected categories under applicable law, whether in recruitment, employment, promotion, transfer, compensation, or other conditions of employment.

A national automotive service brand is looking for a high-energy Service Advisor to enhance customer satisfaction and drive sales. This role involves greeting customers, building trust through knowledgeable recommendations, and maintaining communication between customers and technicians. Ideal candidates are natural communicators with a competitive spirit. Join a team that values effort and offers top-tier training and career development opportunities. Apply now to take your career to new heights. #J-18808-Ljbffr

Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that's the Power in the Plus! Withum is currently looking for an exceptional professional to build out and Lead a Financial Services Practice within the San Francisco area. This individual will serve as a strategic and tactical leader, contributing to the local and national go-to-market strategy of the group. This professional will be directly responsible for developing the local team, executing on strategy, representing the Firm's brand in local markets, overseeing quality of practice and integrating the local team into the national group. This includes collaborating with local office, region, industry and national leadership for successful SF market penetration ensuring the SF Financial Services ecosystem is aware of the full suite of services our firm has to offer. This will be a high-profile leadership level role within the Firm. This individual will coordinate with numerous firm resources to develop and execute their geographic/market specific contribution to the national growth strategy. This is a leadership role first and a technical discipline role second. We seek a thoughtful professional that is driven, has high EQ, as well as IQ, and knows the appropriate services to offer our clients and prospects in the CP market regardless of what stage in their life cycle they are in. How You'll Spend Your Time: Achieving associated growth goals in revenue, team head count and key ecosystem relationships Being a focal point for collaboration, coordination and communication with your team and the national practice Identifying and leading a coordinated, cross functional team to pursue FS growth opportunities within the San Francisco marketplace Overseeing and evaluating all key organizational sponsorships and affiliations Actively participating in strategy sessions, marketing calls and events with the National technology team Working with industry, service line engagement teams to ensure appropriate resources and deliverables are provided to our FS clients Ensuring you are ever aware of our clients' position, personnel, activity, issues and challenges in order to provide support Providing thought leadership to the San Francisco FS market Actively participating in and contributing to the industry and service line leadership providing perspective and commentary on areas of opportunity and challenge presented to Withum in the FS marketplace The Kind of People We Want to Talk to Have Many of The Following: Bachelor's Degree in accounting or finance from an accredited institution, is required. An MBA is a plus CPA, JD, LLM, or MST required Minimum of 8+ years of professional services experience required Minimum 5 years industry knowledge within the DS sector required Partner / Senior Manager from a Top 50 CPA Firm is a plus Demonstrated strategic leadership. Defining market opportunities, creating a strategic plan, process and deployment capabilities Demonstrated process creation. Adept at developing and deploying best of breed business development and relationship management practices Outstanding multitasking skills and organization Strong verbal, writing and presentation skills a must. Strong leadership skills. Demonstrate ability to set strategy and lead a team of professionals in a variety of capacities and different position responsibilities Project management. Must demonstrate ability to manage time, multi-task, and meet deadlines for themselves and their firm team members Tangible and demonstrated experience in formal sales process deployment, use and training Ability to adhere to an environment of accountability and responsibility - no excuses Ability to constructively monitor, formally (CRM) and informally (personal interaction) personal and client account performance Creative problem solving & conflict resolution Attentiveness to detail Outgoing personality and self-starter Outstanding relationship management skills and personal networking skills are essential Who You Will Report to and the Compensation: Reports directly to the National Financial Services Leader Reports indirectly to the SFO Partner - in - Charge The compensation for this position ranges from $170,000 - $250,000 for our San Francisco office. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at careers/. #Hybrid #LI-MM1 WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $27.00 - $32.69 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.