Customer service manager jobs in San Ramon, CA - 3,237 jobs
All
Customer Service Manager
Customer Success Manager
Service Lead
Workforce Manager
Service Manager
Customer Service Leader
Senior Customer Service Coordinator
Workforce Management Manager $90,000-$110,000
Six Flags Discovery Kingdom 4.1
Customer service manager job in Vallejo, CA
Identify labor needs for the park and ensure the efficient utilization of the workforce to maximize the guest experience while driving profitability.
Responsibilities:
This position will create value for the company by forecasting and identifying staffing needs alongside working with the recruiting team.
Qualifications:
Outstanding leadership, team motivator to drive results, and a leader of change.
Advanced MS Office skills, including building and creating Excel Spreadsheets and writing formulas.
Comfortable presenting in a group setting.
Provide guest service according to Six Flags Entertainment Corporation standards when serving the guest or working with subordinates, including initiating guest interactions, answering questions and giving directions.
Maintain cleanliness and safety in assigned work area and performs all duties in compliance with Six Flags Entertainment Corporation guidelines and requirements and reports all unsafe or unusual conditions to supervision.
Meets scheduling availability requirements, including nights, weekends, and holiday periods to meet business needs.
Outstanding leadership, team building and motivational skills.
Excellent Communication skills, able to communicate using different avenues.
Ability to work in a fast-paced environment and adapt to change on a moment's notice.
Recognizing quality employees and develop future leadership.
$22k-32k yearly est. Auto-Apply 5d ago
Looking for a job?
Let Zippia find it for you.
Senior Cloud AI Customer Success Manager
Crusoe 4.1
Customer service manager job in San Francisco, CA
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
$106k-163k yearly est. 2d ago
Head of Customer Success, North America Sunnyvale, CA , USA
Egain Corporation 4.3
Customer service manager job in Sunnyvale, CA
eGain is the leader in AI knowledge management platforms for enterprises, powering generative AI transformation at some of the world's most complex organizations-from JPMorgan Chase and the Internal Revenue Service to Veterans Affairs, Liberty Mutual, and Florida Blue. We provide the trusted, governed knowledge infrastructure that enables our customers to deliver AI ROI at scale, centered on customer operations and customer engagement. When enterprises need their AI investments to drive real business outcomes in how they serve and engage customers, they turn to eGain.
The Opportunity
We're at an inflection point. Our platform is proven, our customers see tremendous value in their customer operations, and we're sitting on 2/3 of our business and our highest growth potential right here in North America. But we have a strategic challenge to solve: while we're deeply successful within our operational sandboxes, we're not yet driving the broader AI transformation conversation at the C-suite level.
We need a Head of Customer Success for North America who can change that trajectory-someone who can elevate our relationships from successful implementations to strategic partnerships that shape our customers' entire AI agenda, particularly around customer engagement and operations where AI ROI is most tangible and measurable.
The Role
As Head of Customer Success for North America, you will own the strategic expansion and deepening of our most important customer relationships. This isn't traditional customer success focused on adoption metrics and renewals. This is about becoming a trusted advisor to CXOs, connecting our knowledge infrastructure capabilities to their customer engagement transformation imperatives, and positioning eGain as essential to how they think about scaling AI to deliver measurable ROI across their customer operations.
You'll work with customers operating in highly regulated, high-complexity environments where getting AI right in customer-facing scenarios isn't optional-it's existential. Your ability to speak their language, understand their constraints around customer data and compliance, and articulate how trusted, governed knowledge infrastructure enables (rather than constrains) their ability to deliver AI ROI at scale will be critical.
What You'll DoStrategic Relationship Building
Systematically elevate our customer relationships from operational sponsors to C-suite stakeholders (Chief Customer Officer, Chief Experience Officer, CIO, CDO, CTO, Chief AI Officer)
Create and execute account expansion strategies that position eGain at the center of customers' customer engagement and AI transformation roadmaps
Build executive alignment around the criticality of trusted knowledge infrastructure for delivering AI ROI at scale in customer operations
Customer Success Leadership
Own North American customer outcomes, expansion, and retention across our enterprise portfolio
Build and scale a customer success organization capable of supporting complex, regulated enterprises
Define success metrics that balance operational excellence with strategic relationship depth and demonstrated AI ROI
AI ROI and Customer Engagement Advisory
Engage CXOs in substantive conversations about how to achieve measurable AI ROI in customer operations and engagement
Translate technical concepts around knowledge infrastructure, governance, and compliance into business outcomes: reduced handle time, improved CSAT, increased automation rates, and customer lifetime value
Serve as a thought partner on how to operationalize AI at scale in customer-facing functions where trust, accuracy, and consistency directly impact customer experience and business results
Cross-Functional Collaboration
Partner closely with Sales to identify expansion opportunities and support enterprise deals
Work with Product to ensure customer insights shape our roadmap for customer engagement use cases
Collaborate with Marketing on customer advocacy, case studies, and thought leadership around AI ROI in customer operations
Develop deep expertise in how our target customers are approaching customer engagement transformation and measuring AI ROI
Understand the regulatory, compliance, and operational dynamics in customer operations across industries like financial services, government, healthcare, and insurance
Position eGain ahead of market shifts in customer engagement technology and AI deployment
Who You AreAI-Native Thinker with Customer Operations Expertise
You naturally think in terms of AI transformation in customer engagement and operations, not just software implementation
You understand why trusted knowledge infrastructure is the foundation for delivering AI ROI at scale in customer-facing scenarios-and can articulate this to any audience
You're curious about where generative AI is heading in customer engagement and how governance, compliance, and trust will shape enterprise adoption in customer operations
Executive Presence
You can walk into a room with a Chief Customer Officer, Chief Experience Officer, or Chief AI Officer and immediately add value to the conversation about customer engagement strategy
You have the gravitas and communication skills to be taken seriously by senior leaders at Fortune 500 companies
You're comfortable translating between technical depth, customer operations metrics, and business impact
Strategic Yet Tactical
You see the big picture-where a customer relationship should be in 18 months and what AI ROI looks like at scale-but you're also willing to roll up your sleeves today
You can build an account strategy tied to customer engagement outcomes and then execute the details to make it happen
You balance long-term relationship building with near-term business outcomes and demonstrable ROI
Intellectually Curious and Hungry
You're energized by complex problems and sophisticated customers
You read, learn, and seek to understand how AI is reshaping customer engagement and operations
You're not satisfied with the status quo-you want to build something significant
Requirements
10+ years of experience in customer success, account management, or consulting roles serving enterprise customers, ideally with focus on customer operations, contact centers, or customer experience
Proven track record of building and managing C-suite relationships at large, complex organizations
Deep understanding of AI/ML, customer engagement technology, and the unique challenges of deploying AI in customer-facing operations within regulated industries
Experience in at least one of our core verticals: financial services, government, healthcare, or insurance
Demonstrated ability to think strategically about AI ROI while executing tactically
Exceptional communication and presentation skills with ability to discuss both technology and business outcomes
Must be located in or willing to relocate to the San Francisco Bay Area
This role is based in our Sunnyvale, CA headquarters and requires five days per week in-office presence
Position requires approximately 50% travel to customer sites across North America
Why This Role Matters
The future of customer engagement depends on AI that actually delivers ROI. Our customers are dealing with millions of customer interactions, regulatory requirements around customer data, and business-critical moments where poor AI performance directly impacts revenue and brand reputation. The companies that figure out how to scale AI responsibly and effectively in customer operations will win their markets. The ones that don't will fall behind.
You'll be at the center of that transformation, helping some of the world's most important organizations achieve measurable AI ROI in how they serve and engage their customers. If you're intellectually curious, strategically minded, and excited about shaping how enterprises think about AI infrastructure for customer operations, this is your opportunity.
Our Hiring Process is “Easy with eGain”Step 1
Aptitude section - this is a GRE style test (60 minutes or less)
Functional section - this is a take-home test
Step 2
Panel interview (in-person at eGain Sunnyvale office)
To Apply
Email your resumé to **************** with the position title “Head of Customer Success, NA” in the email subject and a brief note explaining why you're the right person to help eGain break through to the C-suite at our most important customers and drive the conversation around AI ROI at scale in customer engagement.
Compensation
Please note that the compensation package can vary based on the candidate's qualifications and experience level.
#J-18808-Ljbffr
$133k-185k yearly est. 4d ago
Senior Enterprise Customer Success Manager
Menlo Ventures
Customer service manager job in San Francisco, CA
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 managingcustomer 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 managecustomer 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
$210k-259k yearly 2d ago
Research Services Lead
Latham & Watkins LLP 4.9
Customer service manager job in San Francisco, CA
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
$125k-140k yearly 4d ago
Head of Customer Success
Method Financial
Customer service manager job in San Francisco, CA
Meet Method
We built Method to propel the next decade of consumer finance. Method's APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous.
We are built on the tenets of consumer permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 45+ million users connect 350+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans.
We have partnered with some of the world's largest fintech companies - including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences.
We're a team of 50+ people spread across offices in Austin, SF, New York City and Washington D.C! We're excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog!
The impact
As Method's Head of Customer Success, you'll architect and execute the post-sales engine that drives Method's growth. Reporting directly to the CEO, you'll build world-class customer relationships while establishing the systems, processes, and teams that transform our high-growth fintech product into a predictable, scalable revenue driver.
You'll own the entire customer lifecycle, from signed contracts through onboarding, steady-state operations, renewal, and expansion. This isn't just a relationship role; it's an operational leadership position where your success is measured by Time-to-Value (TTV), Net Revenue Retention (NRR), and the efficiency of the CS organization you build.
Your influence extends far beyond traditional customer success. You'll shape product development by translating customer insights into actionable roadmap priorities, inform go-to-market strategy, and bridge the gap between customer needs and engineering execution.
This is a rare opportunity to define customer success at a company poised for significant growth- building both the high-touch relationships and the scalable infrastructure that will carry us through our next phase of evolution!
What you'll do
Build the CS Operating System - Design and manage the day-to-day operating cadence. Establish clear reporting structures for team OKRs, health scores, and cross-functional KPIs that provide transparent visibility into our book of business.
Lead and scale the team - Build, mentor, and empower a high-performing customer success organization. Create the conditions for your team to thrive while moving from "manual heroics" toward repeatable, scalable workflows.
Accelerate Time-to-Value - Own and relentlessly optimize the onboarding and implementation lifecycle. Remove bottlenecks to ensure customers realize ROI as quickly as possible and experience seamless success from day one.
Become a trusted advisor - Develop deep expertise in customers' businesses, challenges, and objectives. Position Method as an essential strategic partner in their success.
Define and enforce service standards - Establish clear SLAs for support and implementation. Build internal accountability loops that ensure consistent delivery of high-quality service.
Champion customer insights - Serve as the voice of the customer internally. Quantify feedback and market signals, translating them into prioritized product and strategy recommendations that keep Method ahead of the curve.
Who you are
Seasoned leader with 10+ years in client-facing roles, including experience leading customer success strategies, managing fintech partnerships, working with API products, and building high-performing teams.
Data-obsessed and systems thinker. You use data to support volume and SLA performance. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy.
Commercially savvy - You understand CS as a profit center and are comfortable discussing NRR, churn cohorts, expansion pipelines, and the strategic priorities that fuel customer success.
Self-starter and owner - Proactive, decisive, and naturally inclined to take initiative. You can manage complex situations by quickly mobilizing resources across the company.
Proven track record in consulting, pre-sales, technical customer success, or similar roles demonstrating measurable operational and commercial impact.
Naturally curious about emerging technologies and fintech trends, staying ahead of industry evolution.
Exceptional collaborator who builds strong relationships across diverse teams and organizations.
Extra awesome
Experience in finance or fintech industries.
Track record in early-stage or startup environments.
Familiarity with Linear, Retool, and modern CS tech stacks.
--
The annual US base salary range for this role is: $200,000 - $250,000.
#J-18808-Ljbffr
$200k-250k yearly 3d ago
Senior Customer Success Manager
Fleetworks
Customer service manager job in San Francisco, CA
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
$107k-173k yearly est. 21h ago
Head of Customer Success
Kaizen Stackup
Customer service manager job in San Francisco, CA
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
$107k-173k yearly est. 3d ago
Head of Customer Success
Casap
Customer service manager job in San Francisco, CA
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
$107k-173k yearly est. 3d ago
Senior Customer Success Manager
Epoch Biodesign
Customer service manager job in San Francisco, CA
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
$107k-173k yearly est. 2d ago
Senior Customer Success Manager (CSM)
Coworker
Customer service manager job in San Francisco, CA
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
$140k-160k yearly 2d ago
Senior Customer Success Manager
Ziphq, Inc.
Customer service manager job in San Francisco, CA
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.
Managecustomer 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 managingcustomer 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
$130k-160k yearly 4d ago
Sr. Customer Success Manager
Proofpoint 4.7
Customer service manager job in San Francisco, CA
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
$125k-169k yearly est. 4d ago
Head of High-Touch Customer Success
Intercom 4.8
Customer service manager job in San Francisco, CA
A leading customerservice technology company is seeking a Manager for their High-Touch Customer Success team in San Francisco. You will hire and lead a team of Customer Success Managers, focusing on driving customer outcomes and fostering long-term relationships. With a minimum of 5 years of B2B experience, this role emphasizes continuous team development and cross-functional collaboration. The position offers flexibility with a hybrid work policy and competitive compensation, including benefits and potential equity.
#J-18808-Ljbffr
$106k-163k yearly est. 4d ago
Senior Customer Success Manager
Zip 4.7
Customer service manager job in San Francisco, CA
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.
Managecustomer 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 managingcustomer 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
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
$59k-83k yearly est. 4d ago
Sr. Customer Success Manager - SMB/Mid Market Member Experience San Francisco, CA
Honeybook Inc. 4.3
Customer service manager job in San Francisco, CA
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
$120k-145k yearly 2d ago
Field Service Manager
Hitachi Global Air Power 4.0
Customer service manager job in Livermore, CA
Job title:
Field ServiceManager
Reports to:
Senior Field ServiceManager
Compensation:
$130,000-$140,000 Base plus variable compensation
The Field ServiceManager'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.
$130k-140k yearly 4d ago
Automotive Service Leader - Drive Sales & Customer Excellence
Midas International, LLC 4.1
Customer service manager job in San Francisco, CA
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
$32k-37k yearly est. 1d ago
Senior Java & Spring Microservices Lead
Virtusa 4.3
Customer service manager job in Fremont, CA
A leading technology consulting firm is seeking a Lead Consultant in Fremont, California. The ideal candidate will have at least 2 years of experience in Java and fluency with the Spring Framework, particularly Spring-Boot. Responsibilities include ensuring effective design and development processes, implementing performance standards, and analyzing organizational data requirements. The position offers an opportunity to work in a dynamic environment, contributing to high availability applications and system architecture.
#J-18808-Ljbffr
How much does a customer service manager earn in San Ramon, CA?
The average customer service manager in San Ramon, CA earns between $44,000 and $149,000 annually. This compares to the national average customer service manager range of $35,000 to $105,000.
Average customer service manager salary in San Ramon, CA
$81,000
What are the biggest employers of Customer Service Managers in San Ramon, CA?
The biggest employers of Customer Service Managers in San Ramon, CA are: