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Customer success manager jobs in Aliso Viejo, CA

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  • Head of Customer Success

    XILO

    Customer success manager job in Carlsbad, CA

    Team: Customer Success & Implementation Reports to: CEO XILO is a fast-growing Vertical AI company transforming how insurance brokers, banks, and credit unions automate their operations. We provide a modern workflow automation platform that powers quoting, marketing, and sales for the insurance industry. Backed by Altos Ventures ($10B+ AUM) and other top-tier investors, XILO is entering a rapid scale phase post-Series A. Our mission is to set the standard for product and customer experience in the insurance industry. We live by our values: Fast, Accountability, Customer-Centric, Trust, and Standing Out (FACTS), and we're building a high-performing team that reflects them. About the Role We're looking for a Head of Customer Success to scale and mature our post-sales organization, spanning implementation, support, and account management. This leader's first and most critical mission will be to perfect our product delivery experience, ensuring implementations run with the precision, consistency, and polish of a Michelin star restaurant service. Once delivery excellence is achieved, they will evolve the organization's focus toward high-efficiency post-live operations and ultimately establish a commercial success motion that drives customer expansion and upsell. The ideal candidate has scaled a customer success function within a B2B vertical SaaS company serving mid-market clients ($20k-$60k ACVs, 50+ new accounts per month). They thrive in fast-paced environments, are data-driven, and excel at balancing operational rigor with commercial instincts. Key Responsibilities Scale and operationalize Customer Success, Implementation, and Support to handle growing mid-market volume efficiently. Coach and develop a team of 7-10 managers and ICs; foster a culture of accountability, learning, and performance. Partner cross-functionally with Sales, Product, and Partnerships to ensure seamless customer transitions and scalable implementations. Optimize onboarding by reducing time-to-live and increasing customer satisfaction (CSAT) and adoption metrics. Build expansion motion post-onboarding to identify upsell/cross-sell opportunities within existing accounts. Implement data-driven operations using Salesforce (or similar) to track retention, health scores, and churn signals. Drive retention metrics: achieve 90%+ gross and 120%+ net revenue retention. Attract, hire, and retain high-caliber CS and Implementation talent as the team scales. Who You Are 8-12 years of Customer Success or Post-Sales leadership experience in B2B SaaS, ideally Vertical SaaS or workflow automation products. Experience scaling (not just building) a CS function during Series B-D growth. Proven track record of improving post-implementation retention and expansion metrics. Experience managing technical, implementation-heavy products that require customer configuration or integration. Comfortable working across partnership-driven implementations with complex customer ecosystems. Strong people leader with experience managing managers and teams of 7-10+ direct reports within orgs of 50+. Skilled operator: able to run CS operations through data, systems, and scalable processes. Commercially minded: understands how to align post-sales experience with upsell and revenue outcomes. Hands-on and player-coach mentality; thrives in a high-growth, dynamic environment. Experience in Series B-D stage companies (not late-stage or public). Bonus Points For Experience in insurance technology or other regulated vertical SaaS industries. Experience working with AI-driven or workflow automation products. Why Join XILO Be a founding post-Series A leader shaping how XILO scales customer success for the insurance industry. Own retention and expansion outcomes that directly drive company growth. Work alongside a visionary team and top-tier investors. Competitive total rewards package with strong equity upside. A culture that values ownership, growth, and customer obsession.
    $93k-153k yearly est. 4d ago
  • Customer Service/Inside Customer Account Manager

    AGSE

    Customer success manager job in Santa Fe Springs, CA

    An Inside Customer Account Manager is an ambitious primary customer advocate who engages and builds relationships with commercial customers by providing feedback to inquiries by utilizing their strong organizational and process skills. Provides oversight of pricing, lead-times and contractual requirements of quotes and orders. Performs work with limited direct supervision and plays a critical role in providing an interface between Customer and Company and handles themselves in a friendly and professional manner. This position will manage the activities of both AGSE and Westmont. JOB DUTIES AND RESPONSIBILITIES Assume the day-to-day commercial customer internal focused activities such as: quote processing, sales order processing, contract review, export compliance, customer returns, customer complaints, requests for information, quote follow up, open order management, scorecard analysis and customer satisfaction surveys Quote Processing: o Manage customer request for quote to determine and/or verify requested part numbers by analyzing technical manual parts lists, engineering drawings, bills of materials, and other specifications to understand what needs to be quoted o Understand customer need and recommend products by utilizing company website to determine and/or verify requested part numbers o Ensure customer requirements and/or terms and conditions are reviewed, understood, and incorporated into the pricing of the quote o Gather first-hand information from historical quotes o Interface with Production Control and Supply Chain to ensure product lead-times o Create quote in the company business system and use sales market guidelines to determine sell price o Ensure accuracy of quote output prior to submittal to Customer, Sales Rep or customer portal Sales Order Processing: o Manage customer purchase order/contract by conducting a review to identify any gaps between quote/price agreements and customer purchase order and resolve any issues identified with customer o Verify purchase order/contract requirements are consistent with AGSE standard terms of sale and/or specific customer contractual requirements o Identify any customer requirements to ensure they were referenced on the quote, otherwise, perform a review to confirm compliance and any cost impact o Create sales order in the company business system, including customer requirements, special flow downs, and making note of any open issues which require resolution prior to shipment of order o Ensure accuracy of sales order prior to formal acknowledgement to the Customer via e-mail or portal Account Management: o Ensure all customer facing requests have been vetted for compliance to AGSE's Export Compliance policies and/or applicable Government regulations o Log, monitor, and maintain specific data elements associated with customer equipment returned for repair within the established process, ensuring information is both timely and accurately defined o Log, monitor, and maintain specific data elements associated with customer complaints and following through on actions required to resolve the issue to ensure customer satisfaction o Interact with internal departments (Engineering, Supply Chain, Production Control, Manufacturing, Quality, Shipping and Accounting) to obtain feedback to ensure customer needs are met o Monitor processing time of quotes, sales orders, repair orders, complaints, and on time delivery from inception to closeout by reviewing status dashboards in the company business system o Ability to maintain and nurture customer relationships by providing excelling Customer Service in an accurate and timely manner, and by coordinating with Regional Sales Directors to resolve customer-related disputes JOB REQUIREMENTS AND MINIMUM QUALIFICATIONS Education: Bachelor's degree required Experience: At least 2 years of Customer Service Ability to work in a structured, process-oriented environment to meet key performance indicators Intermediate skill level in Microsoft Office Suite Ability to work within multiple Outlook e-mail boxes, which are accessible by all Customer Service team members, and using the Categorize feature to identify the appropriate action/status of each e-mail request Proficient in business (formal) e-mail writing skills Ability to navigate various customer portals for requests for quotes, orders, updates, changes, etc. Ability to independently resolve routine to relatively complex work-related issues Dedicated, customer friendly person who provides customer satisfaction, via e-mail, phone, virtual meeting, or face-to-face meeting Negotiating skills with the ability to influence outcomes This position may require access to Controlled Data and/or Information, whereby, only a US Person will be considered for this position, as defined by 22 C.F.R 120.15 (US Person includes US Citizen or lawful permanent resident) Previous aerospace industry work experience Previous manufacturing industry work experience Some experience reading and interpreting technical documents Comprehensive understanding of Enterprise Resource Planning (ERP) System Basic knowledge of contract language What We Offer AGSE offers an excellent benefits package, which includes healthcare, a 401(k) plan, and tuition reimbursement. To learn more about AGSE and our products or services, please visit us on the internet at ***************** Pay: Salary $67,000-$85,000 per year PLUS discretionary bonus This role is considered exempt and an “ONSITE” role only. AGSE is required by law in certain jurisdictions to include a pay scale in the job posting for this position. "Pay scale" means the salary or hourly range that AGSE reasonably expects to pay for this position; it is neither a promise nor a guarantee of the compensation that the successful candidate will receive. The pay scale for this position considers the wide range of factors that Westmont considers in making compensation decisions, including, without limitation: skill set, experience, and training, licensure and certifications, and other business and organizational needs. Please note that it is not typical for AGSE employees to be at or near the top of the pay scale for their role - especially as a new hire - and compensation decisions are dependent on the facts and circumstances of each case. Benefits 401(k) 401(k) matching 100% up to 5% of compensation Dental insurance Employee assistance program FSA “Flexible Spending Account” Health insurance Life insurance Paid time off. Tuition reimbursement Vision insurance PHYSICAL REQUIREMENTS & WORKING CONDITIONS While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment; reach with hands and arms; and lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus. The work environment characteristics described here represent those employee encounters while performing this job's essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Employees work under typical office conditions, and the noise level is usually quiet to moderate. However, in certain assignments, an employee may work near moving equipment and be exposed to toxic or caustic chemicals, biological hazards, airborne fumes, outdoor weather conditions, and loud, prolonged noise.
    $67k-85k yearly 4d ago
  • Sales Manager

    Center Street Lending

    Customer success manager job in Irvine, CA

    Center Street Lending is a leading lender for real estate development and residential investor loans, and servicing for builders, real estate agents, investors and brokers. Our clear communication and reliability ensure a seamless borrowing experience supporting long-term investment goals. This includes short term lending solutions for Fix & Flip, Ground Up Construction, Bridge Loans, Single Family Rentals, Apartment development projects, and Long-Term Rentals. Center Street Lending provides expert guidance, fast approvals, speedy funding, and personalized in-house service that helps achieve significant returns on investor investments. We provide tailored financial solutions designed to meet the unique financial needs of real estate developers and residential investors. Our management team has been financing real estate since 1992 and has financed $6 billion of residential real estate in over 40 different States since then. Center Street Lending is proud to be listed on the 2025 #Inc5000 list and featured in Scotsman Guide's Top Lenders publication since 2023. Website: *************************** Position Overview: The Sales Manager position is a key leadership role responsible for driving loan origination growth through building, developing, coaching, and leading a high-performing SDR team. Key Responsibilities: Comprehensive Market and Product Training: Design and deliver a foundational training curriculum covering the residential real estate investor market, our fix-and-flip, ground-up, and DSCR loan products, and the unique value proposition of each. Sales Acumen and Discovery Coaching: Train SDRs on core sales skills, including active listening, objection handling, and persuasive communication to effectively manage cold and warm leads. Expert Discovery Conversation Training: Coach SDRs on how to conduct effective discovery calls, focusing on understanding an investor's goals, experience level, deal pipeline, and pain points to accurately tailor our lending solutions to their specific needs. Pipeline and CRM Management: Oversee the team's daily activity, ensuring rigorous adherence to our lead disposition playbook and timely, accurate entry of all data into the CRM to maintain a high-quality sales pipeline. Performance Management: Set clear, measurable performance metrics (e.g., call volume, discovery call conversions, kick-up volume) and conduct weekly one-on-one coaching sessions, call reviews, and team role-playing exercises. Handoff Excellence: Develop and standardize a seamless qualified lead handoff process to Loan Originators, ensuring all necessary deal and client information is transferred effectively. Competitive Intelligence: Continuously monitor the real estate lending landscape and competitor offerings to equip the SDR team with up-to-date talking points and competitive differentiators. Required Qualifications Real Estate Lending Experience: Minimum of 2+ years of experience working in or directly supporting the real estate investment, private lending, or hard money lending space. Sales Leadership: Minimum of 2+ years of experience leading and directly managing a high-performing sales or business development team. Management Experience: Proven track record of training and onboarding with a focus on consistent skill development and retention. Education: Bachelor's degree is required. Communication Skills: Exceptional verbal and written communication skills, with a proven ability to teach complex financial concepts in an accessible, engaging manner. Technological Proficiency: High-level proficiency with CRM software (e.g., Salesforce) and sales engagement tools. Compensation: $120k - $150k, depending on experience Benefits: Paid time off Health insurance Dental insurance Vision 401k plan Company Events Great Team Culture!
    $120k-150k yearly 4d ago
  • Account Manager

    PRG Golf

    Customer success manager job in Vista, CA

    As an Inside Account Manager at PRG Golf, you will manage customer accounts from start to finish, using our bespoke PRG System to monitor orders and ensure a seamless sales process. You will be responsible for maintaining existing client relationships, managing incoming orders, and supporting the outside sales team. Additionally, you'll actively reach out to potential clients through proactive outbound sales calls to expand our customer base and increase sales opportunities. This is a great opportunity to blend your passion for golf with your sales expertise in a growing, dynamic environment. Key Responsibilities: Account Management: Act as the primary point of contact for assigned customer accounts, ensuring their needs are met and relationships are nurtured. Maintain regular communication to foster customer loyalty. Order Monitoring & Management: Use the bespoke PRG System to track and manage orders from initiation to fulfilment. Ensure orders are processed accurately and efficiently, providing clients with real-time updates on order status and delivery. Proactive Sales Outreach: Conduct outbound sales calls to potential and existing clients to generate new business, follow up on leads, and promote new products or services. Actively look for opportunities to expand sales within existing accounts. Sales Team Collaboration: Partner closely with the outside sales team to provide support throughout the sales cycle. Help qualify leads, assist in preparing proposals, and ensure smooth communication between inside and outside teams. Customer Service Excellence: Provide exceptional customer service by addressing inquiries, troubleshooting issues, and offering tailored solutions. Ensure customers have a seamless experience from order to delivery. CRM & System Usage: Utilize the PRG System and CRM tools to maintain accurate customer records, track interactions, manage sales activities, and provide real-time reporting on account status and sales performance. Product Knowledge: Stay up to date on all PRG Golf products, services, and industry trends to provide expert recommendations to both customers and the sales team. Share product insights to help inform sales strategies. Collaboration & Reporting: Work cross-functionally with marketing, logistics, and product teams to ensure orders are fulfilled correctly and clients are satisfied. Provide regular reports to leadership on sales performance, order status, and any emerging sales opportunities. Qualifications: 2+ years of experience in inside sales, account management, or sales support, ideally in the golf or sports accessory industry. Strong communication and interpersonal skills, with the ability to build rapport and work collaboratively with both internal teams and external clients. Experience with CRM software (Salesforce, HubSpot, etc.) and comfortable using proprietary systems like the PRG System to track orders and sales activities. A passion for golf and a basic understanding of golf accessories is a plus. Proven experience in proactive sales, including outbound calling and lead generation. Highly organized with the ability to manage multiple tasks, prioritize effectively, and meet deadlines. Self-starter with a proactive mindset and strong problem-solving skills. About PRG PRG is one of the world's leading suppliers of innovative, high-quality bespoke golf accessories. With their own production facilities, PRG prides itself on creating industry-leading products for the world's best courses, resorts, brands and events.
    $58k-103k yearly est. 1d ago
  • Sales Manager

    Aitmed

    Customer success manager job in Anaheim, CA

    AiTmed is looking for an energetic and self-motivated sales marketer MANAGER with 5 years experience or more to join and lead our growing marketing department. If you're an ambitious individual who wants to build a career in healthcare technology sales, B2B sales, social media and content or digital marketing, then we want to work with you! Your work will include targeting and marketing strategically to medical facilities and doctors to use our system around the surrounding area and leading the sales department. You will report directly to our VP of Operations and CEO and track data in our CRM, and you will be a lead sales representative of the company in your assigned market. You will provide marketing and sales tactics with a motivated drive that will advance this healthcare technology in the Healthcare Industry. In addition to being an excellent communicator, you should have excellent multitasking and organizational abilities. The successful candidate will also have in-depth knowledge of marketing techniques and social media platforms. Responsibilities: · Development and implementation of sales strategies and initiate sales and marketing activity to meet or exceed goals · Perform closing deal results with medical doctors and investors · Creation of mock-ups, email campaigns, mass sales techniques, and social media content. · Perform training and direct support to the Medical Offices you have closed sales on. · Perform market analysis and research on the latest healthcare trends. · Design and present new social media campaign ideas. · Monitor all social media platforms for trending news, ideas, and feedback. · Help with the planning and hosting of marketing events. · Research and evaluate competitor marketing and digital content. Requirements: · Bachelor & Master degree in Marketing, Public Relations, Communications or similar field relative to sales. · Have some Healthcare sales experience. · Have some sales experience using a CRM. · Familiarity with marketing computer software and healthcare. · Good understanding of the latest marketing trends and techniques. · Excellent verbal and written communication skills. · Must have a passion for marketing and sales · Outstanding multitasking abilities since this is a startup business.
    $54k-105k yearly est. 5d ago
  • 4.1-S Senior Customer Success Manager - Safety & Security

    Field Ai

    Customer success manager job in Irvine, CA

    Field AI is transforming how robots interact with the real world. We are building risk-aware, reliable, and field-ready AI systems that address the most complex challenges in robotics, unlocking the full potential of embodied intelligence. We go beyond typical data-driven approaches or pure transformer-based architectures, and are charting a new course, with already-globally-deployed solutions delivering real-world results and rapidly improving models through real-field applications. We are seeking a dedicated and proactive Senior Customer Success Manager (Sr. CSM) to serve as the primary point of contact between Field AI and our enterprise clients. In this high-impact role, you'll foster strong, long-term partnerships and ensure that customers achieve measurable outcomes through our cutting-edge robotic solutions.As a Sr. CSM, you will be responsible for managing a portfolio of strategic accounts, deeply understanding client needs, and coordinating with internal teams to deliver timely and effective solutions. You'll handle client inquiries, resolve issues efficiently, and work to ensure customer satisfaction at every touchpoint. Your work will directly influence customer retention, expansion, and overall success.Key to this role is your ability to identify opportunities for growth and upselling, while also optimizing user adoption and proactively protecting against churn. You'll collaborate closely with Engineering, Product, and Sales to advocate for customer priorities and continuously improve the customer experience.What You'll Get To Do Relationship Building: Develop and maintain strong and long-lasting relationships with clients Client Needs Management: Understand client requirements, anticipate their needs and ensure their satisfaction Internal Coordination: Collaborate with various internal teams (Sales, Marketing, Product development, Technology development, etc.) to deliver solutions and meet client expectations Account Growth: Identify opportunities for account expansion, upsell and cross sell Communication and Reporting: Effectively communicate with clients, provide regular updates and prepare detailed reports on account performance Issue resolution: Address client concerns and resolve issues promptly and professionally What You Have Bachelor's degree in Business, Engineering or related field 5+ years of experience in customer success, account management or similar customer facing roles Excellent communication skills, including strong verbal and written skills as well as presentation skills Sales and negotiation skills, ability to identify sales opportunities and negotiate effectively Customer service skills provide excellent customer support and build rapport with clients Problem solving skills, identify and resolve client issues efficiently and effectively Project management skills, coordinate tasks, manage timelines and ensure timely delivery of solutions Analytical skills, analyze data, identify trends and make informed decisions. Technical and Industry Knowledge: Mus be familiar with security patrol operations, scheduled rounds, incident reporting, access control and perimeter checks Knowledge of digital solutions (Trackforce Valiant, Silvertrac, PatrolLIVE) Our salary range is generous and we take into consideration an individual's background and experience in determining final salary; base pay offered may vary considerably depending on geographic location, job-related knowledge, skills, and experience. Why Join Field AI?We are solving one of the world's most complex challenges: deploying robots in unstructured, previously unknown environments. Our Field Foundational Models™ set a new standard in perception, planning, localization, and manipulation, ensuring our approach is explainable and safe for deployment. You will have the opportunity to work with a world-class team that thrives on creativity, resilience, and bold thinking. With a decade-long track record of deploying solutions in the field, winning DARPA challenge segments, and bringing expertise from organizations like DeepMind, NASA JPL, Boston Dynamics, NVIDIA, Amazon, Tesla Autopilot, Cruise Self-Driving, Zoox, Toyota Research Institute, and SpaceX, we are set to achieve our ambitious goals. Be Part of the Next Robotics RevolutionTo tackle such ambitious challenges, we need a team as unique as our vision - innovators who go beyond conventional methods and are eager to tackle tough, uncharted questions. We're seeking individuals who challenge the status quo, dive into uncharted territory, and bring interdisciplinary expertise. Our team requires not only top AI talent but also exceptional software developers, engineers, product designers, field deployment experts, and communicators. We are headquartered in always-sunny Mission Viejo (Irvine adjacent), Southern California and have US based and global teammates. Join us, shape the future, and be part of a fun, close-knit team on an exciting journey! We celebrate diversity and are committed to creating an inclusive environment for all employees. Candidates and employees are always evaluated based on merit, qualifications, and performance. We will never discriminate on the basis of race, color, gender, national origin, ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability, or any other legally protected status.
    $96k-157k yearly est. Auto-Apply 60d+ ago
  • Enterprise Customer Success Manager

    Zuum Transportation

    Customer success manager job in Irvine, CA

    The Enterprise Customer Success Manager (CSM) is responsible for onboarding new customers, driving upsell growth, and mitigating churn. The CSM will ensure customer success by delivering value, building processes, and fostering strong relationships. The role includes working as a Subject Matter Expert (SME) for partner integrations and managing a Customer Success Associate (CSA) to achieve team goals. The Day-to-Day Responsibilities: Customer Success Leadership Own the post-sales customer journey, including onboarding, engagement, and growth. Ensure seamless transitions from sales to implementation, turning new customers into trained and successful users quickly. Act as the primary point of contact for customers, delivering both good and bad news professionally. Advocate for the company and the customer, balancing their respective goals and needs. Team Management Manage and mentor the assigned CSA, Seth, to ensure team success in onboarding and account management. Drive team performance in minimizing churn and maximizing upsell opportunities. Escalate challenges and provide regular updates with the technical team, ensuring alignment and resolution of complex issues. Process Development and Execution Build and implement processes around Quarterly Business Reviews (QBRs) and customer onboarding. Create scalable frameworks for measuring and improving customer success metrics. Collaborate with Product and Marketing teams to gather feedback and develop case studies. Revenue and Retention Accountability Drive upsell growth both directly and through team efforts. Minimize churn by proactively addressing risks and delivering consistent value. Contribute to organizational revenue attainment by meeting or exceeding targets. Collaboration and SME Role Work cross-functionally with Product, Sales, and Marketing teams to enhance customer experiences and integrations. Serve as the SME for partner integrations, ensuring smooth and effective collaborations. Maintain a feedback loop to provide insights into customer needs and opportunities for product improvement. Ownership of Goals and Priorities Own your calendar: Focus on high-impact activities and effective time management. Prioritize tasks that align with goals for customer success, upsells, and churn reduction. Balance hands-on execution with leadership responsibilities by delegating effectively. A Little Bit About Us Zuum is a rapidly growing, tech startup which is transforming the $1.2 trillion logistics industry. We connect enterprise shippers to carriers on an automated platform. To better understand what we are about, please check out our website Zuum Transportation and our Career Page.
    $96k-157k yearly est. Auto-Apply 60d+ ago
  • Customer Success Manager

    ETAP 3.8company rating

    Customer success manager job in Irvine, CA

    ETAP empowers customers to make informed decisions throughout the life cycle of their projects with innovative software solutions for electrical systems. By applying ETAP solutions, customers experience continuous intelligence during design and engineering and into operations and maintenance using a unified electrical digital twin platform. ETAP supports customers in their digital transformation and sustainable energy transitions for a green and smart future, helping them to prioritize safety, maximize reliability, and stay resilient. Our employees' passion for excellence, innovation, and customer satisfaction is our most-prized resource. If you share that passion - and want to be part of a company that leads the energy transition towards a cleaner and more resilient world for future generations - we invite you to join us! ETAP is committed to creating a diverse work environment and is proud to be an Equal Opportunity Employer. Job Title: Customer Success Manager - Key Accounts Location: USA Employment Type: Full time The job Reporting to the Head of Customer Success Management, the Customer Success Manager is responsible for establishing strong relationships with their portfolio of customers, ensuring high levels of customer satisfaction and recognition of ROI, leading to strong renewals and growth opportunities. Throughout our customer journey, we aim to deliver a best-in-class customer experience, and the Customer Success Manager is the steward of this journey. Her/His mission is to ensure customers achieve success using our solutions. Key responsibilities Build relationships with assigned customers, help them with issues, and continually delight them with a positive, customer-centric attitude. Engage with customers to understand how they work and ensure they are leveraging our solutions effectively. Understand the motivation, business drivers, strategic goals, and desired business outcomes for his portfolio of large customers. Craft joint customer success plans that include agreed-upon scope, shared metrics, user engagement, adoption plans, timelines, and communication. Work closely with Sales, Technical Support, Training, and other Technical teams to ensure a best-in-class customer experience and take care of any customer issues. Be a customer advocate while capturing customer feedback and reporting requests to Product Management Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and account growth through increased product adoption and increased usage Evaluate risk management for each customer and proactively evade dissatisfaction or lost business, and ultimately drive retention throughout the customer life cycle. Drive the Customer Success playbook for the High Touch Segment. Facilitate Executive Business Reviews with decision-makers and our executive sponsor, where we celebrate shared successes and make adjustments as necessary. Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes. Essential skills and experience Bachelor / Master: initial training in electrical engineering & training in business/marketing Minimum 5 years' experience in electrical engineering in a customer-facing role, such as Customer Success, Customer Support, or Sales Management Knowledge of electrical design software is a plus Desired skills and experience With strong empathy and a capacity to build successful customer relationships, the selected profiles will possess great organizational skills, a strong commitment to customer satisfaction, and a proven ability to persuade. ETAP requires all successful applicants to undergo and pass a comprehensive background check before they start employment. Background checks will be conducted in accordance with local laws and may, subject to those laws, include proof of educational attainment, employment history verification, proof of work authorization, criminal records, identity verification, credit check. Certain positions dealing with sensitive and/or third party personal data may involve additional background check criteria. ETAP is an Equal Opportunity Employer. We are committed to being an exemplary employer with an inclusive culture, developing a workplace environment where all our employees are treated with dignity and respect. We value diversity and the expertise that people from different backgrounds bring to our business. Come and join ETAP to create the transformative technology that enables our customers to engineer a better world.
    $89k-139k yearly est. Auto-Apply 60d+ ago
  • Manager, Customs

    DP World Limited 4.7company rating

    Customer success manager job in Corona, CA

    We are the leading provider of worldwide smart end-to-end supply chain & logistics, enabling the flow of trade across the globe. Our comprehensive range of products and services covers every link of the integrated supply chain - from maritime and inland terminals to marine services and industrial parks as well as technology-driven customer solutions. Location: Perris, CA KEY ACCOUNTABILITIES * Responsible for trade compliance content and expertise throughout the company, contributes to development and implementation of new tools, processes and business capabilities * Act to understand customer (internal and external) needs in non-standard and complex situations * Create and maintain instructions and documents processes in own responsibility area * Research customs regulations and rulings, determines regulatory or interpretive basis for each classification and communicates with internal clients and external customs brokers * Determines FTA qualification based on applicable Rules of Origin and helps prepare documentation * Maintains appropriate documentation to substantiate origin determinations * Other duties as assigned QUALIFICATIONS, EXPERIENCE AND SKILLS * Experience with import/export compliance, including customs regulations and international trade * Certified Customs Broker and Licensed Attorney * EAR and ITAR experience * Licensed Customs Broker, Certified Trade Compliance Specialist and/or Certified Customs Specialist * Working knowledge of NAFTA and other trade agreements and special customs procedures Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future. ABOUT DP WORLD Trade is the lifeblood of the global economy, creating opportunities and improving the quality of life for people around the world. DP World exists to make the world's trade flow better, changing what's possible for the customers and communities we serve globally. With a dedicated, diverse and professional team of more than 115,000 employees from 160 nationalities, spanning 78 countries on six continents, DP World is pushing trade further and faster towards a seamless supply chain that's fit for the future. We're rapidly transforming and integrating our businesses -- Ports and Terminals, Marine Services, Logistics and Technology - and uniting our global infrastructure with local expertise to create stronger, more efficient end-to-end supply chain solutions that can change the way the world trades. What's more, we're reshaping the future by investing in innovation. From intelligent delivery systems to automated warehouse stacking, we're at the cutting edge of disruptive technology, pushing the sector towards better ways to trade, minimizing disruptions from the factory floor to the customer's door. DP World is on a mission to transcend boundaries and bridge the gap between all nations and cultures - not just in what we do but also in how we behave. We are dedicated to creating a culture where everyone feels respected, supported, and empowered to reach their full potential. We believe that embracing inclusion and diversity, drives innovation and growth and helps us connect people, businesses, and societies. Free minds and different perspectives are changing our world, and together we can change what's possible. WE MAKE TRADE FLOW TO CHANGE WHAT'S POSSIBLE FOR EVERYONE. DP World is committed to the principles of Equal Employment Opportunity (EEO). We strongly believe that employing a diverse workforce is central to our success and we make recruiting decisions based on your experience and skills. We welcome applications from all members of society irrespective of age, gender, disability, race, religion or belief. By submitting your resume and application information, you authorize DP World to transmit and store your information in the world-wide recruitment database, and to circulate that information as necessary for the purpose of evaluating your qualifications for this or other job vacancies. #LI-KJ2 #LI-Hybrid
    $90k-140k yearly est. 14d ago
  • Customer Success Manager

    Metroll

    Customer success manager job in Fontana, CA

    The Company: Metroll is a global manufacturer of metal building materials. Through the hard work and commitment of our employees, we have grown into a successful company with over 40 manufacturing plants across the globe. Metroll is committed to aggressively growing our presence in the Western United States. The Opportunity: Have fun! Hustle! Make it happen! Join the Metroll Sales team today! The Customer Success Manager is responsible for monitoring and maximizing the customer experience by providing a high-touch, consultative approach to customer service. This includes delivering personalized account management, ensuring that customers are aware of all the features and benefits of the company's products, and assisting in problem resolution. The Customer Success Manager will also educate customers on how to get the most out of their account. The Responsibilities: Develop a deep understanding of product features and benefits Develop a deep understanding of customer needs and goals Educate customers on Metroll's product offering Provide a high-touch, consultative approach to customer service Lead the customer through the sales cycle- from quotation to production all the way to product delivery Be an expert on the product and market space to provide suggestions to customers on how to get the most out of our products Drive customer success through proactive problem resolution, account growth initiatives, and proactive advocacy Effectively communicate cross-departmentally with other departments to provide excellent customer The ideal candidate has: A bachelor's degree in business administration or something similar Project management experience from conception to completion Multitasking and time-management abilities Client-facing and teamwork abilities Microsoft Office knowledge (Excel, Word, Outlook)
    $97k-159k yearly est. 60d+ ago
  • Customer Success Manager

    Bebetter Shop

    Customer success manager job in San Bernardino, CA

    Welcome to BeBetter Shop - Your Premier Blockchain Advertising and Crypto PR Agency. Specializing in propelling partners in the blockchain niche to the forefront, including SaaS and Tech companies, our goal is to secure a top position within just 1 to 6 months. As a leading crypto PR agency, we boost positive reviews and mentions across platforms like Trustpilot, Sitejabber, TrustedReviews, ScamAdviser, and many more, transforming trust scores and ensuring dominance on popular search engines. We help companies grow their positive reputation on popular business reviews' platforms, also on Reddit, Quora, and YouTube. Our company is headquartered in sunny California, but our team works remotely around the world. Job Description Customer Success Manager is the bridge between sales and customer success. You'll provide support for transitioning prospects into active users, often acting as a go-between with other departments within the company, such as marketing or product management. You will be a strategic and supportive partner for our customers at every stage of the buying process. You'll be focused on building loyalty to ensure long-term client retention by presenting product information, addressing customer issues and helping the sales team with upsells and renewals. You have a thirst for knowledge, the ability to learn quickly and easily grasp new software applications. You should also be able to communicate clearly with customers to create strategies that grow our customer base. As a Customer Success Manager, you are the point of contact for customers who are looking to buy products and services, and they are the primary contact for customers throughout the lifespan of the account. Customer Success Managers also work closely with Sales Representatives to close deals and identify upsell opportunities with their customers. You will also manage the team of our sales managers. We offer: You get 4000 USDT monthly and bonuses for sales such as: 50% of sales you generate goes back to you. 20% of sales your team generate goes back to you. 200 USDT your weekly bonus if you generate sales over 3000 USDT total a week. 200 USDT your weekly bonus if your team generate over 15000 USDT total a week. 1000 USDT monthly bonus if you're the Top Success Manager of a month. Career growth opportunities Paid internet Free pizza Paid gym Free education courses Qualifications Proven Experience in Sales and Customer Success role, more than 3 years. Tech-savvy Strong business ethics and B2B communication skills. Experience managing the team - more than 3 years. Understanding of crypto Understanding of digital world in general Understanding of what the Anti-Fraud is Additional Information Our commitment is that every applicant will be evaluated according to their skills, regardless of age, socio-economic status, gender identity, race, ethnicity, sexual orientation, disability status or religion.
    $97k-159k yearly est. 1d ago
  • Sr Customer Success Manager

    Nooks

    Customer success manager job in El Segundo, CA

    Are you seeking an exciting and unique opportunity to grow and support our national security? As a startup, we are offering a limited-time opportunity to be an equity owner in a pioneering new industry. Nooks is pioneering Classified Infrastructure-as-a-Service (CIaaS) to provide government and industry partners with the fastest, most efficient access to classified infrastructure. We are building a nationwide network of accredited classified spaces and systems, ensuring that the best technologies equip our nation's warfighters. At Nooks, we value innovation, collaboration, and a service-first mindset. ABOUT THE ROLE The Senior Customer Success Manager will lead strategic engagement and satisfaction for our Defense Technology (DefTech) and government customers. This role ensures each customer's entire lifecycle from initial contact to onboarding to expansion is seamless, impactful, and caters to our customers' needs. You'll collaborate closely with internal operations and engineering teams to anticipate needs, resolve challenges, and identify opportunities for growth within our customer base. KEY RESPONSIBILITIES: Own customer relationships as the primary point of contact for DefTech and government clients and their sponsors, ensuring satisfaction, retention, and measurable outcomes. Lead onboarding and implementation efforts pre- and post-contract, coordinating closely with engineering, operations, and security teams to ensure readiness across classified and unclassified infrastructure. Monitor account health and performance, proactively identifying risks, challenges, and opportunities for improvement or expansion. Develop success plans aligned to customer objectives and drive continuous value through quarterly business reviews and performance metrics. Collaborate cross-functionally with engineering, operations, product, and leadership teams to ensure customer feedback informs roadmap and delivery priorities. Support contract renewals and growth by identifying expansion opportunities and collaborating with business development to align on strategy. Ensure compliance with government and defense contracting requirements, maintaining awareness of security protocols and data handling standards. THE SKILLSET: 7-10 years of progressive experience in customer success, account management, or program management within defense, government contracting, or enterprise technology environments. Demonstrated ability to manage complex, multi-stakeholder relationships and drive results in matrixed organizations. Deep understanding of defense contracting, federal acquisition, and government program structures. Working knowledge of industrial security practices and classified operations (e.g., NISPOM, CMMC, or cleared facility experience). Strong organizational, problem-solving, and communication skills with the ability to translate technical details into strategic outcomes. Proven success managing executive-level customer interactions and building trust-based partnerships. ELIGIBILITY + CLEARANCE You must be eligible to work in the U.S + Secret Clearance Eligible. Salary Range for all departments Salary Range$119,000-$140,000 USD
    $119k-140k yearly Auto-Apply 34d ago
  • Customer Success Manager

    Oneplan Solutions

    Customer success manager job in San Marcos, CA

    Job DescriptionDescriptionAt OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources. What Makes us Unique?What truly makes OnePlan stand out is our commitment to delivering powerful solutions and fostering a culture of collaboration. We combine robust analytics with a platform that integrates seamlessly into the tools businesses already know and trust. Our high-trust, team-focused environment allows us to innovate quickly and deliver solutions that drive meaningful results for our clients. We're passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape. About the Role As a Customer Success Manager, you will be working closely with customers, internal teams, and stakeholders to ensure that every OnePlan user has a seamless and satisfying experience. You'll be the key point of contact for assigned customers, ensuring long-term success, addressing customer needs, and helping clients achieve their business goals. What You'll Do at OnePlan Onboard new customers effectively, transitioning them from initial deployment to post-deployment success plans. Develop success plans for customers, outlining their key success factors and recommendations. Conduct regular check-ins through Monthly or Quarterly Success Reviews to measure progress and identify areas for improvement. Collaborate with Professional Services to identify new opportunities and assist in transitions following deployments. Respond to customer requests and offer strategic guidance on product use, account modifications, and business expansion. Monitor customer adoption of OnePlan's features and functionality, ensuring alignment with their business needs. Facilitate renewals of subscriptions and support agreements, minimizing churn by maximizing customer satisfaction. Collect customer feedback, collaborate with product and engineering teams, and ensure customer input is funneled into product roadmaps. Act as a trusted customer advocate and thought leader, both internally and externally, sharing your insights and experiences. Our Ideal Fit 1-5 years of experience in a Customer Success or account management role at a B2B SaaS company. Proven experience managing enterprise-level accounts, including customer escalation and issue resolution. Ability to collaborate and build strong relationships with clients and internal teams, especially at the executive level. Experience working with cross-functional teams, including Sales, Services, and Product Management. Excellent communication skills, including leading meetings and webinars. Strong organizational skills with the ability to manage time effectively and handle multiple priorities. A passion for customer service and helping businesses succeed with technology solutions. More Reasons Why You Should Apply! We're a remote-first company with team members across the USA, Canada, UK, and India! OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022. We've been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report. We offer comprehensive health, dental, and vision benefits, with additional insurance options. Employer RRSP and 401K matching programs. A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable! At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace. Upon receipt of an offer letter, candidates will be subject to a standard background check process. D isclaimer: We'll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we'll follow our standard hiring process every time. You'll never be asked for money or personal information during the interview process. If something feels off, don't hesitate to reach out to us to confirm. Ready to Apply? Check out what it's like to work at OnePlan and learn more about us at *******************
    $93k-152k yearly est. 2d ago
  • Customer Success Manager

    Altametrics 4.1company rating

    Customer success manager job in Costa Mesa, CA

    Trusted by major players throughout the industry, we have been a leading provider of SaaS solutions to businesses since 1997. The company's philosophy is to combine software design with comprehensive consultancy and support services to deliver business-critical applications. Our enterprise software solutions deliver ROI by helping businesses increase profitability, improve customer service and value, integrate with other business applications, and readily access information to make informed decisions. We offer a comprehensive product line of enterprise software and professional services addressing the needs of various departments and executive management. Our applications are ideal for executives who require real-time access to enterprise data. The software solutions are web-based, designed for quick deployment, scalable for growth, reliable, and readily available. About the Role We are hiring a Customer Success Manager to join our team at Altametrics. This role is responsible for managing relationships with our enterprise restaurant clients, ensuring their success with our products, and expanding adoption of new solutions. We are looking for someone with a strong background in customer engagement, excellent communication, and the ability to thrive in a fast-paced, client-facing environment. Responsibilities Build and maintain strong relationships with key customer stakeholders. Act as the primary point of contact for assigned accounts, ensuring customer satisfaction and long-term retention. Understand client business needs and recommend appropriate Altametrics solutions. Apply restaurant problem-solving experience to connect with customers and add value to their operations. Partner with internal teams (Product, Implementation, Support) to deliver seamless customer experiences. Travel up to 50% to customer sites, meetings, and events. Monitor account health, identify risks, and proactively provide solutions. Translate customer needs into actionable feedback for internal development and product enhancement. Develop and deliver customer and partner training programs. Requirements 3+ years in Customer Success, Account Management, or Product Management (restaurant or hospitality experience strongly preferred). Excellent communication, presentation, and interpersonal skills. Proven ability to manage multiple accounts/projects and prioritize effectively. Experience introducing and managing adoption of new products with existing customers. Willingness to travel up to 50%. Positive attitude, growth mindset, and strong problem-solving abilities. Job Type: Full-time Physical Setting: Onsite in Office Job Type: Full-time Salary: $65,000.00 - $85,000.00 per year Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Paid training Vision insurance Shift: 8 hour shift Day shift Education: Associate (Required)
    $65k-85k yearly 54d ago
  • Customer Success Growth Manager

    Everdriven Technologies LLC

    Customer success manager job in Pasadena, CA

    Job Description EverDriven is a rapidly growing, tech-enabled transportation management company, serving some of the most vulnerable children in our community. We exist to ensure that children with special needs receive safe, efficient, and cost- effective transportation to and from school. Our proprietary, best-in-class, technology solutions enable school districts and parents to easily plan, track and adjust each student's trips, to and from school, and gives the student access to the educational experience they deserve. Every Trip. Every Day. If you're someone who thrives in a mission forward, fast-paced, technology driven environment, we would love to talk to you about a fulfilling career at EverDriven. Position Summary: The Customer Success Growth Manager is pivotal in driving client retention, satisfaction, and revenue initiatives at EverDriven. This role focuses on enhancing the experience of underperforming clients through strategic engagement, performance analysis, and proactive risk mitigation. By leveraging customer feedback and implementing tailored retention strategies, the CSGM fosters long-term partnerships that contribute to the company's growth and success. We are seeking proactive candidates who excel in problem-solving and relationship-building with both internal and external customers. Your ability to generate revenue while fostering meaningful and lasting connections with EverDriven's clients will be key to your success in this role. Salary Range: $73,000 - $85,000/year, based on experience + annual bonus eligibility Position is WFH when not conducting field visits with customers. Ideally, the candidate will reside within the CA markets. Analyze and identify factors contributing to poor client performance and/or engagement, developing action plans to improve client satisfaction and usage metrics Owns account relationships, strategy, pricing - including managing contract renewals Proactively engages decisions makers and all levels of school district personnel Implement proactive engagement initiatives to strengthen relationships with clients, understanding their needs and challenges Works cross functionally and coordinates with internal teams to access additional resources and facilitate the solutions and tools needed by customers Monitor client health indicators and proactively address risks to prevent churn, collaborating with internal teams as needed Develop and execute strategies to ensure high client retention rates, fostering long-term relationships and loyalty Gather and analyze customer feedback to drive continuous improvement and enhance overall client satisfaction Track and report on client retention metrics and progress in improving poor-performing clients, providing insights and recommendations for ongoing enhancements Requirements: Bachelor's degree and/or equivalent relevant years of experience Minimum of 2 years' experience in a business development, account management or customer success role Strong interpersonal and communication skills, with the ability to build and maintain relationships with clients Excellent problem-solving and analytical abilities to understand client needs and provide effective solutions Ability to manage multiple priorities and projects simultaneously in a fast-paced environment Proactive and self-motivated with a passion for customer success and a track record of achieving goals Valid U.S. driver's license in good standing, required Position will be remote/WFH and requires up to 25% travel Benefits: Medical, Dental, Vision insurance Virtual Doctor Visits with $0 Co-Pay Life Insurance (company paid) Short Term Disability Insurance (company paid) Long-Term Disability Insurance (company paid) Paid Time Off (PTO) Paid Holidays Paid Time to Volunteer Flex Spending Account (FSA) 401K Plan (with an awesome employer match!) Employee Assistance Program Employee Discounts Program Commitment to ESG: Since 2006, EverDriven has remained committed to incorporating environmental, social and governance fundamentals into the framework of our internal and external culture. Today, ESG principles are part of the lifeblood of EverDriven and a driving influence that shapes not only our culture but all aspects of our day-to-day operations. We believe ESG principles enable us to more successfully achieve our mission to help every child have an equal opportunity to learn, grow, and succeed. Commitment to Diversity and Inclusion: EverDriven is a mission-centered, action-oriented company that honors diversity and inclusion. Our customers come from all walks of life and so do we. We strive to hire great people from a variety of backgrounds, not just because it's the right thing to do, but because it makes our cultural health stronger. In turn, our inclusive culture inspires our innovation and fosters a sense of belonging so we can continue to serve the most vulnerable populations with excellence. Commitment to Equal Opportunity: EverDriven is deeply committed to building a workplace where inclusion is not only valued but prioritized. We're proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or veteran status, or any other non-merit based or legally protected grounds. Visit our website and learn more about us at ******************
    $73k-85k yearly 19d ago
  • Customer Success Manager

    Commercial Real Estate Exchange, Inc. (Crexi 3.7company rating

    Customer success manager job in Vista, CA

    About Crexi Crexi is reimagining commercial real estate with an AI-powered platform built to deliver smarter, more efficient solutions at every stage of the deal lifecycle. From real-time data and market insights generated by Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction- Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. To date, Crexi has facilitated over $1 trillion in transactions, 8.6 billion square feet leased, and supports a growing community of more than 2 million monthly active users. Crexi's mission is to catalyze the next generation of commercial real estate through three core pillars: Access, Innovation, and Connection. Crexi's platform democratizes CRE by providing unprecedented access to market insights and opportunities, accelerates CRE dealmaking with purpose-built technology that enhances speed and transparency; and empowers CRE professionals with a centralized platform designed for real-time collaboration and success. About This Role: Crexi is growing, and we're looking for a relationship-driven, customer-focused CSM who thrives on helping clients succeed while driving meaningful business outcomes. This role is all about deep customer engagement, value reinforcement, retention, and expansion across your portfolio. As a Customer Success Manager, you'll build strong, consultative relationships with clients to ensure they are fully leveraging Crexi and achieving measurable results. You'll be confident leading renewal and expansion conversations, skilled at reading customer needs, and committed to staying responsive and proactive. You'll join a fast-moving, collaborative team where every interaction you have directly contributes to customer satisfaction, long-term retention, and overall revenue growth. What You'll Do Engage customers consistently and proactively-maintaining high call volume and meaningful touchpoints that reinforce value, deepen relationships, and surface new opportunities. Drive platform adoption through ongoing education, best-practice sharing, and strategic conversations about how to maximize Crexi's impact on their business. Lead renewal, retention, and expansion discussions confidently, positioning Crexi as an essential part of the customer's workflow. Manage customer SLAs to ensure timely, accurate responses and a smooth, reliable experience across every interaction. Build and maintain strong multi-level relationships with key stakeholders to ensure account health and long-term success. Identify cross-sell and upsell opportunities by understanding customer goals, challenges, and product usage trends, partnering internally as needed to drive outcomes. Act as the customer's advocate internally, providing actionable feedback to Product, Sales, Marketing, and leadership. Serve as a trusted Crexi expert, offering industry insight, product knowledge, and strategic guidance to help customers achieve their goals. Who You Are 5+ years of Customer Success experience in a SaaS environment, preferably in a high-velocity customer engagement model. Customer-obsessed, relationship-oriented, and excited by high-touch communication and ongoing customer interaction. Comfortable leading client consultations regarding renewals, expansion, and value reinforcement Strong communicator across all channels (phone, email, virtual meetings), with a high sense of urgency and follow‐through. Thrives in a fast-paced environment and embraces process, consistency, and accountability. Extremely motivated by growth and retention targets. Empathetic, curious, and skilled at uncovering customer motivations and challenges. Highly organized with strong situational awareness and attention to detail. Bachelor's degree or equivalent experience in a Customer Success role. Why Crexi? Rapidly growing startup with a dynamic work environment Flexible team structure with ability to progress in career Health, dental and vision insurance Limitless snacks Collaborative culture and numerous team activities The anticipated base salary range for candidates who will work in Playa Vista, California location is $81,000. The final salary offered to a successful candidate will depend on several factors, which may include, but are not limited to, the type and length of experience applicable to the role and within the industry, education, geographic location, etc. Commercial Real Estate Exchange, Inc (“Crexi”) is a multi-state employer, and this salary range may not reflect positions that work in other states. Crexi is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Crexi will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
    $81k yearly Auto-Apply 16d ago
  • Customer Success Manager (Logistics Industry)

    Shipcalm

    Customer success manager job in Pico Rivera, CA

    Description: Job Description | Customer Success Manager As the Customer Success Manager at ShipCalm, you will lead our Brand Operations team & be accountable for driving operational success, client satisfaction, & revenue growth across our customer portfolio. This position reports directly to the Executive Vice President of Operations. You will oversee a team of Heads of Operations & Account Support Specialists who execute ShipCalm's day-to-day service delivery. This role requires a mix of strategic leadership, hands-on operational oversight, & strong cross-functional collaboration with Warehouse Operations, Digital Operations, Technology, & Accounting. Your team ensures each customer receives high-quality service, proactive support, & operational solutions that align with their growth goals. ShipCalm is a leading third-party operations company committed to delivering seamless & innovative logistics solutions to businesses worldwide. Learn more about us at our website: ***************** Role Accountability & Functions LMA (Lead, Manage, & Hold Accountable) Exceptional Customer Experience & Satisfaction Customer Revenue Growth CalmScore™ Customer Tracking QuickCalm™ Ticketing System Client operational execution oversight Essential Duties & Responsibilities Supervise, coach, & develop Brand Ops team members to ensure high performance & consistent execution. Develop strong client relationships, acting as a trusted partner & internal advocate for ShipCalm's 3PO™ model. Directly manage high-impact customer accounts, driving engagement, operational adoption, & value delivery. Serve as the senior escalation point for complex client or cross-functional operational issues. Own strategic account alignment & lead business review cadences across ShipCalm's client portfolio. Collaborate cross-functionally to improve execution across fulfillment, returns, inventory, & systems workflows. Drive improvements in CalmScore™, Net Promoter Score (NPS), & adherence to service SLAs. Identify & support revenue growth opportunities through operational enablement & strategic insight. Manage customer-facing communications related to outages, updates, & service-level changes. Oversee invoice anomaly reviews & support root cause analysis with Finance & Operations. Deliver reporting on client satisfaction, ticket trends, & operational performance to executive leadership. Reinforce QuickCalm™ ticket hygiene, triage, & proactive resolution practices across the team. Lead documentation improvements & facilitate knowledge sharing with internal teams & customers. Run daily huddles, weekly meetings, & 1:1s to maintain team alignment & accountability. Monitor client trends, volume shifts, & at-risk accounts to guide proactive interventions. Ensure balanced workload distribution & clear role ownership across the Brand Ops team. Report to work in a regular & timely manner. Knowledge, Skills, and Abilities Experience & Leadership 5+ years in fulfillment, logistics, or eCommerce operations. 2+ years of people management in fast-paced, client-facing environments. Proven success leading cross-functional teams. Operational & Technical Proficiency Strong understanding of WMS/OMS platforms, ticketing systems, & CRMs. High proficiency with Google Workspace, Slack, ClickUp, & HubSpot. Familiarity with warehouse software & operational tooling is preferred. Communication & Interpersonal Skills Excellent written, verbal, & presentation communication skills. Ability to interface with diverse stakeholders (marketers, technical teams, project managers). Skilled in coaching, conflict resolution, & performance accountability. Analytical & Strategic Thinking Data-driven with experience in KPI metrics, reporting, & continuous improvement. Strong operational judgment & attention to detail. Solution-oriented mindset for solving complex client challenges. Work Style & Execution Strong organizational skills & ability to manage competing priorities. Able to balance technical expertise with business acumen in a customer-centric role. Education Bachelor's degree in Business, Supply Chain, or related field (preferred). Physical, Mental, and Environmental Demands Working in a seated or standing position up to and exceeding eight (8) hours per day. Using a calculator, mouse, and keyboard and viewing computer screens. Using a telephone or virtual telephone via PC. Schedule and Location Schedule: This is a full-time position scheduled to work Monday-Friday, from 7:00am to 3:30pm Pacific time / 10:00am to 6:30pm Eastern time, subject to change by business demands. Location: This position is primarily remote, but must be based in reasonable commuting distance to either the Los Angeles or Indianapolis metropolitan areas as occasional travel to the facility may be required. Compensation Salary: $80,000/annual to $120,00 annual, depending on experience. Medical, Dental, Vision, 401(k), Life, Accident, EAP, PTO, Holidays, Sick Time ShipCalm participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. See more details ************************** Requirements:
    $80k yearly 2d ago
  • Senior Customer Success Manager II

    Toast 4.6company rating

    Customer success manager job in Pasadena, CA

    Toast is driven by building the all-in-one restaurant platform that helps restaurants operate their business, increase sales, engage guests, and keep employees happy. The expectation will be to work 1 - 2 days a week out of the account's office in Pasadena, CA. Bready* to make a change? As a Senior Customer Success Manager, Toast's way of saying an "Account Manager", you serve as the customer's main point of contact, trusted advisor, and drive a wide variety of customer driven initiatives. You are a strong relationship builder, understand a customer's goals and priorities, and translate them into strategic recommendations that will drive a high level of product adoption, satisfaction, referrals and customer retention. To thrive as a Customer Success Manager at Toast, you are flexible, a customer champion, and excel in ambiguous environments! The Enterprise (ENT) segment operates in a highly cross-functional role responsible for a regionally based book of business, ranging from 500+ locations. As a Customer Success Manager, you wear many different hats at once and support one overarching goal to keep customers happy and grow their annual recurring revenue (ARR). About this roll* (Responsibilities) * Own the customer relationship end-to-end from planning stages prior to the roll out, through expansion of the account by proactively identifying gaps, building alignment across stakeholders, and architecting success strategies * Operate with high autonomy to define, build, and iterate processes that drive adoption, retention, and growth across complex, multi-location enterprise customers. * Drive results through disciplined project management, ensuring accountability across internal and customer teams, tracking milestones via shared G-Suite systems, and adapting quickly to changing priorities. * Leverage strategic relationship management to build multi-threaded connections with customer executives and Toast leadership, enabling long-term partnerships and advocacy. * Act as a builder and operator, constantly improving internal playbooks, workflows, and tooling to scale enterprise success motions as Toast continues to grow. * Collaborate cross-functionally with Sales, Product, Marketing, and Operations to remove friction, close feedback loops, and escalate customer challenges to resolution. Do you have the right ingredients*? (Requirements) * 8+ years account management experience * Mid-Market or Enterprise customer management experience * Strong leadership, teamwork, and cross-departmental collaboration skills * Strong communication and presentation skills that meet expectations of corporate teams and C-suite executives. * Success operating independently and navigating competing priorities in a constantly changing environment * General technical proficiency using software * Proven track record of success in meeting and exceeding goals * Excellent communication, organizational, and influencing skills Special Sauce* (Non-essential Skills/Nice to Haves) * Experience providing technology or SaaS solutions to a client base * Restaurant experience * Experience managing customer in Mid-Market, Top SMB, or Enterprise segments * Experience with Salesforce CRM, MS Office, G-Suite, and Slack AI at Toast At Toast we're Hungry to Build and Learn. We believe learning new AI tools empowers us to build for our customers faster, more independently, and with higher quality. We provide these tools across all disciplines, from Engineering and Product to Sales and Support, and are inspired by how our Toasters are already driving real value with them. The people who thrive here are those who embrace changes that let us build more for our customers; it's a core part of our culture. Our Spread of Total Rewards We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters' changing needs. Learn more about our benefits at ******************************************** * Bread puns encouraged but not required The starting pay rate for this role is below. Please note, there is not a range for this role, the number listed below is the rate. Pay Rate $114,000-$114,000 USD Diversity, Equity, and Inclusion is Baked into our Recipe for Success At Toast, our employees are our secret ingredient-when they thrive, we thrive. The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences. We Thrive Together We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: ********************************************* Apply today! Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact candidateaccommodations@toasttab.com. * ----- For roles in the United States, It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $114k-114k yearly 22d ago
  • Client Service Account Manager - Healthcare Payments - Vice President

    Jpmorgan Chase 4.8company rating

    Customer success manager job in Irvine, CA

    If you are passionate about healthcare technology, supporting the needs of your customers, and have a strong desire to be a client-facing strategic account leader, we would love to speak with you about joining our team. As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship Management team. You will be responsible for managing and growing relationships with some of the largest and most prestigious healthcare customers. In this position you will have the opportunity to directly impact revenue retention and revenue growth. You are a self-motivated, proactive, results-oriented candidate who wants to excel and learn in an open, professional, and team-oriented environment. **Job Responsibilities** + Manage large, high profile health systems, ensuring the health and satisfaction of customer relationships. + Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. Serve as the Customer's primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction. + Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction. + Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client leads and executives/C-suite. + Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations. + Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm. + Promotes adoption of InstaMed's solutions across your territory by identifying or promoting opportunities where InstaMed can offer value. + Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner. + Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer. + Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth. + Demonstrate a thorough understanding of InstaMed solutions, products and processes. Demonstrate a thorough understanding of customers EHR systems, and how InstaMed supports and integrates with systems **Required qualifications, capabilities, and skills** + 5 + years of proven success in a revenue-generating role + 5 + years of experience within healthcare, health-tech, and merchant services + Excellent people skills and ability to build relationships with customers. + Sound judgment in setting customer expectations and managing sensitive customer situations. + Excellent organizational skills in daily task management and follow-ups. + Influence without direct authority + Displays strong analytical and problem-solving skills. + Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items. + Travel 25% **Preferred qualifications, capabilities, and skills** + Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience. + Bachelor's degree or higher + Prior work experience in healthcare payment processing + Demonstrates knowledge of healthcare patient accounting systems / practice management systems FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Irvine,CA $95,500.00 - $153,000.00 / year
    $95.5k-153k yearly 25d ago
  • Customer Insight & Engagement Analyst

    Sony Honda Mobility of America

    Customer success manager job in Torrance, CA

    Join Sony Honda Mobility of America Inc. Sony Honda Mobility of America Inc. is a proud subsidiary of Sony Honda Mobility Inc., a 50/50 joint venture between Sony and Honda, headquartered in Tokyo, Japan. Our American headquarters in Culver City, California, established in March 2023, is at the forefront of bringing the innovative electric vehicle, AFEELA, to the US market. AFEELA embodies the essence of "FEEL," creating an interactive relationship where people and mobility connect through advanced sensing and network technologies. At Sony Honda Mobility of America, we are dedicated to moving people through innovative solutions inspired by diversity. Join us in shaping the future of mobility with creativity, technology, and a commitment to excellence. Apply now to make a difference! Position Summary Sony Honda Mobility of America (SHMA) is seeking a data-driven and detail-oriented Customer Engagement Analyst to join our growing Retail Operations team in Torrance, CA. This role will play a key part in shaping how we measure, understand, and improve customer engagement across our AFEELA retail studios and events. As a bridge between data, operations, and experience, you'll monitor retail performance metrics, analyze traffic and conversion trends, and identify actionable insights that enhance both sales efficiency and customer satisfaction. The ideal candidate combines strong analytical acumen with a curiosity for understanding customer behavior-someone equally comfortable in BI tools and on the sales floor observing real-world dynamics. This position offers the opportunity to work cross-functionally with Retail, Marketing, and CRM teams to drive strategic, data-backed decision-making across the business. Job Responsibilities Monitor and analyze daily, weekly, and monthly retail KPIs such as traffic, conversion, demo drives, sales orders, and customer satisfaction. Develop and maintain dashboards and reports using BI tools (e.g., Tableau, Salesforce). Conduct trend, variance, and root-cause analyses to identify performance gaps and improvement opportunities. Collaborate with Retail Operations and Field Leadership to assess store performance, staffing efficiency, and operational throughput. Partner with CRM and Marketing teams to evaluate the impact of campaigns and lead-generation activities on showroom traffic and engagement. Build and maintain integrated data models combining sales, staffing, and customer journey metrics. Support executive reporting by preparing presentations, visualizations, and data summaries for senior management. Ensure data integrity by auditing inputs from multiple systems (POS, CRM, Workforce Management, etc.). Spend 1-2 days per week working on the sales floor to engage customers, observe operations, and ground-truth analyses-translating real-world insights into data-driven recommendations. Required Qualifications for Position Bachelor's degree in Business, Data Analytics, Economics, or a related field. 3-5 years of experience in business analysis, retail operations, or customer experience analytics. Advanced proficiency with Excel/Google Sheets and experience using BI tools such as Tableau, Power BI, or Salesforce Analytics. Strong analytical, visualization, and storytelling skills-able to translate data into insights that influence decisions. Excellent communication and collaboration skills, comfortable working cross-functionally with marketing, retail, and leadership teams. Proven ability to manage multiple priorities in a fast-paced, high-growth environment. Attention to detail and a commitment to data accuracy and operational excellence. Preferred Qualifications for Position Experience in automotive, retail, or direct-to-consumer industries. Familiarity with CRM systems, POS data, and customer-journey mapping. Understanding of EV customer experience and omnichannel retail metrics. Ability to connect analytical findings to business strategy and operational improvements. Additional Details Work Arrangement: On-site at SHMA's Torrance, CA office, with occasional visits to retail locations or events. Travel Requirements: Minimal; occasional local travel to observe retail operations. Visa Sponsorship: Not available for this position. Benefits Comprehensive medical, dental, and vision benefits Flexible Working Policy Paid parental leave 401k Program “Take What You Need” time off policy, with a minimum of 15 days off per year, and holiday breaks Yearly bonuses (subject to eligibility) Company phone (subject to eligibility) Company swag A brand new laptop and monitor Special discounts on Sony products Learning and Development quarterly stipend More to come! The anticipated annual base salary for this position is $85,000-$95,000. This range does not include other compensation components or benefits. The actual base salary offered will depend on factors such as the candidate's qualifications, years of relevant experience, specialized skills, certifications, and work location. Sony Honda Mobility of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy), gender, national origin, citizenship, ancestry, age, physical or mental disability, military status, status as a veteran or disabled veteran, sexual orientation, gender identity or expression, marital or family status, genetic information, medical condition, or any other basis protected by applicable federal, state, or local law, ordinance, or regulation. Disability Accommodation for Applicants Sony Honda Mobility of America provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. For reasonable accommodation requests, please contact us by email at *************************************** Please indicate the position you are applying for. #LI-LS1
    $85k-95k yearly Auto-Apply 27d ago

Learn more about customer success manager jobs

How much does a customer success manager earn in Aliso Viejo, CA?

The average customer success manager in Aliso Viejo, CA earns between $77,000 and $195,000 annually. This compares to the national average customer success manager range of $61,000 to $142,000.

Average customer success manager salary in Aliso Viejo, CA

$122,000

What are the biggest employers of Customer Success Managers in Aliso Viejo, CA?

The biggest employers of Customer Success Managers in Aliso Viejo, CA are:
  1. Field Ai
  2. Kajabi
  3. ETAP Automation
  4. Zuum Transportation
  5. Zuum Transportation Inc.
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