Customer success manager jobs in Citrus Heights, CA - 315 jobs

MDVIP: Transforming Primary Care, One Patient at a Time MDVIP is a national leader in personalized healthcare, empowering over 425,000 members to achieve their health and wellness goals through a network of more than 1,400 concierge primary care physicians. Our program emphasizes preventive medicine, offering comprehensive screenings, advanced diagnostics, and individualized wellness plans. Recognized as a Great Place to Work since 2018, MDVIP is committed to excellence in patient care and employee satisfaction. Position Summary As a Success Manager, you will be responsible for building strong relationships with physicians and Practice Management, driving business outcomes, and ensuring their success with our solutions. You will leverage your medical knowledge and sales expertise to develop tailored strategies that enhance productivity, increase membership, and improve overall Practice performance. Your success will be measured based on membership and revenue growth, member retention, and practice performance. Key Responsibilities Practice Success & Growth Strategy • Develop & Execute Business Plans: Partner with physicians to assess practice performance, identify areas for improvement, and implement strategic initiatives that drive revenue, increase patient membership, and enhance operational efficiency. • Drive Measurable Results: Implement targeted programs to reduce cancellations, increase new memberships, optimize pricing strategies, and streamline operations for long-term success. • Onboarding & Continuous Training: Lead the onboarding of new practices and staff, providing ongoing training and performance coaching to ensure team members deliver an exceptional patient experience. Develop First-Year Growth Plans for all new affiliates and guide established practices through continuous improvement initiatives. • Trusted Advisor & Consultative Engagement: Serve as a strategic business consultant, helping physicians optimize patient engagement, streamline workflows, and leverage best practices to enhance practice outcomes. • Proactive Physician & Staff Engagement: Maintain consistent communication through in-person visits, calls, texts, and emails to ensure alignment with corporate initiatives, resolve concerns efficiently, and encourage participation in growth initiatives. • Operational Best Practices & Adoption: Regularly observe practice operations, identify gaps, and provide hands-on guidance to enhance productivity, service quality, and membership retention. Territory & Account Management • Strategic Territory Growth & Risk Mitigation: Proactively identify at-risk practices, expansion opportunities, and new growth initiatives within the assigned territory. Analyze practice performance and recommend continuous improvement plans based on data-driven insights. • Structured Visit & Engagement Cadence: Conduct regular on-site and virtual office visits, adjusting frequency based on performance assessments. Implement plans for underperforming accounts, ensuring practices meet performance goals and maximize revenue potential. • Collaboration & Resource Optimization: Work cross-functionally with internal teams-including Sales, Marketing, and Corporate Support-to drive territory success. Identify appropriate tools and resources to support affiliates effectively and follow up to ensure problem resolution. • Influence & Leadership in Practice Success: Lead physician engagement efforts, influencing participation in key corporate initiatives such as networking events, practice relocations, and technology implementations (EHR integrations, process optimization, etc.) Accountability & Performance Excellence • Goal-Oriented Execution: Maintain a results-driven approach by tracking key performance metrics, logging progress in CRM (Salesforce), and reporting on milestones and growth opportunities. • Commitment to Professional Growth: Actively participate in weekly team meetings, training sessions, and industry webinars to stay ahead of trends, best practices, and new offerings. • Operational Excellence & Responsiveness: Demonstrate strong organizational skills, critical thinking, and accountability by effectively managing multiple accounts, promptly resolving issues, and continuously refining strategies to drive success. • Ownership & Continuous Improvement: Take responsibility for outcomes, collaborate with internal teams to address challenges proactively, and ensure a continuous feedback loop to improve processes. Key Competencies • Goal-Oriented and Results-Driven: Focuses on achieving goals and getting things done efficiently and effectively. • Trusted Advisor: Builds strong relationships by offering helpful advice and being reliable. • Confident and Unflappable: Stays calm and confident, even in stressful or uncertain situations. • Handles Tough Conversations Well: Can talk through difficult issues honestly and respectfully, without avoiding them. • Collaborative: Works well with others, values teamwork, and helps everyone succeed together. Minimum Qualifications • Bachelor's degree in relevant discipline • Three (3) years related work experience in account management • One (1) year related work experience in sales • Proficient in Microsoft Office, with advanced skills in Outlook and intermediate proficiency in Excel and Word. Basic knowledge of PowerPoint. Preferred Qualifications • Experience working in healthcare, medical sales, or clinic operations. • Experienced with travel and expense reporting tools, mapping software, and CRM systems Why Join MDVIP? • Be part of a mission-driven organization leading innovation in personalized healthcare. • Drive transformation and growth in a dynamic, fast-paced environment. • Competitive compensation: attractive base salary complemented by performance-based incentives for eligible roles. • Comprehensive benefits: health, dental, vision insurance, and retirement plans. • Professional development: access to ongoing training and leadership development programs. • Positive work environment: consistently recognized as a Great Place to Work , fostering a culture of collaboration and excellence. MDVIP is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status. We believe that diversity and inclusion drive innovation and strengthen our company culture. If you require accommodation during the application or interview process, please let us know, and we will be happy to assist. Our compensation reflects the cost of labor across appropriate US geographic markets. Pay is based on several factors including but not limited to market location and may vary depending on job-related knowledge, skills, and education/training and a candidate's work experience. Hired applicants are offered annual incentive compensation programs, subject to applicable eligibility requirements. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance. The company offers the following benefits for this position, subject to applicable eligibility requirements. Medical/prescription drug coverage, Dental coverage, Vision coverage, Flexible Spending Account, Health Savings Account, Dependent Care Flexible Spending Account, Basic and Supplemental Life Insurance & Accidental Death and Dismemberment, Disability Income Protection Plan, Employee Assistance Program, 401(k) retirement program, Vacation, Paid Holidays and Personal time, Paid Sick and Family and Medical Leave time as required by law.

MDVIP: Transforming Primary Care, One Patient at a Time MDVIP is a national leader in personalized healthcare, empowering over 425,000 members to achieve their health and wellness goals through a network of more than 1,400 concierge primary care physicians. Our program emphasizes preventive medicine, offering comprehensive screenings, advanced diagnostics, and individualized wellness plans. Recognized as a Great Place to Work since 2018, MDVIP is committed to excellence in patient care and employee satisfaction. Position Summary As a Success Manager, you will be responsible for building strong relationships with physicians and Practice Management, driving business outcomes, and ensuring their success with our solutions. You will leverage your medical knowledge and sales expertise to develop tailored strategies that enhance productivity, increase membership, and improve overall Practice performance. Your success will be measured based on membership and revenue growth, member retention, and practice performance. Key Responsibilities Practice Success & Growth Strategy * Develop & Execute Business Plans: Partner with physicians to assess practice performance, identify areas for improvement, and implement strategic initiatives that drive revenue, increase patient membership, and enhance operational efficiency. * Drive Measurable Results: Implement targeted programs to reduce cancellations, increase new memberships, optimize pricing strategies, and streamline operations for long-term success. * Onboarding & Continuous Training: Lead the onboarding of new practices and staff, providing ongoing training and performance coaching to ensure team members deliver an exceptional patient experience. Develop First-Year Growth Plans for all new affiliates and guide established practices through continuous improvement initiatives. * Trusted Advisor & Consultative Engagement: Serve as a strategic business consultant, helping physicians optimize patient engagement, streamline workflows, and leverage best practices to enhance practice outcomes. * Proactive Physician & Staff Engagement: Maintain consistent communication through in-person visits, calls, texts, and emails to ensure alignment with corporate initiatives, resolve concerns efficiently, and encourage participation in growth initiatives. * Operational Best Practices & Adoption: Regularly observe practice operations, identify gaps, and provide hands-on guidance to enhance productivity, service quality, and membership retention. Territory & Account Management * Strategic Territory Growth & Risk Mitigation: Proactively identify at-risk practices, expansion opportunities, and new growth initiatives within the assigned territory. Analyze practice performance and recommend continuous improvement plans based on data-driven insights. * Structured Visit & Engagement Cadence: Conduct regular on-site and virtual office visits, adjusting frequency based on performance assessments. Implement plans for underperforming accounts, ensuring practices meet performance goals and maximize revenue potential. * Collaboration & Resource Optimization: Work cross-functionally with internal teams-including Sales, Marketing, and Corporate Support-to drive territory success. Identify appropriate tools and resources to support affiliates effectively and follow up to ensure problem resolution. * Influence & Leadership in Practice Success: Lead physician engagement efforts, influencing participation in key corporate initiatives such as networking events, practice relocations, and technology implementations (EHR integrations, process optimization, etc.) Accountability & Performance Excellence * Goal-Oriented Execution: Maintain a results-driven approach by tracking key performance metrics, logging progress in CRM (Salesforce), and reporting on milestones and growth opportunities. * Commitment to Professional Growth: Actively participate in weekly team meetings, training sessions, and industry webinars to stay ahead of trends, best practices, and new offerings. * Operational Excellence & Responsiveness: Demonstrate strong organizational skills, critical thinking, and accountability by effectively managing multiple accounts, promptly resolving issues, and continuously refining strategies to drive success. * Ownership & Continuous Improvement: Take responsibility for outcomes, collaborate with internal teams to address challenges proactively, and ensure a continuous feedback loop to improve processes. Key Competencies * Goal-Oriented and Results-Driven: Focuses on achieving goals and getting things done efficiently and effectively. * Trusted Advisor: Builds strong relationships by offering helpful advice and being reliable. * Confident and Unflappable: Stays calm and confident, even in stressful or uncertain situations. * Handles Tough Conversations Well: Can talk through difficult issues honestly and respectfully, without avoiding them. * Collaborative: Works well with others, values teamwork, and helps everyone succeed together. Minimum Qualifications * Bachelor's degree in relevant discipline * Three (3) years related work experience in account management * One (1) year related work experience in sales * Proficient in Microsoft Office, with advanced skills in Outlook and intermediate proficiency in Excel and Word. Basic knowledge of PowerPoint. Preferred Qualifications * Experience working in healthcare, medical sales, or clinic operations. * Experienced with travel and expense reporting tools, mapping software, and CRM systems Why Join MDVIP? * Be part of a mission-driven organization leading innovation in personalized healthcare.• Drive transformation and growth in a dynamic, fast-paced environment.• Competitive compensation: attractive base salary complemented by performance-based incentives for eligible roles.• Comprehensive benefits: health, dental, vision insurance, and retirement plans.• Professional development: access to ongoing training and leadership development programs.• Positive work environment: consistently recognized as a Great Place to Work, fostering a culture of collaboration and excellence. MDVIP is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status. We believe that diversity and inclusion drive innovation and strengthen our company culture. If you require accommodation during the application or interview process, please let us know, and we will be happy to assist. Our compensation reflects the cost of labor across appropriate US geographic markets. Pay is based on several factors including but not limited to market location and may vary depending on job-related knowledge, skills, and education/training and a candidate's work experience. Hired applicants are offered annual incentive compensation programs, subject to applicable eligibility requirements. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance. The company offers the following benefits for this position, subject to applicable eligibility requirements. Medical/prescription drug coverage, Dental coverage, Vision coverage, Flexible Spending Account, Health Savings Account, Dependent Care Flexible Spending Account, Basic and Supplemental Life Insurance & Accidental Death and Dismemberment, Disability Income Protection Plan, Employee Assistance Program, 401(k) retirement program, Vacation, Paid Holidays and Personal time, Paid Sick and Family and Medical Leave time as required by law. Responsibilities Practice Success & Growth Strategy • Develop & Execute Business Plans: Partner with physicians to assess practice performance, identify areas for improvement, and implement strategic initiatives that drive revenue, increase patient membership, and enhance operational efficiency. • Drive Measurable Results: Implement targeted programs to reduce cancellations, increase new memberships, optimize pricing strategies, and streamline operations for long-term success. • Onboarding & Continuous Training: Lead the onboarding of new practices and staff, providing ongoing training and performance coaching to ensure team members deliver an exceptional patient experience. Develop First-Year Growth Plans for all new affiliates and guide established practices through continuous improvement initiatives. • Trusted Advisor & Consultative Engagement: Serve as a strategic business consultant, helping physicians optimize patient engagement, streamline workflows, and leverage best practices to enhance practice outcomes. • Proactive Physician & Staff Engagement: Maintain consistent communication through in-person visits, calls, texts, and emails to ensure alignment with corporate initiatives, resolve concerns efficiently, and encourage participation in growth initiatives. • Operational Best Practices & Adoption: Regularly observe practice operations, identify gaps, and provide hands-on guidance to enhance productivity, service quality, and membership retention. Territory & Account Management • Strategic Territory Growth & Risk Mitigation: Proactively identify at-risk practices, expansion opportunities, and new growth initiatives within the assigned territory. Analyze practice performance and recommend continuous improvement plans based on data-driven insights. • Structured Visit & Engagement Cadence: Conduct regular on-site and virtual office visits, adjusting frequency based on performance assessments. Implement plans for underperforming accounts, ensuring practices meet performance goals and maximize revenue potential. • Collaboration & Resource Optimization: Work cross-functionally with internal teams-including Sales, Marketing, and Corporate Support-to drive territory success. Identify appropriate tools and resources to support affiliates effectively and follow up to ensure problem resolution. • Influence & Leadership in Practice Success: Lead physician engagement efforts, influencing participation in key corporate initiatives such as networking events, practice relocations, and technology implementations (EHR integrations, process optimization, etc.) Accountability & Performance Excellence • Goal-Oriented Execution: Maintain a results-driven approach by tracking key performance metrics, logging progress in CRM (Salesforce), and reporting on milestones and growth opportunities. • Commitment to Professional Growth: Actively participate in weekly team meetings, training sessions, and industry webinars to stay ahead of trends, best practices, and new offerings. • Operational Excellence & Responsiveness: Demonstrate strong organizational skills, critical thinking, and accountability by effectively managing multiple accounts, promptly resolving issues, and continuously refining strategies to drive success. • Ownership & Continuous Improvement: Take responsibility for outcomes, collaborate with internal teams to address challenges proactively, and ensure a continuous feedback loop to improve processes.

About us At Auctane, we are united by a passion to help businesses deliver - whatever their size, wherever they are, and however they operate. We make it possible for businesses to meet the ever-changing requirements of their industry and customer expectations. Auctane products enable hundreds of thousands of businesses to annually mail and ship billions of items - over $200 billion worth - to recipients around the globe. The Auctane family of mailing and shipping software products includes ShipStation, Stamps.com, ShipStation API, Metapack, GlobalPost, and Packlink. Our partners include Amazon, UPS, USPS, eBay, BigCommerce, Shopify, WooCommerce, and Walmart. Our values Win as One. Delight Customers. Deliver Great Outcomes. About the role The primary purpose of the Field Customer Success Manager position is to build and maintain strong relationships with our most strategic customers. Customer Success Managers (CSMs) learn their customer's business goals and help them achieve those goals through the use of Auctane products and services. CSMs look for opportunities to make a customer's account as efficient as possible through workflow consultation and optimization, as well as look for potential areas of monetization. CSMs help their customers understand how to grow their business through more strategic use of Auctane's products. Responsibilities include maintaining a strong knowledge of ShipStation and E-Commerce, specifically in regard to carrier choice and understanding what services yield the highest return in company monetization. Field CSMs perform these functions while embedded in the market they serve which allows them to meet with their customer face to face as often as needed. Being based in the market they serve better enables them to build strong trust and prevent customer and revenue churn. This field position is remote and candidates should be based in the Sacramento or San Jose Metro Area. Salary Range for CA applicants is: $124,000 OTE. Travel Requirements: Spend 3-4 days per week physically with customers at their shipping locations Travel to Auctane's home office or other training/meeting locations within the US 2-4 times per year. Sales Perks: 🌴 Fully Paid Annual International President's Club Trip (Auctane Employee Plus One) 🌐 Exciting and Motivating Annual Global Revenue Kick Off Week at HQ in Austin, TX 💰Competitive Compensation Packages About the team The Customer Success department's purpose is to to build and maintain strong relationships with our most strategic and highest revenue producing customers. The team provides customers with exceptional service and technical expertise in shipping, logistics, software and hardware. The department drives retention, increases merchant shipments by saving them time and money, and helps the business to grow profitable revenue by recommending and implementing Auctane products and services. What will you be doing? Drive Customer Success Outcomes: Research and analyzes current accounts for signs of workflow deficiencies and process optimization, potential for increased product adoption, and churn mitigation. Leverage customer health data, adoption, utilization, & complexity scoring to drive prioritization of field efforts and overall impact into your portfolio. Utilize knowledge of ShipStation's new and existing features and integrations through release notes, documentation, and training to consult with customers. Travel to customer locations (3 days / week) to conduct discovery and provide in-person guidance and partnership based on findings from data sources mentioned above. Use critical thinking to resolve issues and communicate functionality of the application to users. Identify Customer Growth Opportunities: Contact and meet with customers on a weekly basis to inform them of potential savings and changes in their account that will benefit their process as well as what they are spending with their carriers, and ideally drive additional monetization to Auctane. Knowledge of best practices in shipping given the customer's selling vertical. Knowledge of carriers and the shipping industry of the current day. Ability to communicate complex carrier information in a way that is consumable to the customer. Ability to conduct research and discovery in the spirit of spotting cost savings opportunities that reflect potential monetization opportunities to Auctane. Enhance Customer Experience via Internal Collaboration: Collaborate with other departments to ensure the customer experience is seamless. Ability to clearly articulate and define issues and expectations, with all necessary details and through the lens of the voice of the customer. Partner with Sales to identify existing client growth opportunities within your assigned territory Collaborate as needed with Support, Technical Escalation, Product, and/or Engineering as needed for critical customer escalations and representing the voice of the customer. Contribute to Content Marketing efforts to drive brand/product awareness and accelerate customer acquisition by identifying opportunities for customer stories, case studies, and quotes. What are we looking for? Four or more (4+) years of account management and/or customer service experience Proven experience managing SMB customers in a scaled (or pooled) motion. Has experience leading regular in-person customer visits Experience with B2B or SaaS software preferred Optional, but a plus: Direct experience working at or with shipping carriers (e.g., UPS, USPS, FedEx) and eCommerce (e.g., Amazon, Shopify, Etsy) and/or knowledge of shipping regulations and procedures. High School Diploma or G.E.D required Based locally in territory. Field CSMs perform these functions while embedded in the market they serve which allows them to meet with their customer face to face as often as needed. Being based in the market they serve better enables them to build strong trust and prevent customer and revenue churn. The Tech Salesforce Zoom Zendesk JIRA Slack G Suite Looker What do we offer? 🛬Take the reins of your time off with our Flex Time Off policy - because work-life balance should always be in your hands! 🌅 We offer 12 paid holidays for all of our US employees! 💰401k employer matching program - because your future deserves a friendly boost! ⭐️We conduct annual merit reviews to recognize and reward your hard work and achievements. 🏐 Health and Wellness: The well-being of our team is super important to us. Choose from different options that include medical, dental, and vision plans. 🧠Employee Assistance Program. We offer up to 8 free mental health sessions. 💪🏽We offer gym discounts to help you stay fit and healthy! 📚We offer education reimbursement to all employees, ensuring that you can pursue your educational goals while excelling in your career with us. Invest in your future and let us support your growth every step of the way. 🔗 Employee Referral Program! We reward employees helping us find top talent! 💜 An inclusive and upbeat work environment. The personality and opinions of each of our team members are important and valid; we aim to offer all employees a safe environment where they can be themselves and thrive. 🏢 Attractive HQ in the heart of central Austin, Texas. Additional Position Duties: (The following is a list of what all employees, except those with medical accommodation, may be regularly required to do.) Sit for prolonged periods of time Utilize wrist and hands for a prolonged period of time Walk short distances Stand for short periods Speaking and conversing with others Lift up to 25lbs without assistance up to chest height Equal Opportunity Employer/Veterans/Disabled If you are based in California, we encourage you to read this important information about the ShipStation Privacy Policy for California residents linked here.

Customer Success Manager SimpliGov is a high-growth tech start-up listed on the GovTech 100 as one of the most influential technology companies addressing the US government. Our cloud-based government modernization platform empowers state and local organizations to rapidly improve constituent and employee experiences through online forms and workflow automation. We are a no-code solution that integrates with existing backend systems, enabling lightning-fast implementations that deliver modern and efficient government services. Role: As a Customer Success Manager (CSM) at SimpliGov, you will be a trusted partner helping our government customers achieve their strategic objectives and realize maximum value from their investment in SimpliGov. You will manage a portfolio of strategic accounts, ensuring customer satisfaction, retention, and expansion, while fostering long-term executive relationships. Acting as the voice of the customer, you will work cross-functionally with Product, Engineering, Professional Services, Marketing, and other teams to align customer needs with SimpliGov's innovation and delivery. This role requires a balance of strategic consulting, technical acumen, and program management. You must be comfortable engaging with C-level executives, department heads, and technical project leads, while also diving deep into product functionality to provide expert guidance. The ideal candidate is proactive, data-driven, and passionate about driving digital transformation in the public sector. Responsibilities Drive customer health, business alignment, and measurable value through ongoing engagement and achievement of customer outcomes. Serve as a trusted advisor to executive sponsors, program managers, and technical leads. Lead customer success planning, including adoption strategies, QBRs, and value realization roadmaps. Proactively identify expansion and upsell opportunities in partnership with Sales. Serve as a program manager for customer escalations, product enhancement requests, and strategic initiatives. Facilitate workshops and training sessions to showcase the full value of SimpliGov. Establish and manage regular communication cadences (weekly, monthly, quarterly) with clients, presenting dashboards, adoption metrics, and program updates. Partner with technical and business teams to drive adoption and ensure successful outcomes. Monitor customer utilization and recommend new features and best practices to maximize subscription value. Advocate for customers by influencing product roadmaps and ensuring their feedback is incorporated into SimpliGov's evolution Partner with Sales on renewals and expansion opportunities. Maintain up-to-date knowledge of SimpliGov's platform, industry best practices, and digital government trends. About You 5+ years relevant, client-facing experience in customer success, account management, or consulting (required) Strong background working with government or public sector clients (required). Proven ability to influence senior stakeholders and present strategic recommendations to executives. Strong project management skills with a track record of managing complex, multi-stakeholder initiatives Experience with SaaS/cloud-based applications and digital transformation programs. Excellent communication, presentation, and interpersonal skills. Demonstrated ability to create and execute adoption and success plans that drive measurable business outcomes Skilled in developing product use cases and guiding customers on best practices. Highly organized with exceptional follow-through and the ability to balance multiple priorities in a fast-paced environment. Passionate about public service and improving citizen experiences through technology. Why Join SimpliGov? SimpliGov is dedicated to enabling digital transformation in the public sector through its award-winning workflow automation and secure forms management platform, enjoying significant success across a growing national list of public sector customers. We are privately owned, utilize the latest technology, and bring integrity and humility to our mission of enabling modern and efficient government services. In addition to a competitive base and OTE earnings packages, we also offer: Medical, dental, and vision insurance. Technology and transportation expense reimbursements. Health club membership. 401K with company matching. Freedom paid time-off policy. The US base salary range for this full-time position is $75,000-$120,000 + benefits. 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 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. SimpliGov does not currently sponsor applicants for work visas. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability. SimpliGov participates in the federal government's E-Verify program, which confirms employment authorization of all newly hired employees and most existing employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. For new hires, the E-Verify process is completed in conjunction with the Form I-9 Employment Eligibility Verification on or before the first day of work. E-Verify is not used as a tool to pre-screen candidates.

Customer Success Manager (Equity-Based) Category: Flexible, Part-time (15 hours) to Full-time (40 hours) Reports to: VP, Sales Compensation: Fair Market Value, Equity-Based Compensation Model Welcome to the forefront of transformational change. At SOULCHI, we are driven by a vision that blends virtues-based leadership, conscious growth, and a commitment to the United Nations Sustainable Development Goals. As an equity-based startup team member, you're not just joining a team; you're embarking on a journey to shape a more harmonious and sustainable world. We believe that true progress stems from the fusion of innovation and values, and that's exactly what you'll find here - a dynamic environment where your talents will thrive, your ideas will flourish, and your impact will resonate far beyond. Join us in rewriting the narrative of leadership and making a lasting difference that echoes through generations. Role Overview: As a Customer Success Manager, you will be the primary point of contact for our customers, ensuring they receive the highest level of service and support. You will work closely with clients to understand their needs, facilitate product adoption, and drive customer satisfaction and retention. You will also collaborate cross-functionally with various internal teams to provide customer support, feedback and training while identifying additional sales opportunities. Responsibilities: Onboarding: Guide new customers through the onboarding process, ensuring they are set up for success with our software. Relationship Management: Build strong, long-lasting relationships with strategic customers to understand their business goals and challenges. Support & Training: Provide ongoing support and training to customers, helping them maximize the value of our products. Feedback Loop: Gather customer feedback and communicate insights to the product development team to influence future product enhancements. Renewals & Upselling: Monitor customer health metrics and drive renewals and upsell opportunities. Reporting: Track and report on customer success metrics and KPIs. Qualifications: Bachelor's Degree Required Experience: 5+ years' experience working in Customer Success, Account Management, Client Services, or other similarly customer-centric role in a SaaS environment. Communication Skills: Excellent verbal and written communication skills; ability to convey complex concepts clearly. Problem-Solving: Strong analytical and problem-solving abilities, with a customer-centric mindset. Technical Aptitude: Familiarity with SaaS products and a willingness to learn new technologies quickly. Team Player: Ability to work collaboratively across teams and departments including product, marketing, sales and the executive team. Equity-Based Compensation Opportunity: As part of the SOULCHI team, you'll take part in our equity-based compensation model, aligning your success with the success of our business. After much research we have found the fairest equity model for a startup. We use the Slicing Pie model. First phase is equity-based only, which we are currently in. Equity calculations move dynamically based on your fair market rate and actual number of hours worked. In the second phase, which happens at the break-even point, the equity freezes at each member's current earned percentage and compensation switches to salary + benefits. Your equity percentage gets paid out annually as part of the profit sharing. This is more than a job; it's an opportunity to own a piece of the future. We request you only apply for this position if you believe an equity-based model is the perfect fit for you. A more detailed explanation from the professor who created the model can be found on Youtube, "Pie Slicer Equity Split Software" by Slicing Pie. We understand the importance of work-life balance and recognize that each individual has unique scheduling needs. As such, we offer flexibility in working hours for the Customer Success Manager (Equity-Based) role, with the opportunity to work anywhere between 15 to 40 hours per week, depending on the candidate's availability and suitability for the role. Thank you for considering SOULCHI as your future employer. How to Apply: To apply, please submit your resume and a cover letter detailing your alignment with our mission and the value you can bring to our team. Join our passionate team and be part of a transformative journey to spread virtues, create social impact, and contribute to a more loving and peaceful world. Together, we can harness the power of technology to bring the truth of oneness to the center of societies worldwide.

Kennedy Jenks is seeking an experienced and collaborative Client Services Manager to join our growing team in Northern California. This key role will contribute to the growth and success of our client relationships by developing strategies, assembling teams, and executing plans to deliver KJ's services efficiently. In addition, the role includes project management responsibilities to ensure adherence to company standards and timelines. Key Responsibilities: Business Development: Lead new business pursuits and achieve sales targets by cultivating, establishing, and maintaining strong client and partner relationships. Project Delivery: Ensure successful project delivery and financial goal attainment by optimizing operational efficiency. Oversee the execution of multiple projects, ensuring they meet scope, schedule, and budget requirements. Team Leadership: Lead one or more client service teams, coordinating resources and activities to connect people to projects and ensure high-quality project outcomes. Project Management: Serve as Deputy Project Manager or Project Manager for various projects, working under the guidance of the PM or Client Service Director, with full responsibility for scope, schedule, and budget. Client Engagement: Lead client presentations, proposals, and strategy formulation. Collaborate with the Marketing & Proposals team to drive successful business development efforts. Qualifications: Education: Bachelor's and/or Master's degree in Civil or Environmental Engineering, or a similar engineering field. Experience: 10+ years of experience in water/wastewater engineering consulting with a proven track record of success in business development. Licensure: Professional Engineer (PE) license required. Technical Skills: Proficiency with Microsoft Office products and familiarity with Client Relationship Management (CRM) tools. Client Service: Demonstrated ability to provide excellent client service, manage relationships, and understand client needs. Communication Skills: Strong writing, editing, and research skills with the ability to effectively communicate complex ideas. Problem Solving: Strong analytical and problem-solving abilities. Travel: Ability to travel within the Northern California area to project sites, client visits/meetings, and other Kennedy Jenks offices as needed. Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work, with a minimum of two days per week in the office. This approach empowers our people to thrive, collaborate, and achieve their full potential. Salary Range for this position is anticipated to be between $170,000 and $240,000, depending on education, experience, qualifications, licensure/certifications, and geographic location. This position is eligible for performance and incentive compensation. Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs. #LI-Hybrid

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 acting as the voice of the customer, provide 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, ability to adapt quickly, 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 . How to Apply Interested? Submit your application here ********************************************* . We can't wait to hear from you! 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. 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. 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 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.

Full-time Description Summary: The Client Manager 1 works closely with the Account Executive to service a portion of the BRMS client base. The Client Manager 1 is the day-to-day point of contact for each client account. The CM 1 strives to ensure service levels and expectations are being met by executing regular and proactive communication with all client administration and upper level on a day-to-day basis. Essential Duties and Responsibilities include the following. Other duties may be assigned. Organize regularly scheduled communications with all existing clients and internal contacts to determine how BRMS can meet their business needs. Review accounts on a monthly basis. Build strong relationships with clients' HR teams, senior managers, and other key stakeholders. Manage BRMS client and benefit plan renewals from beginning-to-end with input from the AE. Responsible for obtaining and revising necessary information on the account and completing all activity as required. Work on new client implementations. Prepare, Manage and understand and provide critical review of monthly reports Ensure execution of contract and any renewal adjustments by working with finance and sales. Exhibit strong technical knowledge of industry, products, and compliance requirements, including plan deductibles and dates Work internally to create and maintain plan documents. Mediate between client and carrier. Create and update plan documents during and after Implementation Create and update ID cards during and after Implementation Maintain PPO Network contract application and Plan Cost Reports Respond to Anthem Blue Cross Utilization Management update requests Appropriately escalate issues and opportunities to Upper Management as need be. Provides feedback to assist in the creation of performance improvement goals and development of training programs. Ensure proper handling of customer issues and concerns. Conduct ongoing training to team members to make certain the quality of service delivered to BRMS customers achieves and exceeds company and productivity standards. Review daily and monthly reports, transactions, and trends, and provide feedback to team members and Upper Management Performs other duties and responsibilities as assigned by Management. Supervisory Responsibilities: This job has no supervisor responsibilities Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High School Degree or G.E.D.; and minimum of two years experience working in a related Customer Support Role; or equivalent combination of education, training, and/or experience in self-funded employee benefits industry, which demonstrates ability to perform the outlined duties above. Language Skills: Ability to read, speak, and write effectively in English. Ability to interpret documents such as safety rules, memos, letters, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position. Mathematical Skills: Ability to add and subtract, multiply and divide with 10's and 100's. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Certificates, Licenses, Registrations: Valid, class C license in state working with no adverse driving record. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit for extended periods in front of a computer. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and use hands to finger, handle, or feel. The employee may frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. This position requires the employee to work in the office. Salary Description $25.00 - $27.00 DOE

Job Description Dice Development Group is seeking enthusiastic and dependable individuals to join our team as Entry Level Customer Engagement Associates. This is an in-person, customer-facing role supporting our clients through retail sales, promotional events, and customer interaction within local retail locations. This position is perfect for applicants who enjoy working directly with people, want hands-on experience in retail, customer service, and sales, and are looking for a company that offers paid training, career growth, and a supportive team environment. Responsibilities Greet and engage customers face-to-face in a retail environment Promote client products and services through in-store demonstrations and conversations Support daily retail sales and customer outreach Maintain brand professionalism and represent clients in a positive manner Collaborate with team members and managers to meet sales goals Requirements Retail, customer service, or sales experience is a plus (not required) Strong communication and people skills Positive attitude and willingness to learn (student mentality) Comfortable working onsite, speaking with customers, and performing face-to-face interaction Team player with strong problem-solving skills What We Offer Competitive base pay + performance-based bonuses Paid, hands-on training Leadership development and advancement opportunities Fun, supportive, and energetic work environment Opportunities for travel and company events Merit-based promotions and career growth pathways

Red Leaf Developments, Inc. Client Success Manager Our office is located in Loomis, CA. Candidates must be willing / able to commute to the Loomis area. Red Leaf Developments, Inc. is a design-build firm redefining the standard for outdoor living environments. Specializing in high-end residential and commercial pool and landscape design/construction, our vision is to deliver personalized, innovative spaces that enhance our clients' daily lives. We're seeking a Client Success Manager to deliver an exceptional client experience from groundbreaking to project completion. This role serves as the main point of contact for clients, ensuring clear communication, smooth coordination with the build crew and office team, and successful project delivery. Working closely with the Project Manager, the Client Relations Manager helps oversee schedules, budgets, and quality standards to maintain Red Leaf's reputation for excellence. Key Responsibilities: Act as the primary liaison between clients and the construction team, providing the highest level of service to Red Leaf clients throughout the build phase of their project. Ensure Red Leaf delivers on its commitments by anticipating and resolving issues while upholding company standards and maintaining clear, professional communication. Protect the project's integrity by reinforcing agreed-upon scopes, timelines, and deliverables with the client and bridging the gap with the construction and finance teams to adjust the project scope and budget as necessary. Provide regular updates and coordinate with the Project Manager on schedules and budgets. Support material and finish selections with the design team. Coordinate subcontractors and vendors to keep projects on track. Track project performance and identify opportunities for improvement. Qualifications: 3+ years of experience in construction project management required. Experience in pool, landscape, or hardscape construction preferred. Strong communication, organization, and problem-solving skills. Proficient in Smartsheets, Google Workspace, and Excel/Sheets. Professional, client-focused, and aligned with Red Leaf's values of quality, integrity, and collaboration. Physical Requirements: The ability to lift/move up to 80 pounds, the ability to stoop, crawl, kneel, bend at the neck and waist, twist at the neck and waist, grasp, use fine manipulation, reach above shoulder height, lift, sit, and stand for long periods of time (up to 10 hours per day). All applicants must be willing to submit to drug and background tests. Compensation & Benefits: Annual salary of $90,000 - $120,000, based on experience and qualifications 401(k) retirement plan Health benefits (contribution to plan of choice) Paid time off and holiday Full time, year round employment Company Vehicle and Laptop provided Cell phone reimbursement

MDVIP: Transforming Primary Care, One Patient at a Time MDVIP is a national leader in personalized healthcare, empowering over 425,000 members to achieve their health and wellness goals through a network of more than 1,400 concierge primary care physicians. Our program emphasizes preventive medicine, offering comprehensive screenings, advanced diagnostics, and individualized wellness plans. Recognized as a Great Place to Work since 2018, MDVIP is committed to excellence in patient care and employee satisfaction. Position Summary As a Success Manager, you will be responsible for building strong relationships with physicians and Practice Management, driving business outcomes, and ensuring their success with our solutions. You will leverage your medical knowledge and sales expertise to develop tailored strategies that enhance productivity, increase membership, and improve overall Practice performance. Your success will be measured based on membership and revenue growth, member retention, and practice performance. Key Responsibilities Practice Success & Growth Strategy • Develop & Execute Business Plans: Partner with physicians to assess practice performance, identify areas for improvement, and implement strategic initiatives that drive revenue, increase patient membership, and enhance operational efficiency. • Drive Measurable Results: Implement targeted programs to reduce cancellations, increase new memberships, optimize pricing strategies, and streamline operations for long-term success. • Onboarding & Continuous Training: Lead the onboarding of new practices and staff, providing ongoing training and performance coaching to ensure team members deliver an exceptional patient experience. Develop First-Year Growth Plans for all new affiliates and guide established practices through continuous improvement initiatives. • Trusted Advisor & Consultative Engagement: Serve as a strategic business consultant, helping physicians optimize patient engagement, streamline workflows, and leverage best practices to enhance practice outcomes. • Proactive Physician & Staff Engagement: Maintain consistent communication through in-person visits, calls, texts, and emails to ensure alignment with corporate initiatives, resolve concerns efficiently, and encourage participation in growth initiatives. • Operational Best Practices & Adoption: Regularly observe practice operations, identify gaps, and provide hands-on guidance to enhance productivity, service quality, and membership retention. Territory & Account Management • Strategic Territory Growth & Risk Mitigation: Proactively identify at-risk practices, expansion opportunities, and new growth initiatives within the assigned territory. Analyze practice performance and recommend continuous improvement plans based on data-driven insights. • Structured Visit & Engagement Cadence: Conduct regular on-site and virtual office visits, adjusting frequency based on performance assessments. Implement plans for underperforming accounts, ensuring practices meet performance goals and maximize revenue potential. • Collaboration & Resource Optimization: Work cross-functionally with internal teams-including Sales, Marketing, and Corporate Support-to drive territory success. Identify appropriate tools and resources to support affiliates effectively and follow up to ensure problem resolution. • Influence & Leadership in Practice Success: Lead physician engagement efforts, influencing participation in key corporate initiatives such as networking events, practice relocations, and technology implementations (EHR integrations, process optimization, etc.) Accountability & Performance Excellence • Goal-Oriented Execution: Maintain a results-driven approach by tracking key performance metrics, logging progress in CRM (Salesforce), and reporting on milestones and growth opportunities. • Commitment to Professional Growth: Actively participate in weekly team meetings, training sessions, and industry webinars to stay ahead of trends, best practices, and new offerings. • Operational Excellence & Responsiveness: Demonstrate strong organizational skills, critical thinking, and accountability by effectively managing multiple accounts, promptly resolving issues, and continuously refining strategies to drive success. • Ownership & Continuous Improvement: Take responsibility for outcomes, collaborate with internal teams to address challenges proactively, and ensure a continuous feedback loop to improve processes. Key Competencies • Goal-Oriented and Results-Driven: Focuses on achieving goals and getting things done efficiently and effectively. • Trusted Advisor: Builds strong relationships by offering helpful advice and being reliable. • Confident and Unflappable: Stays calm and confident, even in stressful or uncertain situations. • Handles Tough Conversations Well: Can talk through difficult issues honestly and respectfully, without avoiding them. • Collaborative: Works well with others, values teamwork, and helps everyone succeed together. Minimum Qualifications • Bachelor's degree in relevant discipline • Three (3) years related work experience in account management • One (1) year related work experience in sales • Proficient in Microsoft Office, with advanced skills in Outlook and intermediate proficiency in Excel and Word. Basic knowledge of PowerPoint. Preferred Qualifications • Experience working in healthcare, medical sales, or clinic operations. • Experienced with travel and expense reporting tools, mapping software, and CRM systems Why Join MDVIP? • Be part of a mission-driven organization leading innovation in personalized healthcare. • Drive transformation and growth in a dynamic, fast-paced environment. • Competitive compensation: attractive base salary complemented by performance-based incentives for eligible roles. • Comprehensive benefits: health, dental, vision insurance, and retirement plans. • Professional development: access to ongoing training and leadership development programs. • Positive work environment: consistently recognized as a Great Place to Work , fostering a culture of collaboration and excellence. MDVIP is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status. We believe that diversity and inclusion drive innovation and strengthen our company culture. If you require accommodation during the application or interview process, please let us know, and we will be happy to assist. Our compensation reflects the cost of labor across appropriate US geographic markets. Pay is based on several factors including but not limited to market location and may vary depending on job-related knowledge, skills, and education/training and a candidate's work experience. Hired applicants are offered annual incentive compensation programs, subject to applicable eligibility requirements. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance. The company offers the following benefits for this position, subject to applicable eligibility requirements. Medical/prescription drug coverage, Dental coverage, Vision coverage, Flexible Spending Account, Health Savings Account, Dependent Care Flexible Spending Account, Basic and Supplemental Life Insurance & Accidental Death and Dismemberment, Disability Income Protection Plan, Employee Assistance Program, 401(k) retirement program, Vacation, Paid Holidays and Personal time, Paid Sick and Family and Medical Leave time as required by law.

Varsity is an MSP and AI Technology Services company that assists social good companies in healthcare, non profit, education, and startups. Our services have been developed to help customers adopt AI and Data intelligence technologies, improve productivity of staff, lower costs, and address cybersecurity compliance and risk management. At Varsity Technologies, we go beyond traditional account management. Our Client Success Managers (CSMs) are strategic partners who help mission-driven organizations leverage technology to achieve their goals. Acting as trusted advisors, CSMs understand both the business and technical landscape, ensuring clients realize the full value of their IT investments while advancing technology maturity and security posture. This role combines relationship management, strategic planning, and operational excellence. You'll collaborate across teams, educate clients, and proactively solve problems - not just sell solutions. If you thrive in a dynamic environment and want to make a social impact through technology, this is the role for you. Responsibilities Strategic Client Engagement (30%) * Build and maintain strong, long-lasting relationships with client stakeholders and executive sponsors. Minimize retention rate. * Lead Budget Planning Meetings and IT Ops Meetings to align technology initiatives with business goals, revise client's progresses and opportunities open/closed. * Act as a trusted advisor by understanding client strategies, challenges, and mapping these to Varsity's service offerings. * Prepare proposals, quotes, and lead renewal discussions. Project & Service Coordination (30%) * Identify and manage client requests for new projects, products, trainings, appdev and services. * Collaborate internally and externally to ensure successful project delivery and technology roadmap opportunities execution, aligning client initiatives effectively with annual goals. * Supervise Vendors management. * Lead onboarding and post-onboarding activities, including end-user training. Client Success & Retention (40%) * Conduct recurring success calls to review goals, metrics, and service performance. * Monitor client compliance with Varsity's standards and proactively address challenges. * Drive account growth through upselling and cross-selling aligned with client needs. * Track and report on client satisfaction, retention, and portfolio growth. Key Performance Indicators (KPIs) * Client Retention Rate. * Client Satisfaction Score (CSAT). * Revenue growth and service adoption. * Client subscription renewal rate. * Strategic engagement frequency.

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Position Summary: The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Principal Responsibilities: Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution. Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations. Manage all policy activity aspects of assigned accounts Present risks to the insurance marketplace for quoting, as needed Communicate clear expectations to the client regularly, professionally, and proactively. Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Conduct effective enrollment meetings, as needed with prepared collateral Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client. Cultivate strong relationships with clients and insurance company partners Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership Education, Experience, Skills and Abilities Requirements: Strong presentation skills, both verbal and written communications Current state License required Bachelor's degree preferred plus 2+ years of related experience Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems Demonstrates firm's core values, exuding behavior that is aligned with corporate culture PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY: Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution. Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations. Manage all policy activity aspects of assigned accounts Present risks to the insurance marketplace for quoting, as needed Communicate clear expectations to the client regularly, professionally, and proactively. Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Conduct effective enrollment meetings, as needed with prepared collateral Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client. Cultivate strong relationships with clients and insurance company partners Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership The starting pay is $85,000 annually. Salary is negotiable upon time of hire. #LI-SB1 #LI-HYBRID IND1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

**Why UKG:** At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do. We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters-and so do you. **About the Team:** Our Services and Distribution Enterprise team is a dynamic group of talented, collaborative professionals who work closely to align customers' goals with our broad set of products. We pride ourselves on fostering a supportive and innovative environment where every team member is encouraged to contribute their unique skills and expertise. Together, we strive to exceed customer expectations and drive significant business growth. **About the Role:** The Enterprise Customer Account Manager will be focused on selling into Enterprise Services and Distribution named accounts in an assigned geographic territory. This position requires an individual who can successfully build and grow existing customer relationships selling our full suite of products. A successful candidate will need to use consultative selling skills to clearly understand customer/prospect business requirements and recommend the best UKG software solution to meet their business objectives. **Key Responsibilities:** + Strengthen and expand customer relationships through regular and frequent face-to-face interactions designed to drive sales growth. + Attend industry events, trade shows, and conferences relevant to your customer base. + Proactively develop, utilize, and maintain a deep understanding of the customer's industry. + Advise, consult, and support customers on best and next practices in the utilization and expansion of services. + Develop and maintain a "greenspace" heatmap and run strategic sales campaigns to drive pipeline and bookings in assigned accounts. + Collaborate with internal stakeholders to develop and maintain Annual Account Plans and Relationship Maps for each assigned account. + Build strong executive relationships (CHRO, CIO, CFO, COO, etc.) across the account. + Leverage your sales management team, UKG executive sponsors, and in-person meetings to strengthen these relationships. + Conduct at least two in-person business reviews with the customer annually, covering adoption, support, and roadmap discussions. + Share new product offers and innovations during business reviews to drive sales. + Monitor account health, identify risks, and collaborate on Save Plans with appropriate teams. + Maintain accuracy of account contacts and sentiment in SFDC, including a rolling four-quarter pipeline. **Basic Qualifications:** + At least 8 years of experience driving full cycle sales management process + Proven experience with a mix of transactional and strategic deals, ranging from 9-12 month sales cycles. + Demonstrated ability to consistently exceed a $1 million+ quota year over year, maintaining a pipeline three times the quota. + Experience selling SaaS solutions, preferably in HCM, WFM, Payroll, or ERP **Preferred Qualifications:** + Proven track record of building and growing customer relationships in an Enterprise territory. + Experience building strong executive relationships (CHRO, CIO, CFO, COO, etc.) across the account. + Strong consultative selling skills with the ability to understand customer/prospect business requirements. + Excellent communication and presentation skills. + Ability to work collaboratively with internal stakeholders and leverage executive relationships. + Experience with Sandler, Challenger, Powerbase Selling methodology or similar Sales methodology + Superior negotiation, written and verbal communication skills + Up to 50% travel **Equal Opportunity Employer: ** UKG is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws. View The EEO Know Your Rights poster (************************************************************************************************** and its **supplement** . UKG participates in E-Verify. View the E-Verify posters here (******************************************************************************************** . 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. **Disability Accommodation in the Application and Interview Process:** For individuals with disabilities that need additional assistance at any point in the application and interview process, please email ****************** . **Pay Transparency:** The base salary range for this position is $170,000 annually; however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for commissions and restricted stock unit awards as part of total compensation. Information about UKG's comprehensive benefits can be reviewed on our careers site at *************************** It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.

Job Description As a critical member of a dynamic, growing pharmaceutical services company, you will be vital in the company's success! The Account Manager of Client Services cultivates and maintains an on-going strategic relationship with their clients. They are responsible for the ensuring customer satisfaction with pharmacy services, issue resolution and overall retention of their clients. The ideal candidate has experience in client retention in a long-term care pharmacy setting. This position requires entails 80% travel between the Sacramento, CA and Reno, NV areas. Applicants should reside within that territory and must have a valid Driver's License. Schedule: This is a salaried position, working Monday - Friday. Per business needs, you may need to work a weekend, but this is rare. We offer: Flexible schedules Competitive pay Shift differential Health, dental, vision and life insurance benefits Company paid STD and LTD Tuition Assistance Employee Discount Program 401k Paid-time off Tuition reimbursement Non-retail/Closed-door environment Our Pharmacy group focuses on providing exceptional customer service and meeting the pharmacy needs for hospitals, rehabilitation hospitals, long-term acute care hospitals, and other specialized care centers nationwide. If your passion is service excellence and top-quality care come join our team and apply today! This position will be posted for a minimumof 8 days Responsibilities Builds strong partnerships with clients through consultation and collaboration for the sustained success and growth of their organizations Accountable for all aspects of client relationships; primary go-to person for your client base Engages with all levels across the organization to discuss issue resolution, growth opportunities and overall pharmacy performance in the Monthly/Quarterly Business Reviews (QBR's) and Pharmacy Optimization Services (PSOP's) Leads client contract renewal process in collaboration with other key PharMerica stakeholders Owns the client issue escalation and resolution process. Working directly with key internal partners, achieves timely responses on all issues along with setting proper expectations for clients Manages their client base through the company's CRM software. This includes the tracking and management of activities, issues, tasks, contacts, and other client communications. Own your Client Book of Business - be the subject matter expert and be prepared to communicate the most important critical to quality measurements to address customer's needs, delivering world class service Provides pharmacy service, performance and reporting data. Prepares reports, monthly and quarterly business review materials, facilitates client engagement calls and conducts routine training, providing educational materials to facilitate compliance with PMC procedures, tools and resources Works with client support services in leading the on-boarding of new clients and facilities to ensure a seamless implementation Collaborates with other functional departments (credit/collections, contracting, and marketing) to assure that corporate billing, and receivable standards are achieved Represents PharMerica at corporate/networking/client events and conferences Conducts job responsibilities in accordance with the standards set out in the Company's Code of Business Conduct and Ethics, its policies and procedures, the Corporate Compliance Agreement, applicable federal and state laws, and applicable professional standards Qualifications Bachelor's degree or equivalent experience Three to five years of previous experience in a client management, customer service, or client support role; previous experience in a client support role within a healthcare setting or other business-to-business setting Ability to communicate to all levels of management Excellent time-management and basic computer skills Advanced Microsoft Office proficiency Outstanding problem-solving skills Experience in root cause analysis Ability to collaborate cross-functionally Experience working within a collaborative team Experience in a project management and client-facing customer service role Strong background with the ability to manage multiple priorities and deadlines at once

Job DescriptionClient Engagement & Relationship Manager Client Engagement & Relationship Manager Location: Roseville, CA • On-Site • Full-Time Firm: IndigoFlow Wealth Advisory (Ameriprise Private Wealth Practice) About the Role We're seeking a warm, proactive communicator to be the voice and presence of our firm. This role combines client engagement, lead follow-up, and event coordination to ensure every interaction feels thoughtful and seamless. Most meetings are virtual, so comfort in a digital environment is essential. Key ResponsibilitiesClient & Prospect Engagement (Primary) Respond promptly to inbound leads Make outbound calls, texts, and emails to schedule consultations Build rapport and maintain accurate CRM notes Client Experience & Office Support (Secondary) Greet clients and ensure a positive in-office experience Answer phones and assist with meeting prep Support logistics for client events and seminars Career Progression & Licensing Opportunities Designed for growth, this role offers exposure to advisory operations and client relationship management. High performers may pursue firm-supported licensing (Series 6, 7, or 65) and advance into practice or operations management. Development includes mentorship, training, and structured growth plans. Why Join Us Impactful Work: Help clients achieve financial confidence and life goals Collaborative Culture: Work with a high-performing, values-driven team Growth Opportunities: Professional development and advancement potential Who Thrives Here Warm, outgoing, and proactive Strong communicator across phone, text, and email Organized yet adaptable; tech-savvy in virtual workflows Qualifications 1-5+ years in client service, hospitality, or outreach Comfortable with outbound calling Bachelor's degree required; CRM experience helpful Compensation & Benefits Hourly: $26-$33 (Non-Exempt) Bonus: Performance-based Benefits: Medical, dental, vision, retirement plan, PTO, paid holidays, professional development How to Apply Submit your resume and a short cover letter explaining: Why you enjoy proactive outreach and relationship-building Why this role resonates with you Equal Opportunity Employer IndigoFlow Wealth Advisory welcomes applicants from all backgrounds.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Assistant Client Manager takes on meaningful, technical tasks for the client management team. In this fast-paced, deadline driven environment, this role provides essential administrative support to the Client Managers. LOCATION: Rancho Cordova - Role must work in-office 3 days a week WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): * Works with Client Managers in the ESPI Programs Division to efficiently and effectively service clients. * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; * Process Certificates of Insurance, endorsements, order loss runs and other items related to the servicing of client accounts in a timely and accurate manner; * Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; * Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; * Other duties may be assigned. Marketing * Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; * Knowledge and experience with a variety of carrier on-line systems, including but not limited to BHHC, ICW, SCIF, AMTrust * Provide technical support in the sales process as needed * Other duties may be assigned. Personal and Organizational Responsibilities * Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; * Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; * Maintain documentation and records; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Other duties may be assigned. WHAT YOU'LL BRING: EDUCATION and/or EXPERIENCE: * High school diploma or G.E.D. equivalent. One or four years of college or related experience; or equivalent combination of education and experience. * Full knowledge of multi-line Property & Casualty insurance products and services. * Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. * Sagitta Agency Management System and/or PaperWise software experience a plus. Experience with paperless procedures preferred. * Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software. * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: * Valid Property & Casualty Insurance license. COMPENSATION: The national average hourly rate for this role is $25.64 - $33.33 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: 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. #LI-AT1 #LI-Hybrid (3217)

Job Description Dice Development Group is seeking enthusiastic and dependable individuals to join our team as Entry Level Customer Engagement Associates. This is an in-person, customer-facing role supporting our clients through retail sales, promotional events, and customer interaction within local retail locations. This position is perfect for applicants who enjoy working directly with people, want hands-on experience in retail, customer service, and sales, and are looking for a company that offers paid training, career growth, and a supportive team environment. Responsibilities Greet and engage customers face-to-face in a retail environment Promote client products and services through in-store demonstrations and conversations Support daily retail sales and customer outreach Maintain brand professionalism and represent clients in a positive manner Collaborate with team members and managers to meet sales goals Requirements Retail, customer service, or sales experience is a plus (not required) Strong communication and people skills Positive attitude and willingness to learn (student mentality) Comfortable working onsite, speaking with customers, and performing face-to-face interaction Team player with strong problem-solving skills What We Offer Competitive base pay + performance-based bonuses Paid, hands-on training Leadership development and advancement opportunities Fun, supportive, and energetic work environment Opportunities for travel and company events Merit-based promotions and career growth pathways

JOB DESCRIPTION About Us: In 1997, our founders built the first web-based employment screening solution. Today, AssureHire is creating next generation solutions to help companies onboard and protect human capital with first class candidate experiences. Responsibilities: Verify employment and education history information using telephone, web, email and fax. Provide professional service to third party verifiers and applicants. Handle Personal Identifying Information confidentially and responsibly. Employ knowledge and ingenuity to process verifications. Log clear and detailed notes documenting research steps and actions taken on screening. Analyze collected data and personal documents and evaluate their relevance and applicability. Prepare accurate and grammatically correct reports. Maintain a personal performance level that meets or exceeds the established production and quality goals of the department Requirements: Expert computer skills (Internet Searches, Database Lookups) Outstanding verbal and written communication skills, excellent problem-solving skills Ability to work independently and problem-solve Energetic, self-motivated, and detail-oriented Ability to manage multiple priorities using time management and organization skills Team player with the ability to work with a wide variety of people Bilingual (Spanish) a plus High School Diploma or GED required Entry level position with room for growth Perks: We are located in Rocklin, CA minutes from both Highway 80 and Highway 65. We are a growing, thriving company with a progressive culture focused on a healthy, fun and fulfilling workplace. Medical, Dental, Vision. Stock Options. Paid Training, Vacation and Sick Leave. Food, Fun Fridays, Fitness Stipends, Device Stipends and more. $12-$17 per hour