Customer success manager jobs in Framingham, MA - 1,003 jobs

WHO WE ARE: Saks Fifth Avenue is a leading destination for luxury fashion, driven by a mission to help customers express themselves through relevant and inspiring style. Since its inception in 1924, the company has delivered one-of-a-kind shopping experiences, featuring an expertly curated assortment of fashion and highly personalized customer service. Its unique approach combines an emphasis on the digital customer experience with a strong connection to a network of 33 extraordinary locations across North America for seamless, all-channel shopping. Saks Fifth Avenue is part of Saks Global's portfolio of top luxury retail brands and real estate assets. YOU WILL BE: As the Sales Manager, you possess total ownership of the sales experience within your Saks Fifth Avenue store and occupy a critical role in the achievement of the company's objectives. Within this role, you facilitate partnerships across functions and leverage team skills to build a customer-centric sales experience, all while being a steward of the Saks Fifth Avenue brand. You have an appetite for driving sales by developing the clienteling skills and selling behaviors of a team of high-performing direct reports. You maintain high visibility on the selling floor to coach and develop our selling force, while refining the art of connecting with clients to build sustainable relationships through exceptional service and regular outreach. With strong oversight of onboarding, training, ongoing education, and performance management of the selling team, you foster a powerful sense of teamwork and collaborative spirit to successfully achieve the store's goals. WHAT YOU WILL DO: People Responsible for actively recruiting and seamlessly onboarding new hires. Acting with a sense of urgency, hiring quality talent to plan for and create talent bench Train and develop top talent by supporting team members in identifying career development goals and opportunities for growth and exposure; set clear goals and communicate to direct reports in alignment with department objectives and support in achievement strategy Foster an environment of accountability by leading team in appropriately enforcing policies and procedures, ensuring understanding from all associates Evaluate and calibrate performance and productivity fairly for direct reports, provide feedback with consistent follow-up, coach and mentor associates on opportunities for improvement Develop direct reports to build their personal brand as a fashion authority through proactive outreach, leveraging social media platforms to build fashion influencer presence, and broaden connections beyond client base Drive continued education initiatives for direct reports, with a focus on product knowledge training, client events and experiences, and targeted selling and clienteling Promote a positive environment of achievement, recognition, and celebration Resolve work-related concerns and conflicts as soon as they arise, finding common ground and settling disputes fairly and with minimal disruption Empower team to take ownership of internal and external customer problems and resolve them quickly Oversee scheduling of department associates with sensitivity to promotional calendar and business needs, while managing team's daily prioritization of tasks Create and maintain an environment of trust and collaboration by encouraging team members to share feedback and make recommendations for improvement Speak with truth and candor, modeling how to challenge the status quo appropriately Customer Experience Exhibit Saks Fifth Avenue's culture and values, and create a friendly, upbeat atmosphere where customer service is consistent with Company standards Role model exceptional service and client relationship building skills by consistently delivering memorable client experiences, planning and supporting client appointments to maximize results, and informing clients of in-store events to enhance engagement and loyalty Execute all client development-specific initiatives in-store and collaborate with functional partners, including store leadership, marketing, vendors, and merchants, to identify top clients and seamlessly execute events/experiences Proactively build positive and productive relationships, seeking to help others by identifying and meeting the needs of the team, customers, partners, and the community Build a cohesive customer service-driven team, overseeing customer service efforts and escalations Use data-driven methods to identify patterns in client spend, identify opportunities to increase wallet share, and drive repeat business Increase new client acquisition and strengthen existing relationships by leveraging various marketing tools and channels of technology, such as social media platforms, referrals, and networking Exercise expertise in use of clienteling tools to deliver exceptional service, stay connected with the client, and make targeted recommendations based on shopping history and preferences Take initiative to stay informed on new merchandise deliveries in the store to maximize selling potential Business Ownership Drive towards the achievement of maximum sales and growth through the development of client advisors and client relationships Establish well-thought-out plans and manage team execution, anticipating and adjusting for risks and roadblocks to maintain operational excellence within department(s) Execute plans and strategies in store to build strong client relationships and meet overall client development goals Develop understanding of and analyze internal and external customer behaviors, trends, and preferences, adjusting processes and standards accordingly (e.g., focus programs) Support audit compliance to enforce department and stockroom controls, as applicable Stay informed of business drivers, industry trends, and competitors, applying knowledge to identify and pursue new opportunities Track progress against departmental strategies to execute properly and successfully Proactively share information, best practices, and new ideas with team to improve business and performance Demonstrate strong decision-making skills (e.g., problem definition, data analysis, hypothesis testing, asking for input) Use critical thinking skills to analyze problems and to recommend viable solutions Personally champion change initiatives, explaining benefits and challenges of change to team and others impacted WHAT YOU WILL BRING: Required Qualifications (Minimum Requirements): Relevant experience and leading a team, with supervisory experience managing a team of direct reports A proven track record of success managing a selling and operations workforce and achieving business results Proficiency in utilizing available technology, including clienteling tools and social media (social selling), as well as Google Workspace programs, advanced proficiency preferred History of building, leading, motivating, and coaching teams to achieve objectives Excellent oral and written communication skills, structuring messages in a clear logical manner using the most appropriate communication medium Strong attention to detail May require standing, bending, climbing stairs, and lifting and carrying up to 10 pounds Willing to work a flexible schedule based on business need, which will include evenings, weekends, and holidays Preferred Qualifications: Luxury retail fashion experience preferred 4-year degree preferred Continuously builds skills and knowledge through training, coaching, and career experiences Demonstrates a working knowledge and appreciation of the Saks Fifth Avenue business and the fashion industry Adapts personal approach in response to diverse situations and people Responds to unexpected changes in work environment with creativity and resilience Establishes and upholds high personal standards for individual work and environment Maintains a customer-centric mentality versus a solely store-centric one Comfortable working in a remote environment YOUR LIFE AND CAREER AT SAKS FIFTH AVENUE: Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) An amazing employee discount SALARY AND OTHER BENEFITS: The starting salary for this position is $85,000 - $90,000 annually. Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. This position is also eligible for bonus Benefits: We offer the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance, supplemental life insurance, disability insurance, and a variety of additional voluntary benefits (such as critical illness, hospital and accident insurance). Thank you for your interest with Saks Global. We look forward to reviewing your application. Saks Global is an equal employment opportunity employer and is committed to providing reasonable accommodations to applicants with disabilities. 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.

About Long's Jewelers For more than a century, Long's Jewelers has been New England's premier destination for fine jewelry, luxury watches, and exceptional client experiences. Family-owned and operated with seven locations across Massachusetts and New Hampshire, Long's is proud to partner with the world's most prestigious brands, including Patek Philippe and Rolex. With a reputation built on trust, integrity, and lasting relationships, Long's offers a truly unique opportunity to be part of a legacy brand. The Opportunity Long's Jewelers is seeking a Sales Manager to lead the flagship Patek Philippe boutique on Newbury Street in Boston. This is a rare opportunity to represent one of the world's most exclusive watchmakers, guiding clients through an experience that is as much about heritage and artistry as it is about ownership. The Sales Manager will be entrusted with fostering meaningful client relationships, mentoring a talented team, and serving as a key ambassador for both Long's and Patek Philippe. Key Responsibilities Represent Patek Philippe with professionalism, discretion, and integrity. Build lasting relationships with high-net-worth clients, offering an exceptional and personalized experience. Lead, coach, and inspire the boutique sales team, cultivating a collaborative and high-performance culture. Partner with leadership to drive strategy, elevate client experiences, and grow the boutique's impact. Serve as a trusted liaison with Patek Philippe leadership in the U.S. and Geneva, bringing insights and training back to the team. Qualifications 5+ years of experience in luxury watches or fine jewelry; high-complication expertise strongly preferred. A proven track record of building and sustaining long-term client relationships. Experience leading and developing high-performing sales teams in a luxury retail environment. Strong organizational, analytical, and communication skills. A passion for horology and an eagerness to represent one of the most respected names in the industry.

Customer Success Managers (CSMs) at Klaviyo are a critical part of our success and the success of our customers. We take the success of our customers incredibly seriously. Our mission is to deliver exceptional assistance to our customers with the highest level of quality in both product knowledge and communication skills, and in the process, consistently exceed customer expectations. We are looking for CSMs who are passionate about providing the best experience to customers who are scaling their businesses with Klaviyo. This is a great opportunity for someone with a passion for customer success, has strong technical skills, and a previous background in email marketing or general strategic marketing solutions. We are very interested in individuals who have a track record of finding creative solutions to unique problems, who thrive in challenging situations and want to apply these skills to solve for our customers using our software. How You'll Make a Difference * Be passionate about your customers' success and establish yourself as the trusted advisor for ~20 customers * Develop tailored success plans to drive adoption of the Klaviyo platform and ensure your customers achieve their goals * Identify and recommend additional Klaviyo products to help increase revenue for your customers * Proactively review customer performance, address any open issues, and ensure consistent messaging and appropriate escalation. * Work cross functionally across Onboarding, Customer Growth, and internally facing teams to solve for customer goals and create a great customer experience * Work to set priorities and establish a plan for to resolve open issues in a timely manner * Provide customers with a combination of both strategic guidance and tactical support * Communicate thoughtfully to provide answers to questions for both technical and non-technical end users while also supporting a wide range of technologies to reach their goals. * Contribute feedback to Product on product improvements to enhance customer engagement. * Contribute to a positive team environment of collaboration, customer empathy, equality and inclusion. * Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up. Who You Are * 2+ years of customer success experience with a track record for building and nurturing relationships with multiple stakeholders on an account at a time. * Experience explaining how to reach key goals using software with end users * A track record for creative problem solving for customers and end users. * Experience in marketing or advising customers on marketing strategy. * Comfortable discussing account renewals, upgrades, and cancellations * Thrives in a collaborative environment * Excellent organizational and project management skills. * Excellent communication skills via phone, video conference and email. * Curious and eager to learn * Able to adapt in a quickly changing environment * Experience with: Microsoft Office Suite, G-Suite, Google Sheets, PowerPoint * Track record managing customer relationships through Salesforce or similar CRMs * Experience using email marketing platforms and E-Commerce platforms a plus * You've already experimented with AI in work or personal projects, and you're excited to dive in and learn fast. You're hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient. We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025. Please see the independent bias audit report covering our use of Covey here

We are xSuite, one of the Top Innovators for best SAP Procure to Pay Solutions with over 40M invoices processed Worldwide With 25 years in the market and 1,200 installations in 60 countries, we increase efficiency, data accuracy, and mitigate risk for all of our clients. Our expertise comes not just in software solutions, we are also the developers and integrators of our product - providing for a more unified and cohesive approach. We achieve this through our SAP-integrated software for intelligent data capture, workflow automation, and document management. We digitize business processes for companies allowing them to save time and money. Through our industry agnostic best practice solutions, every scenario you have can be configured to kick off a workflow to resolve the problems digitally. As an SAP Partner, we have implemented our Software in Fortune 500 companies. On average, our customers are working 10+ years with us, to them, we are more than a Software Manufacturer, we are their Strategic Partner for their P2P Automation needs. Our passion for SAP technology drives us to always offer certified and high-quality standard software for your SAP system. With 12 offices and 90 plus consultants who are experts in this field, our SAP Certifications makes us your best ally to help you start your Digital transformation today. Job Description Do you enjoy building meaningful relationships? If so, continue reading! Customer Success Managers at xSuite North America are known as relationship experts. Many Customer Service Representative positions are the same, the focus tends to be on the customers short term happiness. That is not the case here. Customer Success Managers concentrate on adding value for years to come. Their commitment does not end when a customer signs up, that is when it begins. Qualifications 1-3 years experience within a Financial, Technical, or Business Administrative setting (Preferred) Team spirit and the ability to take responsibility for tasks (Required) Strong written and communication skills in English (Required) The ability to adapt quickly (Preferred) Excellent communication, interpersonal, problem-solving, presentation, and organizational skills (Required) The ability to promote products and grow relationships (Preferred) Additional Information Responsibilities: Regularly check in with customers to develop an open communication line so that concerns can be promptly heard and addressed Present/Demo our solutions to customers Coordinate sales efforts for services and license revenues Prepare and submit sales contracts Drive product value Develop trusted advisor relationships with executive sponsors Prepare weekly and monthly reports Schedule: Monday - Friday (Part time/Full time) 30-40 hours per week Remote/Hybrid/in-office Additional Information: US work authorization required xSuite North America is unable to honor OPT-EAD, H1B, and TN 401(k) Medical, Dental, Vision, and Life insurance Paid time off What makes this position so great? You get to work with brand new state of the art technology with artificial intelligence and machine learning We are a young and dynamic team This is a great chance to learn new skills and work with amazing customers If you would like to learn more information about xSuite North America and our services, check out our website: ********************** All of your information will be kept confidential according to EEO guidelines.

Apptopia is a mobile data company. We sell a SaaS product to help drive better, data driven, decision making for any & all mobile stakeholders (i.e. brands, publishers, ad networks, investors, etc.). Our company, team, and environment are rather unique. We are crafty, creative, and effective. We move more quickly and are way more efficient than your average company. In fact, as a 50-person company we consistently go to battle with competitors who are 10x our size and have 30x the funding as us, and win. We win because we are innovative, we build great products fast, and we work directly with our clients to address their needs head on. We work hard, we love what we do, and we are looking for like-minded people to collaborate with . Job Description You will be an expert in providing informative, helpful and simple solutions to your client base. As a CSM, your goal will be to thoroughly understand your clients' needs and how Apptopia can help meet their goals. As Apptopia launches new products, you will be the expert to recommend these products to the appropriate customers. Furthermore, you will be responsible for reducing churn and implementing strategies to lessen risks. The key metrics for success will be determined by the retention and growth of your client base. This position will allow you to have a direct impact on the future of Apptopia. You will help shape our product by recommending improvements based on your clients' feedback and demands coming from the market place. Qualifications Core Skills 1-3 years of customer success or account management experience Strong email and phone communication skills are a must Ability to work with various stakeholders, in multiple time zones Familiar with CRM tools Experiencing working with and presenting to C-Suite and Upper Management Ability to prioritize your time Advanced Skills Any previous sales experience Basic understanding of API functionality Familiar with user acquisition strategies Understanding of mobile apps and app stores Experience interacting with international customers Personality Type Highly Motivated Self-Starter Intellectually Curious Personable Tactful Additional Information To Apply: Submit your resume along with a cover letter explaining why you are a perfect fit for Apptopia

Job DescriptionDescription: The aPriori Senior Success Manager is responsible for ensuring customer success and desired outcomes through the strategic management of professional services and development of a product cost management solution. They provide strategic advisement and direction, business consulting, and process change assessment during the implementation, deployment, and sustainment of aPriori's software. A key role of the Senior Success Manager is to foster customer loyalty by ensuring that our customers can fully utilize the value of our solutions and services. Primary focus of this role is supporting new business pursuits within the assigned region, strategically leading customer adoption during initial year of deployment, renewal of customers' existing software subscription and the identification of expansion opportunities for additional software and services. The Senior Success Manager works closely with our Sales Executives to understand the client's vision of success and defines the strategy and scope of engagement services to meet the customer's needs. The Senior Success Manager then continues to work directly with a customer to evolve an implementation and expand the value aPriori can provide. The Senior Success Manager manages the relationship and success plan a customer requires to generate business value and tracks that value to justify future software renewals and expansions. Location: Remote (UK, Netherlands, or Belgium) Responsibilities Management of multiple customer relationships, implementations, and project teams simultaneously Responsible for customer success from pre-sale requirements gathering through customer lifecycle Development of the Customer Success vision and plan for the initial deployment and beyond Facilitate group discussions with a goal of identifying planned software use cases and projects, standard software usage procedures, customer business process change needs, and customer value generation activities and results tracking Coordinate and facilitate all integration and configuration of software based on customer business needs Coordinate and facilitate all onboarding efforts needed for the deployment Coordinate and facilitate consulting activities needed for the deployment Coordinate, facilitate, summarize, and report on all value implementation / value generation activities Development of references and case studies internal to customer Communication of status throughout the project lifecycle to all stakeholders Manage and build relationships with executive sponsor and project team members Identify renewal risk and collaborate with internal teams to remediate and ensure a successful renewal Requirements: Adept at interacting and communicating with customer executives, project team members, and individuals Experience and demonstrated success in managing business process changes in a consulting role Demonstrated ability to develop a customer's strategy and business solution, assess customer needs, and develop project scope to meet those needs and support the strategy Ability to lead and facilitate project meetings and senior level customer meetings Demonstrated success leading project teams with a record of high customer satisfaction Demonstrated ability to identify risks that may impact the success of the project and determine appropriate mitigating actions Excellent organizational, interpersonal, and communication skills (written and oral) Willingness to travel up to 20% of the time Highly proficient operating independently in a remote role and deliver results to meet timelines Native-level English skills required. Desire ability to converse in German language as secondary language Education and Experience 5+ yrs. experience and demonstrated success in managing and growing strategic relationships and multiple, complex business application / software implementations with external clients BS degree in Engineering, Computer Science, Business Management (advanced degree preferred) Preferably engineering, manufacturing, or sourcing experience within the OEM / Tier 1 industry Experience creating, facilitating, and presenting reports to senior-level client stakeholders aPriori Offers A team environment where your experience is valued, your voice is heard, and the work that you do makes an impact for our customers and employees. aPriori offers competitive compensation and unique benefits including pension match, private medical & dental, flexible time off, aPriori days, and more in a dynamic, growing, innovative environment! About aPriori Founded in 2003, aPriori is disrupting the industry's status quo with groundbreaking work helping manufacturers digitally transform their businesses. Through our unique, patented, intellectual property, we enable manufacturers to accelerate product design, and bring products to markets faster while providing visibility to the sustainability of their design and manufacturing choices. Our impact is profound - our customers save millions of dollars each year, accelerate time to market, all while creating a better world for future generations. Though we are an established software firm, through our continued growth, we have maintained the dynamic, collaborative nature of a start-up. With a global presence, including North America, Europe, Asia, and India, we encourage an inclusive work environment and support employees' growth through education, training, wellness, and other programs. As our greatest asset, employees' contributions are acknowledged through monthly company-wide meetings, often with promotions and awards. We promote a positive work culture, employee-friendly policies, flexible work schedules, pub nights, and an additional day off each quarter known as “aPriori Day”. Interested in joining our team? We continue to build an organization of highly talented, self-motivated individuals. Our unique environment empowers employees to bring their best selves each day, asking, “How can I do better?” and then exceeding expectations. We work together towards a common goal. We nurture and celebrate each other's successes. Employees embrace opportunities to build new skills as well as step into leadership positions where they are supported and mentored by the Senior Leadership team to grow into impactful individual contributor roles or to effectively manage teams. Innovation, adaptability, and a desire to increase your value are essential. If you possess these qualities, we want to hear from you! GDPR Notice: **************************************

Job Description Enabling safe and rewarding digital lives for genuine people, everywhere We make it our mission to ensure more genuine people have digital access to opportunities, and businesses have access to more genuine people. Our technology draws on diverse and reliable data to create a single point of truth for identity and address verification. With over 30 years of experience behind us our team and technology are focused on enabling safe and rewarding digital lives for everyone. Regardless of age, location or background, genuine people everywhere should be able to digitally prove who they are and where they live. About the team and role Customer Success Team At GBG, we don't just provide products. We deliver valued solutions to help our customers grow their business. This is a unique opportunity to join our Customer Success team at the ground floor and have a direct imprint on how our organization serves as the connection point between our customers, our solutions, and the rest of the GBG organization. We will work together under the guiding principle that healthy customers are growing customers and to achieve that requires: · Understanding our customer's goals and quantifying how GBG helps achieve them · Demonstrating curiosity in our customer's needs and their business strategy · Building relationships and engagements across different levels of our customers · Partnering cross functionally within GBG to operate on behalf of our customers · Challenging both our customers and GBG team on new ways to innovate for growth The Role As a Customer Success Manager at GBG, you'll be the strategic partner to a portfolio of clients engaging with them from signature through onboarding, adoption, and long-term value realization. Your role centres on building trusted relationships, driving product engagement, and ensuring customers achieve their business goals through our solutions. You'll collaborate cross-functionally with Sales, Customer Growth, Onboarding, Product, and Support to deliver a seamless customer experience for a healthy engagement. This includes proactively managing renewals, identifying expansion opportunities, and serving as the voice of the customer to influence internal priorities. Expect a dynamic mix of consultative problem-solving, data-driven insights, and advocacy that turns satisfied customers into loyal champions. What you will do Responsible for base revenue retention on existing GBG solutions within customer portfolio Help design and measure health metrics and implement improvement plans as required Build relationships with existing contacts and identify new contacts to deepen engagement Uncover new customer challenges and provide Customer Growth counterparts with insight into potential upsell/cross-sell opportunities (CSQLs) Craft and execute key engagements during the customer lifecycle including business reviews, internal account plans, and renewal engagements Proficient in GBG's solutions and the value they provide across various use cases Understand your customer's needs to guide them through best practice product adoption Leverage internal tools to monitor daily volumes to identify any peaks/valleys within current solutions and facilitate appropriate actions and resolutions where needed Work with customer support team to understand trends in customer/vertical level commonalities in recurring tickets/issues Operate cross-functionally with a wide range of internal teams to address customer needs and issues Identify ways in which we can operate more efficiently for the benefit of both our customers and GBG Requirements Skills we are looking for Experience: Minimum 3+ years in customer-facing roles, including day-to-day account management and senior-level stakeholder engagement. Proven track record of owning and managing customer meetings, including quarterly business reviews (QBRs). Demonstrated ability to develop customer account plans and perform SWOT analysis. Skills & Competencies: Strong passion for delivering best-in-class customer experience. Ability to translate data into compelling success stories and actionable insights. Comfortable working cross-functionally with Sales, Marketing, Product, and Operations in a fast-paced environment. Proactive mindset for identifying solutions and managing execution to completion. Interest in product capabilities and applying them to solve customer challenges. Agility to work in ambiguous situations and apply an entrepreneurial approach to new challenges. Curiosity to explore innovative methods, including leveraging AI for faster, more efficient customer value delivery. Technical Proficiency: Familiarity with Microsoft Office Suite, Salesforce, Power BI/Tableau, Gong, and/or Customer Success platforms. Industry Knowledge: Experience in identity verification, fraud prevention, or familiarity with industries such as gaming, banking, fintech, lending, insurance, retail, or technology. Benefits To find out more As an equal opportunity employer, we are dedicated to creating a diverse and inclusive workplace where everyone feels valued and empowered. Please inform your GBG Talent Attraction Partner if you require any reasonable adjustments to the interview process. To chat to the Talent Attraction team and find out more about our benefits and why we're a great place to work, drop an email to ****************** and we'll be in touch. You can also find out more about careers at GBG and check out our current opportunities at gbgplc.com/careers.

Job Description InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces, multiple SaaS Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as well as our leadership in AI maturity and responsible innovation. It's an award-winning, purpose-driven environment where top talent thrives. To learn more, visit InvoiceCloud.com. Job Details The Customer Success Manager (CSM) supports a portfolio of insurance carriers, acting as their strategic partner and advocate. You will ensure clients realize maximum value from InvoiceCloud's platform by driving retention, adoption, revenue growth, and product expansion. You will apply your insurance industry experience to understand carrier operations, share best practices, influence digital strategy, and build relationships that lead to long-term success. This role requires advanced relationship management skills, strong communication, analytical thinking, deep familiarity with insurance environments, and the ability to translate insights into actionable programs that deliver measurable outcomes. Success Profile: Success in this role is anchored in InvoiceCloud's Core Competencies. These competencies capture how we build relationships, deliver value, and drive outcomes for our clients and our business. Customer Centric Builds trusted, long-term relationships with insurance carriers by proactively understanding their business goals, workflows, and operational challenges. Develops familiarity with carrier systems, policy admin workflows, and claims/payment processes to tailor guidance effectively. Identifies early signals of churn risk or dissatisfaction and acts quickly to restore confidence and strengthen engagement. Delivers clear, empathetic communication across all channels-virtual, written, and in person-adapting tone and style to suit carrier stakeholders at varying levels. Applies insurance industry best practices to help carriers modernize their digital payment strategy and customer experience. Cultivates relationships that result in reference participation, case studies, and public advocacy. Results Driven Designs and executes strategies that materially improve digital payment adoption (AutoPay, paperless billing, online payments) within insurance workflows. Drives measurable improvements in retention, revenue contribution, usage of InvoiceCloud features, and client satisfaction. Identifies upsell or cross-sell opportunities aligned with carrier needs and produces actionable customer success qualified leads. Uses Salesforce, adoption metrics, and other reporting tools to evaluate account performance and create targeted plans. Maintains disciplined focus on achieving portfolio goals related to renewals, adoption metrics, reference growth, and revenue expansion. Leverages understanding of the insurance vertical to contextualize performance trends and inform account strategy. Takes Ownership Manages all aspects of assigned carrier relationships, ensuring proactive engagement, timely follow-up, and strong delivery against commitments. Builds a working technical understanding of each carrier's implementation, integrations, and data flows to effectively diagnose or escalate issues. Documents account history, conversations, insights, and future plans to ensure continuity and operational excellence. Anticipates client needs, proposes solutions, and independently initiates actions that support long-term success. Uses sound judgment and autonomy to navigate complex situations, representing InvoiceCloud with professionalism and credibility. Drives Efficiency Establishes scalable engagement cadences to effectively support a portfolio of carrier clients. Uses dashboards, reporting tools, and Salesforce workflows to prioritize outreach and manage portfolio demands. Applies strong organizational skills to manage multiple initiatives simultaneously while maintaining high responsiveness. Identifies bottlenecks, process gaps, or workflow inefficiencies-either within client operations or internal teams-and presents structured recommendations for improvement. Leverages automation, templates, and repeatable playbooks to increase productivity and ensure consistent, high-quality communication. Innovative Brings creative thinking to carrier challenges by analyzing trends, identifying adoption barriers, and recommending new strategies. Shares emerging insurance industry insights and digital engagement best practices to modernize carrier experiences. Uses AI-assisted tools to enhance account insights, accelerate communication, and identify new opportunities for optimization. Suggests enhancements to InvoiceCloud features or programs based on client feedback and vertical-specific needs. Experiments with new engagement methods or reporting formats to elevate the carrier experience and drive stronger outcomes. Requirements Strong relationship management experience with a track record of driving retention and growth Insurance industry experience or familiarity with carrier operations, workflows, or core systems strongly preferred Experience with electronic billing, payments, merchant services, or SaaS solutions is highly beneficial Outstanding verbal, written, presentation, and interpersonal communication skills Customer-driven, results-oriented, and able to operate with urgency and precision Strong organizational, time-management, and planning skills Demonstrated ability to work independently and manage multiple priorities Proficiency with Microsoft Office tools and Salesforce Travel: Periodic travel to key carrier accounts for onsite meetings or industry conferences as required. Benefits We offer a competitive benefits program including: Medical, dental, vision, life & disability insurance 401(k) plan with company match Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays Mental health resources Paid parental leave & Backup Care Tuition reimbursement Employee Resource Groups (ERGs) Base salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The above represents the expected base compensation range for this job requisition. Ultimately, in determining your pay, we'll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors. Base Compensation Range$80,000-$95,000 USD InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race, color, religion, age, sex, nationality, disability, genetic information, veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected under applicable laws. This commitment applies to all aspects of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leave, compensation, and training. If you require a disability-related or religious accommodation during the application or recruitment process, and wish to discuss possible adjustments, please contact *********************. Click here to review InvoiceCloud's Job Applicant Privacy Policy. For recruitment agencies: InvoiceCloud does not accept unsolicited resumes from agencies. Please do not forward resumes to our job aliases, employees, or any other company location. InvoiceCloud is not responsible for any fees associated with unsolicited submissions.

Company is looking for a customer service representative to join our team in our office. This person will drive customer satisfaction by fielding inquiries, addressing pain points and maintaining extensive product knowledge. The ideal candidate has a customer-first mindset and aims to deliver high-quality service in every customer interaction. Responsibilities: Manage inbound customer communications - Answer incoming calls and emails to address customer questions, requests and issues. Consult on customer success - Advise customers on how to successfully leverage the product/service based on their unique needs. Maintain working product knowledge - Act as a product expert to ensure information given to customers is accurate, up-to-date and strategic. Track interactions in CRM - Record customers interactions in internal system for cross-functional awareness and relationship development. Requirements: Bachelor's degree or equivalent 1-2 years proven experience in supporting client success Excellent written and verbal communication skills Ability to address complaints and issues with effective solutions and a positive attitude Passion for delighting customers with above and beyond service Excellent time-management and prioritization skills Familiarity with CRM system THIS IS NOT A REAL COMPANY. PLEASE DO NOT APPLY TO THESE JOBS.

Creatio is a global vendor of an AI-native platform to automate workflows and CRM with no-code and a maximum degree of freedom. Our platform combines an AI-first architecture, composable no-code tools, and enterprise-grade governance to help organizations build and scale faster. We're proud to be recognized by top industry analysts as a Leader and Strong Performer in multiple Gartner and Forrester reports. In 2025, Creatio was named to Inc.'s Best Workplaces list, recognizing our commitment to employee wellbeing and a strong workplace culture. With our record-setting pace of growth, we're growing rapidly and looking for dynamic and ambitious Enterprise Customer Success Manager to join us in driving the future of business technology. We're growing rapidly and are excited to welcome candidates based in Poland to support our US & Canada market. This role requires availability to work a shifted schedule from 1:00 p.m. to 10:00 p.m. (local time) to ensure effective cross-regional collaboration. Working on our team as a Customer Success Manager position involves: * managing customer portfolio effectively through regular meetings with customers and their assigned integrator partners; * collecting feedback from customers about the Creatio system and satisfaction with the partner's implementation project solution; * developing and maintaining trusted relationships with key partners and their customers; * driving customer retention and renewals by building strong relationships; * collaborating with our Business Analysts, Developers, Product, Support and Sales teams to drive customer implementation projects, adoption, and growth. Candidate Expectations: * 3+ years of experience working with global Enterprise segment customers; * English language - Advanced; * experience in implementing/customizing corporate software; * excellent communication and presentation skills; * experience with CRM / ERP / Core systems; * experience in problem-solving, working with customer objections; * experience in conducting trainings and presentations; * understanding business needs with further translation into the requirements. What to expect from us: * the award-winning product (a Leader in Gartner Quadrants) to be proud of; * a remote-first hybrid model: while giving plenty of space for concentration and personal working habits, we encourage regular meetings in one of our five hubs worldwide; * culture of genuine care, ownership, dedication, and high standards (learn more here); * a vibrant corporate life: enjoy the opportunity to explore your teammates' cultures in online and offline events, participate in sports competitions, enjoy art master classes, and create your new favorite memories at our parties; * caring for your health: Creatio offers several options for medical insurance together with our medical partner; * Creatio offers all team members competitive pay; * paid leave options for life-qualifying events, sicknesses, etc; * nice and modern hub in the Warsaw city center to get acquainted with colleagues or to gain some quiet space for concentration.

Our world is transforming, and PTC is leading the way. Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business. Our people make all the difference in our success. Today, we are a global team of nearly 7,000 and our main objective is to create opportunities for our team members to explore, learn, and grow - all while seeing their ideas come to life and celebrating the differences that make us who we are and the work we do possible. Job Description Boston, MA (hybrid, 2 days per week in office) Please include a brief cover letter (no more than 300 words) summarizing: Why you're interested in a Customer Success role (what draws you to this type of work and how it aligns with your strengths.) and Why Onshape specifically (what excites you about our platform, mission, or team, and how you see yourself contributing to our success.) Customer Success Manager - Empower Innovation with Onshape Are you a relationship-builder who thrives on helping customers succeed? At Onshape, we're redefining how products are designed with our cloud-native CAD platform-and we're looking for a Customer Success Manager to help our customers unlock its full potential. In this role, you'll manage a portfolio of SMB and mid-market accounts, guiding them from onboarding through renewal. You'll be their strategic partner, ensuring they achieve measurable value and become long-term advocates for Onshape. Responsibilities: Own the post-sale relationship for a portfolio of customers. Lead onboarding, training, and adoption of Onshape's platform. Conduct regular engagements and quarterly business reviews to track ROI. Build deep relationships with key stakeholders and decision-makers. Build multiple champions at each account. Act as the voice of the customer internally, influencing product and strategy. Drive renewals and identify opportunities for upsell/expansion. Foster customer advocacy through referrals, case studies, and testimonials. Requirements: 2+ years in a customer-facing role (Customer Success, Account Management, etc.). Impassioned with the task at hand. Strong communication and relationship-building skills. Experience managing multiple accounts and projects simultaneously. Ability to work cross-departmentally with individual contributors and executives. A proactive, solution-oriented mindset. Always curious, asking questions and understanding "the why." Adaptable to different situations and accountable for all actions. Familiarity with CRM tools (Salesforce, ChurnZero, Zendesk, etc.). Bonus: Experience with CAD, engineering, or design tools. Please include a brief cover letter (no more than 300 words) summarizing: Why you're interested in a Customer Success role (what draws you to this type of work and how it aligns with your strengths.) and Why Onshape specifically (what excites you about our platform, mission, or team, and how you see yourself contributing to our success.) Why Join Us? Be part of a team that's transforming the manufacturing and design industry. Work with innovative customers and cutting-edge technology. Grow your career in a collaborative, customer-obsessed environment. PTC carefully considers a wide variety of factors when determining compensation. The anticipated annual salary range for this position is between $89,000-115,000. The salary range reflects a good-faith estimate of compensation at the time of posting. Actual compensation may vary based on a candidate's skills, qualifications, experience, and location. Additionally, candidates may be eligible for a performance-based bonus. Employees also have the opportunity to become a PTC shareholder through our employee share purchase program (ESPP), which allows for the purchase of discounted PTC stock. Certain roles may also be eligible for participation in our equity programs. Employees may be eligible for medical, dental and vision insurance, paid time off and sick leave, tuition reimbursement, 401(k) contributions and employer match, flexible spending accounts, life insurance, disability coverage and, if you are an office-assigned employee, a generous commuter subsidy. All total rewards and benefits programs are subject to applicable plan eligibility and other terms and conditions. For more information about PTC's comprehensive benefits, please visit our Careers Page. Applications will be accepted on an on-going basis. At PTC, we believe in the power of diverse ideas and perspectives. As a global company that values and respects all identities, cultures, and perspectives, we strive to create an inclusive PTC for ALL through an environment where everyone feels like they belong and are empowered to bring their true, authentic selves to work. Proud to be an Equal Opportunity Employer, we welcome applicants from all backgrounds and hire without regard to race, national origin, religion, age, color, ethnicity, ancestry, marital status, sex (including pregnancy), sexual orientation, gender identity, gender expression, genetic information, disability, veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. 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.PTC endeavors to make ptc.com/careers accessible to all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact PTC's Talent Acquisition team at *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. Life at PTC is about more than working with today's most cutting-edge technologies to transform the physical world. It's about showing up as you are and working alongside some of today's most talented industry leaders to transform the world around you. If you share our passion for problem-solving through innovation, you'll likely become just as passionate about the PTC experience as we are. Are you ready to explore your next career move with us? We respect the privacy rights of individuals and are committed to handling Personal Information responsibly and in accordance with all applicable privacy and data protection laws. Review our Privacy Policy here."

Do you want to develop your career and make an impact in the fast-growth, fast-moving B2B technology space? At Informa TechTarget, you'll collaborate and grow alongside some of the industry's most respected experts. You'll work with leading brands and be exposed to world-shaping innovations. You'll apply your energy and intellect to helping clients be faster to market and faster to revenue. We're a vibrant community of world-class practitioners - over 2000 colleagues strong - with offices in 19 locations around the world. We're traded on Nasdaq and also part of Informa PLC, a global leader in business-to-business events, digital services, and academic research in the FTSE 100. About Informa TechTarget Informa TechTarget (Nasdaq: TTGT) informs, influences and connects the world's technology buyers and sellers, to accelerate growth from R&D to ROI. With an unparalleled reach of over 220 highly targeted technology-specific websites and more than 50 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into technology markets. Underpinned by those audiences and their data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients. We provide our customers with: Trusted information that shapes the industry and informs investment Intelligence and advice that guides and influences strategy Advertising that grows reputation and establishes thought leadership Custom content that engages and prompts action Intent and demand generation that more precisely targets and converts Our organization is committed to sustainability, diversity, wellbeing, and ethical working practices. Visit informatechtarget.com and follow us on LinkedIn. For more information, visit informatechtarget.com and follow us on LinkedIn Job Description This position is based in our 275 Grove St, Auburndale, MA 02466, USA office. We are seeking a motivated Customer Success Manager who will be responsible for developing customer relationships that promote customer retention, growth and loyalty. Specifically, Customer Success Managers are responsible for providing strategic direction and tactical support for clients who purchase our integrated media and data services; with a focus on supporting clients and their usage of Informa TechTarget's products. The Customer Success Manager will be an extension of our clients' marketing and sales teams, with the clear understanding of the customers' business challenges and ensuring our products and services help to achieve the customer's objectives, goals and KPIs. Key responsibilities include: Drive customer engagement with Informa TechTarget products; focusing adoption, expansion and renewal; Onboard & enable customers on product functionalities and capabilities; Investigate customer's current workflow and technology stack; Uncover customer's ideal key performance indicators, metrics of success and areas of opportunity; Consult customers on appropriate use cases of Informa TechTarget data and products to achieve agreed upon KPIs; Drive usage and identify recommendations on appropriate integration strategies; Build appropriate narratives, presentations and client communications that showcase client success, areas of optimization and upsell; Coordinate with internal teams to proactively to prevent and resolve issues and provide data, deliverables, and strategic guidance to customers; Present and communicate, in person, over the phone or video to end users, marketing management, sales management and executives; Escalate areas of concerns, client challenges; and, Provide and consult on marketing and sales best practices and how Informa TechTarget data and products can support Qualifications Bachelor's degree; 4+ years' years of customer facing experience in a customer success or support role, preferably in a software or Sales/Marketing environment. Preferable experience onboarding clients to SaaS products; Knowledge of B2B digital marketing, ad tech, marketing automation systems, lead generation, demand generation and content marketing Extremely detailed oriented, ability to multi task several different product & client engagements; Creative problem solving, solutions-oriented and strategic, long-term view of customer relationship; Strong sales orientation, communication skills, client-ready presentation skills and writing skills; and, Ability to offer perspective and guidance, in some cases, in a persistent manner. Additional Information The salary for this position is $75,000 - 85,000 based on experience + up to $4,000 annual bonus opportunity. Additional Information TechTarget, Inc., doing business as Informa TechTarget, including its subsidiaries is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, sex (including pregnancy), age, national origin or ancestry, ethnicity, religion, creed, sexual orientation, gender identity or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment. If you would like to request reasonable adjustments or accommodations to assist your participation in the hiring process and, or in the advertised position, please inform the appropriate Talent Acquisition Partner for the role once they have been in touch. Your request will be reviewed and considered in confidence. Informa TechTarget complies with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable federal, state or local law. We believe that great things happen when people connect face-to-face. That's why we work in-person with each other, or with customers and partners, three days a week or more. When you're not spending time together in one of our offices or other workplaces - like at an Informa event - you get the flexibility and support to work from home or remotely. Our benefits include: Great community: a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active colleague groups and networks promoting a positive, supportive, and collaborative work environment Broader impact: take up to four days per year to volunteer, with charity match funding available too Career opportunity: the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it's time for the next step, we encourage and support internal job moves Time out: 15 days PTO rising to 20 after three years and 25 after six years, plus 10 national holidays, a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year Competitive benefits, including a 401k match, health, vision and dental insurance, parental leave and an ESPP offering company shares at a minimum 15% discount Strong wellbeing support through EAP assistance, mental health first aiders, free access to a wellness app and more Recognition for great work, with global awards and kudos programs As an international company, the chance to collaborate with teams around the world

Job Description About Verve Verve is building a world-class team to commercialize wearable solutions that empower the way people move in the world. Our first product is a lightweight, connected wearable system that can be worn all day, every day by industry associates to reduce fatigue, mitigate risk of injury and augment performance. Our team is looking for a Customer Success Manager. We are looking for an individual who has a passion for putting the customer and end user first to deliver the best possible customer experience (empathy, patience, friendliness, positive attitude, pro-activity, upbeat positive energy and outlook. You will play a crucial role in building strong and lasting relationships with our customers, be responsible for overall customer experience and adoption with Verve and the products and services we provide. You will manage a portfolio of accounts and serve as the point of contact for each. You will ensure that each and every customer and user of our technology is engaged with Verve's product and services, by actively working closely with end users to train, identify, understand, and meet their specific needs and pain points and to drive customer adoption forward. You will work within all facets to support Verve's growth and the growth of our products by driving success and removing obstacles including: kickoff, planning, project management, data collection, outreach planning, ongoing results analysis and outcomes analysis. If you are passionate about delivering successful customer outcomes and building long term relationships, this is the role for you. Details: Customer Success Play a crucial role in building and maintaining strong and lasting relationships with end users and management at our customer sites. Manage customer deployments, trainings, support and overall product adoption Develop and create proactive programs and product concepts to improve the overall end user experience and adoption. Track and monitor all end user activities to drive adoption and overall product success. Support Track and monitor all field issues and provide follow thru and complete resolutions for field deployments at customer sites. Provide troubleshooting, maintenance and basic repair tasks as coordinated by the Verve Engineering Team You have: An understanding of effective coaching and training techniques Unparalleled work ethic and customer-focused attitude who brings value to their relationships. Experience leading large group trainings or classes Experience developing customer adoption methods, techniques and programs that have proven positive outcomes, resulting in 100% user adoption and additional sales. Experience training, coaching, developing, or leading people Excellent interpersonal skills (written and verbal), with demonstrated and effective communication and public speaking skills, as well as composure under pressure and professional attitude. Strong listening, analytical skills and are detail oriented A high level of professionalism and approachability Strong time management and organizational skills Thrive in a dynamic and collaborative environment We offer: The opportunity to make an immediate and visible impact in a fast-growing company with lots of potential. Passionate and fun teammates. Wear robots at work! Verve is dedicated to building a diverse team of individuals who are committed to contributing to an inclusive environment. Some of our core values include respect for all, serving the greater good, and welcoming individuals from diverse backgrounds, experiences, and perspectives. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Even if you do not check every box, but see yourself contributing, please apply. The opportunity to make an immediate and visible impact in a fast-growing company with lots of potential. Passionate and fun teammates. Wear robots at work!

Toast is driven by building the restaurant platform that helps restaurants adapt, take control, and get back to what they do best: building the businesses they love. Bready * to make a change? As a Senior Customer Success Manager, Toast's way of saying an “Account Manager”, you serve as the customer's main point of contact, trusted advisor, and drive a wide variety of customer driven initiatives. You are a strong relationship builder, understand a customer's goals and priorities, and translate them into strategic recommendations that will drive a high level of product adoption, satisfaction, referrals and customer retention. To thrive as a Customer Success Manager at Toast, you are flexible, a customer champion, and excel in ambiguous environments! The Regional Mid-Market (RMM) segment operates in a highly cross-functional role responsible for a regionally based book of business, ranging from 16-50 locations. As a Customer Success Manager, you wear many different hats at once and support one overarching goal to keep customers happy and grow their annual recurring revenue (ARR). About this roll * (Responsibilities) Build multiple layers of relationships with the customer, including Toast execs, as needed, and maintain daily database entries through Salesforce Retain SaaS revenue through consultative engagement and product recommendation by understanding needs of each customer Drive activation and adoption across Toast product suite by analyzing product module usage and leverage internal tools/customer marketing strategies Leverage your Toast product knowledge to facilitate customer demos and ensure the customer is getting the most out of their Toast experience Partner with internal leadership teams to own customer escalations to resolution, provide regular Voice of Customer feedback, and facilitate customer references/referrals Build cross-functional partnerships and collaborate closely to engage customers when necessary Do you have the right ingredients* ? (Requirements) 6+ years account management experience Mid-Market or Enterprise customer management experience Strong leadership, teamwork, and cross-departmental collaboration skills Strong communication and presentation skills that meet expectations of corporate teams and C-suite executives. Success operating independently and navigating competing priorities in a constantly changing environment General technical proficiency using software Proven track record of success in meeting and exceeding goals Excellent communication, organizational, and influencing skills Special Sauce* (Non-essential Skills/Nice to Haves) Experience providing technology or SaaS solutions to a client base Restaurant experience Experience managing customers in Mid-Market, Top SMB, or Enterprise segments Experience with Salesforce CRM, MS Office, G-Suite, and Slack Our Spread* of Total Rewards We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters' changing needs. Learn more about our benefits at ******************************************** *Bread puns encouraged but not required #LI-DNI The starting pay rate for this role is below. Please note, there is not a range for this role, the number listed below is the rate.Pay Rate$96,000-$96,000 USD Diversity, Equity, and Inclusion is Baked into our Recipe for Success At Toast, our employees are our secret ingredient-when they thrive, we thrive. The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences. We Thrive Together We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: ********************************************* Apply today! Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact candidateaccommodations@toasttab.com. ------ For roles in the United States, It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

A member of the Leadership Team, the Principal fulfills a key management role at Trinity. This individual will work as an engagement leader on client projects, a strategic leader on talent/staff management, and an intellectual leader for further expanding the firm's capabilities. More specifically, s/he will be responsible for marketing and branding the team's expertise to create client/project collaboration opportunities. Through developing strong relationships with new and existing clients, s/he will be responsible for exceeding pre-established revenue objectives. The Principal will also fulfill a highly strategic role in support of the firm's success by: identifying innovative initiatives and implementing those; contributing as a strategic business partner to senior management; and developing short and long term goals and spearheading the implementation of related activities. The Principal will have demonstrated expertise and comfort in customer engagement and will play a key leadership role within the Customer Engagement COE which is a growing team within Trinity that uses data, insights and strategy to engage their customers (HCPs, patients, payers) to achieve intended outcomes in Commercial and Medical. Trinity has an industry leading data platform and tools that can accelerate clients' ability to action data by predicting and orchestrating the "next best action/engagement" for both the field and digital channel(s). Combining industry leading data, benchmarking, insights, methods and approaches with orchestration positions Trinity to effectively consult and guide our clients to improved impact using omnichannel strategies. With the support of assigned management and staff, s/he will lead and ensure superb delivery on client proposals and projects. The Principal will create business opportunities in close collaboration with other members of the Leadership Team. Essential Functions Client Development * Liaise with leadership and project team to ensure project outputs include strategically sound and actionable recommendations and answers to customer engagement client business questions, both high level and nuanced based on project type * Serve as the leadership level contact to lead discussions, oversee all presentations, and ensure thorough project implementations and quality deliveries. * Develop and grow business through lead and revenue generation, expansion of team and furthering team capabilities. * Source additional business by both effectively managing existing accounts/clients, and securing new accounts/clients. * Meet revenue goals individually and through managing project team revenues. * Proactively engage staff in business development opportunities as appropriate to assist with and facilitate their growth. * Be viewed by the client as Trinity's expert resource, and demonstrate external thought-partner relationship development capability with multiple clients. Company Management / Leadership * Provide thought leadership in CE strategy in both client- and non-client-related activities (e.g., external conferences). * Support senior management as an innovative thought-leader with self-initiative and commitment to the firm's success. * Oversee budgets, exceed revenue goals and maintain expenses to ensure appropriate pricing and budget control. * Serve as the subject-matter expert on multiple therapeutic and/or practice areas, both internally and externally. * Lead internal and external initiatives that further the firm's status and capabilities. Staff Development / Mentorship * Be accountable for overall progression of team members, with particular focus on development of Trinity leadership presence within Customer Engagement internally and externally * Lead and manage assigned teams, ensuring excellence in client deliverables and staff progression. * Proactively identify development opportunities for staff and supervisors, provide related guidance, and facilitate their success. * Be a mentor and guide staff and supervisors on professional growth. Project Management * Develop and / or evaluate new business opportunities through the identification of follow-on work and new opportunities to foster the extension of current CE footprint within commercial and medical omnichannel and operations functions. * Field RFPs and develop first-pass proposals, primarily on CE and omnichannel opportunities; and as part of broader Trinity commercialization responses * Mobilize CE's capabilities to extend to current clients and their relevant counterparts within related functional groups (marketing, market planning, sales, operations, medical, medical affairs, analytics, insights and forecasting). * Oversee the successful delivery of client projects, guiding teams and taking ownership of the deliverables. * Set strategic direction for project activities, guiding supervisors on daily tasks and resource allocation. * Be an exemplary role model for producing quality results, ensuring high work ethics, professionalism and encouraging team work.

Veracode is seeking a talented, results-oriented, energetic, and highly-motivated individual to join our Customer Success Team. The Customer Success Manager (CSM) is responsible for building and maintaining strong relationships within assigned accounts ensuring high levels of customer satisfaction and recognition of ROI, leading to strong renewals and solution growth opportunities. The CSM works closely with our customers alongside Sales, Support, Account Management, Security Consultants, and other Operations and Product Management teams at Veracode to ensure our services are delivered successfully. The CSM reports to the Manager of Customer Success within the Services Organization. Responsibilities: · Build and maintain strong relationships within assigned accounts. · Promote customer satisfaction and loyalty by demonstrating an understanding of their critical business issues and needs while delivering products and services that help them meet their business objectives. · Educate customers on the use and benefits of the Veracode solutions. · Work closely with Veracode Support and other Services teams to ensure a consistently positive customer experiences by providing oversight and management for issues and initiatives. · Work with management team to ensure critical issues are well-documented and properly escalated in an expeditious manner for resolution. · Serve as customer advocate while capturing customer's feedback and reporting requests to Product Management and Engineering. · Prepare, schedule, and conduct quarterly account reviews; maintain accurate record of discussions and action items. · Provide monthly account reporting to management and internal stakeholders. · Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and account growth. · Develop and share best practices with team members to enhance the quality, effectiveness, and efficiency of our overall support of customers. · Collaborate with Sales team on account strategy, and identify opportunities for selling products and services within accounts. Veracode is seeking a talented, results-oriented, energetic, and highly-motivated individual to join our Customer Success Team. The Customer Success Manager (CSM) is responsible for building and maintaining strong relationships within assigned accounts ensuring high levels of customer satisfaction and recognition of ROI, leading to strong renewals and solution growth opportunities. The CSM works closely with our customers alongside Sales, Support, Account Management, Security Consultants, and other Operations and Product Management teams at Veracode to ensure our services are delivered successfully. The CSM reports to the Manager of Customer Success within the Services Organization. Responsibilities: · Build and maintain strong relationships within assigned accounts. · Promote customer satisfaction and loyalty by demonstrating an understanding of their critical business issues and needs while delivering products and services that help them meet their business objectives. · Educate customers on the use and benefits of the Veracode solutions. · Work closely with Veracode Support and other Services teams to ensure a consistently positive customer experiences by providing oversight and management for issues and initiatives. · Work with management team to ensure critical issues are well-documented and properly escalated in an expeditious manner for resolution. · Serve as customer advocate while capturing customer's feedback and reporting requests to Product Management and Engineering. · Prepare, schedule, and conduct quarterly account reviews; maintain accurate record of discussions and action items. · Provide monthly account reporting to management and internal stakeholders. · Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and account growth. · Develop and share best practices with team members to enhance the quality, effectiveness, and efficiency of our overall support of customers. · Collaborate with Sales team on account strategy, and identify opportunities for selling products and services within accounts. · Bachelor's degree and 5+ years of experience in customer-facing role · Experience working with senior and executive management · Possess strong written and verbal communication skills with excellent presentation skills · Demonstrated ability and desire to work and excel in fast-paced environment · Excellent multitasking and project management skills · Proficiency to develop and execute strategic plans · Excellent team player and able to work under own initiative · Ability to effectively facilitate and lead cross-functional teams and resources · Knowledge and practical experience in Application Security · Possess SDLC experience with understanding of Internet and web applications · Ability to learn new technologies · Must possess a proven understanding of corporate business world · Strong critical thinking, analytic, and problem solving abilities · Well-organized and with a high attention to detail · Proficiency with MS Office, Salesforce.com, and WebEx · Willingness and ability to travel up to 25% Skills & Requirements · Bachelor's degree and 5+ years of experience in customer-facing role · Experience working with senior and executive management · Possess strong written and verbal communication skills with excellent presentation skills · Demonstrated ability and desire to work and excel in fast-paced environment · Excellent multitasking and project management skills · Proficiency to develop and execute strategic plans · Excellent team player and able to work under own initiative · Ability to effectively facilitate and lead cross-functional teams and resources · Knowledge and practical experience in Application Security · Possess SDLC experience with understanding of Internet and web applications · Ability to learn new technologies · Must possess a proven understanding of corporate business world · Strong critical thinking, analytic, and problem solving abilities · Well-organized and with a high attention to detail · Proficiency with MS Office, Salesforce.com, and WebEx · Willingness and ability to travel up to 25%

Job Description At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit careers.klaviyo.com to see how we empower creators to own their own destiny. Customer Success Managers (CSMs) at Klaviyo are a critical part of our success and the success of our customers. We take the success of our customers incredibly seriously. Our mission is to deliver exceptional assistance to our customers with the highest level of quality in both product knowledge and communication skills, and in the process, consistently exceed customer expectations. We are looking for CSMs who are passionate about providing the best experience to customers who are scaling their businesses with Klaviyo. This is a great opportunity for someone with a passion for customer success, has strong technical skills, and a previous background in email marketing or general strategic marketing solutions. We are very interested in individuals who have a track record of finding creative solutions to unique problems, who thrive in challenging situations and want to apply these skills to solve for our customers using our software. How You'll Make a Difference Be passionate about your customers' success and establish yourself as the trusted advisor for ~20 customers Develop tailored success plans to drive adoption of the Klaviyo platform and ensure your customers achieve their goals Identify and recommend additional Klaviyo products to help increase revenue for your customers Proactively review customer performance, address any open issues, and ensure consistent messaging and appropriate escalation. Work cross functionally across Onboarding, Customer Growth, and internally facing teams to solve for customer goals and create a great customer experience Work to set priorities and establish a plan for to resolve open issues in a timely manner Provide customers with a combination of both strategic guidance and tactical support Communicate thoughtfully to provide answers to questions for both technical and non-technical end users while also supporting a wide range of technologies to reach their goals. Contribute feedback to Product on product improvements to enhance customer engagement. Contribute to a positive team environment of collaboration, customer empathy, equality and inclusion. Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up. Who You Are 2+ years of customer success experience with a track record for building and nurturing relationships with multiple stakeholders on an account at a time. Experience explaining how to reach key goals using software with end users A track record for creative problem solving for customers and end users. Experience in marketing or advising customers on marketing strategy. Comfortable discussing account renewals, upgrades, and cancellations Thrives in a collaborative environment Excellent organizational and project management skills. Excellent communication skills via phone, video conference and email. Curious and eager to learn Able to adapt in a quickly changing environment Experience with: Microsoft Office Suite, G-Suite, Google Sheets, PowerPoint Track record managing customer relationships through Salesforce or similar CRMs Experience using email marketing platforms and E-Commerce platforms a plus You've already experimented with AI in work or personal projects, and you're excited to dive in and learn fast. You're hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient. We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025. Please see the independent bias audit report covering our use of Covey here Massachusetts Applicants: 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. Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location. In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations:$72,000-$108,000 USD Get to Know Klaviyo We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators-ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us. AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls. By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application. You can find our Job Applicant Privacy Notice here and here (FR).

InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces, multiple SaaS Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as well as our leadership in AI maturity and responsible innovation. It's an award-winning, purpose-driven environment where top talent thrives. To learn more, visit InvoiceCloud.com. Job Details The Customer Success Manager (CSM) supports a portfolio of insurance carriers, acting as their strategic partner and advocate. You will ensure clients realize maximum value from InvoiceCloud's platform by driving retention, adoption, revenue growth, and product expansion. You will apply your insurance industry experience to understand carrier operations, share best practices, influence digital strategy, and build relationships that lead to long-term success. This role requires advanced relationship management skills, strong communication, analytical thinking, deep familiarity with insurance environments, and the ability to translate insights into actionable programs that deliver measurable outcomes. Success Profile: Success in this role is anchored in InvoiceCloud's Core Competencies. These competencies capture how we build relationships, deliver value, and drive outcomes for our clients and our business. Customer Centric Builds trusted, long-term relationships with insurance carriers by proactively understanding their business goals, workflows, and operational challenges. Develops familiarity with carrier systems, policy admin workflows, and claims/payment processes to tailor guidance effectively. Identifies early signals of churn risk or dissatisfaction and acts quickly to restore confidence and strengthen engagement. Delivers clear, empathetic communication across all channels-virtual, written, and in person-adapting tone and style to suit carrier stakeholders at varying levels. Applies insurance industry best practices to help carriers modernize their digital payment strategy and customer experience. Cultivates relationships that result in reference participation, case studies, and public advocacy. Results Driven Designs and executes strategies that materially improve digital payment adoption (AutoPay, paperless billing, online payments) within insurance workflows. Drives measurable improvements in retention, revenue contribution, usage of InvoiceCloud features, and client satisfaction. Identifies upsell or cross-sell opportunities aligned with carrier needs and produces actionable customer success qualified leads. Uses Salesforce, adoption metrics, and other reporting tools to evaluate account performance and create targeted plans. Maintains disciplined focus on achieving portfolio goals related to renewals, adoption metrics, reference growth, and revenue expansion. Leverages understanding of the insurance vertical to contextualize performance trends and inform account strategy. Takes Ownership Manages all aspects of assigned carrier relationships, ensuring proactive engagement, timely follow-up, and strong delivery against commitments. Builds a working technical understanding of each carrier's implementation, integrations, and data flows to effectively diagnose or escalate issues. Documents account history, conversations, insights, and future plans to ensure continuity and operational excellence. Anticipates client needs, proposes solutions, and independently initiates actions that support long-term success. Uses sound judgment and autonomy to navigate complex situations, representing InvoiceCloud with professionalism and credibility. Drives Efficiency Establishes scalable engagement cadences to effectively support a portfolio of carrier clients. Uses dashboards, reporting tools, and Salesforce workflows to prioritize outreach and manage portfolio demands. Applies strong organizational skills to manage multiple initiatives simultaneously while maintaining high responsiveness. Identifies bottlenecks, process gaps, or workflow inefficiencies-either within client operations or internal teams-and presents structured recommendations for improvement. Leverages automation, templates, and repeatable playbooks to increase productivity and ensure consistent, high-quality communication. Innovative Brings creative thinking to carrier challenges by analyzing trends, identifying adoption barriers, and recommending new strategies. Shares emerging insurance industry insights and digital engagement best practices to modernize carrier experiences. Uses AI-assisted tools to enhance account insights, accelerate communication, and identify new opportunities for optimization. Suggests enhancements to InvoiceCloud features or programs based on client feedback and vertical-specific needs. Experiments with new engagement methods or reporting formats to elevate the carrier experience and drive stronger outcomes. Requirements Strong relationship management experience with a track record of driving retention and growth Insurance industry experience or familiarity with carrier operations, workflows, or core systems strongly preferred Experience with electronic billing, payments, merchant services, or SaaS solutions is highly beneficial Outstanding verbal, written, presentation, and interpersonal communication skills Customer-driven, results-oriented, and able to operate with urgency and precision Strong organizational, time-management, and planning skills Demonstrated ability to work independently and manage multiple priorities Proficiency with Microsoft Office tools and Salesforce Travel: Periodic travel to key carrier accounts for onsite meetings or industry conferences as required. Benefits We offer a competitive benefits program including: Medical, dental, vision, life & disability insurance 401(k) plan with company match Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays Mental health resources Paid parental leave & Backup Care Tuition reimbursement Employee Resource Groups (ERGs) Base salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The above represents the expected base compensation range for this job requisition. Ultimately, in determining your pay, we'll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors. Base Compensation Range$80,000-$95,000 USD InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race, color, religion, age, sex, nationality, disability, genetic information, veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected under applicable laws. This commitment applies to all aspects of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leave, compensation, and training. If you require a disability-related or religious accommodation during the application or recruitment process, and wish to discuss possible adjustments, please contact *********************. Click here to review InvoiceCloud's Job Applicant Privacy Policy. For recruitment agencies: InvoiceCloud does not accept unsolicited resumes from agencies. Please do not forward resumes to our job aliases, employees, or any other company location. InvoiceCloud is not responsible for any fees associated with unsolicited submissions.

Toast is driven by building the restaurant platform that helps restaurants adapt, take control, and get back to what they do best: building the businesses they love. Bready* to make a change? As a Senior Customer Success Manager, Toast's way of saying an "Account Manager", you serve as the customer's main point of contact, trusted advisor, and drive a wide variety of customer driven initiatives. You are a strong relationship builder, understand a customer's goals and priorities, and translate them into strategic recommendations that will drive a high level of product adoption, satisfaction, referrals and customer retention. To thrive as a Customer Success Manager at Toast, you are flexible, a customer champion, and excel in ambiguous environments! The Regional Mid-Market (RMM) segment operates in a highly cross-functional role responsible for a regionally based book of business, ranging from 16-50 locations. As a Customer Success Manager, you wear many different hats at once and support one overarching goal to keep customers happy and grow their annual recurring revenue (ARR). About this roll* (Responsibilities) * Build multiple layers of relationships with the customer, including Toast execs, as needed, and maintain daily database entries through Salesforce * Retain SaaS revenue through consultative engagement and product recommendation by understanding needs of each customer * Drive activation and adoption across Toast product suite by analyzing product module usage and leverage internal tools/customer marketing strategies * Leverage your Toast product knowledge to facilitate customer demos and ensure the customer is getting the most out of their Toast experience * Partner with internal leadership teams to own customer escalations to resolution, provide regular Voice of Customer feedback, and facilitate customer references/referrals * Build cross-functional partnerships and collaborate closely to engage customers when necessary Do you have the right ingredients*? (Requirements) * 6+ years account management experience * Mid-Market or Enterprise customer management experience * Strong leadership, teamwork, and cross-departmental collaboration skills * Strong communication and presentation skills that meet expectations of corporate teams and C-suite executives. * Success operating independently and navigating competing priorities in a constantly changing environment * General technical proficiency using software * Proven track record of success in meeting and exceeding goals * Excellent communication, organizational, and influencing skills Special Sauce* (Non-essential Skills/Nice to Haves) * Experience providing technology or SaaS solutions to a client base * Restaurant experience * Experience managing customers in Mid-Market, Top SMB, or Enterprise segments * Experience with Salesforce CRM, MS Office, G-Suite, and Slack Our Spread* of Total Rewards We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters' changing needs. Learn more about our benefits at ******************************************** * Bread puns encouraged but not required #LI-DNI The starting pay rate for this role is below. Please note, there is not a range for this role, the number listed below is the rate. Pay Rate $96,000-$96,000 USD Diversity, Equity, and Inclusion is Baked into our Recipe for Success At Toast, our employees are our secret ingredient-when they thrive, we thrive. The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences. We Thrive Together We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: ********************************************* Apply today! Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact candidateaccommodations@toasttab.com. * ----- For roles in the United States, It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.