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Customer Success Manager
Fortive 4.1
Customer success manager job in Franklin, TN
The CustomerSuccessManager is tasked with leading proactive customer engagements, fostering exceptional customer lifetime value, and driving positive outcomes in customer health, retention, and advocacy within their territory. This territory-based role requires the CSM to act as a trusted advisor, conducting regular cadence calls, customer onsite visits, annual business reviews, and tailored customersuccess plans. Their knowledge of the company's applications, resources, and tools, combined with their expertise in clinical and business domains, enables them to surpass key performance metrics in customer health, retention, and growth.
The CustomerSuccessManager is responsible for securing customer renewals, supporting customer orders (non-subscription), and raising CS qualified opportunities for subscription expansion. The ideal candidate will be highly analytical, data-driven, decisive, organized, disciplined, collaborative, strategic, practical, creative, and innovative. Strong problem-solving skills, adaptability, and the ability to multi-task are a must.
PRIMARY RESPONSIBILITIES -
Become the strategic partner for your assigned clients, addressing their goals and recommending proven best practices that maximize their desired outcomes.
Regularly review and provide customer health data to identify trends and opportunities and actively address and avoid risks.
Provide internal communications regarding customer's configuration, usage information, satisfaction of the system.
Establish and conduct proactive recurring cadence calls with customers that accelerate the adoption of best practice solutions aligned with customer goals and objectives.
As the account quarterback, establish and supervise the customer's adoption, sustainment, and optimal utilization of Censis's products and services to continually drive incremental value. Guide the customer to the appropriate internal Censis resources available.
Schedule proactive on-site visits with customers to foster relationships and better understand each customer's unique environment.
Create and conduct annual Business Reviews with customer leadership teams to drive impactful partnership discussions, align on their vision for continuous improvement, understand key business challenges, and deliver value messaging.
Execute contract renewal management workflows, working with our internal teams and external customers to ensure timely renewals.
Build and maintain clinical and technical knowledge expertise. Knowledgeable about the workflow solutions and benefits of Censis applications.
Actively support funnel growth by generating qualified CS leads based on customer evidence.
Actively update required CRM systems and follow cross-functional standard workflows.
Be a client advocate, while keeping Censis values and initiatives in mind.
REQUIREMENTS/QUALIFICATIONS
3 years or relevant experience in Sterile Processing Lead or Educator roles, ideally with Censitrac super-user experience.
Bachelor's degree or equivalent work experience required.
CCSVP or higher certification, or able to attain in the first 6 months in role.
Experience with interacting with stakeholders in the sterilization, hospital hygiene or operating room fields.
Ability to diagnose complex issues, comprehend the full breadth of services, blend them into practical solutions that meet our clients' needs, and articulate them across multiple disciplines
Excellent organizational skills, a high degree of adaptability and the ability to anticipate and respond to changing priorities.
Strong communication skills (oral and written) and the ability to use them at several organizational levels. Solid presentation, communications and influencing skills, demonstrated through all forms of communication.
Strong analytical, commercial and digital literacy such as Excel, Sharepoint, Oracle, Salesforce.com, and CRM tools
Available to travel approximately 30% of the time
Fortive Corporation Overview
Fortive's essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.
We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We're a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.
We are a diverse team 17,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.
At Fortive, we believe in you. We believe in your potential-your ability to learn, grow, and make a difference.
At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.
At Fortive, we believe in growth. We're honest about what's working and what isn't, and we never stop improving and innovating.
Fortive: For you, for us, for growth.
About Censis
Censis, the first company to engineer a surgical asset management system that tracks down to the instrument and patient levels, has continually set the standards for the sterile processing industry.From the beginning, Censis has recognized the vital connection between perioperative innovation and efficiency, unparalleled customer care and improved operational performance. By continuing to invest in technology, ease of integration, education and support, Censis provides solutions that empower hospitals and healthcare providers to stay compliant and ahead of healthcare's rapidly changing environment. With Censis, you're positioned to start ahead and stay ahead, no matter what the future holds.
We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.
$56k-87k yearly est. Auto-Apply 60d+ ago
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Customer Success Manager
Hubsync
Customer success manager job in Franklin, TN
Reports To: Director of CustomerSuccessAbout HubSyncHubSync is a fast-growing SaaS company transforming the accounting industry through a fully integrated platform that enhances productivity and delivers a seamless experience for accounting firms and their customers. We are on a mission to change the paradigm of customer engagement and value delivery-and we're looking for passionate individuals who want to be part of this journey.About the RoleAs a CustomerSuccessManager (CSM), you are the primary point of contact for our customers-responsible for delivering an exceptional experience from onboarding through renewal. You'll guide accounting firms through implementation, drive adoption, identify opportunities for expansion, and help customers realize the full value of HubSync.
The ideal candidate is a relationship builder, strategic thinker, and problem-solver who thrives in a dynamic, fast-paced environment. You'll work cross-functionally with Sales, Product, Support, and Engineering to ensure our customers are successful and growing with HubSync.Key ResponsibilitiesExecution - Deliver Speed to Value
Own the customer journey from onboarding through full platform adoption, ensuring on-time and on-budget delivery.
Build strong, trusted relationships with key stakeholders at customer firms.
Act as a strategic advisor to drive adoption, satisfaction, and customer ROI.
Manage escalations and resolve customer issues using closed-loop feedback processes.
Maintain and refine best-in-class tools, processes, and playbooks for scalable customersuccess.
Customer Engagement & Team Leadership
Serve as the internal champion for your customers, coordinating cross-functional teams (e.g., Sales, Product, Support) to align with customer goals.
Lead regular touchpoints and executive check-ins to track progress and keep customers aligned and engaged.
Identify and proactively mitigate risks to ensure a smooth and successfulcustomer experience.
Growth - Drive Strategic Expansion
Understand customer goals, pain points, and platform usage to surface relevant solutions and expansion opportunities.
Support account growth through upsell, cross-sell, and increased share of wallet.
Collaborate with product teams to identify gaps and co-develop new solutions based on customer feedback.
Maintain stakeholder maps and expand key relationships across customer accounts.
Reporting & Metrics
Develop and maintain 30/60/90-day customersuccess plans tied to measurable outcomes.
Track and report on health scores, adoption metrics, renewal forecasting, and customer satisfaction (CSAT/NPS).
Drive continuous improvement through data insights and customer feedback.
Success Metrics
Customer Outcomes: Adoption, ROI, time to value, 100% renewal rate.
Customer Satisfaction: Measured performance at best-in-class levels.
Revenue Impact: Expansion opportunities, pipeline growth, and account-level wins.
Operational Excellence: Clear cadence of communication, internal alignment, and high-impact reporting.
Experience & Qualifications
3+ years of experience in a CustomerSuccess role, with 5+ years in a SaaS environment.
Proven track record of managing enterprise accounts and driving customer adoption and satisfaction.
Strong project management and problem-solving skills; ability to manage complex implementations.
Experience using platforms such as Jira, Confluence, and HubSpot to manage projects and customer relationships.
Familiarity with the software development lifecycle, product ownership, or product management is a plus.
Accounting industry experience strongly preferred.
Excellent communication, collaboration, and relationship-building skills.
Experience in a high-growth or early-stage company environment preferred.
Bachelor's degree (B.A., B.S.) or higher required.
What You'll Bring
Passion for delivering exceptional customer experiences.
A proactive, resourceful, and ownership-driven mindset.
Ability to balance strategic thinking with hands-on execution.
$61k-99k yearly est. Auto-Apply 60d+ ago
Manager, Client Engagement
Ovationhealthcare
Customer success manager job in Brentwood, TN
The Client Engagement Team serves as the principle executive contact with Ovation Healthcare's Supply Chain members. In this role, the Client Engagement Manager is responsible for working with the members, specifically the C-Suite, Executive Leadership, and Supply Chain team within the facility to drive value and savings to enhance their performance, as well as expanding Ovation Healthcare's footprint with the member and driving growth. The Client Engagement Manager establishes and maintains professional business relationships, expedites the utilization of Ovation Healthcare contracts and offerings by the members. The Client Engagement Manager serves as a trusted advisor to the member(s) s/he supports, engaging member executives regularly for the purpose of helping them achieve savings, improving performance, promoting standardization, and eliminating waste in the Supply Chain function and other key areas of their enterprise. The Client Engagement Manager has leadership responsibility to develop and maintain a robust account plan and executing against that plan to identify opportunities for his/her accounts to improve operational and financial performance. The Client Engagement Manager effectively utilizes various data and analytics tools and reports to analyze and present key opportunities to the member(s) s/he supports, as well as summarizing and presenting savings results and other key information to the member(s). The Client Engagement Manager works to coordinate Ovation Healthcare resources to ensure that Ovation Healthcare members are supported as effectively as possible, experiencing superior service that results retention, as well as advocacy and promotion of Ovation Healthcare to prospective members. This high profile and professional position may be home-based or office-based, depending on location of account assignments. Portfolio of assigned strategic accounts includes Hospitals, Ambulatory Surgery Centers, Long Term Care facilities, and/or Behavioral Health facilities. The ability to travel up to 50%, including overnight travel, is required for the role.
Key Responsibilities:
Move strategic customers from current state to a trusted strategic partnership; formalize partnership through an agreement that is recognized across Ovation Healthcare and the account.
Meets member specific targets for organic growth, contract performance, compliance, conversions, renewal, savings and strategic objectives.
Establishes productive, professional and consultative relationships with C-Suite, executive personnel and supply chain team throughout member organization, building credibility and trust through collaboration.
Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary Ovation Healthcare personnel.
Proactively leads a joint company-strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones for a one-to-three-year period that leads to a clear action plan for success.
Coordinates the involvement of the Elevate teams to develop and articulate a strategic vision for member to meet account performance objectives and customers' expectations.
Builds strategic partnerships with accounts to further advance company goals of revenue and margin enhancement.
Keeps the organization's vision and values at the forefront of decision-making and action.
May supervise staff assigned to support responsibilities for specific customers.
Knowledge, Skills & Abilities:
Working knowledge of healthcare industry, supply chain, GPOs, clinical and business personnel
Supply Chain Processes - Demonstrated understanding of end-to-end supply chain processes.
Strong analytic skills-- Advanced skills in Microsoft Excel with the ability to use functions such as Pivot Tables, VLOOKUP, etc.
Advanced skills in Microsoft PowerPoint and Word.
Ability to gather, analyze and make sense of large amounts of data and apply it to make business and customer-focused decisions.
Ability to demonstrate financial knowledge and business acumen.
Able to work under consultative direction toward predetermined long-range goals and objectives, where assignments are often self-initiated.
Excellent communication and inter-personal skills; able to present and influence credibly and effectively at all levels of the organization including the C-Suite.
Exceptional Project Management, communication, negotiation and presentation skills
Proven ability to successfullymanage multiple projects and timelines.
Ability to effectively negotiate with a record of accomplishment of results.
Passion for results-- able to drive high standards for self; tenaciously working to meet or exceed challenging goals.
Demonstrated ability to calculate figures and amounts such as savings, rebates, fees, and percentages, as well as analyze statistical and financial data.
Ability to understand and follow spreadsheets and contract language.
Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow with minimal direction.
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
Ability to initiate tough conversations, effectively manage internal politics, and handle conflict in a healthy, relationship-building manner.
Must demonstrate executive presence and emotional intelligence, remaining calm and confident in challenging situations.
Intimate understanding of all internal functions of both Ovation Healthcare and the accounts assigned.
Excellent time management skills with ability to use independent judgment effectively.
Ability to execute, both independently and as a collaborate member of various teams and committees.
Work Experience, Education, and Certifications:
Bachelor's degree in business or management related field preferred.
Demonstrated understanding of end-to-end supply chain processes, acquired through 5+ years
Minimum 3+ years of strategic account management
Sales experience- prospecting, pipeline development, conversion not required but helpful
Project management experience or knowledge
Experience working with data analysis and visualization tools, such as Microsoft PowerBI and Tableau
Experience with Excel, Word, and PowerPoint.
Salesforce CRM experience preferred
$74k-124k yearly est. Auto-Apply 4d ago
Client Success Guide
Fix Group Management
Customer success manager job in Franklin, TN
Who are we? We are Shop Fix Academy! We are a business consulting company for Auto Repair Shops. Our mission is to set Auto Repair Shop owners up for success; to give freedom and confidence to become the businessman/woman they were always meant to be. Our motto is “Fix the owner, Fix the shop”, and that's exactly what we do; we make a real difference in people's lives. We are more than just a coaching company that gives business advice and guidance. We lead, encourage, and inspire people to find their inner leader as individuals and owners.
The Client Success Guide is the cornerstone of engagement and retention at ShopFix Academy. They own the relational and accountability layer between members, coaches, and coordinators. This role ensures our 1,000+ members are:
- Onboarded quickly, consistently, and relationally.- Supported beyond coaching calls with proactive accountability and follow-up.- Engaged with resources, tribe times, and events.- Retained long-term through structured systems, white-glove service, and relational trust.
This is a member-facing leadership role that balances people skills with process ownership while directing coordinators in tactical support.Core Responsibilities:
Member Engagement & Retention
Serve as the primary engagement leader for ~200-250 members across multiple coach groups.
Conduct post-coaching follow-ups to review action items, encourage accountability, and provide next-step resources.
Identify at-risk members early and intervene with relational calls before cancellation risk escalates.
Run quarterly retention reviews for all assigned members.
Build relational equity so members know they have a trusted partner beyond their coach.
Onboarding Oversight
Coordinate with support staff to ensure system setup is complete (logins, tribe assignments, scheduling).
Deliver relational expectation-setting calls (what to expect, how to succeed, cultural alignment).
Facilitate group onboarding sessions with coordinators and coaches.
Track onboarding KPIs (completion within 5 days, first call booked, Salesforce entries).
Tribe Time & Group Facilitation
Partner with coaches during tribe sessions: coach provides expertise, manager drives exercises, accountability, and follow-through.
Capture key notes, commitments, and action items from tribe calls and ensure Salesforce logging.
Pop into tribe times regularly to show presence and reinforce accountability.
Retention Leadership
Maintain visibility into member progress, call attendance, and engagement trends.
Escalate at-risk members quickly to Director of Client Success with context and action plan.
Own the relational side of turn risk conversations, aligning with coaches and leadership on solutions.
Ensure events, coaching, and tribe touchpoints become retention drivers (not just admin-heavy tasks).
Event & Conference Engagement
Partner with coordinators for registration, scheduling, and logistics.
Lead tribe breakouts, accountability exercises, and member engagement activities during conferences.
Serve as a relational presence, not an admin operator (coordinators handle lanyards, swag, and logistics).
Technology & Systems Ownership
Use Salesforce as the system of record for all member interactions and retention tracking.
Audit coordinator call notes and ensure all action items are recorded.
Partner with internal support to solve system issues so managers stay member-focused.
Coordinator Direction & Development
Provide daily tactical guidance to assigned coordinators.
Hold coordinators accountable to SOPs (onboarding steps, scheduling, follow-ups, event support).
Protect coordinators from overload by filtering escalations and prioritizing relational work over repetitive admin.
Mentor high-performing coordinators toward promotion into management.
Key Competencies:
Relational Leader: Builds trust quickly; strong at handling escalations with empathy and authority.
Detail-Oriented: Tracks follow-ups, action items, and KPIs consistently.
Confident Communicator: Skilled in phone, Zoom, and live facilitation.
Organized & Structured: Thrives in process-driven environments, balancing multiple priorities.
Tech-Enabled: Comfortable with Salesforce, Calendly, Zoom/Meets, Airtable, Eventbrite.
Retention-Minded: Thinks in terms of keeping members long-term, not just completing tasks.
What Success Looks Like:
95% of new members onboarded within 5 days.
90%+ coaching call attendance across assigned tribes.
Consistent relational follow-ups logged in Salesforce.
Retention rates in assigned tribes exceed benchmarks.
Events deliver high engagement - members registered, checked in, and fully participating.
Members know their manager by name, feel supported, and remain long-term.
Why This Role Matters:
Without dedicated Member Managers:
Coordinators drown in admin and can't build relationships.
Coaches are left carrying member accountability, creating burnout.
Members experience inconsistency, delayed onboarding, and lack of follow-up.
With Member Managers:
Members are protected through relational touchpoints.
Coaches are supported with prep, context, and escalation filtering.
Coordinators are freed to execute admin at high quality.
Retention is owned and tracked, protecting millions in recurring revenue.
Benefits (the good stuff):
Free access to all ShopFix coaching programs and events
A purpose-driven culture that celebrates innovation and impact
Opportunities for growth and advancement - we love seeing our team members succeed!
Health, dental, and vision insurance
401(k) with company match
Christmas club program with company match
Company-paid life insurance and long-term disability
Short-term disability
Critical illness and accident coverage
Employee Assistance Program
Paid time off
Paid holidays
Shop Fix Academy is proud to be an Equal Opportunity Employer and welcomes everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
$51k-81k yearly est. Auto-Apply 12d ago
Customer Solutions Manager
Caterpillar 4.3
Customer success manager job in La Vergne, TN
Customer Solutions Manager ABOUT US Looking for more than just a job? At Thompson Machinery, we've been powering progress since 1944. We are the go-to Caterpillar dealer for Middle and West Tennessee and North Mississippi. Come join a team where our mission is simple: deliver smart solutions, build lasting partnerships, strengthen the communities we call home and invest in your growth. WHAT YOU WILL DO The Customer Solutions Manager is responsible for directing all connected asset programs, including Equipment Management Solutions (EMS), Product Link and Condition Monitoring Analysis (CMA); Customer Support Agreement (CSA); Field Planned Maintenance (PM) and Lube Services; and Fluid Analysis/Oil Lab functions. This position will coordinate activities across Thompson Machinery as the company focuses on introduction and service of new technologies with customers in both the Construction Equipment and Energy & Transportation segments of the business. The group is designed to assist customers in lowering their owning and operating costs through scheduled maintenance, monitoring customer equipment and providing advice on critical events delivered through remote monitoring capability, and through providing actionable reports gained through analysis. Reporting to the VP of Product Support, the Customer Solutions Manager will work closely with department and branch managers to understand specific customer needs and will use this information to develop appropriate programs for customer and employee use. The position will be based in either LaVergne or Memphis, Tennessee. ESSENTIAL DUTIES & RESPONSIBILITIES
Manages the Lube Services section including CSA and non-CSA PM work on machines throughout the territory. Dispatches technicians from multiple branches across the territory.
Manages the Fluid Analysis/Oil Lab section ensuring fluid samples are processed at the central lab, samples are registered, and maintenance and interpretation are completed.
Manages the Condition Monitoring section to ensure monitoring of equipment using Equipment Care Advisor (ECA); monitoring of equipment health in VisionLink; and review of oil sample data for comparison against electronic data. Provide customers training on user interfaces for machine health data and Cat Inspect.
Manages the use of software to provide solutions for customers telematics and diagnostic needs, including ET, SIS, PL Installs, Get Connected Program, and other affiliated services.
Able to work in cross-functional groups and lead collaborative projects.
Able to effectively communicate with individuals at all levels of the company while effectively managing business expectations.
Strong interpersonal, problem-solving, and presentation skills.
Demonstrated ability in mentoring, coaching and team-building.
Effective time management skills.
Ability to work independently with minimal supervision as needed.
Strong written and verbal communication skills; adheres to defined documentation standards.
Attend training as required and actively seek to continually enhance understanding of processes and methodologies.
Attend events, team meetings and functions as required.
Adhere to all Company processes and policies while maintaining confidentiality.
Ensure Thompson Machinery values are always evident within the Company and to customers.
May have to lift up to 25-30 pounds on occasion.
May work in an environment where hazards are present.
Requires frequent hand use for typing, operating the phone, handling materials, and other job-related tasks.
Other duties as assigned.
WHAT WE EXPECT OF YOU We all have different backgrounds, yet we all use our unique contributions to provide the highest quality of service. BASIC QUALIFICATIONS EDUCATION & EXPERIENCE
High school diploma required with a preference for completion of an associate's or bachelor's degree in relevant business fields.
Five (5) or more years' experience in equipment dealership, including management of departments and responsibility for P&L.
KNOWLEDGE, SKILLS, AND ABILITIES
Strong analytical skills and able to turn complex processes into workable programs.
Experience with and able to utilize Microsoft Office software applications (MS Excel, Word, PowerPoint, etc.).
Ability to learn and use Caterpillar proprietary software (DBS, ET, SIS, and VIMS).
Understanding of Thompson Machinery products and services, with a focus on how customers use our products and services.
Familiarity with the industries in which Thompson Machinery focuses.
Provide strong customer service, understanding needs.
Manage and build new and existing relationships.
Focused on team and the importance of working together to achieve success.
Possess the “soft skills” necessary to be successful in interactions with others.
Provide value to the company as a contributing member of the training team, delivering products to both our customers and staff.
WHAT'S IN IT FOR YOU At Thompson Machinery, we believe that great benefits are more than just perks- they're essential for employee well-being and success. We've designed a benefits package that goes beyond the ordinary, ensuring that our team members thrive both personally and professionally. Here's an overview of our benefits, including some that set us apart from our competitors. THE BASICS
Various medical plan options, including a no-cost option
Vision and dental insurance
Employer-paid short-term and long-term disability insurance
Employer-paid basic life insurance
401k matching
Profit Sharing
8 paid holidays annually
Initially up to 15 days of Paid Time Off annually with increase after five years of service
Employee Assistance Program (EAP)
WHAT SETS US APART
Competitive pay
Exposure to world-class CAT training and development
Tuition Reimbursement
Tool Purchase Assistance to buy high-quality tools at deep discounts
Annual stipend toward the purchase of work boots
Company Incentive Bonus Program
Paid Veteran holiday annually to all service members
Training and Development programs
Work uniforms and professional cleaning services
Financial Wellness programs
Thompson Machinery offers competitive salaries and a complete benefits package.
Compensation for this position will be commensurate with candidate experience and background. Thompson Machinery is an equal opportunity employer: Minorities/Women/Veterans/Disabled.
$82k-127k yearly est. 4d ago
Client Director
Arctiq
Customer success manager job in Brentwood, TN
Arctiq is a leader in professional IT services and managed services across three core Centers of Excellence: Enterprise Security, Modern Infrastructure and Platform Engineering. Renowned for our ability to architect intelligence, we connect, protect, and transform organizations, empowering them to thrive in today's digital landscape. Arctiq builds on decades of industry expertise and a customer-centric ethos to deliver exceptional value to clients across diverse industries.
Position Overview:
Are you an energetic, articulate individual with a unique approach to consultative selling of IT solutions? Your focus will be on our comprehensive solutions portfolio, including Product, Professional Service, and Managed Service offerings. In this role, you will drive sales and profitability objectives across a diverse segment of the market. You will maintain and strengthen client relationships, identify marketplace opportunities with a keen sense of charisma and persistence and prospect and engage new clients. If you have the ability to demonstrate a unique approach to consultative selling and are passionate about IT solutions, we would love to hear from you.
Responsibilities:
Collaborate closely with clients to gain a thorough comprehension of their technological requirements and create custom solutions that meet their evolving requirements.
Effectively articulate the features and advantages of Arctiq solutions while managing and exceeding customer Leverage experience in selling IT product and services to showcase the comprehensive benefits of Arctiq offerings.
Work in tandem with sales leadership to establish competitive price structures, manage deal registrations, administer rebates and promotions; ensure seamless communication of these strategies to both existing and potential clients.
Consistently evaluate and qualify new sales prospects, showcasing reliable sales forecasting abilities.
Forge and nurture robust relationships with Arctiq's key partners, maintaining a comprehensive understanding of their offerings, services, and unique initiatives within product and services.
Stay fully informed about Arctiq's service delivery capabilities and team expertise within modern technology solutions, ensuring accurate representation and alignment with client needs.
Craft and deliver comprehensive product and service proposals, quotes, and responses to RFPs, including managing contracts and product leases within the modern infrastructure, security, and platform engineering space.
Achieve and surpass monthly gross profit targets and quarterly Sales Quotas through strategic selling.
Undertake any additional responsibilities and tasks as assigned, drawing upon experience in modern technology solutions to drive success and innovation within the organization.
Qualifications:
5+ years of proven sales experience in the IT industry with strong product and services knowledge.
A track record of meeting or exceeding sales targets and quotas.
Strong understanding of modern technology trends, including infrastructure, cloud computing, and security.
Ability to discuss technical concepts with clients and provide insights into how Arctiq solutions align with their needs.
Experience in building and maintaining long-term relationships with clients.
Ability to understand client pain points, anticipate their needs, and provide proactive solutions and support.
Excellent verbal and written communication skills, with the ability to effectively present and explain complex technical concepts to both technical and non-technical audiences.
Strong negotiation and persuasion skills.
Ability to develop and implement strategic sales plans to achieve business objectives.
Identify new business opportunities, analyze market trends, and stay ahead of competitors in the modern technology space.
Work collaboratively with internal teams to ensure seamless execution of sales strategies and deliver exceptional customer experiences.
Highly motivated and results-oriented, with a focus on driving revenue growth and expanding market share.
Comfortable working in a fast-paced, dynamic environment and adapting to changing priorities.
Stay updated with industry developments, competitor strategies, and emerging technologies. Leverage this knowledge to position Arctiq solutions effectively in the market.
Arctiq is an equal opportunity employer. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know. We celebrate our inclusive work environment and welcome members of all backgrounds and perspectives to apply.
We thank you for your interest in joining the Arctiq team! While we welcome all applicants, only those who are selected for an interview will be contacted.
$88k-133k yearly est. 60d+ ago
Client Service Manager II, Personal Lines
Arthur J Gallagher & Co 3.9
Customer success manager job in Franklin, TN
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
Overview
As experts in protecting what matters most to businesses and individuals, we're looking to bring on our next Client Service Manager II to support our Personal Lines department and deliver exceptional risk management solutions to our growing client base.
Our Account Executive will partner with our sales team, as well as work independently on sales opportunities, to lead day-to-day management of current clients' insurance programs.
Why This Role?
* Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in field
* Provide mentorship and leadership to other team members, contributing to the growth and development of books of business
* Opportunity for upward mobility and advancement opportunities across
How you'll make an impact
* Client Support
* Lead meetings with clients, including meetings at client locations.
* Responsible for providing comprehensive client support and act as main client contact for book of business. Provide proactive support on specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications.
* Effectively manage difficult client communications including changes in terms, enrollment guidelines, risk assessment, and group size/details.
* Support in client retention by maintaining a positive relationship and image with clients.
* Account Management
* Prepare for and lead open enrollment meetings.
* Review and support in enrollment, benchmarking, financial and utilization data based on financial review standards.
* Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design programs or enrollment options for clients as assigned and directed by.
* Agency management.
* Own all audit, review and claims processes for assigned book of business.
* Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
* Support maintenance of agency management system, communication system, and other tools.
* Insurance Expertise
* Develop and maintain strong personal relationships with appropriate insurance carrier personnel. Proficient in enrollment and program guidelines; can negotiate with providers as needed.
* Fluent in the client's industry and current events that can modify the coverages needed.
* Review changes in carrier offerings and policies and relay information to the larger service team.
* Leadership
* Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
* Facilitate and collaborate with account team on the agency's renewal strategy.
* Client Strategy
* Provide clients with tailored EB programs and review methods of handling risks. Identifiy and explain gaps in program. Work with the producer to write new business.
* Educate clients concerning the regulatory environment and assist clients with compliance issues as necessary.
* Other duties as assigned.
About You
Required: Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience. Property and Casualty License. . Proficiency in Microsoft Office. Previous insurance knowledge and experience managing client relationships. Solid financial acumen.
Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.
Compensation and benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:
* Medical/dental/vision plans, which start from day one!
* Life and accident insurance
* 401(K) and Roth options
* Tax-advantaged accounts (HSA, FSA)
* Educational expense reimbursement
* Paid parental leave
Other benefits include:
* Digital mental health services (Talkspace)
* Flexible work hours (availability varies by office and job function)
* Training programs
* Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
* Charitable matching gift program
* And more...
The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
$53k-83k yearly est. 19h ago
Client Manager - Commercial Insurance
Commercial Insurance Associates 4.1
Customer success manager job in Brentwood, TN
We've pioneered the restoration of relationships in commercial insurance servicing. Our model has positioned us as the leaders in our industry, ensuring our partners' enduring clientele, increased engagement, & increased profits. As an independent agency retaining over 70 contracts and 70 employees, CIA is able to search the insurance marketplace to evaluate and select the best coverage and price for our clients. Since our founding, we have committed ourselves to providing quality service, competitive pricing, access to a wide range of products, and unparalleled advocacy on our client's behalf. We feel the same about providing our employees a quality work environment, dedicating ourselves to maintaining a culture of support, collaboration, leadership, care, and respect for work/life balance.
We offer employees fully-paid insurance premiums, short-term and long-term disability insurance, 401k with company match, generous Paid Time Off, professional development opportunities, and employee morale events!
REPORTS TO: Producer
SUMMARY: Assumes all responsibilities of handling the book of business for their assigned Property & Casualty Insurance Producer.
DUTIES AND RESPONSIBILITIES:
Handle New and Renewal Property and Casualty Insurance
Builds, solidifies and expands relationships with existing clients by providing exceptional ongoing service.
Secures existing business and drives the sale of additional services and lines of coverage.
Contributes to key business outcomes such as client retention, client satisfaction, client growth.
Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.
COMPETENCIES:
Analytical
- Must have the ability to collect and analyze data to effectively communicate to other parties. Collects and researches data; Uses intuition and experience to complement data.
Attendance/Punctuality
- (Good Attendance and Punctuality is a must) Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Business Acumen
- Demonstrates knowledge of markets and competition; Analyzes market and competition and adapts strategy to changing conditions.
External Working Relationships
- Develops and maintains courteous and effective working relationships with clients, vendors and/or any other representatives of external organizations.
Delegation
- Must have the ability to delegate work assignments; Gives authority to work independently.
Design
- Demonstrates attention to detail.
Managing
People
- Takes responsibility for subordinates' activities.
Problem Solving
- Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Works well in group problem solving situations.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Continually required to sit
Continually required to utilize hand and finger dexterity
Continually required to talk or hear
While performing the duties of this job, the noise level in the work environment is usually quiet
The employee must occasionally lift and /or move more than 10 pounds
Specific vision abilities required by this job include: Close vision
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications
High school diploma required. College and/or College degree preferred.
Work-related experience of 5 years as a Client Manager in the P&C insurance industry.
Certificates, licenses and registrations required: P&C License
Certificates, licenses and registrations desired: CISR, CIC, CRM, ARM, AAI, CPCU etc.
Computer skills required: Internet Software and Microsoft Office 365 Suite (including Word, Excel, PowerPoint and Outlook).
Other skills required:
Ability to read, analyze and interpret complex documents. Ability to respond effectively to sensitive inquiries or complaints. Ability to write effective presentations, communicate these to clients, underwriters, claims adjusters and associates.
Data input
Proper Phone etiquette
Attentive
to detail
Additional Information
All your information will be kept confidential according to EEO guidelines.
$50k-81k yearly est. 12h ago
Resident Engagement Manager
Brookdale 4.0
Customer success manager job in Franklin, TN
Recognized by Newsweek in 2024 and 2025 as one of America's Greatest Workplaces for Diversity
Grow your career with Brookdale! Our Resident Engagement Managers have opportunities for advancement by exploring a new career in positions such as Clare Bridge Program Managers and Resident Engagement Directors.
Key Responsibilities
Plan and execute monthly activity calendars, events, and community outings.
Lead, schedule, and support engagement staff and volunteers.
Partner with other departments to enhance resident satisfaction and support tours and marketing events.
Manage budgets, vendors, supplies, and program documentation.
Ensure all programs meet safety, quality, and regulatory standards.
Ideal Candidate
Creative, outgoing, and organized, with a passion for enriching the lives of older adults.
Strong leadership and communication skills with the ability to inspire both staff and residents.
Experience in senior living, hospitality, recreation therapy, event planning, or a related field preferred.
Able to balance planning, administrative work, and hands-on engagement with residents.
Schedule
Primarily Monday-Friday, with flexibility for occasional evenings and weekends for special events. Participates in the community's Manager-on-Duty rotation as needed.
Make Lives Better Including Your Own.
If you want to work in an environment where you can become your best possible self, join us! You'll earn more than a paycheck; you can find opportunities to grow your career through professional development, as well as ongoing programs catered to your overall health and wellness. Full suite of health insurance, life insurance and retirement plans are available and vary by employment status.
Part and Full Time Benefits Eligibility
Medical, Dental, Vision insurance
401(k)
Associate assistance program
Employee discounts
Referral program
Early access to earned wages for hourly associates (outside of CA)
Optional voluntary benefits including ID theft protection and pet insurance
Full Time Only Benefits Eligibility
Paid Time Off
Paid holidays
Company provided life insurance
Adoption benefit
Disability (short and long term)
Flexible Spending Accounts
Health Savings Account
Optional life and dependent life insurance
Optional voluntary benefits including accident, critical illness and hospital indemnity Insurance, and legal plan
Tuition reimbursement
Base pay in range will be determined by applicant's skills and experience. Role is also eligible for team based bonus opportunities. Temporary associates are not benefits eligible but may participate in the company's 401(k) program.
Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply. To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year.
The application window is anticipated to close within 30 days of the date of the posting.
Education and Experience
Requires at least one year of direct experience with adults. Leadership experience and a degree in a related field are preferred (therapeutic recreation, gerontology, health care, education or other related field)
Certifications, Licenses, and Other Special Requirements
Must have a valid driver's license and may be required to obtain a commercial driver's license based on the needs of the community
Management/Decision Making
Applies existing guidelines and procedures to make varied decisions within a department. Uses sound judgment and experience to solve moderately complex problems based on precedent, example, reasonableness, or a combination of these.
Physical Demands and Working Conditions
Standing
Walking
Sitting
Use hands and fingers to handle or feel
Reach with hands and arms
Stoop, kneel, crouch, or crawl
Talk or hear
Ability to lift: up to 50 pounds
Vision
Requires interaction with co-workers, residents or vendors
Occasional weekend, evening or night work if needed to ensure shift coverage
On-Call on an as needed basis
Possible exposure to communicable diseases and infections
Exposure to latex
Possible exposure to blood-borne pathogens
Possible exposure to various drugs, chemical, infectious, or biological hazards
Subject to injury from falls, burns, odors, or cuts from equipment
Requires Driving: Drives residents (Tier 1)
Brookdale is an equal opportunity employer and a drug-free workplace.
Utilizes a person-centered approach starting with positive perceptions of aging, while building relationships and connections amongst residents.
Develops a monthly calendar, in partnership with residents, based on residents' shared interests.
Collaborates with community leadership team to plan, coordinate, and execute special events at the community including, but not limited to, holiday, family, educational, and other marketing events.
Plans and schedules meaningful opportunities for resident engagement outside the community, which may include driving a community vehicle.
This job description represents an overview of the responsibilities for the above-referenced position. It is not intended to represent a comprehensive list of responsibilities. An associate should perform all duties as assigned by their supervisor.
$76k-104k yearly est. Auto-Apply 42d ago
AdTech Engagement Manager
Urban Science 4.6
Customer success manager job in Franklin, TN
We are Automotive Business Scientists. We empower our clients to turn overwhelming industry data into discovery, action and measured success. We are unique market leaders because we find and examine possibilities through the clarity of a scientific lens. To solve the toughest client challenges, we need curious, creative and dedicated people to join our team.
We search out individuals who align with our core values and who adhere to the highest standards of integrity and ethics in everything they do. Our company is filled with the brightest minds and the biggest hearts at every level. We recognize that personal success takes on many different forms of the course of our lives - both professional and personally - so we provide a myriad of benefits and programs focused on Wellbeing, Growth, Community and Recognition. One size does not fit all, so we encourage every Urban Scientist to discover their own formula for success. If this sounds like the kind of company you would like to work with, Apply Now!
POSITION OVERVIEW
We are looking for an Engagement Manager with a nuanced understanding of digital marketing and client relationship skills to maximize our growth potential with these partnerships. Across our marketing solution set, this position serves a key role bridging client management, product support and business development. The Engagement Manager will mainly be focused on internal relationships and communication but should also be comfortable interfacing external client teams.
This role has current Hybrid Workplace flexibility, and candidates must be available to work in-person two to three days per week at an Urban Science office location. We are headquartered in Detroit, MI and additionally have flexibility to consider candidates local to Atlanta, Dallas (Plano), or Nashville (Franklin).
URBAN SCIENCE DOES NOT AND WILL NOT PROVIDE IMMIGRATION RELATED SPONSORSHIP FOR THIS ROLE, NOW OR IN THE FUTURE.
Essential Duties and Responsibilities
Under limited supervision, manage the execution of assigned digital marketing and consumer engagement solution contracts with existing agency and media platform partners.
Manage the day-to-day relationship with the client organization (related to the managed contracts), supporting new business pitches, and maintaining high levels of client satisfaction.
Work with Sr. Engagement Manager(s) to support the execution of digital marketing and consumer engagement solution contracts with existing agency and media platform partners.
Act as key interface between external clients, internal product teams, and business development.
Liaison directly with internal product teams to ensure client business requirements for new products can be technically supported by our solution set.
Support internal contract management activities including CRM system tasks, revenue monitoring and budget support.
Ensure consistent product performance and deliverables that are in line with client business strategy.
Identify opportunities for Urban Science to expand existing client relationships.
Qualifications - Education and Experience
Data Savvy: Requires a broad understanding of real-time analytics, and experience working with data to provide clear and insightful recommendations
Thought Leadership: Requires ability to apply Urban Science methodologies and new ideas to the client's mission critical problems to help them drive business
MS Office: Requires solid knowledge of MS Excel, Word, PowerPoint, Teams, and Outlook
Communication skills: Strong written and verbal skill set required, included ability to communicate concisely and effectively with various levels of leadership
Presentation skills: ability to conduct professional presentations with various levels of leadership
Analytical Thinking: Requires the ability to understand a situation by breaking it apart into smaller pieces, and/or tracing the implications of a situation in a step-by-step causal way
Strategic Influence: Requires the ability to effectively persuade, convince, and influence others in order to gain support to achieve work related goals/objectives
Initiative: Requires the drive to go above and beyond in order to improve or enhance job results
Time Management: Requires strong capability to prioritize competing demands, manage multiple concurrent tasks and run meetings on schedule
Project Management: Project management skills, including the ability to estimate work efforts, define work plans, monitor progress and report schedule variances and scope changes
EDUCATION and EXPERIENCE
University degree required; business or related degrees are preferred from an accredited college or university, or equivalent foreign intuition.
Minimum of 4 years related work experience, ideally within digital marketing/media
Experience in targeted-audience procurement, media attribution, digital campaign ROI analytics required
OEM or Agency experience strongly preferred
Familiarity with Media planning and buying mechanics preferred
SQL experience a plus
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This description is intended to describe the type and level of work being performed by a person assigned to this position. It is NOT an exhaustive list of all duties and responsibilities required by a person so classified. The job may require additional hours beyond the normal 40-hour workweek.
$98k-122k yearly est. Auto-Apply 47d ago
Customer Accounts Manager
Aarons 4.2
Customer success manager job in Columbia, TN
The salary range for this role is $14.25 to $14.75 per hour.* This position is also eligible for incentive pay based on performance. Aaron's Customer Account Managers drive the success of our stores by leading the customer accounts department with the primary goal of achieving company standards for collections and lease renewals. As a Customer Account Manager, you will strategically influence team performance to help our customers achieve their goals of ownership and assume a wide variety of job functions at the direction of the General Manager.Skills for SuccessCustomer Account Managers can connect and relate well to people, demonstrate empathy, listen attentively, and successfully navigate difficult conversations. Strong leadership, multi-tasking, organizational, and negotiation/persuasion skills are essential. Like all Aaron's team members, Customer Account Managers share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. The Work
Attainment and upkeep of customers' accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments
Assist General Manager with operational functions which include account recommendations, payment frequency and payment history to monitor accuracy
Second up to the General Manager
Build authentic customer relationships to support customers in their ownership goals and drive sales
Manage the collections process by counseling customers to gain timely lease/merchandise renewals
Review and close lease agreements, which includes confirming customer identification, collecting money and obtain customer signatures on lease agreements
Contact customers who have not renewed merchandise agreements
Maintain customers contact over the phone and through home visits
Update customers information and maintain accuracy
Manage entire accounts staff to achieve daily, weekly and monthly accounts department goals
Clean and certify merchandise in the cleaning station for all merchandise personally returned
Complete and maintain weekly vehicle maintenance sheet and route sheets daily
Load, secure and protect product in company vehicle
Safely operate company vehicle
Assist the Sales Team as needed
Any other reasonable duties requested by management
Requirements
United States at least 21 years old with a valid state Driver's License and compliance with the Company's Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.
Must meet DOT requirements to obtain certification in required states (United States)
Ability to work schedule of hours varying from 8 am to 9 pm
Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
Two years of college or two years of previous management experience preferred
High School diploma or equivalent preferred
Excellent interpersonal and communication skills
High energy with the ability to effectively perform all functions of the store and multitasking effectively
Proper telephone etiquette
Uphold the Aaron's Brand and protect company assets
Maintain a professional appearance
Proficient computer skills
Aaron's Total Rewards
Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**:
Paid time off, including vacation days, sick days, and holidays
Medical, dental and vision insurance
401(k) plan with contribution matching
*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
**Benefits vary based on FT and PT employment status.
$14.3-14.8 hourly 8d ago
OEM Account Manager
Titan Specialty 4.6
Customer success manager job in Franklin, TN
Job Purpose Statement
We are seeking an experienced OEM Account Manager to drive growth and strengthen relationships with our Original Equipment Manufacturer (OEM) clients. This role is responsible for managing strategic accounts, identifying new business opportunities, and ensuring customer satisfaction through tailored solutions and exceptional service.
Essential Duties and Responsibilities:
Develop and maintain strong relationships with OEM customers to ensure long-term partnerships.
Manage the entire sales cycle, from prospecting and negotiation to closing and post-sale support.
Identify new business opportunities within existing accounts and pursue new OEM prospects.
Collaborate with internal teams (engineering, operations, and customer service) to deliver customized solutions.
Monitor market trends, competitor activities, and customer needs to inform strategic decisions.
Prepare and deliver presentations, proposals, and reports to clients and leadership.
Achieve or exceed sales targets and contribute to regional growth objectives.
Travel within the Midwest region as required (approximately 50%).
Qualifications
Required Education and Experience:
Bachelor's degree in Business, Engineering, or related field (or equivalent experience).
5+ years of experience in OEM account management or technical sales
Strong understanding of OEM business models and supply chain processes.
Personal Trait Profile:
Strong decision-making skills.
Exceptional Problem solving and computer/skillsets.
Ability to work as part of a team and to build collaborative relationships.
Strong analytical thinking skills.
Ability to provide clear and concise oral and written communication both internally and externally.
Ability to manage and prioritize multiple projects at one time.
Be an innovative and “positive change agent”.
$66k-93k yearly est. 4d ago
Channel Sales Manager
Ottawa Dental Laboratory 4.1
Customer success manager job in Gallatin, TN
Preferred remote location to best serve customers: TX, NC, and SC. Other areas in Central US, South Central, or Southeast will be taken under consideration.
The Channel Sales Manager represents our company within a defined sales channel by managing relationships with distributors, independent reps, and retail/wholesale partners. They promote and educate channel partners on ODL's diverse product line. They grow sales through partner development, onboarding, and ongoing support. And they manage partner performance and programs in a professional manner resulting in sales dollar volumes that satisfy projected market penetration and sales goals on both a short- and long-term basis.
What you'll get:
Health, Dental, and Vision insurance
Prescription Plan
401(k) with company match
Tuition Reimbursement
Disability Plan
Paid Vacation and 10 Holidays
Health Club Reimbursement
Bonus program
Wellness program
What you'll do:
Develop and execute a channel sales plan. Implement strategies to maximize partner sales results, through efficient management of partner relationships, programs, and performance. Travel as required, which may involve overnight accommodation. Perform other duties as necessary.
Controls expenses by exercising good judgment related to business spending.
Works with National Sales Manager to identify partner potential across product categories and align sales objectives with partner growth.
Recruit, onboard, and develop new channel partners while strengthening existing partner relationships. Identify growth opportunities and formulate joint sales strategies to drive market penetration.
Determine and communicate product support needs, service, and quality levels required to achieve channel sales objectives. Analyze market and provide information regarding competitor products and partner positioning. Make recommendations to enable ODL to maintain a leadership position within the industry.
Develop and conduct regular partner training sessions and sales meetings to keep product knowledge and policy understanding at a comfortable working level. Maintain strong working relationships with partner leadership and sales teams.
Support local and regional trade shows, partner events, and joint marketing initiatives. Provide ongoing field input regarding evaluation of existing products, recommended revisions, improvements, competitive activity, and new products to assure that Company remains a leader within the industry. Recommend displays, signs, packaging, samples, literature, installation information, and promotions required to achieve sales goals through the channel.
What you'll need:
Bachelor's degree plus six years' experience in a related business fenestration business; or equivalent.
Ability to work independently from home office with frequent partner travel. Reliable transportation is mandatory.
Strong understanding of channel sales models, distribution, and supply chain dynamics.
Strong verbal and written communication skills.
Growth-minded leadership potential: leadership capabilities in a sales or partner management environment with desire to develop further and grow professionally.
Excellent time management and organizational skills.
Ability to function independently, while being an enthusiastic team player.
Strong computer skills (Sales Force, Excel)
Ability to establish operating, scheduling, and travel patterns that maximize productive time with partners.
What we do:
Driven by continual innovation and trusted customer partnerships, ODL is a visionary building products leader delivering a full breadth of high-quality door and insulated glass offerings. With an expanding portfolio of entry doors and doorlights and industry's leading lineup of blinds between glass, we feel our best days are ahead of us. Our purpose is to Make Your Life Better™ with everything we do and every product we make.
We have intentionally cultivated a culture of recognition and personal accountability. Our employees have rated ODL as a Great Place to Work for several years running in all countries of operation.
Headquartered in Zeeland, Michigan, ODL was founded in 1945. Today, thousands of employees work at one of our fourteen global locations. Visit our careers page to learn more about culture and opportunities at ODL.
Represents Company within a defined sales channel by managing relationships with distributors, independent reps, and retail/wholesale partners. Promotes and educates channel partners on ODL's diverse product line. Grows sales through partner development, onboarding, and ongoing support. Manages partner performance and programs in a professional manner resulting in sales dollar volumes that satisfy projected market penetration and sales goals on both a short- and long-term basis.
Shift
First Shift (United States of America)
$92k-134k yearly est. Auto-Apply 60d+ ago
Call Center Manager
American Home Design 4.2
Customer success manager job in Goodlettsville, TN
American Home Design is looking for an experienced Call Center Manager to lead our team that is responsible for setting and issuing appointments for our in-home water filtration product. This is a hands-on leadership role where you'll manage and coach the agents, handle the daily operations, and keep your team focused on hitting their individual as well as overall appointment setting goals.
Location : 880 Conference Drive Goodlettsville, Tennessee
What You'll Be Doing
Leading and motivating a team of remote call center agents
Managing schedules, call flow, and workload so everything runs smoothly
Tracking key numbers like talk time, appointment set rates, and demos
Interviewing and bringing on new agents
Working with our trainer to provide ongoing agent coaching
Managing scripts- creating new ones as needed, ensuring the agents are using them effectively
Keeping our call center software (Five9, LP, Neustar) updated and running efficiently
Sharing performance updates and insights with sales managers and leadership
What We're Looking For
Previous experience managing a call center preferably where agents are responsible for appointment setting or have sales goals
A leader who can motivate, coach, and hold people accountable
Strong communication and problem-solving skills
Confident using call center technology and digging into performance reports
Highly organized and able to juggle multiple priorities
Potential Earnings & Benefits
Base Salary + Lucrative Bonus Opportunity
Benefits: Health Insurance, Life, Dental, Vision, and Disability Insurance
401(K)
Paid Time Off
Paid Holidays
Why You'll Love It Here
For more than 45 years, American Home Design has been a trusted, locally owned home improvement company serving Tennessee and Southern Kentucky. Recognized by The Tennessean as a
Top Workplace Winner
year after year, we're proud to offer a family-like culture where contributions are valued and rewarded. Join us and play a key role in growing our team and our future.
If you're a hands-on leader who enjoys building strong teams and delivering great results, we'd love to talk with you.
$36k-50k yearly est. 27d ago
FP & A Commercial Manager
JPW Industries Inc. 4.2
Customer success manager job in La Vergne, TN
Manager, Commercial FP&A At JPW Industries, we don't just build products - we build careers. At JPW Industries, we are redefining excellence in industrial tools and machinery. With industry shaping brands like Jet, Powermatic, Wilton, Edwards, Baileigh and Axiom, we lead the way in delivering high quality solutions to professionals worldwide. Join us and play a pivotal role in shaping the future of our products and industry.
What You Will Do: Analyze. Partner. Drive
As our Commercial FP&A Manager, you will be the financial thought-partner for our C-Suite and Sales & Marketing teams. Your expertise in strategic planning, data-driven analysis and crisp communication will empower leaders to make decisions that accelerate revenue growth and margin expansion.
Key Responsibilities:
Strategic Financial Collaboration:
* Serve as a valued business partner with the C-suite and Sales and Marketing teams by (i) providing analysis and insights related to revenue and margin trends, (ii) developing and sharing data-driven analysis to test and validate various business hypotheses, (iii) converting anecdotal observations into actionable insights, and (iv) evaluating sales and marketing efforts.
* Actively build relationships with internal stakeholders to understand their unique needs and perspectives, fostering a culture of collaboration and mutual respect.
* Provide monthly, quarterly, and annual financial reports and presentations to Sales, Marketing, and Senior Management, highlighting key performance indicators and variances to budget/forecast.
Financial Performance Management:
* Lead the execution of financial performance management processes related to sales and marketing functions, including participation in month-end close and reporting activities and board meeting preparation.
* Communicate financial performance and insights to internal customers in an accessible way, ensuring clarity and understanding regardless of their financial expertise.
* Partner with Sales and Marketing teams to develop and track key metrics and KPIs that drive business performance and strategic decision-making.
* Contribute to the annual budgeting cycle and periodic forecasting exercises, ensuring alignment with business goals and accurate financial projections.
Data Analysis and Reporting:
* Continuously evaluate and implement new methods for data analysis to inform sales performance, drive sales force effectiveness, and improve overall productivity.
* Monitor working capital performance trends and collaborate with cross-functional teams to identify and implement improvement opportunities.
* Develop and maintain financial models to support sales and marketing planning, forecasting, and budgeting processes.
* Analyze sales trends, marketing effectiveness, and pricing strategies to identify opportunities for revenue growth and margin improvement.
Financial Integrity and Compliance:
* Ensure compliance with all financial and operational internal controls, policies, and procedures of JPW.
* Proactively identify and mitigate potential financial risks, maintaining the integrity of financial reporting and analysis.
* Collaborate with IT and Data Governance teams to ensure data integrity and consistency across all financial reporting systems.
Leadership and Team Development:
* Provide leadership and mentorship to finance teams, fostering a culture of accountability, collaboration, and continuous improvement.
* Promote cooperation within the team and across departments, leveraging the company's core values to drive engagement and ethical standards.
Internal Customer Service and Improvement:
* Identify opportunities for process improvements that enhance service to internal customers.
* Proactively engage with internal customers to understand their needs and provide customized financial insights that address specific business challenges.
* Seek feedback from internal stakeholders on financial reports and processes and implement changes to better meet their needs and improve overall satisfaction.
* Lead initiatives to automate financial reporting and analysis processes, leveraging existing SAP ECC6, EHP8 platform capabilities and exploring potential upgrades or enhancements.
What You Will Bring: Insight. Collaboration. Impact.
Education:
* Bachelor's degree in Finance, Accounting, Economics or related field(MBA, CMA, or CFA a plus).
Experience:
* Minimum 8-10 years of progressive FP&A experience, preferably within a manufacturing finance environment; extensive experience with complex sales commission plans, product cost structures, and financial systems such as Oracle or SAP.
Skills:
* Advanced analytical and problem-solving skills with the ability to develop actionable insights from complex data sets.
* Strong leadership and interpersonal skills with the ability to build relationships and influence decisions across all levels of the organization.
* Demonstrated ability to communicate complex financial concepts to non-financial stakeholders in a clear and concise manner.
* Proficiency in MS Office Suite, particularly Excel, Word, PowerPoint, and Power BI.
Attributes:
* Action-oriented, proactive mindset with a focus on achieving both short- and long-term goals.
* Adaptable to a challenging and evolving environment, with a willingness to take on new responsibilities as the business grows.
* High level of integrity, confidentiality, and professional ethics.
Travel:
* Up to 10% domestic and international travel, possible.
Location:
* Position is based in LaVergne TN.
Why JPW Industries? Lead. Innovate. Deliver.
We are more than just a workplace - we are a community of innovators, problem-solvers, and game-changers. Here's what we offer:
* Competitive Pay + Annual Bonuses
* Comprehensive Benefits: Medical, dental, vision, life insurance, disability, telehealth, and more from Day 1
* Retirement Plans & Employer Contributions
* Generous PTO + Paid Holidays
* Career Development & Learning Opportunities
* Team Member Appreciation Events
* A Culture That Values Integrity, Teamwork & Innovation
At JPW Industries...we don't just build products - we build careers!
Be Part of Something Bigger. Apply Today.
JPW Industries is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status, or other protected status.
$66k-85k yearly est. 14d ago
Catering Sales Manager - The Harpeth Hotel
Valor Hospitality
Customer success manager job in Franklin, TN
At Valor, we are passionate Hotelitarians-driven, detail-obsessed professionals who go beyond service to deliver true hospitality. With a global perspective and a commitment to thoughtful hospitality and sustainable dining, we bring enthusiasm, creativity, and local flair to every property we support. We seek individuals who value relationships, embrace high standards, and create meaningful experiences for guests, teams, and owners alike. If you're someone who notices the little things and strives to make a lasting impact, you'll thrive here.
Please visit ******************************* to learn more about our existing hotels, other exciting job opportunities and our company.
POSITION PROFILE
The Catering Sales Manager drives group and event revenue through proactive sales, exceptional client relationship management, and flawless event execution. This role is responsible for sourcing, selling, planning, and coordinating catering events that reflect the hotel's brand standards and deliver memorable experiences. Success is measured by revenue growth, repeat business, and client satisfaction.
ESSENTIAL RESPONSIBILTIES
Sales & Business Development
Proactively identify and pursue new catering business through prospecting, site visits, networking, and industry partnerships.
Build and maintain a strong pipeline to consistently meet or exceed monthly and annual revenue goals.
Leverage digital tools, local market intelligence, and competitor insights to target high-value segments.
Contracting & Revenue Optimization
Negotiate pricing, contracts, and event terms to maximize space utilization and profitability.
Balance revenue goals with client needs while ensuring adherence to hotel policies and brand standards.
Forecast and manage catering revenue to support overall hotel financial performance.
Client Engagement & Event Planning
Serve as the primary contact for all catering clients from proposal through post-event follow-up.
Develop detailed proposals, contracts, and Banquet Event Orders (BEOs) that capture all event specifications - menus, setup, décor, and timing.
Ensure smooth internal communication with Banquets, Culinary, and Operations to deliver seamless event execution.
Strategy & Reporting
Partner with Sales and Revenue leaders to develop and execute market strategies that grow catering share.
Analyze trends, track performance, and adjust plans proactively to achieve catering revenue goals.
Prepare accurate forecasts and participate in weekly and monthly business reviews.
Client Retention & Brand Representation
Maintain detailed client records and communication history within the CRM system.
Cultivate long-term relationships through consistent follow-up, service excellence, and post-event engagement.
Represent the hotel at local events, trade shows, and networking opportunities to enhance brand visibility and generate leads.
Operational Excellence
Ensure all events meet brand and service standards, even when not present on-site.
Maintain a working knowledge of hotel operations, food and beverage offerings, and current trends in catering and hospitality.
Adhere to all policies, procedures, and safety standards while upholding a professional image and attitude.
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES
Two to four-year college degree or equivalent education/experience.
Hotel experience preferred.
Proven track record of meeting or exceeding sales targets.
Extensive knowledge of negotiation, presentation, communication and sales skills. Excellent oral, written and presentation skills sufficient to produce sales and marketing communication that properly reflect the Foundation Image.
Listen effectively.
Ability to work independently with strong organizational and time management skills.
PHYSICAL DEMANDS
Outside sales calls, servicing groups, site inspections, attending meetings, travel and community/ industry functions
Lift up to 10 lbs.(amenities when making sales calls, attending trade shows, etc.)
Hotel tours, sales calls, trade shows
BENEFITS PACKAGE
Competitive Salary
Daily Pay!
Team Member Hotel Discount Program
Uniforms Provided for most positions
Benefits - Health, Dental, Vision, Life Insurance, and other supplemental options
Paid PTO
401k with employer match
Food and Beverage Discounts
Tuition Reimbursement
WHY THE HARPETH:
As historic downtown Franklin's only hotel, we pride ourselves on being a home away from home for our guests and our team members are a large part of that experience. From benefits like special hotel rates around the world to discounted food and beverage items, we are made for those who love to travel as much as our guests.
At The Harpeth, we are dedicated to being open minded and implementing new ideas to assure a high level of productivity and professionalism. We do our best to encourage communication and listening to every team member equally. We are committed to you and your career advancement by providing you the opportunity to be successful through career growth and internal promotions.
If you think you bring the ideal blend of skills, attitude and teamwork, sprinkled with a love of history and a small-town vibe, this could be the perfect home for you! Are you passionate and creative with a desire to grow? Let's talk!
$48k-63k yearly est. Auto-Apply 46d ago
Restaurant Sales & Catering Manager
Southall
Customer success manager job in Franklin, TN
Southall Farm & Inn
is a premier destination rooted in hospitality, sustainability, and elevated experiences. We are seeking a passionate and results-driven Restaurant Sales & Catering Manager to oversee and grow private dining sales, large party reservations (12+ guests), and restaurant-based catering events. This role is responsible for prospecting, selling, coordinating, and executing all group dining functions and special activations within Southall s dining outlets, including January and other on-property venues.
The ideal candidate will be highly organized, collaborative, and service-focused, working cross-functionally with culinary, events, and operations teams to deliver exceptional guest experiences while optimizing revenue and space utilization.
KEY RESPONSIBILITIES
Sales & Business Development
Drive revenue through proactive sales strategies focused on private dining, restaurant buyouts, large group reservations (6+ guests), and special event activations.
Respond to and convert inbound inquiries, tailoring each proposal to guest preferences and operational feasibility.
Develop and maintain relationships with local corporate groups, concierges, tourism partners, and repeat clientele.
Reservation Management & Yield Optimization
Manage all large party (12+ guests) dining reservations across Southall outlets to ensure a balance between service quality and revenue generation.
Oversee reservation yield management strategy, working with restaurant leadership and the reservations team to optimize table turns, pacing, and revenue per cover.
Coordinate with the culinary and beverage teams to identify menu formats and operational needs specific to large group experiences.
Client Engagement & Event Coordination
Serve as the lead contact for clients from inquiry through post-event follow-up.
Conduct site tours, tastings, and menu consultations to ensure event alignment with guest expectations and brand standards.
Prepare detailed proposals, contracts, and banquet event orders (BEOs), ensuring timely and accurate communication with all stakeholders.
Administrative & Reporting
Maintain accurate sales pipelines, client files, and event calendars within CRM and catering software (e.g., Tripleseat).
Monitor sales performance, forecasting, and reporting in collaboration with the Director of Events.
Collaborate with accounting for proper billing, deposits, and final invoicing.
Cross-Departmental Communication
Communicate group details clearly to restaurant GMs, service teams, culinary, and beverage leadership.
Participate in weekly BEO and reservations meetings to ensure alignment.
Work with marketing to promote private dining offers and seasonal campaigns.
QUALIFICATIONS
3+ years of experience in private dining sales, catering coordination, or high-end restaurant group booking management.
Strong understanding of yield management, table pacing, and large party logistics.
Exceptional organizational skills and attention to detail.
Excellent communication and interpersonal skills with a guest-first mindset.
Familiarity with reservation systems (e.g., OpenTable, Resy) and CRM/catering software.
Ability to work evenings, weekends, and holidays as required.
OUR BENEFITS
Competitive compensation package
Medical, dental, vision, short and long-term disability, company-provided life insurance
Generous paid time off accruals
9 paid holidays annually
401k and company match
Education reimbursement
Best-in-class Employee Assistance Program
Free weekly outdoor activities and wellness classes
30% internal discounts
Fresh and free daily meal
Bountiful internal growth opportunities
Southall Farm and Inn is committed to a diverse and inclusive workplace. Southall provides equal employment opportunities to applicants and employees and does not discriminate on the basis of age, race, color, ancestry, religion, sex, sexual orientation, gender identity or expression, transgender, national origin, status as a protected veteran, disability or any other classification protected by law. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.
$48k-63k yearly est. 60d+ ago
Director of Customer Success
Hubsync
Customer success manager job in Franklin, TN
Job Description
Job Title: Director of CustomerSuccess
About Us: At HubSync, we are dedicated to empowering our clients with innovative solutions that streamline their operations, enhance customer satisfaction, and drive growth. We pride ourselves on our commitment to delivering exceptional service and results.
Position Overview: We are seeking a dynamic and results-oriented Director of CustomerSuccess to lead our customersuccess team. This role requires a strategic thinker with a passion for ensuring customer satisfaction and success. The ideal candidate will have experience in the technology sector and a strong understanding of the tax industry, allowing them to provide tailored support and solutions to our clients.
Key Responsibilities:
Lead and manage the CustomerSuccess team, focusing on building strong relationships with clients and ensuring their satisfaction with HubSync's products and services.
Develop and implement customersuccess strategies to drive engagement, retention, and upsell opportunities.
Monitor key performance metrics and client feedback to identify areas for improvement and develop action plans accordingly.
Provide thought leadership and insights on industry trends, best practices, and emerging technologies, particularly in the tax sector.
Collaborate closely with sales, product, and marketing teams to align customersuccess initiatives with company goals.
Actively participate in client meetings and presentations to demonstrate value and address any concerns.
Facilitate training and onboarding for new clients to ensure they effectively utilize HubSync's solutions.
Drive customer advocacy efforts by developing case studies, testimonials, and referrals.
Qualifications:
Bachelor's degree in Business, Management, or a related field; a Master's degree is a plus.
7+ years of experience in customersuccess, account management, or related roles, with at least 3 years in a leadership position.
Strong knowledge of the technology landscape, with experience in the tax industry being a significant advantage.
Proven track record of developing and implementing successfulcustomersuccess strategies.
Excellent communication and interpersonal skills with the ability to build relationships at all levels of an organization.
Strong analytical skills and experience with customersuccess metrics and KPIs.
Ability to work collaboratively in a fast-paced, dynamic environment.
Why Join Us? At HubSync, we believe in fostering a culture of innovation and excellence. As the Director of CustomerSuccess, you will play a pivotal role in shaping our customer approach and driving tangible results. We offer competitive compensation, benefits, and opportunities for professional growth.
“We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, s ex, s exual orientation, gender identity, national origin, veteran or disability status.”
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$92k-133k yearly est. 13d ago
Manager, Client Engagement
Ovation Healthcare
Customer success manager job in Brentwood, TN
The Client Engagement Team serves as the principle executive contact with Ovation Healthcare's Supply Chain members. In this role, the Client Engagement Manager is responsible for working with the members, specifically the C-Suite, Executive Leadership, and Supply Chain team within the facility to drive value and savings to enhance their performance, as well as expanding Ovation Healthcare's footprint with the member and driving growth. The Client Engagement Manager establishes and maintains professional business relationships, expedites the utilization of Ovation Healthcare contracts and offerings by the members. The Client Engagement Manager serves as a trusted advisor to the member(s) s/he supports, engaging member executives regularly for the purpose of helping them achieve savings, improving performance, promoting standardization, and eliminating waste in the Supply Chain function and other key areas of their enterprise. The Client Engagement Manager has leadership responsibility to develop and maintain a robust account plan and executing against that plan to identify opportunities for his/her accounts to improve operational and financial performance. The Client Engagement Manager effectively utilizes various data and analytics tools and reports to analyze and present key opportunities to the member(s) s/he supports, as well as summarizing and presenting savings results and other key information to the member(s). The Client Engagement Manager works to coordinate Ovation Healthcare resources to ensure that Ovation Healthcare members are supported as effectively as possible, experiencing superior service that results retention, as well as advocacy and promotion of Ovation Healthcare to prospective members. This high profile and professional position may be home-based or office-based, depending on location of account assignments. Portfolio of assigned strategic accounts includes Hospitals, Ambulatory Surgery Centers, Long Term Care facilities, and/or Behavioral Health facilities. The ability to travel up to 50%, including overnight travel, is required for the role.
Key Responsibilities:
* Move strategic customers from current state to a trusted strategic partnership; formalize partnership through an agreement that is recognized across Ovation Healthcare and the account.
* Meets member specific targets for organic growth, contract performance, compliance, conversions, renewal, savings and strategic objectives.
* Establishes productive, professional and consultative relationships with C-Suite, executive personnel and supply chain team throughout member organization, building credibility and trust through collaboration.
* Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary Ovation Healthcare personnel.
* Proactively leads a joint company-strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones for a one-to-three-year period that leads to a clear action plan for success.
* Coordinates the involvement of the Elevate teams to develop and articulate a strategic vision for member to meet account performance objectives and customers' expectations.
* Builds strategic partnerships with accounts to further advance company goals of revenue and margin enhancement.
* Keeps the organization's vision and values at the forefront of decision-making and action.
* May supervise staff assigned to support responsibilities for specific customers.
Knowledge, Skills & Abilities:
* Working knowledge of healthcare industry, supply chain, GPOs, clinical and business personnel
* Supply Chain Processes - Demonstrated understanding of end-to-end supply chain processes.
* Strong analytic skills-- Advanced skills in Microsoft Excel with the ability to use functions such as Pivot Tables, VLOOKUP, etc.
* Advanced skills in Microsoft PowerPoint and Word.
* Ability to gather, analyze and make sense of large amounts of data and apply it to make business and customer-focused decisions.
* Ability to demonstrate financial knowledge and business acumen.
* Able to work under consultative direction toward predetermined long-range goals and objectives, where assignments are often self-initiated.
* Excellent communication and inter-personal skills; able to present and influence credibly and effectively at all levels of the organization including the C-Suite.
* Exceptional Project Management, communication, negotiation and presentation skills
* Proven ability to successfullymanage multiple projects and timelines.
* Ability to effectively negotiate with a record of accomplishment of results.
* Passion for results-- able to drive high standards for self; tenaciously working to meet or exceed challenging goals.
* Demonstrated ability to calculate figures and amounts such as savings, rebates, fees, and percentages, as well as analyze statistical and financial data.
* Ability to understand and follow spreadsheets and contract language.
* Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow with minimal direction.
* Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
* Ability to initiate tough conversations, effectively manage internal politics, and handle conflict in a healthy, relationship-building manner.
* Must demonstrate executive presence and emotional intelligence, remaining calm and confident in challenging situations.
* Intimate understanding of all internal functions of both Ovation Healthcare and the accounts assigned.
* Excellent time management skills with ability to use independent judgment effectively.
* Ability to execute, both independently and as a collaborate member of various teams and committees.
Work Experience, Education, and Certifications:
* Bachelor's degree in business or management related field preferred.
* Demonstrated understanding of end-to-end supply chain processes, acquired through 5+ years
* Minimum 3+ years of strategic account management
* Sales experience- prospecting, pipeline development, conversion not required but helpful
* Project management experience or knowledge
* Experience working with data analysis and visualization tools, such as Microsoft PowerBI and Tableau
* Experience with Excel, Word, and PowerPoint.
* Salesforce CRM experience preferred
$74k-124k yearly est. Auto-Apply 4d ago
Client Manager - Commercial Insurance
Commercial Insurance Associates 4.1
Customer success manager job in Brentwood, TN
We've pioneered the restoration of relationships in commercial insurance servicing. Our model has positioned us as the leaders in our industry, ensuring our partners' enduring clientele, increased engagement, & increased profits. As an independent agency retaining over 70 contracts and 70 employees, CIA is able to search the insurance marketplace to evaluate and select the best coverage and price for our clients. Since our founding, we have committed ourselves to providing quality service, competitive pricing, access to a wide range of products, and unparalleled advocacy on our client's behalf. We feel the same about providing our employees a quality work environment, dedicating ourselves to maintaining a culture of support, collaboration, leadership, care, and respect for work/life balance.
We offer employees fully-paid insurance premiums, short-term and long-term disability insurance, 401k with company match, generous Paid Time Off, professional development opportunities, and employee morale events!
REPORTS TO: Producer
SUMMARY: Assumes all responsibilities of handling the book of business for their assigned Property & Casualty Insurance Producer.
DUTIES AND RESPONSIBILITIES:
Handle New and Renewal Property and Casualty Insurance
Builds, solidifies and expands relationships with existing clients by providing exceptional ongoing service.
Secures existing business and drives the sale of additional services and lines of coverage.
Contributes to key business outcomes such as client retention, client satisfaction, client growth.
Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.
COMPETENCIES:
Analytical - Must have the ability to collect and analyze data to effectively communicate to other parties. Collects and researches data; Uses intuition and experience to complement data.
Attendance/Punctuality - (Good Attendance and Punctuality is a must) Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Business Acumen - Demonstrates knowledge of markets and competition; Analyzes market and competition and adapts strategy to changing conditions.
External Working Relationships - Develops and maintains courteous and effective working relationships with clients, vendors and/or any other representatives of external organizations.
Delegation - Must have the ability to delegate work assignments; Gives authority to work independently.
Design - Demonstrates attention to detail.
Managing People - Takes responsibility for subordinates' activities.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Works well in group problem solving situations.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Continually required to sit
Continually required to utilize hand and finger dexterity
Continually required to talk or hear
While performing the duties of this job, the noise level in the work environment is usually quiet
The employee must occasionally lift and /or move more than 10 pounds
Specific vision abilities required by this job include: Close vision
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications
High school diploma required. College and/or College degree preferred.
Work-related experience of 5 years as a Client Manager in the P&C insurance industry.
Certificates, licenses and registrations required: P&C License
Certificates, licenses and registrations desired: CISR, CIC, CRM, ARM, AAI, CPCU etc.
Computer skills required: Internet Software and Microsoft Office 365 Suite (including Word, Excel, PowerPoint and Outlook).
Other skills required:
Ability to read, analyze and interpret complex documents. Ability to respond effectively to sensitive inquiries or complaints. Ability to write effective presentations, communicate these to clients, underwriters, claims adjusters and associates.
Data input
Proper Phone etiquette
Attentive to detail
Additional Information
All your information will be kept confidential according to EEO guidelines.
How much does a customer success manager earn in Franklin, TN?
The average customer success manager in Franklin, TN earns between $49,000 and $123,000 annually. This compares to the national average customer success manager range of $61,000 to $142,000.
Average customer success manager salary in Franklin, TN
$77,000
What are the biggest employers of Customer Success Managers in Franklin, TN?
The biggest employers of Customer Success Managers in Franklin, TN are: