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  • Client Services Manager

    Oliver Inc. 4.4company rating

    Customer success manager job in Brooklyn, OH

    Are you looking for a career that challenges you and gives you the opportunity to learn and grow every day? Oliver Inc. is hiring! Our growing Company is looking for enthusiastic talents to partner with our customers for all their printing and packaging needs! With more than 250 years of experience, multiple production facilities, and investment in state-of-the-art technology with an emphasis on sustainability, Oliver Inc. offers speed, consistency, and nimbleness as a one-stop solution for all of your printing & packaging needs. At Oliver Inc, our core values are part of the framework of our organization. We're passionate and enjoy our work! We value respect and focus on servicing our customers' needs by providing them with creative solutions that help build their brands. When you partner with Oliver, you partner with success. Oliver Inc. is seeking a highly driven, customer-focused Client Services Manager to lead our Client Services team while serving as a strategic partner to our valued clients. This role is ideal for an experienced professional who thrives at the intersection of customer success, account management, and operational excellence within the printing and packaging industry. As the primary point of contact between Oliver and our clients, you will be responsible for building long-term, trusted relationships, understanding complex customer requirements, and ensuring the consistent delivery of high-quality, on-time solutions. You will collaborate cross-functionally with Sales, Operations, Quality, and Production teams to drive customer satisfaction, retention, and account growth. If you are a natural communicator, a hands-on leader, and passionate about delivering exceptional customer experiences, we encourage you to apply. About the Role As our Client Services Manager, you will: Serve as the main liaison between Oliver Inc. and assigned clients, ensuring a best-in-class customer experience Lead, coach, and develop the Client Services and Sales Support teams to deliver consistent, high-quality service Partner closely with Sales, Operations, and Quality to ensure customer expectations, specifications, and service levels are met or exceeded Maintain and grow relationships with both new and existing customers, acting as a trusted advisor Take a hands-on leadership approach, directly managing key accounts independently or in collaboration with your team Identify opportunities to expand existing accounts and increase share of wallet through proactive, solution-oriented engagement Provide actionable customer feedback to internal stakeholders to support continuous improvement Support the Sales organization with a customer-centric, solutions-driven mindset aligned to client goals and specifications About You You are a strong fit for the Client Services Manager role if you bring: Extensive knowledge of printing and packaging processes, along with related technical and administrative functions An Associate's degree or equivalent experience (Bachelor's degree preferred) 7-10 years of experience in client services, customer success, account management, or customer service (within the printing or packaging industry preferred) 2-3 years of people management experience, or a combination of leadership experience and formal management training Proven ability to handle sensitive customer situations, resolve complex issues, and communicate effectively with customers and internal teams Strong analytical, problem-solving, and decision-making skills in a fast-paced manufacturing environment Excellent written and verbal communication skills, with the ability to present to customers and cross-functional teams Why You'll Love Working Here Make a Real Impact: You'll play a critical role in shaping the client experience, influencing cross-functional teams, and driving long-term customer success within a respected industry leader. Collaborative, Team-First Culture: Work closely with Sales, Operations, Quality, and Production in a highly collaborative environment where your voice and expertise are valued. Leadership & Growth Opportunities: Lead and develop high-performing client services teams while continuing to grow your own leadership and industry expertise. Stability with Innovation: Join a well-established company with a strong reputation in the printing and packaging industry that continues to evolve and invest in its people and processes. Customer-Centric Mission: Be part of an organization that prioritizes long-term relationships, solution-driven service, and exceeding customer expectations. Competitive Compensation & Benefits: Oliver Inc. offers a competitive compensation package, comprehensive benefits, and opportunities for career advancement. Purpose-Driven Work: Your work directly supports our clients' brands and success-seeing your impact from concept through final production. Oliver Inc is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, gender, gender identity and expression, sex, sexual orientation, disability, age, citizenship status, veteran status or any other characteristic protected by applicable federal, state or local laws.
    $73k-104k yearly est. 2d ago
  • Manager, Customer Success

    Brightedge 4.4company rating

    Customer success manager job in Cleveland, OH

    Job DescriptionAt BrightEdge, we help the world's biggest brands - from Microsoft to Adobe - connect with their customers where it matters most: online search. Our AI-powered platform transforms digital content into measurable business results, and our Customer Success team plays a key role in making that happen. We're looking for a Manager to lead our Digital Customer Success team, focused on driving impact for BrightEdge's enterprise customers. You'll coach a talented group of CSMs, helping them develop both their analytical expertise and their ability to deliver world-class customer experiences. If you love mentoring others, thrive on solving complex marketing and analytics challenges, and get energy from helping customers win - this is the role for you.What you'll do: Lead and grow a team of CSMs - hiring, onboarding, and developing top talent. Coach your team to successfully guide customers through key phases of the SEO lifecycle: implementation, adoption, and ongoing support Oversee customer success programs: Join key calls, review account strategies, and ensure customers achieve measurable outcomes. Monitor and drive team performance: Set goals, review account books weekly, and track KPIs that align with adoption, engagement, and retention. Collaborate cross-functionally with Product, Marketing, and Engineering to ensure our customers' needs and insights shape the future of BrightEdge. Be a hands-on leader: Jump into accounts when needed, helping your team navigate complex challenges and uncover new opportunities. What you bring: 5+ years of experience in customer-facing roles, with at least 3+ years managing teams. A strong background in digital marketing, SEO, or analytics, ideally in a SaaS or tech environment. A proven track record of developing talent and building high-performing, customer-obsessed teams. Experience managing complex customer programs or integrations across multiple business functions. Excellent communication and storytelling skills - you know how to tailor a message for executives, marketers, and technical teams alike. A curious, data-driven mindset and a passion for solving marketing problems through technology. Bachelor's degree required Benefits and Perks Comprehensive medical, dental, and vision insurance Generous paid time off and company holidays A close-knit, collaborative office culture Fully stocked kitchen Regular team events (Quarterly) The chance to make a real impact on the future of our workplace and our company About BrightEdge BrightEdge is widely recognized as a global leader in SEO and Digital marketing. The most innovative customers across more than 80 countries trust BrightEdge to modernize their Digital Marketing stack for today's digital world. We are helping thousands of organizations, including many of the world's largest companies, transform their businesses and drive more revenue. The continuous innovation of our product is supported by what we believe to be our most valuable assets: our people. Our employees are industry experts at the forefront of digital transformation. Come join us and help us share the future of SEO.
    $71k-110k yearly est. 26d ago
  • ezICHRA Customer Success Manager

    Oswald Company 4.2company rating

    Customer success manager job in Richfield, OH

    Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Overview: We are seeking a dynamic and customer-focused ICHRA (Individual Coverage Health Reimbursement Arrangement) Customer Success Manager to join our team. The ideal candidate will be responsible for ensuring a smooth and positive experience for our ez ICHRA customers as they navigate the implementation and ongoing management of their ICHRA plans. This role involves building strong relationships with customers, providing strategic guidance, and offering support to ensure their satisfaction and success in utilizing the ICHRA model. Key Responsibilities: Customer Onboarding & Implementation: Guide customers through the process of setting up and launching their ICHRA plans. Ensure smooth integration with customers' internal management systems, helping customers understand the features, compliance requirements, and best practices. Ensure that customers are provided with appropriate plan advisory assistance during the employee plan selection process. Timely Enrollment & Payment Processing: Ensure that employee enrollments are processed accurately and on time, and that all payments related to the ICHRA program are made promptly. Address any issues related to delays in enrollment or payment and ensure timely resolution. Customer Education & Training: Deliver training and informational sessions to customers and their teams, educating them on ICHRA plan features, regulations, and optimization strategies to maximize the value of their plans. Ongoing Customer Support: Serve as the primary point of contact for all ICHRA-related inquiries. Proactively address any issues, troubleshooting problems, and offer solutions to ensure customers' success with their plans. Renewal & Retention: Manage the renewal process with customers, including collaboration with the ez ICHRA Analyst team ensuring ICHRA contributions are updated within the customer's ez ICHRA Platform Tech and proactively preparing customers for annual renewals. Address any renewal-related questions or concerns to facilitate a smooth renewal process. Strategic Account Management: Develop deep, trusted relationships with key customer stakeholders. Regularly check in with customers to assess their satisfaction and identify opportunities for improvement or growth. Plan Optimization & Problem Solving: Collaborate with customers to review usage data, suggest improvements, and implement changes to increase efficiency and cost-effectiveness of their ICHRA plans. Collaboration with Cross-Functional Teams: Work closely with Sales, ez ICHRA Platform Tech, Analyst, Marketing, and Compliance teams to relay customer feedback, recommend improvements, and ensure the delivery of exceptional customer experience. Compliance & Regulatory Guidance: Keep customers informed about changes in healthcare regulations and ICHRA-related compliance requirements. Provide guidance to ensure customers' plans remain compliant with federal, state, and local laws. Performance Reporting: Track and report on customer success metrics such as engagement, retention, and overall satisfaction. Utilize data to proactively identify opportunities for improvement. Qualifications: Education & Experience: Bachelor's degree in business, Healthcare Administration, or a related field (or equivalent experience). 3+ years of experience in customer success, account management, or customer-facing role, preferably in the health insurance or benefits industry. Life & Health Insurance License (company paid if not already licensed) Knowledge & Skills: Strong understanding of ICHRA, healthcare benefits, and individual health insurance plans. Proven ability to manage customer relationships and deliver exceptional service. Excellent communication and interpersonal skills, with the ability to explain complex concepts in a clear, concise manner. Strong problem-solving skills with a solution-oriented mindset. Ability to work in a fast-paced, dynamic environment and manage multiple priorities effectively. Proficiency with CRM systems, customer management tools, and data analysis. Preferred Qualifications: Experience with ICHRA administration platforms or benefits management software. Knowledge of healthcare regulations such as ACA, ERISA, HIPAA, and other relevant compliance frameworks. Why Join Us? Be part of a growing team at the forefront of transforming how organizations manage healthcare benefits. Competitive salary and benefits package. Opportunities for career growth and development. Collaborative and supportive work environment. Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
    $77k-105k yearly est. Auto-Apply 60d+ ago
  • Customer Relations Manager - KIA of Riverdale

    Auto Services Unlimited 4.4company rating

    Customer success manager job in Streetsboro, OH

    Job Summary The Customer Relations Manager is responsible for building and maintaining strong relationships with customers to ensure satisfaction, loyalty, and long-term engagement. This role oversees customer service strategies, resolves escalated issues, and works closely with internal teams to improve the overall customer experience. Key Responsibilities Develop and implement customer relationship strategies to improve satisfaction and retention Manage and support customer service teams, providing training and performance feedback Handle escalated customer complaints and ensure timely, effective resolution Monitor customer feedback, surveys, and service metrics to identify trends and areas for improvement Collaborate with sales, marketing, and operations teams to align customer experience goals Maintain accurate customer records and reports Build long-term relationships with key clients and stakeholders Ensure company policies and service standards are consistently met Required Skills and Qualifications Strong communication and interpersonal skills Excellent problem-solving and conflict-resolution abilities Leadership and team management experience Ability to analyze customer data and generate insights Strong organizational and time-management skills Proficiency in CRM software and basic data reporting tools
    $37k-62k yearly est. 8d ago
  • Project/Client Manager

    Harrison Consulting Solutions

    Customer success manager job in Cleveland, OH

    Job Description An industry leading multi-disciplinary team is looking for a Senior Project/Client Manager for their Cleveland team! Responsibilities: Perform project and client management duties for multi-discipline projects Work closely with directors, managers, and engineering staff to ensure client needs and expectations are exceeded Prepare proposals and administer project contracts Manage design process and work plan Supervise staff on the following duties: Design new building structures, alterations, renovations, and additions to existing buildings Complete monthly financial performance metrics on projects managed (including hours to complete requirements) Manage preparation of design deliverables for SD, DD, CD level documents Coordinate the facilitation of Architectural and Engineering drawings/attend coordination meetings Manage client expectations Manage project deliverables/deadlines Manage QA/QC process Attend meetings Assist with business development Requirements: Bachelor's degree in Engineering preferred 12+ years of project management experience PE License preferred Experience designing a variety of projects including Healthcare, Sports, Commercial, Public Sector, Industrial, Education, and/or Institutional projects Extensive knowledge of local and national building codes/design practices Knowledge of standard construction practices Experience working with contractors to address construction issues Experience working/managing multiple project teams concurrently Salary is commensurate with experience. Successful applicant must be authorized to work in the USA without sponsorship. All qualified applicants will receive consideration for employment without regard to protected veteran status, disability, race, color, religion, sex, sexual orientation, gender identity, or national origin. Please contact Laura Harrison for further information! *********************************** ************
    $71k-114k yearly est. 2d ago
  • Client Manager - Employee Benefits

    Unison Risk Advisors

    Customer success manager job in Cleveland, OH

    Job Summary: Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business. A Day in The Life: Serves as the key service contact to identify, design, communicate and implement cost effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner. Approximate workload defined by Practice: Large: 6 - 10 accounts; total book value of $1M - $1.5M. Middle Market: 25 - 75 accounts; total book value of $300K - $1M. Small Market: 30 - 44 accounts (efficiencies of scale considered); total book value of $300K - $750K. Works closely and builds relationships with client contacts at the HR leadership and CFO levels. Ensures the assigned team maintains the existing client base plus the up-selling and cross selling of other Oswald Products/Services throughout all Oswald market segments. Directs the onboarding of new clients, which includes obtaining historical and current information for the building and cataloging of client files in the internal systems; ensures the accuracy of all data and the capturing of commissions. Executes support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline. Works with support staff to ensure all online records are complete and accurate both at the time of renewal and at the point of final information; confirms records are continuously maintained and updated for the accepted lines of coverage. Collaborates with the service team on the preparation and peer review of all client deliverables, which are reviewed with Client Executive for final approval and client presentation. Conducts open enrollment meeting and ensures all deliverables are accurate including pre-renewal projection, market evaluation and pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information, and any other items deemed necessary. Prepares and secures commission agreements with carriers, and/or Oswald's fee agreements, monitoring the timely receipt of commission's receivable following the acceptance of contracts. Captures all meeting notes and activities during client-facing sessions and provides information to support staff for processing; meeting notes should clearly outline the action needed and party responsible for the activity and timing. Responsible for the final execution and delivery of meeting action items. May drive the strategic planning process and collaborate with the Client Executive where applicable to develop and monitor a long-term, integrated and comprehensive health management strategy customized to the client's needs. May develop detailed implementation timelines and plans, ensuring timely client deliverables through effective leadership of small teams. Initiates the renewal negotiation process on behalf of the client in collaboration with the Client Executive. Creates pre-renewal and renewal presentations for Client Executive review. Directs the service team in the development of any online, client-specific enrollment portal. Trains support staff in the understanding and coordination of key operational activities and processes; develops the skills of team members and their industry knowledge base. Understands the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit; guides the client in the execution of the appropriate steps to meet regulatory requirements. Validates decisions made by clients meet compliance guidelines as it relates to ACA (affordability, minimum coverage, preventive care, etc.) Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise. What You'll Need: A college degree is an advantage but not a requirement Life, Health & Accident License required At least 3 to 5 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage Strong tactical skillset General understanding of technical concepts - self-funding, different carriers solutions, etc. Strong relationship skills Ability to execute Self-starter - Ability to work independently with little oversight Intuitiveness - knowing when to loop in Client Executive and leadership for escalated issues Ability to oversee CSA's and provide general tactical oversight Project management skills - ability to work with internal and external partners to deliver results timely. Who You Are: Energetic with a desire to learn new skills Strong organizational skills with ability to transition quickly from one job to another Ability to problem solve, think logically and work independently Ability to demonstrate a positive attitude and lead by example consistently Works well under pressure and meets established deadlines Strong verbal and written communication skills Strong interpersonal skills with a collaborative approach Ability to manage time-sensitive projects Ability to guide others in a professional manner and serve as a mentor to subordinates
    $71k-114k yearly est. 36d ago
  • Client Manager - Group Benefits

    Oswald 3.6company rating

    Customer success manager job in Cleveland, OH

    Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client's employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client's business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual meeting planning by completing pertinent portions of the report and conducting research. Retain and develop accounts by: Preparing and writing proposals, and providing quote comparisons. Performing program benchmarking/demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting. Providing additional resources for the client as needed. Market renewal and new lines of coverage including: Creating coverage specifications. Analyzing quotes received from carriers. Negotiating with carriers. Creating and presenting the coverage analysis. Review policy coverage and identify cross-selling and additional revenue opportunities. Develop a thorough understanding of client business, their policies, practices and industries. Understand and guide clients through the initial objective setting process. Analyze data to draw conclusions and recommend findings to client. Respond to client needs and questions, making sound recommendations on a day-to-day basis. Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars/seminars and conferences. Ensure legislative, regulatory and technical developments are appropriately communicated to clients. Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements. Achieve a minimum rating of 90% from E&O Plus audits on all accounts. Functional understanding of EPIC and update accordingly. Ensures adequate time for peer review of all client work including calculations, reports and presentations for accuracy prior to client delivery. People Management and Relationship Skills Even though this position does not manage people, the Client Manager must be able to perform the following: Delegate appropriately and provide development opportunities for co-workers. Display professional, social and teamwork skills Work well within a team and possess a positive attitude Manage and meet expectations of co-workers and clients. Possess good oral and written communication skills both internally and externally. Productivity Participate in internal and external networking activities. Manage projects to meet deliverable deadlines and meet expectations. Remain up-to-date and current on all tasks. Possess awareness of firm's service capabilities to generate ideas and solutions for clients and cross selling opportunities. Minimum Education/Abilities/Skills Bachelor's Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate's or bachelor's degree is necessary. 3 - 5 years' employee benefits experience handling medium accounts at a high level of responsibility. Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers. Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints. Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude. Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies. Possesses excellent organizational skills and strong financial analysis acumen. Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes. Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders' needs and requests. Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant. Contribute to team efficiency by sharing knowledge and best practices. Proficient with Microsoft Office Products, including Excel and PowerPoint, are required. This position requires a high energy level and the ability to handle stress-related situations on a daily basis. Other Qualifications Certificates, Licenses, Registrations Required to Perform the Essential Job Functions Possess appropriate, jurisdictional licenses - Life and Health Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
    $62k-93k yearly est. Auto-Apply 60d+ ago
  • Customer Support Manager

    Direct Staffing

    Customer success manager job in Uniontown, OH

    - Responsible for oversight of customer service activities including response to customer inquiries, quotations and order entry. - Audit order entry process to ensure that customer requirements are being met quickly, accurately and completely. - Use ACE techniques to monitor performance and implement process improvements - Lead team of Customer Service representatives to provide exemplary customer service to both internal and external customers. - Identify training needs and provide support to improve skills within the department. - Promote customer-focused activity throughout the organization. - Work closely with customers, outside sales and various other departments to meet customer requirements - Work environment to include a blend of tactical and strategic decisions in a fast-paced setting with frequently changing priorities. Qualifications Do you have a Bachelor's Degree? Do you have a minimum of 3 years of supervisory experience? Knowledge of SAP ERP system? Previous customer service experience, outside sales experience, familiarity with ACE tools? Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc
    $71k-103k yearly est. 8h ago
  • Junior Client Success Manager

    Ylopo 3.6company rating

    Customer success manager job in Cleveland, OH

    Ylopo is looking for an ambitious, detail-oriented team member to join our Client Success Team as an Entry-Level Client Success Manager (internally known as a Ylopo Success Manager). This role is a great fit for recent grads who are ready to launch a meaningful career helping clients succeed, learning the ins and outs of digital marketing and SaaS along the way. This role is ideal for someone who thrives in a fast-paced environment, excels at problem-solving, and is passionate about helping clients see continued success with our platform, without the structure of a dedicated book of business. Team members well-suited to this role will have a track record of being detail-oriented, client-focused, and providing exceptional service, both internally and externally within an organization. They will have excellent communication skills, both through email/tickets and over the phone or Zoom video. Candidates do not have to have prior experience working at software or marketing companies, but should be willing to learn the intricacies of the Ylopo product and understand how to guide clients through setup to use the product effectively. Most importantly, we're looking for candidates who are quick-thinking, detail-oriented, organized, patient, positive, and thoughtful. Requirements: * Undergraduate degree preferred, preferably in business or communications * Previous experience in a support or customer service * Professional manner * Consistent work habits and strong work ethic * Strong organizational skills and attention to detail * Ability to multitask, and work independently toward deadlines * Strong project coordination skills * Strong written and verbal communication skills, ability to work well in a small group setting * Positive demeanor, trustworthy character * Ability to take the initiative and see projects and tasks through to completion * Ability to understand and convey detailed information about our services and systems * Understanding of real estate and the real estate profession a plus, but not necessary Responsibilities: * Meet with clients 1:1 to provide support, training, product knowledge, account reviews, and more * Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk * Deliver a warm and well-documented handoff to internal departments like marketing, client growth, or website development * Act as an advocate for client's needs * Speak confidently and professionally with clients * Work with the utmost urgency to work through client issues * Maintain accurate documentation of client interaction (e.g., logging activity in Salesforce and internal systems, timely and correctly) KPIs: * NRR * Case total resolution time * Case response time * NPS Compensation and full benefits include starting pay from $50K to $55K plus up to 25% bonus depending on experience; medical, dental, and vision benefits; paid holidays, vacation, and sick days; a 401(k); paid monthly parking (if applicable); and an extremely nice, supportive group of people as your co-workers.
    $50k-55k yearly Auto-Apply 19d ago
  • Client Account Manager - Automotive Digital Marketing **Future Opportunity** Talent Pipeline

    Make & Model Marketing

    Customer success manager job in Cleveland, OH

    Job DescriptionSalary: Role: Client Account Manager - Automotive Digital Marketing (Future Opportunity Talent Pipeline) Employment Type: Full-Time Travel: Between 25%-50% of the time **Future Opportunity** Join Our Talent Pipeline At Make & Model Marketing, we believe the right people dont always come along when a job is open thats why we keep the door open. If you see a role that aligns with your skills and interests, we encourage you to apply, even if its not currently hiring. By submitting your application under Future Opportunities, youll be added to our talent pipeline. Should a position open up that matches your background, well reach out to start the conversation. We review every application and are always excited to connect with people who are passionate about automotive marketing and eager to make an impact. About The Role As a Client Account Manager at Make & Model Marketing, youll be the primary point of contact for our dealership clients building strong relationships, ensuring their needs are met, and acting as a trusted advisor on all things digital marketing. Youll lead monthly client meetings (virtually or in person), walk through performance data, and guide strategy conversations to help clients understand their marketing results and opportunities. Youll also work closely with our internal team of digital marketers to bring strategies to life managing projects, keeping timelines on track, and ensuring every campaign aligns with the clients goals. This role requires excellent communication skills, a proactive mindset, and the ability to simplify complex digital concepts for a non-technical audience. The ideal candidate has hands-on experience in automotive retail (dealership or OEM) and a solid understanding of digital marketing channels including SEO, SEM, and Paid Social. Requirements: Minimum 2 years of experience in a client-facing role (e.g., account manager, salesperson, or similar) Minimum 2 years of experience in digital marketing, with a solid understanding of common channels and strategy Minimum 2 years of experience in the automotive industry (at a dealership, agency/vendor, or OEM level) Working knowledge of digital marketing fundamentals, including SEO, Paid Search, and Google Analytics (GA4) Strong presentation and project management skills, with the ability to lead client conversations and manage cross-functional work Excellent verbal and written communication skills professional, prompt, and clear with clients and internal teams Ability to travel up to 50% of the time for client meetings (including occasional overnight travel) Highly organized and detail-oriented, with the ability to manage multiple clients and priorities simultaneously Responsibilities: Manage dealership accounts by building and maintaining relationships with key dealership personnel including dealer principals, general managers and sales managers, and dealership marketing team members Identify client goals and craft digital marketing strategies to support them Analyze key digital marketing metrics and collaborate with our internal teams to identify areas of opportunity Manage communication with clients and day-to-day requests with responsiveness and professionalism Collaborate with internal teams to execute client needs Oversee workflow for projects such as specials, creative, email campaigns, SEO & SEM strategies, and content updates Review client deliverables to ensure quality and alignment with expectations Ensure all marketing materials comply with brand standards, co-op requirements, and legal guidelines The Ideal Candidate: Passionate about both digital marketing and the automotive industry Excels at building lasting client relationships and acting as a trusted strategic partner Operates with an ownership mindset - confidently managing your book of business as if it were your own Highly organized and detail-oriented, able to manage multiple deadlines and priorities Thrives in a collaborative environment and enjoys working as part of a team Strong presentation skills and a knack for translating complex digital marketing concepts to clients without backgrounds in digital Results-oriented with an ability to lead the team to achieve company and client KPIs and goals The First 90 Days: Learning, observing, and building trust both with clients and with our internal team. Shadowing an experienced account manager or company owner to get to know our clients, understand their goals, and begin building relationships rooted in trust, transparency, and proactive communication Get to know our internal teams including SEO, content, design, and paid media and learn how we collaborate, communicate, and bring projects to life across departments Gain a clear understanding of our internal standards for quality, client communication, and service delivery and how we uphold those standards across every touchpoint Become familiar with the tools, software, and systems we use to manage client work, track performance, and stay organized from project management to reporting By the end of your first 90 days, youll be ready to confidently take the lead on your own book of business with the full support of our team behind you. Compensation and Benefits Your final compensation will be determined by your experience level and skillset Compensation is reviewed every 6 months Medical, Dental, & Vision Insurance (Employer pays 50% of premiums) Simple IRA + 3% Matching Opportunity 10 Paid Time Off days in your first year + your birthday. 15 PTO days after 5 years with our company. 20 PTO days after 10 years with our company Paid Holidays Continuous Training Opportunities Flexible Hours - This position requires employees to work onsite at our office for 7 hours per day (account manager roles may require additional hours due to travel and client schedules). Our office is open from 6:00 AM to 6:00 PM, allowing you the flexibility to choose a schedule that works best for you within those hours
    $44k-78k yearly est. 22d ago
  • CVL Dealer Sales - Retail Client Manager

    Bank of America 4.7company rating

    Customer success manager job in Cleveland, OH

    Cleveland, Ohio;Grand Rapids, Michigan; Toledo, Ohio; Troy, Michigan **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth.This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. _Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations._ At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Retail Client Managers primary responsibility is to develop and manage dealer relationships for the purpose of increasing Auto & RV applications and loan production. The Retail Client Manager will prospect new clients, share the benefits of our program, and upon signing manage all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained. Secondary responsibilities include cross selling Merrill Edge, participating in local market leadership team activities, and working with DFS partners for referral opportunities. This position will also require working closely with underwriting and support staff to ensure all aspects of the market are appropriately managed. The position will require a self-motivated individual with strong communication skills, time management skills, computer skills, and the ability to perform market analysis, forecasting, and development. **Responsibilities:** - Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales - Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained - Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed - Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank - Captures market intelligence and delivers feedback to leadership team - Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences **Skills:** + Business Development + Client Management + Customer and Client Focus + Influence + Prospecting + Active Listening + Adaptability + Negotiation + Networking + Relationship Building + Client Solutions Advisory + Emotional Intelligence + Referral Identification **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent R **equired** **qualifications :** + 5+ years experience selling retail financing to automotive dealerships or equivalent outside sales experience + Strong communication and negotiation skills to effectively sell our value proposition and to maintain Dealer relationships + The ability to be a strong individual contributor with a team player attitude. + Ability to drive long distances with possible overnight stays Desired **qualifications:** + The ability to work independently or in a team environment + Established dealer relationships within the market + Undergraduate degree **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $51k-75k yearly est. 24d ago
  • Customer Success Manager, Agency

    Brightedge 4.4company rating

    Customer success manager job in Cleveland, OH

    As the industry pioneer behind Content Performance Marketing, BrightEdge has thoroughly redefined the concept of search engine optimization by developing an award-winning platform that precisely measures and optimizes marketing content across online channels. Our cloud-based platform is powered by extensive data analysis, allowing our customers to plan, optimize, and measure campaigns based on real-time content performance. BrightEdge has emerged as the leading international provider of cloud-based SEO Enterprise solutions due to its dynamic and results-oriented entrepreneurial culture. As a Customer Success Manager for the Agency at BrightEdge, you will work closely with the SEO and Content teams of leading digital marketing agencies, to support their strategic application of BrightEdge technology. As an Agency Customer Success Manager, your mission is to work with clients to drive business goals and objectives in their organic search (SEO) initiatives. At BrightEdge, our team members share a passion for driving customer success, exhibit strong consultative and customer-facing skills, have an entrepreneurial spirit, and thrive on execution with speed and quality.What you'll do: You will create a plan to execute customer goals using the BrightEdge platform and work within your portfolio's BrightEdge accounts to achieve this value You will identify potential risks and understand the customer's level of adoption, and work collaboratively with other teams to create a solution to ensure customer happiness Prepare and execute quarterly customer success plans You will add value and platform expertise to grow customer usage of BrightEdge within each account. Introduce new features and best practices Develop new materials - presentations, roll-out plans, and proposals Track and report on critical metrics for customer success What you bring: A Bachelor's Degree 3-4 years of experience working in a Digital Marketing Agency, Account Management, or Customer Success setting Excellent verbal and written communication, with an entrepreneurial mind Proven ability to work and thrive in a fast-paced, results-oriented, hands-on environment Experienced background in SaaS, digital marketing, and/or SEO required Benefits & Perks: Comprehensive medical, dental, and vision insurance Generous paid time off and company holidays A close-knit, collaborative office culture Fully stocked kitchen Quarterly regular team events The chance to make a real impact on the future of our workplace and our company About BrightEdge BrightEdge is widely recognized as a global leader in SEO and Digital marketing. The most innovative customers across more than 80 countries trust BrightEdge to modernize their Digital Marketing stack for today's digital world. We are helping thousands of organizations, including many of the world's largest companies, transform their businesses and drive more revenue. The continuous innovation of our product is supported by what we believe to be our most valuable assets: our people. Our employees are industry experts at the forefront of digital transformation. Come join us and help us share the future of SEO.
    $71k-110k yearly est. Auto-Apply 27d ago
  • Project/Client Manager

    Harrison Consulting Solutions

    Customer success manager job in Cleveland, OH

    An industry leading multi\-disciplinary team is looking for a Senior Project\/Client Manager for their Cleveland team! Responsibilities: Perform project and client management duties for multi\-discipline projects Work closely with directors, managers, and engineering staff to ensure client needs and expectations are exceeded Prepare proposals and administer project contracts Manage design process and work plan Supervise staff on the following duties: Design new building structures, alterations, renovations, and additions to existing buildings Complete monthly financial performance metrics on projects managed (including hours to complete requirements) Manage preparation of design deliverables for SD, DD, CD level documents Coordinate the facilitation of Architectural and Engineering drawings\/attend coordination meetings Manage client expectations Manage project deliverables\/deadlines Manage QA\/QC process Attend meetings Assist with business development Requirements: Bachelor's degree in Engineering preferred 12+ years of project management experience PE License preferred Experience designing a variety of projects including Healthcare, Sports, Commercial, Public Sector, Industrial, Education, and\/or Institutional projects Extensive knowledge of local and national building codes\/design practices Knowledge of standard construction practices Experience working with contractors to address construction issues Experience working\/managing multiple project teams concurrently Salary is commensurate with experience. Successful applicant must be authorized to work in the USA without sponsorship. All qualified applicants will receive consideration for employment without regard to protected veteran status, disability, race, color, religion, sex, sexual orientation, gender identity, or national origin. Please contact Laura Harrison for further information! ******************************************************** ************** "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"37675481","FontFamily":"Verdana, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Job Opening ID","uitype":111,"value":"47176"},{"field Label":"Location","uitype":1,"value":"Cleveland"},{"field Label":"Industry","uitype":2,"value":"Consulting"},{"field Label":"City","uitype":1,"value":"Cleveland"},{"field Label":"State\/Province","uitype":1,"value":"Ohio"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"44101"}],"header Name":"Project\/Client Manager","widget Id":"2**********0059050","is JobBoard":"false","user Id":"2**********0736174","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"2**********3818871","FontSize":"12","google IndexUrl":"https:\/\/harrisonconsultingsolutions.zohorecruit.com\/recruit\/ViewJob.na?digest=8DY.bVOboIBo7ZJhQVLAWAENRJwxdnr2qLdKTaxkMGM\-&embedsource=Google","location":"Cleveland","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"3cgkl37b76de065e24115963f6b2941ca7d80"}
    $71k-114k yearly est. 1d ago
  • Client Manager - Personal Lines

    Oswald 3.6company rating

    Customer success manager job in Cleveland, OH

    Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation into the agency management system. Prepares and submits policy change requests to carriers and/or the assigned Client Service Administrator, documenting the activity in the agency management system. Monitors the status of change requests, reviews policy documents for accuracy, and ensures the timely delivery of change documents to clients. Makes recommendations to prospects and current clients to update and enhance policy contracts through an annual insurance review process; reviews may be conducted via email, phone or in person with or without the assigned relationship manager. Prepares Stewardship & Insurance Summary reports for clients in assigned book of business. Maintains client relationships with assigned accounts and support retention ratio at or above the Personal Risk agency standard. Performs all phases of renewal and remarket processing including the preparation of applications, negotiation with underwriters, obtaining quotes, creating proposals, monitoring status, and follows up to delivery of policy documents to client. Identifies and processes coverage enhancements and cross-sales opportunities on an annual basis with assigned book of business. Resolves client and/or carrier accounting issues, collections, discrepancies, fee arrangements, and/or billing controversies. Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff in the development and implementation of the Oswald Companies client service deliverable for new and existing accounts; attends client meetings where necessary. Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client; stays proficient in the use of all carrier systems that relate to the assigned book of business. Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class service for the client. Attains further education, coursework and skills development opportunities to obtain professional designations in the personal risk field of expertise. What You'll Need Exceptional organizational skills with ability to transition quickly from one project to another Ability to problem solve, think logically and work independently Works well under pressure and meets established deadlines Exceptional written and verbal communication Ability to think strategically and formulate an action plan based on a given set of facts Bachelor degree in Business Administration or Risk Management and 3 to 5 years or more of related experience or the equivalent combination of education and experience Prior Property & Casualty support experience Prior Property & Casualty client management experience Property & Casualty License Who You Are Energetic and desire to learn new skills Ability to consistently demonstrate a positive attitude and lead by example Strong interpersonal skills with a collaborative approach Confident and self-motivated, with the ability to innovate and think creatively Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
    $62k-93k yearly est. Auto-Apply 60d+ ago
  • Client Manager - Personal Lines

    Oswald Company 4.2company rating

    Customer success manager job in Cleveland, OH

    Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation into the agency management system. Prepares and submits policy change requests to carriers and/or the assigned Client Service Administrator, documenting the activity in the agency management system. Monitors the status of change requests, reviews policy documents for accuracy, and ensures the timely delivery of change documents to clients. Makes recommendations to prospects and current clients to update and enhance policy contracts through an annual insurance review process; reviews may be conducted via email, phone or in person with or without the assigned relationship manager. Prepares Stewardship & Insurance Summary reports for clients in assigned book of business. Maintains client relationships with assigned accounts and support retention ratio at or above the Personal Risk agency standard. Performs all phases of renewal and remarket processing including the preparation of applications, negotiation with underwriters, obtaining quotes, creating proposals, monitoring status, and follows up to delivery of policy documents to client. Identifies and processes coverage enhancements and cross-sales opportunities on an annual basis with assigned book of business. Resolves client and/or carrier accounting issues, collections, discrepancies, fee arrangements, and/or billing controversies. Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff in the development and implementation of the Oswald Companies client service deliverable for new and existing accounts; attends client meetings where necessary. Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client; stays proficient in the use of all carrier systems that relate to the assigned book of business. Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class service for the client. Attains further education, coursework and skills development opportunities to obtain professional designations in the personal risk field of expertise. What You'll Need Exceptional organizational skills with ability to transition quickly from one project to another Ability to problem solve, think logically and work independently Works well under pressure and meets established deadlines Exceptional written and verbal communication Ability to think strategically and formulate an action plan based on a given set of facts Bachelor degree in Business Administration or Risk Management and 3 to 5 years or more of related experience or the equivalent combination of education and experience Prior Property & Casualty support experience Prior Property & Casualty client management experience Property & Casualty License Who You Are Energetic and desire to learn new skills Ability to consistently demonstrate a positive attitude and lead by example Strong interpersonal skills with a collaborative approach Confident and self-motivated, with the ability to innovate and think creatively Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
    $69k-99k yearly est. Auto-Apply 60d+ ago
  • Customer Support Manager

    Direct Staffing

    Customer success manager job in Uniontown, OH

    - Responsible for oversight of customer service activities including response to customer inquiries, quotations and order entry. - Audit order entry process to ensure that customer requirements are being met quickly, accurately and completely. - Use ACE techniques to monitor performance and implement process improvements - Lead team of Customer Service representatives to provide exemplary customer service to both internal and external customers. - Identify training needs and provide support to improve skills within the department. - Promote customer-focused activity throughout the organization. - Work closely with customers, outside sales and various other departments to meet customer requirements - Work environment to include a blend of tactical and strategic decisions in a fast-paced setting with frequently changing priorities. Qualifications Do you have a Bachelor's Degree? Do you have a minimum of 3 years of supervisory experience? Knowledge of SAP ERP system? Previous customer service experience, outside sales experience, familiarity with ACE tools? Additional InformationAll your information will be kept confidential according to EEO guidelines. Direct Staffing Inc
    $71k-103k yearly est. 60d+ ago
  • Junior Client Success Manager

    Ylopo 3.6company rating

    Customer success manager job in Cleveland, OH

    About Us Ylopo, LLC is a rapidly growing marketing and technology company providing internet marketing services and proprietary lead generation and engagement software to successful real estate agents across the country. We are seeking an outgoing, tech savvy individual to join our growing team. Why work for Ylopo? At Ylopo we offer team members: a commitment to personal development, guidance and support at a high level through interfacing with our Executive Team to prioritize goals as a company, excellent leadership and mentoring for our entry-level to senior staff, and recognition of outstanding efforts, team building events, team lunches/ happy hours, and other company wide events a supportive, caring environment dedicated to continuous learning and growth. Summary: Ylopo is looking for an ambitious, detail-oriented team member to join our Client Success Team as an Entry-Level Client Success Manager (internally known as a Ylopo Success Manager). This role is a great fit for recent grads who are ready to launch a meaningful career helping clients succeed, learning the ins and outs of digital marketing and SaaS along the way. This role is ideal for someone who thrives in a fast-paced environment, excels at problem-solving, and is passionate about helping clients see continued success with our platform, without the structure of a dedicated book of business. Team members well-suited to this role will have a track record of being detail-oriented, client-focused, and providing exceptional service, both internally and externally within an organization. They will have excellent communication skills, both through email/tickets and over the phone or Zoom video. Candidates do not have to have prior experience working at software or marketing companies, but should be willing to learn the intricacies of the Ylopo product and understand how to guide clients through setup to use the product effectively. Most importantly, we're looking for candidates who are quick-thinking, detail-oriented, organized, patient, positive, and thoughtful. Requirements: Undergraduate degree preferred, preferably in business or communications Previous experience in a support or customer service Professional manner Consistent work habits and strong work ethic Strong organizational skills and attention to detail Ability to multitask, and work independently toward deadlines Strong project coordination skills Strong written and verbal communication skills, ability to work well in a small group setting Positive demeanor, trustworthy character Ability to take the initiative and see projects and tasks through to completion Ability to understand and convey detailed information about our services and systems Understanding of real estate and the real estate profession a plus, but not necessary Responsibilities: Meet with clients 1:1 to provide support, training, product knowledge, account reviews, and more Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk Deliver a warm and well-documented handoff to internal departments like marketing, client growth, or website development Act as an advocate for client's needs Speak confidently and professionally with clients Work with the utmost urgency to work through client issues Maintain accurate documentation of client interaction (e.g., logging activity in Salesforce and internal systems, timely and correctly) KPIs: NRR Case total resolution time Case response time NPS Compensation and full benefits include starting pay from $50K to $55K plus up to 25% bonus depending on experience; medical, dental, and vision benefits; paid holidays, vacation, and sick days; a 401(k); paid monthly parking (if applicable); and an extremely nice, supportive group of people as your co-workers. Ylopo is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. To learn more about this commitment, visit: ********************************************************** Ylopo reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.
    $50k-55k yearly 2d ago
  • Client Account Manager - Automotive Digital Marketing **Future Opportunity** Talent Pipeline

    Make & Model Marketing

    Customer success manager job in Cleveland, OH

    Role: Client Account Manager - Automotive Digital Marketing (Future Opportunity Talent Pipeline) Employment Type: Full-Time Travel: Between 25%-50% of the time **Future Opportunity** Join Our Talent Pipeline At Make & Model Marketing, we believe the right people don't always come along when a job is open - that's why we keep the door open. If you see a role that aligns with your skills and interests, we encourage you to apply, even if it's not currently hiring. By submitting your application under Future Opportunities, you'll be added to our talent pipeline. Should a position open up that matches your background, we'll reach out to start the conversation. We review every application and are always excited to connect with people who are passionate about automotive marketing and eager to make an impact. About The Role As a Client Account Manager at Make & Model Marketing, you'll be the primary point of contact for our dealership clients - building strong relationships, ensuring their needs are met, and acting as a trusted advisor on all things digital marketing. You'll lead monthly client meetings (virtually or in person), walk through performance data, and guide strategy conversations to help clients understand their marketing results and opportunities. You'll also work closely with our internal team of digital marketers to bring strategies to life - managing projects, keeping timelines on track, and ensuring every campaign aligns with the client's goals. This role requires excellent communication skills, a proactive mindset, and the ability to simplify complex digital concepts for a non-technical audience. The ideal candidate has hands-on experience in automotive retail (dealership or OEM) and a solid understanding of digital marketing channels including SEO, SEM, and Paid Social. Requirements: Minimum 2 years of experience in a client-facing role (e.g., account manager, salesperson, or similar) Minimum 2 years of experience in digital marketing, with a solid understanding of common channels and strategy Minimum 2 years of experience in the automotive industry (at a dealership, agency/vendor, or OEM level) Working knowledge of digital marketing fundamentals, including SEO, Paid Search, and Google Analytics (GA4) Strong presentation and project management skills, with the ability to lead client conversations and manage cross-functional work Excellent verbal and written communication skills - professional, prompt, and clear with clients and internal teams Ability to travel up to 50% of the time for client meetings (including occasional overnight travel) Highly organized and detail-oriented, with the ability to manage multiple clients and priorities simultaneously Responsibilities: Manage dealership accounts by building and maintaining relationships with key dealership personnel including dealer principals, general managers and sales managers, and dealership marketing team members Identify client goals and craft digital marketing strategies to support them Analyze key digital marketing metrics and collaborate with our internal teams to identify areas of opportunity Manage communication with clients and day-to-day requests with responsiveness and professionalism Collaborate with internal teams to execute client needs Oversee workflow for projects such as specials, creative, email campaigns, SEO & SEM strategies, and content updates Review client deliverables to ensure quality and alignment with expectations Ensure all marketing materials comply with brand standards, co-op requirements, and legal guidelines The Ideal Candidate: Passionate about both digital marketing and the automotive industry Excels at building lasting client relationships and acting as a trusted strategic partner Operates with an ownership mindset - confidently managing your book of business as if it were your own Highly organized and detail-oriented, able to manage multiple deadlines and priorities Thrives in a collaborative environment and enjoys working as part of a team Strong presentation skills and a knack for translating complex digital marketing concepts to clients without backgrounds in digital Results-oriented with an ability to lead the team to achieve company and client KPIs and goals The First 90 Days: Learning, observing, and building trust - both with clients and with our internal team. Shadowing an experienced account manager or company owner to get to know our clients, understand their goals, and begin building relationships rooted in trust, transparency, and proactive communication Get to know our internal teams - including SEO, content, design, and paid media - and learn how we collaborate, communicate, and bring projects to life across departments Gain a clear understanding of our internal standards for quality, client communication, and service delivery - and how we uphold those standards across every touchpoint Become familiar with the tools, software, and systems we use to manage client work, track performance, and stay organized - from project management to reporting By the end of your first 90 days, you'll be ready to confidently take the lead on your own book of business with the full support of our team behind you. Compensation and Benefits Your final compensation will be determined by your experience level and skillset Compensation is reviewed every 6 months Medical, Dental, & Vision Insurance (Employer pays 50% of premiums) Simple IRA + 3% Matching Opportunity 10 Paid Time Off days in your first year + your birthday. 15 PTO days after 5 years with our company. 20 PTO days after 10 years with our company Paid Holidays Continuous Training Opportunities Flexible Hours - This position requires employees to work onsite at our office for 7 hours per day (account manager roles may require additional hours due to travel and client schedules). Our office is open from 6:00 AM to 6:00 PM, allowing you the flexibility to choose a schedule that works best for you within those hours
    $44k-78k yearly est. 60d+ ago
  • CVL Dealer Sales - Retail Client Manager

    Bank of America Corporation 4.7company rating

    Customer success manager job in Cleveland, OH

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace , attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Retail Client Managers primary responsibility is to develop and manage dealer relationships for the purpose of increasing Auto & RV applications and loan production. The Retail Client Manager will prospect new clients, share the benefits of our program, and upon signing manage all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained. Secondary responsibilities include cross selling Merrill Edge, participating in local market leadership team activities, and working with DFS partners for referral opportunities. This position will also require working closely with underwriting and support staff to ensure all aspects of the market are appropriately managed. The position will require a self-motivated individual with strong communication skills, time management skills, computer skills, and the ability to perform market analysis, forecasting, and development. Responsibilities: * Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales * Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained * Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed * Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank * Captures market intelligence and delivers feedback to leadership team * Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences Skills: * Business Development * Client Management * Customer and Client Focus * Influence * Prospecting * Active Listening * Adaptability * Negotiation * Networking * Relationship Building * Client Solutions Advisory * Emotional Intelligence * Referral Identification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Required qualifications : * 5+ years experience selling retail financing to automotive dealerships or equivalent outside sales experience * Strong communication and negotiation skills to effectively sell our value proposition and to maintain Dealer relationships * The ability to be a strong individual contributor with a team player attitude. * Ability to drive long distances with possible overnight stays Desired qualifications: * The ability to work independently or in a team environment * Established dealer relationships within the market * Undergraduate degree Shift: 1st shift (United States of America) Hours Per Week: 40
    $51k-75k yearly est. 14d ago
  • Manager, Customer Success

    Brightedge 4.4company rating

    Customer success manager job in Cleveland, OH

    At BrightEdge, we help the world's biggest brands - from Microsoft to Adobe - connect with their customers where it matters most: online search. Our AI-powered platform transforms digital content into measurable business results, and our Customer Success team plays a key role in making that happen. We're looking for a Manager to lead our Digital Customer Success team, focused on driving impact for BrightEdge's enterprise customers. You'll coach a talented group of CSMs, helping them develop both their analytical expertise and their ability to deliver world-class customer experiences. If you love mentoring others, thrive on solving complex marketing and analytics challenges, and get energy from helping customers win - this is the role for you.What you'll do: Lead and grow a team of CSMs - hiring, onboarding, and developing top talent. Coach your team to successfully guide customers through key phases of the SEO lifecycle: implementation, adoption, and ongoing support Oversee customer success programs: Join key calls, review account strategies, and ensure customers achieve measurable outcomes. Monitor and drive team performance: Set goals, review account books weekly, and track KPIs that align with adoption, engagement, and retention. Collaborate cross-functionally with Product, Marketing, and Engineering to ensure our customers' needs and insights shape the future of BrightEdge. Be a hands-on leader: Jump into accounts when needed, helping your team navigate complex challenges and uncover new opportunities. What you bring: 5+ years of experience in customer-facing roles, with at least 3+ years managing teams. A strong background in digital marketing, SEO, or analytics, ideally in a SaaS or tech environment. A proven track record of developing talent and building high-performing, customer-obsessed teams. Experience managing complex customer programs or integrations across multiple business functions. Excellent communication and storytelling skills - you know how to tailor a message for executives, marketers, and technical teams alike. A curious, data-driven mindset and a passion for solving marketing problems through technology. Bachelor's degree required Benefits and Perks Comprehensive medical, dental, and vision insurance Generous paid time off and company holidays A close-knit, collaborative office culture Fully stocked kitchen Regular team events (Quarterly) The chance to make a real impact on the future of our workplace and our company About BrightEdge BrightEdge is widely recognized as a global leader in SEO and Digital marketing. The most innovative customers across more than 80 countries trust BrightEdge to modernize their Digital Marketing stack for today's digital world. We are helping thousands of organizations, including many of the world's largest companies, transform their businesses and drive more revenue. The continuous innovation of our product is supported by what we believe to be our most valuable assets: our people. Our employees are industry experts at the forefront of digital transformation. Come join us and help us share the future of SEO.
    $71k-110k yearly est. Auto-Apply 26d ago

Learn more about customer success manager jobs

How much does a customer success manager earn in Lakewood, OH?

The average customer success manager in Lakewood, OH earns between $58,000 and $137,000 annually. This compares to the national average customer success manager range of $61,000 to $142,000.

Average customer success manager salary in Lakewood, OH

$89,000

What are the biggest employers of Customer Success Managers in Lakewood, OH?

The biggest employers of Customer Success Managers in Lakewood, OH are:
  1. BrightEdge
  2. Expedient
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