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  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Customer success manager job in Waunakee, WI

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $45k-51k yearly est. 15d ago
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  • Client Manager - US Large Market

    American Express 4.8company rating

    Customer success manager job in Madison, WI

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023645
    $89.3k-150.3k yearly 3d ago
  • Customer Success Manager

    Icims 4.6company rating

    Customer success manager job in Madison, WI

    As a Customer Success Manager on the Commercial team, you will be responsible for leading consultative conversations, participating in business reviews, analyzing key performance metrics, and ensuring our clients' ongoing success. You will become an industry expert with a focus on the Talent Acquisition (TA) space and work to establish yourself as a trusted advisor. Equipped with leading industry tools including Gainsight, you'll guide customers on product and industry best practices, and help to continually update mutual success plans. You'll also provide forecast reporting. With the support of internal cross-functional teams, you'll provide superior experiences resulting in a high rate of renewals. **About Us** When you join iCIMS, you join the team helping global companies transform business and the world through the power of talent. Our customers do amazing things: design rocket ships, create vaccines, deliver consumer goods globally, overnight, with a smile. As the Talent Cloud company, we empower these organizations to attract, engage, hire, and advance the right talent. We're passionate about helping companies build a diverse, winning workforce and about building our home team. We're dedicated to fostering an inclusive, purpose-driven, and innovative work environment where everyone belongs. **Responsibilities** + Successfully complete company training programs to build expertise in the iCIMS Talent Cloud products and TA industry. + Partner with cross-functional teams including account management and professional services to understand customer business objectives, products purchased, challenges, hiring strategy and maturity, technology stack, and more. + Leverage Gainsight and analytics platforms to build a deep understanding of customer adoption, data insights, and process while understanding overall account health. + Collaborate with the Account Manager to support the business review process by providing relevant account data. + Partner internally on the overall customer journey to ensure customer satisfaction. This may include supporting a customer with questions about the solutions, providing best practices, conducting product deep dives, and routing questions to the appropriate resource. + Support customer understanding of the iCIMS support model and training resources to drive proficiency and self-service capability. + Effectively prioritize customer projects to ensure achievement of SLAs while keeping internal partners informed. **Qualifications** + 1-2 years experience in a customer facing role for a solutions-based organization with accountability for customer support, renewals, expansion, or training, or experience in a talent acquisition/human resources role. + A passion for assisting customers solve business issues with advanced technology solutions. + Ability to use data and analytics to create practical insights to build customer strategic plans. + Experience forming relationships with multiple customer personas to align business goals to technology strategy and support their continued success. + Ability to prioritize competing requests from customers, partnering internally with key collaborators to ensure success. **EEO Statement** iCIMS is a place where everyone belongs. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at iCIMS. We are proud to be an equal opportunity and affirmative action employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you'd like to view a copy of the company's affirmative action plan or policy statement and/or if you would like to request an accommodation due to a disability, please contact us at ***************** . **Compensation and Benefits** We accept applications for this position on an ongoing basis until the position is filled. Applications will be reviewed as they are received, and qualified candidates may be contacted throughout the posting period. The anticipated base pay range for this position is ($55,000-$57,000). Additional compensation may include quarterly commissions, as applicable. Final compensation will be based on factors such as relevant experience, skills, education, internal equity, and market data. This range aligns with our commitment to equitable and transparent compensation practices, as required by applicable law. Competitive health and wellness benefits include medical, dental, vision, 401(k), dependent care, short term and long-term disability, life and AD&D insurance, bonding and parental leave, mindfulness resources, an open vacation policy, sick days, paid holidays, quiet hours each workday, and tuition reimbursement. Benefits and eligibility may vary by location, role, and tenure. Learn more here: ***********************************
    $55k-57k yearly 4d ago
  • Customer Manager

    Advantage Sales & Marketing Dba Advantage Solutions 3.9company rating

    Customer success manager job in Madison, WI

    Customer Manager The Customer Manager is a salesperson responsible for being the sales expert for a designated Customer(s), providing strategic customer insights. The Customer Manager works to ensure joint business plans are executed by the customer. This role works closely with Key Account Managers (KAMs) within that assigned department, as well as order entry, claims, schematics, and retail sales associates to ensure all Client and Customer standards are met. The Customer Manager (CM) must possess the ability to bridge the relationship between the Key Account Management Team (KAM Team) and all stakeholders at assigned customer(s). Our clients are defined as the manufacturers, vendors, or brands who have contracted Advantage as their sales force. Our customers are defined as retailers, wholesalers, or distributors, to whom we sell our clients' brands. This teammate will collaborate with customers to develop strategic plans to accomplish the business goals and work with retailer associates (such as buyers, category managers, replenishment managers, and others) on Headquarter calls to implement the programs. Job Will Remain Open Until Filled Responsibilities The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management, and marketing services to manufacturers, suppliers, and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics, and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today. Essential Responsibilites • Drive our clients' business at assigned customer. Increase distribution, grow sales dollars/units/share/other KPI's, while staying within budget guidelines • Manage and coordinate Sales Activities, through sales analysis of customer data, sales planning, and sales presentation. • Conduit between Customer(s), Key Account Managers and Clients through product line presentations, new item presentations, display selling. • Manage and delegate KAM and Client Divisional Initiatives (i.e. achieving parity pricing vs. inline and competition, maintain up to date Team Business Trackers, photo request presentation, and special requests). • Secure/ensure timely and accurate responses from customer(s) to KAM Team/Clients which includes promotion forecast. • Manage selling recommendations from the customer(s) to grow and build the business long-term. • Attend and present in client meetings at designated customer(s) • Attend and present in Management Team meetings. • Conduct and manage customer(s) meetings focusing on client promotional events, displays, etc. • Build relationships with buyers and support departments at customer, works with KAM to recommend growth plans, execute plans, assist with tactical issues such as PO's, cost changes, contract execution and ensuring retail/merchandising execution. • Develop and leverage relationships with key influencers and decision makers in assigned customers. • Sell displays, period promotions, present business reviews, and new item introductions. • Build and present product distributions based on previous performance using the customer scan data. • Present pricing disparities in assigned customer based on client recommendations; achieve parity pricing inline and vs. competition. • Take weekly photos based on client request and needs. • Acquire weekly pricing for clients based on their product (s). Client Quota Achievement o Meets or exceeds Client's goals for sales, distribution, share, pricing, shelving, and promotional volume o Launches strategies to pursue new opportunities Client KPI's Achievement Implements retailer headquarter calls and penetrate key positions at the retailer to: o Achieve sales goals by managing and maximizing manufacturer marketing and promotional funds while staying within financial guidelines o Ensure that all retail pricing and indirect order guides within the division is updated by regularly correcting discrepancies o Secure Client approved schematics for all Clients' brands by providing direction and communication to our schematic, reset, and retail departments o Ensure incremental sales through distribution of new products and maintenance of existing SKU's o Collaborate with category management team to develop retailer presentations by using database rationale such as SKU optimization, efficient promotion causal data, and lift analysis o Manage accounts to achieve the targeted ACV on Innovation Business / Category Reviews o Builds and maintains effective client and retailer relationships in order to ensure customer access and client perspective that we are connected and engaged with key stakeholders o Demonstrates sales accomplishments and areas of opportunity by developing sales presentations for Customers and Clients o Implements Customer HQ Calls and demonstrates an ability to penetrate key positions at the retailer o Offers strategic input pursuant to annual business plans, problem solving, ongoing customer management. Finds the intersection of retailer and client objectives and drive win/win scenarios Supervisory Responsibilities Direct Reports - This position does not have supervisory responsibilities for direct reports Indirect Reports - May delegate work of others and provide guidance, direction and mentoring to indirect reports Travel and/or Driving Requirements - Travel is not an essential duty and function of this job Minimum Qualifications Education Level: (Required): Bachelor's Degree or equivalent experience - 2-4 years in sales or retail experience and knowledge of CPG industry Experience managing multiple projects simultaneously Knowledge and experience with designated customers preferred Skills, Knowledge and Abilities - Excellent written communication and verbal communication skills - Ability to motivate and inspire - Good interpersonal skills - Demonstrate conflict management skills - Excellent decision-making skills - Ability to exercise sound judgment - Ability to work effectively with management - Ability to ensure a high level of service and quality is maintained - Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers Environmental & Physical Requirements Office / Sedentary Requirements: Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically, requires the ability to sit for extended periods of time (66%+ each day), ability to hear telephone, ability to enter data on a computer and may require the ability to lift up to 10lbs. Additional Information Regarding Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job positions, or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Important Information The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of associates so classified. The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law.
    $72k-104k yearly est. Auto-Apply 34d ago
  • Senior Customer Success Manager

    Findhelp, a Public Benefit Corporation

    Customer success manager job in Madison, WI

    We're changing the way people connect to social care. At Findhelp, we've built a comprehensive platform of products and services that make it easy for you to connect people to resources, follow them on their journey, and track your impact in a fast and reliable way. Our industry-leading social care network includes more than half a million local, state, and national programs that serve every ZIP Code in the country, from rural areas to major metropolitan centers. Findhelp is headquartered in Austin, Texas and has been enabling healthcare, government, education, and other organizations to connect people with the social care resources that serve them, with privacy and security, since 2010. As a mission driven organization, we are focused on creating a positive impact by connecting people in need to the programs that serve them with dignity and ease. Powered by our proprietary technology that enables people to find the resources available in their area, we have helped millions of Seekers find food, health, housing and employment programs. Your role will center around building lasting customer relationships, onboarding new customers, and growing customer accounts, our impact, and our company.Responsibilities and Duties: Proactively engage clients to drive product adoption and optimal product experiences Develop & maintain relationships with key customer champions including Executive Sponsor, Project Manager and Technical Lead, to name a few Manage client and project communications- be a leader driving the project plan and sharing best practices of how your customers can mobilize findhelp's functionality Track customer usage metrics and respond to any customer deployment or product issues Create and deliver Executive Business Reviews on a quarterly cadence Take ownership of technical issues, responding in a timely manner, and working with cross-functional teams to document problem resolution steps Manage escalations and expectations for both the client and internal personnel Take ownership of the entire onboarding process for each client Facilitate a smooth hand-over from sales to service Create and manage the scope and timeline of rollout, alongside customer expectations Train customer's staff and relevant partners on how to use findhelp's suite of tools Create and share materials to support internal and external marketing Advocate for the customer, champion their success, drive renewals and expansions Drive usage throughout customer organizations including growing usage across teams, departments as well as the adoption of product features to achieve the customer's goals Collaborating with the Customer Success team to build a thriving department and foster the overall success of findhelp and the people we serve Advocating for the ongoing needs and goals of the customer internally - gathering feedback from customers and understanding both how to meet them where they are and also how to help get them where they want to go Qualifications: Possess a strong desire to use your job and mind to make the world a better place for people in need BS/BA degree or equivalent 7+ years experience in account management, customer success, project management, with a significant experience managing large enterprise accounts Experience with technology and able to learn new technologies quickly; direct experience with SaaS application support requirements Customer-focused, enthusiastic, positive, and service-oriented Interest in organizational innovation, social enterprise, community organizations, and governmental groups Ability to prioritize, multi-task, and perform effectively under pressure Skilled at problem-solving, decision making, negotiations, and ability to navigate challenging situations in a professional manner Superior communications skills (presentation, written, and verbal) and demonstrated ability to communicate/present effectively at all levels of the organization including the C-suite Ability to travel to some customer locations We value being together We believe being together enables stronger relationships, collaboration, and culture.This position is in office and candidates must be located in Austin, Texas, Madison, Wisconsin, or Denver, Colorado Perks at Findhelp •401k & equity grants•Free food and onsite gym at our Austin HQ •Paid parental leave•Competitive PTO & 10 paid holidays•Employee only paid Health, Dental, and Vision insurance•Dog-friendly office in Austin HQ•24/7 access to telemedicine and counseling•Book Purchasing Program We're building a diverse, inclusive team You're welcome here. We want everyone to be able to easily connect to the help they need, and we want our teams to reflect and represent our communities. It is our policy to recruit, hire, train, and promote individuals, as well as administer any and all Company policies, without regard to age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin or ancestry, physical and mental ability, political affiliation, race, religion, creed, sexual orientation, socio-economic status, veteran status, or any other protected class, in accordance with applicable laws. Accommodations are available for applicants with disabilities. Here are some of the ways we support our staff:•Culture Committee •Leadership Development Training•Paid Volunteering Time
    $70k-108k yearly est. Auto-Apply 60d+ ago
  • Customer Success Account Manager

    ISC2 4.1company rating

    Customer success manager job in Madison, WI

    Your Future. Secured. ISC2 is a force for good. As the world's leading nonprofit member organization for cybersecurity professionals, our core values - Integrity, Advocacy, Commitment, Diversity, Equity & Inclusion and Excellence - drive everything we do in support of our vision of a safe and secure cyber world. Our globally recognized, award-winning portfolio of certifications provide an independent and globally recognized endorsement of cybersecurity knowledge, skills and experience for all career levels. Our charitable arm, the Center for Cyber Safety and Education, enables ISC2 and our members to serve the public by educating the most vulnerable about cyber risks and empowering access to enter and thrive in the cyber profession. Learn more at ISC2 online and connect with us on Twitter, Facebook and LinkedIn. When you join ISC2, you'll demonstrate your commitment to an inclusive and equitable environment. Your support of the unique perspectives and experiences shared by our global cybersecurity workforce and profession will be recognized. We invite you to take an active role in helping us create a true sense of belonging across our organization - an environment of authenticity, trust, empowerment and connectedness that empowers all of our successes. Learn more. **Position Summary** The Customer Success Account Manager is responsible for driving customer satisfaction, retention, and growth across assigned accounts. You will ensure seamless delivery of services, proactive account management, and measurable customer outcomes. You will also combine strong organizational skills with customer-facing experience, and a results-driven mindset. **This position is not available to residents of** **California** **.** **Responsibilities** **Customer Retention & Success** + Serve as the primary point of contact for assigned accounts, ensuring ongoing satisfaction and long-term retention. + Conduct regular **account reviews** to assess customer goals, usage, and outcomes, providing actionable recommendations. + Increase exam completion rates by monitoring learner progress, removing barriers, and providing engagement strategies. **Delivery Fulfillment** + **Facilitate service delivery** by coordinating instructor assignments, tracking of client expected training schedules, and ensuring all logistics are in place. + Manage preparation and distribution of training materials, ensuring accurate and timely delivery to customers. + Partner with internal operations, instructors, and vendors to guarantee a seamless customer experience. **Account Operations** + Oversee the **day-to-day management** of accounts, including processing orders, running reports, and maintaining accurate records in CRM systems. + Track customer utilization, training fulfillment, and certification outcomes to ensure contractual obligations are met. + Develop and deliver account-level reporting on performance, usage, and ROI. **Growth & Lead Generation** + Identify upsell and cross-sell opportunities through regular account engagement and success planning and engage sales partners to close. + Partner with Sales and Business Development to generate **qualified leads** and expand existing customer relationships. + Share customer insights and success stories to support marketing and sales initiatives. Perform miscellaneous duties as assigned **Behavioral Competencies** + Excellent written oral communication/presentation, and relationship-building skills + Strong project management and organizational skills, with the ability to juggle multiple priorities + Professionalism with a high degree of business savvy and strong demonstration of intellect, executive presence and sales acumen + High sense of urgency. Willingness to do what it takes to meet revenue goals while maintaining the absolute highest standards in terms of honesty, integrity and business ethics + Strong interpersonal skills with both customers and our internal team members alike, exhibiting focus and drive for business building and working collaboratively with employees to grow the business + Self-starter who provides creative and pragmatic solutions to business issues and problems + A positive, results-oriented attitude, with a sense of enthusiasm **Qualifications** + Experience in education, certification, training services, Cyber strongly preferred + Proficiency with CRM systems, reporting tools, and order processing workflows **Education and Work Experience** + Bachelor's degree in related field preferred, or equivalent work experience + 5+ years in Customer Success, Account Management, Training Delivery Coordination, or similar role **Physical and Mental Demands** + 25% travel required; this may increase where needed and may be required on short notice + Remain in a stationary position, often standing or sitting, for prolonged periods + Work extended hours when needed + Regular use of office equipment such as a computer/laptop and monitor computer screens **Equal Employment Opportunity Statement** All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic as protected by applicable law. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. **Job Locations** _US-Remote_ **Posted Date** _3 months ago_ _(10/21/2025 8:14 AM)_ **_Job ID_** _2025-2190_ **_\# of Openings_** _2_ **_Category_** _Sales_
    $84k-122k yearly est. 60d+ ago
  • Concierge, Customer Success Team

    Coinbase 4.2company rating

    Customer success manager job in Madison, WI

    Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. As a Coinbase Concierge, you will serve as a primary subject matter expert for Coinbase's products, providing world-class service and support to our most valued customers. You'll join a high functioning team of customer focused support professionals who know their performance is essential to Coinbase achieving its mission. We're looking for an individual who has a passion for making the customer experience seamless and phenomenal. *What you'll be doing:* * Serve as the primary touchpoint and relationship owner for selected high value Consumer customers. * Provide a best in class experience for our customers through effective stakeholder management, task management, decisive prioritization, and efficient execution. * Handle requests through to resolution, including collaborating across teams of subject matter specialists. * Model an investigative mentality to help address critical customer issues at the root cause. * Represent and advocate for the customer across organizations to drive impactful changes. * Champion clear communication with internal and external partners to align on solutions and drive results. * Onboarding the customer to Coinbase and after understanding their goals, helping them understand how to set up, secure, fund and begin using their account. * Proactively monitoring their customers' accounts for any potential issues and when one is identified, either resolving it on their behalf or helping them do so. * Introducing customers to newly released features or products that they may be interested in. * Educating customers about benefits (i.e. staking, Coinbase One, etc) that they aren't currently taking advantage of, but could be. * Proactively identify customer needs before they become an issue to simplify the customer experience, reduce friction, and strengthen trust in Coinbase. * Responsible for providing support for Coinbase customers across multiple channels (phone, messaging & email) by investigating, troubleshooting and resolving customers' trading related issues. *What we look for in you:* * FINRA License series 7 & 63 (will not initially be sponsoring licenses) * Motivated by Coinbase's mission, creating a seamless experience for our trading customers and driving product adoption. * Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment. * Advanced knowledge of the financial services industry and securities trading. * Flexible and adaptable to meet the evolving needs of a high-growth and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase products successfully, and an eagerness to create a community of high value Coinbase power users. *Nice to haves:* * FINRA License Series 3, 4, 65, or 66. * Knowledge of Cryptocurrency and Coinbase Products * Understanding of Google apps, JIRA, Salesforce Service Cloud, or Amazon Connect. *Note: We are targeting candidates based in Orlando, FL at this time, but open to talking to top talent in other locations!* *Job ID: G2876* *Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)). Pay Range: $40.01-$47.07 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations*********************************** *Global Data Privacy Notice for Job Candidates and Applicants* Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required. *AI Disclosure* For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. *The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
    $40-47.1 hourly 60d+ ago
  • Customer Success Manager - Commercial (Madison)

    Appian 4.7company rating

    Customer success manager job in Madison, WI

    Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. We are seeking a Customer Success Manager to join our team. You will serve as a strategic advisor to empower leading companies across many industries in transforming their businesses through process applications built on Appian's software platform with AI, robotic automation, Data Fabric, and other innovative technologies. You will gain a deep understanding of our customers' business goals, cultivate impactful relationships with stakeholders at different levels, positioning yourself as a trusted advisor and catalyst for their success. Combining your understanding of customer needs, your business and technical aptitude, and deep expertise you will develop about Appian capabilities, you will enable customers to achieve their unique objectives through collaborative engagement with internal and external partners. As a Customer Success Manager, your task will be to ensure progress against key customer outcomes, identify and mitigate various types of risks to customer success, including: business, program, implementation, technical, project, adoption, engagement. What you'll do: Uncover and shape each customer's desired goals, translate these objectives into actionable and prioritized plans, and then drive execution of these plans with the customer. Drive adoption by empowering clients to become more self-sufficient with building and managing Appian applications and solutions. Identify opportunities for Appian to reach the client's business goals and articulate business value cases for additional investment in expanding the customer's use of Appian. Identify and remove any barriers to successful adoption and expansion of the customer's use of Appian software. Establish yourself as a strategic partner and trusted advisor with key client stakeholders by demonstrating alignment between Appian's capabilities and the client's evolving business strategy. Monitor account health to ensure customer satisfaction and identify opportunities for impactful intervention. You'll be successful in this role if you have skills and experience to: Develop mastery in your understanding of Appian's products, with superb technical proficiency and a growth mindset as technology continues to evolve. Become an expert in Appian's platform, program, and implementation methodology and best practices, many of which are highly technical. Uncover opportunities to improve customer's use of the Appian platform through improvements to use case planning, technical implementation, and best practices within their Appian program. Persuasively recommend areas of process improvement by aligning the right technology solutions to business value, including new and emerging areas of technology such as artificial intelligence (AI). Build program roadmaps and develop mutual success plans jointly with the customer and drive toward measurable outcomes. Think critically, creatively, and independently to solve strategic and tactical problems that may be complex, ambiguous, or intractable, with an ability to challenge the customer's norms when needed to ensure transformative success for the customer. Remain undeterred by setbacks or obstacles, working collaboratively with customers to demonstrate “grit” and put forward determined efforts to reach your goals. Constantly look for ways to drive results proactively, improve the way we work with our customers, and never be satisfied with “good enough.” Effectively collaborate with internal and external partners with empathy and respect, including facilitating . Demonstrate confidence and comfort when communicating or presenting to a wide range of stakeholders, including technical resources, technology managers, program managers, business stakeholders, senior executives, and C-level leaders. Manage difficult and high-stakes conversations that challenge others' perspectives tactfully, relying on earned reputation as a trusted advisor. Provide effective coaching and mentorship to colleagues in a matrixed organization with high standards and minimal direct hierarchies. Advocate for agile concepts to drive incremental value while maintaining strategic program objectives. Required skills and experience: Bachelor's degree, ideally in a technical field. Superb consulting skills and proven results working as a trusted advisor to drive business value for customers. Superb communicator (written and spoken) to executive level business and technical audiences. Excellent organization and project management skills, with significant attention to detail. Successful track record of persuading partners to forgo the easy approach in favor of the difficult, more valuable path. Experience with technology implementation, consulting, success management, and/or advisory services, ideally for 5+ years. Experience with building, implementing, configuring, deploying, and/or testing of enterprise technology solutions using a software product or platform, ideally in Saas/PaaS model (examples include workflow, intelligent automation, low-code development, BPM, CRM, ERP, EAI, RPA, ITSM, ECM, EHR, etc.). Solid understanding of integrating web services, data integration architecture, data systems, and/or enterprise architecture, with the ability to quickly learn and explain how technology drives business value. Experience with agile software development practices Willingness to travel occasionally, up to 25-50% #LI-KC1 Tools and Resources Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires. Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Community: We'll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company. Benefits Appian offers a comprehensive benefits package designed to support your health, wellbeing, and financial future. Benefits may include health coverage, Employee Assistance Program (EAP) with free mental health support, life and disability insurance, an Employee Stock Purchase Program (ESPP), a retirement/pension plan, wellness dollars, tuition reimbursement, family-forming benefits and more. Benefits vary by country-please ask your Talent Acquisition contact for details specific to the location you are applying to. About Appian Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations-resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn. Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at ReasonableAccommodations@appian.com. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice
    $88k-116k yearly est. Auto-Apply 1d ago
  • Client Success Manager

    Norstella

    Customer success manager job in Madison, WI

    **About MMIT:** Why MMIT? At MMIT, we simplify the complexities of healthcare to smooth access to life saving therapies. Our collective teams achieve this through prioritizing cultivating industry leading data coupled with cutting edge technology to solve some of healthcare's most complex challenges. MMIT is regarded as a trusted go-to-market partner that identifies barriers to patient access and helps coordinate major stakeholders to move therapies from pipeline to prescription-answering the "what" of how payers cover therapies and the "why" behind those decisions. MMIT's product portfolio has been built by listening to our clients, and with expert teams of pharmacists, clinicians, data specialists and market researchers who provide foresight, clarity and confidence. In 2022, MMIT joined forces with other market-leading pharmaceutical-solutions providers-Evaluate, Citeline, PanalgoandThe Dedham Group-to launch Norstella, which aims to deliver must-have answers for critical strategic and commercial decision-making along the entire drug development journey. **The Role:** MMIT's Client Success team has the overall responsibility for the retention and growth of MMIT's Market Access customers. This position will partner directly with clients to advance our joint mission to smooth patient access to therapies, by ensuring successful deployment, adoption, and utilization of MMIT's products and services. The CSM is directly responsible for driving client outcomes and building long-term relationships that result in positive retention and growth of their assigned client segment. **Responsibilities:** Retention & Growth + Maintain positive net revenue retention across named clients in their assigned client segment. + Partner closely with Commercial partners (Sellers, Strategic Account Management, Business Development) on whitespace strategy and leverage existing relationships to generate leads and nurture opportunities. + Earn reference status in >80% of MMIT clients. Optimize Client Use Cases + Responsible for understanding client priorities, use cases, definition of success, and actions required to accelerate time to value. + Build and manage day-to-day relationships with all client stakeholders (decision makers, influencers, end users, etc.) across multiple brands and Market Access functions (Insights & Analytics, Payer Marketing, Field Teams, Contracting/Rebating, etc.). CSMs are the face of MMIT and are responsible for ensuring these stakeholders understand who we are, what we do, and how we are evolving as an organization. These relationships are continuously evolving as our clients adopt new use cases across various teams, and as stakeholders transition in and out of roles. + Meet regularly with clients to build relationships, review use cases and recent Market Access updates, review open projects and training plans, discuss open questions/needs/support. Provide client education, training, and strategic guidance on how to leverage MMIT's data and platforms to achieve priority use cases. + Perform regular Partnership Reviews to ensure ongoing alignment on customer business/brand strategy and reflect on our partnership. Key objectives include - brand strategy and pipeline updates, key personas and use cases, recent engagement and strategic initiatives, feedback on partnership, upcoming engagement to drive outcomes. Account Health & Advocacy of Client + Actively review a variety of leading indicators of account health to determine risk, and are accountable for defining, implementing, and leading risk mitigation plans. + Serve as an advocate and quarterback, representing the voice of the client, when partnering with internal teams (Client Services, Data Operations, Product Management, etc.). + Act as the internal and external escalation point of contact for any known or emerging client issues. + And other duties as assigned **Qualifications:** + Bachelor's degree in marketing/business or related discipline. + 5+ years' experience in account management and/or leading client relationships. Mastered client management best practices & principles. + Market Access domain expertise (deep understanding of current and future payer trends; intimate knowledge of Payer, PBM, and IDN organization structures and offerings; understands nuances of channels, benefit designs, site of care; understands and appreciates contracting strategies pharmaceutical companies deploy to obtain favorable access). + Understanding of common brand strategies to optimize patient access to therapies. + Able to lead multiple strategic engagements at once while representing the voice of the client internally - aligns and leverages internal resources in support of client needs or issues. + Able to orchestrate, lead and influence stakeholders to drive decisions collaboratively, resolving conflict and ensuring follow through with exceptional verbal and written communications. + Superior analytical, quantitative, and conceptual thinking skills and strong interpersonal and communication skills. + High level of empathy with a strong agility to learn and adapt, growth mindset. + Demonstrated desire for continuous learning and improvement. + Enthusiastic and creative thinker with the ability to inspire others. **Our Guiding Principles for success at Norstella:** 01: Bold, Passionate, and Mission-First 02: Integrity, Truth, and Reality 03: Kindness, Empathy, and Grace 04: Resilience, Mettle, and Perseverance 05: Humility, Gratitude, and Learning **Benefits:** + Medical and Prescription Drug Benefits + Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) + Dental & Vision Benefits + Basic Life and AD&D Benefits + 401k Retirement Plan with Company Match + Company Paid Short & Long-Term Disability + Paid Parental Leave + Paid Time Off & Company Holidays _The expected base salary for this position ranges from $120,000 to $150,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus._ _Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._ _Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._ _All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ _._ Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.
    $120k-150k yearly 15d ago
  • Customer Success Manager - Engagement Manager

    Wolters Kluwer 4.7company rating

    Customer success manager job in Madison, WI

    The Customer Success Engagement Manager plays a high-impact role in managing strategy and product utilization across the Wolters Kluwer Health's Clinical Decision Support & Provider Solutions (CDSP) product portfolio. They serve as a trusted advisor for our largest and most strategic accounts and are responsible for optimizing customer outcomes to ensure alignment with the client's clinical, operational, and strategic goals. They ensure strategic customer relationships are established and strengthened, drive product adoption and ensure utilization goals are achieved to maximize value realization, implementation projects are well-managed, communication plans are effectively designed and executed, and ongoing performance is managed. They work directly with Sales Account Managers to ensure that customer needs are identified and satisfied, that expectations are met and exceeded and that renewals are achieved. Internally, this position contributes to the development of both internal and external best practices, participates in training and onboarding, and mentors teammates in their growth and development. RESPONSIBILITIES * Customer Relationship Management * Partner with Sales to build and maintain the health and well-being of assigned accounts, effectively managing customer expectations, and supporting success and renewal * Act as CE liaison for customer executive leadership as it relates to project planning, execution, implementation and utilization efforts * Complete Executive Business Reviews (EBRs) to align on progress, ROI, and future opportunities in collaboration with senior management and Sales * Develop and deliver compelling presentations and facilitate strategic, consultative discussions with key stakeholders * Share best practices and encourage their adoption to maximize product value and outcomes * Design workflows, trainings, and deployment plans to meet unique customer needs * Win support for process and performance improvement plans related to customer success, product development, and service improvements based on strategic account feedback * Work with customers to set utilization goals and benchmark success, leveraging tools (reports, case studies, client references, etc.) to win and maintain customer support * Manage and nurture relationships with key decision-makers and stakeholders across multiple departments (clinical, administrative, and executive levels) * Develop a deep understanding of the strategic account's goals, pain points, and long-term objectives to align WKH solutions with their needs * Ensure the products deliver measurable value to the customer, while educating decision-makers and stakeholders on the tangible benefits being provided * Build credibility with key stakeholders by delivering valuable insights and expert guidance, positioning yourself as a trusted advisor for strategic discussions and decision-making. * Foster long-term relationships with both internal teams and customers, continuously working to deepen trust and collaboration. Build a wide network of internal champions for WK products and leverage these relationships to drive product adoption and customer satisfaction * Implementation and Project Management * Understand and uncover customer needs, initiatives, and deployment opportunities * Lead the development and execution of comprehensive customer project plans, including implementation and optimization activities with milestones and goals. This includes ensuring the coordinated execution of tasks across a multi-disciplinary team (Systems Implementation, Customer Support, Enterprise Support, Research & Analytics, Lifecycle Marketing, etc.) and for a variety of activities (access planning, configuration, and execution; training & onboarding; communication plans & digital programs; reporting, etc.) * Assess internal resource needs and requirements for efficient and effective implementation * Report on progress and effectiveness of plans to customer leadership and internal stakeholders. Identify and monitor potential risks to the customer relationship or satisfaction and proactively trigger escalation paths and develop remediation strategies when necessary * Direct Customer Success Specialists in executing supporting implementation activities, including workflow design, customer configuration, branding & tailoring, and customer training and best practices tailored to the needs of high-value accounts * Ensure plan execution by direct contribution and oversight of assigned team members' efforts, prioritizing efforts and resources for assigned customer portfolio. * Ongoing Utilization Management * Oversee and analyze customer utilization patterns to identify areas of risk, opportunity, and need * Present insights that showcase how WKH solutions contribute to their goals * Conduct utilization reviews with customer providing actionable insight into product usage and making data-driven recommendations for improvement * Work with customers to re-engineer workflow processes where necessary * Partner with marketing on communication planning including lifecycle marketing, targeted customer communications, and thought leadership campaigns * Identify cross-sell/up-sell opportunities by assessing customer needs and aligning additional products, services, or features that drive value and enhance their experience * Implementation Scoping * Advise sales team in establishing contract terms and pricing for the solution * Collaborate with sales team in reviewing and finalizing implementation scope, timelines, and milestones * Related Duties * Establish positive, collaborative relationships with customer representatives even under difficult or escalated circumstances * Act and communicate professionally as a representative of the CE team * Respond quickly and appropriately to customer questions, needs and requests and coordinate resources to meet those needs QUALIFICATIONS Education: Bachelor's degree required, Business/Health Administration preferred. Advanced degree or equivalent experience recommended. Experience: * 4+ years direct healthcare experience preferred * 5+ years of experience in SaaS-based customer success, account management, or a related role, with a focus on strategic or enterprise-level customer engagement and value realization * Healthcare Landscape preferred * In-depth knowledge of clinical decision support (CDS) products and is aware of the competition and market differentiators * Deep understanding of the healthcare industry, including medical devices, healthcare regulations, and clinical environments and workflows * Comprehensive awareness of challenges faced by healthcare organizations, such as patient outcomes, compliance, and cost pressures * Remain current on trends, regulatory changes, and innovations in the industry Act as a thought leader by sharing insights, whitepapers, and case studies with strategic accounts Other Knowledge, Skills, Abilities or Certifications: * Excellent project management skills to track large, complex software implementations across multiple customer sites * Familiarity with customer success platforms and CRMs * Data-oriented, consultative approach to promote product utilization with customers * Proven ability to quickly establish rapport with all levels of personnel up to and including C-suite executives * Superb presentation, oral, and written communication skills to effectively engage with C-level executives and cross-functional teams TRAVEL: approximately 30% - 40% About Wolters Kluwer Health's Clinical Decision Support & Provider Solutions (CDSP) Wolters Kluwer Health's Clinical Decision Support & Provider Solutions (CDSP)organization is a fast-growing and innovation-driven healthcare information technology (HIT) provider working on the front lines of clinical care. Our talented team of physician and pharmacist editors, technologists, and product visionaries collaborate to provide advanced clinical decision support solutions that measurably improve clinical effectiveness by helping healthcare professionals provide optimal care for their patients. Wolters Kluwer Health's Clinical Decision Support & Provider Solutions (CDSP)mission is to improve care worldwide. To achieve this vision, CE has strived to deeply understand the challenges facing clinicians and provider organizations as they evolve their workflow to cope with changing regulatory payment pressures while striving to deliver high quality and effective care. #LI-Hybrid Our Interview Practices To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you-not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process. Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process. Compensation: $97,000.00 - $170,050.00 USD This role is eligible for Bonus. Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. Additional Information: Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
    $78k-107k yearly est. Auto-Apply 38d ago
  • Manager of Customer Success

    Geneva10

    Customer success manager job in Delavan, WI

    Job DescriptionDescription: As the Manager of Customer Success at G10, you will play a pivotal leadership role in ensuring our customers achieve maximum value from our solutions. You'll lead and inspire a team of customer success professionals, foster long-term relationships with our clients, and drive initiatives that improve customer satisfaction, retention, and expansion. You will also act as the voice of the customer-identifying needs, gathering feedback, and influencing internal strategies to enhance overall customer experience. KEY RESULT AREA: Lead, coach, and develop a high-performing Customer Success team focused on onboarding, adoption, retention, and account expansion. Build and refine scalable processes, playbooks, and best practices that improve satisfaction and loyalty. Establish and track customer success KPIs such as health scores, churn rate, NPS, and renewal rates. Collaborate cross-functionally with Operations, IT, Sales, Onboarding, Business Development, and Marketing teams to improve customer outcomes and meet company objectives. Serve as a strategic partner to customers, developing strong executive-level relationships. Conduct quarterly business reviews (QBRs) alongside Customer Success Managers to assess satisfaction, identify opportunities, and align future goals. Manage escalations and complex customer issues with a calm, solutions-focused approach. Implement strategies to identify at-risk accounts and take proactive steps to improve retention. Oversee the development of customer training and educational resources. Contribute to customer communication plans including product announcements, best practices, and success stories. Maintain accurate customer records in CRM and ensure team adherence to documentation standards. Partner with IT and Operations teams to prioritize feature requests and process improvements based on customer feedback. Monitor industry trends and emerging customer needs to keep G10 ahead of the curve. Any other duties as assigned by the manager. SKILLS: Proven ability to develop, lead, and inspire high-performing teams. Excellent communication and presentation skills with the ability to simplify complex topics for varied audiences. Strong data analysis skills with the ability to interpret customer metrics and drive actionable insights. Demonstrated success in building and executing customer retention and growth strategies. Experience managing escalations and navigating complex customer relationships. Proficient in Microsoft Office Suite and CRM platforms such as Salesforce or HubSpot. Highly organized with exceptional time management skills in a fast-paced environment. Ability to think strategically while executing tactically. Requirements: EDUCATION/EXPERIENCE: Bachelor's degree in Business, Communications, Marketing, or a related field (or equivalent combination of education and experience). 5+ years of experience in customer-facing roles with at least 3 years managing a customer success, account management, or support team (logistics or technology/SaaS industry preferred). PHYISCAL REQUIREMENTS: Prolonged periods of sitting at a desk and working on a computer. The above statements reflect the general details necessary to describe the principal functions. of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.
    $69k-108k yearly est. 18d ago
  • Customer Success

    Pearson 4.7company rating

    Customer success manager job in Madison, WI

    Join Our Team! Pearson is the world's leading learning company. Our Pearson Assessment for Learning Suite (PALS) is a comprehensive portfolio of K-12 school assessment solutions including formative and interim academic assessments, academic and social/emotional wellness screeners, and MTSS solutions. Our Partner Success team supports the healthy and successful implementation of this full suite of products across the country! About the Role As a Success Partner, you will support a regionally assigned portfolio of midsize school district accounts. You will own the implementation experience for your accounts "end to end" across all PALS products. **Your core charge is to grow Pearson's School Assessment customers into true partners.** We believe we achieve that by adopting and honoring these three pillars: 1. Maximize the value of the product 2. Cultivate ease in the partnership 3. Nurture joyful loyalty to the Pearson brand Importantly, you will be joining a new Success team that is still founding. If you are looking for a mature, well-established Success org, this will not be the right fit for you. The right candidates will enjoy contributing to building something new, and will bring ideas, experience, and expertise that can be drawn on to inform and shape our systems and practices. Key Responsibilities Implementation Strategy + Develop a tailored implementation strategy for each partner that integrates our "gold-standard" implementation milestones for each product with the account's unique instructional, assessment, and technology priorities and ecosystem. + Develop clear goals for the account's implementation, and build shared investment in a healthy successful implementation, so that everyone knows what "success" looks like and you can guide the account through the year accordingly. Onboarding + Guide partners through roster data integrations, platform configurations, and compliance requirements for all products, so everything is set up just right! + Facilitate all onboarding activities prior to "go live" skillfully, communicating clearly and proactively with the account and cross-functionally inside of Pearson, enabling rapid completion of key adoption milestones. Nurture + Leverage data systems and communication cadences to proactively monitor the health of your accounts, drive product adoption and value, reduce churn, and build brand loyalty. + Engage accounts who are at risk or disengaged in recovery strategies to foster partnership, drive adoption, and improve overall account health. + Travel up to 4 nights per month for onsite activity supporting key implementation milestones or conference attendance alongside your accounts. Collaboration for Account Success + Partner closely with cross-functional teams within Pearson School Assessment, including Product, Technology, Marketing, Sales, Professional Development, and Support to ensure a seamless customer journey. + Value cross-functional collaboration and actively contribute to multi-directional feedback loops that strengthen our business and the customer experience. Insights & Innovation + Skillfully connect product usage and impact data into actionable insights with a meaningful story for partners, grounded in their implementation goals and strategy. + Operate with a focus on systems and scalability that optimize the customer experience, business efficiency, and industry leadership. Success Partner Competencies and Leveling We understand that competencies are broader than mere knowledge or skills - they reflect how someone applies what they know (knowledge) and what they can do (skills) in real-world situations. Our team had adopted a framework of seven competencies, with five performance levels, to evaluate our performance, identify priority areas for improvement, and drive coaching. Our Partner Success competencies are: 1. **Product & Industry Expertise** 1. Deep knowledge of PALS products, technical requirements, and industry trends. 2. **World-Class Partnership & Relationship Management** 1. Build trust-based, enduring partnerships and multi-stakeholder relationships. 3. **Communication & Influence** 1. Deliver clear, compelling, collaborative communications and advocate for partners internally and externally. 4. **Strategic & Systematic Thinking** 1. Design scalable processes, anticipate challenges, and apply data literacy to support decision-making. 5. **Accountability & Results Orientation** 1. Deliver reliably, prioritize effectively, and proactively manage risks. 6. **Adaptability & Growth Mindset** 1. Adjust to shifting contexts, integrate feedback, and demonstrate a resilient perspective in ambiguity. 7. **Insights, Innovation & Business Acumen** 1. Translate data into insights, lead ROI conversations, and drive innovation. The performance levels for our competencies are: Beginning> Learning> Practicing> Mastering> Leading. Our Success Partners are expected to build toward Mastering on all competencies but may have a few competencies at the Practicing level. Who We're Looking For Must Haves + Experience as a K-12 educator in US public schools. + Demonstrated use of formative, interim, or screener/MTSS assessment data to impact student outcomes at the classroom, school, or district level. + Commitment to getting it right, not being right; low ego, high agency. + Appreciation for the full customer journey and cross-team collaboration. + Strong personal organization and time management skills. + Exceptional warmth and relationship-building skills. + Ability to communicate with customers in a world-class manner that nurtures value, joy, and loyalty, while protecting Pearson's business interests. + Meticulous attention to detail in technical and configuration tasks. + **Willingness to travel as needed (up to 4 nights/month expected).** Preferred + Experience in EdTech and/or Customer Success. + Familiarity with Salesforce, Microsoft O365 Suite, Smartsheet, + Existing knowledge around One Roster data specs, authentication and identity management providers, and other roster data integration technologies. + Understanding of assessment measurement models. + **Location in or near key Pearson hubs (Denver, Austin, Cedar Rapids, etc.) is a plus.** What You Can Expect From Us + Strong coaching relationship with your manager and robust support for development. + Opportunities to contribute and lead as our team matures. + A culture prioritizing operational excellence, impact, and fun. + **Remote-first flexibility, with access to Pearson office spaces as desired.** + Deep respect for inclusion, representation, and belonging. + Competitive compensation and benefits, including medical, dental, vision, 401K, stock options, parental leave, education reimbursement, wellness resources, and more. **Who we are:** At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson. Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing ******************************************. **Job:** Customer Success **Job Family:** GO\_TO\_MARKET **Organization:** Assessment & Qualifications **Schedule:** FULL\_TIME **Workplace Type:** Remote **Req ID:** 22065 \#location
    $66k-92k yearly est. 7d ago
  • Manager of Client Service, Property & Casualty

    Hausmann Industries 3.9company rating

    Customer success manager job in Madison, WI

    Requirements You represent Hausmann and undoubtedly live by our core values. Meaning you are a kind and empathetic colleague that values a welcoming office environment for all, and you promote a culture of continuous improvement and innovation throughout the agency. You have, or are willing to obtain, a valid Wisconsin Property & Casualty license. 3+ years of experience in the commercial insurance industry. 2+ years of experience leading a team. Demonstrated experience coaching teams, managing workflows and driving daily operational execution. Experience with Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams). Applied Epic experience preferred. Physical Requirements: Able to work in a stationary position 90% of the time. Constantly able to operate a computer and other office productivity machinery 90% of the time. Constantly able to observe details, including letters, numbers and colors, at close range. Able to move or transport objects weighing up to 10lbs. Frequency and duration will vary. Working Conditions: Position will be headquartered in the Madison, Wisconsin office. A valid driver's license and reliable transportation are required. Occasional travel between offices. Hausmann Group offers a flexible hybrid working environment. Hausmann Group is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all associates and applicants. We provide reasonable accommodations to qualified individuals with disabilities to ensure they can perform essential job functions. If you require an accommodation due to a disability, please contact Human Resources. Don't meet every single requirement? At HG we are dedicated to building a diverse, inclusive and authentic workplace. If you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
    $58k-80k yearly est. 60d+ ago
  • Enterprise Customer Account Manager

    UKG 4.6company rating

    Customer success manager job in Madison, WI

    **Why UKG:** At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do. We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters-and so do you. **About the Team:** Our Services and Distribution Enterprise team is a dynamic group of talented, collaborative professionals who work closely to align customers' goals with our broad set of products. We pride ourselves on fostering a supportive and innovative environment where every team member is encouraged to contribute their unique skills and expertise. Together, we strive to exceed customer expectations and drive significant business growth. **About the Role:** The Enterprise Customer Account Manager will be focused on selling into Enterprise Services and Distribution named accounts in an assigned geographic territory. This position requires an individual who can successfully build and grow existing customer relationships selling our full suite of products. A successful candidate will need to use consultative selling skills to clearly understand customer/prospect business requirements and recommend the best UKG software solution to meet their business objectives. **Key Responsibilities:** + Strengthen and expand customer relationships through regular and frequent face-to-face interactions designed to drive sales growth. + Attend industry events, trade shows, and conferences relevant to your customer base. + Proactively develop, utilize, and maintain a deep understanding of the customer's industry. + Advise, consult, and support customers on best and next practices in the utilization and expansion of services. + Develop and maintain a "greenspace" heatmap and run strategic sales campaigns to drive pipeline and bookings in assigned accounts. + Collaborate with internal stakeholders to develop and maintain Annual Account Plans and Relationship Maps for each assigned account. + Build strong executive relationships (CHRO, CIO, CFO, COO, etc.) across the account. + Leverage your sales management team, UKG executive sponsors, and in-person meetings to strengthen these relationships. + Conduct at least two in-person business reviews with the customer annually, covering adoption, support, and roadmap discussions. + Share new product offers and innovations during business reviews to drive sales. + Monitor account health, identify risks, and collaborate on Save Plans with appropriate teams. + Maintain accuracy of account contacts and sentiment in SFDC, including a rolling four-quarter pipeline. **Basic Qualifications:** + At least 8 years of experience driving full cycle sales management process + Proven experience with a mix of transactional and strategic deals, ranging from 9-12 month sales cycles. + Demonstrated ability to consistently exceed a $1 million+ quota year over year, maintaining a pipeline three times the quota. + Experience selling SaaS solutions, preferably in HCM, WFM, Payroll, or ERP **Preferred Qualifications:** + Proven track record of building and growing customer relationships in an Enterprise territory. + Experience building strong executive relationships (CHRO, CIO, CFO, COO, etc.) across the account. + Strong consultative selling skills with the ability to understand customer/prospect business requirements. + Excellent communication and presentation skills. + Ability to work collaboratively with internal stakeholders and leverage executive relationships. + Experience with Sandler, Challenger, Powerbase Selling methodology or similar Sales methodology + Superior negotiation, written and verbal communication skills + Up to 50% travel **Equal Opportunity Employer: ** UKG is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws. View The EEO Know Your Rights poster (************************************************************************************************** and its **supplement** . UKG participates in E-Verify. View the E-Verify posters here (******************************************************************************************** . It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. **Disability Accommodation in the Application and Interview Process:** For individuals with disabilities that need additional assistance at any point in the application and interview process, please email ****************** . **Pay Transparency:** The base salary range for this position is $170,000 annually; however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for commissions and restricted stock unit awards as part of total compensation. Information about UKG's comprehensive benefits can be reviewed on our careers site at *************************** It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.
    $48k-74k yearly est. 40d ago
  • Strategic Account Manager, DoD

    Ralliant

    Customer success manager job in Madison, WI

    Remote **The Strategic Account Manager (SAM) serves as the trusted, primary interface with key customers, including U.S. Department of Defense agencies, prime contractors, and other strategic accounts. The SAM builds deep, long-term relationships and ensures customer needs are translated into executable internal commitments that drive satisfaction and growth.** **This role is critical to improving customer intimacy, eliminating fractured customer interactions, and creating a unified, customer-focused engagement model. The SAM anticipates customer needs, captures demand signals, influences requirements, and ensures the organization delivers on its commitments.** Role is remote with travel required to customer locations as needed. **Key Accountabilities** + Capture demand signals and forecasts to inform pipeline and resource planning. + Shape requirements and influence specifications during early engagement. + Lead customer Q&A, pricing discussions, and proposal clarifications in partnership with Proposal and Pricing teams. + Serve as primary escalation point of contact for assigned accounts. + Partner with Program Managers to balance customer commitments with delivery feasibility. + Act as the "voice of the customer" across the organization, advocating for needs while balancing business interests. + Track, report, and continuously improve account performance, including revenue, profitability, customer satisfaction, and contract execution. **Core Competencies & Skills** + Relationship and trust building in defense environments. + Customer advocacy and negotiation skills. + Strategic account planning and growth mindset. + Commercial and technical fluency to bridge customer and internal teams. + Risk awareness and anticipation of customer or delivery challenges. **Critical Behaviors** + Prioritizes customer intimacy while protecting company interests. + Anticipates and surfaces customer needs/issues before they escalate. + Partners cross-functionally with Program Management, Operations, Engineering, and Contracts. + Communicates clearly and transparently with both customers and internal stakeholders. + Operates with integrity and ensures compliance with FAR/DFARS, ITAR, and all applicable government contracting requirements. **Success Measures** + Forecast accuracy within ±10% of assigned customers. + ≥90% customer satisfaction score in account-specific surveys. + Zero "surprise escalations" not pre-flagged to leadership. + Growth in share of wallet or follow-on awards within 2 years. + On-time delivery (OTD) performance for assigned accounts. **Qualifications** **Must-Have** + Bachelor's degree in business, engineering, or related field. + 8+ years of proven experience in account management, business development, or related role within the defense or aerospace industry. + Demonstrated success managing relationships with U.S. Department of Defense agencies and/or prime contractors. + Strong understanding of the U.S. defense acquisition process, contracting vehicles, and regulatory requirements (FAR/DFARS, ITAR). + Exceptional interpersonal and communication skills, with the ability to build trust and influence across multiple levels. **Preferred** + Master's degree in business, engineering, or related field. + Experience with complex capture strategies, early requirement shaping, and multi-year account planning. + Familiarity with CRM systems and pipeline forecasting tools. + Track record of delivering account growth (expansions, follow-on awards, or increased share of wallet). **Compliance & Culture** + Ensure all customer engagements and transactions comply with applicable regulations, including ITAR, FAR/DFARS, and other U.S. government contracting requirements. + Maintain the highest standards of ethical conduct and integrity in all dealings with customers and partners. + Actively model and reinforce Ralliant/PacSci EMC cultural attributes: _We Win as One Team, We Unlock Growth, We Deliver with Discipline, and We Learn by Doing._ \#LI-RG1 **Ralliant Corporation Overview** Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world. **About PacSci EMC** Pacific Scientific Energetic Materials Company (PacSci EMC), a Ralliant Corporation (NYSE: RAL) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC's experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to ******************** EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., "All employees of all entities that make up the Contractor's team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S." Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It's how we achieve more together - for each other, for our customers, and for the world. ******************************************** We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **Bonus or Equity** This position is also eligible for bonus as part of the total compensation package. **Pay Range** The salary range for this position (in local currency) is 126,700.00 - 235,300.00 **Is this role subject to ITAR?** The essential duties of this position require adherence to U.S. Government export control regulations. Accordingly, candidates must either be U.S. Persons (i.e., U.S. citizens, U.S. lawful permanent residents, or protected individuals as defined by 8 U.S.C. 1324b(a)(3)) or be prepared to collaborate with the company in securing the necessary U.S. government export authorizations. While the company encourages all interested applicants to apply, please be aware that ongoing employment is dependent upon obtaining the appropriate government export authorizations.
    $56k-109k yearly est. 60d+ ago
  • Client Success Manager

    Evans Transportation Services, Inc. 4.2company rating

    Customer success manager job in Delafield, WI

    Job DescriptionDescription: Vice President of Strategic Client Engagement has no supervisory responsibilities Department: Client Solutions FLSA/Pay Status: Exempt - Salary Full-time Updated: January 2026 JOB SUMMARY Under the direction of the Vice President of Strategic Client Engagement, the Client Success Manager will support the Key Account Managers with ongoing client support. In addition to the support role, the Client Success Manager will be financially responsible for the clients in their portfolio and will serve as the single point of accountability. They will assist in selling creative solutions, help onboard key accounts, and determine creative ways to continuously improve and retain their accounts. This will be achieved by supporting the client's supply chain needs through relationship building, problem-solving, thought leadership, and internal and external collaboration. ESSENTIAL FUNCTIONS · Supports KAM team with Business Review data, PowerPoint builds, Reporting, Data mining, Data entry, Power BI creation, Claims management, etc. · Works hand in hand with Key Account Managers on client-specific projects to meet client timelines, improve cost, and drive value. · Support Sales on ad hoc requests to support existing or new clients. · Serves as the primary point of contact for select customers within the portfolio, delivering a positive customer experience through proactive professional communication and timely responses. · Successfully build trust with existing/new clients to allow sales to exit the ongoing support process. · Grow or maintain key accounts by maintaining relationships at multiple locations and multiple levels within your client portfolio. · Determine business review needs of each account and execute those reviews. · Use technology and market data to gain customer insight and understand positive and negative trends with volume and profitability. · Uncover new opportunities for growth (volume/profitability) and retain or grow the business by presenting strategic solutions. · Works with and influences the account management team to execute the account strategy and achieve desired results. · Execute various reports showing profitability, volume trends, and service performance to gain knowledge and determine the need for adjustments to create efficiencies and drive continuous improvement. · Interprets and uses internal/external data, market intelligence (indexes, research, etc.), and customer information (articles, press, etc.) to provide customers with business insights and improve customer outcomes. · Stays informed of changes within the customers' business, industry, and sector through regular customer communication and applies that knowledge to identify new opportunities. · Adheres to Evans' Five Guiding Principles and all departmental and company procedures, policies, and handbooks. · All other duties as assigned. Requirements:QUALIFICATIONS AND REQUIREMENTS · Bachelor's Degree · 3 - 5 years of related experience with a 3PL. · Additional years of education and experience may be substituted for each other, as determined by Management. · Excellent critical thinking and problem-solving skills. · Experience working in Transportation Management Software (Mercury Gate) is preferred but not required. · Advanced knowledge of truckload and less than truckload modes is preferred but not required. · Advanced abilities in Microsoft Office Suite and Power BI are preferred. · Transportation experience and working knowledge of the industry. · Elevated level of organizational skills and ability to multitask. · Ability to read, write, type, and speak English fluently is a requirement of this position. · Ability to travel 50% or more. PHYSICAL DEMANDS /WORK ENVIRONMENT While performing the duties of this job, the employee must be able to use a keyboard, calculator, and telephone. Frequent sitting, talking, hearing, and occasionally stand, lift (up to10 lbs.), and an ability to adjust vision for close vision work. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $51k-76k yearly est. 3d ago
  • Customer Engagement Manager

    Dodge Construction Network

    Customer success manager job in Madison, WI

    Dodge Construction Network (Dodge) is looking for a Customer Engagement Manager. This role is a key member of our Go-To-Market organization, focused on supporting and empowering our SMB customer base-serving primarily subcontractors, general contractors, architects and engineers. In this role, you will help customers successfully engage with and realize value from their partnership with Dodge by providing proactive outreach, practical guidance, and best-practice recommendations. By leveraging data, insights, and customer conversations, you will help improve adoption within our product suite and build long-term, successful partnerships to drive retention. This is a full-time position and reports directly to the Manager, Customer Success. **_Preferred Location_** This is a remote, home-office role and candidates can be located anywhere in the continental United States. **_Travel Requirements_** Travel is less than 10% of the time and may be occasionally required for GTM or team meetings. **_Essential Functions_** + Responsible for building and maintaining strong relationships with new and existing clients to understand their needs, provide support, uncover risk and growth opportunities and ensure customer satisfaction + Execute successful customer engagement program through customer journey with intentional outbound touchpoints using customer health indicators and other support tools + Provide training and support to clients on using products or services effectively. This could include product demonstrations, training sessions and or assistance in creating and updating their profile or saved searches + Attain all KPIs designed to improve account retention, including contact rate, churn, and renewal and retention ratios + Follow SOPs for all account interactions within standard CRM systems and other tools **_Key Metrics for Success_** + **First-Year Retention Rate:** Percentage of clients retained through their first renewal date + **Renewal Rate:** Percentage of clients renewing beyond their first year + **Engagement Metrics:** Client usage rates and engagement with key platform features during the first year **_Education Requirement_** Bachelor's degree and/or combination of equivalent work experience preferred. **_Required Experience, Knowledge and Skills_** + 2+ years of experience in sales, account management, or customer support for SaaS-based software + Proficiency in Microsoft Office (Word, Excel, PowerPoint) + Ability to quickly learn and apply SaaS products + Basic knowledge of the construction industry, or the ability to learn it quickly + Strong personal integrity and accountability for outcomes + Excellent written and verbal communication skills + Strong relationship-building and customer-focused approach + Ability to coach customers on best practices and identify pain points and solutions + Empathetic mindset with a focus on supporting small business growth and customer success **_Preferred Experience, Knowledge, and Skills_** + Experience working in a SaaS environment + Experience with CRM or order management systems + Bilingual (English/Spanish) preferred **_About Dodge Construction Network_** Dodge Construction Network exists to deliver the comprehensive data and connections the construction industry needs to build thriving communities. Our legacy is deeply rooted in empowering our customers with transformative insights, igniting their journey towards unparalleled business expansion and success. We serve decision-makers who seek reliable growth and who value relationships built on trust and quality. By combining our proprietary data with cutting-edge software, we deliver to our customers the essential intelligence needed to excel within their respective landscapes. We propel the construction industry forward by transforming data into tangible guidance, driving unparalleled advancement. Dodge is the catalyst for modern construction. **_Salary Disclosure_** _Base Salary range: $50,000-$60,000 + monthly variable_ This represents the expected salary range for this job requisition. Final offers may vary from the amount listed based on factors including geography, candidate experience and expertise, and other job-related factors. Dodge Construction Network's compensation and rewards package for full time roles includes a market competitive salary, comprehensive benefits, and, for applicable roles, uncapped commissions plans or an annual discretionary performance bonus. **_For this role, we are only considering candidates who are legally authorized to work in the United States and who do not now or in the future require sponsorship for employment visa status._** **_A background check is required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job and consistent with all federal state and local ordinances._** **_Reasonable Accommodation_** **_Dodge Construction Network is committed to recruiting, hiring, and promoting people with disabilities. If you need an accommodation or assistance completing the online application, please email_** **_***************************_** **_._** **_Equal Employment Opportunity Statement_** **_Dodge Construction Network is an Equal Opportunity Employer. We are committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. All employment decisions shall be based on merit, qualifications, and business needs without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, pregnancy, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law._** \#LI-Remote \#LI-SB1 \#DE-Remote \#DE-2026-23
    $50k-60k yearly 11d ago
  • Customer Account Manager

    Menasha 4.8company rating

    Customer success manager job in Oconomowoc, WI

    Menasha Corporation Employees, please log-in to your Workday account to apply for positions. ABOUT US (AND OUR EXCITING FUTURE) Menasha Corporation is all about possibilities. Our two businesses, Menasha Packaging and ORBIS Corporation, are leaders in their industries, providing corrugated and plastic packaging products and related services to major global companies. Our employees make the difference, proving that great ideas, collaboration and quality turn possibilities into success. Working at Menasha Corporation means that your insights provide cutting-edge solutions for our customers. If you like to make things happen and are passionate about what you do, you're going to want to be here. Join us and become part of the power behind possible. About The Opportunity Responsible for providing excellent customer service and sales support to assigned customer accounts, geographic territories, and assigned sales personnel. Works with internal and external customers to troubleshoot and expedite orders as needed. Key Duties and Responsibilities: 1. Daily communication with customers and associated sales personnel on order management topics 2. Management of customer orders from receipt of customer order to receipt of product at the customer. Activities include contract review, order entry, order edit, order maintenance, order status communication, order expedite requests, and complaint processing 3. Provide direct line and ACD line support for all incoming service-related phone calls 4. Demonstrate an understanding of ORBIS products and product application 5. Support the execution and continuous improvement of the quality policy 6. Resolve any issues that arise, including identifying root cause, determining options, and negotiating with the plant and customer 7. Navigate between multiple systems, including SAP, SharePoint, Salesforce, and Teams 8. Support sales personnel with quoting, purchase order changes, and customer inquiries as needed 9. Support team as back-up coverage 10. Other duties as assigned Performance Measures and Outcomes 1. ORBIS and functional Strategic Objectives Education/Certification Level Required High School Diploma Level Desired Bachelor's Degree Description Relevant work experience may be considered in lieu of education requirement. Work Experience Required 3-5 years Customer Support experience Desired 5-10 years of similar customer support experience within an ISO Certified manufacturing environment. Prior ERP System experience Additional Knowledge, Skills, and Abilities 1. Strong communication (verbal and written) skills and collaboration in a team environment 2. Ability to multi-task in a high paced environment, while maintaining attention to detail 3. Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty 4. Knowledge of the major responsibilities, accountabilities, and organization of the customer support function or department 5. Familiarity with organization's policies, standards, and procedures guiding customer interactions, while using strong problem-solving skills 6. Knowledge of practices, tools, and techniques for communicating with a customer 7. Knowledge of and ability to apply the processes, activities, and tools needed to ensure strong customer satisfaction 8. Ability to lead by example Travel Requirements Minimal required. #ORBIS Two companies, one vision. Menasha Corporation consists of two companies that are leading the way to a sustainable future with packaging and supply chain solutions. Founded in 1849 and headquartered in Neenah, Wisconsin, we employ over 7,500 employees in 112 facilities in North America and Europe. Our companies are leading corrugated and plastic packaging manufacturers and supply chain solution providers. Our Menasha Packaging Company is the largest independent provider of packaging and supply chain service solutions in North America, designing, printing, and fulfilling graphic packaging, display and merchandising solutions for over 1,800 brands, both in-store and online. Our ORBIS business believes there is a better way to optimize today's supply chains, with reusable packaging products and services. Reusable containers, pallets, dunnage, bulk systems and metal racks improve the flow product all along the supply chain to reduce costs, enhance profitability and add sustainability. Our products and services are used by global, name-brand companies in the food, beverage, health and beauty, over-the-counter pharmaceutical, industrial, automotive, and electronics industries. Come build an exciting, rewarding career with us, where you'll have opportunities to grow. The possibilities are endless. The power is yours! Menasha Corporation and its subsidiaries and affiliates are equal opportunity employers. All qualified applicants will be provided with equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability status, or genetic information.
    $34k-53k yearly est. Auto-Apply 8d ago
  • Senior Customer Performance & Accountability Manager

    Smithrx

    Customer success manager job in Madison, WI

    Job Description Who We Are: SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country. We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values: Integrity: Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new. Courage: We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward-always. Together: The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise. Job Summary: SmithRx is seeking a Sr. Manager, Customer Performance & Accountability to join our growing team. In this strategic leadership role, you'll collaborate directly with senior executives and our key clients to ensure that SmithRx is achieving our objective of providing the lowest possible drug costs. This individual will be responsible for architecting and executing SmithRx's strategy for evaluating customer performance and performance relative to contract guarantees (as a modern PBM - we refer to this as "performance accountability"). This will entail collaborating with our Data Analytics, Account Management, Proposals, Sales, Clinical Strategy, and Legal teams to synthesize commercial pharmacy data and contractual obligations to tell the story of SmithRx's performance. The ideal candidate will have a strong background in analytics and program/contracting assessment, and possess a balance in connecting between analytical detail, conceptual frameworks, and communication of results. What you will do: Performance Assessment Lead initiative, in collaboration with the Account Management team to ensure that SmithRx performance analysis is completed and value is communicated to clients on an ongoing basis so that our customers are aware of our value. Build a "performance assessment playbook" to ensure SmithRx is ahead of all contract performance accountability processes with clients and partners, and clients are satisfied with our outcomes. Work with the Data Analytics team to deeply understand our performance for clients, and build reports to maximally automate the process of performance accountability. Actively participate in deal assessment for ongoing retention activity Build for the Future Work closely with Sales and Proposals teams to craft offers to pharmacy consultants, brokers, and clients which properly reflect SmithRx's value. Collaborate with the Legal team to ensure that our client agreements appropriately reflect our performance accountability strategy. Work with SmithRx senior leadership to innovate and evolve performance accountability models for SmithRx, and the PBM industry as a whole. Engage pharmacy consultants and brokers to educate the market about SmithRx's performance accountability strategy and why it optimizes client outcomes. Various other ad hoc strategic projects aimed supporting SmithRx growth initiatives What you will bring to SmithRx: 8+ years of experience in analytical, financial, or strategy roles, including 3+ years experience in healthcare and/or pharmacy industry related roles. Prior experience in finance, consulting, or startup experience, is a strong plus. Pharmacy consulting experience is a plus. Bachelor's degree or equivalent experience, advanced degree or MBA preferred. Excel at both written and oral communication, adeptly presenting SmithRx value proposition and philosophy on performance accountability to audiences including internal leaders, brokers, pharmacy consultants, and employers. What SmithRx Offers You: Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance Flexible Spending Benefits 401(k) Retirement Savings Program Short-term and long-term disability Discretionary Paid Time Off Paid Company Holidays Wellness Benefits Commuter Benefits Paid Parental Leave benefits Employee Assistance Program (EAP) Well-stocked kitchen in office locations Professional development and training opportunities
    $37k-60k yearly est. 21d ago
  • Premier Mortgage Client Servicing Escalation Manager

    City National Bank 4.9company rating

    Customer success manager job in Madison, WI

    WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs to encompass all mortgage servicing activities. This person is responsible for the day-to-day interaction with customers of the U.S. Wealth, Entertainment, and all other internal lines of business for premier wealth clients for issues our sub-servicer. They are the primary contact person providing proactive emails and calls will offer expert mortgage and servicing heloc expertise to provide consultative support to resolve operational questions, confusion, or issues that may from time to time arise within end-to-end servicing. Advises clients of the most effective combinations of products and services for their individual situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs. As the operational expert for the client, the Account Officer/Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients. WHAT WILL YOU DO? * Coordinates the implementation of the service and operational functions necessary to ensure proper servicing of clients and the timely/accurate execution of any mortgage or HELOC servicing activities, issues, or inquiries * Acts as a liaison and owner of every escalation or issue between the advisors, their clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities. * Identify, track, and route new business inquiries or cross-selling opportunities to sales or the deposits team * Drive new project rollouts, regulatory change control, process updates, and ideas calls and research meetings to stay current on all Mortgage activities with champions from LOBs and RBC wealth, their advisors, and bankers with deck and training documentation prepation. * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example * Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Be on call if we a weekend escalated matter requires acknowledgement or support outside of operating business hours and be willing to work overtime as needed * Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance * Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests * Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes. * Performs other necessary duties and participates in Firm projects assigned. * Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment * Strong organizational skills including strong verbal and written skill set for complaint responses with concise summaries * Prepare executive level decks, reporting, overviews, and materials weekly/monthly/quarterly * Flexible and willing to perform other tasks as assigned * Meet the volume, SLA, and quality metrics including scorecard tracking and contact center metrics including average speed to answer, abandonment rate, and all other inbound outbound calling expectations * Ability adapt to changing scalable environment and willing to take on new initiatives and strategies * Travel as needed * Prepare weekly executive decks, monthly roll-up, and quarterly presentations to the executive leadership team as a required discipline. * Able to handle any adhoc service requests through solution or partner with another line for a warm hand-off * Be tied to productivity tracking, IVR, SLA, and quality metrics and ensure positive surveys are obtained. * Track through reporting or trackers all complaints needed for trending and follow through with remediation action steps or issues that may need to be raised * Take full ownership of any itemwhile having the ability to work with urgency and work through high stress levels from clients and high stress situations that need resolution * Maintain excellent working relationships with both internal and external partners * Adhere to any other requirements requested of the role not listed WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 10 years of mortgage or banking experience * 10 years of mortgage servicing experience in a senior capacity * 5 years of Call center experience or of experience handling complaints, escalations, requests verbally with a client * 5 years' experience preparing executive level presentations and reporting * 5 years of experience working with high-net worth clients * Excellent leadership and written and verbal communication skills * Proficiency with excel, word, power point and Adobe *Additional Qualifications* * Experience with Black Knight Mortgage Servicing Package systems and products highly preferred * Strong organizational, research, analytical and problem solving skills * Working knowledge of mortgage servicing financial performance, metrics, Mortgage Servicing Rights valuations and forecasting * Good verbal and written communication skills * High attention to detail * A problem solver and critical thinker * Ability to handle multiple projects at the same time while prioritizing client escalations * Client obsessed self-starter with a friendly positive personality that can be firm when needed *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $37.97 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $38-60.6 hourly 13d ago

Learn more about customer success manager jobs

How much does a customer success manager earn in Madison, WI?

The average customer success manager in Madison, WI earns between $57,000 and $131,000 annually. This compares to the national average customer success manager range of $61,000 to $142,000.

Average customer success manager salary in Madison, WI

$87,000

What are the biggest employers of Customer Success Managers in Madison, WI?

The biggest employers of Customer Success Managers in Madison, WI are:
  1. Cleo
  2. Wolters Kluwer
  3. (isc)²
  4. Coinbase
  5. Pearson
  6. iCIMS
  7. NTT Europe Ltd
  8. RELX
  9. Exact Sciences
  10. Humana
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