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Head of Customer Success
Method Financial
Customer success manager job in New York, NY
Meet Method
We built Method to propel the next decade of consumer finance. Method's APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous.
We are built on the tenets of consumer permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 45+ million users connect 350+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans.
We have partnered with some of the world's largest fintech companies - including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences.
We're a team of 50+ people spread across offices in Austin, SF, New York City and Washington D.C! We're excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog!
The impact
As Method's Head of CustomerSuccess, you'll architect and execute the post-sales engine that drives Method's growth. Reporting directly to the CEO, you'll build world-class customer relationships while establishing the systems, processes, and teams that transform our high-growth fintech product into a predictable, scalable revenue driver.
You'll own the entire customer lifecycle, from signed contracts through onboarding, steady-state operations, renewal, and expansion. This isn't just a relationship role; it's an operational leadership position where your success is measured by Time-to-Value (TTV), Net Revenue Retention (NRR), and the efficiency of the CS organization you build.
Your influence extends far beyond traditional customersuccess. You'll shape product development by translating customer insights into actionable roadmap priorities, inform go-to-market strategy, and bridge the gap between customer needs and engineering execution.
This is a rare opportunity to define customersuccess at a company poised for significant growth- building both the high-touch relationships and the scalable infrastructure that will carry us through our next phase of evolution!
What you'll do
Build the CS Operating System - Design and manage the day-to-day operating cadence. Establish clear reporting structures for team OKRs, health scores, and cross-functional KPIs that provide transparent visibility into our book of business.
Lead and scale the team - Build, mentor, and empower a high-performing customersuccess organization. Create the conditions for your team to thrive while moving from "manual heroics" toward repeatable, scalable workflows.
Accelerate Time-to-Value - Own and relentlessly optimize the onboarding and implementation lifecycle. Remove bottlenecks to ensure customers realize ROI as quickly as possible and experience seamless success from day one.
Become a trusted advisor - Develop deep expertise in customers' businesses, challenges, and objectives. Position Method as an essential strategic partner in their success.
Define and enforce service standards - Establish clear SLAs for support and implementation. Build internal accountability loops that ensure consistent delivery of high-quality service.
Champion customer insights - Serve as the voice of the customer internally. Quantify feedback and market signals, translating them into prioritized product and strategy recommendations that keep Method ahead of the curve.
Who you are
Seasoned leader with 10+ years in client-facing roles, including experience leading customersuccess strategies, managing fintech partnerships, working with API products, and building high-performing teams.
Data-obsessed and systems thinker. You use data to support volume and SLA performance. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy.
Commercially savvy - You understand CS as a profit center and are comfortable discussing NRR, churn cohorts, expansion pipelines, and the strategic priorities that fuel customersuccess.
Self-starter and owner - Proactive, decisive, and naturally inclined to take initiative. You can manage complex situations by quickly mobilizing resources across the company.
Proven track record in consulting, pre-sales, technical customersuccess, or similar roles demonstrating measurable operational and commercial impact.
Naturally curious about emerging technologies and fintech trends, staying ahead of industry evolution.
Exceptional collaborator who builds strong relationships across diverse teams and organizations.
Extra awesome
Experience in finance or fintech industries.
Track record in early-stage or startup environments.
Familiarity with Linear, Retool, and modern CS tech stacks.
--
The annual US base salary range for this role is: $200,000 - $250,000.
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$73k-116k yearly est. 2d ago
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Senior Customer Success Manager
Connecticut Innovations 3.9
Customer success manager job in New York, NY
Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech.
Come join Curacity: Hotel marketing software that turns media into revenue!!
Position: Senior CustomerSuccessManager
Reports to: VP of CustomerSuccess | Grace (. | LinkedIn
Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday)
About Curacity
Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT.
Position Overview
We're seeking a Senior CustomerSuccessManager who thrives at the intersection of marketing strategy and performance analytics. You'll partner with marketers and business leaders at companies ranging from independents to major brands, helping them leverage premium media content from outlets like
Travel + Leisure
,
Food & Wine
, and
AFAR
to drive measurable demand, bookings, and revenue.
This role requires someone who understands B2B customersuccess at scale. You'll need to be equally comfortable discussing marketing strategy with executives and troubleshooting technical integrations with operations teams. You'll work with sophisticated customers who demand proof, not buzzwords-and you'll need analytical thinking, industry knowledge, and the ability to diagnose complex problems without obvious answers.
What You'll Do
Own strategic relationships for a portfolio of high-value accounts, developing deep understanding of each customer's business model, competitive positioning, and growth objectives
Analyze multi-layered performance data like engagement metrics, attribution, and market trends to identify optimization opportunities and deliver actionable recommendations
Lead quarterly business reviews that connect platform performance to broader business objectives, using data to tell compelling stories about impact
Partner with internal teams (Product, Operations, & Partnerships) to advocate for customer needs, refine strategies, and ensure seamless technical implementations
Design and execute testing strategies to continuously improve campaign performance across channels, content types, and audience segments
Identify expansion opportunities based on demonstrated ROI and build champions within customer organizations
Proactively monitor account health and intervene before issues escalate - investigating data discrepancies, diagnosing performance drops, anticipating seasonal challenges
What We're Looking For
5+ years in CustomerSuccess, Account Management, or consulting with enterprise/mid-market accounts
Bachelor's degree from an accredited university or college required, with a focus/concentration of hospitality, business, and/or marketing strongly preferred
Business fluent: You understand your customers' business models, competitive dynamics, and economic drivers; can discuss marketing performance and ROI intelligently
Analytically sharp: Comfortable with performance data, attribution models, and spotting patterns without drowning in spreadsheets.
Strategic communicator: Seamlessly shift between casual troubleshooting and executive presentations; explain technical concepts without jargon
Intellectually curious: Approach ambiguous problems as puzzles to solve; energized by complexity; have strong opinions loosely held
Customer-centric operator: Balance empathy with accountability; build trust through reliability and actually knowing customers' business; view criticism as valuable data
Hospitality, marketing technology, or media experience strongly preferred
Why Curacity?
You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge ad tech. We offer competitive compensation, comprehensive benefits, and the opportunity to shape the future of hospitality marketing.
What We Offer
Curacity offers a competitive package which includes base salary, equity, and comprehensive benefits, including:
Equity: Stock options are offered to all full-time employees
Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution
Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees)
Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year
PTO: 15 personal days, in addition to 10+ public holiday closure dates
Wellness: $100 monthly stipend for health and wellness related activities
Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members
Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap
Exact compensation for this role is determined based on a number of factors including experience, skill level, and qualifications which are assessed during the interview process. Additional details about total compensation and benefits will be provided by our team during the hiring process. In addition to the salary range listed, this role is eligible for commission-based compensation.
Equal Opportunity
Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.
We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.
$74k-114k yearly est. 2d ago
Customer Success Program Manager (27318)
Supermicro 4.7
Customer success manager job in New York, NY
Supermicro is a Top Tier provider of advanced server, storage, and networking solutions for Data Center, Cloud Computing, Enterprise IT, Hadoop/ Big Data, Hyperscale, HPC and IoT/Embedded customers worldwide. We are the #5 fastest growing company among the Silicon Valley Top 50 technology firms. Our unprecedented global expansion has provided us with the opportunity to offer a large number of new positions to the technology community. We seek talented, passionate, and committed engineers, technologists, and business leaders to join us.
Why This Role Matters:
We are seeking a dynamic and results-driven CustomerSuccessManager to join our team. In this critical role, you will develop and implement innovative account strategies to drive customer satisfaction, foster long-term relationships, and ensure optimal quality, pricing, and delivery performance. You will be a pivotal player in creating exceptional customer experiences while driving business growth and efficiency.
What You'll Do:
Strategic Account Management: Set and achieve goals for specific accounts, aligning with segment objectives to deliver measurable outcomes.
Pricing and Negotiation: Develop pricing strategies that meet business targets and manage commercial negotiations, including labor cost recovery.
Customer Advocacy: Act as the voice of the customer, managing escalations and building strong relationships at executive decision-making levels.
Cross-Functional Coordination: Collaborate with multiple sites and teams to exceed customer expectations and ensure seamless execution.
Growth and Innovation: Own pre-sales, after-sales, and customer satisfaction initiatives, while driving growth through next-generation solutions.
KPI Accountability: Deliver on customer satisfaction metrics and maintain top-tier KPI scores across all locations.
Program Execution: Ensure client programs are executed flawlessly, hitting all contractual and performance benchmarks.
Risk Management: Proactively identify and mitigate risks, keeping stakeholders informed.
What You'll Bring:
Education: Bachelor's degree or equivalent experience in a related field.
Experience: 5-8 years of sales or account management experience, preferably in IT or Data Center services.
Industry Knowledge: Familiarity with hardware IT industrial customer bases and a deep understanding of data center operations.
Skillset: Proven ability to manage complex processes, build strong customer relationships, and drive cross-functional initiatives.
Strategic Mindset: Expertise in operational, technical, and process optimization, coupled with an understanding of the broader business impact.
Communication: Exceptional interpersonal and negotiation skills, with the ability to influence stakeholders at all levels.
What We Offer:
$110,000 - $133,000
Competitive Salary: $110,000 - $133,000, with compensation tailored to experience, skills, and location.
Comprehensive Benefits: Inclusive of health, dental, vision, and retirement plans.
Growth Opportunities: Access to bonus and equity programs, along with professional development initiatives.
Dynamic Environment: Be part of a fast-growing, innovative company with a global presence.
Join Us:
At Supermicro, you will work alongside some of the brightest minds in the industry, driving technological advancements and shaping the future of IT solutions. Our inclusive and collaborative culture values diversity, innovation, and a commitment to excellence. Join us and make an impact that matters.
EEO Statement
Supermicro is an Equal Opportunity Employer and embraces diversity in our employee population. It is the policy of Supermicro to provide equal opportunity to all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or special disabled veteran, marital status, pregnancy, genetic information, or any other legally protected status.
$110k-133k yearly 2d ago
Customer Success Manager
RSM Facility Solutions
Customer success manager job in Paramus, NJ
The CustomerSuccessManager is responsible for growing and adding a book of businesses by developing and nurturing the relationship between the Company's existing and new clients. This position will be a subject matter expert on the client organization and client structure. This position requires organizational skills, attention to detail, and impactful interpersonal skills both within and outside the organization. Ideally candidates are located near our NJ or NY offices but we are also open to facilities professionals located in other geographies.
This position offers a competitive base salary and significant bonuses that result from successful account growth and inside sales.
Job Responsibilities:
• Negotiate contracts and close agreements to maximize profit.
• Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsors with assigned clients.
• Take ownership of the designated client accounts, managing a ‘book of business' through their SLAs (Service Level Agreements), RFIs (Request for Information), and RFPs (Request for Proposals) processes and requirements.
• Understand, interpret, and accommodate varied KPIs (Key Performance Indicators) as dictated by the designated clients.
• Consistently review designated existing client accounts, identifying opportunities for new business ventures and upselling services to better serve their needs and exceed sales quotas.
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
• Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
• Forecast and track key account metrics (e.g., quarterly sales results and annual forecasts) and prepare reports on account status.
• Other duties as required or assigned.
• Assist with high-severity requests or issue escalations as needed.
Proficiencies:
• Strong organizational skills
• Attention to detail
• Possess friendly and positive disposition
• Adaptable and able to work in a fast-paced environment.
• Ability to manage multiple projects at a time
• Display effective communication skills
• Negotiation skills
Requirements
Supervisory Requirements:
This position does not have direct-report supervisory responsibility but does serve as a coach and mentor within the Account team as well as for other positions within the company.
Education/Experience:
• College Diploma with three years' experience in project management, time management, and people management or any equivalent combination of training and experience that provides the required knowledge, skills, and abilities to qualify.
• Customer service experience, preferably in a retail, restaurant, or related environment.
• Facilities management experience and familiarity with construction trade & processes, preferably in a retail or restaurant environment
• To perform this job successfully, an individual should have basic skills in a work management system, proficiency in MS Office skills, and the willingness to expand their knowledge.
Work Environment/Physical & Visual Demands:
• This is a full-time position with 40 hours of work or more per week. Days and hours are typically within standard business hours, Monday through Friday from 8:30 a.m. to 5:00 p.m. EST. Though this is not an after-hours “on-call” position, availability to answer phone calls after normal business hours and on weekends is required as job duties demand.
• This position requires extensive contact with people and local travel up to 10% may be required, based on the needs of the business.
• Physical Demands: Speaking, Listening, Writing, Sitting, Keystroke, Crouching, Kneeling, Reaching, Standing, Walking, Pushing, Pulling, Finger movement, Squatting, Grasping, Repetitive Motion, and Sedentary/ Light work, Climbing, requiring lifting up to 20lbs or up to 50lbs with assistance.
• Visual Demands: Visual acuity to perform activities such as viewing a computer terminal and reading.
• Environment Conditions: This position is subject to sufficient noise with an indoor environmental condition; protected from weather conditions, but not necessarily from temperature changes
$86k-135k yearly est. 4d ago
Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Customer success manager job in Newark, NJ
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
$48k-56k yearly est. 13d ago
Customer Success Manager
North 4.0
Customer success manager job in New York, NY
🚫 Please Note:
We are not accepting outreach from external recruiters or agencies for this role.
CustomerSuccess
Experience: 3-5 years in CustomerSuccess, Operations, or Technical Account Management
About North
The public cloud is rapidly evolving, with businesses investing over $200B annually in cloud technology. As AI accelerates demand for scalable infrastructure, cloud costs are soaring, and most teams still rely on spreadsheets to manage them.
At North, we're building the next-generation cloud spend management platform. We give companies real-time visibility, control, and automation over their cloud finances, so they can grow efficiently, without wasting time or money.
Backed by top-tier investors and trusted by global customers like Brave, The New York Public Library, and SumUp, we're assembling a world-class team to redefine how businesses manage cloud infrastructure.
About the Role
We're hiring a CustomerSuccessManager to join our growing team in New York. You'll be the primary point of contact for customers-helping them get onboarded, understand their cost data, and see continuous value through automation and insights.
You'll work closely with our Engineering and GTM teams to translate technical savings into business impact, ensuring our customers not only save money but scale smarter.
What You'll Do
Own customer relationships post-sale: onboarding, adoption, and ongoing engagement.
Collaborate with our team to analyze spend, surface savings opportunities, and communicate results clearly.
Build and maintain dashboards and reports that highlight customer impact and ROI.
Partner with Eng. to share feedback, shape features, and improve the user experience.
Develop repeatable playbooks for account management and renewal processes as we scale.
Become a trusted advisor to engineering and finance leaders managing cloud spend.
What We're Looking For
3-5 years of experience in CustomerSuccess, Technical Account Management, or Operations.
Big plus: experience with FinOps or cloud infrastructure (AWS, GCP, Azure).
Data-driven and comfortable working with metrics, dashboards, and financial modeling.
Excellent communicator who can translate technical value into clear business outcomes.
Based in New York City (hybrid) with ability to collaborate in-office with our team.
Startup experience: comfortable building structure in fast-moving environments.
Nice to Have
Experience supporting customers in cloud, DevOps, FinOps, or infrastructure-heavy environments.
Familiarity with AWS and GCP cost structures, billing models, and optimization levers (RI/Saving Plans, commitments, rightsizing, anomaly detection).
Ability to translate data into insights using tools like Looker, Tableau, Metabase, or BigQuery.
Background working with modern SaaS tools (e.g., Notion, Linear, HubSpot, Snowflake, dbt, Jira).
Prior experience at a fast-growing startup where you built or operationalized CS processes from 0→1.
A passion for making complex technical concepts simple and accessible.
Comfort working closely with engineers, FinOps practitioners, and product managers.
Strong storytelling skills-turning dashboards, data, and outcomes into crisp narratives for customers.
Interest in cloud economics, cost efficiency, and helping companies scale more intelligently.
Work Setup
Hybrid role based in New York City, with an office in Dumbo, Brooklyn.
Benefits
Unlimited PTO
16-week fully paid parental leave (20 weeks at 50% for mothers)
Company-wide breaks: last week of August & Dec 23-Jan 3
Healthcare: Anthem BlueCross Gold PPO, 75% employer-covered
30-day sabbatical every 4 years
Ramp card for approved expenses
Compensation
$90-120k base salary depending on experience
Equity included
Join us!
The public cloud is evolving fast, and North is leading the way in transforming cloud finance management. If you're looking for a high-impact role at a fast-growing startup, we'd love to hear from you. Apply today!
The Sr. Salesforce Client Partner - Financial Services will be responsible for continuing to grow our Financial Services practice through sourcing and closing opportunities from their extensive network of Salesforce connections and relationships. As a Sr. Client Partner, the individual will also cross-sell and up-sell into an existing book of business by building and maintaining client relationships, conducting business reviews, and pitching new projects to deliver business value. Our ideal candidate is a creative problem-solver who thinks outside the box, is willing to collaborate closely with Salesforce on joint pursuits to win deals, and partner with a cross‑functional internal team to write the Statement of Work (SOW) and present to business leaders.
Responsibilities Include:
Develop new relationships and leverage internal relationships at Salesforce with Account Executives (AEs), Regional Vice Presidents (RVPs), and Area Vice Presidents (AVPs) to source and close new pursuits. This includes commuting to and from the Salesforce New York tower in Bryant Park once per week or more as required while building the book of business.
Partner with the Salesforce Financial Services team to develop and present solutions to customers in capital markets, wealth management, insurance, banking, and fintech industries, leveraging Agentforce Sales, Agentforce Service, Agentforce Revenue Management, and Data 360.
Produce and consistently manage a healthy pipeline of $3X$ the monthly quota with accurate next steps and close dates in as close to real‑time as possible.
Maintain an accurate forecast of the business, reporting Commit, Most Likely, and Best Case opportunities on a rolling 90‑day period with high fidelity.
Develop and maintain account plans, tier accounts, and cover the territory of existing accounts to reliably generate upsell pipeline across Agentforce 360.
Partner with Plative Solution Architects, delivery leadership, and engineering to uncover business processes, user stories, and use cases for Salesforce pursuits.
Simplify complex Salesforce architecture proposals, including those leveraging Salesforce AI and Agentforce Revenue Management, into clear, actionable insights that highlight business impact and resonate with executive leadership.
Basic Qualifications:
5+ years experience full life cycle in Services or solution‑selling sales.
2+ years experience selling into wealth, asset management, and/or capital markets firms.
2+ years experience selling in the Salesforce ecosystem.
Experience selling to C‑level executives at mid‑market to enterprise‑level companies within the financial services space.
Adhere to and demonstrate expertise with a disciplined sales methodology (MEDDIC/MEDDPIC, Sandler, Spin, etc.).
Desired Qualifications:
Professional Services experience at a Salesforce solution implementer.
Hands‑on experience in front or back‑office for capital markets, wealth management, insurance, banking, and fintech industries.
Track record of business value selling and quantifying impact/ROI in solutions.
Strong technical aptitude or experience selling as a Solutions or Sales Engineer.
How You'll Embody Our Core Values
Put People First by building trusted relationships with clients and mentoring teammates.
Grow Together, Win Together by sharing knowledge, celebrating wins, and elevating others.
Bring Your Authentic Self to Work by fostering openness, empathy, and integrity in every interaction.
Take the Path You'll Be Proud Of by delivering excellence, owning outcomes, and learning from challenges.
Push Boundaries, Blow Minds by designing creative, scalable solutions that drive real impact.
Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
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$122k-195k yearly est. 4d ago
Director, Client Delivery Lead
Limelight Health 4.3
Customer success manager job in Greenwich, CT
WHO WE ARE:
Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders.
WHO YOU ARE:
The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes.
WHAT YOU'LL DO:
Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value
Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year
Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders
Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues
Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality
Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan
Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly
Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope
Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools
Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client
Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation
Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned
WHAT YOU'LL NEED:
Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience.
10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred
15 plus total technology experience
Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred
Demonstrated understanding and experience within full software development project lifecycle in complex technical environments.
Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc.
Experience with third-party system support with preference given to insurance / financial services platforms.
Knowledge of IT systems, governance and compliance.
Proven problem solving, decision making, analytical and organizational skills are required.
Ability to tailor communications and influence critical decisions with a variety of stakeholders.
Capability to work within broadly defined parameters.
Strong results orientation, organization and management skills.
Lead and focus the efforts of others to established goal.
Effectively drive results with cross-functional teams in a matrixed organization.
Experience with conversions and implementations.
Mentor Technical Project Managers as required.
Develop relationships, with a strong focus on communication and change management.
Knowledge of annuities and life products
PMI- ACP, CSM or equivalent preferred
Able to travel a minimum of 10% of the time.
WHAT'S IN IT FOR YOU?
Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done.
Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
Notice for California residents: Information about how we collect and use your personal information can be found here
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$180k-200k yearly 4d ago
Customer Success Manager II
Meltwater 4.3
Customer success manager job in New York, NY
What We're Looking For: Begin your career as a CustomerSuccessManager II at Meltwater, where each day is dedicated to ensuring the continued success and satisfaction of our valued customers. We're searching for driven individuals to join our team and play a pivotal role in delivering exceptional experiences. As a CustomerSuccessManager II, your focus will be on driving impactful outcomes through product adoption, implementing risk mitigation strategies, and conducting user training.
At Meltwater, we offer more than just a job-it's a pathway to personal and professional growth. Immerse yourself in an environment that cultivates your talents, fosters mentorship, and advocates for inclusive leadership principles. Engage with seasoned account managers and resilient leaders who are committed to supporting your journey of development.
Join our team and become part of a diverse community that celebrates your unique contributions and empowers you to reach new heights.
What You'll Do:
Collaborate with internal stakeholders, including Renewal Managers and Account Managers, to align customer needs effectively.
Provide strategic guidance and support to ensure comprehensive adoption of Meltwater solutions, maximizing value for customers.
Empower clients with tools and resources to cultivate strong advocacy, enhancing billing relationships.
Foster a deep understanding of customers' organizational context and objectives through close collaboration, tailoring solutions to their unique needs.
Seamlessly partner with the Account Manager team to identify upselling and cross-selling opportunities, driving overall customer account growth.
Proactively engage with accounts ahead of renewal dates to support renewals, mitigate risks, and address 'at-risk' accounts.
Take ownership of customer account gross retention, prioritizing high levels of satisfaction and loyalty.
Drive client engagement and product adoption to ensure ongoing value delivery.
Conduct thorough onboarding and training sessions for new customers, facilitating seamless integration with Meltwater solutions.
Gather customer feedback through executive business reviews, fostering continuous improvement and addressing evolving needs.
Identify expansion opportunities and communicate them to Account Managers, contributing to the growth and success of customer accounts.
What You'll Bring:
A Bachelor's degree or higher is preferred for this role, empowering you to demonstrate your academic prowess and contribute effectively.
Demonstrated expertise in customersuccess, account management, or a related field, backed by at least 3 years of hands-on experience in account management.
Exceptional communication and interpersonal skills, enabling the establishment and maintenance of strong customer relationships.
Results-driven mindset, dedicated to achieving customer satisfaction and fostering their success.
Proactive approach in identifying and addressing customer needs and opportunities promptly.
Collaborative spirit, adept at working closely with cross-functional teams to ensure seamless customersuccess.
Excellent written and verbal communication skills in English.
Willingness to embrace a flexible work schedule. We require that you are in office most weeks 3 days per week with flexibility to 5 days per week based on team and business priorities.
The ability to legally work in the country of hire is required for this position.
What We Offer:
Enjoy comprehensive paid time off that allows you to have an enhanced work-life balance.
Excellent medical, dental, and vision options
401(k) matching, life insurance, commuter benefits, and parental leave plans
Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters.
Energetic work environment with a hybrid work style, providing the balance you need.
Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career
Compensation Overview
Competitive Compensation: Base Salary of $53,000 - $71,000 USD per year + quarterly commission subject to the terms of the applicable bonus plan.
Total compensation range for this position: $88,500 - $118,000 USD per year. Earnings are dependent on individual sales performance.
Our Story
At Meltwater, we believe that when you have the right people in the right environment, great things happen.
Our best-in-class technology empowers our 27,000 customers aroundthe world to make better business decisions through data. But we can't do that without our global team of developers, innovators, problem-solvers, and high-performers who embrace challenges and find new solutions for our customers.
Our award-winning global culture drives everything we do and createsan environment where our employees can make an impact, learn every day, feel a sense of belonging, and celebrate each other's successes alongthe way.
We are innovators at the core who see the potential in people, ideas and technologies. Together, we challenge ourselves to go big, be bold, and build best-in-class solutions for our customers.
We're proud of our diverse team of 2,200+ employees in 50 locations across 25 countries around the world. No matter where you are, you'll work with people who care about your success and get the support you need to unlock new heights in your career.
We are Meltwater. Inspired by innovation, powered by people.
Equal Employment Opportunity Statement
Meltwater is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: At Meltwater, we are dedicated to fostering an inclusive and diverse workplace where every employee feels valued, respected, and empowered. We are committed to the principle of equal employment opportunity and strive to provide a work environment that is free from discrimination and harassment.
All employment decisions at Meltwater are made based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, marital status, veteran status, or any other status protected by the applicable laws and regulations.
Meltwater does not tolerate discrimination or harassment of any kind, and we actively promote a culture of respect, fairness, and inclusivity. We encourage applicants of all backgrounds, experiences, and abilities to apply and join us in our mission to drive innovation and make a positive impact in the world.
$88.5k-118k yearly 1d ago
Senior Enterprise Sales Manager: Lead Growth & Strategy
Sbhonline
Customer success manager job in New York, NY
A growing B2B services company is looking for a Sales Manager to lead and mentor a high-performing sales team. The ideal candidate will manage sales plans, drive growth, and ensure operational excellence throughout the sales cycle. Responsibilities include coaching salespeople, managing the sales pipeline, and overseeing recruitment and onboarding. Proficiency in Microsoft Suite and CRM systems is required, along with exceptional B2B sales experience. This role offers opportunities for personal and professional growth in a dynamic environment.
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$138k-228k yearly est. 1d ago
Operations Manager- EDI/ Customer Service
Executive Profiles, Inc.
Customer success manager job in New York, NY
JOB TITLE: Operations and Logistics Manager / EDI Operations Coordinator
Salary: $90,000+
A leading fashion company located in New York City offering a hybrid schedule is seeking an Operations Manager/EDI to become a vital part of our team. The ideal candidate will be responsible for optimizing operations, and managing and processing customer orders, EDI, and NuOrder ensuring accurate and timely order processing into our system and managing all channel of distribution
Responsibilities
- Collaborate all information with Sales teams to track orders and shipment status
- Analyze and review Open Order Reports to maintain efficiency.
- Manage and follow up on Bulk Orders and identify ATS opportunities,
-Work with Sales communicating any discrepancies or
- Ensure timely release of orders within the current shipping window.
- Monitor the status of inbound shipments and factory orders.
- Issue Return Authorizations (RAs) and Return to Vendor (RTVs).
- Provide Proof of Delivery (POD) and Bill of Lading (BOL) documents to international customers.
- Oversee the allocation of incoming shipments and goods.
- Maintain clear communication with the warehouse team.
- Handle Charge Backs and Credit Memos.
- Receive EDI transfers and ensure compliance.
- Generate and review the open pick ticket report.
-Follow up on back orders to ensure customer satisfaction.
SKILLS:
Comprehensive knowledge of EDI data structures
Knowledge of business transaction lifecycles
Knowledge of ERP Software, NuOrder, and B2B Platforms is a plus
Strong verbal and written communications skills
Able to troubleshoot problems
Strong attention to detail
$90k yearly 3d ago
Wealth Relationship Manager SAFE Act - Brooklyn
Citigroup Inc. 4.6
Customer success manager job in New York, NY
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding.
Acquire new clients through converting referral leads.
Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures.
Ensure that KYC/AML and other compliance norms are strictly adhered to.
Partner with all roles on branch team to ensure all clients have a positive in‑branch experience.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Insurance Group 1 required.
Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education
Bachelor's/University degree or equivalent experience
Benefits
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Primary Location: Brooklyn, New York, United States
Salary Range: $88,400.00 - $132,600.00
Anticipated Posting Close Date: Nov 26, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$88.4k-132.6k yearly 1d ago
Engagement Manager
Scale Ai, Inc. 4.1
Customer success manager job in New York, NY
Scale's customer base is growing exponentially, and you will be on the front lines of ensuring that these customers become passionate, lifelong Scale partners. As a member of our Engagement Management team, you'll be accountable for establishing customer relationships, driving revenue, hitting SLAs, and maintaining quality standards. You will work closely with one of Scale's Gen AI Data Engine customers, driving end-to-end engagements from new projects and pilots, owning the account execution, working cross-functionally to ensure Scale products and services are delivered consistently and on-time, and driving account consumption.
You are the tip of Scale's contact with our Gen AI customers, working with and being an advocate for customer data leaders and engineering/operations teams. You have a strong interest in how high-quality data can positively influence Gen AI models. Your bias towards finding not just one-off solutions, but repeatable and scalable ways to ensure we continually deliver. You have a track record of managingcustomers to renewal, forecasting with customers, and supporting sales teams managing upsells. And you are naturally empathetic and excel at building long-term relationships through diligent problem solving and thoughtful, strategic discussions. Within Scale, you will work cross-functionally with Operations, Product Managers, Sales, and other teams as the primary customer operations advocate.
The blend of operations and customermanagement to drive our most important outcomes make this a unique and exciting role at the heart of Scale's Data Engine operations. The ideal candidate is customer-driven, analytical, empathetic, outcome focused, and above all someone who drives and inspires results.
You will:
Build and drive some of our most critical operational processes: the consistent, on-time delivery of Data Engine product and services, and revenue consumption for our customers
Build and oversee levers with a relentless focus on SLA achievement and quality improvement
Review, track and improve operational performances and be obsessed with continuous improvement
Oversee on-boarding and successful implementation for new Data Engine projects
Manage the long-term health of customers by identifying and preempting areas of risk or concern
Partner with clients to understand operational issues and advocate for their fixes with Scale engineers
Work directly with customer's engineering teams, partnering with customer-facing MLEs and Field Engineering
Work directly with customer's engineering teams, answering questions and addressing issues with use of our API
Create an effective feedback loop between the front line, product, strategy, and customers
Collaborate with stakeholders to improve processes for new and existing customers
Ideally you'd have:
4-9 years of total work experience, with experience in consulting or as a technical program management role in industry
Associate / Senior Consultant / Engagement Manager role at a Big 3 Consulting Firm
A technical background (education or professional experience with CS, Economics, Statistics, Engineering)
A proven track record in B2B client facing roles and expanding client relationships
Ability to understand APIs and the ML training lifecycle and build great relationships with technical customers
Great cross-functional experience and collaborative ability
Excellent verbal and written communications
A track record of structured, analytics-driven problem solving
A history of diligence and organization across multiple work streams
An action-oriented mindset that balances creative problem solving with the scrappiness to ultimately deliver results
Analytical, planning, and process improvement capability
Experience with reading SQL and/or another database language
Nice to haves:
Prior experience at an API technology company and/or managing technical customers using an API
Compensation packages at Scale for eligible roles include base salary, equity, and benefits. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position, determined by work location and additional factors, including job-related skills, experience, interview performance, and relevant education or training. Scale employees in eligible roles are also granted equity based compensation, subject to Board of Director approval. Your recruiter can share more about the specific salary range for your preferred location during the hiring process, and confirm whether the hired role will be eligible for equity grant. You'll also receive benefits including, but not limited to: Comprehensive health, dental and vision coverage, retirement benefits, a learning and development stipend, and generous PTO. Additionally, this role may be eligible for additional benefits such as a commuter stipend.
Please reference the job posting's subtitle for where this position will be located. For pay transparency purposes, the base salary range for this full-time position in the locations of San Francisco, New York, Seattle is:$158,000-$236,500 USD
PLEASE NOTE:
Our policy requires a 90-day waiting period before reconsidering candidates for the same role. This allows us to ensure a fair and thorough evaluation of all applicants.
About Us:
At Scale, our mission is to develop reliable AI systems for the world's most important decisions. Our products provide the high-quality data and full-stack technologies that power the world's leading models, and help enterprises and governments build, deploy, and oversee AI applications that deliver real impact. We work closely with industry leaders like Meta, Cisco, DLA Piper, Mayo Clinic, Time Inc., the Government of Qatar, and U.S. government agencies including the Army and Air Force. We are expanding our team to accelerate the development of AI applications.
We believe that everyone should be able to bring their whole selves to work, which is why we are proud to be an inclusive and equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or Veteran status.
We are committed to working with and providing reasonable accommodations to applicants with physical and mental disabilities. If you need assistance and/or a reasonable accommodation in the application or recruiting process due to a disability, please contact us at . Please see the United States Department of Labor's
Know Your Rights poster
for additional information.
We comply with the United States Department of Labor's
Pay Transparency provision
.
PLEASE NOTE: We collect, retain and use personal data for our professional business purposes, including notifying you of job opportunities that may be of interest and sharing with our affiliates. We limit the personal data we collect to that which we believe is appropriate and necessary to manage applicants' needs, provide our services, and comply with applicable laws. Any information we collect in connection with your application will be treated in accordance with our internal policies and programs designed to protect personal data. Please see our privacy policy for additional information.
$158k-236.5k yearly 1d ago
Account Manager, New York Metro
Powerpak
Customer success manager job in Congers, NY
Inside Sales Account Manager to fill in the New York Metro Area Pay: First year on target total compensation is $120,000 with no cap ($70,000 base) but you must have the following sales capabilities:
You must have two years prior B2B sales success selling commodities into a highly competitive market.
Does this describe you? You thrive when selling commodities against well-known, trusted and embedded brands. You are a sales performer with a proven track record of hunting and developing new business. You have an optimistic outlook, listen and ask questions with ease. You have no problem handling rejection, developing strong relationships early, and would describe your selling style as consultative. You excel at cold-calling on the phone, reaching decision makers, value selling, handling objections and set high success goals. A self-starter, you have a strong sense of urgency, and can work independently alongside a small team in a satellite location. You are adaptable, unafraid of new technology, goal-oriented, organized, and have strong written and verbal communication skills. You're comfortable in an inside sales role with a primary objective of growing existing accounts. You like being held accountable for Key Performance Indicators and know that “time kills all deals”.
Prior success selling Industrial or Construction supplies to Construction Companies is helpful but not required.
Familiarity with NetSuite ERP is helpful but not required.
This position requires you to work in an office 5 days a week in Congers, NY.
Job type: Full time
Benefits
Great medical, dental & vision benefits
401(k) matching program
Generous paid time off and holiday policies
Team-first mindset
Career growth opportunities
_________________
We are Great Place to Work certified, with 98% of team members stating they are proud to work for PowerPak! We are always looking for ways to put "People First". To learn more, check out our Core Values here: ********************************
$70k-120k yearly 19h ago
Engagement Manager - Healthcare
Ipsos-Insight, LLC
Customer success manager job in New York, NY
What makes this role important at Ipsos?
At Ipsos, we are passionately curious about people, markets, brands, and society. We deliver information and analysis that make our complex world easier and faster to navigate and inspires our clients to make smarter decisions. The Healthcare service line at Ipsos brings true specialization, offering a unique depth of knowledge and expertise across the product lifecycle to our clients in biopharma, health insurance, digital health, medical devices, and diagnostics companies.
The Advisory services team was established to generate strategic insights that build upon the company's core competencies in market research, culminating in a premier healthcare consultancy. You will join a unique team of problem solvers who come from backgrounds as diverse as scientific research, brand management, strategy consulting, medicine, and more. Together, the team leverages these diverse perspectives to solve some of the most complex and challenging strategic problems for our clients across the healthcare market.
What you can expect to be doing:
Consulting and Strategic Development: Involves working with executives to develop growth strategies for new segments and commercial or product offerings.
Market Analysis and Strategy: Encompasses market and competitive landscape assessment, market sizing, opportunity assessment, and market valuation.
Partnership and Growth Optimization: Involves partnership identification, developing playbooks, and executing analytical work streams to optimize commercial programs.
Client Activation and Workshops: Includes conducting client activation work sessions aimed at strategy refinement and implementation.
Partner with cross-functional teams to identify & define business problems, develop solutions to address clients' KBQs, adjust approaches & frameworks to fit a variety of project types.
This might be the job for you if you have:
BA/BS required; MBA or other advanced degree (MPH, MSc, etc) preferred
8+ years of professional life sciences experience preferably in management consulting/strategy, commercial strategy, product launch/management/marketing, and/or business analytics
Experience with market access/health economics/evidence generation, preferred
Outstanding project management skills and ability to manage multiple projects
Manage direct reports and mentor junior staff
Demonstrated leadership skills, including bringing clarity to ambiguous situations
Strong analytical, business acumen, and critical thinking skills
Ability to work cross-functionally, with a solid understanding of market research
Confidence outlining, creating, and writing proposals (with support from executive team) in response to client RFPs
Strong knowledge and experience utilizing various data sources used in strategic consulting engagements (including competitive intelligence, custom research - qual & quant methods, secondary resources & databases) along with strong analytical skills for applying these sources for opportunity assessments, market modeling, strategy development, valuations
Experience with analyzing and interpreting custom research and extrapolating findings to address the larger strategy development
Experience in developing and executing strategic frameworks to address complex issues
Experience with generating actionable and insightful reports, in a story-focused format, that resonate with different stakeholders and levels, through the development, production, & interpretation of multiple data and information inputs; assigning meaning to information by considering context & different perspectives and drawing logical conclusions based on evidence & reasoning. Ability to explain insights, findings, and analysis limitations to clients
Advanced proficiency of Microsoft Excel and PowerPoint required; proficiency in SPSS or other similar data analysis tools preferred
High degree of independence and exceptional work ethic
Ease and confidence with "thinking on your feet"
Excellent written and verbal communication skills
Professional, proactive demeanor
Strong interpersonal skills
Curiosity and interest in developing, writing, and leading thought leadership initiatives
If you don't meet 100% of the requirements, we encourage all who feel they might be a fit for the opportunity to apply. We may consider a variety of backgrounds for a particular role and are also committed to considering candidates for available positions throughout our organization, not just the one you're applying to!
In accordance with NY/CO/CA/WA law, the estimated base salary range for this role is $140,000 to $165,000. Your final base salary will be determined based on several non-discriminatory factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications.
What's in it for you:
At Ipsos you'll experience opportunities for Career Development, an exceptional benefits package (including generous PTO, healthcare plans, wellness benefits), a flexible workplace policy, and a strong collaborative culture.
To find out more about all the great reasons to work at Ipsos, how we're making an impact around the world, and more about our benefits and employee programs, please visit:
Why Work at Ipsos | US
Commitment to Diversity
Ipsos recognizes the necessity of building an inclusive culture that values each employee's individuality and diverse perspectives. For more than 40 years, our mission has been to generate and analyze data about society, markets, brands, and behaviors to provide our clients with the insights that elevate their understanding of the world. This could not be fulfilled without Ipsos' diverse employees who compile and analyze this data-they are the essence of who we are and what we do.
We are committed to providing equal opportunity to all employees, creating an environment that promotes inclusion, and enabling employees from all walks of life to flourish. Ipsos encourages our employees to act in a respectful and responsible manner, in line with code of best practices concerning diversity and inclusion, human rights, equality, and civility for every individual.
Ipsos is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or any other protected class and will not be discriminated against on the basis of disability.
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$140k-165k yearly 1d ago
Customer Service & Sales Manager
Cathay Bank-Headquarters 4.4
Customer success manager job in New York, NY
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch.
DIRECT REPORTS
The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements)
ESSENTIAL FUNCTIONS
Service and Sales Responsibilities:
Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service
Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements
Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements
Establish and manage achievement of assigned team and individual sales production goals
Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services
Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals
May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions
Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate
Operations, Management & Administration Responsibilities:
Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch
Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies
Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications
Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization
Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities
Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc.
May serve as Safety and/or Security Officer for the branch
QUALIFICATIONS
College degree a plus.
Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions.
Thorough knowledge of bank policies and procedures.
General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures.
Direct sales experience desired.
Computer experience (Microsoft Word, Excel, Outlook) required.
Good management skills with emphasis on planning, organization and scheduling.
Excellent verbal and written communication skills.
Bi-lingual English and Chinese (Mandarin or Cantonese) preferred.
OTHER DETAILS
$28.85 - $31.25 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
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Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$28.9-31.3 hourly 4d ago
Account Manager
Zoetis, Inc. 4.9
Customer success manager job in New York, NY
Role Description
We are seeking a highly capable individual for Account Manager, US Petcare Division. Primary responsibilities include utilizing solution selling, territory management, and business planning capabilities to execute our strategies to maximize sales performance within the assigned geography. This position will be field based and will require travel and some evening work for educational programs.Candidate should live within the territory.
Position Responsibilities
Sales Performance
Meet overall sales objectives (quota) both overall and for key growth products via demand generation within targeted geography.
Successfully launch new products, service offerings and generate new equipment leads.
Selling Skills, Technical Knowledge, and Customer Value Delivery
Consistently demonstrate Solution Selling capabilities.
Consistently build and demonstrate relevant technical knowledge, verbal fluency, and veterinary practice expertise.
Build effective relationships with and service all targeted hospitals / personnel to ensure you maintain and grow relevance and access within each account.
Interact with customers following all Zoetis promotional guidelines.
Territory Management and Teamwork
Develop and execute a Territory Business Plan / Resource Allocation per our expectations - effectively implementing the full complement of Zoetis resources and following up to maximize ROI.
Meet field activity expectations including sales call activity and investment in medical education programs.
Develop and execute a call-cycle at the account and veterinarian level that delivers our reach / frequency expectations.
Work with all Zoetis Petcare colleagues in a professional manner to include consistently meeting expectations around integrity/compliance, work-ethic, role/responsibility, conduct/attire, effective communication/informing, all administrative responsibilities, and overall teamwork.
Education and Experience
Undergraduate degree (BS/BA) required.
Success in previous roles including creatively finding opportunities or solving problems to drive sales performance.
3-10 years of documented and successful consultative sales experience.
Exemplifies what it means to be a change agent, continuous learner, and pushing self / others beyond dominant logic.
Uses analytics and insights to enhance decision-making and tactical execution.
Follow-through and attention to detail.
Ability to manage assigned expense budgets.
Highly focused and results oriented, able to identify goals and priorities and resolve issues in initial stages.
Demonstrated ability to work independently and in a close team environment, self-starter.
Animal Health experience and knowledge of small animal veterinary medicine.
Exhibit willingness to accept and incorporate feedback.
Technical Skills Requirements
Verbal, written, presentation, interpersonal, and communication skills.
Ability to exercise good judgment and make thoughtful / fair decisions based on relevant information.
Proficiency in MS Office (Word, Excel, Outlook, PowerPoint) and ability to learn Zoetis systems.
Physical Position Requirements
Ability and willingness to travel and work some evenings as required by the position.
The US base salary range for this full-time position is $69,000-$133,860. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the base pay target range for new hire salaries for the position. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.
In addition to compensation, Zoetis offers a comprehensive benefits package that supports the physical, emotional and financial wellbeing of our colleagues and their families includinghealthcare and insurance benefits beginning on day one, a 401K plan with a match and profit-sharing contribution from Zoetis, and 4 weeks of vacation.
Visit zoetisbenefits.com to learn more.
Full time RegularColleague
Any unsolicited resumes sent to Zoetis from a third party, such as an Agency recruiter, including unsolicited resumes sent to a Zoetis mailing address, fax machine or email address, directly to Zoetis employees, or to Zoetis resume database will be considered Zoetis property. Zoetis will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume.
Zoetis will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This includes any Agency that is an approved/engaged vendor but does not have the appropriate approvals to be engaged on a search.
Zoetis is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status or any other protected classification. Disabled individuals are given an equal opportunity to use our online application system. We offer reasonable accommodations as an alternative if requested by an individual with a disability. Please contact Zoetis Colleague Services at to request an accommodation. Zoetis also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must possess or obtain authorization to work in the US for Zoetis. Zoetis retains sole and exclusive discretion to pursue sponsorship for the acquisition or maintenance of nonimmigrant status and employment eligibility, considering factors such as availability of qualified US workers. Individuals requiring sponsorship must disclose this fact. Please note that Zoetis seeks information related to job applications from candidates for jobs in the U.S. solely via the following: (1) our company website at ********************** site, or (2) via email to/from addresses using only the Zoetis domain of "@zoetis.com". In addition, Zoetis does not use Google Hangout for any recruitment related activities. Any solicitation or request for information related to job applications with Zoetis via any other means and/or utilizing email addresses with any other domain should be disregarded. In addition, Zoetis will never ask candidates to make any type of personal financial investment related to gaining employment with Zoetis.
Selling Raw Ingredients, Natural Derivatives, Citrus Oils
Full REMOTE: East or Central US
A global trading and distribution company specializing in the supply of agricultural commodities and food ingredients. They source, process, and supply a broad portfolio including citrus fruit and derivatives, nuts, dried fruits, juices, and additives, sweeteners, and flavorings.
This role is positioned to help expand a high-demand, underdeveloped US market segment within their natural derivatives / oils platform.
Responsibilities:
Call on Flavor and Fragrance accounts across North America. Sell a portfolio of oils (citrus), FTNF's (from the named food), and FTNSs (from the named source).
Drive new customer acquisition and account growth; expand offerings within existing accounts.
Identify opportunities, monitor market/competitors, and translate customer needs into revenue.
Own contract execution/renewals, backlog management, delivery performance, and margin targets.
Execute sales budget and forecasting.
Travel: ~30%
Qualifications:
BS - Science related.
5+ years account management / sales in Flavors & Fragrances ingredients, selling raw ingredients / natural derivatives (not finished products).
Proven success selling citrus oils and a portfolio including FTNF / FTNS.
Existing relationships/customer base in the Flavor & Fragrance market.
Independent “hunter” mindset; strong negotiation and communication skills.
Compensatiopn: $130,000-$150,000 base + bonus + healthcare, 401(k), STD/LTD, life insurance.
$30k-45k yearly est. 10d ago
Account Manager, VISTA
Presidio Networked Solutions, LLC
Customer success manager job in New York, NY
Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights.
The Role
Presidio has an exciting opportunity for individuals who want to grow their careers as a technology sales professional. The Sales Account Manager position for Presidio's Vista team is responsible for engaging with customers and technology partners to drive business growth. You will focus on nurturing and expanding relationships with existing clients, as well as prospecting for new business opportunities. A key part of your success will be your ability to manage your accounts with operational efficiency, ensuring smooth delivery of solutions and strong account management practices.
Travel Requirements:
This position is remote, and thus minimal travel is required outside of team events. 10-15% travel.
Responsibilities include:
Customer Engagement & Account Growth: Develop and strengthen relationships with existing customers, ensuring high customer satisfaction and identifying upsell/cross-sell opportunities.
Prospecting New Business: Identify and engage with prospective customers in target industries, developing new business leads, and converting prospects into long-term clients.
Sales Strategy Execution: Develop and execute account plans that align with your sales targets and the customer's business objectives. Collaborate with internal teams to leverage resources and technology solutions.
Operational Command: Maintain a strong operational understanding of your accounts, ensuring seamless delivery of services and solutions. Track performance metrics, forecast revenue, and analyze account health.
Collaboration with Partners: Build and maintain relationships with Presidio's technology partners, such as AWS, Microsoft, and Cisco, to create joint go-to-market strategies and drive value to your customers.
Achieve & Exceed Quotas: Meet or exceed your assigned revenue targets and customer engagement goals through proactive relationship management and consultative selling
Required Skills and Professional Experience:
Bachelor's degree or equivalent experience and/or military experience
3-5 years of account management or sales experience, preferably in the technology industry, and experience working with technology partners (e.g., AWS, Cisco, Dell, Microsoft) and leveraging those relationships to drive joint sales opportunities.
Proven track record of meeting or exceeding sales targets with a focus on customer retention and new business development.
Strong operational skills: Ability to manage multiple accounts with a focus on efficiency, forecasting, and account health tracking.
Preferred Skills and Professional Experience:
Excellent communication and interpersonal skills: Ability to build relationships at all levels of the customer organization.
Bachelor's degree in business, sales, or related field.
Highly motivated and results-driven, with a passion for building relationships and delivering customersuccess.
Ability to work both independently and as part of a collaborative team.
Problem-solving mindset with a focus on delivering tailored solutions to customer challenges.
Your future at Presidio
JoiningPresidiomeans stepping into aculture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.
Here,your impact is real.Whether you're harnessing the power of Generative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future.
Ready to innovate? Let's redefine what's next-together.
About Presidio
At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit *****************
*****
Applications will be accepted on a rolling basis.
Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances.
To read more about discrimination protections under Federal Law, please visit:
If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to
for assistance.
Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to
.
Notice to Massachusetts Candidates: 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.
Recruitment Agencies, Please Note:
Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$62k-105k yearly est. 1d ago
Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Customer success manager job in Jersey City, NJ
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
How much does a customer success manager earn in Mount Vernon, NY?
The average customer success manager in Mount Vernon, NY earns between $60,000 and $142,000 annually. This compares to the national average customer success manager range of $61,000 to $142,000.
Average customer success manager salary in Mount Vernon, NY
$92,000
What are the biggest employers of Customer Success Managers in Mount Vernon, NY?
The biggest employers of Customer Success Managers in Mount Vernon, NY are: