Customer success manager jobs in New Berlin, WI - 368 jobs

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

This company is a leader in innovative architectural and metal panel solutions, known for delivering high-quality products and exceptional customer service. Their team-driven culture fosters growth, collaboration, and a strong commitment to excellence across every project. They are looking for a District Sales Manager to add to their team. The ideal candidate is a focused team player who attains sales revenue to meet goals with gross margin targets, while developing and maintaining strategic long term customer relationships throughout the Midwest. Responsibilities: Maintain existing customer relationships and develop new customer relationships through face-to-face visits; customer service efforts; and phone and email conversations to achieve targeted sales goals. Manage projects from start to finish, including managing orders and collaborating with panel production team. Resolve customer complaints regarding sales and service. Visit customer job sites to support sales and customer interactions. Prepare and deliver product presentations to contractors, architects, installers, and engineers. Read and interpret construction documents and specifications to prepare takeoffs and estimates. Requirements: Bachelors' Degree or equivalent sales/industry experience. 5+ years experience in direct sales of construction or architectural products Metal building and insulated metal panel experience (preferred) Experience in interpreting construction drawings and specifications Ability to read and interpret documents (e.g. sales reports, blueprints, training, procedure manuals)

Serve as a trusted partner to clients, understanding their workforce needs and delivering staffing solutions. Maintain and strengthen client relationships, ensuring continued business success. Drive new business development by proactively identifying and securing new client partnerships. Collaborate with the recruitment team to ensure qualified candidates are matched with job opportunities. Manage the full sales cycle, from lead generation to closing client agreements. Regularly meet with clients to assess satisfaction and anticipate future hiring needs. Attend networking events, career fairs, and industry meetings to expand business opportunities. Recruiter/Account Manager Qualifications and Requirements Proven experience in account management, sales, or staffing/recruitment. Strong ability to build and maintain long-term client relationships. Business development mindset with experience in lead generation and closing deals. Exceptional communication, negotiation, and problem-solving skills. Proficiency in CRM, ATS, or recruitment-related software is a plus. Highly organized with the ability to manage multiple clients and hiring needs.

**Before you apply to a job, select your language preference from the options available at the top right of this page.** Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow-people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level. **Job Description:** The Premier Customer Success Supervisor will oversee and nurture relationships with our Premier customers. The Premier Customer Success Supervisor will ensure customer satisfaction, drive product adoption, and support clients in achieving their business objectives. The ideal Customer Success Supervisor will excel at balancing strategic guidance and operational support to deliver value and build long-term customer loyalty. With a focus on client satisfaction, retention, and growth, the Premier Customer Success Supervisor will identify opportunities to leverage available solutions and products for growth and will ensure a seamless customer experience, the Premier Customer Success Supervisor will contribute to retention, expansion, and overall customer success. This role is pivotal in driving customer loyalty and maximizing revenue from existing customers. Effective January 2026, this will be a Non-MIP FT Sales Management position with an enhanced sales incentive plan. **Key Responsibilities:** - Issue Management: Serve as the primary point of contact and advocate for designated accounts Coordinate with sales, support teams, UPS operations, and Care & Service Control to deliver supply chain solutions and resolve critical issues - Value Creation / Strategic Engagement: Proactively engage existing customers to identify and mitigate risks to ensure customer satisfaction and retention and prevent churn Conduct frequent business reviews, either in-person or virtually, to provide insights and recommendations to enhance the customer experience Assess the customers business objectives, challenges, and success metrics to ensure UPS alignment to customer needs Develop and execute tailored success plans, driving adoption and maximizing ROI Create strategies for upselling / cross-selling opportunities to drive account growth Regularly create QBRs/QVPs for customers - Analytics/Reporting: Monitor customer mix and performance metrics to support balanced retention efforts Update UPS DRIVE with retention data and plan next steps for churn prevention / growth Stay informed on the customer's industry trends to provide strategic guidance through UPS offerings **Qualifications:** - Demonstrated capability to manage high-value accounts with a customer-centric approach - Exceptional problem-solving skills - Outstanding communication skills across various platforms - 3-to 5 years in customer success, account management, or other customer-facing roles - Proven ability to balance proactive customer engagement and process efficiency - Growing expertise in medium/large customer relationship management - Bachelor's degree in business, marketing, or a related field (preferred) **Employee Type:** Permanent UPS is committed to providing a workplace free of discrimination, harassment, and retaliation. **Other Criteria:** UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law. **Basic Qualifications:** Must be a U.S. Citizen or National of the U.S., an alien lawfully admitted for permanent residence, or an alien authorized to work in the U.S. for this employer.

Company & Benefits Information At Blain's Farm & Fleet we believe everyone deserves the opportunity to have a job they love, work in a great environment, grow their career & enjoy a positive balance. As a family-owned retailer we take pride in offering a competitive benefit package designed to support you & your life. It is one of the reasons we have been named a Forbes Best Employer for seven consecutive years! Associates hired into a full-time role will become eligible for the following benefits effective their 91 st day of full-time employment: Medical, Prescription, Dental, Vision, Short & Long Term Disability, Life Insurance, Ancillary Benefits, Identity Theft Protection, Pet Insurance, Etc. All major Holidays & Birthday off Advanced Leadership Training Programs: build the skills to grow your career Associate discount on name brands like Carhartt, Under Armour, STIHL, Milwaukee Tool, DeWalt & much more! Internal recognition programs that support an engaged workplace 401(K) with company match Paid ASE testing and certifications Compensation Saturday & Sunday weekend premium pay $2.50 per hour Starting base pay up to $23.50/hr The pay listed for this position may vary based on experience. Please note, compensation decisions are contingent on the facts and conditions for each job opening. We take into consideration the minimum requirements outlined in the job description, such as, training and experience, the position's work location, required travel (if any), and external market conditions when determining the final salary for potential new hires. Please note salary estimates published via alternate online job boards may not be a true representation of the actual pay range offered for this position. Please refer to the Blain's Farm & Fleet position description for accurate pay range information. Job Duties The Assistant Service Center Manager would assist the Service Center Manager in overseeing the Service Technicians and the Automotive Service Center. The Assistant Service Center Manager will be responsible for: Resolving customer issues Providing technical assistance and training for service technicians and advisors Supervising Service Center associates Performing Technician responsibilities as needed Demontrating awareness and compliance with Loss Prevention and safety policies. Qualifications Must possess a valid driver's license Great communication skills Prior Automotive Maintenance experience is preferred Prior supervisory experience preferred Prior Retail experience preferred Able to work evenings when needed and at least every other weekend Able to pass pre-employment drug screening and background checks Able to attain an ASE Certification in A4 Steering and Suspension and A5 brakes within one year of hire date Must possess or have the ability to obtain forklift certification Ability to read and speak English and communicate with customers and co-workers *Michigan Stores Only* ASE A4 and A6 Certifications required for Tech Level II and ASE A3, A4, A5 and A6 Certifications required for Tech Level III OR equivalent Michigan certifications. EEO Statement Blain Supply, Inc and Blain's Farm and Fleet (collectively "Blain's") is proud to be an Equal Opportunity Employer. We recognize the importance of diversity and creating an inclusive culture in order to leverage the skills and talents of all people to the mutual advantage of each individual and the organization. Blain's does not discriminate against applicants or employees on the basis of race, religion, color, sex (including pregnancy and sexual harassment), sexual orientation, gender identity, national origin, age, marital status, disability, military or veteran status, or any applicable legally protected status. Our goal is to continue to be recognized as an employer of choice and we have received Forbes Best Mid-Sized company to work for an unprecedented 7 years in a row.

Direct Supply is building the future of healthcare technology with industry-leading products, solutions and platforms to help improve the lives of millions of seniors and those who care for them. In the Manager, Customer Success - DS Smart position, you'll lead the day-to-day operations and strategic direction of the DS Smart Customer Success team. You'll coach and develop a growing team of Generalists, Retention Specialists, and Adoption Specialists to drive customer onboarding, adoption, retention, and expansion. This role is pivotal in advancing scalable, technology-enabled workflows, using data and automation to optimize partner performance and unlock greater customer value. Skills Needed: Drives Accountability & Results - Sets clear goals and ensures team members deliver top-notch results. Uses data and tech to boost accountability, pushing everyone to excel individually and as a team. Applies AI and Technology - Identifies opportunities to boost efficiency and add value using AI and tech. Embraces and applies digital innovations and tech solutions to build business. Eagerly learns and integrates new technologies where they matter most. Champions Innovation - Propels teams to unlock value with cutting-edge, tech-enabled innovations. Stays ahead of the tech curve, ready to embrace the next big thing. Leads with an entrepreneurial mindset and takes calculated risks. Leads Through Change & Ambiguity - Navigates the unknown with confidence, steering through change and uncertainty with a clear vision and unwavering determination. Turns chaos into clarity, keeping goals firmly in sight. Demonstrated ability to lead cross-functional initiatives that optimize operational performance and partner collaboration. Strong skills in workflow design and process improvement, ensuring scalable and repeatable success. Deep technical expertise in CRM and customer success platforms to enhance engagement and reporting. Proven ability to coach and develop high-performing teams, reinforcing feedback, recognition, and career growth. What You'll Do and Impact: Lead the DS Smart Customer Success team, overseeing daily operations, development, and performance management. Own and continuously refine workflows that drive onboarding, adoption, retention, and customer satisfaction. Leverage data to measure team success, monitor KPIs, and improve productivity and outcomes. Champion the use of technology-including AI and automation-to streamline manual tasks and accelerate customer value. Collaborate with Product, Engineering, Sales, Operations, and other teams to drive alignment and resolve escalations. Drive results-focused outcomes including fast onboarding, strong 12-week adoption, churn reduction, and scalable customer growth. Experience: 5+ years in Customer Success, Customer Experience, or a related customer-facing function 2+ years of people leadership experience Proven success driving measurable customer outcomes Strong background in process improvement and workflow design Proficiency in CRM tools and customer engagement platforms Excellent communication and coaching capabilities Ability to travel by car and/or plane up to 10-15% Valid, unexpired driver's license with satisfactory driving record Additional Items of Interest: Experience in healthcare technology or supporting multi-site customers Familiarity with AI tools and automation for customer success Background in scaling CSM operations in a high-growth SaaS or tech-enabled environment Job to be performed in the location listed. Generous benefit package available. Click here to learn more. Direct Supply, Inc. and its U.S. subsidiaries are equal opportunity and affirmative action employers committed to diverse workforces. © 2013 to 2025 Direct Supply, Inc. All rights reserved.

Job Description C2's client is a global software company that believes ecommerce platforms should enable sustainable growth. More than a software provider, they act as a strategic partner in the evolution of ecommerce, helping businesses scale, improve efficiency, and deliver exceptional digital customer experiences. They are seeking a dedicated Customer Success Manager (CSM) with a strategic lens, a customer-first mindset, and a drive to proactively own their portfolio of accounts. The right candidate works urgently, communicates progress clearly, anticipates customer and leadership needs, and doesn't wait to be told what comes next-they bring new ideas and continuously move the company, and client outcomes, forward. Start Date: ASAP Duration: Full-time, Direct Hire Location: Hybrid - Milwaukee, WI area preferred Compensation: Commensurate with experience Technology: Client provides hardware and software Interview Process: Zoom interview with direct supervisor for the role DISC Assessment Onsite interview with owner and C-Suite execs - may be stretched over 2 onsite interviews based on availability Responsibilities: Lead collaborative onboarding and implementation for new customers, working closely with internal product, launch, and partner teams Serve as an expert on client's SaaS products, maintaining up-to-date functional and technical knowledge Manage a portfolio of accounts, building long-term relationships and acting as a trusted industry advisor Act as the voice of the customer, collaborating with product teams, shaping roadmaps, and championing feature improvements through client feedback Apply industry acumen to address, anticipate, and translate customer business needs, especially for manufacturing and distribution businesses Develop customer success plans outlining critical milestones, goals, and proactive solutions Focus on customer retention and growth by leveraging business intelligence to identify pain points and deliver value-driven recommendations Monitor customer health through data analytics; analyze performance trends and provide strategic feedback for continuous improvement Advise customers on best practices and change management, helping them demonstrate product value and secure internal buy-in Mentor other CSMs and contribute to a culture of team growth, knowledge sharing, and constructive feedback Qualifications & Skills Required: Minimum 5 years' experience in customer success, account management, or client services within ecommerce SaaS Deep knowledge of ecommerce, the digital application ecosystem, and understanding of manufacturing/distribution models Demonstrated ability to analyze customer challenges and craft strategic solutions Dedicated customer success mindset, focused on fostering lasting relationships and driving client retention Adaptable, proactive, and positive under pressure; able to effectively “manage up” and communicate initiative to leadership Outstanding written and verbal communication skills, and the ability to influence at all levels Nice to Have: Strong network or contacts in the ecommerce sector Technical aptitude to discuss integrations and digital platforms in detail Not your type of gig, but know someone who would be interested? Refer a qualified candidate, and if they get the job, you get a signing bonus! (Make sure they mention your name as their referral source so you get your well-deserved credit!) All candidates must be located and authorized to work in the United States. C2 does not sponsor work visas. No C2C.

Job DescriptionHHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Our employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states. HHAeXchange is seeking a proactive and experienced Customer Success Manager (CSM) to join our dynamic team. In this pivotal role, you will manage a portfolio of up to 80 mid-market customers, guiding them through the entire lifecycle from contract signature to renewal and expansion. This segment requires scalable engagement strategies, operational excellence, and efficient success planning to support a higher volume of accounts with varied needs. The ideal candidate will be skilled in proactive communication, playbook-driven success motions, and driving strong adoption to support renewal and satisfaction. While this role is not quota-carrying, your success will be measured by your ability to drive exceptional net retention and collaborate with our quota-carrying Account Management team to identify areas of expansion. This is a hybrid position out of our Midtown Manhattan, NYC office location. To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily with or without reasonable accommodations. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Essential Job Duties Own and manage the end-to-end relationship for a portfolio of assigned HHAeXchange customers, including onboarding, adoption, value realization, renewal, and expansion. Develop and maintain strong relationships with key customer stakeholders, including executive decision-makers, to understand their business objectives and ensure alignment with HHAeXchange solutions. Proactively monitor customer health, identify and mitigate risks, and lead strategic conversations to demonstrate the ongoing value and ROI of HHAeXchange products. Drive high renewal rates within your portfolio and collaborate with the sales team to identify and nurture expansion opportunities based on deep understanding of customer needs and successes. Net retention, customer health, adoption, and advocacy will be key performance metrics for this role. Confidently lead business reviews and strategic discussions with senior client leadership, articulating value and influencing decision-making. While not a technical support role, this role requires being able to comfortably engage in technical discussions, understand customer workflows, and effectively communicate technical concepts to non-technical audiences. Leverage extensive experience with generative AI tools and prompt engineering to enhance customer engagement, develop strategic insights, and optimize internal processes. Serve as a customer advocate internally, working closely with Product Management to relay customer feedback and contribute to the continuous improvement of our offerings. Collaborate with Sales, Implementation, and Support teams to ensure a seamless customer experience. Utilize customer data and analytics to track progress, identify trends, and proactively address customer needs. Use Gainsight and Salesforce to manage customer relationships, retention, and health. Other Job Duties Other duties as assigned by supervisor or HHAeXchange leader. Travel Requirements Travel 10-25%, including overnight travel Required Education, Experience, Certifications and Skills Bachelor's degree in a related field or equivalent practical experience. Proven experience (3+ years) in Customer Success, Account Management, or a similar client-facing role within the enterprise SaaS industry. Demonstrated ability to manage a similar sized portfolio of customers and drive strong net retention. Excellent executive presence and communication skills, with the ability to engage and influence senior-level stakeholders. Strong analytical and problem-solving skills, with a data-driven approach to customer management. Proficiency in using Customer Success platforms (e.g., Gainsight), CRM systems (e.g., Salesforce), and other relevant business tools. Extensive hands-on experience with generative AI tools and prompt engineering techniques. Previous experience in the healthcare technology sector, particularly with Medicaid programs, is a significant plus but not required. Ability to work independently and manage multiple priorities in a fast-paced environment. The base salary range for this US-based, full-time, and exempt position is $90,000 - $105,000, not including variable compensation. An employee's exact starting salary will be based on various factors including but not limited to experience, education, training, merit, location, and the ability to exemplify the HHAeXchange core values. This is a benefits-eligible position. HHAeXchange offers competitive health plans, paid time-off, company paid holidays, 401K retirement program with a Company elected match, including other company sponsored programs. HHAeXchange is an equal-opportunity employer. The Company offers employment opportunities to all applicants and employees without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, medical condition, marital status, veteran status, citizenship, genetic information, hairstyles, or any other status protected by local or federal law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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

Job DescriptionSauce is a premier restaurant technology platform that helps businesses grow with our Commission-Free Delivery & Pickup structure and proprietary delivery optimization technology. We are serving a 105 billion dollar US local restaurant business. Headquartered in NYC and Tel-Aviv, Sauce wants restaurants to fulfill their highest potential, this means giving local establishments everything they need to connect directly with their customers. The Sauce team pools together decades of restaurant tech experience, along with seasoned tech, sales, marketing, product and operations executives who produce an industry-changing delivery system for successful local restaurants and chains. We are looking for a Customer Success Manager (CSM) to help secure the long-term success of our restaurant partners. You will provide support throughout their entire life cycle from onboarding, to adoption, to retention. This role is essential to ensuring that our customers have a world-class experience and opportunities to further develop their business.The Sauce CS team is the heartbeat of our customers. We are a diverse, global team working to help our customers meet their business goals through creative problem-solving, data and deep product knowledge. We're empathetic relationship builders, curious minds, doers, thinkers, strategizers, and friendly humans. The passion we have for the Sauce mission makes it easy to be obsessed with our customers. This role is remote and reports to the Director of Customer Success. What You'll Do Own & Grow Your Book of BusinessManage a portfolio of NYC-based restaurant partners, owning adoption, health, renewals, and net revenue retention (NRR). Forecast renewals and expansion accurately, consistently hitting or exceeding quarterly targets. Identify upsell, cross-sell, expansion, and referral opportunities, partnering with Sales to close. Drive Adoption, ROI & RetentionLead onboarding reinforcement, ongoing enablement, and change management for operators and their teams. Clearly translate Sauce's impact into “orders gained,” “fees avoided,” and “profit protected.” Conduct data-driven QBRs, health checks, and in-person visits to reinforce value and uncover growth opportunities. Be the Voice of the CustomerGather structured and unstructured feedback from restaurant partners. Identify trends, diagnose root causes, and escalate insights to Product and Operations to improve the platform and customer experience. Serve as a senior-level escalation point for high-impact or time-sensitive issues, ensuring fast resolution and clear communication. Lead Cross-FunctionallyPartner closely with Onboarding to ensure smooth go-lives and early success. Collaborate with Support, Sales, Marketing, and Leadership to share playbooks, best practices, and voice-of-customer insights. Contribute to the evolution of CS processes, metrics, and playbooks as Sauce scales. What Sets You Up For Success 5+ years of experience in Customer Success, Account Management, or Strategic Partnerships (SaaS preferred). Experience managing restaurant, hospitality, or multi-location SMB accounts is strongly preferred. Strong understanding of off-premise ordering, delivery logistics, and restaurant unit economics. Comfortable working in Salesforce, HubSpot, or similar CRMs, and fluent in Excel/Google Sheets for KPI analysis. Confident, consultative communicator who can coach busy operators in person and over Zoom. Highly organized, data-driven, and proactive-you anticipate issues before they become problems. Comfortable traveling ~40% locally within the NYC market for onsite visits and relationship building. Passion for helping local businesses grow and win. Knowledge of Hebrew is a big plus. What We Offer Strong & Competitive Compensation Package Company-Sponsored Insurance Package (Health, Dental, Vision, Mental Health) Paid Parental Leave Flexible Work Environment Responsible Paid Time Off Policy Sauce is an equal opportunity workplace and an affirmative action employer. We welcome all qualified applicants regardless of race, color, ancestry, religion, sex (including pregnancy and related conditions), national origin, sexual orientation, age, marital status, disability (physical or mental), gender identity, gender expression, genetic information, veteran status, citizenship, immigration status, or any other classification, category or characteristic protected by applicable federal, state or local laws. We understand the importance of creating a more diverse and inclusive workplace and celebrate our employees for their differences. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Customer Support Account Manager - Build Lasting Relationships and Drive Customer Success! Are you a relationship-driven professional with a passion for delivering exceptional customer experiences? Do you thrive in a dynamic environment where you can make a tangible impact? Join Western States, an industry leader in innovation, and #PlaceYourStampHere as our next Customer Support Account Manager in Butler, WI, just minutes from Milwaukee! ABOUT WESTERN STATES Since 1908, Western States has been a cornerstone in our industry, fostering a culture of longevity and employee satisfaction. We're not just a company; we're a community. With 48% of our team members celebrating 10+ years of service, you'll find a supportive and experienced environment where you can truly build a lasting career. Discover the vibrant atmosphere and team spirit at Western States by visiting our Facebook page! YOUR IMPACT As a Customer Support Account Manager, you will be the trusted advisor and primary point of contact for our key accounts. Your expertise in building strong client relationships and delivering exceptional support will drive customer satisfaction and loyalty. KEY RESPONSIBILITIES Strategic Relationship Management: Cultivate and maintain strong, long-lasting relationships with assigned customer accounts through proactive communication and engagement. Customer Advocacy: Serve as the primary point of contact for all customer inquiries, requests, and escalations, ensuring timely and effective resolution. Needs Assessment and Solutions: Proactively understand client needs and objectives, collaborating with internal teams to deliver tailored solutions and exceed expectations. Issue Resolution and Escalation Management: Effectively handle escalations and resolve customer complaints or issues with professionalism and efficiency. Opportunity Identification: Identify opportunities to upsell additional products or services, contributing to revenue growth and customer value. Reporting and Analysis: Generate insightful reports on customer interactions and account performance, providing valuable insights for continuous improvement. WHY CHOOSE WESTERN STATES Work-Life Balance: Enjoy a healthy work-life balance with 9 paid holidays and a supportive company culture. Competitive Compensation and Benefits: Receive competitive pay, regular raises, a comprehensive benefits package, and a 401k with company match. Career Growth and Stability: Join a stable, family-owned company with a rich history and a commitment to employee development. Impactful Work: Make a tangible difference by building strong relationships and driving customer success. Location: Enjoy working in Butler, WI, just minutes from Milwaukee. Qualifications Proven Account Management Experience: Demonstrated success in account management or a similar customer-facing role, with a track record of building and maintaining strong client relationships. Exceptional Communication Skills: Excellent verbal and written communication skills, with the ability to build rapport and establish trust with customers. Problem-Solving Expertise: Strong problem-solving and decision-making abilities, with a focus on delivering effective and timely solutions. Customer-Centric Mindset: A genuine passion for providing outstanding customer service and exceeding customer expectations. Proactive and Organized: Ability to manage multiple priorities, anticipate customer needs, and work independently in a fast-paced environment. Positive Attitude: An enthusiastic, motivated, and positive approach to work, contributing to a collaborative team environment.

Level/Function: Specialist, Client Success Title: Client Success Manager BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the Client Success Manager: Are you passionate about delivering exceptional client experiences and ensuring operational excellence? We're looking for a detail-oriented Client Success Manager to join our team and take ownership of day-to-day client interactions. In this role, you'll be responsible for managing the relationship with our tactical client base ensuring we are meeting day-to-day needs. This is a hands-on position ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in keeping clients informed, supported, and successful. Duties and Responsibilities of the Client Success Manager: Client Management and Reporting * Proactively manage day-to-day client health, reporting, and incident follow-up * Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight * Review and raise concerns related to billing, invoices, and SLA reporting * Act as point of escalation for project delivery and high-impact client issues * Facilitate and manage client risk assessments and VOC representation * Monitor and document client KPIs, project trends, and escalate concerns as needed * Capture and distribute client meeting notes and call logs * Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment * Lead and track Statement of Work (SOW) processes * Attend client conferences and represent the organization professionally * Oversee PDLC from estimation through implementation with deep understanding of delivery lifecycle Client Interactions * Manage pre- and post-contract fulfillment, including governance meetings and client engagement * Serve as first point of escalation for Client Services inquiries related to contracts, invoices, projects, and incidents * Coordinate client visits, including itinerary planning, agendas, and entertainment * Identify and implement client education and training programs * Maintain visibility into the status of all client-initiated work and ensure timely follow-up Skills and Experience of the Client Success Manager: * Bachelor's degree in Business Administration or related field, or equivalent professional experience * 5+ years in client success or relationship management within financial services * Proven communication and interpersonal skills with a proven ability to build and maintain client relationships * Experience at a technology firm serving the financial services industry, ideally with a focus on Wealth Management * Familiarity with back-office operations such as custody and clearing, proxy/prospectus handling, cost basis, and tax reporting Compensation: We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $75,000 #LI-Remote

Level/Function: Specialist, Client Success Title: Client Success Manager About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the Client Success Manager: Are you passionate about delivering exceptional client experiences and ensuring operational excellence? We're looking for a detail-oriented Client Success Manager to join our team and take ownership of day-to-day client interactions. In this role, you'll be responsible for managing the relationship with our tactical client base ensuring we are meeting day-to-day needs. This is a hands-on position ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in keeping clients informed, supported, and successful. Duties and Responsibilities of the Client Success Manager: Client Management and Reporting Proactively manage day-to-day client health, reporting, and incident follow-up Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight Review and raise concerns related to billing, invoices, and SLA reporting Act as point of escalation for project delivery and high-impact client issues Facilitate and manage client risk assessments and VOC representation Monitor and document client KPIs, project trends, and escalate concerns as needed Capture and distribute client meeting notes and call logs Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment Lead and track Statement of Work (SOW) processes Attend client conferences and represent the organization professionally Oversee PDLC from estimation through implementation with deep understanding of delivery lifecycle Client Interactions Manage pre- and post-contract fulfillment, including governance meetings and client engagement Serve as first point of escalation for Client Services inquiries related to contracts, invoices, projects, and incidents Coordinate client visits, including itinerary planning, agendas, and entertainment Identify and implement client education and training programs Maintain visibility into the status of all client-initiated work and ensure timely follow-up Skills and Experience of the Client Success Manager: Bachelor's degree in Business Administration or related field, or equivalent professional experience 5+ years in client success or relationship management within financial services Proven communication and interpersonal skills with a proven ability to build and maintain client relationships Experience at a technology firm serving the financial services industry, ideally with a focus on Wealth Management Familiarity with back-office operations such as custody and clearing, proxy/prospectus handling, cost basis, and tax reporting Compensation: We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $75,000 #LI-Remote

What this role will entail: We are seeking a Client Success Manager is a client-facing key role in our delivery service offering to our clients. The CSM is considered an executive partner to our clients and works directly with client C-Suite to understand their business needs and how technology can help them best achieve these needs. The CSM also works closely with our internal teams to make sure the client is aligned to business standards through Technology Business Reviews and infrastructure improvement projects. This position is critical in helping clients mitigate risk and increase productivity. Accountabilities: Serve as the main point of contact for clients and build long-term, trusted relationships. Proactively engage with customers to understand their goals and challenges. Assist with onboarding new clients. Represent the customer's needs to internal teams like product and development. Drive customer satisfaction, loyalty, and account growth. Indicators that this will be the role for you: Strong knowledge of IT services Previous account management experience Former experience with an MSP is highly valued! Business background is a plus! Excellent communicator and presenter - equally comfortable with CEOs and technicians More about us: At LeadingIT, our people and our culture are at the heart of everything we do. We are a growing, security-focused MSP that runs on the Entrepreneurial Operating System (EOS). This means clarity, accountability, and alignment are not buzzwords here. They are how we operate every single day. We want everyone on our team to live their EOS life, which means having the ability to do what you love, with people you love, while making a huge difference, being compensated appropriately, with time for other passions. Our core values are not posters on the wall. They are who we are. Accountable. Staying Positive. Chase Excellence. Driven. Humbly Confident. If these values describe how you show up in your work and with your clients, you will fit right in here. Our all-inclusive total compensation and benefits package for this role includes: Salary is based on your experience, drive and the value you can bring our company; and is in the range of $55,000 to $60,000 per year. Ascension plan if applicable We provide 100% company paid health, dental, life, and vision benefits - value of $4,500 to $14,000/year We match 5% of your contributions to Guideline 401k - value of 5% of salary. Open Door PTO policy Company provided gear as well as company clothing. Our hiring process: Submit your application If we like what we see, we will reach out to schedule a video interview For a more in depth look at our jobs/benefits/hiring timeline check out ***************************

Company DescriptionJobs for Humanity is partnering with Quad to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Quad Job DescriptionAs a global marketing experience company, Quad's goal is to help our clients win every day. We use our data-driven integrated marketing and manufacturing platform to streamline solutions for our clients, reduce friction and enhance their marketing spend effectiveness. We've built a rich legacy by believing in our people, allowing them to act like owners and to take charge of their own success. Whether an operator, sales rep, a graphic artist or a clinician, we're all driven to perform at our best- for ourselves and our clients. At our core, we're a company that believes we can always create a better way. Quad Packaging, a business unit of Quad, is seeking a folding carton Account Manager. As a market leader in books, magazines, catalogs and newspaper inserts, Quad has expanded its operations to include commercial printing and packaging. With equipment that includes large format offset printing, foil stamping, embossing, coating and folding carton converting, combined with interactive print solutions and extensive media offerings we can provide unique value to our folding carton customers. The Account Representative plays an instrumental role as the liaison between the customer, sales reps, and all production areas. The Account Representative will handle projects from receipt of order through final shipment, and will assist in troubleshooting and monitoring job progress through final invoice. The location for this position is onsite in office at our Franklin, WI facility. The Account Representative is responsible for understanding the customer's expectations, and for advocating for the successful completion of the job within the plant. The Account Representative responsibilities are extremely detailed oriented; the Account Representative enters job specifications in the ERP, and communicates with various operational areas verbally and through the job ticket. Account Representatives are key representatives in Quad's endeavor to deliver “Best in Class” service. Meeting customers' needs through quality production and on time delivery, Making it easy to do business with Quad through providing responsive internal and external communication, and Making it enjoyable to do business with us through a positive, “Can Do” approach creates lasting relationships where customers will continue to view Quad as their lead Specialty Print Partner. Responsibilities: Assist in building strong relationships with customers by working through internal systems and processes to meet their requirements. Advocates for Customer (internal or external) through the plant. Collaborate with a network of support resources to satisfy customer expectations. Understand and leverage basic company offerings and recommends solutions to achieve customer's objectives. Responsible for seamless and transparent execution from order acceptance through final product delivery (ship/mail). Review order and verify client materials (art/data) and specifications with customer and internal processing departments. Review the estimate to determine appropriate production plan. If no estimate is available work with pre-press and manufacturing department leads to determine the best way to produce the order. Work with plant scheduler to provide customer a schedule that is agreeable and workable for the plant. Monitor schedule to ensure timely receipt of client materials and approvals to enable adherence to schedule and delivery commitments. Timely updates to ensure customer changes are communicated, captured and billed. Assist in the development and maintenance of customer profiles to document knowledge of customer expectations and critical components of customer requirements. Able to marshal the appropriate resources to ensure their client's work is executed and can clearly identify when to seek assistance from internal experts when customer specification changes occur. Confirm that the estimate and/or pricing meets the specifications of the actual production order. If it does not, resubmit the pricing and advise the sales team as needed. Participate in customer onboarding meetings /process Participate in internal pre-production meetings to discuss orders and their specifications Accurate and complete job specs entered into the ERP system. Highlight all critical components, customer concerns and expectations. Communicate any issues with art/data files to the customer along with proposed solutions/options. Qualifications: 2+ years experience as an Account Representative in print/production Demonstrated commitment to service excellence and customer advocacy Demonstrated ability to successfully complete multiple tasks and responsibilities by managing priorities and maintaining schedule commitments. Excellent verbal and written communication skills to effectively interact with all levels of the organization and internal or external clients and prepare professional correspondence (emails, letters, and reports) Self-starter and decision maker, who can effectively execute work to achieve objectives. Proficient personal computer skills including ERP systems Demonstrated commitment to team-work; a collaborative approach w/co-workers #LI-TK1 We offer excellent benefits to eligible employees, including 401(k), holidays, vacations and more. Quad is proud to be an equal opportunity employer and values diversity. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Quad does not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Quad also prohibits harassment of applicants and employees based on any of these protected categories. Drug-Free Workplace

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

Job DescriptionAbout UsSauce is a restaurant technology platform helping local businesses grow through commission-free delivery and pickup, powered by our proprietary delivery optimization technology. We serve a $105B+ U.S. local restaurant market and help restaurants own their digital and delivery operations end-to-end. We're a team that acts fast, stays close to the details, communicates with optimism, and supports one another relentlessly. We care deeply about delivering value for customers, improving a little bit every day, and using data and insight-not guesswork-to guide decisions. When challenges come up (and they do), we solve them together. The OpportunitySauce's Customer Success and Onboarding engines are already running with established processes and strong customer satisfaction. Now we're looking for a Head of Customer Success & Onboarding to strengthen, scale, and streamline these functions. This is a true player-coach role. You'll own strategic accounts and complex onboardings yourself, while elevating how the team operates-tightening predictability, sharpening communication, and making the customer journey more efficient and more consistent. You'll help the team execute with clarity and confidence, ensure customers feel supported at every step, and build systems that reduce friction for everyone. Success in this role means smoother go-lives, better adoption, clearer expectations, and customers who stay and grow because Sauce has become essential to their business.What You'll Own Team & Customer Outcomes Own team-level NRR/GRR, activation, time-to-value, and product adoption. Lead both CSM and Onboarding teams across customer segments-from long-tail to VIP. Ensure every customer follows a clearly defined, well-supported journey from contract to “Sauce is indispensable.” Create a culture where follow-through, collaboration, and steady execution build trust-internally and with customers. Build + Do (Player-Coach) Maintain, refine, and document onboarding and success playbooks so expectations are clear and consistent. Personally manage a small portfolio of strategic, complex, or at-risk accounts to stay close to customer needs and team realities. Work closely with Support to resolve issues quickly, spot patterns, and help translate learnings into product or process improvements. Model persistence, positivity, and outcome-oriented problem-solving for the team. Process & Tooling Maintain clean health scores, workflow tracking, and task management across the CS platform/CRM. Define and track SLAs for onboarding, activation milestones, and ongoing engagement. Partner with RevOps/Ops to maintain dashboards that give the team clarity and help guide day-to-day priorities. Use data to identify bottlenecks and opportunities-testing improvements and iterating thoughtfully. Cross-Functional Collaboration Align with Sales on clean, predictable handoffs and standardized customer expectations. Partner with Product to surface customer insights, support betas, and ensure feedback drives continuous improvement. Work with Marketing to generate testimonials, case studies, and referrals from successful customers. Foster open, positive communication across functions so teams move in sync. What Success Looks Like First 90 Days - Organize & Uplevel Develop a clear understanding of current CS and Onboarding workflows, identifying friction points and opportunities. Tighten handoffs, communication rhythms, and milestone tracking across the customer journey. Implement a handful of practical, impactful improvements-such as more structured kickoff flows, simplified checklists, or improved internal visibility. First Year - Consistent, Scalable Customer Journeys Deliver more predictable onboarding timelines and smoother go-lives for all customer segments. Improve logo retention and NRR across the team's managed book of business. Reduce reliance on tribal knowledge by codifying processes, expectations, and best practices. Build a high-performing, trusted team with clear goals, strong coaching rhythms, and healthy cross-functional relationships. What You Bring Must-Have 6-8+ years in Customer Success and/or Onboarding within B2B SaaS, with 2-4 years leading teams. A proven ability to improve retention, adoption, onboarding speed, or customer health. Comfort operating at the detailed level-workflows, tickets, handoffs, timelines, and process mapping. Excellent communication skills, with empathy for busy, often non-technical SMB customers. A leadership style rooted in clarity, consistency, persistence, and positive problem-solving. Ideal Experience working with restaurants or other local SMBs. Experience overseeing both onboarding and post-go-live success under one team. Familiarity with CS tools, playbooks, automation, and lightweight operational systems. Why Sauce You'll inherit a function with strong foundations-and have the runway to make it far more consistent, scalable, and impactful. If you enjoy being close to customers, guiding a team through complex day-to-day operations, and transforming messy systems into simple, reliable journeys, this role will feel energizing. At Sauce, we move quickly, communicate openly, persevere through challenges, and help each other succeed. If that style of work resonates with you, we'd love to meet you. What We Offer: Strong & Competitive Compensation Package, Including Equity Company-Sponsored Insurance Package (Health, Dental, Vision, Mental Health) Paid Parental Leave Flexible Work Environment Responsible Paid Time Off Policy We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Level/Function: Specialist, Client Success Title: Client Success Manager About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the Client Success Manager: Are you passionate about delivering exceptional client experiences and ensuring operational excellence? We're looking for a detail-oriented Client Success Manager to join our team and take ownership of day-to-day client interactions. In this role, you'll be responsible for managing the relationship with our tactical client base ensuring we are meeting day-to-day needs. This is a hands-on position ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in keeping clients informed, supported, and successful. Duties and Responsibilities of the Client Success Manager: Client Management and Reporting Proactively manage day-to-day client health, reporting, and incident follow-up Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight Review and raise concerns related to billing, invoices, and SLA reporting Act as point of escalation for project delivery and high-impact client issues Facilitate and manage client risk assessments and VOC representation Monitor and document client KPIs, project trends, and escalate concerns as needed Capture and distribute client meeting notes and call logs Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment Lead and track Statement of Work (SOW) processes Attend client conferences and represent the organization professionally Oversee PDLC from estimation through implementation with deep understanding of delivery lifecycle Client Interactions Manage pre- and post-contract fulfillment, including governance meetings and client engagement Serve as first point of escalation for Client Services inquiries related to contracts, invoices, projects, and incidents Coordinate client visits, including itinerary planning, agendas, and entertainment Identify and implement client education and training programs Maintain visibility into the status of all client-initiated work and ensure timely follow-up Skills and Experience of the Client Success Manager: Bachelor's degree in Business Administration or related field, or equivalent professional experience 5+ years in client success or relationship management within financial services Proven communication and interpersonal skills with a proven ability to build and maintain client relationships Experience at a technology firm serving the financial services industry, ideally with a focus on Wealth Management Familiarity with back-office operations such as custody and clearing, proxy/prospectus handling, cost basis, and tax reporting Compensation: We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $75,000 #LI-Remote

Job DescriptionHHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Our employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states. We're looking for an experienced Digital Customer Engagement Manager to join our Customer Experience team and lead the strategic design and execution of automated digital customer journeys that deliver exceptional customer experiences. This role is focused on helping our state/payer-sponsored homecare provider customers successfully adopt the HHAeXchange platform and realize its full value throughout every stage of their lifecycle. In this role, you will own digital engagement programs that drive provider activation and result in measurable adoption of our platform, aligned with defined milestones and strategic goals. You'll create scalable one-to-many engagement programs-including automated onboarding and adoption workflows, in-app experiences, targeted email campaigns, in-person events, office hours and webinars-that guide providers from initial onboarding through sustained platform use. Your work will be data-driven and outcome-oriented, with a strong emphasis on delivering the right message at the right time to drive action and reduce friction. Success will be measured in provider activation, platform adoption targets, and customer sentiment (i.e. NPS, CSAT). Success in this role requires deep understanding of the customer journey, from implementation to long-term engagement. You'll collaborate cross-functionally with teams such as Payer Customer Success, Implementation, Sales & Marketing, Technical Support, Customer Training, Internal Enablement, and Product. You'll also leverage tools like Pendo, Salesforce, and HubSpot to orchestrate and optimize digital touchpoints that scale customer success. This role follows HHAeXchange's hybrid work model, with an expectation to report to an HHAeXchange office if located within commuting distance of the NYC or Minneapolis Metro office locations (typically 3 days/week). To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily with or without reasonable accommodation. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.Essential Job Duties Own the digital customer engagement strategy and execution for providers participating in state or payer-sponsored EVV programs, ensuring seamless progression through onboarding, adoption, and value realization. Design and execute automated customer journeys: drive the end-to-end digital experience (email, in-app messaging, webinars, and resource hubs, etc.) to drive platform adoption and deliver value to the right user/customer at the right time in their journey based on customer segmentation and lifecycle stage. Continuously optimize based on performance insights. Lead a cross-functional governance cadence for digital engagement across Payer CSMs, Payer Implementation, TCC, Marketing, and Product to support optimizing digital experiences and ensuring consistent, coordinated communication throughout the provider journey. Define and own the digital communications calendar by state/payer. Partner with Product to drive feature adoption from our sponsored provider segment via Pendo/in-app. Measure & Optimize - Own KPI framework & reporting (activation, adoption, NPS/CSAT) for sponsored providers and publish a quarterly scorecard. Use data-driven insights to iterate and improve campaign strategies, always keeping the customer experience at the center. Ensure compliance across State/Payer contracts: ensure all communications and digital programs align with contractual requirements across state programs. Deliver accurate, timely, and consistent messaging across every state/payer program rollout. Serve as subject matter expert on activation and adoption championing best practices and mentioning partners across communications, enablement and customer experience Other Job Duties Other duties as assigned by supervisor or HHAeXchange leader Travel Requirements Travel up to 10%, including overnight travel Required Education, Experience, Certifications and Skills Bachelor's degree or equivalent experience in communications, marketing, or related field. 5+ years of experience in digital engagement strategy or customer communications and customer success/engagement roles. Experience leading enterprise-scale digital programs across segments; strong analytical acumen (turning data into experience design changes). Proven experience working with a scaling portfolio of customers, automating customer experiences, and driving adoption and value outcomes. Proven ability to influence senior stakeholders in a matrixed org; budget/vendor management a plus Direct experience in the home care industry, with an understanding of the agency/provider perspective preferred Experience coordinating across multiple internal departments to deliver cohesive customer engagement strategies. Familiarity with state-sponsored healthcare programs or other regulated environments is highly preferred. Proven ability to manage customer-facing communications, including product releases, market updates, incident/crisis communications, creation of webinars, and landing pages. Strong writing, editing, and messaging skills with the ability to translate complex concepts into customer-friendly language. Skilled in leveraging platforms such as Pendo, HubSpot, and other customer engagement tools to design and deliver campaigns that drive adoption and engagement. Familiarity with segmentation strategies for targeting communications. Strong organizational and project management skills with the ability to handle multiple priorities. Excellent verbal and written communication skills; able to influence and collaborate with cross-functional stakeholders. Calm under pressure, with the ability to deliver clear, transparent communication during incidents. Willingness to explore and adopt AI tools responsibly to enhance productivity and innovation in your role. The base salary range for this US-based, full-time, and exempt position is $110,000 - $120,000 not including variable compensation. An employee's exact starting salary will be based on various factors including but not limited to experience, education, training, merit, location, and the ability to exemplify the HHAeXchange core values. This is a benefits-eligible position. HHAeXchange offers competitive health plans, paid time-off, company paid holidays, 401K retirement program with a Company elected match, including other company sponsored programs. HHAeXchange is an equal-opportunity employer. The Company offers employment opportunities to all applicants and employees without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, medical condition, marital status, veteran status, citizenship, genetic information, hairstyles, or any other status protected by local or federal law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.