Customer success manager jobs in Phoenix, AZ - 761 jobs

* Candidate must reside in MST or PST state* Say hello to opportunities. It's not everyday that you consider starting a new career. We're RingCentral, and we're happy that someone as talented as you is considering this role. First, a little about us, we're a $2 Billion annual revenue company with double digit Annual Recurring Revenue (ARR) and a $93 Billion market opportunity in UCaaS, Contact Center and AI-powered adjacencies. We invest more than $250 million annually to ensure our AI-enabled technology and platforms meet or exceed the needs of our customers. RingSense AI is our proprietary AI solution. It's designed to fit the business needs of our customers, orchestrated to be accurate and precise, and built on the same open platform principles we apply to our core software solutions. This is where you and your skills come in. We're currently looking for: The Customer Success Manager serves as the direct support function to some of RingCentral's most valued and high-profile customers. As a critical piece of our land and expand efforts you will be a point person for our larger customers and will interface and orchestrate internal efforts with acquisition, implementation, technical support, etc. You will be positioned as a subject matter expert and all-around resource for servicing client's needs. To succeed in this role you must meet the following requirements: Develop strong customer relationships and serve in the role of RingCentral trusted partner. Proactively drive adoption across RingCentral's multiple product technology stack to ensure customers are maximizing ROI. Ensure customer satisfaction: facilitate QBRs, execute on mutual success plans, address technical demands, engage appropriate resources to ensure issues are being handled and escalated in a timely matter. Mitigate churn risk and protect portfolio MRR growth. Maintain and grow monthly recurring revenue for RingCentral's most valued customers. Project Management - quarterback internal and external initiatives. Act as sales liaison, build internal relationships to help drive growth expansion inside of the account, manage partner relationship to better support premium RingCentral customers. Partner cross-functionally with support, professional services, sales and marketing segments to create customer success that drives positive customer satisfaction and account growth. Execute and build out an Adoption strategy through consistent weekly, bi-weekly or quarterly business reviews to have a proactive approach with the account base. Desired Qualifications: 3 to 7 years plus of direct and verifiable major accounts-level customer success experience. Proven track record of success with a verifiable history of exceeding customer satisfaction and adoption goals. Driven by personal, team and company achievement with a commitment to excellence. Possess that rare blend of technical expertise and sales acumen wrapped in a strong customer-centric mentality. Strong analytical, problem-solving and dot-connecting skills with the ability to develop quick, accurate situational awareness. Enterprise-ready, solution-oriented mindset to understand and solve complex customer issues. Experience and comfort interacting with and influencing C-level executives. Strong communication skills - written and verbal - with understanding of situational best practices. Excellent presentation skills - from small to large audiences. Ability to lead, manage or influence both internal RingCentral resources as well as customer resources to achieve successful outcomes. Experience with VoIP technology, Contact Center technology and terminology including SIP, RTP, QoS, COS, and codecs preferred. Knowledgeable in advanced network troubleshooting and terminology including LAN/WAN, Routers, Firewalls, Switches, PBX deployment, TCP/IP (IPv4) preferred. BS or equivalent education and relevant experience What we offer: Comprehensive medical, dental, vision, disability, life insurance Health Savings Account (HSA), Flexible Spending Account (FSAs) and Commuter benefits 401K match and ESPP Paid time off and paid sick leave Wellness programs including 1:1 coaching and meditation guidance Paid parental and pregnancy leave and new parent gift boxes Family-forming benefits (IVF, Preservation, Adoption etc.) Emergency backup care (Child/Adult/Pets) Parental support for children with developmental and learning disabilities Pet insurance Employee Assistance Program (EAP) with counseling sessions available 24/7 Free legal services that provide legal advice, document creation and estate planning Employee bonus referral program Student loan refinancing assistance Employee perks and discounts program RingCentral's Global Service and Support team leads the post-sale experience for our customers-making sure their every need is met, and that they're able to use our products effectively and easily. As our customers' central point of contact, you'll champion their needs, share deep product knowledge, provide innovative solutions, and build relationships that show our customers what powering human connection really means. RingCentral's work culture is the backbone of our success. And don't just take our word for it: we are recognized as a Best Place to Work by Glassdoor, the Top Work Culture by Comparably and hold local BPTW awards in every major location. Bottom line: We are committed to hiring and retaining great people because we know you power our success. RingCentral offers on-site, remote and hybrid work options optimized for the ways we work and live now. About RingCentral RingCentral, Inc. (NYSE: RNG) is a leading provider of business cloud communications and contact center solutions based on its powerful Message Video Phone(MVP) global platform. More flexible and cost effective than legacy on-premises PBX and video conferencing systems that it replaces, RingCentral empowers modern mobile and distributed workforces to communicate, collaborate, and connect via any mode, any device, and any location. RingCentral is headquartered in Belmont, California, and has offices around the world. RingCentral is an equal opportunity employer that truly values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing reasonable accommodations for individuals with disabilities during our application and interview process. If you require such accommodations, please click on the following link to learn more about how we can assist you. If you are hired in Colorado, Nevada, Washington, California the compensation range for this position is between $70,700 and $113,000 for full-time employees, in addition to eligibility for variable pay, equity, and benefits. Benefits may include, but are not limited to, health and wellness, 401k, ESPP, vacation, parental leave, and more! The salary may vary depending on your location, skills, and experience.

***This a remote position but candidates must reside in Arizona, Colorado, Nevada or Utah to ensure proximity to our client base and occasional in-person meetings or events** Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., and Astrella Private Company Solutions, Inc. Learn more at: ******************* EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary The Stock Plans Service Manager will support the daily administration for a portfolio of Equity Compensation Services Clients. This role will give you exposure to top tier domestic and global clients in a fast paced and high growth oriented business unit. Every day will provide you the opportunity to optimize the clients' service and efficiency within their plans administration. Core Duties/Responsibilities The successful candidate will be responsible for the following: Support transactional workflows for Equity Plans including; grants, exercises, releases & purchases Document client procedures Maintain client service levels Liaison with brokers and transfer agents Project manage client initiatives Be an ambassador to the marketplace for our products and services Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviors: Post-secondary diploma or degree in Commerce, Business or similar area of focus is preferred 3+ years in the Equity Administration Industry Certified Equity Professional (CEP) certification is preferred; successful candidate must be willing to obtain designation within two years Expertise utilizing the Equitrax stock administration platform preferred but not required Experience in Transfer Agents and Employee Plans Demonstrated analytical, problem-solving skills, and strong attention to detail Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities Strong client facing and relationship skills including management of client calls, tracking client issues and overall stock plans administration Must be able to effectively read, write and speak English May require the need to travel to other locations Willing and able to work extended hours as needed Compensation $68,000 - $100,000 + Merit We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders, and each other the best possible tools, resources, and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for an experienced Commercial Lending Relationship Manager to join our Phoenix Team. Top candidates will have extensive knowledge of the Phoenix and surrounding communities with proven success, attracting new business relationships while deepening our existing customer relationships. This position focuses on identifying appropriate lending opportunities, soliciting and developing all types of business activity, specializing in commercial loans, participating in the development and recommendation of overall commercial loan objectives, policies and practices. Essential Functions: Support the development and maintenance of profitable commercial banking relationships. Establish, develop and maintain an aggressive prospect calling program to determine the scope of potential relationship opportunities and alignment with NBAZ core values and strategic objectives. Interpret and implement commercial loan policies and contribute effectively to a sound and profitable loan portfolio with maximum income and minimum losses. Minimize credit problems and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts. Make loan presentations and decision recommendations to senior lenders and/or loan committees. Participate in the completion of transactions with the sales team. Other duties as assigned. Qualifications: A four-year college degree in business, accounting, or finance is strongly preferred with 2+ years of direct commercial lending in C&I, or other complex commercial lending. An equivalent combination of education and experience may meet qualifications. Knowledge of commercial loans, credit and/or related lending processes and procedures is required. Local candidates are highly preferred. This role requires knowledge of local networks with expertise and pipelines in surrounding AZ communities. Knowledge of commercial credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc. A demonstrated ability to develop and maintain major banking relationships is strongly preferred. Applies highly advanced technologies, scientific principles, theories, and concepts in decision-making and problem-solving activities. Requires an in-depth knowledge of related fields and the ability to apply that information to the current role. Detail oriented, ability to work under pressure, manage multiple priorities, meet deadlines, and work independently. Excellent verbal, written, and interpersonal skills with strong financial and credit analysis skills are essential to this role. Creative problem solving, negotiation and presentation skills. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.

This position will assist in the management of all operational activities and associated costs of the assigned service center while maintaining a focus on maximizing production efficiencies and providing superior customer service. Our company believes in the Ideal Team Player. We follow the model behaviors of Humble (quick to point out the contributions of others), Hungry (self-motivated and diligent), Smart (socially appropriate and aware), Safety-Minded (works to lower safety risks, Quality-Minded (take pride in their work) and Attendance (recognizes their presence is important). ESSENTIAL JOB DUTIES & RESPONSIBILITIES: Monitoring inventory levels and, with the Managers approval, adjusting when appropriate Maintain a team member structure to accomplish the service center mission in an effective and efficient manner Assist in the Interview process and recommend applicants for hire When necessary, communicate with customers in person, on the telephone, executing superior customer service and communication skills Plan and coordinate work, train and motivate, monitor, and evaluate performance of service center team members; ensure their ability to safely operate material handling equipment to move materials to and from storage configurations; counsel, reward, and discipline, as necessary Maintain all equipment at a sufficient number and condition to accomplish the service center mission safely and effectively. Train team members to work productively with a high sense of professionalism, urgency, and orientation towards positive customer service Provide superior customer service by ensuring all Customer Pick-Up procedures, policies and processes are followed Monitor, document, and report inventory discrepancies and return goods Work in accordance with company safety policies and maintain a safe working environment Assist with asset control in shipment procedures and departmental security issues Assist in the coordination of shipping and delivery with Purchasing Department Prepares performance assessments and/or progress reports for Warehouse Customer Service Specialist (all levels). Responsible for documenting key events and any other pertinent information about said employees to use for the performance assessment Punctuality and regular attendance are essential to managing on-site customer service. Reviews daily warehouse schedule for the department to ensure proper coverage for the shift. Notifies Service Center Manager of any variances immediately. Completes appropriate HR forms for warehouse team members. Conducts safety and 5-S audits and maintains good housekeeping in the Service Center. Manage and document the delivery of products via company delivery vehicle. NON-ESSENTIAL JOB DUTIES & RESPONSIBILITIES: Supports the customer service, sales, and technical support function for all Service Spring Corp product divisions. Assist in administering order entry control and pricing policies consistent with company guidelines. Assist with the loading and unloading of trucks if necessary. Provides suggestions regarding new product and service opportunities. All other duties as assigned PHYSICAL DEMANDS & WORK ENVIRONMENT: Physical ability to do work requiring frequent lifting, twisting, bending, stooping, pulling, pushing, walking, and standing for 8+ hours per day Ability to frequently bend, stretch and lift up to 50 pounds Must be able to operate a forklift and have a clean driving record COMPETENCY, KNOWLEDGE, SKILLS & ABILITIES: Knowledge of overhead garage door products, garage door repair and installation Outstanding computer skills, proficiency in Microsoft Excel and Word is required Outstanding oral and written communication skills Must be friendly and patient Professional appearance and strong work ethic Ability to work independently and resolve issues based on discretion and good judgment Positive attitude Highly ethical Superior customer service skills Able to change focus frequently and often while being detail orientated and well organized Conflict resolution and problem solving are key components of this position as well Must be able to operate a forklift and have a clean driving record EDUCATION & EXPERIENCE: REQUIRED: High School diploma PREFERRED: Preferred: B.S. or B.A. in business or industrial related field The McAlear Group offers a full range of benefits for eligible employee including 401k, health and life insurance, Employee Assistance Program (EAP), disability coverage, and PTO

For over 75 years, Ashley Furniture has been the largest home furnishings manufacturer, transforming homes worldwide. With our customer base continuously growing, we are expanding our reach by opening more stores to meet the increasing demand. Our dedication to quality, style, and affordability has solidified our reputation as a trusted and recognized brand worldwide. Summary: The General Sales Manager is responsible for the day-to-day operations of the retail store. Responsibilities: Oversee all sales KPI's including but not limited to; volume, margin, closing ratio, sales per guest, bedding and protection. Handle all customer-related issues escalated above the Guest Experience Manager or Lead. Provide exceptional leadership with timely and effective communication to the sales, guest experience and visual teams. Coach members of the staff to build individual and team success in a professional manner. Audit the performance of employees in preparation to administer performance evaluations for assigned staff as needed. Maintain budgeted administrative costs including wages and supplies. Ensure complete and adequate documentation of procedures and tasks completed. Complete various report functions in a timely manner. Maintain proper staffing levels for each job code in accordance with company set budget levels. Prepare and administer performance evaluations for assigned staff. Coordinate and execute daily, weekly and monthly staff meetings. Work with the Visual Presentation Manager regarding product placement. Report changes in policy and other information to staff members. Other duties as assigned. Requirements & Qualifications: High School Diploma required 2 + years working in the retail industry 4 + years supervising in a retail industry Ability to motivate employees to achieve sales KPI's Ability to handle guest concerns in a timely manner Ability to interview and staff retail location What's In It for You: When you join us, you are eligible to participate in our comprehensive benefits programs, which include: Health, dental benefits, and vision insurance Employee Discount from 10% - 30% Life/Disability Insurance Flex Spending Account 401K Paid Time Off Apply today and find your home at Ashley! Ashley values its diversity and is proud to be an equal opportunity employer. All employment decisions are made on the basis of an individual's skills, qualifications, merit, and business need. To learn more about Ashley Furniture, our community engagement programs, environmental stewardship, and our core values, please visit our Corporate Social Responsibility information page: Corporate Social Responsibility

Wholesale Sales Manager Department: Sales / Wholesale Reports To: VP of Sales / CEO Status: Full-Time | Exempt At Origami Owl, we believe every piece tells a story-and every story has the power to inspire. From beautifully designed jewelry to heartfelt gifting moments, our mission is to help others look good, feel good, and do good. Position Overview The Wholesale Sales Manager is responsible for driving the growth and expansion of the company's wholesale channel through proactive outreach, strategic key account development, and high-volume relationship management. This role leads all wholesale retail accounts, attends major industry trade shows, and handles a significant pipeline of outbound and inbound sales opportunities through phone calls, Zoom meetings, and in-person conversations. This is a high-impact, high-visibility position for a sales professional who is motivated by revenue, enjoys building systems from scratch, and wants to play a foundational role in scaling the wholesale division. Year-one on-target earnings exceed $100,000+ with unlimited upside through a competitive commission structure. The ideal candidate is ambitious, relationship-driven, and excited to help build the processes, scripts, and playbooks that will support future team growth. Key Responsibilities Wholesale Account Management Build, manage, and grow relationships with wholesale retail partners: both existing and prospective. Oversee onboarding, account setup, ordering process, merchandising support, and ongoing communication. Ensure retailers are properly stocked, trained, and equipped with marketing materials and sell-through strategies. Monitor account performance and proactively provide strategic recommendations to improve outcomes. Establish and Manage Key Accounts Sales & Revenue Growth Develop and implement wholesale sales strategies to achieve aggressive monthly, quarterly, and annual revenue goals. Conduct regular phone and Zoom sales calls with retailers to present new collections, secure reorders, and close new accounts. Develop seasonal sales plans, promotional programs, and reorder cycles that drive consistent volume. Track KPIs, report performance trends, and adjust sales tactics to accelerate growth. Negotiate pricing, terms, and contracts where needed. Lead Generation & Business Development Identify, pursue, and secure new retail partners to expand the wholesale business nationally and internationally. Conduct structured outbound outreach (phone, email, Zoom) to build a strong pipeline of potential accounts. Maintain and update CRM pipelines with notes, tasks, and next-step activities. Execute systematic follow-up-multiple touchpoints per lead-to convert interest into confirmed orders. Expected activity metrics: 50-100 outbound touchpoints per week (calls, emails, follow-ups) Consistent weekly Zoom meetings with new and existing accounts Structured follow-up cycle after trade shows, samples, and outreach campaigns Trade Shows & Industry Events Plan, coordinate, and execute wholesale presence at industry trade shows, buying markets, and regional events. Serve as the primary storefront sales leader-sharing the collection, securing orders, and fostering long-term relationships. Conduct pre-show prospecting, scheduling, and outreach to maximize booth traffic. Complete all post-show follow-up through calls, emails, and Zoom meetings to convert leads into purchase orders. Expected travel: 8-12+ trade shows or industry events per year, depending on seasonality and growth goals. Collaboration & Internal Alignment Partner with logistics, product development, marketing, and finance teams to align on inventory, launches, product releases, and wholesale needs. Communicate retailer feedback and market insights to support forecasting, design direction, and assortment planning. Provide training and support to retail partners to enhance storytelling, merchandising, and sell-through. Qualifications 3-5+ years of experience in wholesale account management or B2B sales (fashion, accessories, lifestyle, or consumer goods preferred). Strong outbound sales skills with experience closing business over phone and Zoom. Proven track record of exceeding sales targets and growing revenue channels. Comfortable attending and selling at trade shows, events, and markets. Strong presentation, negotiation, and relationship-building capabilities. Proficiency with CRM tools (GoHigh Level, Hubspot, or similar). Organized, self-driven, and capable of managing a large pipeline of accounts. Willing to travel 20-40% of the time for trade shows and retailer visits. Compensation & Opportunity Base Salary + Competitive Commission Structure Year-One Expected Earnings: $100,000+ (OTE with no cap) Opportunity to help design and build the wholesale sales infrastructure, including CRM workflows, scripts, processes, and future hiring standards. High upside for long-term growth as the wholesale division scales into a larger sales team. Success in This Role Looks Like ✔ Consistent month-over-month revenue growth ✔ Top accounts nurtured and actively reordering ✔ Strong pipeline of new wholesale partners added each quarter ✔ High trade show ROI through bookings and follow-up conversions ✔ Efficient systems created to support future team expansion ✔ Improved wholesale sell-through and retailer engagement Perks Comprehensive medical, dental, and vision coverage Paid volunteer hours through the Giving Goodness Foundation™ Team discounts on all Origami Owl jewelry and collections Our Promise · At Origami Owl, you'll be part of a brand built on purpose, creativity, and connection. Together, we design more than jewelry-we design moments that matter. 💖

About Us Ylopo, LLC is a rapidly growing marketing and technology company providing internet marketing services and proprietary lead generation and engagement software to successful real estate agents across the country. We are seeking an outgoing, tech savvy individual to join our growing team. Why work for Ylopo? At Ylopo we offer team members: a commitment to personal development, guidance and support at a high level through interfacing with our Executive Team to prioritize goals as a company, excellent leadership and mentoring for our entry-level to senior staff, and recognition of outstanding efforts, team building events, team lunches/ happy hours, and other company wide events a supportive, caring environment dedicated to continuous learning and growth. Summary: We're looking for an Onboarding Success Manager to serve as the client's first strategic partner post-sale. This is a pivotal role in the client journey-setting the tone, expectations, and foundation for long-term success with Ylopo. You'll provide clients with an understanding of the implementation process, ensure they launch their account in a timely manner, shepherd them through the onboarding period, and seamlessly transition them to scaled or dedicated support. Team members well-suited to this role will have a track record of being detail-oriented, client-focused, and providing exceptional service, both internally and externally within an organization. They will have excellent communication skills, both through email/tickets and over the phone or via Zoom video. Candidates do not have to have prior experience working at software or marketing companies, but should be willing to learn the intricacies of the Ylopo product and understand how to guide clients through setup to use the product effectively. Most importantly, we're looking for candidates who are quick-thinking, detail-oriented, organized, patient, positive, and thoughtful. Requirements: Undergraduate degree preferred Previous experience in support, training, and customer service Professional manner Consistent work habits and strong work ethic Strong organizational skills and attention to detail Ability to multitask and work independently toward deadlines Strong project coordination skills Strong written and verbal communication skills, ability to work well in a small group setting Positive demeanor, trustworthy character Ability to take the initiative and see projects and tasks through to completion Ability to understand and convey detailed information about our services and systems Understanding of real estate and the real estate profession a plus, but not necessary Responsibilities: Manage a book of business of clients in setup and newly live Serve as the first point of contact post-purchase, setting clear expectations and building early trust with new clients Lead the initial onboarding meeting to review intake forms, introduce key milestones, and align on implementation timelines Project manage and oversee each client's Implementation process, coordinating with internal teams to ensure timely and successful setup Monitor and ensure completion of all required technical onboarding tasks, addressing blockers as needed Lead client through scheduled, structured onboarding calls, ensuring they are well-trained and have adopted the product Manage retention efforts for clients who have placed cancellations or are showing indicators of being at-risk Facilitate office hours and/or live support group sessions via Zoom for clients Partner with Ylopo Growth team to identify clients who are good candidates for revenue expansion conversations Work with escalated clients to resolve their concerns Facilitate large-scale account changes like DNC, Brokerage Change, CRM change, license transfers as needed Speak confidently and professionally with clients Work with the utmost urgency to work through client issues Maintain accurate documentation of client interaction (e.g. logging activity in Salesforce and internal systems timely and correctly) KPIs: Retention rate during onboarding % of clients live in your book within 30 days NRR first 6 months for your book Compensation and full benefits include starting pay from $55K to $70K plus bonus depending on experience Bonus: 25% of base salary OTE; medical, dental, and vision benefits; paid holidays, vacation, and sick days; a 401(k); paid monthly parking (if applicable); and an extremely nice, supportive group of people as your co-workers. Ylopo is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. To learn more about this commitment, visit: ********************************************************** Ylopo reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.

Job Description About Us At AssistIQ we are dedicated to creating a more efficient and transparent healthcare supply chain by fixing one of the core problems - providers lack accurate data and insights on their supply and implant usage. Our AI-driven software solution provides highly accurate, seamless capture of supply and implant usage in real-time, and generates actionable insights to healthcare systems, enabling better revenue capture and reduced waste, ultimately leading to better value of care and better outcomes for patients. About the Role As a Customer Success Manager at AssistIQ, you'll be responsible for building and maintaining ongoing relationships with the customer and their satisfaction with AssistIQ products. You will partner with the existing team to refine processes' and generate best practices to support the development of a scalable customer success model. In this position you will be responsible for owning customer relationships, proactively addressing issues, ensuring customer value is seen in the product, and driving customer retention. You will ensure the product is being used to its full capacity and partner with the Delivery Director to drive expansion opportunities with the customer. You will be introduced to the customer during the beginning of the sales cycle, be a soft resource to the customer during implementation, and own the relationship with the customer post-go live. We're looking for candidates who enjoy and can work in a fast-paced start-up environment. This person will have a strong ability to establish and maintain relationships, problem-solve with customers and internal teammates, gather feedback and identify areas of value for stakeholders. This person will have a proactive approach and excellent communication skills. Given the nature of startup life, the role of the Customer Success Manager is dynamic with priorities evolving regularly. What you will do: Plan and execute the ongoing customer success delivery plan for each customer. Build and maintain positive relationships with customer stakeholders, establishing trust, understanding business goals, and demonstrating partnership value. Present partnership value on a regular basis to the customer, gathering customer feedback and keeping the customer informed on upcoming product enhancements and improvements specific to supporting their goals and needs. Partner with the Customer Support and Data Analysis teams to measure and monitor the overall ‘health' of customers and achievement of success criteria outlined in the partnership agreement. Regularly report on customer stability and product expansion opportunities to the internal team. Ensure product adoption and utilization across assigned customers. Collaborate with sales, marketing, implementation, and support teams to ensure a seamless customer experience. Continuously improve customer success processes', including evolving customer communication methods and updates, striving for consistent and clear communication. Requirements 3+ years of experience in a similar health care technology focused CSM role. Experience managing operations stakeholders in a hospital or clinical setting. Demonstrated leadership and problem-solving skills. Experience preparing and presenting customer partnership updates to customer stakeholders. Ability to communicate cross-functionally internally & escalate customer needs efficiently to ensure customer needs are being met and exceeded. Demonstrated capability of stakeholder management, problem-solving, and prioritization. Experience managing communication with stakeholders in different levels of seniority (C-Suite to Operations). Excellent interpersonal skills Ability to synthesize information, think quickly, and drive changes. ~20% travel required. Current Valid Driver's License Our core values Customer Centricity: We actively learn about our customers' pain points to understand their needs and deliver technology solutions that exceed their expectations. Customer satisfaction is our ultimate measure of success. Transparency & Inclusivity: We act with integrity, creating space for new ideas and sharing information about our progress, challenges, and decision-making processes. Agility & Flexibility: We iterate with speed, challenging the status quo and seeking continuous improvement to respond to our customer needs and market changes. Accountability and Collaboration: We foster a culture of responsibility and display curiosity, grit and passion to achieve our objectives, individually and as a team. Social Responsibility: We prioritize environmental impact by making responsible choices and developing products that make the healthcare industry more sustainable. Benefits Health insurance 3 weeks of vacation 10 sick days Flexible work hours Top of class culture Our Core Values Customer Centricity: We actively learn about our customers' pain points to understand their needs and deliver technology solutions that exceed their expectations. Customer satisfaction is our ultimate measure of success. Transparency & Inclusivity: We act with integrity, creating space for new ideas and sharing information about our progress, challenges, and decision-making processes. Agility & Flexibility: We iterate with speed, challenging the status quo and seeking continuous improvement to respond to our customer needs and market changes. Accountability and Collaboration: We foster a culture of responsibility and display curiosity, grit and passion to achieve our objectives, individually and as a team. Social Responsibility: We prioritize environmental impact by making responsible choices and developing products that make the healthcare industry more sustainable.

Job DescriptionAbout Us Virtuous is on a mission to inspire global generosity by helping nonprofits build better relationships with their donors. We offer a modern software platform that provides mid-sized charities with elegant tools for fundraising, marketing, volunteerism, and online giving. Our talented team is driven to disrupt the status quo in the nonprofit sector. We are hungry, humble, and committed to delivering best-in-class software solutions, customer success interactions, and sales experiences to the world's leading nonprofits We also recognize the importance of giving back and making a difference in the communities where we live and work. That's why we practice radical generosity by volunteering at nonprofits or going the extra mile for our team and the customers we serve. We take our work seriously, but we don't take ourselves too seriously. We believe that life is too short not to love what you do. The ideal candidate for Virtuous embodies our values by: Asking questions with a spirit of curiosity Giving feedback freely with candor & grace, welcoming it in return Displaying a passion for philanthropy and technology Serving with joy. Everyone is willing to make the coffee! Celebrating the wins & milestones of others Assuming good intent & demonstrating trust in others Pursuing relationships with people different from themselves & creates space to be human Find our core values & more here. Position Summary We are looking for an Enterprise Customer Success Manager to join our growing Customer Success Team. As an Enterprise Customer Success Manager, you will report to the Manager of Enterprise Customer Success and will be focused on our largest and most strategic customers' product adoption, utilization, and overall satisfaction. Are you a former nonprofit fundraiser or leader looking for a career change? Perhaps a consultant in the nonprofit sector? Your nonprofit knowledge is an asset and if you are hungry for a new challenge this is the opportunity for you! In this role, you will work closely with teams across the company including Marketing, Sales, and Revenue Enablement to help maximize our growth. Your responsibilities will include supporting strategic enterprise-level customers in strengthening their donor relationships, selling upgrades and add-ons to our current customers, and working on renewals of annual contracts. You will serve as the primary point of contact for our nonprofit customers, collaborating closely with them to understand their unique needs, goals, and challenges. By leveraging your expertise in both our platform and the nonprofit industry, you will drive adoption, retention, and expansion initiatives, ultimately contributing to the long-term success and growth of our customers. Responsibilities Customer Relationship Management: Serve as a dedicated point of contact, accompanying customers on their journey from sales closure through the entire lifecycle. Cultivate deep, meaningful multi-threaded relationships, ensuring customer loyalty and trust with all key stakeholders for optimized product adoption. Proactive Issue Resolution: Anticipate customer issues and proactively address them before they escalate. Your proactive approach distinguishes you from traditional customer service, turning potential problems into opportunities for customers and Virtuous alike. Strategic Account Expansion: Understand each customer's unique needs, allowing you to suggest innovative solutions that enhance their success with our products. Identify organic upsell opportunities by comprehensively understanding their use-case, ultimately driving business growth. Advocacy and Collaboration: Advocate for Virtuous by generating excitement about upcoming product launches and updates. Collaborate with internal teams including customer success, sales, support, and product, voicing customer concerns and needs and ensuring a customer-first approach company-wide. Product Expert: Provide strategic product support and comprehensive guidance on best practices. Your expertise ensures customers seamlessly adopt our products, enhancing their overall experience and deepening customer trust. Issue Identification and Resolution: Handle complex customer issues with efficiency and professionalism. Offer tailored product and service solutions to address customer pain points, demonstrating Virtuous' commitment to customer satisfaction and project manage resolution strategies through completion. Strategic Vision: Adopt a bird's eye perspective on customer interactions, focusing not only on immediate gratification but also long-term stability and proactive forward thinking. Leverage this high-level view to identify potential challenges and convert them into cost-saving solutions for both customers and Virtuous. Renewals Management and Upsell Strategy: Take ownership of customer renewals and upsell cycles, meticulously managing the process from initial outreach through contract close. Demonstrate a deep understanding of Virtuous contracts, ensuring compliance and favorable terms for both parties. Engage in strategic negotiation discussions, leveraging your knowledge of customer needs and our product offerings. Display creativity in pricing strategies, tailoring solutions to meet customer requirements while optimizing revenue for Virtuous. Your ability to navigate the renewal and upsell process contributes significantly to customer retention and revenue growth, ensuring mutually beneficial outcomes for Virtuous and our valued clients. You Must Have Customer-Centric Focus: Deep understanding of customer needs and a passion for ensuring their success with Virtuous products. Previous Nonprofit Experience: Experience in the nonprofit sector, understanding how nonprofits operate and fundraise. Relationship Building: Strong propensity for relationship building, enjoying forming and maintaining meaningful customer relationships. Proactive Problem-Solving: Proven ability to identify and address customer issues before they escalate, demonstrating a proactive and solution-oriented approach. Collaborative Mindset: Ability to collaborate effectively with cross-functional teams, ensuring seamless communication and a unified customer-centric approach. Technical Proficiency: Strong technical acumen to provide product support and guidance. Sales Acumen: Ability to identify upsell and cross-sell opportunities based on a deep understanding of the client's use-case and needs. Project Management: Organizational skills, with the ability to prioritize effectively along with critical thinking abilities to balance customer needs with Virtuous' objectives. Proficiency in working with CRMs, email marketing, and other technology. What We Offer Market competitive pay leveraging Carta data Employee recognition through Bonusly (birthdays, anniversaries, achievements, etc.) 401(k) retirement plan with company matching- 50% match up to 6% of compensation after 90 days We value our employee's work-life balance and encourage taking advantage of Unlimited PTO Supportive time off including paid volunteer days and company holidays Employer-contributed healthcare benefits, encompassing medical, dental, and vision coverage, with plans available for dependents and choices for Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA). 12 weeks primary parent leave, 4 weeks secondary parent leave - full pay (adoption as well) We pride ourselves on Community and host exciting company outings and events. We've recently noticed an increase in recruitment scams where individuals are impersonating recruiters to obtain personal or financial information through fraudulent interviews and job offers. Please note that all legitimate communication from Virtuous will only come from ***************** domain. If you receive a message from other domains, even if they look similar (e.g., virtuouscareers.org or virtuousjobs.com), they are not legitimate and we recommend disregarding it immediately.

Job DescriptionAbout UsCanary Technologies is changing the game for hotels with modern software powered by Canary's hospitality-specific AI platform. Canary is utilized by 20,000+ hoteliers in 100+ countries to equip hoteliers with the technology they need to work smarter and wow their guests. Major hotel brands such as Wyndham, Marriott, IHG, Four Seasons, Rosewood, and Best Western trust Canary to deliver results. Canary was named a 2024 Deloitte Technology Fast 500™ company, a Most Innovative Company by Fast Company and a HotelTechReport Best Place to Work - and is backed by top Silicon Valley investors like Y Combinator, F-Prime, Brighton Park Capital and Insight Partners. Join us in shaping the future of hospitality! About the RoleAs a Customer Success Manager, Strategic Global Brands, you will serve as the strategic owner of Canary's largest and most complex enterprise hotel groups. You will quarterback across deployments, expansions, and adoption initiatives-ensuring that Canary delivers measurable value and becomes a long-term strategic partner to our enterprise customers. You will collaborate closely with the Enterprise Implementation Manager (responsible for deployment and integrations) and Enterprise Sales (responsible for expansion and new product revenue). Your role is to align these work streams to customer goals, foster strong executive relationships, and drive long-term account success.Responsibilities Serve as the strategic owner of assigned enterprise accounts, maintaining long-term executive and operational relationships. Quarterback across work streams, coordinating with the Enterprise Implementation Manager (deployments) and Sales (expansions). Lead strategic account planning: develop success plans tied to brand-level outcomes and property-level adoption. Conduct regular executive business reviews, providing insights, surfacing risks, and identifying opportunities for deeper partnership. Ensure smooth transitions from deployment to adoption by partnering with the Implementation Manager. Monitor product usage and adoption across large portfolios; intervene to mitigate risks and drive outcomes. Partner with Sales to uncover and execute expansion opportunities, ensuring seamless customer experience through the sales cycle. Advocate for customer needs internally by partnering with Product, Engineering, and Support teams to influence roadmap and resolve escalations. Promote customer advocacy, transforming satisfied brands into champions of Canary. Qualifications BA/BS degree. 5+ years in Enterprise Customer Success, Account Management, or Strategic Consulting-preferably in hospitality technology or SaaS. Proven ability to manage complex, multi-stakeholder enterprise accounts. Strong executive communication skills with the ability to influence C-level stakeholders. Experience in strategic planning and account growth within global or multi-property enterprises. Collaborative mindset, with proven ability to work cross-functionally with technical and commercial counterparts. Strong problem-solving skills and ability to manage competing priorities in fast-paced environments. Project Management Professional (PMP) certification or equivalent experience is a plus. The On-Target Earnings Range for this role is $161,000 - $232,000 . This OTE figure includes a competitive base salary and target variable compensation. Compensation is subject to standard withholding and applicable taxes. Actual compensation will be commensurate with the candidate's skill level, experience, and specific work location. This role may also include the opportunity to earn a discretionary bonus and/or equity. We also work hard to ensure Canary is a fun and exciting place to work! Here are some of the additional benefits: Canary Days: As a company we want to ensure that the team has time to recharge. Each month we provide company wide days off to ensure there is at least one extended weekend or day off. Self Improvement Club: We meet each month and share our personal goals for the month. Each individual is provided a budget towards any purchases that help us achieve these goals. Professional Development Chats: We provide budget to help drive cross functional professional development conversations across the organization. Travel Reimbursement: Team members are able to visit our offices across New York, San Francisco or Dallas when they choose, and are provided a travel stipend for doing so. Spend time working with the team in their office, and use the rest of your time exploring a new city! Personal Travel Reimbursement: If you stay at a hotel that Canary works with, we provide a credit towards your stay. Canary Technologies is an equal opportunity employer. We recruit, employ, train, compensate and promote talent regardless of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information or any other protected characteristic.

Remote in AZ or CO | Full-Time Zonda is redefining the future of housing. We are perfectly placed in the heart of the fast-growing real estate industry. We are making big bets on the future of real estate, trailblazing a 2030 vision for the industry. Here at Zonda, you'll be able to use your passion and curiosity to drive the next generation of real estate analysts, advisors, technologists, and marketers. Zonda is currently seeking a Customer Success Manager (CSM) who will be focused on our Builder/Finance segment. The CSM will be tasked with helping the company grow by maintaining strong relationships with leaders in the industry and ensuring that clients have a positive overall experience. This fast-paced position is best suited for someone who is self-directed and customer focused. Characteristics of a successful Customer Success Manager: * Tech-savvy presenter: Enjoys showcasing and comfortable leading online demonstrations * Strong communicator: Excellent communication and organizational skills * Platform experience: Familiar with Apple products; iPad and iOS * Collaborative mindset: Thrives in team environments and values collective success * Fearless connector: Confident in phone, in-person, and digital communication * Training enthusiast: Passionate about educating clients on tools and features * Client-centric: Understands client needs and aligns them with the best solutions * CRM proficient: Experienced with platforms like Salesforce and Gainsight Desired Qualifications: * B.S. or B.A. Desired * 3-5+ years' experience in customer success or similar customer facing role * Professional demeanor and organizational skills, a must * Excellent verbal communication skills, ability to build rapport quickly with clients * Strong technical skills and CRM experience required, preferably experience with Salesforce and Gainsight * Experience with or interest in learning about the housing industry, specifically new home development * Team player with a customer focused mindset * Willing to travel up to 25% Why people love working here: * We offer meaningful work and opportunities for career growth * Comprehensive benefits package (Medical, Dental, Vision) * 100% Company paid Life Insurance, Long Term Disability, and Short-Term Disability coverage * 401k with company match * Paid vacation and general holidays * Employee Assistance Program (EAP) * Live Meditation Sessions * Employee Recognition Platform * Virtual Wellness Program * Hybrid Work Environment - and always will be! * Visionary Leadership Team Zonda exists to inform, advise and connect the next generation of housing industry experts, leveraging the information, insights, and people that move the industry forward. Our proprietary research focuses on the most active new home markets in the country. In 2018 Zonda merged with Hanley Wood creating the residential home-building industry's most comprehensive source of data and insights. We are a national platform with a geographic coverage which spans coast to coast. Recent acquisitions in the UK and Canada continue to propel Zonda's technology forward creating an industry standard of excellence across North America. Zonda will continue its position as the undisputed leading provider of data to the residential home-building industry and reshape the way new homes are built and sold. Inclusion & Equal Opportunity Employment Zonda (formerly Hanley Wood | Meyers Research) is proud to be an Equal Opportunity Employer committed to diversity, inclusion & belonging. Here at Zonda, we are interested in every qualified candidate who is eligible to work in the United States.

Requirements What You Bring to the Team by Way of Skills and Experience: 7+ years of experience in account management and sales selling a similar product preferred. High school diploma or equivalent required. Bachelor's degree in business, marketing, or similar preferred. Experience using a CRM to track notes and project status. Proficiency with MS Office. Excellent communication (verbal and written). Experience driving change management, operational improvements, and data-driven decision-making under pressure. What is in it for You and Why you Should Apply: Market competitive pay based on education, experience, and location. Highly competitive medical, dental, vision, Life w/ AD&D, Short-Term Disability insurance, Long-Term Disability insurance, pet insurance, identity theft protection, and a 401(k) retirement savings plan. Employee wellness program. Employee rewards, discounts, and recognition programs. Generous company-paid holidays (12 per year), vacation, and sick time. Paid paternity/maternity leave. Monthly connectivity/home office stipend if working from home 5 days a week. A supportive and positive space for you to grow and expand your career. Pay Range Disclosure: The advertised range represents the expected pay range for this position at the time of posting based on education, experience, skills, location, and other factors. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. RunBuggy is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination, harassment, and retaliation on the basis of race, color, religion, sex (including gender identity and sexual orientation), pregnancy, parental status, national origin, age, disability, genetic information, or any other status protected under federal, state, or local law. Salary Description DOE

CDM Media is an award-winning global B2B technology marketing, events and media firm that specializes in engagement with C-level executives Our live events/summits, virtual gatherings, digital marketing services, VIP dinners, and other custom marketing services let C-Level executives cut through the noise and get down to business. If you want to be a part of the fastest-growing sector of the global economy, on the cutting edge of the next wave of game-changing technologies and spend your days speaking to the most successful and brilliant executives in their fields, you've come to the right place. The Customer Success Manager manages relationships with CDM Media's event program sponsors, and delegates who attend CDM Media's wide and varied industry events. From the point a sale is finalized, or a delegate attendance is confirmed, the Client Services and Event Management Department works to manage expectations, execute program and event deliverables, and build strong relationships with CDM Media's growing client base through efficient management. Locations for 2020 events include Stockholm, Amsterdam, Vienna, Paris, Barcelona, Zurich, Brussels, Copenhagen, New York and Chicago. Key Tasks & Accountabilities: Client champion, overseeing and driving their involvement in assigned events. Main liaison for clients from contract signature through to event delivery Collection of deliverables for sponsors for assigned events, including content for the sessions they will be running and gathering attendee information. Collection of meeting selections and creation of personalized client itineraries Day to day management of all client relationships for assigned events. Successful planning, management and onsite deployment of assigned events. Champion of sponsor best practices and briefing of all attending sponsor executives Ongoing sales support to the sales team Hotel and venue sourcing for assigned events, from RFP phase to contract negotiation Successful planning and on-site execution of assigned events from a client services or event management perspective Hotel liaison, including management of rooming list, generation of BEOs, and assignment of key concessions Attending our events in various locations Knowledge & Skill Requirements: Significant hands-on event management experience Creative communication skills - verbally and written Sales team support and internal communications Strong organization and prioritization skills Collaborative team player, strong under pressure but can also work independently where needed Must be detail-oriented, organized, and able to manage multiple projects efficiently on different timelines Desire to work with a close-knit team in a collaborative setting and independently where necessary Comfortable communicating with corporate executives daily The package includes: - A very competitive salary 15 days' vacation, plus Winter Holiday vacation days over the holiday season and 9 Federal holiday days An additional day of holiday for your birthday when it falls on a weekday Heatlh & Dental benefits 401 (k) plan Opportunity for both Europe and USA travel

Crexendo Inc., powered by NetSapiens, is a customer-centric organization committed to delivering an exceptional experience across our cloud communications software platform. We are seeking a highly motivated, technical Client Success Manager (CSM) to provide proactive, customer-obsessed service to our NetSapiens software platform customers. This role operates within a collaborative team environment and serves as a strategic advisor, technical resource, and internal advocate for assigned customers. The TCSM is responsible for building long-term relationships, ensuring solution adoption, and supporting customers in achieving their business and technical outcomes on the NetSapiens platform. Customer Account Management & Technical Guidance: * Own the customer relationship throughout the entire lifecycle-onboarding, implementation, expansion, and ongoing technical success. * Collaborate closely with onboarding and deployment teams to ensure a seamless transition into post-launch operations and support. * Guide customers through NetSapiens platform best practices, configuration standards, and operational workflows to ensure a successful launch. * Build strong, trusted relationships at multiple levels within the customer's organization, functioning as a strategic and technical advisor. * Maintain a deep understanding of Crexendo and NetSapiens products, services, APIs, and system capabilities to effectively address questions, provide technical recommendations, and support troubleshooting. * Assist in periodic technical and billing audits to ensure account accuracy and optimal platform utilization. * Serve as the primary liaison between customers and internal teams-including Engineering, Product, Sales, Deployment, and Customer Service-ensuring clear communication and alignment. * Advocate for customer needs internally, helping influence product enhancements, roadmap direction, and service improvements. Customer Issue & Escalation Management: * Monitor, assess, and drive resolution of customer-reported issues, coordinating with technical teams as needed. * Provide structured escalation management, ensuring timely triage, communication, and follow-through until resolution. * Track and review all live discussions related to escalations, ensuring visibility, documentation, and consistent updates to stakeholders. * Analyze recurring issues and identify opportunities for process improvement, product enhancements, and customer education. * Continuously review end-to-end processes and customer feedback to improve the customer experience and strengthen platform adoption. Requirements and Skills for Success: * Bachelor's degree or equivalent experience * 2-3 years of telecom and VoIP experience (NetSapiens Platform experience a plus) * Strong technical aptitude and the ability to understand and communicate platform-level concepts (SIP, routing, call flows, provisioning, APIs, troubleshooting basics) * Analytical and process-oriented mindset with attention to detail * Proficiency with Microsoft Office, especially Excel and Outlook * Ability to work independently and manage multiple technical priorities simultaneously * Demonstrated ability to communicate clearly with both technical and non-technical audiences * Excellent written and verbal communication skills * Strong organizational, time-management, and multitasking skills * Proven track record in customer service, account management, or technical support within a professional environment * Ability to respond to customer needs promptly and professionally * Strong teamwork and collaboration skills, with experience interfacing across multiple internal departments Benefits: Crexendo offers a comprehensive benefits package including; medical, vision, dental, holiday pay, paid time off (PTO), paid sick time (PST), and up to 3.5% 401K match.

Full-time Description Ready to be a part of the company transforming FinTech and how the world accesses banking services? When was the last time you were excited about interacting with your bank or credit union? If the answer is “a while” then you're in good company. Despite the fact that access to better financial choices is at the heart of empowering communities, businesses, and people, financial institutions (FIs) are struggling to keep up with modern expectations. And that's where Kinective comes in. We're here to change the way the world accesses and thinks about banking through software that connects a historically “boring” industry to the latest and greatest fintechs shaping the industry. Ok... but what does all of that actually mean? Banks and credit unions are using some pretty old-school systems, which makes adopting new and innovative technology difficult (if not impossible). If you think it's easy for your local branch to send you a receipt via text… think again. Want proof? As the largest provider of software connectivity to 1 in 4 U.S. financial institutions, we are the leading company transforming the way banking is done for credit unions and banks. (In fact, Forbes recently released their Best Banks in the World report, and Kinective works with over 60% of their named banks!). Kinective is the connector (get it?) that bridges that technology gap and helps modernize the way banking works. Our 300+ team of mega-talented and passionate folks are brought together with the unifying desire to make life easier (and better) for our clients and ultimately paving the way for banks and credit unions to modernize banking for everyone. The Cliffs Notes We are seeking an accomplished Customer Success Manager with proven success working with customers through a strategic lens. You think critically to drive adoption, retain, and expand your accounts. You are a thought leader in managing strategic accounts and enjoy working with your colleagues to develop innovative strategies. You enjoy identifying themes across your customer base to better inform a proactive and thoughtful 1x1 approach to Customer Success. You value a "we're all in this together," take initiative, ownership and self-starter mentality. What you'll own: Build Strategic Customer Partnerships: Serve as the primary point of contact for our strategic customers, understanding their unique business needs, challenges, and objectives. Develop and execute strategic account plans to drive customer satisfaction, retention, and expansion and report against progress with customers through Quarterly Business Reviews. Possess a proactive mindset with the drive to innovate, develop new processes and take on strategic initiatives with a future-focus on the overall business success. Customer Onboarding and Adoption: Work closely with Professional Services to facilitate seamless onboarding processes for new customers, ensuring they have the necessary resources, training, and support to maximize the value of Kinective's products. Drive product adoption by providing ongoing guidance, best practices, and recommendations tailored to each customer's goals. Voice of the Customer: Act as the voice of the customer within Kinective, advocating for customer needs, preferences, and feedback across internal teams. Collaborate with product management and development teams to relay customer insights and contribute to product roadmap discussions. Cross-Selling and Upselling: Collaborate closely with the sales team to identify opportunities for cross-selling and upselling Kinective's core products and services. A “Farmer” sales mindset, proactively engaging with customers to educate them on the full suite of products available and align solutions with their evolving requirements. Renewals Management: Negotiate subscription or software agreement renewals of products and services directly with the customer while working to secure them on long-term agreements which are profitable to the business. Risk Mitigation: Evaluate risk levels for each customer and proactively utilize best practices to drive retention. Execute risk and save plans to improve customer health and increase likelihood of renewal. Effective time management and sense of urgency for escalated issues while keeping a level and calm demeanor. Performance Analysis and Reporting: Monitor key performance metrics, usage patterns, and customer feedback to assess the health of customer accounts. Identify areas for improvement and proactively address any issues or concerns to enhance overall customer satisfaction and retention rates. Customer Success Advocacy: Champion the value of Customer Success within the organization and externally with customers. Help define and refine the motion of Customer Success at Kinective, contributing to the development of best practices, processes, and frameworks to drive excellence in customer engagement and satisfaction. What you're great at: Strong analytical skills with the ability to interpret data, generate insights, and make data-driven recommendations Excellent communication and interpersonal skills, with the ability to effectively engage with stakeholders at all levels of the organization Strategic mindset with the ability to think critically, anticipate customer needs, and develop creative solutions to address challenges Passion for technology and innovation, with an interest in working with some of the largest financial institutions in the country Requirements Necessary Qualifications: Bachelor's degree in Business Administration, Marketing, or related field (preferred). 3+ years experience in a customer-facing role, preferably in Customer Success, Account Management, or Sales. Strong practical experience advising product and operational teams on the design and implementation of new banking products. Demonstrated success in managing relationships with enterprise-level customers and driving revenue growth through cross-selling and upselling initiatives. Strong practical experience advising product and operational teams on the design and implementation of new banking products. Why Kinective? We're transforming our industry. You're hopping into a rocket ship when you join the Kinective team. We have our sights set on becoming the go-to banking technology enabler, giving our customers total freedom in choosing any system, technology, or provider to scale their innovation efforts and have it integrate with their banking core. Oh, and we should mention, we're the only ones doing that right now . We love our customers (and they love us, too). Creating incredible customer outcomes is a unifying value at Kinective, with over a 95% customer retention rate. All the benefits. We care about you on and off the clock, which is why we are proud to offer plenty of great benefits to choose from. A generously flexible PTO, medical, dental, vision, even pet insurance, just to name a few. We're cool people building cool stuff. Underneath all the banking acronyms and terminologies is a team of driven people building the future of banking. We value a workplace that allows us to work hard, be challenged, and ultimately be supported in our endeavors. What does life at Kinective look like? Bid adieu to snooze-fest corporate gigs. At Kinective, we believe that balance is key. We know how to have fun, and how to hit deadlines. We know how to collaborate and enjoy comradery, and how to provide feedback to help each other grow professionally. Our culture empowers team members to take the lead, upholds integrity as our bedrock, and values trust and respect in all our operations. We believe in learning new skills, mentoring colleagues, and nurturing personal development. That's why we seek to promote from within and give our team members the opportunity to rise with us. Our Values Deliver success. We strive to exceed customer expectations. We are powered by a relentless commitment to delivering quality and service to our customers. We turn everyday interactions into positive, memorable experiences that create long-lasting Kinective ambassadors. Grit with grace. We face problems head on, respecting others along the way. We aren't afraid to step outside of our comfort zone to accomplish the common goal. We believe that progress thrives on constructive dialogue and a commitment to understanding. One Kinective. Together, we win. By embracing a “better together” mindset, we unleash the full potential of our team and propel Kinective from good to great. Build the future. We are driven by the pursuit of what's possible. Building the future requires embracing change and challenging the status quo. We believe that the best idea wins, embodying a culture of innovation. The Team In this role, you would be a part of the Customer Success Team and reporting to VP, Customer Success. Office Expectation This role is HYBRID, with an expectation of 3-4 days a week in-office. Our hours are 8-5pm. Compensation Range $70,000 - $85,000 The base salary range for this role is shown above at the minimum and maximum. It is not typical for a candidate to be hired at or near the maximum of the range. At Kinective, base pay depends on multiple individualized factors, including a candidate's experience, qualifications, job-related knowledge and skills, and geographic location. Compensation also reflects internal equity to ensure fairness across similar roles. Base pay is just one part of Kinective's Total Rewards package. Depending on the role, successful candidates may also be eligible to participate in our discretionary bonus plan, commission program, or equity offerings. All U.S.-based Kinective employees are offered a highly competitive benefits package that demonstrates our commitment to supporting health, well-being, and financial security. Benefits include: 401(k) plan with company contributions Flexible paid time off and company holidays Generous parental and caregiver leave Comprehensive health benefits including medical, dental, vision, and prescription coverage Life and disability insurance Wellness resources and professional development opportunities And it doesn't end there... Well, you've made it this far... Seems like we might be meant to be, right? If you think you're the right fit for Kinective, go ahead and click “apply.” And, even if you're not quite sure if you're qualified, we encourage you to apply and we can decide together. Take a deeper dive into all things Kinective at kinective.io Please note that this role does not currently offer sponsorship opportunities.

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

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

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. We are looking for a Private Banking Relationship Manager in Phoenix or Scottsdale, AZ. This role acts as the principal account and relationship manager for new and existing clients. Essential Functions: Works as a team to holistically deliver all services of wealth management. Focuses on building a portfolio of high net worth clients by leveraging your external network. Responsible for generating, retaining and expanding business in the following areas: loan and deposit products, investment and trust referrals, commercial business referrals. Responsible for credit analysis and proper loan structuring. Ability to build strong, trusting internal partnerships. Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Calls on existing relationships to review portfolios and make recommendations as needed. Other duties as assigned. Qualifications: Requires a Bachelor's and with 6+ years experience with lending, investments, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements. Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. Ability to display sound judgment. Strong sales, self-management, credit analysis, loan structuring, and relationship management skills. Knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities. Excellent interpersonal and communication skills, both verbal and written. Commitment to a high degree of proactive service quality. Intermediate computer skills including Salesforce, excel, word processing and spreadsheet software. FINRA Licensing is a plus but not necessary (SIE, Series 7, Series 66 and State Life/Health Insurance). Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.

Job Description Crexendo Inc., powered by NetSapiens, is a customer-centric organization committed to delivering an exceptional experience across our cloud communications software platform. We are seeking a highly motivated, technical Client Success Manager (CSM) to provide proactive, customer-obsessed service to our NetSapiens software platform customers. This role operates within a collaborative team environment and serves as a strategic advisor, technical resource, and internal advocate for assigned customers. The TCSM is responsible for building long-term relationships, ensuring solution adoption, and supporting customers in achieving their business and technical outcomes on the NetSapiens platform. Customer Account Management & Technical Guidance: • Own the customer relationship throughout the entire lifecycle-onboarding, implementation, expansion, and ongoing technical success. • Collaborate closely with onboarding and deployment teams to ensure a seamless transition into post-launch operations and support. • Guide customers through NetSapiens platform best practices, configuration standards, and operational workflows to ensure a successful launch. • Build strong, trusted relationships at multiple levels within the customer's organization, functioning as a strategic and technical advisor. • Maintain a deep understanding of Crexendo and NetSapiens products, services, APIs, and system capabilities to effectively address questions, provide technical recommendations, and support troubleshooting. • Assist in periodic technical and billing audits to ensure account accuracy and optimal platform utilization. • Serve as the primary liaison between customers and internal teams-including Engineering, Product, Sales, Deployment, and Customer Service-ensuring clear communication and alignment. • Advocate for customer needs internally, helping influence product enhancements, roadmap direction, and service improvements. Customer Issue & Escalation Management: • Monitor, assess, and drive resolution of customer-reported issues, coordinating with technical teams as needed. • Provide structured escalation management, ensuring timely triage, communication, and follow-through until resolution. • Track and review all live discussions related to escalations, ensuring visibility, documentation, and consistent updates to stakeholders. • Analyze recurring issues and identify opportunities for process improvement, product enhancements, and customer education. • Continuously review end-to-end processes and customer feedback to improve the customer experience and strengthen platform adoption. Requirements and Skills for Success: • Bachelor's degree or equivalent experience • 2-3 years of telecom and VoIP experience (NetSapiens Platform experience a plus) • Strong technical aptitude and the ability to understand and communicate platform-level concepts (SIP, routing, call flows, provisioning, APIs, troubleshooting basics) • Analytical and process-oriented mindset with attention to detail • Proficiency with Microsoft Office, especially Excel and Outlook • Ability to work independently and manage multiple technical priorities simultaneously • Demonstrated ability to communicate clearly with both technical and non-technical audiences • Excellent written and verbal communication skills • Strong organizational, time-management, and multitasking skills • Proven track record in customer service, account management, or technical support within a professional environment • Ability to respond to customer needs promptly and professionally • Strong teamwork and collaboration skills, with experience interfacing across multiple internal departments Benefits: Crexendo offers a comprehensive benefits package including; medical, vision, dental, holiday pay, paid time off (PTO), paid sick time (PST), and up to 3.5% 401K match.