Sales Manager
Customer success manager job in Irvine, CA
Center Street Lending is a leading lender for real estate development and residential investor loans, and servicing for builders, real estate agents, investors and brokers. Our clear communication and reliability ensure a seamless borrowing experience supporting long-term investment goals. This includes short term lending solutions for Fix & Flip, Ground Up Construction, Bridge Loans, Single Family Rentals, Apartment development projects, and Long-Term Rentals. Center Street Lending provides expert guidance, fast approvals, speedy funding, and personalized in-house service that helps achieve significant returns on investor investments. We provide tailored financial solutions designed to meet the unique financial needs of real estate developers and residential investors. Our management team has been financing real estate since 1992 and has financed $6 billion of residential real estate in over 40 different States since then.
Center Street Lending is proud to be listed on the 2025 #Inc5000 list and featured in Scotsman Guide's Top Lenders publication since 2023.
Website: ***************************
Position Overview:
The Sales Manager position is a key leadership role responsible for driving loan origination growth through building, developing, coaching, and leading a high-performing SDR team.
Key Responsibilities:
Comprehensive Market and Product Training: Design and deliver a foundational training curriculum covering the residential real estate investor market, our fix-and-flip, ground-up, and DSCR loan products, and the unique value proposition of each.
Sales Acumen and Discovery Coaching: Train SDRs on core sales skills, including active listening, objection handling, and persuasive communication to effectively manage cold and warm leads.
Expert Discovery Conversation Training: Coach SDRs on how to conduct effective discovery calls, focusing on understanding an investor's goals, experience level, deal pipeline, and pain points to accurately tailor our lending solutions to their specific needs.
Pipeline and CRM Management: Oversee the team's daily activity, ensuring rigorous adherence to our lead disposition playbook and timely, accurate entry of all data into the CRM to maintain a high-quality sales pipeline.
Performance Management: Set clear, measurable performance metrics (e.g., call volume, discovery call conversions, kick-up volume) and conduct weekly one-on-one coaching sessions, call reviews, and team role-playing exercises.
Handoff Excellence: Develop and standardize a seamless qualified lead handoff process to Loan Originators, ensuring all necessary deal and client information is transferred effectively.
Competitive Intelligence: Continuously monitor the real estate lending landscape and competitor offerings to equip the SDR team with up-to-date talking points and competitive differentiators.
Required Qualifications
Real Estate Lending Experience: Minimum of 2+ years of experience working in or directly supporting the real estate investment, private lending, or hard money lending space.
Sales Leadership: Minimum of 2+ years of experience leading and directly managing a high-performing sales or business development team.
Management Experience: Proven track record of training and onboarding with a focus on consistent skill development and retention.
Education: Bachelor's degree is required.
Communication Skills: Exceptional verbal and written communication skills, with a proven ability to teach complex financial concepts in an accessible, engaging manner.
Technological Proficiency: High-level proficiency with CRM software (e.g., Salesforce) and sales engagement tools.
Compensation:
$120k - $150k, depending on experience
Benefits:
Paid time off
Health insurance
Dental insurance
Vision
401k plan
Company Events
Great Team Culture!
Sales Manager
Customer success manager job in Anaheim, CA
AiTmed is looking for an energetic and self-motivated sales marketer MANAGER with 5 years experience or more to join and lead our growing marketing department. If you're an ambitious individual who wants to build a career in healthcare technology sales, B2B sales, social media and content or digital marketing, then we want to work with you! Your work will include targeting and marketing strategically to medical facilities and doctors to use our system around the surrounding area and leading the sales department.
You will report directly to our VP of Operations and CEO and track data in our CRM, and you will be a lead sales representative of the company in your assigned market. You will provide marketing and sales tactics with a motivated drive that will advance this healthcare technology in the Healthcare Industry.
In addition to being an excellent communicator, you should have excellent multitasking and organizational abilities. The successful candidate will also have in-depth knowledge of marketing techniques and social media platforms.
Responsibilities:
· Development and implementation of sales strategies and initiate sales and marketing activity to meet or exceed goals
· Perform closing deal results with medical doctors and investors
· Creation of mock-ups, email campaigns, mass sales techniques, and social media content.
· Perform training and direct support to the Medical Offices you have closed sales on.
· Perform market analysis and research on the latest healthcare trends.
· Design and present new social media campaign ideas.
· Monitor all social media platforms for trending news, ideas, and feedback.
· Help with the planning and hosting of marketing events.
· Research and evaluate competitor marketing and digital content.
Requirements:
· Bachelor & Master degree in Marketing, Public Relations, Communications or similar field relative to sales.
· Have some Healthcare sales experience.
· Have some sales experience using a CRM.
· Familiarity with marketing computer software and healthcare.
· Good understanding of the latest marketing trends and techniques.
· Excellent verbal and written communication skills.
· Must have a passion for marketing and sales
· Outstanding multitasking abilities since this is a startup business.
Customer Success Manager
Customer success manager job in San Bernardino, CA
Welcome to BeBetter Shop - Your Premier Blockchain Advertising and Crypto PR Agency. Specializing in propelling partners in the blockchain niche to the forefront, including SaaS and Tech companies, our goal is to secure a top position within just 1 to 6 months. As a leading crypto PR agency, we boost positive reviews and mentions across platforms like Trustpilot, Sitejabber, TrustedReviews, ScamAdviser, and many more, transforming trust scores and ensuring dominance on popular search engines.
We help companies grow their positive reputation on popular business reviews' platforms, also on Reddit, Quora, and YouTube.
Our company is headquartered in sunny California, but our team works remotely around the world.
Job Description
Customer Success Manager is the bridge between sales and customer success. You'll provide support for transitioning prospects into active users, often acting as a go-between with other departments within the company, such as marketing or product management.
You will be a strategic and supportive partner for our customers at every stage of the buying process. You'll be focused on building loyalty to ensure long-term client retention by presenting product information, addressing customer issues and helping the sales team with upsells and renewals.
You have a thirst for knowledge, the ability to learn quickly and easily grasp new software applications.
You should also be able to communicate clearly with customers to create strategies that grow our customer base.
As a Customer Success Manager, you are the point of contact for customers who are looking to buy products and services, and they are the primary contact for customers throughout the lifespan of the account. Customer Success Managers also work closely with Sales Representatives to close deals and identify upsell opportunities with their customers.
You will also manage the team of our sales managers.
We offer:
You get 4000 USDT monthly and bonuses for sales such as:
50% of sales you generate goes back to you.
20% of sales your team generate goes back to you.
200 USDT your weekly bonus if you generate sales over 3000 USDT total a week.
200 USDT your weekly bonus if your team generate over 15000 USDT total a week.
1000 USDT monthly bonus if you're the Top Success Manager of a month.
Career growth opportunities
Paid internet
Free pizza
Paid gym
Free education courses
Qualifications
Proven Experience in Sales and Customer Success role, more than 3 years.
Tech-savvy
Strong business ethics and B2B communication skills.
Experience managing the team - more than 3 years.
Understanding of crypto
Understanding of digital world in general
Understanding of what the Anti-Fraud is
Additional Information
Our commitment is that every applicant will be evaluated according to their skills, regardless of age, socio-economic status, gender identity, race, ethnicity, sexual orientation, disability status or religion.
Customer Success Manager
Customer success manager job in Fontana, CA
The Company:
Metroll is a global manufacturer of metal building materials. Through the hard work and commitment of our employees, we have grown into a successful company with over 40 manufacturing plants across the globe. Metroll is committed to aggressively growing our presence in the Western United States.
The Opportunity:
Have fun! Hustle! Make it happen! Join the Metroll Sales team today!
The Customer Success Manager is responsible for monitoring and maximizing the customer experience by providing a high-touch, consultative approach to customer service. This includes delivering personalized account management, ensuring that customers are aware of all the features and benefits of the company's products, and assisting in problem resolution. The Customer Success Manager will also educate customers on how to get the most out of their account.
The Responsibilities:
Develop a deep understanding of product features and benefits
Develop a deep understanding of customer needs and goals
Educate customers on Metroll's product offering
Provide a high-touch, consultative approach to customer service
Lead the customer through the sales cycle- from quotation to production all the way to product delivery
Be an expert on the product and market space to provide suggestions to customers on how to get the most out of our products
Drive customer success through proactive problem resolution, account growth initiatives, and proactive advocacy
Effectively communicate cross-departmentally with other departments to provide excellent customer
The ideal candidate has:
A bachelor's degree in business administration or something similar
Project management experience from conception to completion
Multitasking and time-management abilities
Client-facing and teamwork abilities
Microsoft Office knowledge (Excel, Word, Outlook)
Manager, Customs
Customer success manager job in Corona, CA
We are the leading provider of worldwide smart end-to-end supply chain & logistics, enabling the flow of trade across the globe. Our comprehensive range of products and services covers every link of the integrated supply chain - from maritime and inland terminals to marine services and industrial parks as well as technology-driven customer solutions.
Location: Perris, CA
KEY ACCOUNTABILITIES
* Responsible for trade compliance content and expertise throughout the company, contributes to development and implementation of new tools, processes and business capabilities
* Act to understand customer (internal and external) needs in non-standard and complex situations
* Create and maintain instructions and documents processes in own responsibility area
* Research customs regulations and rulings, determines regulatory or interpretive basis for each classification and communicates with internal clients and external customs brokers
* Determines FTA qualification based on applicable Rules of Origin and helps prepare documentation
* Maintains appropriate documentation to substantiate origin determinations
* Other duties as assigned
QUALIFICATIONS, EXPERIENCE AND SKILLS
* Experience with import/export compliance, including customs regulations and international trade
* Certified Customs Broker and Licensed Attorney
* EAR and ITAR experience
* Licensed Customs Broker, Certified Trade Compliance Specialist and/or Certified Customs Specialist
* Working knowledge of NAFTA and other trade agreements and special customs procedures
Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.
ABOUT DP WORLD
Trade is the lifeblood of the global economy, creating opportunities and improving the quality of life for people around the world. DP World exists to make the world's trade flow better, changing what's possible for the customers and communities we serve globally.
With a dedicated, diverse and professional team of more than 115,000 employees from 160 nationalities, spanning 78 countries on six continents, DP World is pushing trade further and faster towards a seamless supply chain that's fit for the future.
We're rapidly transforming and integrating our businesses -- Ports and Terminals, Marine Services, Logistics and Technology - and uniting our global infrastructure with local expertise to create stronger, more efficient end-to-end supply chain solutions that can change the way the world trades.
What's more, we're reshaping the future by investing in innovation. From intelligent delivery systems to automated warehouse stacking, we're at the cutting edge of disruptive technology, pushing the sector towards better ways to trade, minimizing disruptions from the factory floor to the customer's door.
DP World is on a mission to transcend boundaries and bridge the gap between all nations and cultures - not just in what we do but also in how we behave.
We are dedicated to creating a culture where everyone feels respected, supported, and empowered to reach their full potential. We believe that embracing inclusion and diversity, drives innovation and growth and helps us connect people, businesses, and societies. Free minds and different perspectives are changing our world, and together we can change what's possible.
WE MAKE TRADE FLOW
TO CHANGE WHAT'S POSSIBLE FOR EVERYONE.
DP World is committed to the principles of Equal Employment Opportunity (EEO). We strongly believe that employing a diverse workforce is central to our success and we make recruiting decisions based on your experience and skills. We welcome applications from all members of society irrespective of age, gender, disability, race, religion or belief.
By submitting your resume and application information, you authorize DP World to transmit and store your information in the world-wide recruitment database, and to circulate that information as necessary for the purpose of evaluating your qualifications for this or other job vacancies.
#LI-KJ2 #LI-Hybrid
4.1-S Senior Customer Success Manager - Safety & Security
Customer success manager job in Irvine, CA
Field AI is transforming how robots interact with the real world. We are building risk-aware, reliable, and field-ready AI systems that address the most complex challenges in robotics, unlocking the full potential of embodied intelligence. We go beyond typical data-driven approaches or pure transformer-based architectures, and are charting a new course, with already-globally-deployed solutions delivering real-world results and rapidly improving models through real-field applications.
We are seeking a dedicated and proactive Senior Customer Success Manager (Sr. CSM) to serve as the primary point of contact between Field AI and our enterprise clients. In this high-impact role, you'll foster strong, long-term partnerships and ensure that customers achieve measurable outcomes through our cutting-edge robotic solutions.As a Sr. CSM, you will be responsible for managing a portfolio of strategic accounts, deeply understanding client needs, and coordinating with internal teams to deliver timely and effective solutions. You'll handle client inquiries, resolve issues efficiently, and work to ensure customer satisfaction at every touchpoint. Your work will directly influence customer retention, expansion, and overall success.Key to this role is your ability to identify opportunities for growth and upselling, while also optimizing user adoption and proactively protecting against churn. You'll collaborate closely with Engineering, Product, and Sales to advocate for customer priorities and continuously improve the customer experience.What You'll Get To Do
Relationship Building: Develop and maintain strong and long-lasting relationships with clients
Client Needs Management: Understand client requirements, anticipate their needs and ensure their satisfaction
Internal Coordination: Collaborate with various internal teams (Sales, Marketing, Product development, Technology development, etc.) to deliver solutions and meet client expectations
Account Growth: Identify opportunities for account expansion, upsell and cross sell
Communication and Reporting: Effectively communicate with clients, provide regular updates and prepare detailed reports on account performance
Issue resolution: Address client concerns and resolve issues promptly and professionally
What You Have
Bachelor's degree in Business, Engineering or related field
5+ years of experience in customer success, account management or similar customer facing roles
Excellent communication skills, including strong verbal and written skills as well as presentation skills
Sales and negotiation skills, ability to identify sales opportunities and negotiate effectively
Customer service skills provide excellent customer support and build rapport with clients
Problem solving skills, identify and resolve client issues efficiently and effectively
Project management skills, coordinate tasks, manage timelines and ensure timely delivery of solutions
Analytical skills, analyze data, identify trends and make informed decisions.
Technical and Industry Knowledge:
Mus be familiar with security patrol operations, scheduled rounds, incident reporting, access control and perimeter checks
Knowledge of digital solutions (Trackforce Valiant, Silvertrac, PatrolLIVE)
Our salary range is generous and we take into consideration an individual's background and experience in determining final salary; base pay offered may vary considerably depending on geographic location, job-related knowledge, skills, and experience.
Why Join Field AI?We are solving one of the world's most complex challenges: deploying robots in unstructured, previously unknown environments. Our Field Foundational Models™ set a new standard in perception, planning, localization, and manipulation, ensuring our approach is explainable and safe for deployment.
You will have the opportunity to work with a world-class team that thrives on creativity, resilience, and bold thinking. With a decade-long track record of deploying solutions in the field, winning DARPA challenge segments, and bringing expertise from organizations like DeepMind, NASA JPL, Boston Dynamics, NVIDIA, Amazon, Tesla Autopilot, Cruise Self-Driving, Zoox, Toyota Research Institute, and SpaceX, we are set to achieve our ambitious goals.
Be Part of the Next Robotics RevolutionTo tackle such ambitious challenges, we need a team as unique as our vision - innovators who go beyond conventional methods and are eager to tackle tough, uncharted questions. We're seeking individuals who challenge the status quo, dive into uncharted territory, and bring interdisciplinary expertise. Our team requires not only top AI talent but also exceptional software developers, engineers, product designers, field deployment experts, and communicators.
We are headquartered in always-sunny Mission Viejo (Irvine adjacent), Southern California and have US based and global teammates.
Join us, shape the future, and be part of a fun, close-knit team on an exciting journey!
We celebrate diversity and are committed to creating an inclusive environment for all employees. Candidates and employees are always evaluated based on merit, qualifications, and performance. We will never discriminate on the basis of race, color, gender, national origin, ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability, or any other legally protected status.
Auto-ApplyEnterprise Customer Success Manager
Customer success manager job in Irvine, CA
The Enterprise Customer Success Manager (CSM) is responsible for onboarding new customers, driving upsell growth, and mitigating churn. The CSM will ensure customer success by delivering value, building processes, and fostering strong relationships. The role includes working as a Subject Matter Expert (SME) for partner integrations and managing a Customer Success Associate (CSA) to achieve team goals.
The Day-to-Day Responsibilities:
Customer Success Leadership
Own the post-sales customer journey, including onboarding, engagement, and growth.
Ensure seamless transitions from sales to implementation, turning new customers into trained and successful users quickly.
Act as the primary point of contact for customers, delivering both good and bad news professionally.
Advocate for the company and the customer, balancing their respective goals and needs.
Team Management
Manage and mentor the assigned CSA, Seth, to ensure team success in onboarding and account management.
Drive team performance in minimizing churn and maximizing upsell opportunities.
Escalate challenges and provide regular updates with the technical team, ensuring alignment and resolution of complex issues.
Process Development and Execution
Build and implement processes around Quarterly Business Reviews (QBRs) and customer onboarding.
Create scalable frameworks for measuring and improving customer success metrics.
Collaborate with Product and Marketing teams to gather feedback and develop case studies.
Revenue and Retention Accountability
Drive upsell growth both directly and through team efforts.
Minimize churn by proactively addressing risks and delivering consistent value.
Contribute to organizational revenue attainment by meeting or exceeding targets.
Collaboration and SME Role
Work cross-functionally with Product, Sales, and Marketing teams to enhance customer experiences and integrations.
Serve as the SME for partner integrations, ensuring smooth and effective collaborations.
Maintain a feedback loop to provide insights into customer needs and opportunities for product improvement.
Ownership of Goals and Priorities
Own your calendar: Focus on high-impact activities and effective time management.
Prioritize tasks that align with goals for customer success, upsells, and churn reduction.
Balance hands-on execution with leadership responsibilities by delegating effectively.
A Little Bit About Us
Zuum is a rapidly growing, tech startup which is transforming the $1.2 trillion logistics industry. We connect enterprise shippers to carriers on an automated platform. To better understand what we are about, please check out our website Zuum Transportation and our Career Page.
Auto-ApplyCustomer Success Manager
Customer success manager job in Irvine, CA
ETAP empowers customers to make informed decisions throughout the life cycle of their projects with innovative software solutions for electrical systems. By applying ETAP solutions, customers experience continuous intelligence during design and engineering and into operations and maintenance using a unified electrical digital twin platform. ETAP supports customers in their digital transformation and sustainable energy transitions for a green and smart future, helping them to prioritize safety, maximize reliability, and stay resilient.
Our employees' passion for excellence, innovation, and customer satisfaction is our most-prized resource. If you share that passion - and want to be part of a company that leads the energy transition towards a cleaner and more resilient world for future generations - we invite you to join us!
ETAP is committed to creating a diverse work environment and is proud to be an Equal Opportunity Employer.
Job Title: Customer Success Manager - Key Accounts
Location: USA
Employment Type: Full time
The job
Reporting to the Head of Customer Success Management, the Customer Success Manager is responsible for establishing strong relationships with their portfolio of customers, ensuring high levels of customer satisfaction and recognition of ROI, leading to strong renewals and growth opportunities. Throughout our customer journey, we aim to deliver a best-in-class customer experience, and the Customer Success Manager is the steward of this journey.
Her/His mission is to ensure customers achieve success using our solutions.
Key responsibilities
Build relationships with assigned customers, help them with issues, and continually delight them with a positive, customer-centric attitude.
Engage with customers to understand how they work and ensure they are leveraging our solutions effectively.
Understand the motivation, business drivers, strategic goals, and desired business outcomes for his portfolio of large customers.
Craft joint customer success plans that include agreed-upon scope, shared metrics, user engagement, adoption plans, timelines, and communication.
Work closely with Sales, Technical Support, Training, and other Technical teams to ensure a best-in-class customer experience and take care of any customer issues.
Be a customer advocate while capturing customer feedback and reporting requests to Product Management
Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and account growth through increased product adoption and increased usage
Evaluate risk management for each customer and proactively evade dissatisfaction or lost business, and ultimately drive retention throughout the customer life cycle.
Drive the Customer Success playbook for the High Touch Segment.
Facilitate Executive Business Reviews with decision-makers and our executive sponsor, where we celebrate shared successes and make adjustments as necessary.
Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes.
Essential skills and experience
Bachelor / Master: initial training in electrical engineering & training in business/marketing
Minimum 5 years' experience in electrical engineering in a customer-facing role, such as Customer Success, Customer Support, or Sales Management
Knowledge of electrical design software is a plus
Desired skills and experience
With strong empathy and a capacity to build successful customer relationships, the selected profiles will possess great organizational skills, a strong commitment to customer satisfaction, and a proven ability to persuade.
ETAP requires all successful applicants to undergo and pass a comprehensive background check before they start employment. Background checks will be conducted in accordance with local laws and may, subject to those laws, include proof of educational attainment, employment history verification, proof of work authorization, criminal records, identity verification, credit check. Certain positions dealing with sensitive and/or third party personal data may involve additional background check criteria.
ETAP is an Equal Opportunity Employer. We are committed to being an exemplary employer with an inclusive culture, developing a workplace environment where all our employees are treated with dignity and respect. We value diversity and the expertise that people from different backgrounds bring to our business.
Come and join ETAP to create the transformative technology that enables our customers to engineer a better world.
Auto-ApplyClient Service Manager - Water/Wastewater
Customer success manager job in Temecula, CA
Kennedy Jenks is seeking an experienced and collaborative Client Service Manager to join our growing team in Southern California. The Client Service Manager plays a vital role in developing client strategies, assembling client teams, and executing plans to deliver KJ's services efficiently. Additionally, this role involves project management responsibilities, ensuring adherence to company standards and deadlines.
Key Responsibilities:
Achieve sales targets by leading new pursuits. Cultivate, establish, and maintain client and partner relationships.
Ensure successful project delivery and attainment of financial goals by optimizing operational efficiency.
Lead one or more client service teams, coordinate resources and activities, and connect people to projects.
Serve as Deputy PM or PM for various projects, working under the PM or Client Service Director, with full responsibility and accountability for scope, schedule, and budget.
Lead client interview presentations, proposals, and strategy formulation. Collaborate closely with the Marketing & Proposals team to deliver sales results.
Qualifications:
Bachelor's and/or Master's degree in Civil or Environmental Engineering, or a similar engineering field.
10+ years of related water/wastewater engineering consulting experience with a track record of success in business development.
Professional Engineer (PE) license.
Proficiency with Microsoft Office products and familiarity with Client Relationship Management tools.
Demonstrated ability to provide excellent client service.
Strong writing, editing, and research skills.
Strong analytical and problem-solving abilities.
Some travel within the Southern California area to project sites, for client visits/meetings, and to other Kennedy Jenks offices may be necessary.
Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
The salary range for this position is anticipated to be $135,000 to $190,000, and may vary based upon education, experience, qualifications, licensure/certifications, and geographic location.
This position is eligible for performance and incentive compensation.
Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-Hybrid
Director, Customer Support
Customer success manager job in Aliso Viejo, CA
RxSight is an ophthalmic medical technology corporation headquartered in Aliso Viejo, California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery. The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to achieve optimized results for every unique eye.
OVERVIEW:
The Director, Customer Support, will be responsible for leading and scaling the Customer Support functions for RxSight. Position will be primarily responsible for the Quote to Cash processes and ensure all aspects within this process are customer-focused and measured by Customer Satisfaction Survey's. Position will oversee Customer Experience/Order Entry, Consignment Inventory, Sales Contracts, Service Contracts, and all associated processes. Position will govern the company's key data integrity relating to all customer-facing activities as well as ensuring each department is driving to key performance indicators to ensure the health of these departments. Position will be instrumental in CRM management as well as continued growth of this platform in a global environment. The Director will develop and execute strategies to optimize customer utilization of its Light Adjustable Lens technology, making RxSight one of the best companies our customers work with.
Requirements
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Develop and execute comprehensive customer support strategies that enhance customer experience.
* Drive process improvement initiatives to improve efficiency, reduce response times.
* Ensure all customer support activities comply with FDA regulations, ISO 13485, and company quality procedures.
* Manage Company's online ordering platform ensuring ease-of-use for customer order entry.
* Grow online ordering platform and look for opportunities and programs to support this increase in utilization.
* Develop and management of specific set of actional KPI's relating to order entry and order fulfillment processes relating to customer satisfaction.
* Position will direct Contracts Administrative functions relating to Customer Contracts, corporate contracts, volume pricing programs and Time and Materials.
* Responsible for all new equipment installations (revenue & non-revenue) coordination, with direct interface with Field Service and Clinical Support.
* Establish and manage Contracts and Pricing processes to support worldwide operations.
* Develop and implement customer feedback programs (with Marketing) to identify trends and opportunities for product and process improvements, i.e. Net Promotor Score (NPS).
* Revenue responsibility for Service Contracts and Time and Materials managing forecast and ensuring to plan.
* Ensure Service Contract Revenue and processes are managed to meet company expectations.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
* Proven ability to build and scale customer support organizations in a regulated environment.
* Experience with International (OUS) logistics and customer management.
* Strong knowledge of complaint handling, service and customer experience functions.
* Intermediate experience in Microsoft Office Word and Excel programs.
* Data-driven mindset with proficiency in CRM, ERP, and analytics tools.
* Process development skills.
SUPERVISORY RESPONSIBILITIES:
* The number of employee's directed will vary and will be based on annual budgets, as well as actual need.
EDUCATION, EXPERIENCE, and TRAINING:
* Bachelor's degree or equivalent along with 8+ years' experience in a customer support environment, or a combination of education and experience.
* Requires working experience in a Medical Device environment, preferably a Class III device.
* Leadership experience with multiple department management.
* Training to be completed per the training plan for this position as maintained in the document control system.
* The training requirements on TRN-10007 Insider Trading Policy, TRN-10008 Global Anti-Bribery and Anti-Corruption Policy and TRN-10009 Code of Business Conducts and Ethics must be diligently completed within 30 days from the hiring date and on an annual basis.
CERTIFICATES, LICENSES, REGISTRATIONS:
* Project Management Professional (PMP) certification highly desirable.
COMPUTER SKILLS:
* To perform this job successfully, an individual should have multiple working knowledge of Customer Relationship Management (CRM) software. Excel, Visio, MS Project, and Word are expected to be on the Moderate to Expert level. Knowledge of QAD Business System preferred.
Notice to Staffing Agencies and Search Firms:
RxSight does not accept unsolicited resumes or candidate submissions from staffing agencies or search firms for any employment opportunities. All agency engagements must be authorized in writing for a specific position by RxSight's Talent Acquisition department. Any resumes or candidate information submitted without such specific engagement will be considered unsolicited and the property of RxSight. No fees will be paid in the event a candidate is hired under these circumstances.
Salary Description
$180,000 To $220,000 Per Year
Senior Client Engagement Manager
Customer success manager job in Irvine, CA
Are you looking for a unique opportunity to be a part of something great? Want to join a 17,000-member team that works on the technology that powers the world around us? Looking for an atmosphere of trust, empowerment, respect, diversity, and communication? How about an opportunity to own a piece of a multi-billion dollar (with a B!) global organization? We offer all that and more at Microchip Technology Inc.
People come to work at Microchip because we help design the technology that runs the world. They stay because our culture supports their growth and stability. They are challenged and driven by an incredible array of products and solutions with unlimited career potential. Microchip's nationally-recognized Leadership Passage Programs support career growth where we proudly enroll over a thousand people annually. We take pride in our commitment to employee development, values-based decision making, and strong sense of community, driven by our Vision, Mission, and 11 Guiding Values; we affectionately refer to it as the
Aggregate System
and it's won us countless awards for diversity and workplace excellence.
Our company is built by dedicated team players who love to challenge the status quo; we did not achieve record revenue and over 30 years of quarterly profitability without a great team dedicated to empowering innovation. People like you.
Visit our careers page to see what exciting opportunities and company perks await!
Job Description:
Our global growth continues and we want you to be an integral part of it. As a Senior Client Engagement Manager for the Defense sector (Military, Aerospace, Government) clients, you will be responsible for co-creating positive business outcomes with Microchip solutions that Connect, Manage, and Secure the world's information delivering clients the freedom to innovate.
Job Responsibilities include:
Develop and execute sales strategies to achieve revenue growth target by using insight and consultative selling techniques to engage clients in conversations about their industry and offer unique perspectives on their business, which link back to Microchip‘s solutions.
Identify the key client stakeholders and coach those stakeholders to build consensus for Microchip's solutions within their organization.
Contribute and participate within a global team environment, to successfully develop and implement Department of Defense (DoD) sales strategies for our clients including the Department of Defense affiliates, Defense Agencies and CONUS.
Work with other departments/divisions within the company in creating and developing sales & growth plans.
Analyze performance and implements strategies to achieve goals/reinforce brand position, and keeps company managers updated on the strategic plans of customers.
Excellent communication, presentation, and negotiation skills are vital for effectively engaging with defense clients and navigating complex sales cycles.
The ability to build strong relationships with key stakeholders, including program managers and contracting officers, is critical for long-term success.
Identify new business opportunities by monitoring market trends and defense budgets. This includes shaping future procurements, developing win strategies, and building a pipeline of high-value opportunities.
Build and maintain strong, trust-based relationships with key decision-makers within military commands, acquisition offices, and prime contractors.
Manage the development of proposals and responses to Requests for Proposals (RFPs), ensuring compliance with federal regulations such as the Federal Acquisition Regulation (FAR) and other government contracting rules.
Requirements/Qualifications:
Bachelor's Degree and 8+ years of experience marketing or selling to key clients in the US Government/Defense/Military market or a master's degree with 6+ years' experience marketing or selling to key clients in the U.S Government/Defense/Military market.
Excellent interpersonal skills, both verbal and written communication, as well as excellent presentation skills.
Comprehensive knowledge of government procurement processes, including various contract vehicles (e.g., GSA schedules, IDIQ), funding pathways, and compliance requirements
The ideal candidate for this position has a strong track record of driving successful sales to the DoD market, particularly for specific agencies like the U.S. Army, U.S. Navy, defense contractors, and federal agencies.
Basic understanding of Communication/Server/Storage/Networking/Aerospace/IT architectures and implementations in military defense applications.
A strong understanding of the specific technologies and products being sold, such as SATCOM (satellite communications), PTP, NTP or advanced IT services, is highly valued.
This position is not eligible for Microchip immigration sponsorship.
Travel Time:
50% - 75%
Physical Attributes:
Hearing, Seeing, Talking, Works Alone, Works Around Others
Physical Requirements:
sitting, standing, walking, driving, flying
Pay Range:
We offer a total compensation package that ranks among the best in the industry. It consists of competitive base pay, restricted stock units, and quarterly bonus payments. In addition to these components, our package includes health benefits that begin day one, retirement savings plans, and an industry leading ESPP program with a 2 year look back feature. Find more information about all our benefits at the link below:
Benefits of working at Microchip
The annual base salary range for this position, which could be performed in California, is $99,000 - $220,000.*
*Range is dependent on numerous factors including job location, skills and experience.
Microchip Technology Inc is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
For more information on applicable equal employment regulations, please refer to the Know Your Rights: Workplace Discrimination is Illegal Poster.
To all recruitment agencies:
Microchip Technology Inc. does not accept unsolicited agency resumes. Please do not forward resumes to our recruiting team or other Microchip employees. Microchip is not responsible for any fees related to unsolicited resumes.
Auto-ApplyClient Manager - Employee Benefits
Customer success manager job in Irvine, CA
SUMMARYResponsible for collaborating with Employee Benefit Account Executives on the development and execution of client-centered strategies. Manages a book of business and directs/contributes to the work of a multi-disciplined service team. ESSENTIAL DUTIES AND RESPONSIBILITIES• Exhibits proven competence in all Account Manager duties and knowledge requirements;• Collaborates with a mentor Account Executive to manage an assigned book-of-business;• Comprehends & communicates all aspects of the renewal process to client on all lines of coverage (medical through ancillary), including marketed analytics (must complete Account Manager Analyst Training if little to no Analyst experience);• Assists Account Executive in development of multi-year strategic plan for clients;• Assists Account Executive with client financials, and renewal negotiations;• Displays advanced command of client renewal presentation, including marketing analytics;• Actively participates in team mentorship program;• Acts as an Affordable Care Act (ACA) subject matter expert;• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);• Other duties as assigned.
QUALIFICATIONSEDUCATION / EXPERIENCEBachelor's degree or equivalent combination of education and experience Seven (7) or more years related work experience Valid insurance license Must continue to meet Continuing Education requirements for license renewal Baseline understanding of self-insurance and alternative funding arrangements High level of Employee Benefit product and benefit administration knowledge SKILLSGood verbal and written communication skills Good problem solving and time management skills Good presentation skills and ability to conduct open enrollment meetings Excellent customer service skills Ability to work within a team and to foster teamwork Ability to prioritize work for multiple projects and deadlines Strong understanding of self-insurance and alternative funding arrangements Proficient in Microsoft Office Suite#LI-AS1
Manager Client Svc & Prod Supt
Customer success manager job in San Dimas, CA
ADP is hiring a Client Service Manager -- Tax.
Are you ready to join a company offering career advancement opportunities throughout your career journey?
Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?
Are you looking for an inclusive environment with a culture of collaboration and belonging?
Well, this may be the role for you. Ready to make your mark?
In this role, you will leverage your project management and leadership expertise to assist the Team Director in establishing the direction of daily activities, ensuring efficient operations, and creating an overall productive and enjoyable working environment for employees. You carry the weight of ADP's service reputation and client satisfaction in your hands.
The nature of what you do every day will not change -- your #1 goal is to support your team so they can provide the best service and solution around the client's payroll tax needs. Still, every day will be different because you will need to partner with other groups of ADP and the client in order to do this. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top-ranked training will help to set you up for success!
To thrive in this role, you must be comfortable working as a consultant and business partner to other groups within ADP. You will lead the daily activities of the team to ensure that all work is completed according to scheduled deadlines. You will train and mentor team members and identify development needs across the team. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.
Ready to #MakeYourMark? Apply now!
To learn more about Client Services at ADP, watch here: ******************************************
WHAT YOU'LL DO: Responsibilities
What you can expect on a typical day:
Provide Team Support. You will support your team so they can provide the best client service for payroll tax needs. You will help set the direction of their daily activities and ensure an overall productive and positive working environment for your team members.
Provide Client Support. You will help our clients manage their business using our solutions, which could include troubleshooting and probing to resolve payroll tax issues. Support might also involve partnering with multiple business units and teams for troubleshooting and delivering a seamless client experience.
Learn. You will continually upgrade your knowledge and skills on payroll tax, including federal and state compliance, standard operating procedures, administrative practices, other products, and desktop support tools to develop and maintain your ability to support our clients.
Organize. You adhere to a daily schedule and organize yourself to deal with various productivity - performance standards to ensure that established levels are achieved, especially during critical activity periods. You will manage escalated issues and provide direction on them.
TO SUCCEED IN THIS ROLE: Requirements
At least 5 years of related experience
At least 3 years of people leadership experience
A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
Experience noted above, OR
Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.
Manager Client Svc & Prod Supt
Customer success manager job in San Dimas, CA
ADP is hiring a Client Service Manager -- Tax.
Are you ready to join a company offering career advancement opportunities throughout your career journey?
Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?
Are you looking for an inclusive environment with a culture of collaboration and belonging?
Well, this may be the role for you. Ready to make your mark?
In this role, you will leverage your project management and leadership expertise to assist the Team Director in establishing the direction of daily activities, ensuring efficient operations, and creating an overall productive and enjoyable working environment for employees. You carry the weight of ADP's service reputation and client satisfaction in your hands.
The nature of what you do every day will not change -- your #1 goal is to support your team so they can provide the best service and solution around the client's payroll tax needs. Still, every day will be different because you will need to partner with other groups of ADP and the client in order to do this. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top-ranked training will help to set you up for success!
To thrive in this role, you must be comfortable working as a consultant and business partner to other groups within ADP. You will lead the daily activities of the team to ensure that all work is completed according to scheduled deadlines. You will train and mentor team members and identify development needs across the team. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.
Ready to #MakeYourMark? Apply now!
To learn more about Client Services at ADP, watch here: https://adp.careers/Client_Services_Videos
WHAT YOU'LL DO: Responsibilities
What you can expect on a typical day:
Provide Team Support. You will support your team so they can provide the best client service for payroll tax needs. You will help set the direction of their daily activities and ensure an overall productive and positive working environment for your team members.
Provide Client Support. You will help our clients manage their business using our solutions, which could include troubleshooting and probing to resolve payroll tax issues. Support might also involve partnering with multiple business units and teams for troubleshooting and delivering a seamless client experience.
Learn. You will continually upgrade your knowledge and skills on payroll tax, including federal and state compliance, standard operating procedures, administrative practices, other products, and desktop support tools to develop and maintain your ability to support our clients.
Organize. You adhere to a daily schedule and organize yourself to deal with various productivity - performance standards to ensure that established levels are achieved, especially during critical activity periods. You will manage escalated issues and provide direction on them.
TO SUCCEED IN THIS ROLE: Requirements
At least 5 years of related experience
At least 3 years of people leadership experience
A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
Experience noted above, OR
Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.
Client Service Account Manager - Healthcare Payments - Vice President
Customer success manager job in Irvine, CA
If you are passionate about healthcare technology, supporting the needs of your customers, and have a strong desire to be a client-facing strategic account leader, we would love to speak with you about joining our team.
As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship Management team. You will be responsible for managing and growing relationships with some of the largest and most prestigious healthcare customers. In this position you will have the opportunity to directly impact revenue retention and revenue growth. You are a self-motivated, proactive, results-oriented candidate who wants to excel and learn in an open, professional, and team-oriented environment.
Job Responsibilities
Manage large, high profile health systems, ensuring the health and satisfaction of customer relationships.
Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. Serve as the Customer's primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction.
Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction.
Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client leads and executives/C-suite.
Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations.
Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm.
Promotes adoption of InstaMed's solutions across your territory by identifying or promoting opportunities where InstaMed can offer value.
Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner.
Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer.
Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth.
Demonstrate a thorough understanding of InstaMed solutions, products and processes. Demonstrate a thorough understanding of customers EHR systems, and how InstaMed supports and integrates with systems
Required qualifications, capabilities, and skills
5 + years of proven success in a revenue-generating role
5 + years of experience within healthcare, health-tech, and merchant services
Excellent people skills and ability to build relationships with customers.
Sound judgment in setting customer expectations and managing sensitive customer situations.
Excellent organizational skills in daily task management and follow-ups.
Influence without direct authority
Displays strong analytical and problem-solving skills.
Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items.
Travel 25%
Preferred qualifications, capabilities, and skills
Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience.
Bachelor's degree or higher
Prior work experience in healthcare payment processing
Demonstrates knowledge of healthcare patient accounting systems / practice management systems
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyClient Success Manager
Customer success manager job in Irvine, CA
Description Essential Functions:
Develops relationships with existing customers; presents viable options to satisfy customer needs and works to anticipate the customer's future needs.
Utilizes customer retention software to monitor new, current, accounts to implement account retention procedures, with an emphasis on obtaining business from and retaining new and restart accounts.
Identifies and tags cases accordingly prior to production.
Evaluates cases of technical concerns and communicates with dentists/office to resolve issues.
Works directly with production team regarding product quality and retention cases.
Maintains records of account retention progress within customer retention software module.
Assists with determining causes of sales decreases, and works to promote continued use of company services.
Makes and receives phone calls with the intent of promoting and/or selling Crown World products and/or services.
Provides customer support to dentists and Dental Service Organizations to resolve level 1 issues.
Works with technical advising and customer care teams on retention cases.
Substitutes technical advising positions as necessary.
Maintains a working knowledge of Crown World products and services offered.
Performs other related duties and projects as business needs require at direction of management.
Education and Experience:
High school diploma or equivalent.
Minimum of two (2) years of ACD experience and/or three (3) years of customer service or minimum three (3) years in a dental background (RDA, DA, CDT).
Pay Range: $21.00-$25.00p/hr.
Crown World embraces innovative digital processes and specialize in the production of esthetic, all-ceramic restorations such as BruxZir Solid Zirconia crowns & bridges.
This is a unique opportunity to get in on the ground floor of a company whose passion is its' employees. In addition to a supportive work environment and friendly corporate culture, Crown World offers full benefits (medical, dental, vision, 401K, paid time off, and holidays).
Crown World is an equal opportunity employer, including disability and veteran status.
Note to Current employees: Please apply through Employee Transfer Application to complete the transfer request form.
Auto-ApplyClient Service Account Manager - Healthcare Payments - Vice President
Customer success manager job in Irvine, CA
If you are passionate about healthcare technology, supporting the needs of your customers, and have a strong desire to be a client-facing strategic account leader, we would love to speak with you about joining our team. As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship Management team. You will be responsible for managing and growing relationships with some of the largest and most prestigious healthcare customers. In this position you will have the opportunity to directly impact revenue retention and revenue growth. You are a self-motivated, proactive, results-oriented candidate who wants to excel and learn in an open, professional, and team-oriented environment.
**Job Responsibilities**
+ Manage large, high profile health systems, ensuring the health and satisfaction of customer relationships.
+ Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. Serve as the Customer's primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction.
+ Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction.
+ Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client leads and executives/C-suite.
+ Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations.
+ Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm.
+ Promotes adoption of InstaMed's solutions across your territory by identifying or promoting opportunities where InstaMed can offer value.
+ Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner.
+ Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer.
+ Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth.
+ Demonstrate a thorough understanding of InstaMed solutions, products and processes. Demonstrate a thorough understanding of customers EHR systems, and how InstaMed supports and integrates with systems
**Required qualifications, capabilities, and skills**
+ 5 + years of proven success in a revenue-generating role
+ 5 + years of experience within healthcare, health-tech, and merchant services
+ Excellent people skills and ability to build relationships with customers.
+ Sound judgment in setting customer expectations and managing sensitive customer situations.
+ Excellent organizational skills in daily task management and follow-ups.
+ Influence without direct authority
+ Displays strong analytical and problem-solving skills.
+ Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items.
+ Travel 25%
**Preferred qualifications, capabilities, and skills**
+ Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience.
+ Bachelor's degree or higher
+ Prior work experience in healthcare payment processing
+ Demonstrates knowledge of healthcare patient accounting systems / practice management systems
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Irvine,CA $95,500.00 - $153,000.00 / year
Enterprise Customer Success Manager
Customer success manager job in Irvine, CA
Job Description The Enterprise Customer Success Manager (CSM) is responsible for onboarding new customers, driving upsell growth, and mitigating churn. The CSM will ensure customer success by delivering value, building processes, and fostering strong relationships. The role includes working as a Subject Matter Expert (SME) for partner integrations and managing a Customer Success Associate (CSA) to achieve team goals.
The Day-to-Day Responsibilities:
Customer Success Leadership
Own the post-sales customer journey, including onboarding, engagement, and growth.
Ensure seamless transitions from sales to implementation, turning new customers into trained and successful users quickly.
Act as the primary point of contact for customers, delivering both good and bad news professionally.
Advocate for the company and the customer, balancing their respective goals and needs.
Team Management
Manage and mentor the assigned CSA, Seth, to ensure team success in onboarding and account management.
Drive team performance in minimizing churn and maximizing upsell opportunities.
Escalate challenges and provide regular updates with the technical team, ensuring alignment and resolution of complex issues.
Process Development and Execution
Build and implement processes around Quarterly Business Reviews (QBRs) and customer onboarding.
Create scalable frameworks for measuring and improving customer success metrics.
Collaborate with Product and Marketing teams to gather feedback and develop case studies.
Revenue and Retention Accountability
Drive upsell growth both directly and through team efforts.
Minimize churn by proactively addressing risks and delivering consistent value.
Contribute to organizational revenue attainment by meeting or exceeding targets.
Collaboration and SME Role
Work cross-functionally with Product, Sales, and Marketing teams to enhance customer experiences and integrations.
Serve as the SME for partner integrations, ensuring smooth and effective collaborations.
Maintain a feedback loop to provide insights into customer needs and opportunities for product improvement.
Ownership of Goals and Priorities
Own your calendar: Focus on high-impact activities and effective time management.
Prioritize tasks that align with goals for customer success, upsells, and churn reduction.
Balance hands-on execution with leadership responsibilities by delegating effectively.
A Little Bit About Us
Zuum is a rapidly growing, tech startup which is transforming the $1.2 trillion logistics industry. We connect enterprise shippers to carriers on an automated platform. To better understand what we are about, please check out our website Zuum Transportation and our Career Page.
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4.1-O Senior Customer Success Manager - Oil & Gas
Customer success manager job in Irvine, CA
Job Description Field AI is transforming how robots interact with the real world. We are building risk-aware, reliable, and field-ready AI systems that address the most complex challenges in robotics, unlocking the full potential of embodied intelligence. We go beyond typical data-driven approaches or pure transformer-based architectures, and are charting a new course, with already-globally-deployed solutions delivering real-world results and rapidly improving models through real-field applications.
We are seeking a dedicated and proactive Senior Customer Success Manager (Sr. CSM) to serve as the primary point of contact between Field AI and our enterprise clients. In this high-impact role, you'll foster strong, long-term partnerships and ensure that customers achieve measurable outcomes through our cutting-edge robotic solutions.As a Sr. CSM, you will be responsible for managing a portfolio of strategic accounts, deeply understanding client needs, and coordinating with internal teams to deliver timely and effective solutions. You'll handle client inquiries, resolve issues efficiently, and work to ensure customer satisfaction at every touchpoint. Your work will directly influence customer retention, expansion, and overall success.Key to this role is your ability to identify opportunities for growth and upselling, while also optimizing user adoption and proactively protecting against churn. You'll collaborate closely with Engineering, Product, and Sales to advocate for customer priorities and continuously improve the customer experience.What You'll Get To Do
Relationship Building: Develop and maintain strong and long-lasting relationships with clients
Client Needs Management: Understand client requirements, anticipate their needs and ensure their satisfaction
Internal Coordination: Collaborate with various internal teams (Sales, Marketing, Product development, Technology development, etc.) to deliver solutions and meet client expectations
Account Growth: Identify opportunities for account expansion, upsell and cross sell
Communication and Reporting: Effectively communicate with clients, provide regular updates and prepare detailed reports on account performance
Issue resolution: Address client concerns and resolve issues promptly and professionally
What You Have
Bachelor's degree in Business, Engineering or related field
5+ years of experience in customer success, account management or similar customer facing roles
Excellent communication skills, including strong verbal and written skills as well as presentation skills
Sales and negotiation skills, ability to identify sales opportunities and negotiate effectively
Customer service skills provide excellent customer support and build rapport with clients
Problem solving skills, identify and resolve client issues efficiently and effectively
Project management skills, coordinate tasks, manage timelines and ensure timely delivery of solutions
Analytical skills, analyze data, identify trends and make informed decisions.
Technical and Industry Knowledge:
Must be familiar with daily field activities in Oil and gas industry
Basic understanding of Monitoring and automation systems, SCADA, DCS, RTUs
Know-how on real time data is used for safety, efficiency and downtime prevention in oil and gas industry
Our salary range is generous and we take into consideration an individual's background and experience in determining final salary; base pay offered may vary considerably depending on geographic location, job-related knowledge, skills, and experience.
Why Join Field AI?We are solving one of the world's most complex challenges: deploying robots in unstructured, previously unknown environments. Our Field Foundational Models™ set a new standard in perception, planning, localization, and manipulation, ensuring our approach is explainable and safe for deployment.
You will have the opportunity to work with a world-class team that thrives on creativity, resilience, and bold thinking. With a decade-long track record of deploying solutions in the field, winning DARPA challenge segments, and bringing expertise from organizations like DeepMind, NASA JPL, Boston Dynamics, NVIDIA, Amazon, Tesla Autopilot, Cruise Self-Driving, Zoox, Toyota Research Institute, and SpaceX, we are set to achieve our ambitious goals.
Be Part of the Next Robotics RevolutionTo tackle such ambitious challenges, we need a team as unique as our vision - innovators who go beyond conventional methods and are eager to tackle tough, uncharted questions. We're seeking individuals who challenge the status quo, dive into uncharted territory, and bring interdisciplinary expertise. Our team requires not only top AI talent but also exceptional software developers, engineers, product designers, field deployment experts, and communicators.
We are headquartered in always-sunny Mission Viejo (Irvine adjacent), Southern California and have US based and global teammates.
Join us, shape the future, and be part of a fun, close-knit team on an exciting journey!
We celebrate diversity and are committed to creating an inclusive environment for all employees. Candidates and employees are always evaluated based on merit, qualifications, and performance. We will never discriminate on the basis of race, color, gender, national origin, ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability, or any other legally protected status.
Client Service Account Manager - Healthcare Payments - Vice President
Customer success manager job in Irvine, CA
JobID: 210684777 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $95,500.00-$153,000.00 If you are passionate about healthcare technology, supporting the needs of your customers, and have a strong desire to be a client-facing strategic account leader, we would love to speak with you about joining our team.
As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship Management team. You will be responsible for managing and growing relationships with some of the largest and most prestigious healthcare customers. In this position you will have the opportunity to directly impact revenue retention and revenue growth. You are a self-motivated, proactive, results-oriented candidate who wants to excel and learn in an open, professional, and team-oriented environment.
Job Responsibilities
* Manage large, high profile health systems, ensuring the health and satisfaction of customer relationships.
* Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. Serve as the Customer's primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction.
* Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction.
* Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client leads and executives/C-suite.
* Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations.
* Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm.
* Promotes adoption of InstaMed's solutions across your territory by identifying or promoting opportunities where InstaMed can offer value.
* Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner.
* Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer.
* Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth.
* Demonstrate a thorough understanding of InstaMed solutions, products and processes. Demonstrate a thorough understanding of customers EHR systems, and how InstaMed supports and integrates with systems
Required qualifications, capabilities, and skills
* 5 + years of proven success in a revenue-generating role
* 5 + years of experience within healthcare, health-tech, and merchant services
* Excellent people skills and ability to build relationships with customers.
* Sound judgment in setting customer expectations and managing sensitive customer situations.
* Excellent organizational skills in daily task management and follow-ups.
* Influence without direct authority
* Displays strong analytical and problem-solving skills.
* Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items.
* Travel 25%
Preferred qualifications, capabilities, and skills
* Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience.
* Bachelor's degree or higher
* Prior work experience in healthcare payment processing
* Demonstrates knowledge of healthcare patient accounting systems / practice management systems
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-Apply