Customer success manager jobs in Sacramento, CA - 396 jobs

Deliver comprehensive, multi-disciplinary, multi-line customer onboarding experience and oversight, including project coordination across key PMA disciplines Understand and comply with all excess and unbundled carrier guidelines; ensure timely and appropriate carrier engagement and communication protocols are adhered to in accordance with carrier service agreements Execute key program objectives throughout the client engagement; develop and implement short and long-range customer objectives consistent with client business goals and expectations Deliver consultative risk management services across all client and program types to solution for non-standard inquiries, including, but not limited to data management, program oversight, and strategic program direction Serve as a complete subject matter expert on all PMA products and services while maintaining a deep understanding of operational implications of the services provided Maintain deep understanding of services sold on each program and implement comprehensive procedures to control and prevent service creep In partnership with TPA sales and TPA claims timely identify and develop customer solutions to support renewals and demonstrate PMAMC value proposition throughout the life of the program Regularly engage in brand building activity with prospects, customers, brokers, and carriers Demonstrate strong ongoing understanding of industry landscape by participating in industry conferences, webinars, and available learning opportunities Recommend and develop client education opportunities to show PMAMC value to clients and their brokers Drive customer compliance with utilization of PMAMC approved vendor partners by maintaining a strong understanding of the products and services (and their value proposition) offered through PMA Timely initial and ongoing review of Account Management Database ensuring all data is consistently accurate and current Assist assigned customers with interpretation of data analytics specific to the needs of their programs and associated lines of business Partner with TPA data analytics team to evolve ongoing client reporting based on the program expectation, marketplace demands, and long-term customer objectives Implement customer-specific scorecards to showcase value Obtain appropriate industry certifications Expand understanding and technical competency utilizing key PMA software platforms, including, but not limited to Excel, Power Point, Qlik, Hyperion, Sharepoint, and project management tools Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards, and laws applicable to job responsibilities in the performance of work #LI-Hybrid Requirements: Requirements: Six plus years workers' compensation and auto/general liability claims experience required. Prior TPA and/or account management experience preferred. MUST RESIDE IN CA Bachelor's degree and/or equivalent work experience required. Excellent verbal and written communication skills with demonstrated presentations skills required. Strong analytical and problem solving skills with a solid customer service orientation required. Travel up to 35% Associate in Claims (AIC) or Chartered Property Casualty Insurance (CPCU) designation preferred. PMA is providing applicants with the anticipated wage range for this position in compliance with state regulations. The wage range for this role is $117,000 to $142,000. Wage ranges are based on national market data and may cover a wide range of geographies. Applicants may be paid above, within or below this range based on a variety of factors.

California Bank & Trust is looking for a Commercial Banking Relationship Manager in Sacramento, CA. This role focuses on generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships. Essential Functions: Responsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. This position will focus on companies with revenue of $50mm+ Acts as the principal account and relationship manager for new and existing clients. Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. Calls on existing relationships to review portfolios and makes recommendations as needed. Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. Responsible for monitoring credit performance. Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction. Cross sell other bank products. Other duties as assigned. Qualifications: Requires a Bachelor's and 6+ years of with commercial lending, credit, underwriting experience. A combination of education and experience may meet requirements. Working knowledge of lending, credit analysis preferable in a commercial lending environment. Strong experience expanding loans, client relationships and cross sell bank products. Experience selling, structuring and processing loans and closing processes. Requires skills and experience in applicant interviewing and perceptive character judgment. Strong credit experience performance. Must have good interpersonal and communication skills. Strong working knowledge of software applications, including word processing and spreadsheets. Must have a current commercial portfolio. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal 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, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $125,000 - $153,000 annually + bonus depending on job-related factors such as level of experience. Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.

At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for. Ready to take your career to the next level while doing work that truly matters? What You'll Do We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you. Grow territory performance through strategic planning and targeted customer engagement Meet and exceed sales goals while championing customer satisfaction. Deliver clear, compelling clinical messaging to multidisciplinary decision-makers Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems Navigate complex access and reimbursement landscapes across payer channels Stay ahead of market trends to identify new opportunities What You Bring A bachelor's degree (BA/BS) from an accredited institution 4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales Proven sales success and strong communication skills Proven success in meeting or exceeding sales targets Ability to quickly learn complex clinical information Experience in infusion, rare disease, specialty pharmacy, or neurology preferred Must possess a valid driver's license and be willing to travel throughout the assigned territory What Will Set You Apart Background in promoting specialty, rare disease or CNS products Strong analytical skills to leverage sales data for strategy A collaborative spirit and adaptability in fast-paced environments Exceptional communication, presentation, and negotiation skills A self-starter mindset with strong organizational skills Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan. Actual compensation may vary based on location, experience, and qualifications. Benefits include Paid time off (PTO) Health coverage (Medical, Dental, Vision) 401(k) with company match Company car. We are an equal opportunity employer workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. This posting is confidential; company details will be shared during later stages of the recruitment process.

At Promethean... We're on a mission to transform the way people learn and collaborate around the world. For over 25 years, we've been empowering educators, innovators, and business leaders with our award-winning interactive displays and software solutions that transform learning and workspaces into connected, creative environments. Our company is rooted in our values, igniting a culture that fosters collaboration and innovation, as well as promoting an inclusive environment. As a global leader in edtech, we are also passionate about four key areas where we can make a difference: growing access to technology for underserved communities, encouraging our employees to take an active role in improving our world, promoting diversity and inclusion, and reducing our carbon footprint. Discover more about our corporate social responsibility initiatives. As a member of #TeamPromethean, you'll have the opportunity to change lives with technology and directly impact education and the workplace for countless people every day. If you're passionate about education, collaboration, and making a positive global impact, we want to hear from you. Join us on our mission to transform the world, one student, one teacher, and one community at a time. The Area Sales Manager will be responsible for contributing to a business strategy for the territory that expands K-12, Higher Education and Enterprise sales coverage. You will be responsible for meeting and exceeding sales targets by establishing and leveraging business relationships, marketing and sales programs, other Promethean resources and by working directly with end users to advance sales opportunities. You will work with a territory team to monitor the progress of large installations as well as daily run rate business with a focus on expanding the channel and developing new end customer opportunities. You will help facilitate cross functional actions between your territory team members to drive discussions and actions to support the channel and end user. You will be responsible for understanding key metrics and ensuring those metrics are successfully met in driving the territory to hit revenue, interactive flat panel unit, compute unit, and software unit targets. You will be expected to help forecast business from your resellers with regular accurate updates to your Sales leader. Base Range: $ 82,100- $102,600 -- + Commission] Eligible For business reasons, Promethean does not employ individuals who work remotely in San Francisco, San Jose or Oakland. Promethean provides a comprehensive and competitive benefits package that offers the flexibility and security to thrive both inside and outside of work. Our benefits include: * Medical, Dental, and Vision Insurance * Spending Accounts (FSA and HSA) * Disability Programs * 401(k) Retirement Plan with Matching * Generous PTO and Holidays * Paid Maternity and Parental Leave Program with Child Care Subsidy * Paid Volunteer Time Off * Reward and Recognition Program * Well-Being Programs (For example, company-wide health challenges) * And more! Promethean is honored to be an equal opportunity workplace. We realize that by creating teams rich in diverse thoughts and experiences, our people, company and customers are free to thrive. We are committed to providing equal employment opportunities regardless of race, color, national origin, religion, creed, genetic information, sex (including pregnancy, sexual orientation or gender identity), age, marital status, disability, military or veteran status; or any other protected classifications or characteristics under applicable local laws. In addition, Promethean values privacy and the protection of personal information. For information regarding personal information we collect and our use of such data please see our privacy policy: 2I83hwP Please contact if you have an accessibility request at any point during the hiring process. #Promethean #EdTechJobs

Armis, the cyber exposure management & security company, protects the entire attack surface and manages an organization's cyber risk exposure in real time. In a rapidly evolving, perimeter-less world, Armis ensures that organizations continuously see, protect and manage all critical assets - from the ground to the cloud. Armis secures Fortune 100, 200 and 500 companies as well as national governments, state and local entities to help keep critical infrastructure, economies and society stay safe and secure 24/7. Armis is a privately held company headquartered in California. We are looking for a Technical Customer Success Manager (T.CSM) to join our growing Customer Success Team, who are a key in helping our valued customers achieve their strategic objectives and obtain maximum value from their investment in their Armis Platform. This will include helping in aligning new use cases to the CISO goals, and identify growth opportunities by informing the customer of our latest innovations, capabilities, and products and match these to the clients' business goals. In addition, the T.CSM will guide the customer in the successful adoption and operationalization of the Armis platform towards maximum value realization within all levels of the organization so hands-on technical delivery of the platform and configuration is required. The T.CSM serves as the business liaison between the customer and all cross functional teams within Armis, including our Executive team, Product Management, Engineering, Sales, Training and Enablement and others. We are highly collaborative and believe that success in one area can be replicated across many. Our team thrives on going above and beyond to deliver exceptional results, and we're looking for individuals who are passionate about making customers successful. What you'll do: Lead adoption and implementation plans for platinum-level customers, ensuring value realization from the Armis platform. Understand customer use cases and provide recommendations to improve security posture and platform utilization. Build and maintain trusted relationships with technical stakeholders and decision-makers. Act as the customer advocate within Armis, coordinating across teams to meet customer objectives. Ensure deployment and configuration align with key business use cases and are delivered on schedule. Stay current on third-party integrations and how they interact with Armis within customer environments. Serve as a subject matter expert in your area of technical proficiency. Partner with Product, Engineering, Support, and Sales teams to drive account success. What we expect: Bachelor's degree in Computer Science, Information Systems, or related field, or relevant certifications (CISSP, Security+, CEH). 5+ years experience in a Customer Success Manager, Technical Account Manager, or related customer-facing technical role. 5+ years experience in service delivery or technical account management in post- and/or pre-sales environments. Strong communication and presentation skills across technical and executive audiences. 3+ years experience in IT, security, healthcare tech, or similar environments. Familiarity with network protocols across OT/ICS, biomedical, or traditional IT infrastructures. Bonus Points: Experience in network engineering, architecture, support, or design. Knowledge of healthcare/ICT devices, manufacturers, or applications. Experience securing IT, IoT, or healthcare systems. Ability to travel up to 20-25% per quarter. Salary range guidance for this position is: $130,000 - $165,000 The salary range listed does not include other forms of compensation or benefits (e.g. i.e. bonuses, commissions, stocks, health insurance benefits, etc.) offered to candidates. Visit our careers site for more information on benefits at Armis. The choices you make in your career journey matter. You want to do interesting work in an important field while also having time to live your life, which is why we place so much value in your life-work balance. Armis sets you up for success with comprehensive health benefits, discretionary time off, paid holidays including monthly me days, and a highly inclusive and diverse workplace. Put your unique experiences and perspective to work in an environment where they will enable you to thrive, grow, and live your life with integrity. Armis is proud to be an equal opportunity employer. We never discriminate based on race, ethnicity, color, ancestry, national origin, religion, sex, sexual orientation, gender identity, age, disability, veteran status, genetic information, marital status or any other legally protected (or not) status. In compliance with federal law, all persons hired will be required to submit satisfactory proof of identity and legal authorization. Please click here to review our privacy practices.

MDVIP: Transforming Primary Care, One Patient at a Time MDVIP is a national leader in personalized healthcare, empowering over 425,000 members to achieve their health and wellness goals through a network of more than 1,400 concierge primary care physicians. Our program emphasizes preventive medicine, offering comprehensive screenings, advanced diagnostics, and individualized wellness plans. Recognized as a Great Place to Work since 2018, MDVIP is committed to excellence in patient care and employee satisfaction. Position Summary As a Success Manager, you will be responsible for building strong relationships with physicians and Practice Management, driving business outcomes, and ensuring their success with our solutions. You will leverage your medical knowledge and sales expertise to develop tailored strategies that enhance productivity, increase membership, and improve overall Practice performance. Your success will be measured based on membership and revenue growth, member retention, and practice performance. Key Responsibilities Practice Success & Growth Strategy • Develop & Execute Business Plans: Partner with physicians to assess practice performance, identify areas for improvement, and implement strategic initiatives that drive revenue, increase patient membership, and enhance operational efficiency. • Drive Measurable Results: Implement targeted programs to reduce cancellations, increase new memberships, optimize pricing strategies, and streamline operations for long-term success. • Onboarding & Continuous Training: Lead the onboarding of new practices and staff, providing ongoing training and performance coaching to ensure team members deliver an exceptional patient experience. Develop First-Year Growth Plans for all new affiliates and guide established practices through continuous improvement initiatives. • Trusted Advisor & Consultative Engagement: Serve as a strategic business consultant, helping physicians optimize patient engagement, streamline workflows, and leverage best practices to enhance practice outcomes. • Proactive Physician & Staff Engagement: Maintain consistent communication through in-person visits, calls, texts, and emails to ensure alignment with corporate initiatives, resolve concerns efficiently, and encourage participation in growth initiatives. • Operational Best Practices & Adoption: Regularly observe practice operations, identify gaps, and provide hands-on guidance to enhance productivity, service quality, and membership retention. Territory & Account Management • Strategic Territory Growth & Risk Mitigation: Proactively identify at-risk practices, expansion opportunities, and new growth initiatives within the assigned territory. Analyze practice performance and recommend continuous improvement plans based on data-driven insights. • Structured Visit & Engagement Cadence: Conduct regular on-site and virtual office visits, adjusting frequency based on performance assessments. Implement plans for underperforming accounts, ensuring practices meet performance goals and maximize revenue potential. • Collaboration & Resource Optimization: Work cross-functionally with internal teams-including Sales, Marketing, and Corporate Support-to drive territory success. Identify appropriate tools and resources to support affiliates effectively and follow up to ensure problem resolution. • Influence & Leadership in Practice Success: Lead physician engagement efforts, influencing participation in key corporate initiatives such as networking events, practice relocations, and technology implementations (EHR integrations, process optimization, etc.) Accountability & Performance Excellence • Goal-Oriented Execution: Maintain a results-driven approach by tracking key performance metrics, logging progress in CRM (Salesforce), and reporting on milestones and growth opportunities. • Commitment to Professional Growth: Actively participate in weekly team meetings, training sessions, and industry webinars to stay ahead of trends, best practices, and new offerings. • Operational Excellence & Responsiveness: Demonstrate strong organizational skills, critical thinking, and accountability by effectively managing multiple accounts, promptly resolving issues, and continuously refining strategies to drive success. • Ownership & Continuous Improvement: Take responsibility for outcomes, collaborate with internal teams to address challenges proactively, and ensure a continuous feedback loop to improve processes. Key Competencies • Goal-Oriented and Results-Driven: Focuses on achieving goals and getting things done efficiently and effectively. • Trusted Advisor: Builds strong relationships by offering helpful advice and being reliable. • Confident and Unflappable: Stays calm and confident, even in stressful or uncertain situations. • Handles Tough Conversations Well: Can talk through difficult issues honestly and respectfully, without avoiding them. • Collaborative: Works well with others, values teamwork, and helps everyone succeed together. Minimum Qualifications • Bachelor's degree in relevant discipline • Three (3) years related work experience in account management • One (1) year related work experience in sales • Proficient in Microsoft Office, with advanced skills in Outlook and intermediate proficiency in Excel and Word. Basic knowledge of PowerPoint. Preferred Qualifications • Experience working in healthcare, medical sales, or clinic operations. • Experienced with travel and expense reporting tools, mapping software, and CRM systems Why Join MDVIP? • Be part of a mission-driven organization leading innovation in personalized healthcare. • Drive transformation and growth in a dynamic, fast-paced environment. • Competitive compensation: attractive base salary complemented by performance-based incentives for eligible roles. • Comprehensive benefits: health, dental, vision insurance, and retirement plans. • Professional development: access to ongoing training and leadership development programs. • Positive work environment: consistently recognized as a Great Place to Work , fostering a culture of collaboration and excellence. MDVIP is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status. We believe that diversity and inclusion drive innovation and strengthen our company culture. If you require accommodation during the application or interview process, please let us know, and we will be happy to assist. Our compensation reflects the cost of labor across appropriate US geographic markets. Pay is based on several factors including but not limited to market location and may vary depending on job-related knowledge, skills, and education/training and a candidate's work experience. Hired applicants are offered annual incentive compensation programs, subject to applicable eligibility requirements. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance. The company offers the following benefits for this position, subject to applicable eligibility requirements. Medical/prescription drug coverage, Dental coverage, Vision coverage, Flexible Spending Account, Health Savings Account, Dependent Care Flexible Spending Account, Basic and Supplemental Life Insurance & Accidental Death and Dismemberment, Disability Income Protection Plan, Employee Assistance Program, 401(k) retirement program, Vacation, Paid Holidays and Personal time, Paid Sick and Family and Medical Leave time as required by law.

MDVIP: Transforming Primary Care, One Patient at a Time MDVIP is a national leader in personalized healthcare, empowering over 425,000 members to achieve their health and wellness goals through a network of more than 1,400 concierge primary care physicians. Our program emphasizes preventive medicine, offering comprehensive screenings, advanced diagnostics, and individualized wellness plans. Recognized as a Great Place to Work since 2018, MDVIP is committed to excellence in patient care and employee satisfaction. Position Summary As a Success Manager, you will be responsible for building strong relationships with physicians and Practice Management, driving business outcomes, and ensuring their success with our solutions. You will leverage your medical knowledge and sales expertise to develop tailored strategies that enhance productivity, increase membership, and improve overall Practice performance. Your success will be measured based on membership and revenue growth, member retention, and practice performance. Key Responsibilities Practice Success & Growth Strategy • Develop & Execute Business Plans: Partner with physicians to assess practice performance, identify areas for improvement, and implement strategic initiatives that drive revenue, increase patient membership, and enhance operational efficiency. • Drive Measurable Results: Implement targeted programs to reduce cancellations, increase new memberships, optimize pricing strategies, and streamline operations for long-term success. • Onboarding & Continuous Training: Lead the onboarding of new practices and staff, providing ongoing training and performance coaching to ensure team members deliver an exceptional patient experience. Develop First-Year Growth Plans for all new affiliates and guide established practices through continuous improvement initiatives. • Trusted Advisor & Consultative Engagement: Serve as a strategic business consultant, helping physicians optimize patient engagement, streamline workflows, and leverage best practices to enhance practice outcomes. • Proactive Physician & Staff Engagement: Maintain consistent communication through in-person visits, calls, texts, and emails to ensure alignment with corporate initiatives, resolve concerns efficiently, and encourage participation in growth initiatives. • Operational Best Practices & Adoption: Regularly observe practice operations, identify gaps, and provide hands-on guidance to enhance productivity, service quality, and membership retention. Territory & Account Management • Strategic Territory Growth & Risk Mitigation: Proactively identify at-risk practices, expansion opportunities, and new growth initiatives within the assigned territory. Analyze practice performance and recommend continuous improvement plans based on data-driven insights. • Structured Visit & Engagement Cadence: Conduct regular on-site and virtual office visits, adjusting frequency based on performance assessments. Implement plans for underperforming accounts, ensuring practices meet performance goals and maximize revenue potential. • Collaboration & Resource Optimization: Work cross-functionally with internal teams-including Sales, Marketing, and Corporate Support-to drive territory success. Identify appropriate tools and resources to support affiliates effectively and follow up to ensure problem resolution. • Influence & Leadership in Practice Success: Lead physician engagement efforts, influencing participation in key corporate initiatives such as networking events, practice relocations, and technology implementations (EHR integrations, process optimization, etc.) Accountability & Performance Excellence • Goal-Oriented Execution: Maintain a results-driven approach by tracking key performance metrics, logging progress in CRM (Salesforce), and reporting on milestones and growth opportunities. • Commitment to Professional Growth: Actively participate in weekly team meetings, training sessions, and industry webinars to stay ahead of trends, best practices, and new offerings. • Operational Excellence & Responsiveness: Demonstrate strong organizational skills, critical thinking, and accountability by effectively managing multiple accounts, promptly resolving issues, and continuously refining strategies to drive success. • Ownership & Continuous Improvement: Take responsibility for outcomes, collaborate with internal teams to address challenges proactively, and ensure a continuous feedback loop to improve processes. Key Competencies • Goal-Oriented and Results-Driven: Focuses on achieving goals and getting things done efficiently and effectively. • Trusted Advisor: Builds strong relationships by offering helpful advice and being reliable. • Confident and Unflappable: Stays calm and confident, even in stressful or uncertain situations. • Handles Tough Conversations Well: Can talk through difficult issues honestly and respectfully, without avoiding them. • Collaborative: Works well with others, values teamwork, and helps everyone succeed together. Minimum Qualifications • Bachelor's degree in relevant discipline • Three (3) years related work experience in account management • One (1) year related work experience in sales • Proficient in Microsoft Office, with advanced skills in Outlook and intermediate proficiency in Excel and Word. Basic knowledge of PowerPoint. Preferred Qualifications • Experience working in healthcare, medical sales, or clinic operations. • Experienced with travel and expense reporting tools, mapping software, and CRM systems Why Join MDVIP? • Be part of a mission-driven organization leading innovation in personalized healthcare. • Drive transformation and growth in a dynamic, fast-paced environment. • Competitive compensation: attractive base salary complemented by performance-based incentives for eligible roles. • Comprehensive benefits: health, dental, vision insurance, and retirement plans. • Professional development: access to ongoing training and leadership development programs. • Positive work environment: consistently recognized as a Great Place to Work , fostering a culture of collaboration and excellence. MDVIP is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status. We believe that diversity and inclusion drive innovation and strengthen our company culture. If you require accommodation during the application or interview process, please let us know, and we will be happy to assist. Our compensation reflects the cost of labor across appropriate US geographic markets. Pay is based on several factors including but not limited to market location and may vary depending on job-related knowledge, skills, and education/training and a candidate's work experience. Hired applicants are offered annual incentive compensation programs, subject to applicable eligibility requirements. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance. The company offers the following benefits for this position, subject to applicable eligibility requirements. Medical/prescription drug coverage, Dental coverage, Vision coverage, Flexible Spending Account, Health Savings Account, Dependent Care Flexible Spending Account, Basic and Supplemental Life Insurance & Accidental Death and Dismemberment, Disability Income Protection Plan, Employee Assistance Program, 401(k) retirement program, Vacation, Paid Holidays and Personal time, Paid Sick and Family and Medical Leave time as required by law.

Full-time Description Who We Are CPM Educational Program's mission is to empower mathematics students and teachers through exemplary curriculum, professional development, and leadership. Our teacher-supporting, student-centered, problem-based classroom solutions for grades 6-12 foster engagement and equity in the classroom, while we strive to cultivate these same values within our workplace culture. Your Role at a Glance The Customer Success Manager is a full-time, exempt role reporting to the Director of Professional Learning. You will support CPM's largest districts (40,000+ students), ensuring they realize maximum instructional and student-outcome value. Responsibilities include enterprise onboarding, renewal execution, expansion strategy, engagement leadership, and proactive risk mitigation. This position requires a deep understanding of enterprise K-12 district operations and the ability to navigate complex political, academic, and instructional ecosystems. You will systematically navigate district layers, from cabinet leadership to site-level teams, to expand CPM's footprint, drive program success, and grow long-term strategic partnerships. This role does not include supervisory responsibilities. Requirements Essential Duties and Responsibilities 1. Customer relationships and product utilization Conduct Curriculum Review meetings with your customers to better understand and satisfy current needs, identify future needs through discovery and execute resolution or escalate. Execute customer success strategies to enhance retention and expansion while progressing customers through the PL customer journey. Monitor and enhance customer license assignment and usage. Monitor and improve net promoter score (NPS) response rates and overall satisfaction scores. Respond to all NPS comment queries and resolve customer challenges or escalate as appropriate (including opening formal risks). Collect and analyze feedback to continuously refine the customer experience. 2. Customer Onboarding Collaborate with the Customer Acquisition Team for new committed customers and others as necessary to provide onboarding services. Ensure the onboarding process takes place for all new and existing enterprise customers that are eligible for managed onboarding. Promote and increase attendance for all F1 required teachers. Promote and increase attendance for F2, F3 and Building on attendance for all F1-required teachers and newly assigned teachers. Provide technical onboarding options for integration and ensure that customer's onboarding needs are met by partnering with technology using the technical onboarding process. Develop and execute strategies to increase Foundations participation and engagement. 3. Professional Learning Management Recommendations: Lead execution of PL through matrixed cross-functional facilitation teams of non-direct reports, driving performance improvement, consistency, and instructional excellence across large district implementations. This includes unique techniques for discovery, survey and attendance tracking to best meet the needs of the customer. Ensure Implementation Support Visits (ISVs) occur as required and are accurately documented. Identify opportunities to expand contracted PL services to meet evolving customer needs. Ensure PL facilitators are aligned with best practices and instructional goals. Ensure PL locations are identified and reserved on time annually in order to facilitate maximum teacher attendance within the budget and guidelines of the department. Implement techniques to capture accurate PL attendance and increase survey responses as well as missing discovery responses from key districts as they attend PL 4. Customer Renewals & Expansions Manage the E2E renewal process, ensuring high retention rates and accurate closed lost reasons. Expand the usage rates of CPM by addressing the expansion needs of existing districts and identifying CPM qualified schools (Middle & High Schools) that have not adopted CPM. Influence them to adopt CPM or identify the reason (closed lost) that they haven't adopted CPM. Develop techniques for overcoming objections to CPM adoptions (Change Management, Collaborative learning etc.) and closed lost reasons when they are encountered. Track and analyze closed-lost renewal & Expansion reasons to improve future retention techniques. Proactively address churn risks, identifying patterns, solutions, and designating customers at risk. Increase customer engagement by identifying opportunities for additional professional learning or curriculum support. 5. Customers at Risk: Identification & Resolution Utilizing HubSpot to record and manage primary and secondary at risk definitions and infrastructure as an early warning system to identify customers at risk of churn. Proactively engage with at-risk customers, creating a success plan and executing it in an effort to get the customer off of risk and improve retention. Collaborate with internal teams to resolve customer challenges before they escalate externally. Implement data-driven strategies to improve renewal forecasting and retention efforts. Represent the voice of the customer internally by escalating issues as necessary. 6. Regional Mathematics Awareness Collaborate with the regional CSM for mathematics education in the locations of the enterprise customers Stay informed on state-specific education policies, curriculum standards, and instructional trends. Build relationships with key stakeholders, including district leaders and educators, to position CPM as a trusted resource. 7. Conferences & Trade shows Coordinate trade show logistics for national conferences, ie. NCSM/NCTM, AMLE, BTC. Attend national and identified regional conferences to meet and engage current and prospective customers to generate leads. Additional responsibilities aligned with the needs of the organization. Your Background and Expertise To thrive in this role, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below 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. Education and/or Experience: The ideal candidate will have over three years of experience in Customer Success, Professional Learning, or Account Management, preferably within K-12 education, EdTech, or textbook publishing. They should possess deep knowledge of mathematics education and curriculum standards, along with experience mentoring educators or facilitators. The role requires a proven ability to drive renewals, expand services, and proactively resolve at-risk accounts, as well as expertise in churn analysis, customer retention strategies, and success metrics. Strong presentation, training, and relationship-building skills are essential, along with proficiency in CRM platforms such as HubSpot and Salesforce and the use of customer success analytics tools to deliver measurable impact and sustained client satisfaction. Key Competencies: High level of integrity, industriousness, and passion for transforming education. Exceptional time management, prioritization, and organizational skills. Demonstrate excellent verbal and written communication skills. Your Well-Being at Work Benefits Overview: CPM offers a comprehensive benefits package designed to support employee well-being and financial security: Medical: Covers full premiums for employees and partial for dependent(s). Includes a High-Deductible Health Plan paired with a Health Savings Account (HSA), featuring fixed contributions per pay period into employee HSA accounts. Dental and Vision: Covers part of dental and vision premiums for employees. Life and Disability Insurance: Fully covers term life insurance and long-term disability insurance. Employees may opt for short-term disability coverage through post-tax payroll deductions. Health and Flexible Savings Accounts (HSA/FSA): Includes employer contributions to HSA, with voluntary employee funding options. FSA provides pre-tax deduction benefits for eligible expenses funded by the employee. Paid Leave: Provides generous personal leave accruals based on years of service for full-time employees. Sick leave is provided to all full-time employees, while part-time employees in states with mandated sick leave laws also receive sick leave. Volunteerism leave is accessible to full-time employees after completing one year of service. Holidays: Includes office closures for major holidays and includes a winter break from December 22 to January 4. Retirement Savings: Matches employee 401(k) contributions up to 5% once eligibility requirements are met. Phone/Internet Reimbursement: Offers a flat reimbursement for employee phone/internet expenses. The Extras: Provides additional perks, such as discounts and services for laser vision correction, hearing aids, EAP, teeth whitening, travel assistance, will preparation, legal document drafting, and identity theft awareness and prevention. Salary Description $43.48 - $61.92/hr DOE

About us At Auctane, we are united by a passion to help businesses deliver - whatever their size, wherever they are, and however they operate. We make it possible for businesses to meet the ever-changing requirements of their industry and customer expectations. Auctane products enable hundreds of thousands of businesses to annually mail and ship billions of items - over $200 billion worth - to recipients around the globe. The Auctane family of mailing and shipping software products includes ShipStation, Stamps.com, ShipStation API, Metapack, GlobalPost, and Packlink. Our partners include Amazon, UPS, USPS, eBay, BigCommerce, Shopify, WooCommerce, and Walmart. Our values Win as One. Delight Customers. Deliver Great Outcomes. About the role The primary purpose of the Field Customer Success Manager position is to build and maintain strong relationships with our most strategic customers. Customer Success Managers (CSMs) learn their customer's business goals and help them achieve those goals through the use of Auctane products and services. CSMs look for opportunities to make a customer's account as efficient as possible through workflow consultation and optimization, as well as look for potential areas of monetization. CSMs help their customers understand how to grow their business through more strategic use of Auctane's products. Responsibilities include maintaining a strong knowledge of ShipStation and E-Commerce, specifically in regard to carrier choice and understanding what services yield the highest return in company monetization. Field CSMs perform these functions while embedded in the market they serve which allows them to meet with their customer face to face as often as needed. Being based in the market they serve better enables them to build strong trust and prevent customer and revenue churn. This field position is remote and candidates should be based in the Sacramento or San Jose Metro Area. Salary Range for CA applicants is: $124,000 OTE. Travel Requirements: Spend 3-4 days per week physically with customers at their shipping locations Travel to Auctane's home office or other training/meeting locations within the US 2-4 times per year. Sales Perks: 🌴 Fully Paid Annual International President's Club Trip (Auctane Employee Plus One) 🌐 Exciting and Motivating Annual Global Revenue Kick Off Week at HQ in Austin, TX 💰Competitive Compensation Packages About the team The Customer Success department's purpose is to to build and maintain strong relationships with our most strategic and highest revenue producing customers. The team provides customers with exceptional service and technical expertise in shipping, logistics, software and hardware. The department drives retention, increases merchant shipments by saving them time and money, and helps the business to grow profitable revenue by recommending and implementing Auctane products and services. What will you be doing? Drive Customer Success Outcomes: Research and analyzes current accounts for signs of workflow deficiencies and process optimization, potential for increased product adoption, and churn mitigation. Leverage customer health data, adoption, utilization, & complexity scoring to drive prioritization of field efforts and overall impact into your portfolio. Utilize knowledge of ShipStation's new and existing features and integrations through release notes, documentation, and training to consult with customers. Travel to customer locations (3 days / week) to conduct discovery and provide in-person guidance and partnership based on findings from data sources mentioned above. Use critical thinking to resolve issues and communicate functionality of the application to users. Identify Customer Growth Opportunities: Contact and meet with customers on a weekly basis to inform them of potential savings and changes in their account that will benefit their process as well as what they are spending with their carriers, and ideally drive additional monetization to Auctane. Knowledge of best practices in shipping given the customer's selling vertical. Knowledge of carriers and the shipping industry of the current day. Ability to communicate complex carrier information in a way that is consumable to the customer. Ability to conduct research and discovery in the spirit of spotting cost savings opportunities that reflect potential monetization opportunities to Auctane. Enhance Customer Experience via Internal Collaboration: Collaborate with other departments to ensure the customer experience is seamless. Ability to clearly articulate and define issues and expectations, with all necessary details and through the lens of the voice of the customer. Partner with Sales to identify existing client growth opportunities within your assigned territory Collaborate as needed with Support, Technical Escalation, Product, and/or Engineering as needed for critical customer escalations and representing the voice of the customer. Contribute to Content Marketing efforts to drive brand/product awareness and accelerate customer acquisition by identifying opportunities for customer stories, case studies, and quotes. What are we looking for? Four or more (4+) years of account management and/or customer service experience Proven experience managing SMB customers in a scaled (or pooled) motion. Has experience leading regular in-person customer visits Experience with B2B or SaaS software preferred Optional, but a plus: Direct experience working at or with shipping carriers (e.g., UPS, USPS, FedEx) and eCommerce (e.g., Amazon, Shopify, Etsy) and/or knowledge of shipping regulations and procedures. High School Diploma or G.E.D required Based locally in territory. Field CSMs perform these functions while embedded in the market they serve which allows them to meet with their customer face to face as often as needed. Being based in the market they serve better enables them to build strong trust and prevent customer and revenue churn. The Tech Salesforce Zoom Zendesk JIRA Slack G Suite Looker What do we offer? 🛬Take the reins of your time off with our Flex Time Off policy - because work-life balance should always be in your hands! 🌅 We offer 12 paid holidays for all of our US employees! 💰401k employer matching program - because your future deserves a friendly boost! ⭐️We conduct annual merit reviews to recognize and reward your hard work and achievements. 🏐 Health and Wellness: The well-being of our team is super important to us. Choose from different options that include medical, dental, and vision plans. 🧠Employee Assistance Program. We offer up to 8 free mental health sessions. 💪🏽We offer gym discounts to help you stay fit and healthy! 📚We offer education reimbursement to all employees, ensuring that you can pursue your educational goals while excelling in your career with us. Invest in your future and let us support your growth every step of the way. 🔗 Employee Referral Program! We reward employees helping us find top talent! 💜 An inclusive and upbeat work environment. The personality and opinions of each of our team members are important and valid; we aim to offer all employees a safe environment where they can be themselves and thrive. 🏢 Attractive HQ in the heart of central Austin, Texas. Additional Position Duties: (The following is a list of what all employees, except those with medical accommodation, may be regularly required to do.) Sit for prolonged periods of time Utilize wrist and hands for a prolonged period of time Walk short distances Stand for short periods Speaking and conversing with others Lift up to 25lbs without assistance up to chest height Equal Opportunity Employer/Veterans/Disabled If you are based in California, we encourage you to read this important information about the ShipStation Privacy Policy for California residents linked here.

Customer Success Manager SimpliGov is a high-growth tech start-up listed on the GovTech 100 as one of the most influential technology companies addressing the US government. Our cloud-based government modernization platform empowers state and local organizations to rapidly improve constituent and employee experiences through online forms and workflow automation. We are a no-code solution that integrates with existing backend systems, enabling lightning-fast implementations that deliver modern and efficient government services. Role: As a Customer Success Manager (CSM) at SimpliGov, you will be a trusted partner helping our government customers achieve their strategic objectives and realize maximum value from their investment in SimpliGov. You will manage a portfolio of strategic accounts, ensuring customer satisfaction, retention, and expansion, while fostering long-term executive relationships. Acting as the voice of the customer, you will work cross-functionally with Product, Engineering, Professional Services, Marketing, and other teams to align customer needs with SimpliGov's innovation and delivery. This role requires a balance of strategic consulting, technical acumen, and program management. You must be comfortable engaging with C-level executives, department heads, and technical project leads, while also diving deep into product functionality to provide expert guidance. The ideal candidate is proactive, data-driven, and passionate about driving digital transformation in the public sector. Responsibilities Drive customer health, business alignment, and measurable value through ongoing engagement and achievement of customer outcomes. Serve as a trusted advisor to executive sponsors, program managers, and technical leads. Lead customer success planning, including adoption strategies, QBRs, and value realization roadmaps. Proactively identify expansion and upsell opportunities in partnership with Sales. Serve as a program manager for customer escalations, product enhancement requests, and strategic initiatives. Facilitate workshops and training sessions to showcase the full value of SimpliGov. Establish and manage regular communication cadences (weekly, monthly, quarterly) with clients, presenting dashboards, adoption metrics, and program updates. Partner with technical and business teams to drive adoption and ensure successful outcomes. Monitor customer utilization and recommend new features and best practices to maximize subscription value. Advocate for customers by influencing product roadmaps and ensuring their feedback is incorporated into SimpliGov's evolution Partner with Sales on renewals and expansion opportunities. Maintain up-to-date knowledge of SimpliGov's platform, industry best practices, and digital government trends. About You 5+ years relevant, client-facing experience in customer success, account management, or consulting (required) Strong background working with government or public sector clients (required). Proven ability to influence senior stakeholders and present strategic recommendations to executives. Strong project management skills with a track record of managing complex, multi-stakeholder initiatives Experience with SaaS/cloud-based applications and digital transformation programs. Excellent communication, presentation, and interpersonal skills. Demonstrated ability to create and execute adoption and success plans that drive measurable business outcomes Skilled in developing product use cases and guiding customers on best practices. Highly organized with exceptional follow-through and the ability to balance multiple priorities in a fast-paced environment. Passionate about public service and improving citizen experiences through technology. Why Join SimpliGov? SimpliGov is dedicated to enabling digital transformation in the public sector through its award-winning workflow automation and secure forms management platform, enjoying significant success across a growing national list of public sector customers. We are privately owned, utilize the latest technology, and bring integrity and humility to our mission of enabling modern and efficient government services. In addition to a competitive base and OTE earnings packages, we also offer: Medical, dental, and vision insurance. Technology and transportation expense reimbursements. Health club membership. 401K with company matching. Freedom paid time-off policy. The US base salary range for this full-time position is $75,000-$120,000 + benefits. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. SimpliGov does not currently sponsor applicants for work visas. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability. SimpliGov participates in the federal government's E-Verify program, which confirms employment authorization of all newly hired employees and most existing employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. For new hires, the E-Verify process is completed in conjunction with the Form I-9 Employment Eligibility Verification on or before the first day of work. E-Verify is not used as a tool to pre-screen candidates.

As a Customer Success Manager (CSM), you will be responsible for maintaining customer satisfaction and loyalty. You will work alongside your fellow CSMs to ensure that AssureHire clients are happy and well-cared-for. Responsibilities: Act as the primary liaison for clients throughout the entire customer lifecycle. Set up and handle business reviews with clients. Build in-depth relationships with clients to understand their business goals. Represent clients in collaborations with internal stakeholders to ensure customer issues are being addressed. Requirements: Excellent verbal and written communication skills. Strong time-management skills. Exceptional attention to detail and organizational skills. Ability to manage sensitive information. Ability to listen, understand and problem solve. Perks: We are a growing, thriving company with a progressive culture focused on a healthy, fun and fulfilling workplace. Fun Fridays with catered food. Medical, dental, and vision coverage. Stock options. Fitness and device stipends. Paid training, sick leave, and vacation time.

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

Customer Success Manager (Equity-Based) Category: Flexible, Part-time (15 hours) to Full-time (40 hours) Reports to: VP, Sales Compensation: Fair Market Value, Equity-Based Compensation Model Welcome to the forefront of transformational change. At SOULCHI, we are driven by a vision that blends virtues-based leadership, conscious growth, and a commitment to the United Nations Sustainable Development Goals. As an equity-based startup team member, you're not just joining a team; you're embarking on a journey to shape a more harmonious and sustainable world. We believe that true progress stems from the fusion of innovation and values, and that's exactly what you'll find here - a dynamic environment where your talents will thrive, your ideas will flourish, and your impact will resonate far beyond. Join us in rewriting the narrative of leadership and making a lasting difference that echoes through generations. Role Overview: As a Customer Success Manager, you will be the primary point of contact for our customers, ensuring they receive the highest level of service and support. You will work closely with clients to understand their needs, facilitate product adoption, and drive customer satisfaction and retention. You will also collaborate cross-functionally with various internal teams to provide customer support, feedback and training while identifying additional sales opportunities. Responsibilities: Onboarding: Guide new customers through the onboarding process, ensuring they are set up for success with our software. Relationship Management: Build strong, long-lasting relationships with strategic customers to understand their business goals and challenges. Support & Training: Provide ongoing support and training to customers, helping them maximize the value of our products. Feedback Loop: Gather customer feedback and communicate insights to the product development team to influence future product enhancements. Renewals & Upselling: Monitor customer health metrics and drive renewals and upsell opportunities. Reporting: Track and report on customer success metrics and KPIs. Qualifications: Bachelor's Degree Required Experience: 5+ years' experience working in Customer Success, Account Management, Client Services, or other similarly customer-centric role in a SaaS environment. Communication Skills: Excellent verbal and written communication skills; ability to convey complex concepts clearly. Problem-Solving: Strong analytical and problem-solving abilities, with a customer-centric mindset. Technical Aptitude: Familiarity with SaaS products and a willingness to learn new technologies quickly. Team Player: Ability to work collaboratively across teams and departments including product, marketing, sales and the executive team. Equity-Based Compensation Opportunity: As part of the SOULCHI team, you'll take part in our equity-based compensation model, aligning your success with the success of our business. After much research we have found the fairest equity model for a startup. We use the Slicing Pie model. First phase is equity-based only, which we are currently in. Equity calculations move dynamically based on your fair market rate and actual number of hours worked. In the second phase, which happens at the break-even point, the equity freezes at each member's current earned percentage and compensation switches to salary + benefits. Your equity percentage gets paid out annually as part of the profit sharing. This is more than a job; it's an opportunity to own a piece of the future. We request you only apply for this position if you believe an equity-based model is the perfect fit for you. A more detailed explanation from the professor who created the model can be found on Youtube, "Pie Slicer Equity Split Software" by Slicing Pie. We understand the importance of work-life balance and recognize that each individual has unique scheduling needs. As such, we offer flexibility in working hours for the Customer Success Manager (Equity-Based) role, with the opportunity to work anywhere between 15 to 40 hours per week, depending on the candidate's availability and suitability for the role. Thank you for considering SOULCHI as your future employer. How to Apply: To apply, please submit your resume and a cover letter detailing your alignment with our mission and the value you can bring to our team. Join our passionate team and be part of a transformative journey to spread virtues, create social impact, and contribute to a more loving and peaceful world. Together, we can harness the power of technology to bring the truth of oneness to the center of societies worldwide.

Job Description As a critical member of a dynamic, growing pharmaceutical services company, you will be vital in the company's success! The Account Manager of Client Services cultivates and maintains an on-going strategic relationship with their clients. They are responsible for the ensuring customer satisfaction with pharmacy services, issue resolution and overall retention of their clients. The ideal candidate has experience in client retention in a long-term care pharmacy setting. This position requires entails 80% travel between the Sacramento, CA and Reno, NV areas. Applicants should reside within that territory and must have a valid Driver's License. Schedule: This is a salaried position, working Monday - Friday. Per business needs, you may need to work a weekend, but this is rare. We offer: Flexible schedules Competitive pay Shift differential Health, dental, vision and life insurance benefits Company paid STD and LTD Tuition Assistance Employee Discount Program 401k Paid-time off Tuition reimbursement Non-retail/Closed-door environment Our Pharmacy group focuses on providing exceptional customer service and meeting the pharmacy needs for hospitals, rehabilitation hospitals, long-term acute care hospitals, and other specialized care centers nationwide. If your passion is service excellence and top-quality care come join our team and apply today! This position will be posted for a minimumof 8 days Responsibilities Builds strong partnerships with clients through consultation and collaboration for the sustained success and growth of their organizations Accountable for all aspects of client relationships; primary go-to person for your client base Engages with all levels across the organization to discuss issue resolution, growth opportunities and overall pharmacy performance in the Monthly/Quarterly Business Reviews (QBR's) and Pharmacy Optimization Services (PSOP's) Leads client contract renewal process in collaboration with other key PharMerica stakeholders Owns the client issue escalation and resolution process. Working directly with key internal partners, achieves timely responses on all issues along with setting proper expectations for clients Manages their client base through the company's CRM software. This includes the tracking and management of activities, issues, tasks, contacts, and other client communications. Own your Client Book of Business - be the subject matter expert and be prepared to communicate the most important critical to quality measurements to address customer's needs, delivering world class service Provides pharmacy service, performance and reporting data. Prepares reports, monthly and quarterly business review materials, facilitates client engagement calls and conducts routine training, providing educational materials to facilitate compliance with PMC procedures, tools and resources Works with client support services in leading the on-boarding of new clients and facilities to ensure a seamless implementation Collaborates with other functional departments (credit/collections, contracting, and marketing) to assure that corporate billing, and receivable standards are achieved Represents PharMerica at corporate/networking/client events and conferences Conducts job responsibilities in accordance with the standards set out in the Company's Code of Business Conduct and Ethics, its policies and procedures, the Corporate Compliance Agreement, applicable federal and state laws, and applicable professional standards Qualifications Bachelor's degree or equivalent experience Three to five years of previous experience in a client management, customer service, or client support role; previous experience in a client support role within a healthcare setting or other business-to-business setting Ability to communicate to all levels of management Excellent time-management and basic computer skills Advanced Microsoft Office proficiency Outstanding problem-solving skills Experience in root cause analysis Ability to collaborate cross-functionally Experience working within a collaborative team Experience in a project management and client-facing customer service role Strong background with the ability to manage multiple priorities and deadlines at once

Full-time Description Summary: The Client Manager 1 works closely with the Account Executive to service a portion of the BRMS client base. The Client Manager 1 is the day-to-day point of contact for each client account. The CM 1 strives to ensure service levels and expectations are being met by executing regular and proactive communication with all client administration and upper level on a day-to-day basis. Essential Duties and Responsibilities include the following. Other duties may be assigned. Organize regularly scheduled communications with all existing clients and internal contacts to determine how BRMS can meet their business needs. Review accounts on a monthly basis. Build strong relationships with clients' HR teams, senior managers, and other key stakeholders. Manage BRMS client and benefit plan renewals from beginning-to-end with input from the AE. Responsible for obtaining and revising necessary information on the account and completing all activity as required. Work on new client implementations. Prepare, Manage and understand and provide critical review of monthly reports Ensure execution of contract and any renewal adjustments by working with finance and sales. Exhibit strong technical knowledge of industry, products, and compliance requirements, including plan deductibles and dates Work internally to create and maintain plan documents. Mediate between client and carrier. Create and update plan documents during and after Implementation Create and update ID cards during and after Implementation Maintain PPO Network contract application and Plan Cost Reports Respond to Anthem Blue Cross Utilization Management update requests Appropriately escalate issues and opportunities to Upper Management as need be. Provides feedback to assist in the creation of performance improvement goals and development of training programs. Ensure proper handling of customer issues and concerns. Conduct ongoing training to team members to make certain the quality of service delivered to BRMS customers achieves and exceeds company and productivity standards. Review daily and monthly reports, transactions, and trends, and provide feedback to team members and Upper Management Performs other duties and responsibilities as assigned by Management. Supervisory Responsibilities: This job has no supervisor responsibilities Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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. Education and/or Experience: High School Degree or G.E.D.; and minimum of two years experience working in a related Customer Support Role; or equivalent combination of education, training, and/or experience in self-funded employee benefits industry, which demonstrates ability to perform the outlined duties above. Language Skills: Ability to read, speak, and write effectively in English. Ability to interpret documents such as safety rules, memos, letters, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position. Mathematical Skills: Ability to add and subtract, multiply and divide with 10's and 100's. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Certificates, Licenses, Registrations: Valid, class C license in state working with no adverse driving record. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit for extended periods in front of a computer. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and use hands to finger, handle, or feel. The employee may frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. This position requires the employee to work in the office. Salary Description $25.00 - $27.00 DOE

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

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

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Position Summary: The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Principal Responsibilities: Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution. Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations. Manage all policy activity aspects of assigned accounts Present risks to the insurance marketplace for quoting, as needed Communicate clear expectations to the client regularly, professionally, and proactively. Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Conduct effective enrollment meetings, as needed with prepared collateral Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client. Cultivate strong relationships with clients and insurance company partners Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership Education, Experience, Skills and Abilities Requirements: Strong presentation skills, both verbal and written communications Current state License required Bachelor's degree preferred plus 2+ years of related experience Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems Demonstrates firm's core values, exuding behavior that is aligned with corporate culture PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY: Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution. Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations. Manage all policy activity aspects of assigned accounts Present risks to the insurance marketplace for quoting, as needed Communicate clear expectations to the client regularly, professionally, and proactively. Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Conduct effective enrollment meetings, as needed with prepared collateral Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client. Cultivate strong relationships with clients and insurance company partners Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership The starting pay is $85,000 annually. Salary is negotiable upon time of hire. #LI-SB1 #LI-HYBRID IND1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Job DescriptionClient Engagement & Relationship Manager Client Engagement & Relationship Manager Location: Roseville, CA • On-Site • Full-Time Firm: IndigoFlow Wealth Advisory (Ameriprise Private Wealth Practice) About the Role We're seeking a warm, proactive communicator to be the voice and presence of our firm. This role combines client engagement, lead follow-up, and event coordination to ensure every interaction feels thoughtful and seamless. Most meetings are virtual, so comfort in a digital environment is essential. Key ResponsibilitiesClient & Prospect Engagement (Primary) Respond promptly to inbound leads Make outbound calls, texts, and emails to schedule consultations Build rapport and maintain accurate CRM notes Client Experience & Office Support (Secondary) Greet clients and ensure a positive in-office experience Answer phones and assist with meeting prep Support logistics for client events and seminars Career Progression & Licensing Opportunities Designed for growth, this role offers exposure to advisory operations and client relationship management. High performers may pursue firm-supported licensing (Series 6, 7, or 65) and advance into practice or operations management. Development includes mentorship, training, and structured growth plans. Why Join Us Impactful Work: Help clients achieve financial confidence and life goals Collaborative Culture: Work with a high-performing, values-driven team Growth Opportunities: Professional development and advancement potential Who Thrives Here Warm, outgoing, and proactive Strong communicator across phone, text, and email Organized yet adaptable; tech-savvy in virtual workflows Qualifications 1-5+ years in client service, hospitality, or outreach Comfortable with outbound calling Bachelor's degree required; CRM experience helpful Compensation & Benefits Hourly: $26-$33 (Non-Exempt) Bonus: Performance-based Benefits: Medical, dental, vision, retirement plan, PTO, paid holidays, professional development How to Apply Submit your resume and a short cover letter explaining: Why you enjoy proactive outreach and relationship-building Why this role resonates with you Equal Opportunity Employer IndigoFlow Wealth Advisory welcomes applicants from all backgrounds.