Head of Customer Success
Customer success manager job in Carlsbad, CA
Team: Customer Success & Implementation
Reports to: CEO
XILO is a fast-growing Vertical AI company transforming how insurance brokers, banks, and credit unions automate their operations. We provide a modern workflow automation platform that powers quoting, marketing, and sales for the insurance industry. Backed by Altos Ventures ($10B+ AUM) and other top-tier investors, XILO is entering a rapid scale phase post-Series A. Our mission is to set the standard for product and customer experience in the insurance industry.
We live by our values: Fast, Accountability, Customer-Centric, Trust, and Standing Out (FACTS), and we're building a high-performing team that reflects them.
About the Role
We're looking for a Head of Customer Success to scale and mature our post-sales organization, spanning implementation, support, and account management. This leader's first and most critical mission will be to perfect our product delivery experience, ensuring implementations run with the precision, consistency, and polish of a Michelin star restaurant service. Once delivery excellence is achieved, they will evolve the organization's focus toward high-efficiency post-live operations and ultimately establish a commercial success motion that drives customer expansion and upsell.
The ideal candidate has scaled a customer success function within a B2B vertical SaaS company serving mid-market clients ($20k-$60k ACVs, 50+ new accounts per month). They thrive in fast-paced environments, are data-driven, and excel at balancing operational rigor with commercial instincts.
Key Responsibilities
Scale and operationalize Customer Success, Implementation, and Support to handle growing mid-market volume efficiently.
Coach and develop a team of 7-10 managers and ICs; foster a culture of accountability, learning, and performance.
Partner cross-functionally with Sales, Product, and Partnerships to ensure seamless customer transitions and scalable implementations.
Optimize onboarding by reducing time-to-live and increasing customer satisfaction (CSAT) and adoption metrics.
Build expansion motion post-onboarding to identify upsell/cross-sell opportunities within existing accounts.
Implement data-driven operations using Salesforce (or similar) to track retention, health scores, and churn signals.
Drive retention metrics: achieve 90%+ gross and 120%+ net revenue retention.
Attract, hire, and retain high-caliber CS and Implementation talent as the team scales.
Who You Are
8-12 years of Customer Success or Post-Sales leadership experience in B2B SaaS, ideally Vertical SaaS or workflow automation products.
Experience scaling (not just building) a CS function during Series B-D growth.
Proven track record of improving post-implementation retention and expansion metrics.
Experience managing technical, implementation-heavy products that require customer configuration or integration.
Comfortable working across partnership-driven implementations with complex customer ecosystems.
Strong people leader with experience managing managers and teams of 7-10+ direct reports within orgs of 50+.
Skilled operator: able to run CS operations through data, systems, and scalable processes.
Commercially minded: understands how to align post-sales experience with upsell and revenue outcomes.
Hands-on and player-coach mentality; thrives in a high-growth, dynamic environment.
Experience in Series B-D stage companies (not late-stage or public).
Bonus Points For
Experience in insurance technology or other regulated vertical SaaS industries.
Experience working with AI-driven or workflow automation products.
Why Join XILO
Be a founding post-Series A leader shaping how XILO scales customer success for the insurance industry.
Own retention and expansion outcomes that directly drive company growth.
Work alongside a visionary team and top-tier investors.
Competitive total rewards package with strong equity upside.
A culture that values ownership, growth, and customer obsession.
Outside Sales Account Manager
Customer success manager job in San Diego, CA
Immediate Opening - Outside Account Manager
(San Diego County)
Earnings: $90,000 - $140,000
Are you a networking expert who enjoys meeting new people and forming lasting relationships? Do you thrive on being out in the field, creating connections, and having direct control over your income and success? If you're ready to make a real impact in the real estate industry, we want YOU on our team!
What You'll Be Doing
Your car is your office (Monday through Friday, 8:00 AM - 5:00 PM), and no two days are the same. You'll represent HomeGuard by being the face of our brand at association meetings, networking events, and real estate offices throughout Orange County.
Build relationships with real estate professionals.
Promote our top-tier inspection and disclosure services.
Drive sales and grow your territory through consistent follow-up and office visits.
Manage a busy schedule of appointments, follow-ups, and inspection orders, a master multitasker who meets and exceeds sales goals, while maintaining client needs
Collaborate with a strong support team using a proven sales strategy.
Stay organized while handling multiple priorities like a pro.
Who We're Looking For
✅ Outgoing, driven, and not afraid to ask for the sale
✅ A self-starter who loves being on the road and owning their territory
✅ A natural communicator and confident presenter
✅ Experience in real estate (a huge plus!)
✅ Bilingual? Even better!
✅ Social media savvy - ready to record, post, and brand yourself daily
✅ Must have a valid CA driver's license and a reliable vehicle
Perks & Benefits
Company-issued iPad & iPhone
Car allowance + mileage & expense reimbursements
Medical, Dental & Vision coverage
Growth opportunities with a reputable, expanding company
Account Manager
Customer success manager job in San Diego, CA
The Account Manager is responsible for managing customer relationships, estimating projects, and overseeing the successful execution of assigned projects. This role is critical in driving revenue growth, providing excellent customer service, and building strong networks within the market. The Account Manager will handle "Come Do" or service work as well as project work, ensure customer satisfaction, and achieve annual revenue goals.
Duties and Responsibilities:
Estimate and prepare proposals for assigned projects.
Communicate known project hazards, risk
Oversee the management of projects, ensuring they are completed incident free, on time, within budget, and to client specifications.
Handle service or "Come Do" work as required, responding promptly to customer needs.
Annual sales volume goal for Account Manager will be $3M - $5M+.
Develop and maintain strong relationships with clients, acting as the primary point of contact for assigned accounts.
Ensure high levels of customer satisfaction by addressing inquiries and resolving issues efficiently.
Provide consistent follow-up and communication with clients throughout the project lifecycle.
Identify new business opportunities within the assigned market and maintain a robust pipeline of potential projects.
Foster and develop partnerships that lead to revenue growth and increased market share for Penhall Company.
Work closely with the Branch Manager, sales team, and other departments to align project goals with overall company objectives.
Communicate project progress, potential issues, and client feedback to relevant stakeholders.
Collaborate with internal teams to ensure projects are completed efficiently and to the client's satisfaction.
Achieve annual revenue targets by successfully managing project delivery and cultivating client relationships.
Track and report on performance metrics, identifying areas for improvement and adjusting strategies to meet goals.
Build a network of industry contacts and maintain relationships with key stakeholders to enhance business opportunities.
Participate in community and industry events to increase brand awareness and establish Penhall Company as a trusted service provider.
Perform additional duties as assigned by the Branch Manager or other leadership.
Required Skills and Abilities:
Strong project management and organizational skills.
Excellent interpersonal and relationship management abilities.
Proficient verbal and written communication skills.
Strong customer service orientation, with the ability to address client needs effectively.
Ability to prioritize tasks and adapt to changing project demands.
Working knowledge of OSHA Construction Safety Standards.
Proficiency in Microsoft Office Suite and other related software.
Essential Core Competencies:
Relationship Management: Proven ability to develop and maintain strong, long-term relationships with clients.
Collaboration: Strong team player with the ability to work across departments to achieve common goals.
Communication: Clear and effective verbal and written communication skills.
Customer Focus: Commitment to understanding and meeting customer needs.
Builds Networks: Actively develops networks of professional contacts to drive business success.
Being Resilient: Ability to remain positive and motivated in the face of challenges.
Situational Adaptability: Ability to adjust approach and behavior to fit the dynamic needs of projects, clients, and the organization.
Ensures Accountability: Holding oneself and others accountable to meet commitments.
Drives Results: Consistently achieving results, even under challenging circumstances.
Education and Experience:
Associate's degree or equivalent industry experience required; Bachelor's degree preferred.
At least 3-5 years of experience in project management, estimating, or sales within the construction or related industry preferred.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Ability to walk job sites as needed.
May be required to travel to job sites or other locations as necessary.
Legal Disclaimer:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Penhall Company is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, compensation inquiries, discussions or disclosures, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. (41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a))
This job description is intended to describe the general nature and level of work being performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required. Penhall Company reserves the right to modify, add, or remove duties and to assign other responsibilities as necessary.
Account Manager
Customer success manager job in Vista, CA
As an Inside Account Manager at PRG Golf, you will manage customer accounts from start to finish, using our bespoke PRG System to monitor orders and ensure a seamless sales process. You will be responsible for maintaining existing client relationships, managing incoming orders, and supporting the outside sales team. Additionally, you'll actively reach out to potential clients through proactive outbound sales calls to expand our customer base and increase sales opportunities. This is a great opportunity to blend your passion for golf with your sales expertise in a growing, dynamic environment.
Key Responsibilities:
Account Management: Act as the primary point of contact for assigned customer accounts, ensuring their needs are met and relationships are nurtured. Maintain regular communication to foster customer loyalty.
Order Monitoring & Management: Use the bespoke PRG System to track and manage orders from initiation to fulfilment. Ensure orders are processed accurately and efficiently, providing clients with real-time updates on order status and delivery.
Proactive Sales Outreach: Conduct outbound sales calls to potential and existing clients to generate new business, follow up on leads, and promote new products or services. Actively look for opportunities to expand sales within existing accounts.
Sales Team Collaboration: Partner closely with the outside sales team to provide support throughout the sales cycle. Help qualify leads, assist in preparing proposals, and ensure smooth communication between inside and outside teams.
Customer Service Excellence: Provide exceptional customer service by addressing inquiries, troubleshooting issues, and offering tailored solutions. Ensure customers have a seamless experience from order to delivery.
CRM & System Usage: Utilize the PRG System and CRM tools to maintain accurate customer records, track interactions, manage sales activities, and provide real-time reporting on account status and sales performance.
Product Knowledge: Stay up to date on all PRG Golf products, services, and industry trends to provide expert recommendations to both customers and the sales team. Share product insights to help inform sales strategies.
Collaboration & Reporting: Work cross-functionally with marketing, logistics, and product teams to ensure orders are fulfilled correctly and clients are satisfied. Provide regular reports to leadership on sales performance, order status, and any emerging sales opportunities.
Qualifications:
2+ years of experience in inside sales, account management, or sales support, ideally in the golf or sports accessory industry.
Strong communication and interpersonal skills, with the ability to build rapport and work collaboratively with both internal teams and external clients.
Experience with CRM software (Salesforce, HubSpot, etc.) and comfortable using proprietary systems like the PRG System to track orders and sales activities.
A passion for golf and a basic understanding of golf accessories is a plus.
Proven experience in proactive sales, including outbound calling and lead generation.
Highly organized with the ability to manage multiple tasks, prioritize effectively, and meet deadlines.
Self-starter with a proactive mindset and strong problem-solving skills.
About PRG
PRG is one of the world's leading suppliers of innovative, high-quality bespoke golf accessories. With their own production facilities, PRG prides itself on creating industry-leading products for the world's best courses, resorts, brands and events.
B2B Territory Sales/Account Manager (Individual Contributor)
Customer success manager job in Poway, CA
Direct Hire San Diego, CA The Territory Sales Manager is an individual contributor and responsible for new business development and improving customer and potential customer relationships. This position is B2B outside sales; duties shall be away from the office to solicit to clients.
Requirements -
At least 5 years of recent experience in a B2B Sales role - 50% new business development, 50% Account Management
Experience with outside sales, travelling to existing clients and meeting with prospect clients to grow the business
Experience working with a CRM
Experience being held to KPIs and being held accountable to sales goals
Experience selling tangible items and comes from an industry like: Manufacturing
, Industrial, HVAC, etc.
Estimated Min Rate: $57400.00
Estimated Max Rate: $100000.00
What's In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh's network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh's extensive talent community that will provide you with access to Yoh's vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
Health Savings Account (HSA) (for employees working 20+ hours per week)
Life & Disability Insurance (for employees working 20+ hours per week)
MetLife Voluntary Benefits
Employee Assistance Program (EAP)
401K Retirement Savings Plan
Direct Deposit & weekly epayroll
Referral Bonus Programs
Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit ************************************************ to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
Manager, Customer Success
Customer success manager job in San Diego, CA
CyberArk (NASDAQ: CYBR), is the global leader in Identity Security. Centered on privileged access management, CyberArk provides the most comprehensive security offering for any identity - human or machine - across business applications, distributed workforces, hybrid cloud workloads and throughout the DevOps lifecycle. The world's leading organizations trust CyberArk to help secure their most critical assets. To learn more about CyberArk, visit our CyberArk blogs or follow us on X, LinkedIn or Facebook.
Job Description
The Manager, Customer Success plays a pivotal role in leading a high performing team of Customer Success Managers who partner closely with CISOs, IT Security Executives and other senior stakeholders across complex enterprise environments. Your team will be working with CyberArk's most valuable enterprise customers. In this leadership role, you will drive strategic customer engagement initiatives, mentor and grow a high-performing team and serve as a critical cross-functional link between our customers and internal teams. Your strategic oversight will drive retention, customer satisfaction and revenue expansion across our largest, most complex accounts.
What You Will Do:
Lead and Develop a High-Performing Team: Manage, mentor and coach a team of Customer Success Managers, fostering professional growth and ensuring performance excellence leading to high customer engagement and long-term retention.
Own Strategic Customer Outcomes: Oversee onboarding, adoption and health of key accounts with a focus on long-term value realization and customer satisfaction to ensure value realization across your team's portfolio.
Establish Executive Relationships: Engage with senior customer stakeholders and executives to promote strategic partnerships, positioning CyberArk as a trusted advisor.
Operational Excellence: Measure team effectiveness using customer health metrics and KPIs; proactively address risks and work with cross functional teams to remove roadblocks ensuring successful outcomes.
Cross-Functional Collaboration: Partner with Sales, Renewals, Product Management, Support and Services teams to align on customer goals, provide feedback loops and drive continuous improvement.
Customer Advocacy and Voice: Champion the voice of the customer with the appropriate internal stakeholders to influence CyberArk's product roadmap, support services and go-to-market strategies.
Tool and Process Optimization: Use data and tools (e.g., Gainsight, Tableau) to make informed strategic decisions, drive team effectiveness and track customer KPIs.
#LI-CT1
Qualifications
7+ years of experience in Customer Success, Technical Account Management or related customer-facing roles, including 2+ years managing high-performing customer-facing teams.
Proven experience supporting large global enterprise accounts, with demonstrated success driving complex, multi-stakeholder relationships in a cybersecurity, SaaS or enterprise software environment.
Strong knowledge of cybersecurity, identity and access management or enterprise SaaS/software platforms.
Proven track record of driving customer value, adoption and retention in large, complex enterprise environments.
Ability to navigate and influence executive-level conversations within highly regulated or mission-critical industries (e.g., financial services, healthcare, public sector).
Excellent communication and presentation skills with a passion for simplifying complex concepts for a range of audiences.
Expertise with Customer Success platforms (e.g., Gainsight), CRM tools and data-driven decision-making.
Bachelor's degree in a related field; technical certifications and advanced degrees are a plus.
Additional Information
CyberArk is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
We are unable to sponsor or take over sponsorship of employment Visa at this time.
The salary range for this position is $126,000 - $175,000/year, plus commissions or discretionary bonus, which will be based on the employee's performance. Base pay may also vary considerably depending on job-related knowledge, skills, and experience. The compensation package includes a wide range of medical, dental, vision, financial, and other benefits.
Client Engagement Manager
Customer success manager job in San Diego, CA
We are a technology-driven company. We built our business with the purpose of empowering people and improving their organizations, one payment at a time.
We started our journey by providing smart and simple payment processing tools and products but havent stopped there. We are backed by a team of world-class experts and the best technology talent, and we are committed to helping more new businesses get started, increase the revenues of our customers, and bridge the gap between online merchants and payment solutions.
Our mission is to give companies the tools they need to change the future of their business.
Job Summary
This position manages the entire support team which includes the Client Engagement Specialists and the Senior Client Engagement Specialists. As a supervisor, this role is responsible for hiring, termination, performance management, career development and overseeing the day-to-day responsibilities of the Client Engagement team. They will also be responsible for training new team members and making sure they are assimilated properly into the team. They will also be the escalation point for all issues that cannot be resolved by the rest of the team.
Requirements:
Responsibilities & Duties
Willing to travel to our Tijuana Mexico office 5 days a week
Supervise employees, including but not limited to conducting performance reviews, goal setting, providing guidance and working through employee relation issues within the team.
Identify career development needs/opportunities for each individual member of the team
Interview and hire new team members.
Train new team members to ensure they understand Payarc products, systems and how other departments work with this team to support clients/merchants.
Manage and delegate, as needed, all tasks assigned to support team ensuring timely completion of open issues.
Subject Matter Expert/Lead on investigating complex issues brought to us by either the merchants or agents and act as an escalation point to get problems resolved as quickly as possible, including questions regarding authorizations, batches, clearing, settlement, remote technical support for various payment terminals and payment gateways, along with triaging issues between other company departments.
Provide customer service to existing clients over the phone and email.
Take lead with projects assigned to the support team such as pricing updates and updating information for merchants ensuring they have the correct equipment for their business.
Mentor new employees
Other duties as assigned.
Skills/Competencies
Extremely detail oriented
Ability to multi-task
Good interpersonal skills
Strong communication skills
Strong relationship building skills
Influencing skills
Strong problem-solving skills
Coaching Skills
Leadership skills
Handle complex, sensitive issues
Customer service oriented
Qualifications / Experience Required
Spanish speaking a plus
Proficient in Microsoft Word/Excel
3+ years of experience in customer service with proven ability to solve issues and work well with a team
Education Requirements
College Degree preferred
Physical Requirements
Prolonged sitting
PM22
PIb93dc8a0bd5e-31181-38545929
Senior Customer Success Manager
Customer success manager job in San Diego, CA
Netradyne harnesses the power of Computer Vision and Edge Computing to revolutionize the modern-day transportation ecosystem. We are a leader in fleet safety solutions. With growth exceeding 4x year over year, our solution is quickly being recognized as a significant disruptive technology. Our team is growing, and we need forward-thinking, uncompromising, competitive team members to continue to facilitate our growth.
POSITION SUMMARY:
As a Senior Customer Success Manager at Netradyne, you will play a crucial role in the success and growth of our clients. You will be the primary point of contact for assigned clients and responsible for managing their relationships throughout the customer lifecycle, from initial deployment to renewal. You will lead the deployment and optimization of our platform to meet the unique needs and goals of each client, while ensuring maximum ROI and business outcomes. You will act as a subject matter expert on our platform and consult with clients on change management, coaching workflows, communication planning, and other related topics. Your primary objectives will be to retain and grow our clients over time, protect and grow our Annual Recurring Revenue (ARR), and contribute to the successful closure of customer trial opportunities.
ESSENTIAL FUNCTIONS:
Lead the deployment and optimization of our platform to meet the unique needs and goals of each client, ensuring maximum ROI and business outcomes.
Conduct regular Executive Business Reviews to identify customer opportunities and provide ongoing reinforcement of value and strategic program recommendations
Act as a subject matter expert and consult with clients on change management, coaching workflows, communication planning, and other related topics.
Establish and maintain a consistent cadence of customer touchpoints to expand and deepen our relationships and grow customer loyalty.
Protect and grow ARR for assigned accounts via strategic planning, identification of add-ons, up-sells, and customer renewals.
Establish a trusted advisor relationship across the client's organization, from executive sponsors to day-to-day contacts to ensure customers recognize the value they are realizing from our products and services.
Provide a voice for your customers and act as a single point of contact to coordinate cross-functional teams internally to drive toward expedient customer-centric decisions and problem resolutions.
Work with cross-functional international teams to deliver outstanding customer satisfaction (Sales, Support, Product, Prof Services, etc).
Act as a liaison between Netradyne (product management, operations, professional services, etc) and clients, with emphasis on communicating roadmap and providing client feedback to improve our products and services.
Leverage customer relationships for prospect and event references.
Train and mentor other Customer Success Managers on the team.
Continuously improve processes and methodologies to drive customer success, provide feedback on SOPs, process improvements, etc.
Keep up-to-date with industry trends and technologies, and share knowledge and expertise with the team.
Track account activities in Gainsight, complete Calls-to-Action, and proactively monitor your customer's health via Health Scoring.
QUALIFICATIONS:
Minimum of 7 years of experience as a Customer Success Manager or Account Manager in a software solution and ongoing relationship management role, with a proven, demonstratable track record of success in managing large mid-market and enterprise accounts.
Excellent verbal and written communication, organizational, and interpersonal skills, with experience in hosting webinars and meetings.
Demonstratable ability to present complex topics and strategic directives to a customer leadership team.
Experience with pricing, c-level negotiations, and sales practices in SAAS environments.
Strong ability to build and nurture positive relationships with clients across all levels of their organization, including c-level executives.
Ability to work in a fast-paced and dynamic environment, with a flexible and quick-to-adapt mindset.
Minimum 3 years of experience using a CRM/Customer Success Solution (Salesforce, Gainsight) to summarize and plan customer interactions and create and track add-on and renewal opportunities.
Proven ability to solve difficult challenges, develop creative solutions, and provide strong consultative direction.
Knowledge of commercial vehicle telematics and communication protocols, and 12/24v in-cab solutions is a plus.
Estimated travel 25%-40%.
EDUCATION:
Bachelor's degree in a technical discipline or equivalent level of training/experience.
Economic Package Includes:
$138,000-$160,000 USD + annual bonus
Company Paid Health Care, Dental, and Vision Coverage
Including Coverage for your partner and dependents
Three Health Care Plan Options
FSA and HSA Options
Generous PTO and Sick Leave
401(K) match
Disability and Life Insurance Benefits
San Diego Pay Range$138,000-$160,000 USD
We are committed to an inclusive and diverse team. Netradyne is an equal-opportunity employer. We do not discriminate based on race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, genetic information, marital status, or any legally protected status.
If there is a match between your experiences/skills and the Company's needs, we will contact you directly.
Netradyne is an equal-opportunity employer.
Applicants only - Recruiting agencies do not contact.
Recruitment Fraud Alert!
There has been an increase in fraud that targets job seekers. Scammers may present themselves to job seekers as Netradyne employees or recruiters. Please be aware that Netradyne does not request sensitive personal data from applicants via text/instant message or any unsecured method; does not promise any advance payment for work equipment set-up and does not use recruitment or job-sourcing agencies that charge candidates an advance fee of any kind. Official communication about your application will only come from emails ending in ‘@netradyne.com' or ‘@us-greenhouse-mail.io'.
Please review and apply to our available job openings at Netradyne.com/company/careers. For more information on avoiding and reporting scams, please visit the Federal Trade Commission's job scams website.
Auto-ApplyMSP/MSSP Service Delivery / Customer Success Manager - Microsoft Focused Cybersecurity MSP
Customer success manager job in San Diego, CA
Agile IT is a Microsoft‑focused consulting and managed services provider. We help customers modernize and secure Microsoft 365, Azure, Azure Government, and Microsoft GCC High, with a mission to make CMMC Level 2 practical and sustainable through repeatable architectures, evidence automation, and managed operations.
What you'll work across (our services)
Professional Services - Enablement (fixed‑price projects)
Managed Services - Security & CMMC Compliance for Microsoft cloud and on‑premises systems
Microsoft GCC High Licensing (secure onboarding & lifecycle operations)
Complementary Partner Services (co‑delivered with strategic partners)
Job Description
At Agile IT, we help government and security-conscious organizations embrace the Microsoft Cloud with confidence. We're seeking a MSP/MSSP Service Delivery / Customer Success Manager to drive our mission of secure, compliant cloud adoption and exceptional customer experience. In this role, you will oversee our managed services delivery and customer success programs across cybersecurity operations and recurring Microsoft licensing (Tier-1 CSP). Your leadership will ensure clients in Azure Government and GCC High environments achieve CMMC Level 2 compliance and get full value from our services, all while feeling supported and delighted. This is a high-impact position for a proactive, tech-savvy people-person who can balance strategic thinking with day-to-day service excellence - and infuse a bit of automation magic and personality along the way.
Key Responsibilities
Drive Customer Success & Compliance: Ensure all managed services (AgileDefend security operations and AgileThrive compliance services) meet or exceed service levels. Maintain rigorous documentation and evidence for compliance audits, keeping customer environments audit-ready and secure.
Lead Service Delivery Teams: Guide and mentor technical “pod” teams across Microsoft security and compliance technologies (Defender, Sentinel, Entra ID, Intune, Purview, etc.) to hit SLA targets. Coordinate workloads, optimize processes, and enforce best practices (ITIL standards, ticket hygiene, etc.) that protect quality and margins.
Oversee Security Operations (SOC): Own the playbooks for our Security Operations Center - from tuning alerts to refining incident response runbooks - to reduce noise and improve mean time to respond. You'll partner with engineers to ensure threat monitoring is effective and aligned with CMMC Level 2 controls, adjusting tactics as new cyber threats emerge.
Customer Health & Escalations: Monitor customer health scores and success plans, and lead regular QBRs/EBRs (Quarterly/Executive Business Reviews) to report on outcomes and roadmap next steps. Proactively manage and resolve escalations or critical issues, turning challenges into opportunities to strengthen the client relationship.
Automation & Efficiency: Champion automation and process improvements that enhance service delivery. Leverage tools like RMM platforms, PowerShell/Logic Apps workflows, or low-code automation (n8n, Microsoft Power Automate) to streamline routine tasks, eliminate pain points, and quantify time/cost savings for both the team and clients.
Renewals & Growth: Drive high renewal rates and account growth by ensuring clients continuously see value. Coordinate closely with our Licensing team on Microsoft subscription renewals and expansions, and identify opportunities to attach additional services that solve customer needs. You are essentially the “farmers” of our business, nurturing lasting partnerships that result in upsells and strong net revenue retention.
Qualifications
Qualifications
Experience: 5+ years in customer success, service delivery, or account management roles within an MSP or cloud services environment. Proven track record managing enterprise or government clients through IT projects or ongoing services.
Domain Knowledge: Strong understanding of Microsoft Cloud technologies (Microsoft 365, Azure) and cybersecurity practices. Familiarity with Azure Government, GCC High cloud offerings and compliance frameworks like CMMC, NIST 800-171, or FedRAMP is highly preferred.
Leadership & Communication: Demonstrated ability to lead technical teams and coordinate cross-functional efforts. Excellent communication skills with a customer-centric mindset - able to translate technical issues into business impact and keep clients informed in a friendly, professional manner.
Process & Tools: Hands-on experience with service management or PSA tools (e.g., Autotask, ServiceNow) and remote monitoring/management (RMM) solutions. Comfortable analyzing operational metrics (SLAs, ticket volumes, margins) and implementing process improvements. ITIL certification or similar best-practice knowledge is a plus.
Problem Solving: Adept at crisis management and resolution - you stay calm under pressure and can diplomatically handle escalations to achieve win-win outcomes. Strong organizational skills to juggle priorities across multiple accounts without dropping the ball.
Education: Bachelor's degree in a related field (Business, Information Systems, etc.) is preferred, not required - we value proven skills and results. Relevant certifications (e.g., Microsoft 365 or Azure certifications, CSM/CSP certifications) are a bonus.
Tools You'll Use
AutoTask PSA, Intune RMM, PowerShell, Azure Logic Apps/Power Automate, n8n/Rewst, Microsoft Defender, Sentinel, Entra, Intune, Purview.
Additional Information
Compensation & benefits
Competitive compensation
Comprehensive benefits (medical, retirement, PTO, professional development).
Mission‑driven work that directly strengthens the national security supply chain.
Customer Success Manager
Customer success manager job in San Diego, CA
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 one of the following Metro areas: San Diego, CA or Phoenix, AZ. Salary Range for 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.
Auto-ApplyCustomer Success Manager
Customer success manager job in San Marcos, CA
Job DescriptionDescriptionAt OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources. What Makes us Unique?What truly makes OnePlan stand out is our commitment to delivering powerful solutions and fostering a culture of collaboration. We combine robust analytics with a platform that integrates seamlessly into the tools businesses already know and trust. Our high-trust, team-focused environment allows us to innovate quickly and deliver solutions that drive meaningful results for our clients. We're passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape.
About the Role As a Customer Success Manager, you will be working closely with customers, internal teams, and stakeholders to ensure that every OnePlan user has a seamless and satisfying experience. You'll be the key point of contact for assigned customers, ensuring long-term success, addressing customer needs, and helping clients achieve their business goals.
What You'll Do at OnePlan
Onboard new customers effectively, transitioning them from initial deployment to post-deployment success plans.
Develop success plans for customers, outlining their key success factors and recommendations.
Conduct regular check-ins through Monthly or Quarterly Success Reviews to measure progress and identify areas for improvement.
Collaborate with Professional Services to identify new opportunities and assist in transitions following deployments.
Respond to customer requests and offer strategic guidance on product use, account modifications, and business expansion.
Monitor customer adoption of OnePlan's features and functionality, ensuring alignment with their business needs.
Facilitate renewals of subscriptions and support agreements, minimizing churn by maximizing customer satisfaction.
Collect customer feedback, collaborate with product and engineering teams, and ensure customer input is funneled into product roadmaps.
Act as a trusted customer advocate and thought leader, both internally and externally, sharing your insights and experiences.
Our Ideal Fit
1-5 years of experience in a Customer Success or account management role at a B2B SaaS company.
Proven experience managing enterprise-level accounts, including customer escalation and issue resolution.
Ability to collaborate and build strong relationships with clients and internal teams, especially at the executive level.
Experience working with cross-functional teams, including Sales, Services, and Product Management.
Excellent communication skills, including leading meetings and webinars.
Strong organizational skills with the ability to manage time effectively and handle multiple priorities.
A passion for customer service and helping businesses succeed with technology solutions.
More Reasons Why You Should Apply!
We're a remote-first company with team members across the USA, Canada, UK, and India!
OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022.
We've been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report.
We offer comprehensive health, dental, and vision benefits, with additional insurance options.
Employer RRSP and 401K matching programs.
A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable!
At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace.
Upon receipt of an offer letter, candidates will be subject to a standard background check process.
D
isclaimer: We'll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we'll follow our standard hiring process every time. You'll never be asked for money or personal information during the interview process. If something feels off, don't hesitate to reach out to us to confirm.
Ready to Apply?
Check out what it's like to work at OnePlan and learn more about us at *******************
Senior Director of Customer Support
Customer success manager job in San Diego, CA
Job DescriptionDescription: TruMed Systems, Inc. is the fastest growing vaccine storage and handling company. TruMed serves individual clinics, major health systems, and public healthcare facilities throughout the U.S. TruMed's mission is to improve health care practitioners' total outcomes by creating point-of-care inventory management systems that support product efficacy, patient safety, and practice objectives. Our first two products are the AccuVax Vaccine Management System and AccuShelf Inventory Management Systems. Together, our products secure medication and material storage and management that automates control and integrity, minimizes risks of incorrect medication delivery, tracks inventory for all medications and optimizes office workflow in the healthcare settings. Founded in 2012, TruMed is a VC-backed company based in San Diego, CA.
Job Summary
The Sr. Director of Customer Support will provide leadership and coordination of company's Technical and Field Support & Service functions. Further, the Sr. Director will oversee staff activities, interface with company's customers, and generate sales satisfaction metrics. This position reports to the VP of Administration, and works to ensure customer satisfaction and service within cost and time targets. This position is not a remote role.
Primary Responsibilities
Organize and Lead Company Function
Develop and implement strategic plans for the call center that align with the company's broader business objectives. Conduct needs assessments, capacity planning, and cost-benefit analysis to determine operational strategies.
Provide leadership in the planning, designing, due diligence and implementation of Tech Support & Service and Field Service.
Establish and implement short- and long-range goals, objectives, policies, and operating procedures for team
Monitor and analyze call center metrics, including, but not limited to, average handling time (AHT), first call resolution (FCR), and customer satisfaction (CSAT) scores. Use data to identify trends, pinpoint areas for improvement, and implement actionable strategies.
Manage the technology and software used in the call center, such as workforce management (WFM) and customer relationship management (CRM) systems. Implement new technologies like AI and omnichannel platforms to improve efficiency and customer interactions.
Manage staffing and develop effective practices to strengthen quality of our customer relationships through excellent service
Lead feedback loop to engineering on opportunities to enhance product offerings, serviceability, and overall customer satisfaction
Manage Training schedule and evolve organization to more nimble integrated training
In collaboration with Marketing, evaluate customer and market insights to continually strengthen TruMed's perception with current and prospective customers to aid company's efforts on Renewals and New Account wins
Promote positive relations with customers, partners, vendors, and distributors in all activities
Ensure staff is well-trained on the best practices for customer service, on-time response, complete resolution of any service problems, and a post-service check-in with customers
Establish and document all standard operating procedures (SOPs), quality assurance programs, and internal workflows to ensure the new call center can scale efficiently as the company grows.
Perform other duties and lead projects, as required
Hire, Develop, Train and Motivate Top Talent
Recruit, train, supervise, motivate, and evaluate department staff
Develop team members
Manage team to achieve customer operation goals
Manage outsourced resources/vendors
Required Knowledge, Skills and Abilities
Quick learner, with an aptitude for understanding and mastering details of the company's products and services
Possesses knowledge of products and markets where customer service is key element in achieving business goals
Demonstrates ability to think creatively
Professional demeanor to represent the company in the best possible light at all times. Strong written and verbal communication skills. Exceptional interpersonal and motivational skills.
Ability to motivate teams to produce quality results and simultaneously manage several projects
Ability to participate in and facilitate group meetings
Metrics-driven, with a passion for achieving and maintaining high customer satisfaction
Proficient in MS Office; familiarity with Salesforce is a plus
Education and Experience
10+ years of experience in leading customer service / satisfaction teams
Passion and empathy for listening to customer's problems, with a goal of quickly diagnosing and remedying them. Technical skills and understanding of technology products is a strong asset.
A minimum of a bachelor's degree, ideally in business, psychology, or science/engineering disciplines.
Work Environment
Work requires travel (up to 10%) and willingness to work a flexible schedule
All employees are expected to adhere to the TruMed Systems, Inc, Employee Handbook all times. Specifically, all employees of TruMed Systems, Inc., regardless of role, are expected to:
Treat others with dignity and respect at all times;
Conduct themselves in an ethical manner at all times;
Support the mission and values of the company; and
Comply with company's expectations, policies, and procedures.
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Customer Success Manager
Customer success manager job in Vista, CA
About Crexi
Crexi is reimagining commercial real estate with an AI-powered platform built to deliver smarter, more efficient solutions at every stage of the deal lifecycle. From real-time data and market insights generated by Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction- Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. To date, Crexi has facilitated over $1 trillion in transactions, 8.6 billion square feet leased, and supports a growing community of more than 2 million monthly active users.
Crexi's mission is to catalyze the next generation of commercial real estate through three core pillars: Access, Innovation, and Connection. Crexi's platform democratizes CRE by providing unprecedented access to market insights and opportunities, accelerates CRE dealmaking with purpose-built technology that enhances speed and transparency; and empowers CRE professionals with a centralized platform designed for real-time collaboration and success.
About This Role: Crexi is growing, and we're looking for a relationship-driven, customer-focused CSM who thrives on helping clients succeed while driving meaningful business outcomes. This role is all about deep customer engagement, value reinforcement, retention, and expansion across your portfolio. As a Customer Success Manager, you'll build strong, consultative relationships with clients to ensure they are fully leveraging Crexi and achieving measurable results. You'll be confident leading renewal and expansion conversations, skilled at reading customer needs, and committed to staying responsive and proactive. You'll join a fast-moving, collaborative team where every interaction you have directly contributes to customer satisfaction, long-term retention, and overall revenue growth. What You'll Do
Engage customers consistently and proactively-maintaining high call volume and meaningful touchpoints that reinforce value, deepen relationships, and surface new opportunities.
Drive platform adoption through ongoing education, best-practice sharing, and strategic conversations about how to maximize Crexi's impact on their business.
Lead renewal, retention, and expansion discussions confidently, positioning Crexi as an essential part of the customer's workflow.
Manage customer SLAs to ensure timely, accurate responses and a smooth, reliable experience across every interaction.
Build and maintain strong multi-level relationships with key stakeholders to ensure account health and long-term success.
Identify cross-sell and upsell opportunities by understanding customer goals, challenges, and product usage trends, partnering internally as needed to drive outcomes.
Act as the customer's advocate internally, providing actionable feedback to Product, Sales, Marketing, and leadership.
Serve as a trusted Crexi expert, offering industry insight, product knowledge, and strategic guidance to help customers achieve their goals.
Who You Are
5+ years of Customer Success experience in a SaaS environment, preferably in a high-velocity customer engagement model.
Customer-obsessed, relationship-oriented, and excited by high-touch communication and ongoing customer interaction.
Comfortable leading client consultations regarding renewals, expansion, and value reinforcement
Strong communicator across all channels (phone, email, virtual meetings), with a high sense of urgency and follow‐through.
Thrives in a fast-paced environment and embraces process, consistency, and accountability.
Extremely motivated by growth and retention targets.
Empathetic, curious, and skilled at uncovering customer motivations and challenges.
Highly organized with strong situational awareness and attention to detail.
Bachelor's degree or equivalent experience in a Customer Success role.
Why Crexi?
Rapidly growing startup with a dynamic work environment
Flexible team structure with ability to progress in career
Health, dental and vision insurance
Limitless snacks
Collaborative culture and numerous team activities
The anticipated base salary range for candidates who will work in Playa Vista, California location is $81,000. The final salary offered to a successful candidate will depend on several factors, which may include, but are not limited to, the type and length of experience applicable to the role and within the industry, education, geographic location, etc. Commercial Real Estate Exchange, Inc (“Crexi”) is a multi-state employer, and this salary range may not reflect positions that work in other states.
Crexi is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Crexi will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Auto-ApplyProperty & Casualty Insurance - Client Manager
Customer success manager job in San Diego, CA
We are seeking a highly motivated and customer-focused individual to join our team as an Account Manager. The ideal candidate will have experience in the insurance industry and a strong track record of providing excellent customer service.
Responsibilities:
Manage a portfolio of commercial insurance clients
Respond to customer inquiries and resolve issues in a timely and professional manner
Act as the main, day-to-day contact for clients.
Prepare Applications and other documents required for a submission.
Perform Contract reviews for insurance requirements compliance.
Prepare Certificates of Insurance, Invoices, and Finance Agreements.
Process Endorsements, Audits.
Review and process client policy renewals and endorsements
Maintain and update client information in our database
Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times a Client Executive).
Check binders, policies, endorsements, and audits for accuracy.
Prepare summaries and/or schedules of coverage for clients.
Work closely with underwriters and carriers to provide clients with the best coverage options
Build and maintain strong relationships with clients through regular communication and follow-up
Qualifications:
Minimum of 3 years of experience in client service in the insurance industry
P&C Insurance experience: 3 years (Required)
Client Management: 3 years (Required)
Strong communication and interpersonal skills
Ability to multitask and prioritize effectively
Proficient in Microsoft Office and insurance industry software
Proficient with Web-based CRMs and Raters
College degree preferred
Bilingual in Spanish is a strong plus
We offer a competitive salary, benefits package, and opportunities for growth and professional development. If you are passionate about providing excellent customer service and are looking for a challenging and rewarding opportunity, please apply today!
Spectrum Commercial Insurance Brokers is an equal opportunity employer and welcomes applications from all qualified individuals.
Client Manager
Customer success manager job in San Diego, CA
Extraordinary opportunity. Exceptional experience.
Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what's next”?
We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities.
Job Description
Reports To: Client Service Team Leader
Duties and Responsibilities:
Serve as the first point of contact for clients, providing prompt and professional service.
Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines. Assist with gathering underwriting information and preparing submission materials.
Maintain strong carrier relationships to secure competitive quotes and solutions for clients.
Ensure the successful renewal and retention of accounts through proactive service and relationship management. Maintain accurate and up-to-date records in the AMS360 agency management system.
Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.
Qualifications
1-2 years of experience in insurance, customer service, or a related field preferred.
Basic understanding of Property & Casualty and/or Life & Health insurance concepts.
Strong interpersonal and communication skills, both written and verbal.
Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
Familiarity with AMS360 or similar agency management systems is a plus.
Must be detail-oriented with strong organizational skills.
Active state-issued Insurance license (P&C and/or L&H) required.
Additional Information
Please see our company Benefits:
Medical, Dental, Vision
Life and AD&D insurance
FSA / HSA
Commuter & Child Care FSA
Cancer Support Benefits
Pet Insurance
Accident & Critical Illness
Hospital Indemnity
Employee Assistance Program (EAP)
11 Paid Holidays
Flexible PTO
401K
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
Customer Success Manager I
Customer success manager job in San Diego, CA
The Customer Success Manager I (CSM) is responsible for managing a portfolio of small to medium business accounts. CSM serves as the main point of contact throughout the customer's journey with ESET and contacts customers when necessary- based on reporting insights.
Job description
Collaborating internally to minimize renewal risk and championing customer needs are key aspects of the role. Staying updated on ESET's product offerings and actively driving customer advocacy initiatives are also essential responsibilities. Additionally, if customers express interest in upgrading to a higher tier of product or service, or indicate a desire for early renewal, the CSM's role involves referring them to the Sales Department.
FUNCTIONAL RESPONSIBILITIES AND DUTIES
* Manage a portfolio of small to medium business accounts.
* Serve as the main point of contact throughout the customer's journey with ESET.
* Proactively contact customers based on reporting insights to encourage product adoption and address usage or satisfaction issues.
* Collaborate internally to minimize renewal risk.
* Champion customer needs within the organization.
* Stay updated on ESET's product offerings.
* Actively drive customer advocacy initiatives.
* Refer customers to the Sales Department for potential upgrades or early renewals.
* Carry out other work according to the instructions of a managing employee in accordance with the activity of the department and the company.
MANAGERIAL RESPONSIBILITIES
* Propose and implement improvements of processes and work procedures within the team.
* Cooperate with immediate superior on financial planning and remain continuously updated on spending of funds.
* Share relevant information and support communication within the team and with other organizational units.
* Set clear and realistic goals and expectations towards work performance within prescribed deadlines.
* Manage, plan and delegate work to team members and be responsible for performance of assigned tasks in accordance with established procedures and processes.
* Provide regular feedback and evaluate work performance of direct subordinates (e.g. probation period, definite period, assessment interviews).
* Take timely and efficient measures to ensure high-quality and timely work output of the team and its members.
* Ensure optimum planning of human resources, their substitutability and be responsible for attendance of team members. Cooperate with direct superior on planning for personnel and organizational changes.
* Cooperate on new employee recruitment process.
* In cooperation with the employee prepare their personal development plans and ensure relevant development and educational activities.
* Actively look for and exploit opportunities for own development and education and share experience and professional knowledge with others.
REQUIREMENTS
Education:
* Management/business or other relevant field, master degree
Experience:
* Years of work experience:3
Knowledge:
* Working knowledge of CRM tool (ideally Salesforce)
* Basic Knowledge of Qliksense or Tablo and other reporting tools
* Basic Knowledge of Cybersecurity Industry
* Basic Knowledge of customer success best practices and methodologies is a plus
Language:
* Native/C2 in Local Language, B2 English
Communication:
* Open, Transparent, Empathetic Communication
Managerial skills:
* N/A
Personal characteristics:
* Attention to Detail
* Basics of Project management
* Ability to escalate
* Proactivity
* Active Listening
* Detail Oriented
* Prone to accept feedback
* Skilled in conflict resolution
* Analytical thinking
ESET is a performance driven organization and our total rewards approach to compensation is designed to support this. We consider many factors in determining base compensation, including position scope, job related knowledge, education, skills, experience, and work location. The expected OTE for this position is starting at $80,000. Additional benefits, such as health & wellness, performance bonuses, product discounts, holidays, paid time off, etc., Valued Starting at $33,560, may also be offered in accordance with our plans.
Benefits
Health & well-being
* Cigna Medical Plan
* Cigna Dental Plan
* EyeMed Vision Plan
* Reliance Standard Life Insurance
* Reliance Standard Long Term Disability Plan
* HealthJoy Employee Assistance Program
* Cigna Supplemental Insurance
* Lifestyle Spending Account
* Bi-Weekly Mediation Series
* On-site Gym and shower facilities
Family
* Volunteer Day off
* Paid Time off
* Tuition Reimbursement
* Birthing Parent Match
* Pet Insurance
Office
* Recreational Zone
* Coffee & Snacks
* Parking Benefit
Other
* Benefit Hub - Discounts on travel, cars, electronics, etc…
* 401(k) retirement savings
* ESET's Charitable Contributions Program
* Referral Program
Primary location
San Diego
Additional locations
Time type
Full time
Auto-ApplyClient Success Manager II - Mid-Market
Customer success manager job in San Diego, CA
Why Lytx:
At Lytx, we are passionate about our work and inspired to help make our roadways safer. As a Client Success Manager (CSM), you'll serve as the main point of contact for Lytx clients throughout the client lifecycle, from deployment through renewal. You'll manage a diverse portfolio of client accounts and partner with each client to understand their business and safety objectives. Thereafter, you'll be responsible for crafting an outstanding program solution that best meets our client needs. Lastly, you'll educate the client on best practices, as well as focus on change management and user adoption. Most importantly you'll have the opportunity to play a meaningful role in ensuring our clients are happy and stay a long-term partner who implements our products across their entire fleet!
You'll get to:
Develop and execute a customized Program Management Plan to meet Clients' safety program objectives
Build positive relationships resulting in high levels of client engagement with assigned accounts
Act as a subject matter expert and consult on topics including change management, communication strategy, risk management, coaching techniques, and more
Partner with cross-functional teams to ensure smooth execution of installations, training, and customer support
Create and deliver effective web-based training and best practice presentations
Present data analytics highlighting program performance and financial metrics to executive-level clients
Serve as a point of escalation for Client issues
Assist in managing or leading special projects as needed
What you'll need:
3 - 5 years' experience in an account management role within a fast-paced, commercial products or SaaS environment
Strong client support and problem resolution skills
Aptitude for numbers and expert skills with Microsoft Excel
Ability to effectively present key performance metrics to executive-level clients
Excellent written and verbal communication skills, particularly strong persuasion and negotiation skills
Strong technical acumen; ability to learn technical products quickly and work effectively with both technical and non-technical teams.
Demonstrated success in managing complex projects
Experience with managed services, trucking, and the fleet industry is highly preferred
Ability to travel 10-15%
Benefits:
Medical, dental and vision insurance
Health Savings Account
Flexible Spending Accounts
Telehealth
401(k) and 401(k) match
Life and AD&D insurance
Short-Term and Long-Term Disability
FTO or PTO
Employee Well-Being program
11 paid holidays plus 1 inclusive holiday per year
Volunteer Time Off
Employee Referral program
Education Reimbursement Program
Employee Recognition and Appreciation program
Additional perk and voluntary benefit programs
Salary is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. This position is also eligible for an incentive compensation plan. The expected hiring salary for this position is:
$69,500.00 - $88,500.00
Innovation Lives Here
You go all in no matter what you do, and so do we. At Lytx, we're powered by cutting-edge technology and Happy People. You want your work to make a positive impact in the world, and that's what we do. Join our diverse team of hungry, humble and capable people united to make a difference.
Together, we help save lives on our roadways!
Lytx, Inc. is proud to be an equal opportunity employer. We're committed to building a diverse and inclusive workforce and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, gender, genetic information, uniformed service, national origin, age, veteran status, disability, pregnancy, or any other status protected by federal or state law. We are committed to providing reasonable accommodation for candidates with disabilities who need assistance during the hiring process. To request a reasonable accommodation, please email ***********. Lytx conducts background checks on applicants who receive a conditional offer of employment in accordance with applicable local, state, federal and regional laws. Qualified applicants with arrest or conviction records will be considered. Background check results may potentially result in the withdrawal of a conditional offer of employment and will be made in accordance with all applicable local, state, federal and regional laws.
Auto-ApplyPersonal Lines Client Manager
Customer success manager job in Santee, CA
Job Description
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
With some guidance and/or direction, leads client service including ALL primary activities list below. May deliver renewal messaging to some clients.
Majority of time spent on standard process steps. Often auto-renewals.
May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities.
Primary Responsibilities
Primary Activities (60% or more of time)
Evaluates exposures and renewal quote
Review upcoming renewals and determine which accounts warrant remarket
Make coverage recommendations,
Utilize comparative rater tool to obtain quotes
Transact agency billing (where applicable)
Obtain signed binding and notifies carriers
Reviews binding documents for accuracy
Other Responsibilities, as applicable
Setup and maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
Attach, organize, and name documents in EPIC
Initiate endorsements, proofs of insurance and invoices
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
Create activities in EPIC and assign to applicable team member
May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.
Position Specific Skills/Qualifications
Work Experience
3+ years' experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages
Professional Licenses/Certifications
Must hold state Property & Casualty insurance license
Essential Skills/Competencies
Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
Maintains effective relationships with client, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative.
Able to obtain firsthand customer information and use it for improvements in placements and services.
Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines.
Proficient in self-serve portals and manages client training and utilization.
Follows a well-established set of activities.
Able to solve difficult problems that are not routine, but not overly complex.
Ability to work in a fast paced environment with some instruction and a high degree of accuracy and attention to detail.
Education
HS Diploma or equivalent
Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Compensation
This position is located in Illinois. The base salary for this position at the time of this posting may range from $50,000 to $75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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Enterprise Customer Success Manager
Customer success manager job in San Diego, CA
CyberArk (NASDAQ: CYBR), is the global leader in Identity Security. Centered on privileged access management, CyberArk provides the most comprehensive security offering for any identity - human or machine - across business applications, distributed workforces, hybrid cloud workloads and throughout the DevOps lifecycle. The world's leading organizations trust CyberArk to help secure their most critical assets. To learn more about CyberArk, visit our CyberArk blogs or follow us on X, LinkedIn or Facebook.
Job Description
As an Enterprise Customer Success Manager at CyberArk, you will use your skillset to build key relationships, working closely with Directors/Managers of Security, Security Engineers, Security Architects, and Dev-Ops teams to implement best- in- class Access and Identity products from CyberArk. The E-CSM works with mid-to-large enterprise customers and is accountable for ensuring these customers adopt and realize the recurring value from CyberArk products, Perpetual or Subscription, on-premises or cloud. Your results will be increased customer satisfaction, value, retention, and expansion of the CyberArk security footprint.
Responsibilities:
Own and drive onboarding, adoption, and advocacy across a portfolio of customers.
Work with customers to build success plans, establish critical goals, and aid customers in achieving their objectives.
Design and execute a value roadmap for each customer in your portfolio.
Establish regular cadence calls (Weekly, Monthly, Quarterly) with each assigned customer.
Conduct Quarterly business reviews to ensure successful outcomes from CyberArk solutions.
Review executive dashboards and program status, continually measuring and monitoring customer health metrics and KPIs.
Solidify your position as a trusted advisor/strategic advisor with all customers and drive continued value of our products and services.
Partner with CyberArk Account Team (Account Executives, Security Architects, Sales Engineers, and Training) to find opportunities for new usage of CyberArk across organizational functions, and build contract renewal, upsell, and cross-sell opportunities.
Define success plans for at-risk customers and execute them in collaboration with a functional team.
Act as the voice of the customer internally to advocate for customers' needs.
Leverage internal tools, including Gainsight, to archive customer activity and other key data points.
Identify and communicate areas for improvement in customer experience including both product and process.
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Qualifications
5+ years relevant work experience in customer success, consulting, post-sales technical account management and similar roles.
Strong consulting and project management skills with proven results working as a trusted advisor to drive business value for customers, including the ability to interact with client teams at various levels of technical and non-technical depth.
Excellent written and verbal communication skills - able to simplify complex topics in a friendly and approachable manner for both executive and end-user audiences.
Previous experience with a Cybersecurity/SaaS solutions company and/or an enterprise software company working with large enterprise customers highly desired.
Strong knowledge of cloud architecture (AWS, Azure, GCP) as well as on-premises IT landscape
Solid understanding of concepts and the development of security roles within organizations
Practical experience with enterprise Directory services (Active Directory, LDAP, Azure etc.) including support and security operations.
Fundamental technological knowledge of networking environments
Experience installing and supporting enterprise software on Windows and UNIX platforms.
Prior experience with CyberArk Software solutions is preferred or relevant experience with enterprise applications, security management, systems management, identity management, and/or policy management solutions -especially in the IAM and SIEM space.
Up to 25% travel
Additional Information
CyberArk is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
We are unable to sponsor or take over sponsorship of employment Visa at this time.
The salary range for this position is $101,000 - $148,000/year, plus commissions or discretionary bonus, which will be based on the employee's performance. Base pay may also vary considerably depending on job-related knowledge, skills, and experience. The compensation package includes a wide range of medical, dental, vision, financial, and other benefits.
Customer Success Manager I
Customer success manager job in San Diego, CA
The Customer Success Manager I (CSM) is responsible for managing a portfolio of small to medium business accounts. CSM serves as the main point of contact throughout the customer's journey with ESET and contacts customers when necessary- based on reporting insights.
Job description
Collaborating internally to minimize renewal risk and championing customer needs are key aspects of the role. Staying updated on ESET's product offerings and actively driving customer advocacy initiatives are also essential responsibilities. Additionally, if customers express interest in upgrading to a higher tier of product or service, or indicate a desire for early renewal, the CSM's role involves referring them to the Sales Department.
FUNCTIONAL RESPONSIBILITIES AND DUTIES
• Manage a portfolio of small to medium business accounts.
• Serve as the main point of contact throughout the customer's journey with ESET.
• Proactively contact customers based on reporting insights to encourage product adoption and address usage or satisfaction issues.
• Collaborate internally to minimize renewal risk.
• Champion customer needs within the organization.
• Stay updated on ESET's product offerings.
• Actively drive customer advocacy initiatives.
• Refer customers to the Sales Department for potential upgrades or early renewals.
• Carry out other work according to the instructions of a managing employee in accordance with the activity of the department and the company.
MANAGERIAL RESPONSIBILITIES
• Propose and implement improvements of processes and work procedures within the team.
• Cooperate with immediate superior on financial planning and remain continuously updated on spending of funds.
• Share relevant information and support communication within the team and with other organizational units.
• Set clear and realistic goals and expectations towards work performance within prescribed deadlines.
• Manage, plan and delegate work to team members and be responsible for performance of assigned tasks in accordance with established procedures and processes.
• Provide regular feedback and evaluate work performance of direct subordinates (e.g. probation period, definite period, assessment interviews).
• Take timely and efficient measures to ensure high-quality and timely work output of the team and its members.
• Ensure optimum planning of human resources, their substitutability and be responsible for attendance of team members. Cooperate with direct superior on planning for personnel and organizational changes.
• Cooperate on new employee recruitment process.
• In cooperation with the employee prepare their personal development plans and ensure relevant development and educational activities.
• Actively look for and exploit opportunities for own development and education and share experience and professional knowledge with others.
REQUIREMENTS
Education:
• Management/business or other relevant field, master degree
Experience:
• Years of work experience:3
Knowledge:
• Working knowledge of CRM tool (ideally Salesforce)
• Basic Knowledge of Qliksense or Tablo and other reporting tools
• Basic Knowledge of Cybersecurity Industry
• Basic Knowledge of customer success best practices and methodologies is a plus
Language:
• Native/C2 in Local Language, B2 English
Communication:
• Open, Transparent, Empathetic Communication
Managerial skills:
• N/A
Personal characteristics:
• Attention to Detail
• Basics of Project management
• Ability to escalate
• Proactivity
• Active Listening
• Detail Oriented
• Prone to accept feedback
• Skilled in conflict resolution
• Analytical thinking
ESET is a performance driven organization and our total rewards approach to compensation is designed to support this. We consider many factors in determining base compensation, including position scope, job related knowledge, education, skills, experience, and work location. The expected OTE for this position is starting at $80,000. Additional benefits, such as health & wellness, performance bonuses, product discounts, holidays, paid time off, etc., Valued Starting at $33,560, may also be offered in accordance with our plans.
Benefits
Health & well-being
Cigna Medical Plan
Cigna Dental Plan
EyeMed Vision Plan
Reliance Standard Life Insurance
Reliance Standard Long Term Disability Plan
HealthJoy Employee Assistance Program
Cigna Supplemental Insurance
Lifestyle Spending Account
Bi-Weekly Mediation Series
On-site Gym and shower facilities
Family
Volunteer Day off
Paid Time off
Tuition Reimbursement
Birthing Parent Match
Pet Insurance
Office
Recreational Zone
Coffee & Snacks
Parking Benefit
Other
Benefit Hub - Discounts on travel, cars, electronics, etc…
401(k) retirement savings
ESET's Charitable Contributions Program
Referral Program
Primary location
San Diego
Additional locations
Time type
Full time
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