Customer success manager jobs in Santee, CA - 358 jobs

Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017

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

Sycuan is seeking a dynamic Enterprise Analytics Manager to assist in shaping the strategic direction of our property-wide analytics team. This role will focus on improving overall profitability by providing actionable insights, developing key performance indicators, and supporting data-driven decision-making across all business units. Job Purpose: Assist with the strategic direction for property wide Enterprise Analytics team to improve overall profitability for Sycuan Casino Resort. Provides business unit managers with business reports and analysis, and identifies key performance indicators and opportunities and/or corrective measures to improve profitability and efficiency Job Duties and Responsibilities: (Note: Duties and responsibilities may be added, deleted, or changed at the sole discretion of Sycuan Management at any time) Assist and implement routine, centralized reporting and provide ad hoc data analytics to review with business leaders to monitor areas of opportunity and progress towards strategic planning goal completion Collaborate with IT Data Analytics to develop data analytic tools for in-depth analysis of all areas of property Assist all analytical projects and initiatives providing insightful analysis that will drive data-based decision making Measure Key Performance Indicators in partnership with key stake holders to measure success Assist change management process and lead operational change to accomplish strategic planning goals Leverage analytical tools to aid in the analysis process such as SQL, R, Python, Tableau, Excel, etc. Articulate and present findings to appropriate audience and business units in a digestible format Manage a team of analysts with an emphasis on growth, learning, and inclusion Job Specifications: Education and Experience: Essential: Bachelor's Degree in Math, Statistics or Finance or related field or equivalent experience 3 years of business analysis experience 3 years of creating complex data analysis utilizing industry standard tools Experience utilizing big-data analytics tools such as SQL, R, Python, Tableau, Excel, etc. Desirable: Experience in gaming and/or hospitality analytics Experience in direct marketing and customer analytics Project management experience MBA or other graduate level degree Skills and Knowledge: Essential: Proficiency in Excel spreadsheet applications Advance Proficiency in SQL Ability to perform complex mathematical calculations Ability to analyze, compile and disseminate complex information in a clear and concise manner Ability to analyze complex problems and make sound judgments Ability to communicate and interact effectively with guests and team members Ability to prioritize and perform multiple tasks and assignments Ability to manage large projects and multiple projects to completion Ability to identify opportunities, assess trends and provide recommendations Ability to document and complete office forms Ability to read, analyze, and interpret complex documents Ability to appear for work on time Ability to maintain professionalism and composure Ability to understand and follow verbal directives and written directions Ability to accept constructive criticism Ability to maintain confidentiality Desirable: Multi-lingual Supervisory/Managerial Accountability: Direct: Senior Analyst, Analyst - 2 Indirect: None Please note: This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship

Why Lytx: The Manager, Client Success will lead a team of Client Success Managers responsible for managing clients through the full customer lifecycle, from deployment to onboarding to nurture and renewal, driving product adoption, understanding account health and identifying retention risks. This role will build, manage and direct a team that is responsible for driving program success and proactively supporting our customers to ensure our products help them achieve their safety objectives and continuously find high value in the Lytx program. The ideal candidate is passionate about client success, scaling a team and is a natural problem solver, comfortable with ambiguity and enjoys a dynamic environment. You'll Get To: Set clear direction and align the team to shared goals Play an important role in executing our company's Vital Few Objectives (VFOs') around retention and growth of customer base Encourage and foster a team culture of continuous learning and professional development Provide coaching, mentorship and feedback to support growth of team members Conduct regular performance conversations and create personalized development plans for all employees Identify skill gaps and invest in training/development of team members Lead, motivate and inspire Client Success Managers to provide exceptional client service Accountable for team's performance around program health, driving program success, achieving department NRR and churn metrics Develop a strong understanding of team's key accounts and identify opportunities to improve customer experience; includes monitoring accounts and helping identifying programs in need of extra attention Assist team by participating in client meetings and QBRs to review program results and help drive results Ensure team accountability for segment CSM deliverables: account plans, risk ID and mitigation, renewal accountability, program reviews, internal/external training Conduct periodic check-ins with key accounts to gauge customer satisfaction and CSM effectiveness Own client escalations, gather feedback and make product recommendations to improve the client adoption Recruit, train, coach and develop team members, in an effort to grow and retain top talent Develop, analyze and regularly report on client success team metrics Identify, create and revise processes with a focus on enhancing the overall customer experience and continuously improve operational efficiency Partner with cross-functional teams and key internal stakeholders to ensure processes are aligned and hand-offs between Client Success and Sales, Order Management, Installation, Product and Support are established and seamless to ensure client satisfaction Participate and support BU and cross-functional projects that can solve complex business scalability opportunities and lead any internal change management exercise required upon execution. Other duties as assigned What You'll Need: Bachelor's Degree or equivalent combination of education and experience Strong ability to make timely, informed decisions that balance company and team priorities appropriately Ability to navigate conflict constructively and model strong emotional intelligence. Strong emotional intelligence qualities to lead a high-functioning team Highly developed leadership skills to foster trust and collaboration on team and across functions and departments Ability to use metrics and data to hold all team members accountable for results Highly developed change management skills to guide team through change 8+ years of experience years in customer success, account management, consultative sales and/or business consulting 2+ years of experience working in client facing, people management and leadership role Highly developed organization skills, ability to multitask and handle urgent requests with poise and professionalism Strong project management skills and ability to drive for results Excellent communication and presentation skills to C-Level, including the ability to influence and interface at all levels within the organization to communicate ideas and concepts clearly and concisely with excellent verbal and written skills Ability to manage multiple projects and priorities concurrently Flexibility to travel up to 20% 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: $123,000.00 - $155,000.00 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.

Our Mission & Values: At Drata, we help companies earn and keep the trust of their users, customers, partners, and prospects. We're the proof layer that shows great companies deserve the trust they aim to build. We live our values every day. Built on Trust means consistency is everything. Act with Integrity by always doing the right thing. Being Customer-Obsessed keeps the people we serve at the center of our work. Competitive Fire drives us to push ourselves harder than anyone else. Diversity brings unique perspectives that lead to better solutions. Automation First ensures we save time and money by making efficiency a priority. Our Culture & Work Style 🚀 At Drata, we're not just building software - we're building a mindset. Everything we do springs from: Be a Driver (Owner‑Operator Mentality): Own your work. Improve relentlessly. Deliver results. Move at Drata Speed (Precision & Velocity): Fast decisions. Quick learning. Immediate impact. Stay Mission-Driven (Customer‑Obsessed): Challenge assumptions. Deliver value. Stay hungry. We pair that high-velocity culture with a thoughtful hybrid model because we believe flexibility and collaboration both matter. That's why in the Bay or San Diego, we come together in-office Tuesday through Thursday our high‑impact collaboration days where teams align, strategize, and innovate. Mondays and Fridays are flexible, giving you space for focused work, balance, and autonomy. If you thrive when you're empowered, energized, and working with smart, mission-driven people where you'll feel at home here. Why Join The Drata Team? The best way to understand the Driver's Mindset is to see it in action. We're an award-winning, mission-driven team of 600+ people worldwide, united by a culture that values trust, speed, and continuous growth. See the Speed: Watch our CEO, Adam Markowitz, discuss the hyper-growth journey, from $0 to $100M ARR in just four years Hear the Voice of the Team: Explore our "Life at Drata" page for employee testimonials on our collaborative and the growth opportunities available. Experience the Impact: See why we are consistently recognized on Fortune's Best Workplaces lists. Connect with Us on Socials: LinkedIn - follow us for company updates, employee stories, and career news. Job Summary: As a Customer Success Manager focused on MSSPs, you'll be the key point of contact, driving adoption and optimizing the use of Drata's platform to fuel expansion, renewal, and positive customer outcomes. You'll collaborate closely with our Partnership team to ensure value-driven engagements, leading regular cadence meetings and strategic QBRs with executive stakeholders. By leveraging performance metrics and data, you'll proactively identify opportunities, mitigate risks, and become a trusted advisor for MSSPs, guiding them through their compliance journey and maximizing the impact of Drata's platform on their business. With a relationship-building mindset and a driver mentality, you'll foster deep connections with MSSP partners, driving their success while creating opportunities for your own growth in a fast-paced, high-impact environment. We are hiring for one CSM, MSSP in either San Diego or San Francisco. This is a hybrid role. What you'll do: Serve as primary point of contact and guide overall relationship with MSSPs, increasing adoption and product use to drive NPS, expansion, and renewal, working collaboratively with the Drata Partnership team and other company stakeholders. Work with Drata's Partnership team, to ensure we continue value-selling based approach through customer journey from point of sale through expansion and renewal for MSSPs and their clients. Engage daily with our MSSPs and your own performance metrics and data, leveraging all available datasets to fuel more effective and efficient engagements. Establish regular cadence meetings (weekly, monthly, quarterly, etc.) with each MSSP to align and realign on business objectives, KPIs, product use and product opportunities, and their partnership journey with Drata. Conduct QBRs with executive and C-level team members from MSSPs and Drata for our most strategic relationships. Build and maintain a deep understanding of Drata's platform and engage with MSSPs about the most relevant features/functionality for their specific business needs. Become a trusted advisor for MSSPs around best practices for utilizing Drata's platform in progressing the compliance journey of their clients. Leverage relationships, data/metrics, and team resources to proactively identify, assess, and flag risk, and collaborate with team to mitigate and address it Provide feedback internally on how Drata can grow our MSSP relationships via how we build product, service models, and continually improve our delivery and execution What you'll bring: 3+ years a in Customer Success Management role and 5+ years in a customer-facing role overall BA/BS or Equivalent Experience in B2B SaaS required Power user/expertise in Slack, Zoom, Google Workspace/GSuite, and CRM systems (Catalyst, Salesforce, etc.) required Experience with Jira/ticketing, Gong, Sigma/data dashboards, Chili Piper/calendaring software, Notion preferred Security, Compliance, and/or GRC experience strongly preferred Empathetic, diplomatic, honest communicator, with demonstrable mastery of written and verbal communication Active listener and capacity to synthesize and take action on complex dialogue and information Data-fueled approach to CSM work, growth mindset Collaborative, coachable, constructive attitude Embody our ethos of ‘Trust' Demonstrable previous successes in a high-growth environment Resilient and adaptable to change High capacity for managing, prioritizing, and balancing customer and organizational workload (meetings, tasks, administrative, email, project work, etc.) How we support you: At Drata, our people are our strongest advantage-and we prove it with support that exceeds industry standards. Our total rewards package is designed to power your well-being, accelerate your growth, and keep your work-life balance thriving. Explore how we invest in your Life at Drata. Shared Success: We provide stock equity to ensure that as the company grows, you share directly in that success. Equity gives every employee a sense of ownership and the opportunity to celebrate our wins together-because your contributions don't just support our progress; they help drive our collective success. Health & Wellness: Up to 100% employer-paid premiums for medical, dental, and vision coverage for employees and their dependents , along with comprehensive wellness benefits and healthcare concierge services designed to support your needs beyond traditional insurance. Financial Well-being: A comprehensive suite of financial benefits, including a 401(k) plan, company-paid life and disability insurance, tax-advantaged spending accounts, and a range of discounted voluntary offerings to help you customize and strengthen your overall financial position. Family Support: We want to support you in life's most important moments, so we offer a paid Parental Leave policy, after six months of employment. Employees also receive access to Kindbody fertility and family-building benefits and dedicated leave specialists who help guide you through the entire process. Growth & Development: Generous annual stipends for both professional and personal development, empowering you to invest in your continued growth. You'll also have access to a wide range of internal learning opportunities, ensuring you can build new skills, deepen your expertise, and advance your career with confidence. Time Off & Flexibility: We believe that to do your best work, you should get the time you need for rest, rejuvenation and recovery. Drata offers a flexible vacation policy, paid holidays, and other perks to recharge. This role will receive a competitive base salary, variable compensation, benefits, and/or stock, typically in the form of Restricted Stock Units (RSUs). The applicable range of On-Target Earnings (OTE) for each US-based role is listed below: Tier 1: $121,600 - $150,200 (San Francisco) Tier 2: $109,400 - $135,100 (San Diego) A variety of factors are considered when determining someone's leveling and compensation-including a candidate's professional background and experience. These ranges may be modified in the future and final offer amounts may vary from the amounts listed above.

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.

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. About the role: The Sr Customer Success Manager, Utility will be responsible for empowering the customer to minimize time to value and working cross functionally to drive initiatives internally on their behalf. The primary purpose of this role is to provide value and build interpersonal relationships that foster customers who are active promoters. We do this by driving enablement externally and advocacy internally. To be successful, you must have an in-depth knowledge of company products, services, partner integrations, client business practices and possess effective communication skills with a genuine desire to help others. What you'll do here: Proactively manage a portfolio of customers utilizing Utility Expense Management and/or Resident Billing Develop and build strong relationships with key customer stakeholders and executive sponsors: steering committees, regular visits, reports, events Coordinate small internal customer projects Partner closely with other cross-functional team members to translate business needs and product requirements into new solutions for customers Proactively identify and escalate at risk clients and product issues Conduct quarterly business reviews with assigned clients. Serve as a subject matter expert for Utility Expense Management and Resident Billing Services Ensure customer goals and objectives are met and deliver regular portfolio performance reporting Research and assist with resolution of performance issues Assist customers with general inquiries and initial research and escalate as necessary Ensure 95% call to action compliance. Provide a high level of actionable insight and data analysis to provide value for our customers. Participate in all team meetings and provide process enhancement feedback while evangelizing the culture and spirit of teamwork. Participate in POD and attend Sprint review meetings . Accurately documents and updates client records, support notes and interactions within the various software systems (Salesforce, Jira, etc). Consistently meets personal/team goals and quotas. Develop and manage a book of clients from CSA covered segments Mediate between clients and the organization. About you: 8+ year experience in a Customer Success or Account Management role Proven track record of success Experience with Salesforce (or other comparable CRMs), support, ticketing software systems and best practices. Proven ability to work in a fast paced, team centered work environment Prior experience in Multifamily Utility Expense Management and Resident Billing Technical aptitude and ability to identify alternative solutions to customer issues. Ability to handle multiple, critical, high priority issues with a sense of urgency . Proficiency with Google Suite Products. Excellent communication- verbal, written, interpersonal with strong active listening skills. Detail-oriented and dependable, with a positive and inquisitive attitude. Ability to multitask, prioritize, and collaborate Exhibit a high degree of self-motivation, drive and a proactive nature. Bonus points if you have: Bachelor's degree or higher Real Estate or PropTech industry experience $85,000 -$95,000 The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. Benefits: Global Payments offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: **************************************************************** Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. This position is eligible to be considered for remote hiring anywhere in the USA. #LI-Remote Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.

**About Us:** Proofpoint is a global leader in human- and agent-centric cybersecurity. We protect how people, data, and AI agents connect across email, cloud, and collaboration tools. Over 80 of the Fortune 100, 10,000 large enterprises, and millions of smaller organizations trust Proofpoint to stop threats, prevent data loss, and build resilience across their people and AI workflows. Our mission is simple: safeguard the digital world and empower people to work securely and confidently. Join us in our pursuit to defend data and protect people. **How We Work:** At Proofpoint you'll be part of a global team that breaks barriers to redefine cybersecurity guided by our BRAVE core values: **Bold** in how we dream and innovate **Responsive** to feedback, challenges and opportunities **Accountable** for results and best in class outcomes **Visionary** in future focused problem-solving **Exceptional** in execution and impact **The Role** Proofpoint is looking for a self-starting, responsible, action-oriented, and highly motivated individual to join our growing field services team. The mission of the Customer Success Manager is to ensure that our customers realize the full value of the products and services they have purchased from Proofpoint, ultimately maximizing renewals. This is a customer-centric role in a fast-paced environment that demands interaction with enterprises at senior levels, as well as with technical staff within the traditional IT and Security organization. Successful candidates will have excellent communication skills with a proven track record of successfully interacting with customers regarding business and technical interests alike; a strong technical foundation, especially related to email security; substantial experience driving concurrent projects and issues to completion with little direction, and a passion for ensuring a world class customer experience. **Your day to day** + Drive high levels of customer success through post sales customer engagements, maintaining a strong sense of ownership over customer outcomes + Be a relentless advocate for your customers into the Product Management, Engineering and internal teams to improve the product and help ensure that Proofpoint deployments are successful. + Independently provide ongoing and proactive vision and guidance regarding data security initiatives to assigned Proofpoint customers. + Provide guidance and advice to onboarding customers about how best to utilize Proofpoint resources including their purchased solutions, support options, training offerings and other Proofpoint services. + Meet regularly with customers to review product adoption and health, issues, upcoming releases, and other initiatives. Develop a thorough understanding of a typical customer's business and security needs by industry, providing proactive recommendations that support the customer's priorities. + Contribute to functional groups from areas such as Product Management, Sales, Marketing, Engineering, Support, and Professional Services to help address underlying causes of churn and dissatisfaction. **What You Bring to the team** + Preferred: 4-year college degree in a business area, technical area or equivalent + 7 + years of related industry experience in professional services, sales engineering, senior support engineering, or other customer facing roles with exposure to multiple technology areas + Understand and demonstrate customer success principles and behavior + Must be able to articulate customer business requirements and serve as the customer voice internally + Working knowledge of email security and networking concepts and frameworks + Working knowledge of cloud technologies, web services, operating systems, and common technical architecture + Ability to effectively work in a team environment as well as independently + Excellent communication skills, phone manner, and meeting presence within all levels of the customer's organization + Project and/or program management skills and high attention to detail + Ability to think innovatively, strategically and deliver tactically + Ability to work independently, to adapt quickly, and to maintain a positive attitude in challenging situations **Why Proofpoint?** At Proofpoint, we believe that an exceptional career experience includes a comprehensive compensation and benefits package. Here are just a few reasons you'll love working with us: + Competitive compensation + Comprehensive benefits + Career success on your terms + Flexible work environment + Annual wellness and community outreach days + Always on recognition for your contributions + Global collaboration and networking opportunities **Our Culture:** Our culture is rooted in values that inspire belonging, empower purpose and drive success-every day, for everyone. We encourage applications from individuals of all backgrounds, experiences, and perspectives. If you need accommodation during the application or interview process, please reach out to accessibility@proofpoint.com . **How to Apply** Interested? Submit your application along with any supporting information- we can't wait to hear from you! Consistent with Proofpoint values and applicable law, we provide the following information to promote pay transparency and equity. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets as set out below. Pay within these ranges varies and depends on job-related knowledge, skills, and experience. The actual offer will be based on the individual candidate. The range provided may represent a candidate range and may not reflect the full range for an individual tenured employee. This role may be eligible for variable compensation and/or equity. We offer a competitive benefits package, including flexible time off, a comprehensive well-being program with two paid Wellbeing Days and two paid Volunteer Days per year, plus a three-week Work from Anywhere option. **Base Pay Ranges:** SF Bay Area, New York City Metro Area: Base Pay Range: 0.00 - 0.00 USD California (excludes SF Bay Area), Colorado, Connecticut, Illinois, Washington DC Metro, Maryland, Massachusetts, New Jersey, Texas, Washington, Virginia, and Alaska: Base Pay Range: 0.00 - 0.00 USD All other cities and states excluding those listed above: Base Pay Range: 0.00 - 0.00 USD Proofpoint has been honored with six Best Places to Work Awards in 2024 by workplace culture leader Comparably, including Best Company Career Growth, Best Company Outlook, Best Global Culture, Best Engineering Teams, Best Sales Teams, and Best HR Teams. We are the leader in human-centric cybersecurity. Half a million customers, including 87 of the Fortune 100, rely on Proofpoint to protect their organizations. We're driven by a mission to stay ahead of bad actors and safeguard the digital world. Join us in our pursuit to defend data and protect people. Our BRAVE Values: At Proofpoint, we are BRAVE in everything we do, and our values aren't just words-they shape how we work, collaborate, and grow. We seek people who are bold enough to challenge the status quo, responsive in the face of ever-evolving threats, and accountable for delivering real impact. We value those with a visionary mindset who anticipate what's next and push cybersecurity forward, and we celebrate exceptional execution that ensures we continue to defend data and protect people. Proofpoint is an equal opportunity employer, we hire without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability. Find your network, your allies, and your biggest fans. We know that work is simply better when you're surrounded by people who inspire you-who share ideas, cheer you on, and genuinely want to see you succeed. That's why we offer social circles, sponsored networks, and connection points across teams and time zones-to help you find your people, build your community, and thrive together. This isn't just a job-it's a mission to protect people and defend data in a world that never slows down. We're building the future of human-centric cybersecurity, and that future belongs to all of us. We take ownership, move fast, and hold ourselves accountable-because that's what it takes to stay ahead. And we do it together, winning as one. Be empowered to reach your full potential through meaningful challenges and personalized support-designed around you and your goals. Whether you're growing as a leader or leveling up from great to exceptional as an individual contributor, we're here to help you get there. Proofpoint is an equal opportunity employer, we hire without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability.

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 haven't 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 Salary Description Starting at 100k

BC is excited to offer a fantastic opportunity to drive our sales strategy in the vibrant Southern California market for water and wastewater engineering and consulting services. As a Client Service Manager, you will step into a well-established business and bring your skills and experience to build on and expand our operations. You will collaborate closely with our technical leaders, project managers, and marketing team to shape our growth strategy. This role is perfect for someone eager to advance their career and take on new challenges in a supportive and successful environment. We offer flexible, hybrid work arrangements from our offices in Irvine and San Diego. Remote arrangements at other locations in the state will also be considered. Join us and make a significant impact while growing your career in a thriving market! The Southern California market is a dynamic and growing segment of our business, necessitating superior client service, innovative and sustainable solutions, and robust collaboration with our technical service providers and client contacts. This role is strategic and ideal for a professional committed to delivering outstanding client service and achieving positive outcomes for both the environment and our clients. Detailed Description: * Develop and expand relationships with clients. Collect and synthesize market and stakeholder intelligence to build stronger relationships at all levels within the client organization. * Lead, manage, and facilitate the Client Service Team (CST). * Develop, maintain, and communicate the client's strategic vision and business case to the CST and BC business leaders. * Communicate and demonstrate the value of BC services to our client's business through tangible results they recognize. Exhibit professional acumen while providing direct project oversight and engagement. * Fully understand the client's business and desired outcomes. Regularly engage clients to comprehend their business interests. * Responsible for developing and driving sales and business goals for the California Water and Wastewater market. * Engage and cultivate client service teams to support the understanding and delivery of client needs and expectations. * Create client engagement strategies and pursuit plans, actively leading in key opportunity proposals, positioning, teaming, messaging, and interviews. * Understand and apply knowledge of market trends and drivers. * Serve as project manager or senior technical resource for key clients. * Ensure high-quality client services, clarity on work products, and delivery of high-quality services within budget and schedule constraints. * Utilize internal systems for communication, tracking, and collaboration on projects and opportunities. * Support the development of staff members, particularly concerning exceptional client service delivery, strategic planning, and effective communication. * Meet identified performance metrics, including annual sales goals, project budgets, and schedules. * Leverage resources, experience, and skills of the firm to support client goals. * Participate in professional societies, fostering connections for BC and technical professionals in support of client goals. * Serve as a mentor to mid-level and rising professional staff. Desired Skills and Experience: * B.S. degree in related engineering field (Civil, Environmental etc.) required; M.S. degree in related engineering field with a focus on civil or environmental engineering preferred. * Professional Engineer registration in the State of California preferred. * A minimum of 15 years' experience in consulting and engineering services in the water/wastewater sector with progressive responsibilities including business development and project delivery for wastewater treatment, collections, water treatment, and/or water distribution. * Demonstrated ability to communicate effectively with clients, lead project teams to meet project requirements, and provide strong business growth results in management roles. * Proven track record of successfully managing projects, delivering on time and on budget while meeting or exceeding client expectations. * Proven understanding of environmental and regulatory drivers for clients and projects. * Knowledge of business and management principles involved in sales portfolio management, strategic planning, resources allocation, leadership. * Proven technical skills with the ability to articulate ideas and concepts both visually and contextually are required. * Ability to motivate others and lead teams to implement plans for projects and client pursuits. * Valid driver's license and good driving record * Proficiency with Microsoft Suite including Word, Outlook, Project, Excel, and PowerPoint is required. Salary Range: The anticipated starting pay range for this position is based on the employee's primary work location and may be more or less depending upon skills, experience, and education. These ranges may be modified in the future. Location B: Salary $184,000 - $250,000 You can view which BC location applies to you here. If you have any questions, please speak with your Recruiter. Benefits and Other Compensation: We provide a comprehensive benefits package that promotes employee health, performance, and success which includes medical, dental, vision, short and long-term disability, life insurance, an employee assistance program, paid time off and parental leave, paid holidays, 401(k) retirement savings plan with employer match, performance-based bonus eligibility, employee referral bonuses, tuition reimbursement, pet insurance and long-term care insurance. Click here to see our full list of benefits. About Brown and Caldwell Headquartered in Walnut Creek, California, Brown and Caldwell is a full-service environmental engineering and construction firm with 50 offices and 2,100 professionals across North America and the Pacific. For 75 years, we have created leading-edge environmental solutions for municipalities, private industry, and government agencies. We strive to be the company of choice-to our clients, who benefit from our passion for delivering exceptional quality, and to our employees, present and future, who share our commitment to client service, collaboration, and innovation. Join us, and you will find a home where you can do your best work, reach new levels of expertise, and enjoy exceptional development opportunities. For more information, visit ************************ This position is subject to a pre-employment background check and a pre-employment drug test. Notice to Third Party Agencies: Brown and Caldwell does not accept unsolicited resumes from recruiters or employment agencies. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Brown and Caldwell is proud to be an EEO/AAP Employer. Brown and Caldwell encourages protected veterans, individuals with disabilities, and applicants from all backgrounds to apply. Brown and Caldwell ensures nondiscrimination in all programs and activities in accordance with Title VI of the Civil Rights Act Travel Required 20% Local and National #ACE25 #waterreuse #lacampaign #WEFTEC25

Client Success Manager -Specialty Finance Base Salary: $140, 000-$180, 000 + up to 40% performance bonus About the Company Our client is a long-standing, profitable organization in the specialty finance space helping merchants across a variety of industries grow through point-of-sale and consumer financing solutions. The company is entering a new growth phase under fresh leadership-modernizing operations, upgrading technology, and investing in top talent to elevate the client experience. With more than three decades of consistent profitability, they combine the stability of an established business with the energy of a modern, fast-moving organization. About the Role The Client Success Manager will be both hands-on and strategic, owning the client experience after the sale-driving activation, engagement, and retention. You'll roll up your sleeves to improve onboarding, strengthen client relationships, and design scalable systems that enhance how the company serves and grows its portfolio of business customers. This role reports directly to senior leadership and offers high visibility, genuine impact, and a clear path for career growth. What You'll Do Onboarding & Training: Review existing onboarding processes and materials, identify improvement opportunities, and implement solutions that help clients succeed faster. Client Engagement: Lead regular business reviews with clients, helping them understand performance data and uncover new opportunities for partnership and growth. Customer Support Systems: Build structure around ticketing, issue routing, and SLA tracking to ensure timely and consistent client support. Client Advocacy: Gather and synthesize client feedback to reduce friction and influence product, service, and process improvements across the organization. Leadership & Execution: Balance doing the work yourself with building repeatable systems and developing team members who can scale your impact. What You Bring 5+ years of experience in client success, account management, or post-sales roles within consumer finance, loan servicing, or related sectors. Strong communicator with a client-first mindset and the ability to build trust quickly. Hands-on problem solver who enjoys both creating structure and delivering results. Process-oriented thinker with comfort using CRMs (HubSpot experience a plus). Eager to leverage AI tools (ChatGPT, Claude, Perplexity, Gemini, etc.) to enhance productivity and decision-making. Bilingual (Spanish/English) is a plus. Why Join A company with a multi-decade track record of profitability and growth, now investing in modernization and innovation. Direct exposure to executive leadership and the ability to shape how the company serves its clients. Competitive compensation, annual bonus potential, and strong long-term benefits. Collaborative culture with long-tenured employees and new energy driving transformation. Opportunities for advancement and meaningful professional development.

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.

Job Description: Driving our clients' success and happiness by helping them meet their business goals is at the heart of the Client Success Manager role. We do this by understanding and facilitating a client's needs in the digital and traditional marketing space. You will lead their ongoing marketing strategy to ensure that their marketing campaigns hit the ground running. Through intentional strategy and nurtured relationships, client retention and continued growth is always a priority. Because Client Success Managers touch every marketing service we offer, being an agile, team player is critical. Essential Functions Client Communication: You will be your clients' primary point of contact, functioning as a liaison between them and our team. You'll lead marketing strategy calls with clients and engage with our clients on a regularly planned cadence. Customer Service and Client Retention: You will field any client questions or requests, troubleshooting issues to the best of your knowledge and/or escalating them to the appropriate team members when necessary. Your goal is to ensure long-term satisfaction and development of client relationships. Campaign Reporting: You will be responsible for monthly reporting emails and phone calls, translating marketing metrics and performance KPIs for clients to understand the health of their campaigns. You must be comfortable with our business intelligence dashboards to measure the status and success of SEO, PPC, social media, call tracking, and other campaigns. Marketing Strategy: You will identify opportunities and goals for clients and match those opportunities with the best strategies to meet their needs. In addition to coming up with your own marketing ideas, and working with local sales reps on feasibility and execution, you should feel confident presenting recommendations to our clients. Upsells and Expansions: Drive upsells and expansion opportunities by understanding client goals and proactively sharing with them services that may help them achieve those goals Quality Assurance and Creative Direction: You ensure that all our work is branded appropriately for each client, accurate, and high-quality. From guiding feedback on print collateral to reviewing landing page edits or ad copy, you will always strive for an aesthetic that is fresh and effective. KPI Management: You will be responsible for setting, tracking, and meeting senior client success-specific KPIs for the department and for individual members of your team. KPIs may include; Total revenue, MRR, client retention, upsells, closeouts, refunds, credits, and client count. Core Competencies Intuitive Communication: You will be a client's primary point of contact and responsible for relaying updates to our team; you must be personable, professional, and responsive. There is an intuition needed in this role to differentiate between moments when an email will suffice and when you need to pick up the phone. You'll also be responsible for coordinating with Project Managers to ensure a seamless transition from project completion to marketing launch. Knack for Relationship Building: Building trust with your clients is the foundation for a successful relationship. You must have a knack for connecting with clients on a personal level, nurturing relationships, establishing yourself as an advocate for their success and an extension of their team. Best of all, you enjoy it, too! Through consistent communication and genuine understanding for each client's needs, you'll build rapport that fuels account retention. Obsessive Attention to Detail: Client Success Managers guide feedback and traffic marketing updates between clients and team members. You will share accountability for the accuracy and quality of our company's work. Attention to detail is crucial, so please include the title of your favorite movie or book at the beginning of your email or application. Expert Organization: If someone asks you to describe yourself and you wouldn't say "organized," you need not apply. Client Success Managers must be organized and on top of all client needs, acting as an account manager to oversee launch deadlines and facilitate campaign updates. You will need an exceptionally strong ability to multitask and prioritize accordingly, keeping track of outstanding assets and tasks. Keen Analytical Skills: We measure everything we do by its ROI. You will need a deep understanding of marketing metrics and KPIs, along with the ability to dissect and solve problems through data. Along with specialists on the team, you will supervise clients' campaign performance and you are able to determine when it's time to pivot away from efforts that aren't fruitful vs. when to double down on a campaign with killer ROI. “Big Picture” Thinking and Knowledge of Digital Marketing: Clients will ask questions about their digital marketing (particularly SEO, PPC, and social media) and website content, and every service we offer ties into the next. We need someone who can see the connections and make good choices for both the client and the agency as a whole. Presenting marketing strategy decks, you'll need to be able to tell a story that describes how our team of specialists will help achieve the client's goals through tactical marketing efforts. Understanding of Local Marketing and Advertising: Offline and traditional advertising strategies still play a part in our client's marketing plans. You will be responsible for facilitating the placement of print, radio, or television advertising; event marketing; and local business partnerships, backed by an understanding of demographic data that varies from market to market. Resourceful and Confident Self-Starter: Once you learn the ropes, we'll expect you to own your accounts to keep campaigns on track. You will need to take the initiative to make decisions and recommendations, and to follow up with clients to progress projects and maintain successful relationships. You will solve problems every single day, so we need someone with a solutions-oriented mind. Takes Pride In Work: We need someone who takes any project, big or small, and puts everything they have into it. Mistakes are okay. Sloppiness is not. Personality Musts: Our perfect fit is someone who is a problem solver who understands the difference between “yes, and…” and “yes, but…”. You should be a hungry, scrappy personality with a positive attitude and aims to deliver. Working in the client service industry can mean going the extra mile, and we need someone who is always willing to rise to the occasion for our clients and strives to put forward beautiful work that exceeds client expectations. Someone who is detailed and organized, driven and displays vigor and comes ready to play every day. Confidence, self-discipline, and a congenial, curious mind are things we love and admire. Minimum Qualifications: 2+ years of marketing or agency experience A passion for helping clients and small businesses succeed Bonus Points for Applicants With… (if you don't have these but are organized and want to learn, we want to hear from you!) Client success experience in agency setting Digital marketing experience (including but not limited to: Google Analytics, Google Ads, SEO, Social Media Content and Ads Management, experience with website CMS such as WordPress or Webflow) Knowledge of dental industry or dental services

The Client Success Manager is responsible for ensuring that we deliver consistent, quality care to our clients. The Client Success Manager is responsible for maintaining accurate and up-to-date client care plans through consistent re-assessments and reports, monitoring client care to ensure appropriate delivery of care, analyzing and determining when additional or different care may be beneficial and building a strong relationship with the client and his/her support system. This may include physical, emotional and social well-being for our clients, often creating life-enriching opportunities and allowing as much independence as possible to be retained. The Client Success Manager is responsible to ensure we are the provider of choice. This position should partner with community resources and referral partners, always ensuring our reputation of quality care is maintained. The Client Success Manager is also integral to ensuring smooth operations and client satisfaction, supporting long-term retention of cases, and working in partnership with colleagues in the immediate team environment and in the larger community. Essential Duties and Responsibilities: Managing the day-to-day client relationship and delivery of quality care Identifying and focusing on a holistic approach to client care with a focus on quality of life, including recommending new and/or specific avenues to improve client care and experience Utilizing interpersonal relationships and communication skills to build rapport with client and fortify the relationship with the client and clients support system Ensuring that the care team is up-to-date with all relevant information and the care plan is thoroughly documented and routinely updated Collaboration and communication with internal and external customers on a regular proactive basis, including, daily, weekly and/or monthly meetings, as appropriate Consulting with the client regarding their specific needs and preferences, experience and objectives and evaluating potential solutions to client needs Acting as subject matter expert for all quality control and quality assurance matters Understanding each new clients needs by conducting a thorough initial assessment or a review of previously completed assessment Following the Start of Care Process to ensure a quality experience by providing extra support for new client cases to ensure complete client satisfaction Conducting in-person client re-assessments and quality assurance visits that include but are not limited to a view of home safety assessments, the clients daily routines, and the clients preferences and needs. Proactively assessing and reassessing client needs and referring the client to additional services, adjusting services or adjusting caregiving staff Communicating effectively with the interdisciplinary team to ensure an overall quality experience, including the best possible caregiver match, the accuracy of client billing, and long-term care insurance benefit utilization. Managing Caregiver introductions to client and families and recommending additional training for caregivers as care needs evolve Managing escalations and/or complaints from client, caregivers and others and utilizing their judgment and discretion to resolve them Reviewing and adjusting the client rates as the care progresses with consideration of changing care needs; quality service, service issues and overall client satisfaction Ensuring compliance with all state regulations and implementing the operating model and following all company guidelines Recommending and/or implementing policy and/procedures to address specific or a group of clients Looking for cross-referral opportunities and other means of increasing business from new and existing clients Supporting on-call and after-hours support as needed Additional duties as assigned Required Skills, Education and Certifications: Bachelor's Degree in Human or Health Services or related profession from an accredited university preferred 3 years experience in health care, elder care, social work or related industry preferred Licensure as an RN/LVN/MFT may be substituted for some portion of previous experience Excellent customer service and conflict resolution skills Computer proficiency and ability to document accurate and timely notes in systems related to client visits Current drivers license and proof of insurance Benefits for full-time employees Medical/Dental/Vision Insurance TouchCare VirtualCare Life Insurance Health Savings Account Flexible Spending Account 401(k) Matching Employee Assistance Program PTO Plan for Non-Exempt Employees Flexible PTO Plan for Exempt Employees Holidays and Floating Holidays Pet Insurance

Job DescriptionDescription: Raken is a cloud-based, mobile, collaboration platform for the construction industry - we empower the people who build the world! Our goal is to transform the way the world builds by introducing technology to a 7,000 year old industry. To achieve this, we aim to attract unique, passionate people to the cause. We believe that faster, better reporting will improve the working lives of nearly 10% of the US labor force-the percentage of people currently working in construction. Helping turn the worst part of their day into the easiest (and fastest) is why we do what we do! We work with Commercial, Residential, and Specialty Contractors of all shapes and sizes; including many of the largest construction companies in the world. We are looking for a Customer Onboarding Manager to join our startup that has the #1 app in one of the largest industries in the world. Customer Onboarding Managers at Raken are pivotal to the long term success of our clients, leading them through the most critical phase of the customer journey. You will partner with construction companies to ensure that they successfully learn and adopt Raken throughout their business, driving measurable results and setting the foundation for long term success. This role requires a strong blend of technical proficiency and client facing communication skills. You will serve as a trusted partner to our clients, helping them quickly unlock the full value of our platform. This role will work with clients of varied technical backgrounds, requiring excellent problem solving and relationship building skills. This is a hybrid role. We are seeking candidates located near Carlsbad, CA, who can come into the office 1-2 times per week. Why Join Raken? Raken is a fast-growing SaaS company based in Carlsbad, California, serving thousands of customers worldwide. We have received numerous awards, including recognition on Forbes' America's Best Startup Employers, the Inc. 5000 List of Fastest Growing U.S. Companies, and Top Workplaces in California. We have continued to be recognized as a proud winner of the Best and Brightest Companies to Work For awards in both Southern California and the Nation since 2021. Raken is consistently rated a High Performer for construction management solutions on leading review platforms such as G2, Capterra, and Software Advice, and we are recognized by G2 year after year. Our culture is a top priority. We have a hardworking team that strives to make a meaningful impact and enjoys having fun along the way. Our core values guide everything we do: Take Ownership, Keep Evolving, Stay Balanced, Elevate Others, and Let's Go! If you are a driven individual who wants to make an impact at a company that truly values its culture, employees, and customers, Raken is the place for you. If you are a driven individual who wants to make an impact at a company that truly values its culture, employees, and customers, Raken is the place for you. Role Responsibilities: Manage the end-to-end onboarding process for Raken customers, from kick-off call to full adoption Deliver tailored training sessions to help clients configure and implement Raken based on their unique business needs Be a technical resource, helping customers connect third party integrations and maximize their reporting capabilities with Raken Guide customers to quick wins that showcase the platform's value and increase adoption Be proactive and ensure customers establish strong usage habits over their first 90 days with Raken, driving retention and satisfaction Partner with Raken's Account Management team to deliver ongoing training sessions to clients who have recently purchased new products or added new team members Identify at-risk clients early and deliver solutions to mitigate churn risks Be your customer's champion, collaborating with Sales, Product and Customer Success teams to share feedback and ensure customer needs are heard Requirements: Skills, Qualifications and Attributes: 2-3 years in SaaS onboarding, implementation or customer facing roles. Demonstrated experience developing Excel macro files to streamline repetitive tasks Strong written and verbal communication skills, comfortable making proactive phone calls and leading client facing meetings Strong presentation and training skills, as well as ability to master technical workflows Highly organized and able to manage multiple onboarding projects simultaneously A strong desire to execute, drive impact and deliver measurable results Have a positive attitude, be a self starter and above all, a great teammate Ideal Qualifications: Spanish fluency is a bonus Benefits: Medical, dental and vision with generous employer contribution HSA/FSA Life/LTD Generous PTO 12 Paid Holidays 401k + Match Continuing education Free on-site gym Monthly Social Events Excellent company culture Modern office with Ocean view and amenities Diversity and Inclusion We are committed to cultivating and preserving a culture of inclusion and connectedness. We are able to grow and learn better together with a diverse team of employees. The collective sum of the individual differences, life experiences, knowledge, innovation, self-expression, and talent that our employees invest in their work represents not only part of our culture but is a key contributor to our success. We welcome the unique contributions that you can bring in terms of education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, color, religion, disability, sexual orientation and beliefs. Want to learn more about us? Visit: ***********************

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

Job DescriptionDescription: About Us Care Solace is a fast-growing tech company on a mission to connect individuals and organizations with mental healthcare, social service resources, and providers in their communities. We are mission-driven, agile, and passionate about solving real-world problems with innovative solutions. Job Purpose We are looking for a Senior Client Success Manager to lead the full post-sale lifecycle for a portfolio of high-impact K-12 districts-from onboarding through renewal. You'll build trusted relationships with district leaders, especially in student services and counseling, and serve as a strategic partner in driving adoption, engagement, and measurable outcomes. You'll work cross-functionally to deliver value, influence product direction, and ensure account growth and retention. This role is ideal for a deeply experienced CSM or district-facing consultant who excels at shaping outcomes at scale. Key Responsibilities Strategic Client Management Own the full client relationship post-sale, including onboarding, virtual and in-person training, adoption, and renewal Serve as a trusted advisor to officials in complex school districts, including superintendents, directors of student services, and counselors Lead strategic planning, outcome reviews, and engagement milestones with client leadership Advocate for client needs internally, partnering with Product, Sales, and Support to remove barriers and maximize value Outcome Ownership Develop and execute success plans aligned with district goals and academic calendars Monitor usage and client health to proactively manage risk and drive retention Lead renewal and expansion strategies for your accounts Maintain a +95% renewal rate Cross-Functional Collaboration Translate client feedback into actionable insights for internal teams Support pre-renewal planning and post-implementation improvements Represent customer voice in roadmap discussions, feature launches, and impact reporting Contribute to scalable processes, playbooks, and internal enablement Requirements: Required Qualifications 5+ years in client success, account management, consulting, or implementation Demonstrated success owning strategic K-12 district relationships, particularly with superintendents, directors of student services, and counseling leaders Strong understanding of K-12 systems, funding cycles, and decision-making structures Proven ability to influence both frontline staff and senior leadership Highly organized, self-motivated, and effective in managing multiple priorities Excellent communication and presentation skills Preferred Qualifications Experience working in edtech or supporting education-focused SaaS platforms Familiarity with FERPA, HIPAA, or K-12 compliance standards Bachelor's degree required Eagerness to travel to visit clients This is a remote role serving customers on the East Coast. Candidates must be authorized to work in the U.S. and available to work core hours in Eastern Time (ET).

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.

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