Client Partner
Customer success manager job in San Diego, CA
Job Title: Client Partner
Employment Type:-Fulltime
We are looking for an experienced Client Partner with a strong track record in both new client acquisition (hunting) and account growth/retention (farming), specifically with financial services and fintech clients. You will drive revenue growth, build strategic client relationships, and ensure exceptional service delivery.
Key Responsibilities
Source and close new financial/fintech client opportunities.
Manage and grow existing client accounts through upselling, cross-selling, and value add.
Build trusted relationships with senior client stakeholders.
Collaborate with internal teams to deliver solutions and resolve issues.
Maintain accurate forecasting and CRM records.
Qualifications
5+ years in client management, sales, or business development with financial services/fintech focus.
Proven success in both hunting and farming roles.
Excellent communication, negotiation, and relationship-building skills.
Outside Sales Account Manager
Customer success manager job in San Diego, CA
Immediate Opening - Outside Account Manager
(San Diego County)
Earnings: $90,000 - $140,000
Are you a networking expert who enjoys meeting new people and forming lasting relationships? Do you thrive on being out in the field, creating connections, and having direct control over your income and success? If you're ready to make a real impact in the real estate industry, we want YOU on our team!
What You'll Be Doing
Your car is your office (Monday through Friday, 8:00 AM - 5:00 PM), and no two days are the same. You'll represent HomeGuard by being the face of our brand at association meetings, networking events, and real estate offices throughout Orange County.
Build relationships with real estate professionals.
Promote our top-tier inspection and disclosure services.
Drive sales and grow your territory through consistent follow-up and office visits.
Manage a busy schedule of appointments, follow-ups, and inspection orders, a master multitasker who meets and exceeds sales goals, while maintaining client needs
Collaborate with a strong support team using a proven sales strategy.
Stay organized while handling multiple priorities like a pro.
Who We're Looking For
✅ Outgoing, driven, and not afraid to ask for the sale
✅ A self-starter who loves being on the road and owning their territory
✅ A natural communicator and confident presenter
✅ Experience in real estate (a huge plus!)
✅ Bilingual? Even better!
✅ Social media savvy - ready to record, post, and brand yourself daily
✅ Must have a valid CA driver's license and a reliable vehicle
Perks & Benefits
Company-issued iPad & iPhone
Car allowance + mileage & expense reimbursements
Medical, Dental & Vision coverage
Growth opportunities with a reputable, expanding company
Account Manager
Customer success manager job in Vista, CA
As an Inside Account Manager at PRG Golf, you will manage customer accounts from start to finish, using our bespoke PRG System to monitor orders and ensure a seamless sales process. You will be responsible for maintaining existing client relationships, managing incoming orders, and supporting the outside sales team. Additionally, you'll actively reach out to potential clients through proactive outbound sales calls to expand our customer base and increase sales opportunities. This is a great opportunity to blend your passion for golf with your sales expertise in a growing, dynamic environment.
Key Responsibilities:
Account Management: Act as the primary point of contact for assigned customer accounts, ensuring their needs are met and relationships are nurtured. Maintain regular communication to foster customer loyalty.
Order Monitoring & Management: Use the bespoke PRG System to track and manage orders from initiation to fulfilment. Ensure orders are processed accurately and efficiently, providing clients with real-time updates on order status and delivery.
Proactive Sales Outreach: Conduct outbound sales calls to potential and existing clients to generate new business, follow up on leads, and promote new products or services. Actively look for opportunities to expand sales within existing accounts.
Sales Team Collaboration: Partner closely with the outside sales team to provide support throughout the sales cycle. Help qualify leads, assist in preparing proposals, and ensure smooth communication between inside and outside teams.
Customer Service Excellence: Provide exceptional customer service by addressing inquiries, troubleshooting issues, and offering tailored solutions. Ensure customers have a seamless experience from order to delivery.
CRM & System Usage: Utilize the PRG System and CRM tools to maintain accurate customer records, track interactions, manage sales activities, and provide real-time reporting on account status and sales performance.
Product Knowledge: Stay up to date on all PRG Golf products, services, and industry trends to provide expert recommendations to both customers and the sales team. Share product insights to help inform sales strategies.
Collaboration & Reporting: Work cross-functionally with marketing, logistics, and product teams to ensure orders are fulfilled correctly and clients are satisfied. Provide regular reports to leadership on sales performance, order status, and any emerging sales opportunities.
Qualifications:
2+ years of experience in inside sales, account management, or sales support, ideally in the golf or sports accessory industry.
Strong communication and interpersonal skills, with the ability to build rapport and work collaboratively with both internal teams and external clients.
Experience with CRM software (Salesforce, HubSpot, etc.) and comfortable using proprietary systems like the PRG System to track orders and sales activities.
A passion for golf and a basic understanding of golf accessories is a plus.
Proven experience in proactive sales, including outbound calling and lead generation.
Highly organized with the ability to manage multiple tasks, prioritize effectively, and meet deadlines.
Self-starter with a proactive mindset and strong problem-solving skills.
About PRG
PRG is one of the world's leading suppliers of innovative, high-quality bespoke golf accessories. With their own production facilities, PRG prides itself on creating industry-leading products for the world's best courses, resorts, brands and events.
B2B Territory Sales/Account Manager (Individual Contributor)
Customer success manager job in Poway, CA
Direct Hire San Diego, CA The Territory Sales Manager is an individual contributor and responsible for new business development and improving customer and potential customer relationships. This position is B2B outside sales; duties shall be away from the office to solicit to clients.
Requirements -
At least 5 years of recent experience in a B2B Sales role - 50% new business development, 50% Account Management
Experience with outside sales, travelling to existing clients and meeting with prospect clients to grow the business
Experience working with a CRM
Experience being held to KPIs and being held accountable to sales goals
Experience selling tangible items and comes from an industry like: Manufacturing
, Industrial, HVAC, etc.
Estimated Min Rate: $57400.00
Estimated Max Rate: $98000.00
What's In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh's network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh's extensive talent community that will provide you with access to Yoh's vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
Health Savings Account (HSA) (for employees working 20+ hours per week)
Life & Disability Insurance (for employees working 20+ hours per week)
MetLife Voluntary Benefits
Employee Assistance Program (EAP)
401K Retirement Savings Plan
Direct Deposit & weekly epayroll
Referral Bonus Programs
Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit ************************************************ to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh's hiring clients' preferences. To learn more about Yoh's privacy practices, please see our Candidate Privacy Notice: **********************************
Specialty House Accounts Manager
Customer success manager job in Santee, CA
Scentco is located in San Diego, California. We've been creating award-winning, innovative, and fun consumer products since 2003. We specialize in toys, stationery, and educational products, many of which are scented, designed to evoke childhood memories, and bring joy to customers worldwide. We're dedicated to making people laugh and smile wherever they are. With a strong reputation in the industry, we continue to inspire creativity and fun for all ages.
Role Description
This is a full-time in-office or remote role for a Specialty House Accounts Manager. The primary responsibility of the Specialty House Accounts Manager is to identify, develop, and manage business relationships with specialty retailers in the US. The role includes developing and executing sales strategies, meeting sales targets, opening new house accounts, conducting market research, and managing account negotiations. The candidate will collaborate with cross-functional teams to drive sales growth, ensure customer satisfaction, and represent Scentco's brand values effectively.
Qualifications
Proven expertise in Sales Strategy, Business Development, and Account Management
Strong skills in Negotiation, Market Research, and Customer Relationship Management
Excellent Communication and Presentation skills
Experience in product promotion and the specialty retail market
Ability to work independently, manage time effectively, and meet sales goals
Proficiency in CRM software and basic knowledge of sales analytics
Bachelor's degree in Business, Marketing, or a relevant field is preferred
Knowledge or experience in the toy, stationery, or educational products industry is a plus
Compensation and Benefits
$70,000 annual salary
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Account Manager
Customer success manager job in San Diego, CA
The Account Manager is responsible for managing customer relationships, estimating projects, and overseeing the successful execution of assigned projects. This role is critical in driving revenue growth, providing excellent customer service, and building strong networks within the market. The Account Manager will handle "Come Do" or service work as well as project work, ensure customer satisfaction, and achieve annual revenue goals.
Duties and Responsibilities:
Estimate and prepare proposals for assigned projects.
Communicate known project hazards, risk
Oversee the management of projects, ensuring they are completed incident free, on time, within budget, and to client specifications.
Handle service or "Come Do" work as required, responding promptly to customer needs.
Annual sales volume goal for Account Manager will be $3M - $5M+.
Develop and maintain strong relationships with clients, acting as the primary point of contact for assigned accounts.
Ensure high levels of customer satisfaction by addressing inquiries and resolving issues efficiently.
Provide consistent follow-up and communication with clients throughout the project lifecycle.
Identify new business opportunities within the assigned market and maintain a robust pipeline of potential projects.
Foster and develop partnerships that lead to revenue growth and increased market share for Penhall Company.
Work closely with the Branch Manager, sales team, and other departments to align project goals with overall company objectives.
Communicate project progress, potential issues, and client feedback to relevant stakeholders.
Collaborate with internal teams to ensure projects are completed efficiently and to the client's satisfaction.
Achieve annual revenue targets by successfully managing project delivery and cultivating client relationships.
Track and report on performance metrics, identifying areas for improvement and adjusting strategies to meet goals.
Build a network of industry contacts and maintain relationships with key stakeholders to enhance business opportunities.
Participate in community and industry events to increase brand awareness and establish Penhall Company as a trusted service provider.
Perform additional duties as assigned by the Branch Manager or other leadership.
Required Skills and Abilities:
Strong project management and organizational skills.
Excellent interpersonal and relationship management abilities.
Proficient verbal and written communication skills.
Strong customer service orientation, with the ability to address client needs effectively.
Ability to prioritize tasks and adapt to changing project demands.
Working knowledge of OSHA Construction Safety Standards.
Proficiency in Microsoft Office Suite and other related software.
Essential Core Competencies:
Relationship Management: Proven ability to develop and maintain strong, long-term relationships with clients.
Collaboration: Strong team player with the ability to work across departments to achieve common goals.
Communication: Clear and effective verbal and written communication skills.
Customer Focus: Commitment to understanding and meeting customer needs.
Builds Networks: Actively develops networks of professional contacts to drive business success.
Being Resilient: Ability to remain positive and motivated in the face of challenges.
Situational Adaptability: Ability to adjust approach and behavior to fit the dynamic needs of projects, clients, and the organization.
Ensures Accountability: Holding oneself and others accountable to meet commitments.
Drives Results: Consistently achieving results, even under challenging circumstances.
Education and Experience:
Associate's degree or equivalent industry experience required; Bachelor's degree preferred.
At least 3-5 years of experience in project management, estimating, or sales within the construction or related industry preferred.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Ability to walk job sites as needed.
May be required to travel to job sites or other locations as necessary.
Legal Disclaimer:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Penhall Company is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, compensation inquiries, discussions or disclosures, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. (41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a))
This job description is intended to describe the general nature and level of work being performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required. Penhall Company reserves the right to modify, add, or remove duties and to assign other responsibilities as necessary.
Manager, Customer Success
Customer success manager job in San Diego, CA
CyberArk (NASDAQ: CYBR), is the global leader in Identity Security. Centered on privileged access management, CyberArk provides the most comprehensive security offering for any identity - human or machine - across business applications, distributed workforces, hybrid cloud workloads and throughout the DevOps lifecycle. The world's leading organizations trust CyberArk to help secure their most critical assets. To learn more about CyberArk, visit our CyberArk blogs or follow us on X, LinkedIn or Facebook.
Job Description
The Manager, Customer Success plays a pivotal role in leading a high performing team of Customer Success Managers who partner closely with CISOs, IT Security Executives and other senior stakeholders across complex enterprise environments. Your team will be working with CyberArk's most valuable enterprise customers. In this leadership role, you will drive strategic customer engagement initiatives, mentor and grow a high-performing team and serve as a critical cross-functional link between our customers and internal teams. Your strategic oversight will drive retention, customer satisfaction and revenue expansion across our largest, most complex accounts.
What You Will Do:
Lead and Develop a High-Performing Team: Manage, mentor and coach a team of Customer Success Managers, fostering professional growth and ensuring performance excellence leading to high customer engagement and long-term retention.
Own Strategic Customer Outcomes: Oversee onboarding, adoption and health of key accounts with a focus on long-term value realization and customer satisfaction to ensure value realization across your team's portfolio.
Establish Executive Relationships: Engage with senior customer stakeholders and executives to promote strategic partnerships, positioning CyberArk as a trusted advisor.
Operational Excellence: Measure team effectiveness using customer health metrics and KPIs; proactively address risks and work with cross functional teams to remove roadblocks ensuring successful outcomes.
Cross-Functional Collaboration: Partner with Sales, Renewals, Product Management, Support and Services teams to align on customer goals, provide feedback loops and drive continuous improvement.
Customer Advocacy and Voice: Champion the voice of the customer with the appropriate internal stakeholders to influence CyberArk's product roadmap, support services and go-to-market strategies.
Tool and Process Optimization: Use data and tools (e.g., Gainsight, Tableau) to make informed strategic decisions, drive team effectiveness and track customer KPIs.
#LI-CT1
Qualifications
7+ years of experience in Customer Success, Technical Account Management or related customer-facing roles, including 2+ years managing high-performing customer-facing teams.
Proven experience supporting large global enterprise accounts, with demonstrated success driving complex, multi-stakeholder relationships in a cybersecurity, SaaS or enterprise software environment.
Strong knowledge of cybersecurity, identity and access management or enterprise SaaS/software platforms.
Proven track record of driving customer value, adoption and retention in large, complex enterprise environments.
Ability to navigate and influence executive-level conversations within highly regulated or mission-critical industries (e.g., financial services, healthcare, public sector).
Excellent communication and presentation skills with a passion for simplifying complex concepts for a range of audiences.
Expertise with Customer Success platforms (e.g., Gainsight), CRM tools and data-driven decision-making.
Bachelor's degree in a related field; technical certifications and advanced degrees are a plus.
Additional Information
CyberArk is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
We are unable to sponsor or take over sponsorship of employment Visa at this time.
The salary range for this position is $126,000 - $175,000/year, plus commissions or discretionary bonus, which will be based on the employee's performance. Base pay may also vary considerably depending on job-related knowledge, skills, and experience. The compensation package includes a wide range of medical, dental, vision, financial, and other benefits.
Customer Success Manager
Customer success manager job in San Bernardino, CA
Welcome to BeBetter Shop - Your Premier Blockchain Advertising and Crypto PR Agency. Specializing in propelling partners in the blockchain niche to the forefront, including SaaS and Tech companies, our goal is to secure a top position within just 1 to 6 months. As a leading crypto PR agency, we boost positive reviews and mentions across platforms like Trustpilot, Sitejabber, TrustedReviews, ScamAdviser, and many more, transforming trust scores and ensuring dominance on popular search engines.
We help companies grow their positive reputation on popular business reviews' platforms, also on Reddit, Quora, and YouTube.
Our company is headquartered in sunny California, but our team works remotely around the world.
Job Description
Customer Success Manager is the bridge between sales and customer success. You'll provide support for transitioning prospects into active users, often acting as a go-between with other departments within the company, such as marketing or product management.
You will be a strategic and supportive partner for our customers at every stage of the buying process. You'll be focused on building loyalty to ensure long-term client retention by presenting product information, addressing customer issues and helping the sales team with upsells and renewals.
You have a thirst for knowledge, the ability to learn quickly and easily grasp new software applications.
You should also be able to communicate clearly with customers to create strategies that grow our customer base.
As a Customer Success Manager, you are the point of contact for customers who are looking to buy products and services, and they are the primary contact for customers throughout the lifespan of the account. Customer Success Managers also work closely with Sales Representatives to close deals and identify upsell opportunities with their customers.
You will also manage the team of our sales managers.
We offer:
You get 4000 USDT monthly and bonuses for sales such as:
50% of sales you generate goes back to you.
20% of sales your team generate goes back to you.
200 USDT your weekly bonus if you generate sales over 3000 USDT total a week.
200 USDT your weekly bonus if your team generate over 15000 USDT total a week.
1000 USDT monthly bonus if you're the Top Success Manager of a month.
Career growth opportunities
Paid internet
Free pizza
Paid gym
Free education courses
Qualifications
Proven Experience in Sales and Customer Success role, more than 3 years.
Tech-savvy
Strong business ethics and B2B communication skills.
Experience managing the team - more than 3 years.
Understanding of crypto
Understanding of digital world in general
Understanding of what the Anti-Fraud is
Additional Information
Our commitment is that every applicant will be evaluated according to their skills, regardless of age, socio-economic status, gender identity, race, ethnicity, sexual orientation, disability status or religion.
Customer Success Manager
Customer success manager job in Fontana, CA
The Company:
Metroll is a global manufacturer of metal building materials. Through the hard work and commitment of our employees, we have grown into a successful company with over 40 manufacturing plants across the globe. Metroll is committed to aggressively growing our presence in the Western United States.
The Opportunity:
Have fun! Hustle! Make it happen! Join the Metroll Sales team today!
The Customer Success Manager is responsible for monitoring and maximizing the customer experience by providing a high-touch, consultative approach to customer service. This includes delivering personalized account management, ensuring that customers are aware of all the features and benefits of the company's products, and assisting in problem resolution. The Customer Success Manager will also educate customers on how to get the most out of their account.
The Responsibilities:
Develop a deep understanding of product features and benefits
Develop a deep understanding of customer needs and goals
Educate customers on Metroll's product offering
Provide a high-touch, consultative approach to customer service
Lead the customer through the sales cycle- from quotation to production all the way to product delivery
Be an expert on the product and market space to provide suggestions to customers on how to get the most out of our products
Drive customer success through proactive problem resolution, account growth initiatives, and proactive advocacy
Effectively communicate cross-departmentally with other departments to provide excellent customer
The ideal candidate has:
A bachelor's degree in business administration or something similar
Project management experience from conception to completion
Multitasking and time-management abilities
Client-facing and teamwork abilities
Microsoft Office knowledge (Excel, Word, Outlook)
Manager, Customs
Customer success manager job in Corona, CA
We are the leading provider of worldwide smart end-to-end supply chain & logistics, enabling the flow of trade across the globe. Our comprehensive range of products and services covers every link of the integrated supply chain - from maritime and inland terminals to marine services and industrial parks as well as technology-driven customer solutions.
Location: Perris, CA
KEY ACCOUNTABILITIES
* Responsible for trade compliance content and expertise throughout the company, contributes to development and implementation of new tools, processes and business capabilities
* Act to understand customer (internal and external) needs in non-standard and complex situations
* Create and maintain instructions and documents processes in own responsibility area
* Research customs regulations and rulings, determines regulatory or interpretive basis for each classification and communicates with internal clients and external customs brokers
* Determines FTA qualification based on applicable Rules of Origin and helps prepare documentation
* Maintains appropriate documentation to substantiate origin determinations
* Other duties as assigned
QUALIFICATIONS, EXPERIENCE AND SKILLS
* Experience with import/export compliance, including customs regulations and international trade
* Certified Customs Broker and Licensed Attorney
* EAR and ITAR experience
* Licensed Customs Broker, Certified Trade Compliance Specialist and/or Certified Customs Specialist
* Working knowledge of NAFTA and other trade agreements and special customs procedures
Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.
ABOUT DP WORLD
Trade is the lifeblood of the global economy, creating opportunities and improving the quality of life for people around the world. DP World exists to make the world's trade flow better, changing what's possible for the customers and communities we serve globally.
With a dedicated, diverse and professional team of more than 115,000 employees from 160 nationalities, spanning 78 countries on six continents, DP World is pushing trade further and faster towards a seamless supply chain that's fit for the future.
We're rapidly transforming and integrating our businesses -- Ports and Terminals, Marine Services, Logistics and Technology - and uniting our global infrastructure with local expertise to create stronger, more efficient end-to-end supply chain solutions that can change the way the world trades.
What's more, we're reshaping the future by investing in innovation. From intelligent delivery systems to automated warehouse stacking, we're at the cutting edge of disruptive technology, pushing the sector towards better ways to trade, minimizing disruptions from the factory floor to the customer's door.
DP World is on a mission to transcend boundaries and bridge the gap between all nations and cultures - not just in what we do but also in how we behave.
We are dedicated to creating a culture where everyone feels respected, supported, and empowered to reach their full potential. We believe that embracing inclusion and diversity, drives innovation and growth and helps us connect people, businesses, and societies. Free minds and different perspectives are changing our world, and together we can change what's possible.
WE MAKE TRADE FLOW
TO CHANGE WHAT'S POSSIBLE FOR EVERYONE.
DP World is committed to the principles of Equal Employment Opportunity (EEO). We strongly believe that employing a diverse workforce is central to our success and we make recruiting decisions based on your experience and skills. We welcome applications from all members of society irrespective of age, gender, disability, race, religion or belief.
By submitting your resume and application information, you authorize DP World to transmit and store your information in the world-wide recruitment database, and to circulate that information as necessary for the purpose of evaluating your qualifications for this or other job vacancies.
#LI-KJ2 #LI-Hybrid
Customer Success Manager
Customer success manager job in Costa Mesa, CA
Job Description
PIVOT INTERIORS
Our organization includes a strategic team of big thinkers and creatives who truly work interdependently. Whether designing projects for our innovative clients, developing multi-pronged marketing strategies, or delivering a preeminent customer experience, we are constantly finding ways to underscore our promise to partner with our clients to make inspiring spaces that unlock their people's greatest potential. The pace is fast, and the learning is constant…but as part of a team this driven, the possibilities are endless.
Your Role at Pivot
Pivot creates workplace environments to enable people to do their best work and as Customer Success Manager, you will be responsible for the successful outcome of these projects. You will act as the primary point of contact for the customer, guiding final selections and maintaining project schedules, and ensuring the best outcome. You will liaise with your internal project team members to ensure that all deliverables and deadlines are met. You will act as an advocate for the customer, communicating feedback and status updates to the internal team and leadership.
In Addition, You Will
Foster and manage strong relationships with clients.
Execute successful handoff from Business Developer and work with the project team to define the scope for assigned projects, plan required resources, and schedule, and manage project execution and project close-out including punch items.
Confirm project pricing including discounting and margins, leveraging all budget quoting tools and platforms.
Perform special analysis and/or planning (site verification, phasing of product for order entry, request installation quotes, etc.).
Responsible for accurate specifications; fabrics, finishes, and discounting (within margin guidelines), on all final proposals submitted to clients.
Communicate to the project team (internal and external partners) the final schedule (including lead times), scope of services, and project description to ensure clarity and understanding for excellent project execution.
Communicate and sell design, installation, project management, and other services as appropriate.
Execute project management, following standard project management processes and guidelines.
Work with Sales Operations Director to determine when additional Project Management department assistance is needed and scope of additional support.
Represent Pivot Interiors at client project/construction meetings with the contractor, client, and building management parties.
Facilitate changes to the scope of work and obtain approved change orders as needed.
Assess risk with site evaluation, project design, and scope of work, and make appropriate recommendations to mitigate risks.
Ensure that installation work is executed in compliance with the contracted scope of services.
Confer with project personnel to provide technical advice and resolve problems.
Obtain acceptance from client representative upon completion of project.
Ensure swift resolution of punch-list and outstanding items.
Work with accounting department to provide prompt and courteous follow-up and investigation of delinquent accounts as necessary.
Transition newly acquired clients to Account Manager/Day 2 Services as appropriate.
Maintain a current working knowledge of industry trends, market conditions and related products, applications, and design concepts.
Consistently devote time to personal and professional development.
Perform other duties as assigned.
We're Excited About You If You Have
A bachelor's degree (B. A.) from a four-year college or university, architectural or interior design school. Three to five years of related experience and/or training (such as project administration or project management or interior design)
Effective communicator/influence with attention to detail and the ability to manage multiple projects.
Strategic thinker with quality and depth of decision-making.
Performance-driven professional with strong technical skills.
Proficiency with various CRM and Project Management software tools.
Proficiency in Microsoft Office Suite, Word, Excel (good, better, best scenarios), and PowerPoint (Finish approval documents).
Ability to uphold the importance of being customer focused, always acting with customers in mind and dedicated to meeting the customer's expectations, adjusting the strategy as needed.
Ability to build and sustain productive working relationships and networks across verse people and departments.
Proficiency in a variety of Project Management concepts, practices, and procedures.
Ability to rely on experience and judgment to manage competing priorities and independently plan and accomplish goals.
Demonstrated integrity and trust by acting ethically and gaining the trust and respect of others.
Excellent communication, - writes, speaks, and presents information accurately, concisely, and compelling across communication settings and to a variety of audiences.
Must possess a valid driver's license and a good driving record.
Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
Has experience working knowledge with furniture systems and electrical/cabling issues essential. General understanding of building systems and building codes essential.
Previous project-related supervisory experience is required. Demonstrated ability to logistically plan all phases of the project cycle essential.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to read and analyze architectural drawings and blueprints. Ability to write reports, and business correspondence (such as proposals, quotations, and letters), in English. Ability to effectively present information, written and verbal, in English, and respond to questions from groups of managers, clients, vendors, and the public.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages,
area, circumference, and volume. Ability to apply the algebraic and geometric concepts involved in project
design desirable.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
CERTIFICATES, LICENSES, REGISTRATIONS, IMMUNIZATION RECORDS
Healthcare clients may require documentation or other proof of COVID-19 vaccination, including proof of booster (original monovalent booster and/or updated bivalent booster).
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit, concentrate intensely; talk and hear. The employee frequently is required to stand, walk; and use hands to finger, handle, or feel, and operate a computer keyboard, mouse, and telephone keypad. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds with assistance and/or equipment. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here represent those an employee encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts, outside weather conditions, and the risk of electrical shock if working at the client's site. The noise level in the work environment is usually moderate.
*
Equal Opportunity Employer- Minorities/Females/Veterans/Individuals with disabilities/Sexual
Orientation/Gender Identity
.
Technical Customer Success Manager
Customer success manager job in Ontario, CA
About the Company: Netomi is the leading agentic AI platform for enterprise customer experience. We work with the largest global brands like Delta Airlines, MetLife, MGM, United, and others to enable agentic automation at scale across the entire customer journey. Our no-code platform delivers the fastest time to market, lowest total cost of ownership, and simple, scalable management of AI agents for any CX use case. Backed by WndrCo, Y Combinator, and Index Ventures, we help enterprises drive efficiency, lower costs, and deliver higher quality customer experiences.
Want to be part of the AI revolution and transform how the world's largest global brands do business? Join us!
About the Role
We seek intelligent, self-motivated individuals who thrive in fast-paced, dynamic, and often uncertain environments-those who demonstrate a high level of personal responsibility, initiative, and dedication. A strong technical foundation is important, along with a deep curiosity to expand your knowledge in the rapidly evolving AI landscape. You should be passionate about our product, driven to continuously learn, and committed to delivering exceptional value to our growing customer base. As we continue to define and shape an emerging market, we are excited to connect with individuals who are energized by innovation and inspired to contribute to something truly transformative.
Responsibilities: Curiosity, Technical Aptitude, Relationship Building, Project Management
* Client Onboarding & Implementation
* Product Familiarization: Educate customers about the company's AI virtual agents and ensure they understand how to integrate them into their current support systems (e.g., chat, email, voice).
* Customization & Configuration: Work with the client to tailor the virtual agents to their needs, ensuring they align with the client's workflows, tone, and support objectives.
* Deployment Support: Assist with initial setup and deployment, ensuring that the virtual agents are integrated correctly across various communication channels (chat, email, voice).
* Technical Guidance: Provide technical assistance on integrating APIs, configuring conversation flows, training models, and troubleshooting any deployment challenges.
Ongoing Customer Support & Troubleshooting Issue Resolution: Be the first line of contact for troubleshooting issues related to the virtual agents, working to resolve technical problems promptly. Escalation Management: If issues cannot be resolved at the TAM level, escalate them to appropriate internal teams (e.g., engineering, product, or support); manage the escalation process to ensure rapid resolution while keeping the client informed. Proactive Health Checks and System Monitoring: Periodically review the client's environment, identify potential risks, and suggest preventive measures to avoid issues before they arise. Ensure the virtual agents are performing as expected across all channels, reviewing metrics such as accuracy, response time, and user satisfaction, and taking corrective action when needed.
Client Relationship Management Point of Contact: Serve as the primary contact for all technical matters related to the client's use of virtual agents. Client Advocacy: Advocate for the client's needs internally, ensuring the virtual agent solution is evolving according to their business goals and that the product roadmap aligns with their priorities. Customer Retention: Build strong, long-term relationships with clients by ensuring they're continuously satisfied with the service and by offering value-driven, tailored recommendations and solutions.
Product Training, Education, and Knowledge Training Sessions: Lead or coordinate training sessions for client teams, helping them understand how to manage and optimize virtual agents. Knowledge Transfer: Ensure that the client team is self-sufficient in handling the basic functionalities and administrative tasks related to the AI system (such as updating conversational flows, adjusting settings, etc.). Continuous Learning: Stay up to date with AI developments, natural language processing (NLP), and machine learning techniques used in customer support solutions. Competitive Awareness: Keep track of competitor offerings in the market to ensure the company's solutions remain competitive and relevant.
Performance Monitoring & Reporting Analyze AI Effectiveness: Regularly review key performance indicators (KPIs) like response accuracy, customer satisfaction, response times, and conversion rates. Report Generation: Provide clients with insightful reports and data that showcase the performance of their virtual agents to identify trends, areas for improvement, and make actionable recommendations. Optimization: Advise clients on best practices for improving the performance of their virtual agents, such as updating dialogue scripts or improving AI training data.
Collaboration with Internal Global Teams Product Feedback: Gather client feedback regarding the virtual agent's performance and communicate this feedback to the product and engineering teams for continuous improvement. Feature Requests: Act as the customer's champion, gathering insights into new features or improvements that clients may need and advocating for them in product development. Cross-functional Communication: Work closely with product managers, data scientists, and developers to resolve complex client issues and deliver optimal AI solutions. Global Collaboration: Work across multiple time zones to support global customers and teams, ensuring timely responses and proactive engagement; effectively balance flexibility with availability.
Strategic Planning & Account Growth Client Strategy Alignment: Understand the client's business goals and proactively suggest how the AI virtual agents can be leveraged to meet those objectives. Upselling & Cross-selling: Identify opportunities for expanding the use of AI technology within the client's organization, whether that means adding new channels, expanding capabilities, or using advanced features (e.g., analytics, automation). Quarterly Business Reviews (QBRs): Conduct regular, quarterly strategic reviews with clients to discuss performance, roadmap, new features, and opportunities for growth or improvement.
Documentation, Best Practices, and Change Management Create Documentation: Develop and maintain clear technical documentation, including guides, FAQs, and troubleshooting resources, to help clients manage and optimize their virtual agents. Standard Operating Procedures (SOPs): Create and maintain SOPs for common troubleshooting issues and best practices related to virtual agents. Maintain accurate and up-to-date records of client interactions and account activities in our system of record. Feature Rollouts: Coordinate with clients during the release of new product features or updates to ensure a smooth transition, including handling any required updates to existing virtual agent configurations. Client Change Requests: Manage client requests for customizations or changes to their virtual agents, balancing customer needs with technical feasibility.
Requirement
* More than 6+ years of experience in a Technical Customer Success or Technical Account Management role within a B2B, SaaS environment
* Self-assured, self-starter with proven ability to work in a fast-moving startup culture and a willingness to make quick judgments based on continuous prioritization and evolving customer needs
* Relevant consulting and project management experience is required, preferably in the SaaS environment.
* Good sense of curiosity with a genuine desire to learn, think with agility, and apply learnings in new situations
* Stellar written and verbal communication tailored to the persona
* Proven track record in building strong relationships with VP and C-Suite management in the customer portfolio
* Strong sense of technical knowledge, working knowledge of APIs, and managing integrations
* Familiarity with customer relationship management (CRM) software and support platforms (e.g. Zendesk, Salesforce, FreshDesk)
* Must be willing and able to travel up to 20-30% of the time in response to customer needs, with all necessary travel documents maintained and current
* Prior work experience with Chat, Email, Voice AI solutions or Agent Desk solutions is preferred but not required
In order to ensure a fair and equitable recruitment process, Netomi requests that all applicants refrain from using any artificial intelligence language model to generate application responses and/or content. Any application that is found to have been a product of using such tools may be excluded from consideration.
Disclaimer: For all United States-based applicants, please note that Netomi participates in E-Verify for the purpose of work authorization. More information on E-verify can be found here and here.
Netomi is an equal opportunity employer committed to diversity in the workplace. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, disability, veteran status, and other protected characteristics.
Enterprise Customer Success Manager
Customer success manager job in Irvine, CA
The Enterprise Customer Success Manager (CSM) is responsible for onboarding new customers, driving upsell growth, and mitigating churn. The CSM will ensure customer success by delivering value, building processes, and fostering strong relationships. The role includes working as a Subject Matter Expert (SME) for partner integrations and managing a Customer Success Associate (CSA) to achieve team goals.
The Day-to-Day Responsibilities:
Customer Success Leadership
Own the post-sales customer journey, including onboarding, engagement, and growth.
Ensure seamless transitions from sales to implementation, turning new customers into trained and successful users quickly.
Act as the primary point of contact for customers, delivering both good and bad news professionally.
Advocate for the company and the customer, balancing their respective goals and needs.
Team Management
Manage and mentor the assigned CSA, Seth, to ensure team success in onboarding and account management.
Drive team performance in minimizing churn and maximizing upsell opportunities.
Escalate challenges and provide regular updates with the technical team, ensuring alignment and resolution of complex issues.
Process Development and Execution
Build and implement processes around Quarterly Business Reviews (QBRs) and customer onboarding.
Create scalable frameworks for measuring and improving customer success metrics.
Collaborate with Product and Marketing teams to gather feedback and develop case studies.
Revenue and Retention Accountability
Drive upsell growth both directly and through team efforts.
Minimize churn by proactively addressing risks and delivering consistent value.
Contribute to organizational revenue attainment by meeting or exceeding targets.
Collaboration and SME Role
Work cross-functionally with Product, Sales, and Marketing teams to enhance customer experiences and integrations.
Serve as the SME for partner integrations, ensuring smooth and effective collaborations.
Maintain a feedback loop to provide insights into customer needs and opportunities for product improvement.
Ownership of Goals and Priorities
Own your calendar: Focus on high-impact activities and effective time management.
Prioritize tasks that align with goals for customer success, upsells, and churn reduction.
Balance hands-on execution with leadership responsibilities by delegating effectively.
A Little Bit About Us
Zuum is a rapidly growing, tech startup which is transforming the $1.2 trillion logistics industry. We connect enterprise shippers to carriers on an automated platform. To better understand what we are about, please check out our website Zuum Transportation and our Career Page.
Auto-Apply4.1-M Senior Customer Success Manager - Mining
Customer success manager job in Irvine, CA
Field AI is transforming how robots interact with the real world. We are building risk-aware, reliable, and field-ready AI systems that address the most complex challenges in robotics, unlocking the full potential of embodied intelligence. We go beyond typical data-driven approaches or pure transformer-based architectures, and are charting a new course, with already-globally-deployed solutions delivering real-world results and rapidly improving models through real-field applications.
We are seeking a dedicated and proactive Senior Customer Success Manager (Sr. CSM) to serve as the primary point of contact between Field AI and our enterprise clients. In this high-impact role, you'll foster strong, long-term partnerships and ensure that customers achieve measurable outcomes through our cutting-edge robotic solutions.As a Sr. CSM, you will be responsible for managing a portfolio of strategic accounts, deeply understanding client needs, and coordinating with internal teams to deliver timely and effective solutions. You'll handle client inquiries, resolve issues efficiently, and work to ensure customer satisfaction at every touchpoint. Your work will directly influence customer retention, expansion, and overall success.Key to this role is your ability to identify opportunities for growth and upselling, while also optimizing user adoption and proactively protecting against churn. You'll collaborate closely with Engineering, Product, and Sales to advocate for customer priorities and continuously improve the customer experience.What You'll Get To Do
Relationship Building: Develop and maintain strong and long-lasting relationships with clients
Client Needs Management: Understand client requirements, anticipate their needs and ensure their satisfaction
Internal Coordination: Collaborate with various internal teams (Sales, Marketing, Product development, Technology development, etc.) to deliver solutions and meet client expectations
Account Growth: Identify opportunities for account expansion, upsell and cross sell
Communication and Reporting: Effectively communicate with clients, provide regular updates and prepare detailed reports on account performance
Issue resolution: Address client concerns and resolve issues promptly and professionally
What You Have
Bachelor's degree in Business, Engineering or related field
5+ years of experience in customer success, account management or similar customer facing roles
Excellent communication skills, including strong verbal and written skills as well as presentation skills
Sales and negotiation skills, ability to identify sales opportunities and negotiate effectively
Customer service skills provide excellent customer support and build rapport with clients
Problem solving skills, identify and resolve client issues efficiently and effectively
Project management skills, coordinate tasks, manage timelines and ensure timely delivery of solutions
Analytical skills, analyze data, identify trends and make informed decisions.
Technical and Industry Knowledge:
Must have an understanding of Mining Operations: Knowledge of surface and underground mining processes, equipment and value chains (Exploration, Drilling, Hauling)
Familiarity with Mining Equipment and System: Understanding of how customers use heavy machinery, sensors, automation and telemetry systems
Mining software and Digital Tools
Our salary range is generous and we take into consideration an individual's background and experience in determining final salary; base pay offered may vary considerably depending on geographic location, job-related knowledge, skills, and experience.
Why Join Field AI?We are solving one of the world's most complex challenges: deploying robots in unstructured, previously unknown environments. Our Field Foundational Models™ set a new standard in perception, planning, localization, and manipulation, ensuring our approach is explainable and safe for deployment.
You will have the opportunity to work with a world-class team that thrives on creativity, resilience, and bold thinking. With a decade-long track record of deploying solutions in the field, winning DARPA challenge segments, and bringing expertise from organizations like DeepMind, NASA JPL, Boston Dynamics, NVIDIA, Amazon, Tesla Autopilot, Cruise Self-Driving, Zoox, Toyota Research Institute, and SpaceX, we are set to achieve our ambitious goals.
Be Part of the Next Robotics RevolutionTo tackle such ambitious challenges, we need a team as unique as our vision - innovators who go beyond conventional methods and are eager to tackle tough, uncharted questions. We're seeking individuals who challenge the status quo, dive into uncharted territory, and bring interdisciplinary expertise. Our team requires not only top AI talent but also exceptional software developers, engineers, product designers, field deployment experts, and communicators.
We are headquartered in always-sunny Mission Viejo (Irvine adjacent), Southern California and have US based and global teammates.
Join us, shape the future, and be part of a fun, close-knit team on an exciting journey!
We celebrate diversity and are committed to creating an inclusive environment for all employees. Candidates and employees are always evaluated based on merit, qualifications, and performance. We will never discriminate on the basis of race, color, gender, national origin, ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability, or any other legally protected status.
Auto-ApplyCustomer Success Manager
Customer success manager job in Irvine, CA
ETAP empowers customers to make informed decisions throughout the life cycle of their projects with innovative software solutions for electrical systems. By applying ETAP solutions, customers experience continuous intelligence during design and engineering and into operations and maintenance using a unified electrical digital twin platform. ETAP supports customers in their digital transformation and sustainable energy transitions for a green and smart future, helping them to prioritize safety, maximize reliability, and stay resilient.
Our employees' passion for excellence, innovation, and customer satisfaction is our most-prized resource. If you share that passion - and want to be part of a company that leads the energy transition towards a cleaner and more resilient world for future generations - we invite you to join us!
ETAP is committed to creating a diverse work environment and is proud to be an Equal Opportunity Employer.
Job Title: Customer Success Manager - Key Accounts
Location: USA
Employment Type: Full time
The job
Reporting to the Head of Customer Success Management, the Customer Success Manager is responsible for establishing strong relationships with their portfolio of customers, ensuring high levels of customer satisfaction and recognition of ROI, leading to strong renewals and growth opportunities. Throughout our customer journey, we aim to deliver a best-in-class customer experience, and the Customer Success Manager is the steward of this journey.
Her/His mission is to ensure customers achieve success using our solutions.
Key responsibilities
Build relationships with assigned customers, help them with issues, and continually delight them with a positive, customer-centric attitude.
Engage with customers to understand how they work and ensure they are leveraging our solutions effectively.
Understand the motivation, business drivers, strategic goals, and desired business outcomes for his portfolio of large customers.
Craft joint customer success plans that include agreed-upon scope, shared metrics, user engagement, adoption plans, timelines, and communication.
Work closely with Sales, Technical Support, Training, and other Technical teams to ensure a best-in-class customer experience and take care of any customer issues.
Be a customer advocate while capturing customer feedback and reporting requests to Product Management
Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and account growth through increased product adoption and increased usage
Evaluate risk management for each customer and proactively evade dissatisfaction or lost business, and ultimately drive retention throughout the customer life cycle.
Drive the Customer Success playbook for the High Touch Segment.
Facilitate Executive Business Reviews with decision-makers and our executive sponsor, where we celebrate shared successes and make adjustments as necessary.
Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes.
Essential skills and experience
Bachelor / Master: initial training in electrical engineering & training in business/marketing
Minimum 5 years' experience in electrical engineering in a customer-facing role, such as Customer Success, Customer Support, or Sales Management
Knowledge of electrical design software is a plus
Desired skills and experience
With strong empathy and a capacity to build successful customer relationships, the selected profiles will possess great organizational skills, a strong commitment to customer satisfaction, and a proven ability to persuade.
ETAP requires all successful applicants to undergo and pass a comprehensive background check before they start employment. Background checks will be conducted in accordance with local laws and may, subject to those laws, include proof of educational attainment, employment history verification, proof of work authorization, criminal records, identity verification, credit check. Certain positions dealing with sensitive and/or third party personal data may involve additional background check criteria.
ETAP is an Equal Opportunity Employer. We are committed to being an exemplary employer with an inclusive culture, developing a workplace environment where all our employees are treated with dignity and respect. We value diversity and the expertise that people from different backgrounds bring to our business.
Come and join ETAP to create the transformative technology that enables our customers to engineer a better world.
Auto-ApplyCustomer Success Manager
Customer success manager job in Vista, CA
About Crexi
Crexi is reimagining commercial real estate with an AI-powered platform built to deliver smarter, more efficient solutions at every stage of the deal lifecycle. From real-time data and market insights generated by Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction- Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. To date, Crexi has facilitated over $1 trillion in transactions, 8.6 billion square feet leased, and supports a growing community of more than 2 million monthly active users.
Crexi's mission is to catalyze the next generation of commercial real estate through three core pillars: Access, Innovation, and Connection. Crexi's platform democratizes CRE by providing unprecedented access to market insights and opportunities, accelerates CRE dealmaking with purpose-built technology that enhances speed and transparency; and empowers CRE professionals with a centralized platform designed for real-time collaboration and success.
About This Role: Crexi is growing, and we're looking for a relationship-driven, customer-focused CSM who thrives on helping clients succeed while driving meaningful business outcomes. This role is all about deep customer engagement, value reinforcement, retention, and expansion across your portfolio. As a Customer Success Manager, you'll build strong, consultative relationships with clients to ensure they are fully leveraging Crexi and achieving measurable results. You'll be confident leading renewal and expansion conversations, skilled at reading customer needs, and committed to staying responsive and proactive. You'll join a fast-moving, collaborative team where every interaction you have directly contributes to customer satisfaction, long-term retention, and overall revenue growth. What You'll Do
Engage customers consistently and proactively-maintaining high call volume and meaningful touchpoints that reinforce value, deepen relationships, and surface new opportunities.
Drive platform adoption through ongoing education, best-practice sharing, and strategic conversations about how to maximize Crexi's impact on their business.
Lead renewal, retention, and expansion discussions confidently, positioning Crexi as an essential part of the customer's workflow.
Manage customer SLAs to ensure timely, accurate responses and a smooth, reliable experience across every interaction.
Build and maintain strong multi-level relationships with key stakeholders to ensure account health and long-term success.
Identify cross-sell and upsell opportunities by understanding customer goals, challenges, and product usage trends, partnering internally as needed to drive outcomes.
Act as the customer's advocate internally, providing actionable feedback to Product, Sales, Marketing, and leadership.
Serve as a trusted Crexi expert, offering industry insight, product knowledge, and strategic guidance to help customers achieve their goals.
Who You Are
5+ years of Customer Success experience in a SaaS environment, preferably in a high-velocity customer engagement model.
Customer-obsessed, relationship-oriented, and excited by high-touch communication and ongoing customer interaction.
Comfortable leading client consultations regarding renewals, expansion, and value reinforcement
Strong communicator across all channels (phone, email, virtual meetings), with a high sense of urgency and follow‐through.
Thrives in a fast-paced environment and embraces process, consistency, and accountability.
Extremely motivated by growth and retention targets.
Empathetic, curious, and skilled at uncovering customer motivations and challenges.
Highly organized with strong situational awareness and attention to detail.
Bachelor's degree or equivalent experience in a Customer Success role.
Why Crexi?
Rapidly growing startup with a dynamic work environment
Flexible team structure with ability to progress in career
Health, dental and vision insurance
Limitless snacks
Collaborative culture and numerous team activities
The anticipated base salary range for candidates who will work in Playa Vista, California location is $81,000. The final salary offered to a successful candidate will depend on several factors, which may include, but are not limited to, the type and length of experience applicable to the role and within the industry, education, geographic location, etc. Commercial Real Estate Exchange, Inc (“Crexi”) is a multi-state employer, and this salary range may not reflect positions that work in other states.
Crexi is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Crexi will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Auto-ApplyCustomer Success Manager
Customer success manager job in San Diego, CA
About us
At Auctane, we are united by a passion to help businesses deliver - whatever their size, wherever they are, and however they operate. We make it possible for businesses to meet the ever-changing requirements of their industry and customer expectations. Auctane products enable hundreds of thousands of businesses to annually mail and ship billions of items - over $200 billion worth - to recipients around the globe.
The Auctane family of mailing and shipping software products includes ShipStation, Stamps.com, ShipStation API, Metapack, GlobalPost, and Packlink. Our partners include Amazon, UPS, USPS, eBay, BigCommerce, Shopify, WooCommerce, and Walmart.
Our values
Win as One. Delight Customers. Deliver Great Outcomes.
About the role
The primary purpose of the Field Customer Success Manager position is to build and maintain strong relationships with our most strategic customers. Customer Success Managers (CSMs) learn their customer's business goals and help them achieve those goals through the use of Auctane products and services. CSMs look for opportunities to make a customer's account as efficient as possible through workflow consultation and optimization, as well as look for potential areas of monetization. CSMs help their customers understand how to grow their business through more strategic use of Auctane's products.
Responsibilities include maintaining a strong knowledge of ShipStation and E-Commerce, specifically in regard to carrier choice and understanding what services yield the highest return in company monetization. Field CSMs perform these functions while embedded in the market they serve which allows them to meet with their customer face to face as often as needed. Being based in the market they serve better enables them to build strong trust and prevent customer and revenue churn.
This field position is remote and candidates should be based in one of the following Metro areas: San Diego, CA or Phoenix, AZ. Salary Range for applicants is: $124,000 OTE.
Travel Requirements:
Spend 3-4 days per week physically with customers at their shipping locations
Travel to Auctane's home office or other training/meeting locations within the US 2-4 times per year.
Sales Perks:
🌴 Fully Paid Annual International President's Club Trip (Auctane Employee Plus One)
🌐 Exciting and Motivating Annual Global Revenue Kick Off Week at HQ in Austin, TX
💰Competitive Compensation Packages
About the team
The Customer Success department's purpose is to to build and maintain strong relationships with our most strategic and highest revenue producing customers. The team provides customers with exceptional service and technical expertise in shipping, logistics, software and hardware. The department drives retention, increases merchant shipments by saving them time and money, and helps the business to grow profitable revenue by recommending and implementing Auctane products and services.
What will you be doing?
Drive Customer Success Outcomes:
Research and analyzes current accounts for signs of workflow deficiencies and process optimization, potential for increased product adoption, and churn mitigation.
Leverage customer health data, adoption, utilization, & complexity scoring to drive prioritization of field efforts and overall impact into your portfolio.
Utilize knowledge of ShipStation's new and existing features and integrations through release notes, documentation, and training to consult with customers.
Travel to customer locations (3 days / week) to conduct discovery and provide in-person guidance and partnership based on findings from data sources mentioned above.
Use critical thinking to resolve issues and communicate functionality of the application to users.
Identify Customer Growth Opportunities:
Contact and meet with customers on a weekly basis to inform them of potential savings and changes in their account that will benefit their process as well as what they are spending with their carriers, and ideally drive additional monetization to Auctane.
Knowledge of best practices in shipping given the customer's selling vertical.
Knowledge of carriers and the shipping industry of the current day.
Ability to communicate complex carrier information in a way that is consumable to the customer.
Ability to conduct research and discovery in the spirit of spotting cost savings opportunities that reflect potential monetization opportunities to Auctane.
Enhance Customer Experience via Internal Collaboration:
Collaborate with other departments to ensure the customer experience is seamless.
Ability to clearly articulate and define issues and expectations, with all necessary details and through the lens of the voice of the customer.
Partner with Sales to identify existing client growth opportunities within your assigned territory
Collaborate as needed with Support, Technical Escalation, Product, and/or Engineering as needed for critical customer escalations and representing the voice of the customer.
Contribute to Content Marketing efforts to drive brand/product awareness and accelerate customer acquisition by identifying opportunities for customer stories, case studies, and quotes.
What are we looking for?
Four or more (4+) years of account management and/or customer service experience
Proven experience managing SMB customers in a scaled (or pooled) motion.
Has experience leading regular in-person customer visits
Experience with B2B or SaaS software preferred
Optional, but a plus:
Direct experience working at or with shipping carriers (e.g., UPS, USPS, FedEx) and eCommerce (e.g., Amazon, Shopify, Etsy) and/or knowledge of shipping regulations and procedures.
High School Diploma or G.E.D required
Based locally in territory. Field CSMs perform these functions while embedded in the market they serve which allows them to meet with their customer face to face as often as needed. Being based in the market they serve better enables them to build strong trust and prevent customer and revenue churn.
The Tech
Salesforce
Zoom
Zendesk
JIRA
Slack
G Suite
Looker
What do we offer?
🛬Take the reins of your time off with our Flex Time Off policy - because work-life balance should always be in your hands!
🌅 We offer 12 paid holidays for all of our US employees!
💰401k employer matching program - because your future deserves a friendly boost!
⭐️We conduct annual merit reviews to recognize and reward your hard work and achievements.
🏐 Health and Wellness: The well-being of our team is super important to us. Choose from different options that include medical, dental, and vision plans.
🧠Employee Assistance Program. We offer up to 8 free mental health sessions.
💪🏽We offer gym discounts to help you stay fit and healthy!
📚We offer education reimbursement to all employees, ensuring that you can pursue your educational goals while excelling in your career with us. Invest in your future and let us support your growth every step of the way.
🔗 Employee Referral Program! We reward employees helping us find top talent!
💜 An inclusive and upbeat work environment. The personality and opinions of each of our team members are important and valid; we aim to offer all employees a safe environment where they can be themselves and thrive.
🏢 Attractive HQ in the heart of central Austin, Texas.
Additional Position Duties: (The following is a list of what all employees, except those with medical accommodation, may be regularly required to do.)
Sit for prolonged periods of time
Utilize wrist and hands for a prolonged period of time
Walk short distances
Stand for short periods
Speaking and conversing with others
Lift up to 25lbs without assistance up to chest height
Equal Opportunity Employer/Veterans/Disabled
If you are based in California, we encourage you to read this important information about the ShipStation Privacy Policy for California residents linked here.
Auto-ApplyCustomer Support Manager
Customer success manager job in Irvine, CA
About the Organization
SurePrep's software solutions 1040SCAN, SPbinder and TaxCaddy plus onshore and offshore tax preparation outsource services allow accounting firms to increase productivity and profitability while promoting a completely digital tax workflow. SurePrep provides the most automated solutions available to streamline the entire 1040 process for both the CPA and taxpayer.
SurePrep is comprised of a dynamic, inclusive, and outstanding team. We seek out the brightest candidates capable of tackling the ever-evolving tech industry while maintaining a reputation over 20 years. We're looking for hard-working, passionate people to help us reshape the tax and accounting industry. We encourage fresh ideas that will drive us toward our goals.
Position Summary
This is a key role with the primary responsibility for implementing workflow procedures based on direction from the Director of Customer Support. The duties include supervising employees during day-to-day tasks, providing customer support in escalated situations and managing the overall workflow of a workplace.
Roles & Responsibilities
Observing and monitoring practice to assure the quality of support provided
Coaching and developing team members through practical day to day support ‘hands-on' including through induction and probation.
Assist the Director of Customer Support in the management and development of the team.
Assist the Director of Customer Support in the hiring, training, supervision, and appraisal of the Support team members.
Undertake any training and development initiatives identified by the Support Manager.
Contribute to effectiveness of the team.
Required Qualifications
Must have bachelor's degree or higher
Minimum 3 years of management experience using Zendesk
Leadership and organizational abilities
Strong interpersonal and communication skills
Ability to establish and maintain effective working relationships across the company
Ability to manage the team with effective delivery of task assigned.
Must possess the skill, knowledge, and ability essential to the successful performance of assigned duties
Ability to communicate and work seamlessly across team
Strong project management skills, proven ability to design and communicate clear processes, and a detail-oriented yet flexible approach to problem solving.
EEO Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Auto-ApplyCustomer Success Manager I
Customer success manager job in San Diego, CA
The Customer Success Manager I (CSM) is responsible for managing a portfolio of small to medium business accounts. CSM serves as the main point of contact throughout the customer's journey with ESET and contacts customers when necessary- based on reporting insights.
Job description
Collaborating internally to minimize renewal risk and championing customer needs are key aspects of the role. Staying updated on ESET's product offerings and actively driving customer advocacy initiatives are also essential responsibilities. Additionally, if customers express interest in upgrading to a higher tier of product or service, or indicate a desire for early renewal, the CSM's role involves referring them to the Sales Department.
FUNCTIONAL RESPONSIBILITIES AND DUTIES
* Manage a portfolio of small to medium business accounts.
* Serve as the main point of contact throughout the customer's journey with ESET.
* Proactively contact customers based on reporting insights to encourage product adoption and address usage or satisfaction issues.
* Collaborate internally to minimize renewal risk.
* Champion customer needs within the organization.
* Stay updated on ESET's product offerings.
* Actively drive customer advocacy initiatives.
* Refer customers to the Sales Department for potential upgrades or early renewals.
* Carry out other work according to the instructions of a managing employee in accordance with the activity of the department and the company.
MANAGERIAL RESPONSIBILITIES
* Propose and implement improvements of processes and work procedures within the team.
* Cooperate with immediate superior on financial planning and remain continuously updated on spending of funds.
* Share relevant information and support communication within the team and with other organizational units.
* Set clear and realistic goals and expectations towards work performance within prescribed deadlines.
* Manage, plan and delegate work to team members and be responsible for performance of assigned tasks in accordance with established procedures and processes.
* Provide regular feedback and evaluate work performance of direct subordinates (e.g. probation period, definite period, assessment interviews).
* Take timely and efficient measures to ensure high-quality and timely work output of the team and its members.
* Ensure optimum planning of human resources, their substitutability and be responsible for attendance of team members. Cooperate with direct superior on planning for personnel and organizational changes.
* Cooperate on new employee recruitment process.
* In cooperation with the employee prepare their personal development plans and ensure relevant development and educational activities.
* Actively look for and exploit opportunities for own development and education and share experience and professional knowledge with others.
REQUIREMENTS
Education:
* Management/business or other relevant field, master degree
Experience:
* Years of work experience:3
Knowledge:
* Working knowledge of CRM tool (ideally Salesforce)
* Basic Knowledge of Qliksense or Tablo and other reporting tools
* Basic Knowledge of Cybersecurity Industry
* Basic Knowledge of customer success best practices and methodologies is a plus
Language:
* Native/C2 in Local Language, B2 English
Communication:
* Open, Transparent, Empathetic Communication
Managerial skills:
* N/A
Personal characteristics:
* Attention to Detail
* Basics of Project management
* Ability to escalate
* Proactivity
* Active Listening
* Detail Oriented
* Prone to accept feedback
* Skilled in conflict resolution
* Analytical thinking
ESET is a performance driven organization and our total rewards approach to compensation is designed to support this. We consider many factors in determining base compensation, including position scope, job related knowledge, education, skills, experience, and work location. The expected OTE for this position is starting at $80,000. Additional benefits, such as health & wellness, performance bonuses, product discounts, holidays, paid time off, etc., Valued Starting at $33,560, may also be offered in accordance with our plans.
Benefits
Health & well-being
* Cigna Medical Plan
* Cigna Dental Plan
* EyeMed Vision Plan
* Reliance Standard Life Insurance
* Reliance Standard Long Term Disability Plan
* HealthJoy Employee Assistance Program
* Cigna Supplemental Insurance
* Lifestyle Spending Account
* Bi-Weekly Mediation Series
* On-site Gym and shower facilities
Family
* Volunteer Day off
* Paid Time off
* Tuition Reimbursement
* Birthing Parent Match
* Pet Insurance
Office
* Recreational Zone
* Coffee & Snacks
* Parking Benefit
Other
* Benefit Hub - Discounts on travel, cars, electronics, etc…
* 401(k) retirement savings
* ESET's Charitable Contributions Program
* Referral Program
Primary location
San Diego
Additional locations
Time type
Full time
Auto-ApplyClient Service Account Manager - Healthcare Payments - Vice President
Customer success manager job in Irvine, CA
If you are passionate about healthcare technology, supporting the needs of your customers, and have a strong desire to be a client-facing strategic account leader, we would love to speak with you about joining our team.
As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship Management team. You will be responsible for managing and growing relationships with some of the largest and most prestigious healthcare customers. In this position you will have the opportunity to directly impact revenue retention and revenue growth. You are a self-motivated, proactive, results-oriented candidate who wants to excel and learn in an open, professional, and team-oriented environment.
Job Responsibilities
Manage large, high profile health systems, ensuring the health and satisfaction of customer relationships.
Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. Serve as the Customer's primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction.
Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction.
Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client leads and executives/C-suite.
Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations.
Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm.
Promotes adoption of InstaMed's solutions across your territory by identifying or promoting opportunities where InstaMed can offer value.
Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner.
Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer.
Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth.
Demonstrate a thorough understanding of InstaMed solutions, products and processes. Demonstrate a thorough understanding of customers EHR systems, and how InstaMed supports and integrates with systems
Required qualifications, capabilities, and skills
5 + years of proven success in a revenue-generating role
5 + years of experience within healthcare, health-tech, and merchant services
Excellent people skills and ability to build relationships with customers.
Sound judgment in setting customer expectations and managing sensitive customer situations.
Excellent organizational skills in daily task management and follow-ups.
Influence without direct authority
Displays strong analytical and problem-solving skills.
Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items.
Travel 25%
Preferred qualifications, capabilities, and skills
Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience.
Bachelor's degree or higher
Prior work experience in healthcare payment processing
Demonstrates knowledge of healthcare patient accounting systems / practice management systems
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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