Manager, Client Relationship Support- Gaithersburg, MD
Customer success manager job in Gaithersburg, MD
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth.
What you have
Required qualifications
Bachelor's degree or equivalent work-related experience
Active and valid FINRA Series 7, 9/10 and 63 licenses
3+ years' experience with customer service
3-5 years in a security/financial services capacity
Preferred qualifications
Notary
2+ years' experience in a management/supervisory capacity
Outstanding written and oral communication skills Previous experience in a direct client-facing role
Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts
Demonstrated experience handling client concerns and issues with tact and diplomacy
Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
U.S. Sales Manager Quatro Apparel Inc
Customer success manager job in York, PA
Are you a driven, relationship-focused sales professional with a passion for gymnastics and athletic apparel? Quatro, one of the fastest-growing performance leotard brands in the world, is expanding its footprint in the United States and looking for a results-oriented US Sales Manager to accelerate our growth.
The U.S. Sales Manager will lead Quatro's commercial growth in the United States, driving sales strategy, managing the internal and external sales teams, and expanding the company's presence through events and partnerships. This role is pivotal in achieving Quatro's revenue and ROI goals while strengthening customer relationships and market share in the gymnastics and cheer sectors.
Key Responsibilities
Sales Leadership & Management
Lead, motivate, and manage both internal and external sales teams to achieve sales targets and business growth objectives.
Oversee performance of all sales personnel, ensuring alignment with company goals and brand values.
Line-manage the Office Manager to ensure smooth daily operations and efficient administrative support for the sales function.
Onboard and train one new internal sales team member within the first six months.
Recruit and develop additional independent sales representatives to increase market reach and coverage.
Growth & Business Development
Deliver on growth and ROI targets set for the U.S. market.
Identify and develop opportunities for expansion in key regions, customer segments, and product lines.
Strengthen relationships with existing clients and drive new business through proactive prospecting and networking.
Lead the strategic planning and execution of events and pop-up retail opportunities across the U.S. to enhance brand presence and sales performance.
Strategic & Operational Excellence
Develop and execute a U.S. sales strategy in collaboration with the Global Sales Director and Marketing team.
Monitor sales performance and pipeline management, providing regular reports and insights to senior management.
Analyze market trends, competitor activity, and customer feedback to inform strategy and product positioning.
Ensure consistent representation of Quatro's brand and customer experience across all sales channels.
Key Performance Indicators (KPIs)
Achievement of annual revenue and ROI targets.
Successful onboarding of internal sales staff within six months.
Expansion of independent sales representative network.
Growth in U.S. event participation and revenue contribution.
Improved customer satisfaction and retention metrics.
Experience & Qualifications
Minimum 5 years' experience in sales management, preferably within sportswear, gymnastics, or a related retail industry.
Proven track record of meeting and exceeding sales and growth targets.
Strong leadership, coaching, and team management skills.
Excellent communication, negotiation, and interpersonal skills.
Experience in event sales, retail operations, or partnership development is a plus.
Attributes
Entrepreneurial mindset with a drive for results.
Strategic thinker with hands-on execution capability.
Strong organizational and analytical skills.
Collaborative team player with the ability to inspire and lead.
Passionate about gymnastics, cheer, or athletic performance industries.
Senior Customer Success Manager, Public Sector
Customer success manager job in Washington, DC
About Us Diligent is the AI leader in governance, risk and compliance (GRC) SaaS solutions, helping more than 1 million users and 700,000 board members to clarify risk and elevate governance. The Diligent One Platform gives practitioners, the C-Suite and the board a consolidated view of their entire GRC practice so they can more effectively manage risk, build greater resilience and make better decisions, faster.
At Diligent, we're building the future with people who think boldly and move fast. Whether you're designing systems that leverage large language models or part of a team reimaging workflows with AI, you'll help us unlock entirely new ways of working and thinking. Curiosity is in our DNA, we look for individuals willing to ask the big questions and experiment fearlessly - those who embrace change not as a challenge, but as an opportunity. The future belongs to those who keep learning, and we are building it together. At Diligent, you're not just building the future - you're an agent of positive change, joining a global community on a mission to make an impact.
Learn more at diligent.com or follow us on LinkedIn and Facebook
Position Overview
The Senior Customer Success Manager, Public Sector is a highly motivated and commercial minded individual that coordinates successful end-to-end customer lifecycle management to ensure long-term satisfaction, accelerated net retention, NPS, product usage and referrals. The Senior Customer Success Manager is a naturally collaborative individual who thrives in a customer focused environment and has had proven success in partnering directly with leaders of large multi-national companies in solving their governance challenges using our product offerings. This will be Senior Customer Success Manager role that specifically engages with Public Sector agencies, accounts and partners.
Key Responsibilities
* Seamless project management through all phases of the customer relationship, including managing the users of Diligent's applications; the Board Directors and Corporate Executives.
* Remain in constant contact with the customer to evaluate satisfaction and proactively identify upcoming needs, including identifying expansion of use of Diligent's products and services to then be passed to the Expansion Sales team.
* Provide excellent customer experience for all accounts by anticipating and resolving customer issues and maintaining customer accounts/systems in a manner that exceeds customer expectations.
* Coordinate with technical personnel as needed to meet customer needs, while managing customer expectations to prevent overload or missed deadlines.
* Provide customer feedback on solutions in order to assist in continuous improvement of the Diligent products.
* Ability to successfully manage multiple clients and products in an organized and meticulous manner.
* Act as liaison between multiple internal teams (services, sales operations, marketing, and sales).
Required Experience/Skills
* 5-7 years of Customer Success, Account Management or Post-Sales experience required.
* Public Sector experience required.
* Track record of over-achieving quota.
* A passion for collaboration and a deep understanding of the technology involved in SaaS.
* Excellent Project Management expertise and experience.
* Outstanding communication skills, both written and verbal.
* Strong Presentation skills and experience working with C-Level Executives and Directors.
* Strong technical focus and detailed knowledge of Microsoft Office Applications.
* Superb personal organizational skills to ensure all client commitments are met.
* Customer focused. Able to deliver extremely high levels of customer satisfaction.
* Able to perform well in the face of tight deadlines and tough technical and organizational challenges.
* Commercial acumen - see and build on the potential for growth of clients.
U.S pay range
$100,000-$122,000 USD
What Diligent Offers You
* Creativity is ingrained in our culture. We are innovative collaborators by nature. We thrive in exploring how things can be differently both in our internal processes and to help our clients
* We care about our people. Diligent offers a flexible work environment, global days of service, comprehensive health benefits, meeting free days, generous time off policy and wellness programs to name a few
* We have teams all over the world. We may be headquartered in New York City, but we have office hubs in Washington D.C., Vancouver, London, Galway, Budapest, Munich, Bengaluru, Singapore, and Sydney.
* Diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of our team, facilitate dialogue, and foster understanding.
Diligent created the modern governance movement. Our world-changing idea is to empower leaders with the technology, insights and connections they need to drive greater impact and accountability - to lead with purpose. Our employees are passionate, smart, and creative people who not only want to help build the software company of the future, but who want to make the world a more sustainable, equitable and better place.
Headquartered in New York, Diligent has offices in Washington D.C., London, Galway, Budapest, Vancouver, Bengaluru, Munich, Singapore and Sydney. To foster strong collaboration and connection, this role will follow a hybrid work model. If you are within a commuting distance to one of our Diligent office locations, you will be expected to work onsite at least 50% of the time. We believe that in-person engagement helps drive innovation, teamwork, and a strong sense of community.
We are a drug free workplace. Diligent is proud to be an equal opportunity employer. We do not discriminate based on race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental disability, age, military status, protected veteran status, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also Diligent's EEO Policy and Know Your Rights. We are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at ************************.
To all recruitment agencies: Diligent does not accept unsolicited agency resumes. Please do not forward resumes to our jobs alias, Diligent employees or any other organization location. Diligent is not responsible for any fees related to unsolicited resumes.
Auto-ApplyCustomer Success Manager - Cybersecurity
Customer success manager job in Adelphi, MD
Intrepid Solutions, a CIS company, is staffing for a Customer Engagement Professional Manager to support the Defense Cyber Solutions Branch Mission Support program, set to begin operation in fall 2025. The selected candidate will work on-site in Adelphi, MD.
This role may be what you are looking for if you also have been seeking positions with a title similar to the below:
Customer Success Manager - Cybersecurity
Cybersecurity Services Delivery Manager
Cybersecurity Engagement Manager
Cybersecurity Operations Manager
Responsibilities
Possess extensive experience in team leadership and management, with a strong emphasis on delivering exceptional customer service.
Comprehensive understanding of a CSSP (Cybersecurity Service Provider) and its service offerings, and keen attention to detail and exceptional communication skills.
Develop and provide strategic direction for the Customer Engagement Team to ensure effective planning and completion of team-level tasks and projects.
Stay informed of evolving DoD requirements impacting the subscriber base and provide guidance to the team to ensure timely adjustments and compliance with these changes.
Regularly update and maintain annual documentation, agreements, and templates to ensure compliance and alignment with subscriber needs.
Lead and guide the CSSP Customer Engagement Professional in promptly responding to new inquiries for cybersecurity services, providing accurate guidance and support through the service alignment process.
Ensure timely receipt of service inquiries and collaborate with customer contacts to create database records for tracking workflow processes related to service alignment.
Oversee the generation of formal support agreements and service quotes for prospective customers, ensuring accurate and timely delivery.
Guide and monitor the initiation of operational services, tracking progress through the automated alignment tool until all services are fully established.
Provide ongoing support to subscribers after service alignment to ensure continuous and sustained service delivery.
Attend leadership and subscriber briefings, generating reports on subscriber alignment, status updates, and tracking of outstanding funding.
Manage data for existing customers and facilitate their annual service renewal process.
OPERATING HOURS AND EXPECTATIONS:
This position anticipates onsite work with standard work hours, Monday-Friday.
TRAVEL:
No travel is currently anticipated for this role.
Qualifications
CLEARANCE:
Active Secret clearance required at the time of application for initial consideration. *This position is not open to clearance sponsorship, upgrade, or reactivation.*
EDUCATION:
Bachelor's in a related field.
Four years of relevant experience may be substituted for a formal degree in some instances.
CERTIFICATION(S):
None required.
REQUIRED SKILLS AND EXPERIENCE:
6 years of progressive experience related to the responsibilities listed above.
Benefits
WHAT WE OFFER:
At CIS Secure and its associated companies, Intrepid Solutions and Services and Darkblade Systems, we believe in promoting fair and transparent pay practices. We are committed to disclosing the compensation range for transparency and to set clear expectations for all applicants for this posting. This range represents the anticipated low and high end of the base salary for the advertised job, promotion, or transfer opportunity. Please note that the pay range provided is a good faith estimate for the position at the time of posting. The actual salary offered may vary based on various factors including but not limited to relevant experience, knowledge, skills and abilities, education, geographic location, as well as internal equity, and alignment to market data.
Job Type: Full-time (onsite)
Pay Range: $110,000.00 - $170,000.00 per year
Benefits:
401(k)
Dental insurance
Medical insurance
Health Savings Account option
Flexible Spending
Vision insurance
Life and Disability Insurance
Ancillary offerings (Hospital Indemnity, Accident, Critical Illness, Pet Insurance)
Paid Time Off
Holiday pay
CIS Secure is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other protected class.
Auto-ApplyCustomer Success Manager - Cybersecurity
Customer success manager job in Adelphi, MD
Intrepid Solutions, a CIS company, is staffing for a **Customer Engagement Professional Manager** to support the Defense Cyber Solutions Branch Mission Support program, set to begin operation in fall 2025. The selected candidate will work on-site in Adelphi, MD.
This role may be what you are looking for if you also have been seeking positions with a title similar to the below:
+ Customer Success Manager - Cybersecurity
+ Cybersecurity Services Delivery Manager
+ Cybersecurity Engagement Manager
+ Cybersecurity Operations Manager
**Responsibilities**
+ Possess extensive experience in team leadership and management, with a strong emphasis on delivering exceptional customer service.
+ Comprehensive understanding of a CSSP (Cybersecurity Service Provider) and its service offerings, and keen attention to detail and exceptional communication skills.
+ Develop and provide strategic direction for the Customer Engagement Team to ensure effective planning and completion of team-level tasks and projects.
+ Stay informed of evolving DoD requirements impacting the subscriber base and provide guidance to the team to ensure timely adjustments and compliance with these changes.
+ Regularly update and maintain annual documentation, agreements, and templates to ensure compliance and alignment with subscriber needs.
+ Lead and guide the CSSP Customer Engagement Professional in promptly responding to new inquiries for cybersecurity services, providing accurate guidance and support through the service alignment process.
+ Ensure timely receipt of service inquiries and collaborate with customer contacts to create database records for tracking workflow processes related to service alignment.
+ Oversee the generation of formal support agreements and service quotes for prospective customers, ensuring accurate and timely delivery.
+ Guide and monitor the initiation of operational services, tracking progress through the automated alignment tool until all services are fully established.
+ Provide ongoing support to subscribers after service alignment to ensure continuous and sustained service delivery.
+ Attend leadership and subscriber briefings, generating reports on subscriber alignment, status updates, and tracking of outstanding funding.
+ Manage data for existing customers and facilitate their annual service renewal process.
**OPERATING HOURS AND EXPECTATIONS:**
+ This position anticipates onsite work with standard work hours, Monday-Friday.
**TRAVEL:**
+ No travel is currently anticipated for this role.
**Qualifications**
**CLEARANCE:**
+ Active Secret clearance required at the time of application for initial consideration. *This position is not open to clearance sponsorship, upgrade, or reactivation.*
**EDUCATION:**
+ Bachelor's in a related field.
+ Four years of relevant experience may be substituted for a formal degree in some instances.
**CERTIFICATION(S):**
+ None required.
**REQUIRED SKILLS AND EXPERIENCE:**
+ 6 years of progressive experience related to the responsibilities listed above.
**Benefits**
**WHAT WE OFFER:**
At CIS Secure and its associated companies, Intrepid Solutions and Services and Darkblade Systems, we believe in promoting fair and transparent pay practices. We are committed to disclosing the compensation range for transparency and to set clear expectations for all applicants for this posting. This range represents the anticipated low and high end of the base salary for the advertised job, promotion, or transfer opportunity. Please note that the pay range provided is a good faith estimate for the position at the time of posting. The actual salary offered may vary based on various factors including but not limited to relevant experience, knowledge, skills and abilities, education, geographic location, as well as internal equity, and alignment to market data.
**Job Type:** Full-time (onsite)
**Pay Range:** $110,000.00 - $170,000.00 per year
**Benefits:**
+ 401(k)
+ Dental insurance
+ Medical insurance
+ Health Savings Account option
+ Flexible Spending
+ Vision insurance
+ Life and Disability Insurance
+ Ancillary offerings (Hospital Indemnity, Accident, Critical Illness, Pet Insurance)
+ Paid Time Off
+ Holiday pay
_CIS Secure is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other protected class._
**Job Locations** _US-MD-Adelphi_
**ID** _2025-2259_ **Category** _Information Technology_ **Type** _Full Time_ **Clearance** _Secret_ **Clearance** _Secret_
Customer Success Manager
Customer success manager job in Bethesda, MD
As a Customer Success Manager, you will play a pivotal role in our Customer Success organization, driving customer satisfaction and sales growth. Your primary focus will be nurturing existing relationships with customers and end users and cultivating new ones, ensuring a seamless customer experience and contributing significantly to our sales momentum. This is a hybrid position that requires two to three days on-site at our Bethesda, MD headquarters or Lehi, UT office.
Responsibilities
Partner with the appropriate sales teams to nurture strong customer relationships, ensuring a seamless and exceptional customer experience
Maintain regular communication with key account representatives of multifamily customers, fostering strong relationships and identifying growth opportunities
Develop a deep understanding of customers' current and future needs, identifying and presenting opportunities for customers to expand their use of Brivo products
Execute proactive retention strategies to ensure long-term customer loyalty and satisfaction, such as conducting regular business reviews
Lead project management for new account roll-outs and guide new customers through a seamless onboarding process using the multifamily customer playbook
Utilize Salesforce to track and analyze key performance indicators, providing actionable insights to management
Acquire and maintain expertise in internal Brivo administrative processes, enabling swift resolution of customer issues and proactive problem-solving
Qualifications
3+ years of experience in a Customer Success, Account Management, or similar client-facing role, preferably in the SaaS or multifamily industry
Proven track record of achieving sales or revenue growth targets
Ability to identify and capitalize on opportunities for collaboration and partnership with customers
Customer-centric mindset with a proven ability to anticipate needs, resolve issues, and exceed expectations
Exceptional verbal and written communication skills with a keen ability to engage and build rapport with customers
Capable of working both independently and collaboratively within a team environment
Proactive and innovative mindset with a passion for continuous improvement
Working knowledge of Salesforce, Jira, Asana, or similar customer tracking and project management software is preferred
The compensation package for this full-time position includes a base salary range of $60,000 - $70,000 annually. Individual compensation packages are based on job-related skills, experience, qualifications, work location, training, and market conditions. In addition to cash compensation (base salary and, where applicable, incentive or overtime pay), Brivonians enjoy a robust benefits and perks package tailored to their work location. Learn more at ****************************
About Us
Brivo Systems LLC created the cloud-based access control and smart spaces technology category over 20 years ago and remains the global leader serving commercial real estate, multifamily residential, and large distributed enterprises. The company's comprehensive product ecosystem and open API provide businesses with powerful digital tools to increase security automation, elevate employee and tenant experience, and improve the safety of all people and assets in the built environment. Brivo's building access platform is now the digital foundation for the world's largest collection of customer facilities, protecting over 600 million square feet across 70+ countries. Brivo is privately held and headquartered in Bethesda, Maryland, USA. Learn more at **************
Brivo is an Equal Opportunity/Affirmative Action Employer committed to providing an inclusive work environment. If you require reasonable accommodations during the application or interview process, please contact **************.
Auto-ApplyCustomer Success Manager
Customer success manager job in Linthicum, MD
Job DescriptionDescription:
At CyberMaxx, we believe it is our duty to defend against those committed to wide-scale societal disruption through cyberattacks.
We help our customers reduce risk by tightly integrating MDR with offensive security, threat hunting, security research, and digital forensics and incident response (DFIR) to continually adapt to new and evolving threats. Our modern MDR (Managed Detection & Response) approach is tailored to the unique characteristics and risk factors of each customer, enabling us to take full ownership of the response process and, optionally, manage key security controls. By thinking like an adversary and defending like a guardian, we help our customers stay a step ahead of threat actors.
At CyberMaxx, we value humility, transparency, intellectual curiosity, and a customer first approach.
We are looking for a technically proficient and proactive Customer Success Manager with a strong drive for results. A CSM will be a key advocate for our customers, ensuring they derive maximum value from CyberMaxx. The primary focus will be to build and maintain strong, long-lasting customer relationships, driving customer satisfaction, retention and growth.
A strong understanding of the customer success lifecycle is essential for this role. The ideal candidate will have experience in mapping and managing the customer journey-from onboarding and adoption to renewal and expansion. You should be able to identify key touchpoints, anticipate customer needs, and implement proactive strategies that drive engagement, retention, and long-term value. Familiarity with customer success metrics, feedback loops, and cross-functional collaboration is critical to ensuring a seamless and impactful customer experience.
What You Will Do:
Proactive Customer Communication: Demonstrating value, sharing thought provoking topics, and threat intel.
Strategic Thinking: Identifying areas for growth and long-term success.
Relationship Management: Establish and nurture strong relationships with key stakeholders. The CSM is the main point of contact for customer inquiries and concerns.
Customer advocacy: Encourage satisfied customers to become advocates, participating in case studies, testimonials and referrals.
Analysis: Identify trends and areas for improvement through analysis of customer data.
Continuous learning: Stay informed on industry trends, competitors and new technologies, continuously improving knowledge to better serve our customers.
What We Are Looking For:
3+ years of experience in a customer facing role post-sales role within the cybersecurity industry.
MDR or cybersecurity services experience is a plus
Excellent communications and interpersonal skills
Strong problem-solving abilities and a pro-active mindset
BA/BS degree or equivalent work experience
Ability to thrive in a fast-paced, high growth, and rapidly changing environment.
Experience presenting and engaging with audiences ranging from the End-User to C-Level Executives.
Ability to collaborate cross-functionally
Project management experience is also preferred
Some Of What We Offer
Flexible Paid Time Off
401k with a company match
Medical, Dental and Vision Coverage
Voluntary Short Term and Long Term Disability
Employee Assistance Program with Mental Health Supplement
Voluntary Basic, Accidental, and other ancillary life insurance
Health Savings Account Contribution (with selection of a HDHP)
10 annual, paid holidays
CyberMaxx will consider all qualified applicants without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, disability, veteran or military status, age, genetic information, or other characteristics protected by federal, state, or local applicable law.
Requirements:
Customer Success Team
Customer success manager job in Lanham, MD
Job DescriptionSafeware, Inc. is seeking a Customer Success Team Member (CST) to support our outside sales team. You will be responsible for all inbound customer calls, addressing customer issues regarding orders, sourcing products, and making decisions regarding claims and resolutions and make outbound calls as necessary. The CST assists customers with pricing, inventory and lead time on all available items. The CST will also provide freight estimates, order status, order tracking information and submit rush requests to meet in hands date via phone or email. The position is located on-site in Lanham, MD.
About Safeware
Founded in 1979, Safeware, Inc. is a trusted distributor and service provider of safety products before, during and after emergencies and in mission-critical operations. Headquartered in Lanham, MD, with locations nationwide, Safeware is built on a foundation of dedicated professionals committed to protecting those who protect others.
Responsibilities:
Answer calls through the customer service queue and inside-sales queue to assist with product questions and order status, rushes, inventory, quotes, and claims.
Communicate with customers by telephone or email to provide information about available products. Refer customers as needed to the outside sales representative for in-depth requirements and options.
Keep records of customer interactions, recording details of transactions, inquiries, complaints or comments as well as actions taken.
Source products to meet customers' needs considering new and existing vendors.
Provide timely feedback to the Manager regarding service failures or customer complaints.
Support the outside sales associate with new bid opportunities and assist with pricing quotes.
Ensure quotes are submitted in a timely manner
Identify and assess customer product needs to achieve excellent customer satisfaction.
Track and maintain orders with consistency and communicate updates with the customer to ensure the order is being processed and handled correctly
Process customer orders utilizing Epicor Profit 21
Respond to all customer inquiries including emails and phone calls.
Have a passion for continuous learning about the products we provide and clients we support.
Assist with annual product inventory (for those in office - this is a mandated activity unless a waiver is approved by Management).
Other duties as assigned.
Requirements:
High School diploma or GED certificate
At least 1 year of prior customer service experience in a fast-paced setting preferred
Ability to work independently, but also with a team
Strong attention to detail and how details fit into the big picture
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Customer Success Manager
Customer success manager job in Washington, DC
Introduction:
IOTAP is the creator of Work 365.
Work 365 is a SaaS application for companies generating revenue through a subscription model. Work 365 users are Services companies and Cloud Resellers that are looking to grow their revenue. We have users around the world and global team that supports our customer's needs. We are looking for someone with an imagination that can work in a fast-paced environment, with a global team with plenty of flexibility and opportunity to grow. You will be working with the business leaders to drive outcomes in a fast-growing market.
visit: *******************
As a Customer Success Manager, you will partner with customer stakeholders to understand their business objectives and align Work 365's solutions accordingly, supporting growth in our scale-up accounts and interacting with founders, owner-operators, and other C-level executives within our scale-up accounts. You will monitor customer adoption, drive engagement, and support customers throughout their journey. This role is ideal for someone with a strong technical aptitude, customer-first mindset, and problem-solving skills.
Key Responsibilities
Guide customers to success by developing and executing strategic account plans focused on adoption, retention, and measurable outcomes
Monitor and analyze customer usage data to identify adoption trends, risks, and opportunities
Gather customer feedback to drive product improvements and advocate for user needs internally
Collaborate cross-functionally with onboarding, technical support, and product teams to resolve issues and optimize customer experience
Find paths for success, helping them unlock the full potential of Work 365's features
Manage and maintain customer product catalogs, including subscriptions, invoicing, and CSP integrations
Ensure contract adherence while supporting clients through renewals, expansions, and changes
Support customer escalations, troubleshooting business and technical challenges efficiently
Requirements
2+ years of experience in customer success, account management, consulting, or a related role (SaaS or software experience preferred)
Strong relationship management skills, with a customer-centric and empathetic approach
Technical proficiency-comfortable explaining complex processes to both technical and non-technical stakeholders
Excellent communication skills (written, verbal, and presentation)
Data-driven mindset, able to use metrics and analysis to make strategic decisions
Project management skills-capable of juggling multiple priorities in a fast-paced environment
Experience with Microsoft Dynamics, Power Apps, or CSP programs
Strong troubleshooting and problem-solving skills, with a proactive approach to issue resolution
Detail-oriented with a sense of urgency, thriving in an environment that requires quick responses
Manager, Customer Success
Customer success manager job in Washington, DC
The Customer Success Manager is responsible for leading and managing the customer success team, overseeing customer success projects, and ensuring the successful implementation of customer success solutions.
Lead and manage the customer success team.
Oversee customer success projects and ensure successful
implementation.
Develop and implement customer success strategies and
plans.
Collaborate with other departments to enhance customer
satisfaction.
Lead the integration of quantum technologies into
customer success initiatives. Ensure the customer
success team is equipped with the necessary
knowledge to assist customers with quantum-related
inquiries and issues.
Customer Success Manager
Customer success manager job in Washington, DC
Job Description
About Us:
VisibleThread is a growing technology business that is expanding at a rapid rate. Our RFP Intelligence Platform changes the way organizations do business by reducing risk, improving efficiencies and ensuring compliance. Our solutions are Enterprise built and some of our major customers include Boeing, Lockheed Martin, and the Canadian Government, to name but a few.
Our team:
We hire energetic, creative, and passionate people who can work together to drive serious value for our customers. A career with VisibleThread is both rewarding and challenging. We are a fun team, with a flat structure and we offer fantastic career development opportunities to grow within our organization as we expand.
Our Customer Success Managers (CSMs) are the best in the business. They are curious, responsive, and empathetic partners to our customers. As a CSM, you will be the trusted advisor for a dedicated portfolio of accounts, acting as a self-starter who proactively guides them to see the immense value our products offer. This is a key role where you will own the post-sale relationship and make a direct impact on customer retention and growth.
The CSM must be technically savvy, with demonstrated experience in presenting software solutions and explaining business outcomes from the use of software.
Candidates must be located in the DMV area.
Typical Day-to-Day Responsibilities include:
Onboarding and Adoption: Act as the primary point of contact for new customers, guiding them through the onboarding process and ensuring a smooth implementation of our platform. Help them understand the features and functionalities, provide training and support, and facilitate successful adoption.
Drive Strategic Value: Go beyond basic support to understand your customers' business goals, proactively identifying opportunities for them to maximize the value and ROI of our platform.
Renewals and Upsells: Proactively identify opportunities for customer growth and expansion within your customer portfolio. Collaborate with the sales team to drive renewals and upsell opportunities, demonstrating the value and ROI our products deliver. Provide accurate and timely information to the sales team regarding customer health, product usage, and potential upsell opportunities.
Master and Teach: Become a product expert and confidently demonstrate how to leverage our solutions for their specific use cases.
Customer Support: Address customer inquiries, issues, and concerns promptly and effectively, ensuring a high level of customer satisfaction. Collaborate with internal teams, such as technical support and product development, to resolve complex customer problems and escalate issues when necessary. Provide clear and timely communication to customers regarding updates, resolutions, and workarounds.
Requirements
Recent Graduate: A bachelor's degree in a relevant field is preferred. Graduates with a passion for technology and a desire to pursue a career in customer success are encouraged to apply.
Tech Savviness: Strong technical aptitude and familiarity with SaaS solutions. Ability to quickly grasp complex software systems and effectively communicate technical concepts to non-technical audiences.
Customer-Focused Mindset: A genuine passion for delivering exceptional customer experiences. Proven ability to empathize with customers, understand their needs, and provide effective solutions. Strong relationship-building skills and a commitment to customer success.
Communication Skills: Excellent verbal and written communication skills. Ability to articulate ideas clearly, actively listen to customers, and adapt communication style to different audiences. Proficiency in English is required; additional language skills are a plus.
Problem-Solving Abilities: Strong analytical and problem-solving skills, with the ability to think strategically and provide innovative solutions. Demonstrated ability to work independently, prioritize tasks, and manage multiple deadlines effectively.
Adaptability and Agility: Thrives in a fast-paced, dynamic environment. Ability to quickly adapt to changes, learn new technologies, and navigate ambiguity. A proactive and self-motivated mindset with a willingness to take ownership and drive initiatives.
Join our team and be part of an exciting journey, working with cutting-edge
Benefits
· A supportive place to work with incredible teams worldwide
· Genuine career progression opportunities
· Attractive remuneration package
· 100% paid private medical insurance
· Flexible working schedule
· Monthly “all hands” and other team-building events
Customer Success Manager
Customer success manager job in Washington, DC
Job Description
Citian is a fast growing, venture backed SaaS technology company based in Washington, DC. Our software solutions revolutionize how our transportation systems - roads, rail, transit, bicycle, pedestrian - operate.
Our tech solutions:
Reduce traffic fatalities
Enhance pedestrian accessibility
Empower system operators to save time & money
You'll work with some of the brightest minds in the software and transportation industries. Our software engineers and data scientists apply the latest in emerging tech, Artificial Intelligence, and Machine Learning to build smarter, more advanced tools for our diverse client base. We work with clients across the United States, with global ambitions in the years ahead.
Who You Are:
As a Customer Success Manager at Citian, you will be responsible for understanding our clients' most important needs and providing an outstanding customer experience while ensuring maximum value from our products and services. You will be crucial in helping us scale the company by building lasting relationships with our public sector clients and identifying upsell opportunities within existing accounts. The Customer Success Manager will take client feedback and collaborate with our Sales and Development teams to ensure an optimal experience with Citian products. The ideal candidate is passionate about client satisfaction, possesses excellent verbal and written communication skills, and understands how to build and nurture strong relationships with clients and stakeholders.
Required Qualifications:
5+ years of Customer Success experience ideally within SaaS
Proven ability to develop and implement risk mitigation strategies and ensure customer retention.
Strong track record of consistently exceeding customer success metrics and targets
Excellent verbal and written communication skills
Ability to travel to various local and national events as needed. Travel will be regional and national
Preferred Qualifications:
Venture-backed, start-up experience
Prior Customer Success experience with public sector clients
Your Citian Advantage:
Opportunity to gain valuable experience and make a significant impact in a fast growing, venture-backed tech startup
Competitive salary and benefits package including medical, dental, and vision insurance and generous paid time off.
401(k) company match and monthly commuter transportation benefit
On-site gym and free snacks in the office
High-growth potential and opportunities for advancement and more!
Let's build smarter cities together! Learn more about Citian here: *************
** Citian is an organization committed to diversity and inclusion to drive our business results and create a better future every day for our diverse employees, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Equal Opportunity/Affirmative Action Employer Minorities/Females/Protected Veterans/Persons with Disabilities
Head of Customer Success - Governments & Public Sector
Customer success manager job in Washington, DC
Job DescriptionAt Kpler, we are dedicated to helping our clients navigate complex markets with ease. By simplifying global trade information and providing valuable insights, we empower organisations to make informed decisions in commodities, energy, and maritime sectors.
Since our founding in 2014, we have focused on delivering top-tier intelligence through user-friendly platforms. Our team of over 700 experts from 35+ countries works tirelessly to transform intricate data into actionable strategies, ensuring our clients stay ahead in a dynamic market landscape. Join us to leverage cutting-edge innovation for impactful results and experience unparalleled support on your journey to success.
You will oversee the global team of Customer Success Managers serving Kpler's highest-value accounts, taking a hands-on approach to coaching, strategy, and execution. Your leadership will directly influence customer outcomes through your team and ensure our exceptional renewal performance continues. It's a role for someone who thrives in the details, the strategy, and the day-to-day rhythm of Customer Success.Key Responsibilities
Manage and support a team of Customer Success Managers, providing coaching, development, and day-to-day leadership.
Grow and retain key members of the team through effective performance management and career development.
Hire new CSMs for the team as needed to support business growth.
Manage the renewal pipeline, including forecasting renewal risk and driving mitigation strategies.
Serve as the point of escalation for complex renewals or strategic customer relationships.
Ensure the team's book of business is consistently in an expansion-ready state.
Represent and amplify the voice of the customer to internal stakeholders, influencing product and operational decisions.
Skills and Experience
2+ years of leadership experience managing a Customer Success team.
Experience managing global government accounts.
Proven ability to lead and support a distributed team across diverse cultures and regions.
Demonstrated experience growing, developing, and coaching senior-level CSMs.
Excellent people management skills, with a track record of motivating and retaining high-performing team members.
Strong capability in data analysis and identifying trends within customer health or usage data.
Technical competence and confidence when discussing data-oriented topics with customers and internal teams.
Highly customer-centric and product-oriented, focused on driving measurable customer outcomes.
Empathetic communicator who understands both customer needs and employee perspectives.
Ambitious and high-performing, striving to achieve exceptional results.
Curious and forward-thinking, consistently seeking new ideas, opportunities, and improvements.
A hands-on leader who actively engages with customers and the team-this is not a passive or “wait and see” role.
Nice to have
Active TS/SCI clearance.
We are a dynamic company dedicated to nurturing connections and innovating solutions to tackle market challenges head-on. If you thrive on customer satisfaction and turning ideas into reality, then you've found your ideal destination. Are you ready to embark on this exciting journey with us?
We make things happen We act decisively and with purpose, going the extra mile.
We build together We foster relationships and develop creative solutions to address market challenges.
We are here to help We are accessible and supportive to colleagues and clients with a friendly approach.
Our People Pledge
Don't meet every single requirement? Research shows that women and people of color are less likely than others to apply if they feel like they don't match 100% of the job requirements. Don't let the confidence gap stand in your way, we'd love to hear from you! We understand that experience comes in many different forms and are dedicated to adding new perspectives to the team.
Kpler is committed to providing a fair, inclusive and diverse work-environment. We believe that different perspectives lead to better ideas, and better ideas allow us to better understand the needs and interests of our diverse, global community. We welcome people of different backgrounds, experiences, abilities and perspectives and are an equal opportunity employer.
By applying, I confirm that I have read and accept the Staff Privacy Notice
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Customer Success Manager
Customer success manager job in Washington, DC
The Tight Embedded Accounting HQ is in Washington, DC, in the renowned Dupont Circle neighborhood, directly across the street from the Dupont Circle Metro Station. We are in our high-energy office 5 days a week, and we're looking to bring on a Customer Success (CS) professional who embraces the opportunity to collaborate with high-trajectory teammates in our HQ. Tight is growing at a rapid pace, with 50% year-over-year employee growth, and we're looking for a teammate who not only embraces the growth but also is excited by the amount of change that comes with this growth.
Many financial technology (FinTech) platforms are building products that leverage Tight's Embedded Accounting UIs, APIs and SDKs; over 1.3M users are leveraging said products. Tight's team aids these FinTechs in how to leverage its Embedded UI, APIs and SDKs to build these products. Tight's growing CS team members are product experts who work closely with customer-partners' product, engineering, and support teams to deliver training, triage and resolve support requests, and collaborate on customer roadmaps that help shape the direction of Tight's products.
We're looking for an enthusiastic, quick, and passionate CS professional, who is (or is interested in becoming) an expert at:
Owning the customer partner relationship, including
Day-to-day investigation and triage of end-user and developer support requests, feature requests, and bug reports
Partnering with Tight's engineering and product teams to drive customer-partner tickets through to completion while enforcing and improving SLAs
Leading recurring customer-partner touchpoints (monthly syncs, quarterly business and roadmap reviews, etc.)
Building strong relationships with customer-partners
Maintaining and enhancing Tight's Help Center, A.I. knowledge base, and partner documentation
Contributing to scalable CS operations (templates, macros, dashboards, and more)
Providing end-user support to our internal customer-partner, Hurdlr
Qualifications
The following qualifications whould help build confidence in the ability to grow into the above responsibilities:
2-5 years of Customer Success or Account Management experience in a SaaS company
Strong analytical skills and critical thinking
Excellent written and verbal communication skills
Quick to learn and receptive to coaching and feedback
Hard-working with a professional work ethic
Excellent project management skills with the ability to keep complex workstreams organized, on schedule, and well-communicated
Nice to Have:
Experience with Slack, Pylon, and/or Linear
Experience supporting embedded or partner use cases (B2B2C, marketplaces, or platform integrations)
Prior work with FinTech and/or accounting products
Comfortable discussing APIs/SDKs at a conceptual level; no coding required, but helpful if you can understand the basics and ask insightful questions
Importantly, at Tight, we are looking to utilize your existing skills to improve and build our CS operations, and then the sky's the limit responsibility/growth-wise based on where your skill development and interests lead.
Auto-ApplyCustomer Success Manager, Strategic Global Brands
Customer success manager job in Bethesda, MD
Job DescriptionAbout UsCanary Technologies is changing the game for hotels with modern software powered by Canary's hospitality-specific AI platform. Canary is utilized by 20,000+ hoteliers in 100+ countries to equip hoteliers with the technology they need to work smarter and wow their guests. Major hotel brands such as Wyndham, Marriott, IHG, Four Seasons, Rosewood, and Best Western trust Canary to deliver results.
Canary was named a 2024 Deloitte Technology Fast 500™ company, a Most Innovative Company by Fast Company and a HotelTechReport Best Place to Work - and is backed by top Silicon Valley investors like Y Combinator, F-Prime, Brighton Park Capital and Insight Partners.
Join us in shaping the future of hospitality!
About the RoleAs an Customer Success Manager, Strategic Global Brands, you will serve as the strategic owner of Canary's largest and most complex enterprise hotel groups. You will quarterback across deployments, expansions, and adoption initiatives-ensuring that Canary delivers measurable value and becomes a long-term strategic partner to our enterprise customers.
You will collaborate closely with the Enterprise Implementation Manager (responsible for deployment and integrations) and Enterprise Sales (responsible for expansion and new product revenue). Your role is to align these workstreams to customer goals, foster strong executive relationships, and drive long-term account success.Responsibilities
Serve as the strategic owner of assigned enterprise accounts, maintaining long-term executive and operational relationships.
Quarterback across workstreams, coordinating with the Enterprise Implementation Manager (deployments) and Sales (expansions).
Lead strategic account planning: develop success plans tied to brand-level outcomes and property-level adoption.
Conduct regular executive business reviews, providing insights, surfacing risks, and identifying opportunities for deeper partnership.
Ensure smooth transitions from deployment to adoption by partnering with the Implementation Manager.
Monitor product usage and adoption across large portfolios; intervene to mitigate risks and drive outcomes.
Partner with Sales to uncover and execute expansion opportunities, ensuring seamless customer experience through the sales cycle.
Advocate for customer needs internally by partnering with Product, Engineering, and Support to influence roadmap and resolve escalations.
Promote customer advocacy, transforming satisfied brands into champions of Canary.
Qualifications
BA/BS degree.
5+ years in Enterprise Customer Success, Account Management, or Strategic Consulting-preferably in hospitality technology or SaaS.
Proven ability to manage complex, multi-stakeholder enterprise accounts.
Strong executive communication skills with the ability to influence C-level stakeholders.
Experience in strategic planning and account growth within global or multi-property enterprises.
Collaborative mindset, with proven ability to work cross-functionally with technical and commercial counterparts.
Strong problem-solving skills and ability to manage competing priorities in fast-paced environments.
Project Management Professional (PMP) certification or equivalent experience is a plus.
The
On-Target Earnings Range
for this role is
$161,000 - $232,000
. This OTE figure includes a competitive base salary and target variable compensation. Compensation is subject to standard withholding and applicable taxes. Actual compensation will be commensurate with the candidate's skill level, experience, and specific work location. This role may also include the opportunity to earn a discretionary bonus and/or equity.
We also work hard to ensure Canary is a fun and exciting place to work! Here are some of the additional benefits:
Canary Days: As a company we want to ensure that the team has time to recharge. Each month we provide company wide days off to ensure there is at least one extended weekend or day off.
Self Improvement Club: We meet each month and share our personal goals for the month. Each individual is provided a budget towards any purchases that help us achieve these goals.
Professional Development Chats: We provide budget to help drive cross functional professional development conversations across the organization.
Travel Reimbursement: Team members are able to visit our offices across New York, San Francisco or Dallas when they choose, and are provided a travel stipend for doing so. Spend time working with the team in their office, and use the rest of your time exploring a new city!
Personal Travel Reimbursement: If you stay at a hotel that Canary works with, we provide a credit towards your stay.
Canary Technologies is an equal opportunity employer. We recruit, employ, train, compensate and promote talent regardless of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information or any other protected characteristic.
Customer Success Manager II
Customer success manager job in Washington, DC
What We're Looking For: Begin your career as a Customer Success Manager || at Meltwater, where each day is dedicated to ensuring the continued success and satisfaction of our valued customers. We're searching for driven individuals to join our team and play a pivotal role in delivering exceptional experiences. As a Customer Success Manager ||, your focus will be on driving impactful outcomes through product adoption, implementing risk mitigation strategies, and conducting user training.
At Meltwater, we offer more than just a job-it's a pathway to personal and professional growth. Immerse yourself in an environment that cultivates your talents, fosters mentorship, and advocates for inclusive leadership principles. Engage with seasoned account managers and resilient leaders who are committed to supporting your journey of development.
Join our team and become part of a diverse community that celebrates your unique contributions and empowers you to reach new heights.
What You'll Do:
* Collaborate with internal stakeholders, including Renewal Managers and Account Managers, to align customer needs effectively.
* Provide strategic guidance and support to ensure comprehensive adoption of Meltwater solutions, maximizing value for customers.
* Empower clients with tools and resources to cultivate strong advocacy, enhancing billing relationships.
* Foster a deep understanding of customers' organizational context and objectives through close collaboration, tailoring solutions to their unique needs.
* Seamlessly partner with the Account Manager team to identify upselling and cross-selling opportunities, driving overall customer account growth.
* Proactively engage with accounts ahead of renewal dates to support renewals, mitigate risks, and address 'at-risk' accounts.
* Take ownership of customer account gross retention, prioritizing high levels of satisfaction and loyalty.
* Drive client engagement and product adoption to ensure ongoing value delivery.
* Conduct thorough onboarding and training sessions for new customers, facilitating seamless integration with Meltwater solutions.
* Gather customer feedback through executive business reviews, fostering continuous improvement and addressing evolving needs.
* Identify expansion opportunities and communicate them to Account Managers, contributing to the growth and success of customer accounts.
What You'll Bring:
* A Bachelor's degree or higher is preferred for this role, empowering you to demonstrate your academic prowess and contribute effectively.
* Demonstrated expertise in customer success, account management, or a related field, backed by at least 3 years of hands-on experience in account management.
* Exceptional communication and interpersonal skills, enabling the establishment and maintenance of strong customer relationships.
* Results-driven mindset, dedicated to achieving customer satisfaction and fostering their success.
* Proactive approach in identifying and addressing customer needs and opportunities promptly.
* Collaborative spirit, adept at working closely with cross-functional teams to ensure seamless customer success.
* Excellent written and verbal communication skills in English
* Willingness to embrace the best of both worlds with our hybrid work schedule. This role requires you to be in the office 3 days a week
* The ability to legally work in the country of hire is required for this position.
What We Offer:
* Flexible paid time off that allows you to have an enhanced work-life balance
* Excellent medical, dental, and vision options
* Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters.
* Energetic work environment with a hybrid work style, providing the balance you need.
* Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career.
Compensation Overview
* Base Salary of $48,000-$64,000 USD per year + quarterly commissions [subject to the terms of the applicable commission plan].
* Total compensation range for this position: $80,300- $107,000 USD per year. Earnings are dependent on individual sales performance.
Our Story
At Meltwater, we believe that when you have the right people in the right environment, great things happen.
Our best-in-class technology empowers our 27,000 customers around
the world to make better business decisions through data. But we can't do that without our global team of developers, innovators, problem-solvers, and high-performers who embrace challenges and find new solutions for our customers.
Our award-winning global culture drives everything we do and creates
an environment where our employees can make an impact, learn every day, feel a sense of belonging, and celebrate each other's successes along
the way.
We are innovators at the core who see the potential in people, ideas and technologies. Together, we challenge ourselves to go big, be bold, and build best-in-class solutions for our customers.
We're proud of our diverse team of 2,200+ employees in 50 locations across
25 countries around the world. No matter where you are, you'll work with people who care about your success and get the support you need to unlock new heights in your career.
We are Meltwater. Inspired by innovation, powered by people.
Equal Employment Opportunity Statement
Meltwater is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: At Meltwater, we are dedicated to fostering an inclusive and diverse workplace where every employee feels valued, respected, and empowered. We are committed to the principle of equal employment opportunity and strive to provide a work environment that is free from discrimination and harassment.
All employment decisions at Meltwater are made based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, marital status, veteran status, or any other status protected by the applicable laws and regulations.
Meltwater does not tolerate discrimination or harassment of any kind, and we actively promote a culture of respect, fairness, and inclusivity. We encourage applicants of all backgrounds, experiences, and abilities to apply and join us in our mission to drive innovation and make a positive impact in the world.
Head of Customer Success
Customer success manager job in Bethesda, MD
Title: Head of Customer Success Reporting to: Chief Revenue Officer can be based remotely in the US. ~30% Travel Required Company Revenue: ~$80M (targeting $250M growth trajectory) Customer Base: 125+ Health System Clients Opportunity:
We are seeking a results-driven and customer-obsessed Vice President of Customer Success to lead and scale our enterprise customer success organization. Reporting directly to the Chief Revenue Officer, this executive will be accountable for ensuring our clients realize maximum value from our precision care products and solutions-driving retention, expansion, advocacy, and measurable clinical and operational outcomes.
As our company accelerates from $80M to $250M in revenue, the VP of Customer Success will play a pivotal role in building a world-class, data-driven, and scalable success model that aligns customer satisfaction with company growth objectives.
Internal Application Deadline: Friday, December 5
Responsibilities:
Customer Success Strategy & Leadership
* Define and execute a comprehensive customer success strategy that drives retention, adoption, and expansion across the 125+ health system client base.
* Build and mentor a high-performing organization of account principals.
* Establish a clear operating rhythm and success framework that aligns customer lifecycle management with revenue growth objectives.
Revenue & Retention Impact
* Drive net revenue retention (NRR) and gross retention (GRR) through proactive account management, executive engagement, and measurable customer outcomes.
* Collaborate closely with Sales, Marketing, and Product to identify upsell and cross-sell opportunities based on demonstrated customer ROI.
* Serve as a senior customer advocate, ensuring voice-of-customer feedback shapes roadmap priorities and service delivery.
Operational Excellence
* Develop consistent metrics and dashboards to track customer health, usage, renewal, and NPS across the enterprise customer portfolio.
* Partner with the CRO, Product, and Implementation leaders to optimize customer onboarding, adoption, and renewal processes.
* Leverage AI-driven insights and automation to enhance the customer experience, proactively address risk, and surface new value opportunities.
* Create scalable playbooks for customer engagement across tiers-from high-touch strategic health systems to tech-enabled accounts.
Cross-Functional Collaboration
* Partner with Product Management to translate customer insights into roadmap enhancements that increase adoption and stickiness.
* Work with Implementation teams to ensure smooth go-lives and rapid time-to-value for new deployments.
* Align with Finance to forecast renewals, model churn risk, and track renewal velocity.
Requirements:
Required
* 10+ years of experience in Customer Success, Account Management, or Client Services within SaaS, digital health, or HCIT environments.
* Proven track record of leading enterprise customer success teams at scale-driving retention and growth from $50M+ to $200M+ in ARR.
* Deep understanding of healthcare provider operations, health system buying cycles, and value realization frameworks.
* Data-driven mindset with experience implementing customer success platforms and KPIs that link directly to revenue performance.
* Executive presence and communication skills capable of influencing C-suite stakeholders in large health systems.
* Inspirational leadership style with the ability to build, coach, and retain high-performing teams.
Preferred
* Experience in AI-enabled healthcare solutions or digital engagement platforms.
* Bachelor's degree required; MBA or advanced degree preferred.
* Experience integrating customer success with product-led growth or AI-first SaaS environments is highly desirable.
Attributes of the Ideal Candidate:
* Customer Evangelist: Passionate about measurable customer outcomes and advocacy.
* Builder & Operator: Skilled at designing and scaling teams, systems, and playbooks for rapid growth and cross-sell.
* Strategic Influencer: Able to balance enterprise relationship management with operational rigor.
* Analytical Leader: Driven by data, with a bias toward action and continuous improvement.
* Collaborative Partner: Works cross-functionally to align customer success with revenue acceleration.
About GW RhythmX
GW RhythmX is revolutionizing healthcare through connected, AI-native intelligence that unites clinical insight, patient engagement, and system-wide care orchestration. The company combines market-leading AI precision care technology with extensive trusted patient engagement leadership to help health systems deliver the right care, at the right time, through the right clinician and channel. Its solutions are deployed across more than 150 health systems, touching more than 85M patients including 8M U.S. military veterans. The company's award-winning solutions were recognized again in 2024 by KLAS Research, Fierce Healthcare, and AVIA Marketplace. A SymphonyAI Group company, GW RhythmX leverages various firm assets, including $1B+ in R&D investment, longitudinal data related to 300 million patients, 4.4 billion total annual claims, and 1.8 million healthcare professionals at more than 3,000 facilities globally.
About SymphonyAI Group
SymphonyAI Group (SAIGroup) is a private investment firm building leading global enterprise AI businesses by accelerating innovation and growth. SAIGroup companies ConcertAI, SymphonyAI, and GW RhythmX deliver AI solutions that transform industries and bring value to companies, workers, healthcare professionals, and patients. The companies collectively represent a workforce of more than 4,000 talented engineers, data scientists and industry/healthcare experts. SAIGroup is backed by a $1 billion commitment from Founder and CEO Dr. Romesh Wadhwani, a noted entrepreneur and philanthropist. Learn more at *************** and follow SAIGroup on LinkedIn.
When it comes to careers, our approach is simple: empower employees to do their best work and live their best professional and personal lives. Meeting the needs of a diverse group of employees across more than 30 states means offering tools to support financial, physical and emotional well-being and the choice to design what meets your needs. You'll find everything you'd expect and many things you don't: exceptionally generous paid time away from work, a variety of paid leave programs, savings opportunities with 401(k) and incentive plans, internal education programs, full array of health benefits, fitness reimbursement, cell phone subsidy, casual offices with snacks and drinks, peer recognition programs, health advocacy and employee assistance programs, chili cook-offs, pet insurance (yes, really) and so much more. Our most valuable benefit? An environment that supports YOU. The estimated pay range for this position is $200,000- $250,000 in base salary plus performance based incentives tied to retention and NRR target . Base salary is dependent on many factors including, but not limited to education, experience and skills. This range is subject to change and may be modified in the future.
Get Well is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status.
College Success Manager (DC)
Customer success manager job in Washington, DC
Job Title: College Success Manager
Reports to: Director of DC Programming
Job Status: Full-time
Classification: Exempt / Salaried
Salary Range: $70,000 - $80,000
Application Deadline: November 10, 2025
Starting: December 2025
Location: Washington, DC
Schedule: Hybrid; 2 in office days and 3 remote days. Mon - Friday, 9am to 5pm, Some special events will occur outside of regular work hours. Weekend events are required 1-2 times per month throughout the year.
About Generation Hope:
Generation Hope is a nonprofit organization committed to ensuring all student parents have the opportunity to succeed and achieve economic mobility. We drive systemic change by partnering with education and policy leaders while offering direct, two-generation support to teen parents in college and their children. To date, we've provided over $1.5 million in tuition assistance, supported more than 500 teen parents in college, celebrated more than 200 degrees earned through our program, and partnered with over 30 two- and four-year institutions nationwide.
Our team culture is rooted in excellence, respect, and inclusion. Named "one of the best nonprofits" by Spur Local, we embrace diversity in all its forms-background, thought, and experiences. If our mission and culture resonate with you, we invite you to consider joining our team. For more information, visit
***********************
Position Summary:
The College Success Manager works with the Director of DC Programming to manage the Generation Hope Scholar Program, which helps teen parents across the DC region become college graduates. The College Success Manager manages Scholar Program Coordinators and works closely with the Director of DC Programming to continuously improve the processes, functions, and outcomes of the Scholar Program. They also represent Generation Hope to nonprofit partners, students, donors and various other constituent groups. The College Success Manager should have a solid track record in working with youth and children, a background in college access and/or college success advising, financial aid, experience in managing a team, possess strategic planning skills, provide outstanding customer service, be an enthusiastic professional, and be able to build relationships with internal and external customers. They must have a demonstrated interest in serving students of color and low-income students.
Responsibilities:
Scholar Program Leadership
In collaboration with the Director of DC Programming, design programming that challenges, engages, inspires, and supports our Scholars, including enhancing and implementing pre-service support to incoming Scholars (i.e., providing light-touch case management to accepted Scholars, evaluating impact, and identifying accepted Scholars needing support).
Support the program team in troubleshooting issues within Scholar/Sponsor relationships and develop strategies to improve and strengthen these relationships
Design and execute strategies for serving specific populations of students, such as student fathers, undocumented students, and First Generation college students.
Ensure Scholars receive stellar training by collaborating with program staff and the Events Manager to plan two in-service trainings and the Summer Bridge program each year, all aimed at enhancing skills and strategies that drive graduation success.
Work with the Operations department and Program Assistant to oversee the tuition disbursement process. This includes verifying amounts, confirming institutional details, and maintaining clear communication to prevent any discrepancies.
Maintain in-depth knowledge of both federal and school-specific financial aid policies and procedures to provide training and support to staff and Scholars
Convene and manage the Scholar Leadership Council, ensuring Scholars have an opportunity to connect with one another, develop leadership skills, and contribute to programming
Provide ongoing and consistent support to Generation Hope mentors by:
Assessing their experiences as mentors annually and providing various opportunities throughout the year for feedback
Planning and attending activities to foster mentor relationships and peer support and to ensure mentors feel appreciated, such as potlucks or coffee chats to increase the retention of mentors.
Convening and managing the Sponsor Leadership Council
Communicating feedback and mentor needs to the program team and providing suggestions for mentoring improvements and enhancements
In collaboration with the Director of DC Programming, evaluate the quality of the tutoring program, monitor tutor matches, improve training, and work with the recruitment team to develop strategies for tutor recruitment
Management and Leadership
Supervise, support, and hold accountable up to five Scholar Program Coordinators, including holding weekly 1:1 meetings for each coordinator and monthly supervisions that provide advice, guidance, case audits and development
Support Scholar Program Coordinators with developing and updating individualized academic plans, setting clear goals and strategies to support Scholar success.
Facilitate weekly meetings for case managers to discuss upcoming events, relevant deadlines and create a space for learning and support
Work with program leadership to hold bi-weekly program team meetings and regular morale activities for the programming team
Case Management
As needed based on staffing, manage a small caseload of up to 10 Scholars, providing academic, holistic, and culturally competent support to ensure that they earn their degrees
Track and maintain Scholar data (contact information, G.P.A.'s, mentor meetings, etc.) using evaluation tracking software. Work with the Director of DC Programming and direct reports to maintain, collect, and analyze data for program evaluation purposes.
Ability to advocate for student parents and connect them with appropriate resources.
Flexibility and problem-solving skills to address unexpected challenges faced by student parents.
Other
Work with the Director of DC Programming to create and strengthen relationships with local colleges and universities to benefit Generation Hope Scholars
Represent Generation Hope at relevant convenings, such as conferences, roundtables, etc., as appropriate
Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
Other duties as assigned
Other duties:
This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the employee. They may change, or new ones may be assigned at any time with or without notice.
WE ARE LOOKING FOR A HARDWORKING, INNOVATIVE, COLLABORATIVE INDIVIDUAL WHO THRIVES IN A FAST-PACED ENVIRONMENT. THE SUCCESSFUL CANDIDATE WILL HAVE THESE QUALITIES/QUALIFICATIONS:
Required Qualifications:
Bachelor's degree
At least five years of experience working with youth, particularly youth from marginalized communities
At least two years of experience with college counseling and/or case management
At least three years of demonstrated leadership and experience managing a team.
Access to a vehicle to get to events/meetings around the D.C. metro area that may not be metro-accessible
Willingness to adjust hours to accommodate the needs and schedules of Scholars. Must be available for special events and trainings, which may occur on evenings and weekends.
Unquestioned integrity and commitment to Generation Hope's mission and values
Preferred Qualifications:
Experience working with teen parents
Proven experience working with college students, particularly student parents, in academic advising, student support, or counseling roles.
Master's degree in Education, Counseling, Social Work or a graduate certificate in higher education
Experience with program evaluation
Bilingual Spanish/English
Understanding of the college financial aid process and financial aid options, and of public benefits and services available for low-income populations in the D.C. metro area
Knowledge of higher education policies and resources related to student parents.
Competencies:
Ability to analyze and interpret program performance data and make data-driven adjustments to maximize impact.
Compelling and confident public speaker who is comfortable speaking and presenting in both formal and informal settings
Personal and professional commitment to understanding and dismantling systemic and institutional racism
Strong relationship-builder who can connect with a diverse range of people and groups and inspire people to action
Excellent written, oral, and verbal communication skills with keen attention to detail and strong organizational skills.
Fantastic customer service ethic and high expectations for quality
Experience planning and facilitating or co-leading workshops and events
Ability to make people feel comfortable and create rapport
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 25 pounds at times.
Work environment: Normal office environment. Some work will take place off-site during special events.
Travel:
This position may require occasional regular overnight travel for activities in and out of the DC Metro area. Must be able to travel (via plane, train, or car) to attend trainings, conferences, project sites, and related activities.
Candidates must be able to meet the onsite work schedule by the start date.
Benefits: Generation Hope provides full benefits, including 403(b), health, dental, and paid time off. More information on benefits can be found at generationhope.org/careers .
To apply, please complete the online application here.
EOE Statement:
Generation Hope is an equal opportunity employer. Generation Hope will not discriminate on any basis prohibited by law, including marital status, personal appearance, sexual orientation, gender identity or expression, family responsibility, matriculation, political affiliation, race, color, religion, sex (including pregnancy, childbirth, related medical conditions, breastfeeding, or reproductive health decisions), age, national origin, genetic information, veteran status, and disability.
25-6034: Customer Engagement Manager - DC Metro
Customer success manager job in Washington, DC
Job DescriptionCustomer Engagement Manager Clearance: Minimum Secret clearance with ability to obtain TS/SCI Who We Are: Since our inception back in 2006, Navitas has grown to be an industry leader in the digital transformation space, and we've served as trusted advisors supporting our client base within the commercial, federal, and state and local markets.
What We Do:
At our very core, we're a group of problem solvers providing our award-winning technology solutions to drive digital acceleration for our customers! With proven solutions, award-winning technologies, and a team of expert problem solvers, Navitas has consistently empowered customers to use technology as a competitive advantage and deliver cutting-edge transformative solutions.
What You'll Do:
The Customer Engagement Manager is responsible for managing service levels, building customer relationships, and ensuring that user-centric design principles are integrated into service delivery. This role emphasizes proactive engagement with customers to understand requirements, assess satisfaction, and improve service performance while aligning with organizational and contractual goals.
Responsibilities will include but are not limited to:
Manage and develop service levels in accordance with contract/Task Order (TO) requirements.
Engage with customers to capture requirements, measure satisfaction, and ensure delivery aligns with expectations.
Incorporate human-centered/user-centered design principles into service delivery and improvement efforts.
Track, monitor, and report on service performance metrics.
Collaborate with stakeholders to ensure compliance with RFQ requirements and to enhance customer-facing services.
Drive innovation in service management, ensuring alignment with organizational goals and customer needs.
Provide guidance and leadership in establishing new service levels as needed.
What You'll Need:
Experience engaging customers to determine requirements as well as gauging customer satisfaction.
Experience incorporating human-centered/user-centered design into programs of similar size and scope.
ITIL Certification
Secret Clearance with ability to obtain a TS/SCI
Set Yourself Apart With:
Demonstrated experience implementing and tracking performance of services and processes incorporating user-centered/human-centered design principles.
Experience transitioning from single-variable metrics to customer-facing multi-dimensional metrics.
Experience managing established service levels and developing new service levels on a contract with a large Government agency.
Equal Employer/Veterans/Disabled
Navitas Business Consulting is an affirmative action and equal opportunity employer. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Navitas Human Resources.
Navitas is an equal opportunity employer. We provide employment and opportunities for advancement, compensation, training, and growth according to individual merit, without regard to race, color, religion, sex (including pregnancy), national origin, sexual orientation, gender identity or expression, marital status, age, genetic information, disability, veteran-status veteran or military status, or any other characteristic protected under applicable Federal, state, or local law. Our goal is for each staff member to have the opportunity to grow to the limits of their abilities and to achieve personal and organizational objectives. We will support positive programs for equal treatment of all staff and full utilization of all qualified employees at all levels within Navitas.
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Digital Customer Engagement Manager
Customer success manager job in Washington, DC
Job DescriptionHHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Our employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states.
We're looking for an experienced Digital Customer Engagement Manager to join our Customer Experience team and lead the strategic design and execution of automated digital customer journeys that deliver exceptional customer experiences. This role is focused on helping our state/payer-sponsored homecare provider customers successfully adopt the HHAeXchange platform and realize its full value throughout every stage of their lifecycle. In this role, you will own digital engagement programs that drive provider activation and result in measurable adoption of our platform, aligned with defined milestones and strategic goals.
You'll create scalable one-to-many engagement programs-including automated onboarding and adoption workflows, in-app experiences, targeted email campaigns, in-person events, office hours and webinars-that guide providers from initial onboarding through sustained platform use. Your work will be data-driven and outcome-oriented, with a strong emphasis on delivering the right message at the right time to drive action and reduce friction. Success will be measured in provider activation, platform adoption targets, and customer sentiment (i.e. NPS, CSAT).
Success in this role requires deep understanding of the customer journey, from implementation to long-term engagement. You'll collaborate cross-functionally with teams such as Payer Customer Success, Implementation, Sales & Marketing, Technical Support, Customer Training, Internal Enablement, and Product. You'll also leverage tools like Pendo, Salesforce, and HubSpot to orchestrate and optimize digital touchpoints that scale customer success.This role follows HHAeXchange's hybrid work model, with an expectation to report to an HHAeXchange office if located within commuting distance (typically 3 days/week), unless business needs dictate otherwise.
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily with or without reasonable accommodation. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
We are seeking candidates located in New York City, Minneapolis, or DC metro areas.Essential Job Duties
Own the digital customer engagement strategy and execution for providers participating in state or payer-sponsored EVV programs, ensuring seamless progression through onboarding, adoption, and value realization.
Design and execute automated customer journeys: drive the end-to-end digital experience (email, in-app messaging, webinars, and resource hubs, etc.) to drive platform adoption and deliver value to the right user/customer at the right time in their journey based on customer segmentation and lifecycle stage. Continuously optimize based on performance insights.
Lead a cross-functional governance cadence for digital engagement across Payer CSMs, Payer Implementation, TCC, Marketing, and Product to support optimizing digital experiences and ensuring consistent, coordinated communication throughout the provider journey. Define and own the digital communications calendar by state/payer.
Partner with Product to drive feature adoption from our sponsored provider segment via Pendo/in-app.
Measure & Optimize - Own KPI framework & reporting (activation, adoption, NPS/CSAT) for sponsored providers and publish a quarterly scorecard. Use data-driven insights to iterate and improve campaign strategies, always keeping the customer experience at the center.
Ensure compliance across State/Payer contracts: ensure all communications and digital programs align with contractual requirements across state programs. Deliver accurate, timely, and consistent messaging across every state/payer program rollout.
Serve as subject matter expert on activation and adoption championing best practices and mentioning partners across communications, enablement and customer experience
Other Job Duties
Other duties as assigned by supervisor or HHAeXchange leader
Travel Requirements
Travel up to 10%, including overnight travel
Required Education, Experience, Certifications and Skills
Bachelor's degree or equivalent experience in communications, marketing, or related field.
5+ years of experience in digital engagement strategy or customer communications and customer success/engagement roles.
Experience leading enterprise-scale digital programs across segments; strong analytical acumen (turning data into experience design changes).
Proven experience working with a scaling portfolio of customers, automating customer experiences, and driving adoption and value outcomes.
Proven ability to influence senior stakeholders in a matrixed org; budget/vendor management a plus
Direct experience in the home care industry, with an understanding of the agency/provider perspective preferred
Experience coordinating across multiple internal departments to deliver cohesive customer engagement strategies.
Familiarity with state-sponsored healthcare programs or other regulated environments is highly preferred.
Proven ability to manage customer-facing communications, including product releases, market updates, incident/crisis communications, creation of webinars, and landing pages.
Strong writing, editing, and messaging skills with the ability to translate complex concepts into customer-friendly language.
Skilled in leveraging platforms such as Pendo, HubSpot, and other customer engagement tools to design and deliver campaigns that drive adoption and engagement.
Familiarity with segmentation strategies for targeting communications.
Strong organizational and project management skills with the ability to handle multiple priorities.
Excellent verbal and written communication skills; able to influence and collaborate with cross-functional stakeholders.
Calm under pressure, with the ability to deliver clear, transparent communication during incidents.
Willingness to explore and adopt AI tools responsibly to enhance productivity and innovation in your role.
The base salary range for this US-based, full-time, and exempt position is $110,000 - $120,000 not including variable compensation. An employee's exact starting salary will be based on various factors including but not limited to experience, education, training, merit, location, and the ability to exemplify the HHAeXchange core values. This is a benefits-eligible position. HHAeXchange offers competitive health plans, paid time-off, company paid holidays, 401K retirement program with a Company elected match, including other company sponsored programs.
HHAeXchange is an equal-opportunity employer. The Company offers employment opportunities to all applicants and employees without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, medical condition, marital status, veteran status, citizenship, genetic information, hairstyles, or any other status protected by local or federal law.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.