Customer success manager jobs in Vancouver, WA - 385 jobs
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Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Customer success manager job in Camas, WA
Invest in Your Success with Mac Tools
Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle.
As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds.
Key Benefits of Mac Tools Franchise Ownership
Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada.
Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more.
World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters.
Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc.
Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world.
Financial Flexibility: Explore various financing options to fit your needs.
Financial Requirements
To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options.
Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases.
Ready to Take the Next Step?
Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise?
Complete our quick mobile application to start your journey towards financial independence.
Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand.
Mac Tools , a division of Stanley Black & Decker Inc.
5195 Blazer Parkway
Dublin, Ohio 43017
$50k-57k yearly est. 15d ago
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Deposit Relationship Manager - Portland, OR
Banktalent HQ
Customer success manager job in Portland, OR
At the Commerce Bank of Oregon, we believe that delivering exceptional service to our clients is the single most important function we perform in our role as bankers. We are dedicated to enriching professional, nonprofit and business organizations by providing them and their principals with highly personalized banking and financial services from experienced bankers committed to long-term banking relationships.
The Commerce Bank is seeking a seasoned Depository Relationship Manager to join our Portland, OR team . This role is responsible for originating and managing a portfolio of accounts while cultivating new client relationships and expanding existing ones. The ideal candidate will possess deep expertise in Treasury and Depository Services and Commercial Banking strategies, with a strong focus on business development and client retention.
Essential Functions:
Provides a full range of Depository products and services to businesses with an emphasis on client relationship development, sales, and service. Responsible for providing industry specific knowledge and experience in managing a portfolio of deposit business clients, bringing in new relationships, and expanding current / existing portfolio.
Risk management is a significant part of the depository portfolio management.
Develops prospects from self-sourced leads and may include existing customers, referral leads, bank partners and other sources.
Manages the portfolio from a balanced perspective on sales, efficiency, risk, and profitability.
Contacts prospective customers to present information on banking services such as deposit accounts, lending, treasury management and wealth services.
Determines prospects/customers' financial needs and presents solutions to sell bank services.
Responsible for timely and adequate preparation of relationship reviews and recommendations to the appropriate bank partners.
Performs such functions as outbound prospecting calls, conducting prospect/customer interviews, facilitating depository accounts, credit requests, and referring prospects to other business units and cross-selling other bank services.
Other duties as assigned.
Qualifications:
Requires a Bachelor's and 4+ years experience with finance, banking, including bank products and deposit or other directly related experience. A combination of education and experience may meet requirements.
Extensive knowledge of financial products, banking regulations, risk and deposit associated financial strategy and customer development.
Strong customer service and problem-solving skills and demonstrated ability to work with customers in a consultative manner.
Excellent verbal and written communication skills and strong presentation skills.
Benefits:
Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!
401(k) plan, competitive compensation in line with work experience.
Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements
Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within
Tuition Reimbursement for qualifying employees
Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.
Salary ranges from $120,000-146,000 per year dependent on experience
$120k-146k yearly 2d ago
Account Manager
Airgas, Inc. 4.1
Customer success manager job in Oregon City, OR
Airgas is Hiring for an Account Manager in Oregon City, OR! At Airgas, we are committed to building a diverse and inclusive workplace that embraces the diversity of our employees, our customers, patients, community stakeholders and cultures across th Account Manager, Manager, Sales Representative, Product Specialist, Outside Sales, Diversity, Manufacturing, Accounting
$76k-105k yearly est. 4d ago
Landscape Maintenance Account Manager
Desantis Landscapes
Customer success manager job in Portland, OR
Company Overview: Founded in 1974, DeSantis Landscapes is a nationally recognized, award-winning landscape contractor known for its integrity, workplace culture and innovative sustainable practices. With over 150 team members working out of four Salem and Portland area branch locations, DeSantis Landscapes is widely seen as one of the premier destinations for landscape professionals in Oregon and SW Washington. We are currently seeking a skilled and client-focused Account Manager to join our team and nurture long-lasting relationships with our valued clients.
Position Overview: As an Account Manager at DeSantis Landscapes you will be at the forefront of client interactions, responsible for managing and growing a portfolio of accounts. Your primary focus will be on understanding client needs, ensuring service delivery exceeds expectations, and identifying opportunities for upselling and cross-selling. The ideal candidate will possess excellent communication skills, a deep understanding of landscaping services, and a proven ability to foster positive client relationships. If you are a dedicated and proactive professional with a passion for client engagement and landscape maintenance, we invite you to apply for the Account Manager position. Your efforts will contribute to enhancing outdoor spaces and building lasting partnerships with our clients, further solidifying our position as a leader in the landscaping industry.
To view complete job description please visit our website ************************** under employment opportunities.
$55k-100k yearly est. 3d ago
HEALTHCARE ACCOUNT MANAGER - WEST
Ochin 4.0
Customer success manager job in Portland, OR
MAKE A DIFFERENCE AT OCHIN
OCHIN is a nonprofit leader in health care innovation and a trusted partner to a growing national provider network, delivering the clinical insights and tailored technologies needed to expand patient access, strengthen care teams, and improve the health of rural and medically underserved communities.
We are hiring for a number of new positions to meet increasing demand. When you choose to join OCHIN, you have the opportunity to continuously grow your skills and do meaningful work to help fulfill our vision of good health and well-being for everyone.
At OCHIN, we value the unique perspectives and experiences of every individual and work hard to maintain a culture rooted in our values.
Founded in Oregon in 2000, OCHIN employs a growing virtual workforce of more than 1,200 skilled professionals, working remotely across 49 states. We offer a generous compensation package and are committed to supporting our employees' entire well-being by fostering a healthy work-life balance and opportunity for professional advancement. We are curious, collaborative learners who strive to live our values every day. OCHIN is excited to support our continued national expansion and the increasing demand for our innovative tools and services by welcoming new talent to our growing team.
Position Overview:
The Account Manager - West serves as a strategic advisor and primary liaison between OCHIN and its member organizations in maintenance. This role is accountable for cultivating and sustaining executive-level relationships, leading member engagement efforts, and driving alignment between member needs and OCHIN services. Account Managers proactively identify opportunities for operational optimization, coordinate solution development across internal teams, and ensure a consistently high-quality member experience. They leverage data, documentation, organization and industry knowledge to assess performance, address service gaps, guide members through onboarding, system enhancements, and the transition to long-term maintenance. This role requires extensive cross-functional collaboration, advanced relationship-building skills, critical thinking, and the ability to lead complex member interactions across clinical, operational, financial, and technical domains.
Essential Functions:
Member Relationship Leadership & Strategic Partnership - Cultivate and maintain strong relationships with member executives and key stakeholders to ensure exceptional service delivery, alignment to OCHIN's mission, and long-term member satisfaction.
Meeting & Engagement Management - Independently lead, organize, and facilitate recurring member check-ins, site visits, and ad hoc meetings, ensuring thoughtful follow-up, internal coordination, and accountability for outcomes.
Business Planning, Analysis, & Coordination - Collaborate with members and internal teams to identify gaps in service, conduct business and technical analysis (including cost/resource modeling), introduce internal and external product and service owners, and develop action plans and solutions that support operational and strategic goals.
Performance Monitoring & Documentation - Maintain accurate and timely account documentation, including meeting notes, action items, service history, CRM entries, and financial insights. Review KPIs to assess performance trends and drive continuous improvement.
Cross-functional Collaboration Support - Partner across OCHIN departments, including project management and business development, operations, and finance to support new product onboarding, technology optimization, professional services, and the transition from stabilization to maintenance.
Other duties as assigned.
Requirements
Strong understanding/knowledge of Acute Care/Ambulatory clinical operations and EHR (preferably Epic) is required
Experience in healthcare Account Management, Business Development, or CustomerSuccessManagement preferred.
Knowledge of Healthcare Information Technology, EPIC preferred.
Knowledge of a Customer Relationship Manager [CRM] and Microsoft Office Software Suite preferred.
Experience working with FQHC and CCN highly preferred
Experience in creating, maintaining and enhancing member relationships at the executive level preferred.
Ability to create and maintain accurate / accessible and organized documentation preferred
Excellent and strong communication, listening and questioning skills.
Ability to identify and partner (internally and externally) to offer new business solutions.
Ability to effectively manage internal and external staff relationships, promptly reply to inquiries, ensure service level agreements are kept and manage expectations.
Prior to moving forward to the team interview, all candidates are required to complete a 50-60-minute competency assessment. The assessment gives us insights into how your strengths, preferences, and work style align with the OCHIN's nine core competencies. It's not about passing or failing-it's about understanding fit and setting you up for success.
Base Pay Overview
OCHIN uses broadened pay ranges to support equitable and market-aligned compensation practices. The final offer will be based on a variety of factors, including relevant skills, certifications, education, experience, training, responsibilities, internal equity, and market data.
Physical Requirements/Work Environment:
Constant interpersonal skills, teamwork, and customer service. Frequent creativity, mentoring, presentations, and teaching. Occasional decision making and independent judgment or action.
Reading, speaking, writing, and understanding English.
While performing the duties of the job, the employee is regularly required to sit for long periods of time; stand and walk; use hands to finger, handle or feel; reach with hands and arms.
This position requires a virtual home-office environment, working remotely.
The role routinely uses standard office equipment such as computers and mobile devices.
Travel of up to 75% (in designated territory) is required to support OCHIN's business requirements for go-live installations, service and operational collaboration, relationship management or training which may require travel by air, vehicle, or train.
Work Location and Travel Requirements
OCHIN is a 100% remote organization with no physical corporate office location. Employees work remotely from home and many of our positions also support our member organizations on-site for new software installations. Nationwide travel is determined based on OCHIN business needs. Please inquire during the interview process about travel requirements for this position.
Work from home requirements are:
Ability to work independently and efficiently from a home office environment
High Speed Internet Service
It is a requirement that employees work in a distraction free workplace
Travel up to 75% (in designated territory) is required nationally for on-site Go Live support based on business requirements for OCHIN
We offer a comprehensive range of benefits. See our website for details: career
COVID-19 Vaccination Requirement
To keep our colleagues, members, and communities safe, OCHIN requires all employees-including remote employees, contractors, interns, and new hires-to be vaccinated with a COVID-19 vaccine, as supported by state and federal public health officials, as a condition of employment. All new hires are required to provide proof of full vaccination or receive approval for a medical or religious exemption before their hire date.
Equal Opportunity Statement
OCHIN is proud to be an equal opportunity employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills for the benefit of our staff, our mission, and the communities we serve.
As an Equal Opportunity and Affirmative Action employer, OCHIN, Inc. does not discriminate on the basis of race, ethnicity, sex, gender identity, sexual orientation, religion, marital or civil union status, age, disability status, veteran status, or any other protected characteristics. All aspects of employment are based on merit, performance, and business needs.
#LI-Remote
Salary Description
Min- $77,235 - Max $143,737
Salary Description
Min- 77,235 - $143,737
$77.2k-143.7k yearly 5d ago
Customer Success Manager
Smarsh 4.6
Customer success manager job in Portland, OR
Job DescriptionWho are we? Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.
Summary
Smarsh is seeking a CustomerSuccessManager to be part of the growing Smarsh CustomerSuccess Team. In this role you will be responsible for managing the needs of Small Business clients, resolving inbound questions, and maintaining the monthly renewal processing. Ultimately, you will assist Small Business clients in achieving their business goals and finding the most value with their investment in Smarsh products. You are the customer's trusted partner, with the goal of driving our customer's success and establishing loyal relationships with Smarsh.
How will you contribute?
Demonstrates capability to excel in MM CSM responsibilities
Ability to manage territory and drive ownership of a Smarsh directed project or program
Serves as an SME for Smarsh processes and procedures, able to coach or onboard other CSMs
Deliver high level of responsiveness to assigned Mid-Market tier accounts
Work with clients via Retention Cases, prevent and manage churn
Tracks activity in SalesForce.com, and accurately logs outcomes of customer discussions
Maintains daily/weekly meetings for assigned accounts (~40- 100k ARR), typically a territory of approximately 120 accounts
Prepares and hosts Business Reviews for top assigned accounts in territory
Consistently meet or exceeds target customer activity metrics and SLOs
Manage assigned client contracts, invoices, billing, SLA reporting requirements
Process contract changes including add-on services, downgrades, cancellations
Create accurate quotes and obtain purchase orders for Smarsh services (exports, imports, 1x training fees)
Identify additional add on services to grow account, partner with sales for new opportunities identified
Effectively manage and drive closure of renewal business
Identify At Risk Clients and determine needed remediation path
Take ownership for resolving customer issues; Partner with other internal teams to ensure client's needs and resolution with escalated issues are being met.
Drive client adoption of Smarsh products and services via leading trainings or recommending for Professional Services custom trainings; provide valuable insights and best practices to customers based on their deployment
Work as part of a collaborative team and provide feedback for improvement to internal stakeholders
What will you bring?
3+ years' experience with customer service, customersuccess or inside sales preferably for the financial industry or similar highly regulated industry -or- 1.5+years' experience in MM role or similar
BA/BS degree or 4+ years' experience in customersuccess in lieu of a degree
Completion of CustomerSuccess outside learning
Effective oral and written communication skills
Strong organizational skills
Detail oriented
Proficiency at juggling multiple tasks
Ability to quickly understand questions and problem solve
Proven results in driving customer health and satisfaction resulting in loyalty and advocacy
Ability to deliver presentations to Sr leaders, accounting, &/or technical audiences
Intermediate knowledge of the Smarsh or heritage Actiance Product Suite
MS Office Suite knowledge (PPT)
Ability to independently navigate ambiguity
The above salary range represents Smarsh's good faith and reasonable estimate of the range of possible base compensation at the time of posting. Any applicable bonus programs will be discussed during the recruiting process.
The salary for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, location, specialty and training.
Local cost of living assessments are done for each new hire at the time of offer.About our culture
Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world's leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
$101k-133k yearly est. 7d ago
Customer Success Manager III
Zoominfo Technologies 4.7
Customer success manager job in Vancouver, WA
ZoomInfo is where careers accelerate. We move fast, think boldly, and empower you to do the best work of your life. You'll be surrounded by teammates who care deeply, challenge each other, and celebrate wins. With tools that amplify your impact and a culture that backs your ambition, you won't just contribute. You'll make things happen-fast.
At ZoomInfo, we encourage creativity, value innovation, demand teamwork, expect accountability and cherish results. We value your take charge, take initiative, get stuff done attitude and will help you unlock your growth potential. One great choice can change everything. Thrive with us at ZoomInfo.
ZoomInfo is growing and looking to add talented and passionate people to our CustomerSuccess team! This individual will drive product adoption, retention, and growth by delivering high levels of business value, and cultivating deep customer relationships with some of the world's most iconic companies currently using ZoomInfo. This CSM will be responsible for all aspects of strategic account partnerships, adoption and customersuccess planning. This position will develop and execute strategic account plans, deliver business reviews, and drive overall customer satisfaction of our customers. We provide
world-class training
while surrounded by incredible co-workers and leaders who have a vested interest in seeing you thrive.
What You'll Do:
Act as an extension of our strategic customers, being a proactive advocate within ZoomInfo and our customer base to accomplish defined objectives
Develop a trusted advisor relationship with strategic customer stakeholders and executive sponsors to drive product adoption and ensure they are leveraging ZoomInfo to achieve full business value
Proactively grow the breadth and depth of strategic relationships within customers
Closely manage and nurture accounts to identify and eliminate risk of attrition
Partner with internal ZoomInfo stakeholders to align account activities with the strategic customer's business case and strategy
Establish trusted relationships with customers, sustaining relationships through the full life cycle of the subscription ensuring their success
Ensure customers are aware of and educated on new features and releases
Monitor and identify adoption and utilization trends, provide recommendations based on risk and customers' business needs
Identify renewal risk and collaborate with internal teams to remediate and ensure a successful renewal
Ensure customer feedback is clearly captured and conveyed internally to enable ongoing improvement of products and services
What You Will Bring:
2+ years of customersuccess, account management, or sales experience in a competitive SaaS environment
2+ years working with Enterprise level accounts
Have a great understanding of world-class go-to-market process, including how Revenue Operations, Enablement Leaders, Sales Managers, CustomerSuccess leaders and individual contributors think and operate
Excellent communication skills, including issue tracking, triaging and crisis management
Ability to efficiently manage multiple customer projects simultaneously
Communicates with internal and external customers and all levels of management
Effectively communicate technical information to non-technical audiences
Delivers informative, well-organized presentations
Understands how to communicate difficult/sensitive information tactfully
Continually seeks opportunities to increase customer satisfaction and deepen client relationships
Manages client expectations effectively
Self-motivated, collaborative and scrappy team player with innovative ideas to inspire customer loyalty and adoption
General understanding of sales methodologies and playbooks like Sandler, Winning By Design, MEDDIC a plus!
Bachelor's Degree or Master's Degree preferred
Ability to work a minimum of three days per week from one of our office locations.
What's In It For You:
We want our employees and their families to thrive. In addition to comprehensive benefits we offer holistic mind, body and lifestyle programs designed for overall well-being. Learn more about ZoomInfo benefits here.
Incredibly strong onboarding program - be set up for success in your first 90 days
Ongoing training to help you grow
Market leading product offering (check our our long list of G2 awards)
Comprehensive Medical, Dental, Vision
Eligibility for Future Equity Awards
401k Matching (50% of the first 7% of your contribution)
12 weeks Parental Leave for primary caregivers, 4 weeks for secondary caregivers
Family forming benefits up to $20k, plus discounts on a Care.com membership
Virgin Pulse Wellness Program
Optional add ons such as pet insurance, legal service support, and more!
This is a hybrid position, working a minimum of three days per week from one of our office locations.
The US base salary range for this position is $70,896 to $111,408 + bonus + benefits. Actual compensation offered will be based on factors such as the candidate's work location, qualifications, skills, experience and/or training. Your recruiter can share more information about the specific salary range for your desired work location during the hiring process.
#LI-DB
#LI-Hybrid
Actual compensation offered will be based on factors such as the candidate's work location, qualifications, skills, experience and/or training. Your recruiter can share more information about the specific salary range for your desired work location during the hiring process. We want our employees and their families to thrive.
In addition to comprehensive benefits we offer holistic mind, body and lifestyle programs designed for overall well-being. Learn more about ZoomInfo benefits here.
Below is the US base salary for this position. Additional compensation such as Bonus, Commission, Equity and other benefits may also apply.$71,680-$112,640 USD
About us:
ZoomInfo (NASDAQ: GTM) is the Go-To-Market Intelligence Platform that empowers businesses to grow faster with AI-ready insights, trusted data, and advanced automation. Its solutions provide more than 35,000 companies worldwide with a complete view of their customers, making every seller their best seller.
ZoomInfo is committed to protecting your privacy when you apply for jobs with us. Please review our Job Applicant Privacy Notice for more details on how we handle your personal information.
ZoomInfo may use a software-based assessment as part of the recruitment process. More information about this tool, including the results of the most recent bias audit, is available here.
ZoomInfo is proud to be an equal opportunity employer, hiring based on qualifications, merit, and business needs, and does not discriminate based on protected status. We welcome all applicants and are committed to providing equal employment opportunities regardless of sex, race, age, color, national origin, sexual orientation, gender identity, marital status, disability status, religion, protected military or veteran status, medical condition, or any other characteristic protected by applicable law. We also consider qualified candidates with criminal histories in accordance with legal requirements.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. ZoomInfo does not administer lie detector tests to applicants in any location.
$71.7k-112.6k yearly Auto-Apply 6d ago
Customer Success Manager
Pixelpool
Customer success manager job in Portland, OR
At PixelPool, we empower fashion and retail brands with cutting-edge 3D visualization solutions that streamline product development, enhance go-to-market strategies, and reimagine the retail experience. Our teams create immersive virtual environments, digital samples, and a virtual showroom solution that bring collections to life - faster, smarter, and more sustainably.
At PixelPool, we're creating Dtail (********************** as a sustainable alternative for critical parts of the fashion industry's workflow. Dtail is a 3D, cloud-based platform that is used by top fashion brands around the world to design, plan, present and sell collections using 3D samples and virtual environments. We are building this platform using the latest web- and 3D technology - Unreal Engine 5 and C++ for our Dtail Spaces application
PixelPool is headquartered in the Netherlands and with offices in Bulgaria and the United States. Besides designing and developing Dtail, PixelPool provides 3D content production services to the fashion industry.
About the Role
We are seeking a CustomerSuccessManager to support the onboarding, training, and long-term success of high-profile fashion clients utilizing our Dtail platform. This role is strategically positioned in Portland to ensure proximity to our largest North American client, enabling on-site support, relationship building, and rapid responsiveness.
Rather than a purely technical support role, this position is focused on customer enablement, communication, and coordination - bridging time zones and teams to provide a seamless client experience. You'll serve as the face of Dtail in North America, working closely with the EU-based product, technical, and CustomerSuccess teams to ensure that clients are fully supported.
The ideal candidate has a strong grasp of 3D file workflows, excellent communication skills, and the ability to drive clarity and confidence in client teams through structured onboarding and proactive relationship management.
Responsibilities
Serve as the primary contact for North American clients during onboarding and adoption.
Guide new customers through setup, training, and early usage, ensuring a smooth transition from sales to success.
Coordinate deeper technical support with EU-based teams as needed, while maintaining full ownership of the customer relationship.
Drive value realization by aligning onboarding and training with each client's unique use case.
Gather feedback and insights from customers and share internally to inform product development, support planning, and commercial strategies.
Proactively identify and address potential adoption challenges before they become blockers.
Represent the CustomerSuccess voice in cross-functional conversations across Sales, Product, and Engineering.
Job requirements
3+ years of experience in CustomerSuccess, Account Management, or a similar client-facing role.
Strong understanding of 3D assets, file formats, and related workflows in a product or retail context.
Excellent verbal and written communication skills, with a proven ability to explain complex concepts clearly and confidently.
Demonstrated ability to manage relationships, multitask, and navigate ambiguity with minimal supervision.
Experience working in technology-driven environments (SaaS, digital tools, or creative platforms).
Based in Portland, OR or the surrounding area, with availability for occasional on-site client visits
Why PixelPool
Be part of a young, creative and dynamic environment with a start-up culture - an internationally oriented company, both in terms of customers and team.
Salary conforming to market standards
Hybrid working, with a minimum of two days in office in downtown Portland.
Regular company events and drinks
We can offer you a 90 day contract to start with. If we find out it's a match, there is an opportunity for full time position with benefits including vacation days, personal development budget and healthcare.
Want to become part of the team?
If you'd like to contribute to our goals, please apply now or reach out to us on LinkedIn and let us know why you think you are the best fit. We look forward to meeting you soon!
PixelPool is an Equal Opportunity Employer. We celebrate diversity and welcome applications from underrepresented groups and encourage people of all backgrounds to apply. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, neurodiversity, or status as an individual with a disability.
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$72k-114k yearly est. 60d+ ago
Client Service Manager - Water/Wastewater
Kennedy Jenks 4.1
Customer success manager job in Portland, OR
Kennedy Jenks is seeking an experienced and collaborative Client Service Manager to join our growing team in Oregon. The Client Service Manager plays a vital role in developing client strategies, assembling client teams, and executing plans to deliver KJ's services efficiently. Additionally, this role involves project management responsibilities, ensuring adherence to company standards and deadlines.
Key Responsibilities:
Achieve sales targets by leading new pursuits. Cultivate, establish, and maintain client and partner relationships.
Ensure successful project delivery and attainment of financial goals by optimizing operational efficiency.
Lead one or more client service teams, coordinate resources and activities, and connect people to projects.
Serve as Deputy PM or PM for various projects, working under the PM or Client Service Director, with full responsibility and accountability for scope, schedule, and budget.
Lead client interview presentations, proposals, and strategy formulation. Collaborate closely with the Marketing & Proposals team to deliver sales results.
Qualifications:
Bachelor's and/or Master's degree in Civil or Environmental Engineering, or a similar engineering field.
10+ years of related water/wastewater engineering consulting experience with a track record of success in business development.
Professional Engineer (PE) license in Oregon.
Proficiency with Microsoft Office products and familiarity with Client Relationship Management tools.
Demonstrated ability to provide excellent client service.
Strong writing, editing, and research skills.
Strong analytical and problem-solving abilities.
Some travel within the Portland area to project sites, for client visits/meetings, and to other Kennedy Jenks offices may be necessary.
Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
The salary range for this position is anticipated to be $145,000 to $190,000, and may vary based upon education, experience, qualifications, licensure/certifications, and geographic location.
This position is eligible for performance and incentive compensation.
Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-Hybrid
$56k-86k yearly est. 10d ago
Senior Customer Service Manager
Keller Executive Search
Customer success manager job in Portland, OR
Job Description
within Keller Executive Search and not with one of its clients. This senior position will lead Customer Service for Keller Executive Search in Portland, OR, United States, shaping strategy, building scalable processes, and partnering across the firm to deliver measurable impact.
Key Responsibilities:
- Define the Customer Service vision, roadmap, and annual operating plan aligned to business goals.
- Build and lead a high‑performing Customer Service team; set clear objectives and coach managers.
- Own Customer Service KPIs and reporting; drive continuous improvement and operational excellence.
- Establish scalable policies, processes, and tooling for Customer Service across regions.
- Partner with executive leadership and cross‑functional stakeholders to deliver outcomes.
- Manage budgets, vendors, and risk within the Customer Service portfolio.
Requirements
7+ years in progressively senior roles within the relevant discipline; experience leading managers.
Demonstrated success building scalable processes and delivering against OKRs.
Strong analytical and financial acumen; fluency with data tools and business cases.
Excellent stakeholder management and executive communication skills.
Working knowledge of applicable local laws, standards, and industry best practices.
Bachelor's degree required; advanced degree or certifications are advantageous.
Benefits
Competitive compensation: $140,000-$180,000 USD
Opportunities for professional growth and leadership development.
Company culture: Flat management structure with direct access to decision‑makers; open communication environment.
Full medical coverage.
Equal Employment Opportunity Statement:
Keller Executive Search provides equal employment opportunities to all qualified applicants and employees. Employment decisions are based on merit, qualifications, and business needs, without regard to protected characteristics under applicable law.
Commitment to Diversity:
An inclusive and equitable workplace is actively fostered. Hiring, development, and advancement practices are designed to broaden representation and ensure fair access to opportunity.
Data Protection and Privacy:
Personal data is processed solely for recruitment and employment purposes, in accordance with applicable data‑protection laws (including GDPR where relevant). Information may be retained for compliance and legitimate interests, subject to data minimization and security controls.
Pay Equity:
Compensation practices are reviewed to support pay equity for substantially similar work, accounting for bona fide factors such as experience, education, and performance.
Health and Safety:
Workplace health and safety obligations are observed in line with applicable national and local requirements. Employees are expected to follow all safety policies and promptly report hazards.
Compliance with Law:
All recruitment, selection, and employment practices are conducted in compliance with applicable laws and regulations in the jurisdiction of employment.
Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
$140k-180k yearly 15d ago
Senior Client Services Manager
Kwikee 3.9
Customer success manager job in Portland, OR
The Senior Client Services Manager leads junior and senior level relationships with clients and key agency players. This role establishes trusted advisor relationships with clients and colleagues, while identifying opportunities for additional revenue growth within the assigned client accounts. The Sr Client Manager ensures efficient coordination of projects from estimation to completion, and partners with the broader project team to ensure deliverables are completed on time and on budget.
Location: Portland, OR
JOB RESPONSIBILITIES:
* Supports the Company's profitability efforts by managing efficient, accurate, and timely coordination of the assigned project activities.
* Acts as a strategic partner to assigned clients by demonstrating a significant understanding of their market and business sectors and their specific challenges and opportunities. Provides insights and perspectives that support client initiatives and align company services with client needs.
* Develops innovative proposals to capture both account growth and new business opportunities.
* Coordinates client-specific projects throughout the lifecycle, including estimate creation, selection of appropriate projects and sub-projects, assignment of resources, monitoring project progress, and generation of the client/project invoice.
* Ensures meeting of volume and revenue targets for each account.
* Builds new relationships and nurtures existing relationships with internal and external clients.
* Creates strong and effective partnerships with Brand Development and Brand Deployment teams through sharing a deep understanding of client markets and business sectors and specific challenges and opportunities facing those clients. Works with company leaders to develop solutions that align our services with client needs.
* Assess and manages risks associated with profitability leakage by researching, understanding, and resolving any identified issues (i.e. process, operational, client relationship specific, etc.).
* Analyzes the performance of the Company-Client business relationship through analytics models and performance metrics with goal to establish agreed tactical and strategic priorities and strategies to achieve those goals.
* Ensures client retention is maximized by facilitating the delivery of custom tailored solutions to meet clients' objectives and expectations.
* Conducts meetings with existing clients and internal teams to identify adequate new services/offerings to meet clients' evolving needs as required; serves as the Subject Matter Expert on processes, capacity, timelines, etc.
* Partners with the client, the Account Team, and project teams to resolve identified project issues.
* Partners with Client Integration and the Account Team to ensure a smooth transition for new clients; attends pre-integration and planning meetings as needed.
* Participates in cross-functional teams to develop and/or adapt processes, policies, and workflows to improve efficiency, accuracy, speed, quality, etc.
* Understands and recommends solutions for business-related issues and situations and generate specific plans that achieve objectives.
* Manages and balances marketing budgets to maximize Return on Investment (ROI) and drive incremental sales.
* Plans, directs, and coordinates activities of employee(s) to ensure goals or objectives are accomplished. Mentors, coaches, trains and develops team.
* Additional duties as assigned.
QUALIFICATIONS:
* Bachelor's Degree in Sales, Marketing or related field
* Advanced degree (MBA, Master's) preferred
* 8+ years progressive account management experience in a Creative Design Agency, Market Research firm or similar consulting environment; or equivalent combination of education and experience
* 5+ years in a leadership role (direct or indirect)
* Occasional travel either locally, nationally, and/or internationally may be required.
* High degree of proficiency MS Office Suite, Outlook & Internet applications
* Strong analytical, prioritizing, interpersonal, problem-solving, presentation, budgeting, project management (from conception to completion), & planning skills
* Strong verbal and written communication skills (including analysis, interpretation, & reasoning)
* Solid understanding and application of mathematical concepts
* Ability to develop and maintain collaborative relationships with peers and colleagues across the organization, as well as, internal and external clients
* Ability to work well autonomously and within a team in a fast-paced and deadline-oriented environment.
* Ability to work with and influence peers and senior management
* Self-motivated with critical attention to detail, deadlines and reporting
PHYSICAL ASPECTS/WORK ENVIRONMENT:
* Regularly required to stand; walk; sit; and talk, hear and see.
* Occasionally lift and/or move up to 10 pounds.
* Reasonable accommodations may be made to enable individuals to perform the essential functions.
Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $100,000 USD - $110,000 USD annually. Ultimately, in determining pay, we will consider the successful candidate's location, experience, and other job-related factors.
Group benefits currently include a selection of health care plans with prescription drug coverage, dental plan, vision plan, basic and supplemental life insurance, a flexible spending account for medical and dependent care expenses or a health savings account based on plan selection, short/long term disability and 401(k) Savings Plan.
$100k-110k yearly 16d ago
Senior Client Services Manager
Schawk USA LLC
Customer success manager job in Portland, OR
Job Description
The Senior Client Services Manager leads junior and senior level relationships with clients and key agency players. This role establishes trusted advisor relationships with clients and colleagues, while identifying opportunities for additional revenue growth within the assigned client accounts. The Sr Client Manager ensures efficient coordination of projects from estimation to completion, and partners with the broader project team to ensure deliverables are completed on time and on budget.
Location: Portland, OR
JOB RESPONSIBILITIES:
Supports the Company's profitability efforts by managing efficient, accurate, and timely coordination of the assigned project activities.
Acts as a strategic partner to assigned clients by demonstrating a significant understanding of their market and business sectors and their specific challenges and opportunities. Provides insights and perspectives that support client initiatives and align company services with client needs.
Develops innovative proposals to capture both account growth and new business opportunities.
Coordinates client-specific projects throughout the lifecycle, including estimate creation, selection of appropriate projects and sub-projects, assignment of resources, monitoring project progress, and generation of the client/project invoice.
Ensures meeting of volume and revenue targets for each account.
Builds new relationships and nurtures existing relationships with internal and external clients.
Creates strong and effective partnerships with Brand Development and Brand Deployment teams through sharing a deep understanding of client markets and business sectors and specific challenges and opportunities facing those clients. Works with company leaders to develop solutions that align our services with client needs.
Assess and manages risks associated with profitability leakage by researching, understanding, and resolving any identified issues (i.e. process, operational, client relationship specific, etc.).
Analyzes the performance of the Company-Client business relationship through analytics models and performance metrics with goal to establish agreed tactical and strategic priorities and strategies to achieve those goals.
Ensures client retention is maximized by facilitating the delivery of custom tailored solutions to meet clients' objectives and expectations.
Conducts meetings with existing clients and internal teams to identify adequate new services/offerings to meet clients' evolving needs as required; serves as the Subject Matter Expert on processes, capacity, timelines, etc.
Partners with the client, the Account Team, and project teams to resolve identified project issues.
Partners with Client Integration and the Account Team to ensure a smooth transition for new clients; attends pre-integration and planning meetings as needed.
Participates in cross-functional teams to develop and/or adapt processes, policies, and workflows to improve efficiency, accuracy, speed, quality, etc.
Understands and recommends solutions for business-related issues and situations and generate specific plans that achieve objectives.
Manages and balances marketing budgets to maximize Return on Investment (ROI) and drive incremental sales.
Plans, directs, and coordinates activities of employee(s) to ensure goals or objectives are accomplished. Mentors, coaches, trains and develops team.
Additional duties as assigned.
QUALIFICATIONS:
Bachelor's Degree in Sales, Marketing or related field
Advanced degree (MBA, Master's) preferred
8+ years progressive account management experience in a Creative Design Agency, Market Research firm or similar consulting environment; or equivalent combination of education and experience
5+ years in a leadership role (direct or indirect)
Occasional travel either locally, nationally, and/or internationally may be required.
High degree of proficiency MS Office Suite, Outlook & Internet applications
Strong analytical, prioritizing, interpersonal, problem-solving, presentation, budgeting, project management (from conception to completion), & planning skills
Strong verbal and written communication skills (including analysis, interpretation, & reasoning)
Solid understanding and application of mathematical concepts
Ability to develop and maintain collaborative relationships with peers and colleagues across the organization, as well as, internal and external clients
Ability to work well autonomously and within a team in a fast-paced and deadline-oriented environment.
Ability to work with and influence peers and senior management
Self-motivated with critical attention to detail, deadlines and reporting
PHYSICAL ASPECTS/WORK ENVIRONMENT:
Regularly required to stand; walk; sit; and talk, hear and see.
Occasionally lift and/or move up to 10 pounds.
* Reasonable accommodations may be made to enable individuals to perform the essential functions.
Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $100,000 USD - $110,000 USD annually. Ultimately, in determining pay, we will consider the successful candidate's location, experience, and other job-related factors.
Group benefits currently include a selection of health care plans with prescription drug coverage, dental plan, vision plan, basic and supplemental life insurance, a flexible spending account for medical and dependent care expenses or a health savings account based on plan selection, short/long term disability and 401(k) Savings Plan.
$100k-110k yearly 16d ago
Senior Client Services Manager
Propelis
Customer success manager job in Portland, OR
The Senior Client Services Manager leads junior and senior level relationships with clients and key agency players. This role establishes trusted advisor relationships with clients and colleagues, while identifying opportunities for additional revenue growth within the assigned client accounts. The Sr Client Manager ensures efficient coordination of projects from estimation to completion, and partners with the broader project team to ensure deliverables are completed on time and on budget.
Location: Portland, OR
JOB RESPONSIBILITIES:
Supports the Company's profitability efforts by managing efficient, accurate, and timely coordination of the assigned project activities.
Acts as a strategic partner to assigned clients by demonstrating a significant understanding of their market and business sectors and their specific challenges and opportunities. Provides insights and perspectives that support client initiatives and align company services with client needs.
Develops innovative proposals to capture both account growth and new business opportunities.
Coordinates client-specific projects throughout the lifecycle, including estimate creation, selection of appropriate projects and sub-projects, assignment of resources, monitoring project progress, and generation of the client/project invoice.
Ensures meeting of volume and revenue targets for each account.
Builds new relationships and nurtures existing relationships with internal and external clients.
Creates strong and effective partnerships with Brand Development and Brand Deployment teams through sharing a deep understanding of client markets and business sectors and specific challenges and opportunities facing those clients. Works with company leaders to develop solutions that align our services with client needs.
Assess and manages risks associated with profitability leakage by researching, understanding, and resolving any identified issues (i.e. process, operational, client relationship specific, etc.).
Analyzes the performance of the Company-Client business relationship through analytics models and performance metrics with goal to establish agreed tactical and strategic priorities and strategies to achieve those goals.
Ensures client retention is maximized by facilitating the delivery of custom tailored solutions to meet clients' objectives and expectations.
Conducts meetings with existing clients and internal teams to identify adequate new services/offerings to meet clients' evolving needs as required; serves as the Subject Matter Expert on processes, capacity, timelines, etc.
Partners with the client, the Account Team, and project teams to resolve identified project issues.
Partners with Client Integration and the Account Team to ensure a smooth transition for new clients; attends pre-integration and planning meetings as needed.
Participates in cross-functional teams to develop and/or adapt processes, policies, and workflows to improve efficiency, accuracy, speed, quality, etc.
Understands and recommends solutions for business-related issues and situations and generate specific plans that achieve objectives.
Manages and balances marketing budgets to maximize Return on Investment (ROI) and drive incremental sales.
Plans, directs, and coordinates activities of employee(s) to ensure goals or objectives are accomplished. Mentors, coaches, trains and develops team.
Additional duties as assigned.
QUALIFICATIONS:
Bachelor's Degree in Sales, Marketing or related field
Advanced degree (MBA, Master's) preferred
8+ years progressive account management experience in a Creative Design Agency, Market Research firm or similar consulting environment; or equivalent combination of education and experience
5+ years in a leadership role (direct or indirect)
Occasional travel either locally, nationally, and/or internationally may be required.
High degree of proficiency MS Office Suite, Outlook & Internet applications
Strong analytical, prioritizing, interpersonal, problem-solving, presentation, budgeting, project management (from conception to completion), & planning skills
Strong verbal and written communication skills (including analysis, interpretation, & reasoning)
Solid understanding and application of mathematical concepts
Ability to develop and maintain collaborative relationships with peers and colleagues across the organization, as well as, internal and external clients
Ability to work well autonomously and within a team in a fast-paced and deadline-oriented environment.
Ability to work with and influence peers and senior management
Self-motivated with critical attention to detail, deadlines and reporting
PHYSICAL ASPECTS/WORK ENVIRONMENT:
Regularly required to stand; walk; sit; and talk, hear and see.
Occasionally lift and/or move up to 10 pounds.
* Reasonable accommodations may be made to enable individuals to perform the essential functions.
Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $100,000 USD - $110,000 USD annually. Ultimately, in determining pay, we will consider the successful candidate's location, experience, and other job-related factors.
Group benefits currently include a selection of health care plans with prescription drug coverage, dental plan, vision plan, basic and supplemental life insurance, a flexible spending account for medical and dependent care expenses or a health savings account based on plan selection, short/long term disability and 401(k) Savings Plan.
$100k-110k yearly 41d ago
Customer Success Coach
Emerald Staffing
Customer success manager job in Portland, OR
Job DescriptionAbout UsYour Next Adventure in CustomerSuccess Awaits! We're a growing SaaS company based in Portland, Oregon, dedicated to simplifying document management for businesses. Our innovative platform empowers our customers to securely store, organize, and share files while maintaining compliance. Our CustomerSuccess team is the cornerstone of our success, ensuring our clients maximize the value of our solution. We're seeking passionate individuals to join us in delivering exceptional customer experiences and fostering lasting relationships.
OverviewAs a CustomerSuccess Coach, you will be a vital member of our CustomerSuccess Team, focused on ensuring our customers achieve their goals and derive maximum value from our platform! You will model our core values of “Delighting Customers” and “Prioritizing and Delivering Results” by providing timely and effective support through phone, email, and chat. Your day-to-day will involve proactively engaging with customers, resolving issues, and optimizing their journey to foster long-term satisfaction and retention.
Responsibilities
Serve as the first point of contact for external customer support, providing timely responses, prioritizing, and escalating issues as needed
Support our proprietary software platform via phone, email, and remote sessions, adhering to repeatable processes for consistency and efficiency
Collaborate, problem-solve, and strategize with team members on upcoming meetings or customer issues, utilizing documented workflows to drive resolutions
Handle approximately 10-20 inbound customer calls per day, contributing to the team's goal of closing 250 tickets per month
Review the customer journey, determine how it's supported, and employ a consultative approach to assist customers in overcoming challenges and achieving their objectives
Facilitate internal interaction and workflow within the CustomerSuccess Team and with other stakeholders to ensure an exceptional customer experience at every touchpoint
Follow established processes to maintain a seamless customer experience while identifying opportunities for improvement and standardization
Work collaboratively with sales and marketing teams to enhance customer satisfaction, increase customer referrals, and develop compelling case studies
Adhere to repeatable engagement strategies designed to foster long-term customersuccess and retention
Maintain accurate and detailed customer notes within the HubSpot CRM system
Qualifications and Skills
Bachelor's degree preferred
Familiarity with working in a CRM and/or ticketing system (HubSpot preferred)
Proficiency with G Suite applications
Experience with remote support tools
Ability to scale approaches based on varying degrees of customer technical competence
Excellent written and verbal communication skills, with a focus on delivering an enhanced customer experience
Strong leadership skills and problem-solving abilities, with the capacity to manage multiple deadlines
Highly organized and tenacious record-keeping skills, with the ability to log and maintain customer notes in relevant systems
Schedule: Monday - Friday (8:00AM - 5:00PM), Hybrid*On-site 3 days per week
Compensation: $20.00 Hourly
Your next great job is waiting for you. Apply today!
We offer employees weekly paychecks (direct deposit), and upon eligibility we offer health insurance (Kaiser), accrued paid sick time (Oregon Paid Sick Leave), and a retirement option (OregonSaves).
$20 hourly 7d ago
Client Services Manager or Director
Targeted Talent
Customer success manager job in Portland, OR
Job Description
The Client Services Manager/Director will oversee and assist customersuccess employees in the performance of their job duties such as responding to customer inquiries and resolving issues or complaints.
Duties/Responsibilities:
Help build the infrastructure and standard operating procedures for the department
Help create company guidelines particularly related to quality of service
Manage the department and ensure the team complies with company guidelines particularly related to quality of service.
Prepare knowledge-based documents such as summaries and responses to frequently asked questions.
Hire entry-level client service employees.
Train new employees in the company's customer service policies, procedures, and best practices.
Organize and oversee the schedules and work of the department.
Conduct performance evaluations that are timely and constructive.
Handle discipline and termination of employees as needed and in accordance with company policy.
Monitor or review calls or other correspondence between representatives and customers.
Ensure that representatives are informed about changes to company products and services.
Collect data and prepares reports on customer complaints and inquiries.
Prepare monthly reports summarizing the assigned client service team's performance.
Assist with budget preparation for the Client Service department.
Perform other related duties as assigned.
Required Skills/Abilities:
Bachelor's degree in business, technology or similar
At least five years of client service experience required.
At least two years of experience in a supervisory role preferred.
At least two years of experience in customer service or customersuccess in the manufacturing industry
Excellent communication and presentation skills
Must be personable and enjoy working with people in an entirely customer-facing role
Knowledge of project management/delivery methods and tools
Organized, detail-oriented, and able to support many clients at once. Ability to deal with ambiguity and structure the unstructured
Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision
Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues
Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation
Comfortable using and learning software, including MS Office (Excel), multiple internet browsers, ticketing/tracking systems
Experience in the Food & Beverage or Consumer Packaged Goods domain preferred
Experience with Salesforce (or other CRM) desired
Ability to travel (job requires up to 30% travel)
Comfortable working as needed in a remote environment with video-conferencing tools
Excellent management and supervisory skills.
Excellent verbal and written communication skills.
Extensive knowledge of customer service procedures and principles.
Organized with attention to detail.
Ability to resolve customer complaints and issues while maintaining a professional and calm demeanour.
Ability to coach and mentor client service representatives.
$57k-94k yearly est. 27d ago
Account Manager, Private Client Services
Marsh McLennan 4.9
Customer success manager job in Portland, OR
Company:Description:
Account Manager - Private Client Services
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Account Manager here at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life:
As an Account Manager within Private Client Services (PCS), you will be responsible for developing and servicing new and existing Private Client Group accounts. Serving as an advisor to clients, you will maintain and retain existing business, while following up on referrals and rounding client accounts. You will become an integral part of this team, receiving on the job training and on-going support from management and team members.
We will count on you to:
Act as the primary contact with the Producer and/or Client.
Place new business and cross sell as needed to maintain client's insurance program.
Function as the primary contact with all vendors to ensure proper processing of all requests necessary to effectively maintain the client's insurance program.
Manage all components of the renewal process for clients.
Create Acord applications, including Supplemental, as needed, for submissions to carriers.
Prepare proposals or summaries for renewal terms when requested.
Identify and resolve accounting discrepancies
Create requests for changes to client's coverages
Process mail and phone requests on daily basis
Our future colleague
5+ years of insurance industry experience with at least 2+ years spent working in Personal Lines, ideally in a brokerage environment
Active Property and Casualty insurance license
Effective oral and written communication and relationship building skills essential
Proficiency with Microsoft Office products, including Word, Excel and PowerPoint
Exceptional time management and organization skills as well as strong attention to detail
These additional qualifications are a plus, but not required to apply:
Bachelor's Degree in Risk Management, Business Management, Finance or other relevant program
Experience with SalesForce, ImageRight, Epic or Sagita
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
Instagram
Facebook
X
LinkedIn
Who
you
are is who
we
are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAPCS
#LI-Hybrid
$64k-89k yearly est. Auto-Apply 60d+ ago
LOSS PREV/CUSTOMER ENGAGEMENT SPEC
Fred Meyer 4.3
Customer success manager job in Portland, OR
Provide customer service by acknowledging customers as they enter and exit the store, answer questions, assist with deactivation of electronic article surveillance devices, and monitor the Greeter Kiosk. Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion and safety.Based in Portland, Oregon, Fred Meyer merged with The Kroger Company in 1998. Today, we're proudly serving Fred Meyer customers in over 120 stores throughout Oregon, Washington, Idaho and Alaska.
As part of the Kroger family of companies, we take pride in bringing diverse teams with a passion for food and people together with one common purpose: To Feed the Human Spirit. With a history of innovation, we work tirelessly to create amazing experiences for our customers, communities AND each other, with food at the heart of it all.
Here, people matter. That's why we strive to provide the ingredients you need to create your own recipe for success at work and in life. We help feed your future by providing the value and care you need to grow. If you're caring, purpose-driven and hungry to learn, your potential is unlimited.
Whether you're seeking a part-time position or a new career path, we've got a fresh opportunity for you. Apply today to become part of our Fred Meyer family!
What you'll receive from us:
The Kroger Family of Companies offers comprehensive benefits to support your Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive, with access to:
A wide range of healthcare coverage, including affordable, comprehensive medical, dental, vision and prescription coverage, through company plans or collective bargaining agreement plans.
Flexible scheduling in full- and part-time roles with paid time off, including holiday and sick pay based on eligibility and length of service.
Emotional and financial support with free counseling through our Employee Assistance Program and free, confidential financial tools and coaching with Goldman Sachs Ayco.
Valuable associate discounts on purchases, including food, travel, technology and so much more.
Up to $21,000 in tuition reimbursement over your career, through our industry-leading Continuing Education program.
Vast potential for growth, through an abundance of industry-leading training programs and diverse career pathways.
For more information about benefits and eligibility, please visit our Benefits Page ! Minimum
- High School Diploma or GED
- Strong attention to detail
- Demonstrated ability to maintain confidentiality and protect sensitive information
- Ability to work in a fast-paced environment
- Ability to work within strict time frames/resolute deadlines
- Strong critical thinking skills, attention to detail and ability to draw conclusions
Desired
- Ability to speak a second language
- Knowledge of Kroger policies, procedures, and organizational structure- Model customer 1st behavior; deliver and encourage other associates to deliver excellent customer service
- Acknowledge customers in a friendly manner as they enter and exit the store
- Maneuver in the store's entry and exit areas
- Politely ask customers to see their receipt for non-bagged items and direct customers to registers when non-bagged items are observed
- Respond to activations of Electronic Article Surveillance (EAS) systems
- Assist customers with deactivation of EAS devices
- Answer customer questions concerning the location of items or sections within the store
- Direct communication with the district Asset Protection (AP) manager/district AP specialists to report suspicious behavior
- Assist customers with bascarts that may lock up with Purcheck
- Report safety concerns to supervisor
- Comply with corporate policies and promote/follow company initiatives
- Maintain flexibility to work any shift
- Must be able to perform the essential job functions of this position with or without reasonable accommodation
$34k-61k yearly est. 4d ago
Client Advisor/Account Manager
Covenant Technology Solutions
Customer success manager job in Gladstone, OR
Job DescriptionSalary:
About Us:
Covenant is a leading IT Managed Service Provider dedicated to delivering high-quality technology solutions to businesses. We are seeking a client-focused advisor to build and maintain strong relationships with our customers and ensure they receive clear value from our services.
Position Overview:
A Client Advisor serves as the primary point of contact between our organization and their assigned clients. They focus on relationship management, service delivery , and strategic technology planning. This key role bridges the gap between technical teams and the client's business needs.
As a Client Advisor, you will play a pivotal role in the evolution of our client's technology in line with our established models. Your ability to understand their business goals and translate those into strategic technology initiatives will be essential to your success.
To achieve this, you must be literate in the topics forward in business leaders minds, including Cybersecurity, Copilot Readiness, and Initial AI and Azure Virtual Desktop conversations.
By proactively identifying opportunities for improvement and innovation, you will help guide our clients toward achieving their objectives. Always leading, you will ensure that our clients remain at the forefront of technological advancement.
In addition to your advisory responsibilities, you will be expected to stay current with the latest industry trends and technological advancements. This includes continuous learning and professional development to ensure you are equipped with the knowledge and skills necessary to provide the best possible guidance to our clients.
Key Responsibilities:
- Quarterly In-person meetings with all assigned clients.
- Develop and maintain strong relationships with assigned clients, serving as their trusted technology advisor.
- Conduct regularly scheduled business reviews with clients to assess service performance, discuss needs, and identify opportunities.
- Create and present strategic technology roadmaps aligned with the client's business objectives.
- Monitor service delivery and coordinate with internal teams to ensure client satisfaction.
- Identify and pursue opportunities for service expansion and account growth.
- Act as an escalation point for client concerns and ensure timely resolution.
- Collaborate with internal and external resources to translate client business needs into effective solutions.
- Maintain detailed documentation of client interactions, requirements, and decisions.
- Provide regular reporting on account health, growth opportunities, and risks.
- Coordinate project delivery when required.
Required Qualifications:
- Bachelor's degree in Business, Technology, or equivalent experience.
- 3+ years of experience in technology account management or client advisory roles.
- Strong understanding of business technology solutions and IT services.
- Excellent communication and presentation skills.
- Proven track record of building and maintaining client relationships.
- Experience in project coordination and stakeholder management.
- Ability to translate technical concepts into business terms.
- Strong problem-solving and analytical skills.
Preferred Qualifications:
- Experience in managed services or IT consulting.
- Understanding of ITIL framework.
- Background in technology sales or technical roles.
- Industry certifications (Microsoft, ITIL, CompTIA, etc.)
- Experience with CRM systems and service management tools.
- Experience with various project delivery methodologies (i.e. Agile, Waterfall)
- Candidates in the Portland, Salem, and Eugene Oregon area are highly desirable
Required Skills:
- Friendly demeanor and good cultural fit.
- Outstanding interpersonal and relationship-building abilities.
- Strong business acumen and consultative approach.
- Excellent project and time management skills.
- Ability to handle multiple priorities and deadlines.
- Strategic thinking and planning capabilities.
The ideal candidate will be proactive, customer-focused, and able to balance relationship management with business development. They should be comfortable working with technical and non-technical stakeholders and thrive in a dynamic environment.
Job Description
About Ceribell
Ceribell is a medical technology company focused on transforming the diagnosis and management of patients with serious neurological conditions. The Ceribell System is a novel, point-of-care electroencephalography ("EEG") platform specifically designed to address the unmet needs of patients in the acute care setting, and is being used in hundreds of community hospitals, large academic facilities and major IDN's across the country. Our entire team is driven by a shared commitment to transforming the landscape of critical care through our rapid seizure detection technology, come join the movement!
Position Overview
Must be based within the region. This region will entail Seattle and Portland.
Responsible for department expansions and new product launches within a region, with the existing Ceribell customer base into ED, ICU, Neonatal, and future indications. You will partner closely with the Clinical Account Manager (CAM), who identifies an opportunity for expansion into a new department, completes the discovery, and builds initial support. The ESAM then validates champion interest, cultivates the champion and budget, and completes the expansion, training, launch and post-launch activities.
Will report to the RVP - Account Management, and requires travel ~70% of the time. Our ideal applicant will live near a major airport.
What You'll Do
Driving New and Organic Growth
Expand use of Ceribell to additional departments and indications within existing customer base.
Work with the local Clinical Account Manager to expand Ceribell into new departments.
Build advocacy and champions within facilities. Use hospital data to validate and build interest.
Deliver formal presentations, peer to peer education, new physician training, and driving physician education within expansion opportunities.
Responsible for upgrades and departmental expansion in the existing install base.
Strong project management skill requirement to support new department launches.
Clinical Training / Education
Educate and train physicians, hospital personnel and/or office staff on the merits and proper clinical usage of company products. Become a clinical expert in use cases of Ceribell and relevant patient populations.
Troubleshoot workflow solutions for departments as need arises
Partner with clinicians to identify and establish protocols for patients at risk of seizure.
Lead clinical teams through training sessions helping understand workflow and applications.
Reporting and Administration
Submit all required reports and training documentation on a timely basis
Use Salesfoce.com to manage administrative task
Ensure compliance with applicable laws, regulations, and Ceribell policies
Works cross-functionally to ensure successful deployment of Ceribell products at customer locations.
Ability to work within a field-based team and strong partnership with Territory Manager of respective region.
What We're Looking For
7-10 years of recent critical care sales experience OR 5 years of med device or pharma experience in sales on top of RN clinical for over 3 yrs.
Experience working with multiple key stakeholders (physicians, management, administration) or hospital-wide committee membership.
Excellent Communicator, Relationship Builder, Creative & Effective Problem Solver, highly organized and ability to prioritize strategically.
Ability to accurately assess and understand different stakeholders needs/wants. Process cross functional agendas and adjust strategy to achieve desired outcomes.
Confidence and expertise required to effectively challenge the status quo and influence meaningful change through consensus building
Driven & Coachable: innate desire to succeed; willing to seek out coaching, accept feedback and apply new skills supports measurable change
Grit, high integrity
Bonus points: start-up experience or experience working with disruptive technology, med device experience, neuro ICU clinical experience, sales experience.
Compensation Range$185,000-$325,000 USD
A candidate's final salary offer will be based on their skills, education, work location and experience, and thus it may differ from the posted range. Compensation may also include bonuses consistent with Ceribell's corporate compensation plan. Note, the above description is not all-encompassing and Ceribell reserves the right to change or modify job duties and assignments at any time.
In addition to your base compensation, Ceribell offers eligible employees the following:
Performance-based incentive compensation (varies by role)
Equity opportunities
100% Employer paid Health Benefits for Employees
50% - 70% Employer paid Health, Dental & Vision for dependents (depending on plan selection)
100% paid Life and Long-Term Disability Insurance
401(k) with a generous company match
Employee Stock Purchase Plan (ESPP) with a discount
Monthly cell phone stipend
Flexible paid time off
13 Paid Holidays + 3 Company Wellness Days
Excellent parental leave policy
Fantastic culture with tremendous career advancement opportunities
Joining a mission-minded organization!
Application Deadline: Ongoing
Equal Opportunity Employer
Ceribell is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity or expression, national origin, age, marital status, disability, veteran status or any other characteristic protected by law. Any applicant with a disability who requires an accommodation during the application process should contact ******************* to request reasonable accommodation.
Privacy Statement
For information on how Ceribell processes personal data of job applicants, please review our Privacy Policy.
Compliance Disclaimer
If you believe this job posting is non-compliant, please submit a report to ******************. Please note that we will not respond to inquiries unrelated to job posting compliance.
$60k-98k yearly est. 17d ago
Customer Success Manager
Smarsh 4.6
Customer success manager job in Portland, OR
Who are we? Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.
Summary
Smarsh is seeking a CustomerSuccessManager to be part of the growing Smarsh CustomerSuccess Team. In this role you will be responsible for managing the needs of Small Business clients, resolving inbound questions, and maintaining the monthly renewal processing.
Ultimately, you will assist Small Business clients in achieving their business goals and finding the most value with their investment in Smarsh products. You are the customer's trusted partner, with the goal of driving our customer's success and establishing loyal relationships with Smarsh.
How will you contribute?
* Demonstrates capability to excel in MM CSM responsibilities
* Ability to manage territory and drive ownership of a Smarsh directed project or program
* Serves as an SME for Smarsh processes and procedures, able to coach or onboard other CSMs
* Deliver high level of responsiveness to assigned Mid-Market tier accounts
* Work with clients via Retention Cases, prevent and manage churn
* Tracks activity in SalesForce.com, and accurately logs outcomes of customer discussions
* Maintains daily/weekly meetings for assigned accounts (~40- 100k ARR), typically a territory of approximately 120 accounts
* Prepares and hosts Business Reviews for top assigned accounts in territory
* Consistently meet or exceeds target customer activity metrics and SLOs
* Manage assigned client contracts, invoices, billing, SLA reporting requirements
* Process contract changes including add-on services, downgrades, cancellations
* Create accurate quotes and obtain purchase orders for Smarsh services (exports, imports, 1x training fees)
* Identify additional add on services to grow account, partner with sales for new opportunities identified
* Effectively manage and drive closure of renewal business
* Identify At Risk Clients and determine needed remediation path
* Take ownership for resolving customer issues; Partner with other internal teams to ensure client's needs and resolution with escalated issues are being met.
* Drive client adoption of Smarsh products and services via leading trainings or recommending for Professional Services custom trainings; provide valuable insights and best practices to customers based on their deployment
* Work as part of a collaborative team and provide feedback for improvement to internal stakeholders
What will you bring?
* 3+ years' experience with customer service, customersuccess or inside sales preferably for the financial industry or similar highly regulated industry -or- 1.5+years' experience in MM role or similar
* BA/BS degree or 4+ years' experience in customersuccess in lieu of a degree
* Completion of CustomerSuccess outside learning
* Effective oral and written communication skills
* Strong organizational skills
* Detail oriented
* Proficiency at juggling multiple tasks
* Ability to quickly understand questions and problem solve
* Proven results in driving customer health and satisfaction resulting in loyalty and advocacy
* Ability to deliver presentations to Sr leaders, accounting, &/or technical audiences
* Intermediate knowledge of the Smarsh or heritage Actiance Product Suite
* MS Office Suite knowledge (PPT)
* Ability to independently navigate ambiguity
$73,000 - $85,000 a year
The above salary range represents Smarsh's good faith and reasonable estimate of the range of possible base compensation at the time of posting. Any applicable bonus programs will be discussed during the recruiting process.
The salary for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, location, specialty and training.
Local cost of living assessments are done for each new hire at the time of offer.
About our culture
Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world's leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
How much does a customer success manager earn in Vancouver, WA?
The average customer success manager in Vancouver, WA earns between $67,000 and $162,000 annually. This compares to the national average customer success manager range of $61,000 to $142,000.
Average customer success manager salary in Vancouver, WA
$104,000
What are the biggest employers of Customer Success Managers in Vancouver, WA?
The biggest employers of Customer Success Managers in Vancouver, WA are: