Customer success manager jobs in Vista, CA - 625 jobs

Capitalize is transforming the $6 trillion commercial real estate (CRE) debt market with AI-driven technology that enhances transparency, improves lead quality, and accelerates deal efficiency. We empower capital markets, investment sales, lenders, and investors with the data and technology needed to fuel revenue growth and enable smarter decision-making. Join us in reshaping the future of CRE finance through AI and innovation. Summary Comp: $90K-$120K base + 20-30% bonus Location: Preferred in Newport Beach, CA (open to hybrid across LA / OC / San Diego) Capitalize.io is one of the fastest-growing AI/proptech companies in commercial real estate. We help commercial mortgage brokers, lenders, investment-sales brokers, and CRE investors source new deals using real-time liens, maturities, SREO portfolios, borrower contact data, distress signals, and AI-driven matching. 300+ companies rely on Capitalize today - and we're scaling fast. We're hiring a high-performing, analytical, PLG-native Head of Customer Success to take full ownership of the customer lifecycle. This person will drive activation, adoption, retention, and expansion across a high-velocity book of SMB and mid-market accounts. Core Responsibilities Reduce churn by building proactive engagement, renewal, and risk-mitigation processes Increase adoption via hands-on onboarding, scalable training, and customer education Drive seat expansion & PQLs by identifying usage gaps and spotting product-qualified signals Build repeatable playbooks for onboarding, lifecycle management, health scoring, renewals, and QBRs Work cross-functionally with Product to relay customer feedback and influence roadmap Partner with Sales to optimize handoffs, expansion workflows, and commercial strategy Implement systems, dashboards, and analytics to track health, activation, NRR, and usage Own renewals, churn metrics, customer satisfaction, and lifecycle KPIs Build and manage onboarding sequences, lifecycle nudges, and automated touchpoints Improve help center content, documentation, and customer training materials Handle customer escalations with urgency and professionalism What We're Looking For 3-6 years in SaaS Customer Success or Account Management Experience in product-led or hybrid PLG SaaS environments HubSpot power user (workflows, filters, lifecycle automations, sequences; certified is a plus) Highly analytical - comfortable using dashboards to identify risk, guide strategy, and optimize retention Strong process-builder: can create scalable onboarding, lifecycle, and expansion frameworks Proven examples of improving activation, retention, or expansion Player-coach mentality - willing to execute while building the long-term CS function Excellent communication skills; collaborative with Sales, Product, and founders Industry fit preferred: CRE data, proptech, financial data platforms, or data-heavy SaaS Preferably located near Newport Beach HQ (hybrid options available across LA/OC/SD) Competitive Compensation : Base salary with lucrative commission structure. Professional Development : Opportunities for career growth and advancement. Work Environment : Collaborative and innovative company culture with a focus on employee well-being and work-life balance. Capitalize provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. #J-18808-Ljbffr

Client Service Director - Water/WastewaterJob Description Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering, environmental consulting, and construction management services, with a focus on innovation and sustainability. Using advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects from planning through construction. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, award-winning water reuse projects, and efficient construction management practices that ensure quality, safety, and on-time delivery. We are known for our dedication to industry-leading client service and tailored solutions. Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint. Key Responsibilities: Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities. Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings. Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects. Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery. Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth. Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships. Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success. Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews. Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction. Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary. Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member. Qualifications: Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting. Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity. Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership. Communication Skills: Strong writing, editing, research, and verbal communication abilities. Experience: Minimum of 15 years of relevant experience. Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus. Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed. Kennedy Jenks supports a healthy work-life balance and utilizes ahybrid model of home and office work to empower our team members to thrive and achieve their full potential. Thesalary range for this position is anticipated to be between $160,000 and $235,000, depending on 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 Kennedy Jenks is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law. #J-18808-Ljbffr

Immediate Opening - Outside Account Manager (San Diego County) Earnings: $90,000 - $140,000 Are you a networking expert who enjoys meeting new people and forming lasting relationships? Do you thrive on being out in the field, creating connections, and having direct control over your income and success? If you're ready to make a real impact in the real estate industry, we want YOU on our team! What You'll Be Doing Your car is your office (Monday through Friday, 8:00 AM - 5:00 PM), and no two days are the same. You'll represent HomeGuard by being the face of our brand at association meetings, networking events, and real estate offices throughout Orange County. Build relationships with real estate professionals. Promote our top-tier inspection and disclosure services. Drive sales and grow your territory through consistent follow-up and office visits. Manage a busy schedule of appointments, follow-ups, and inspection orders, a master multitasker who meets and exceeds sales goals, while maintaining client needs Collaborate with a strong support team using a proven sales strategy. Stay organized while handling multiple priorities like a pro. Who We're Looking For ✅ Outgoing, driven, and not afraid to ask for the sale ✅ A self-starter who loves being on the road and owning their territory ✅ A natural communicator and confident presenter ✅ Experience in real estate (a huge plus!) ✅ Bilingual? Even better! ✅ Social media savvy - ready to record, post, and brand yourself daily ✅ Must have a valid CA driver's license and a reliable vehicle Perks & Benefits Company-issued iPad & iPhone Car allowance + mileage & expense reimbursements Medical, Dental & Vision coverage Growth opportunities with a reputable, expanding company

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

AmeriPharma is a rapidly growing healthcare company where you will have the opportunity to contribute to our joint success on a daily basis. We value new ideas, creativity, and productivity. We like people who are passionate about their roles and people who like to grow and change as the company evolves. AmeriPharma's Benefits Full benefits package including medical, dental, vision, life that fits your lifestyle and goals Great pay and general compensation structures Employee assistance program to assist with mental health, legal questions, financial counseling etc. Comprehensive PTO and sick leave options 401k program Plenty of opportunities for growth and advancement Company sponsored outings and team-building events Casual Fridays Job Summary We are seeking an experienced and driven Hospital Sales Manager to lead our growth in TPN (Total Parenteral Nutrition) and IVIG (Intravenous Immunoglobulin) therapies. The ideal candidate will be an energetic, self-motivated, and customer-centric professional with a proven track record of hospital sales success, excellent clinical knowledge, and strong relationship-building skills. This role requires flexibility for regional travel, the ability to engage with hospital decision-makers, and the expertise to drive sales in a highly competitive specialty market. Duties and Responsibilities Business Development & Sales Develop and execute a territory sales strategy to drive TPN and IVIG utilization in hospitals, health systems, and infusion centers. Identify, target, and build strong relationships with Hospitals, physicians , pharmacists, infusion directors, nurses, and procurement teams. Meet and exceed quarterly and annual sales goals, market share targets, and revenue objectives. Account Management Serve as the primary point of contact for assigned hospital accounts. Deliver exceptional customer support and clinical education to ensure long-term loyalty. Maintain deep knowledge of hospital formularies, P&T processes, and reimbursement pathways. Clinical & Market Expertise Demonstrate in-depth knowledge of TPN, IVIG, related therapies, and competitive products. Provide clinical presentations, product training, and in-services to hospital staff. Stay current with industry trends, clinical guidelines, reimbursement changes, and regulatory compliance. Collaboration & Reporting Work closely with marketing, medical affairs, and market access teams to implement strategic initiatives. Track performance using CRM tools, pipeline management, and territory analytics. Provide regular reports on sales activity, forecasts, and competitive intelligence to leadership. Required Qualifications Minimum 3 years of proven sales experience in hospital with existing professional relationship and connections, infusion, specialty pharmacy, or biotech/biologics sales. Prior experience with TPN, IVIG, or specialty biologics is a must. Bachelor's degree in Life Sciences, Business, Pharmacy, or related field. (Advanced degree is a plus.) Demonstrated ability to open hospital accounts, navigate formulary inclusion, and influence P&T committee decisions. Excellent presentation, negotiation, and closing skills. High level of energy, professionalism, and resilience in a fast-paced, competitive market. Willingness to travel 50-70% of the time within assigned territory. Strong customer-first mindset with the ability to deliver solutions that improve patient outcomes. Proficiency with CRM platforms (Salesforce or similar) and Microsoft Google Suite. What We Offer Competitive base salary + uncapped commission Comprehensive benefits package (medical, dental, vision, 401k) Company car allowance / mileage reimbursement Ongoing sales training, product education, and leadership development Career growth opportunities within a rapidly expanding specialty therapy market AmeriPharma's Mission Statement Our goal is to achieve superior clinical and economic outcomes while maintaining the utmost compassion and care for our patients. It is our joint and individual responsibility daily to demonstrate to outpatients, prescribers, colleagues, and others that We Care! Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is continuously required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 20 pounds and occasionally lift/or move up to 30 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to adjust focus. EEO Statement The above statements are intended to describe the work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The duties and responsibilities of this position are subject to change and other duties may be assigned or removed at any time. AmeriPharma values diversity in its workforce and is proud to be an AAP/EEO employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, age, protected veteran status, or based on disability or any other legally protected class.

Why Lytx: The Manager, Client Success will lead a team of Client Success Managers responsible for managing clients through the full customer lifecycle, from deployment to onboarding to nurture and renewal, driving product adoption, understanding account health and identifying retention risks. This role will build, manage and direct a team that is responsible for driving program success and proactively supporting our customers to ensure our products help them achieve their safety objectives and continuously find high value in the Lytx program. The ideal candidate is passionate about client success, scaling a team and is a natural problem solver, comfortable with ambiguity and enjoys a dynamic environment. You'll Get To: Set clear direction and align the team to shared goals Play an important role in executing our company's Vital Few Objectives (VFOs') around retention and growth of customer base Encourage and foster a team culture of continuous learning and professional development Provide coaching, mentorship and feedback to support growth of team members Conduct regular performance conversations and create personalized development plans for all employees Identify skill gaps and invest in training/development of team members Lead, motivate and inspire Client Success Managers to provide exceptional client service Accountable for team's performance around program health, driving program success, achieving department NRR and churn metrics Develop a strong understanding of team's key accounts and identify opportunities to improve customer experience; includes monitoring accounts and helping identifying programs in need of extra attention Assist team by participating in client meetings and QBRs to review program results and help drive results Ensure team accountability for segment CSM deliverables: account plans, risk ID and mitigation, renewal accountability, program reviews, internal/external training Conduct periodic check-ins with key accounts to gauge customer satisfaction and CSM effectiveness Own client escalations, gather feedback and make product recommendations to improve the client adoption Recruit, train, coach and develop team members, in an effort to grow and retain top talent Develop, analyze and regularly report on client success team metrics Identify, create and revise processes with a focus on enhancing the overall customer experience and continuously improve operational efficiency Partner with cross-functional teams and key internal stakeholders to ensure processes are aligned and hand-offs between Client Success and Sales, Order Management, Installation, Product and Support are established and seamless to ensure client satisfaction Participate and support BU and cross-functional projects that can solve complex business scalability opportunities and lead any internal change management exercise required upon execution. Other duties as assigned What You'll Need: Bachelor's Degree or equivalent combination of education and experience Strong ability to make timely, informed decisions that balance company and team priorities appropriately Ability to navigate conflict constructively and model strong emotional intelligence. Strong emotional intelligence qualities to lead a high-functioning team Highly developed leadership skills to foster trust and collaboration on team and across functions and departments Ability to use metrics and data to hold all team members accountable for results Highly developed change management skills to guide team through change 8+ years of experience years in customer success, account management, consultative sales and/or business consulting 2+ years of experience working in client facing, people management and leadership role Highly developed organization skills, ability to multitask and handle urgent requests with poise and professionalism Strong project management skills and ability to drive for results Excellent communication and presentation skills to C-Level, including the ability to influence and interface at all levels within the organization to communicate ideas and concepts clearly and concisely with excellent verbal and written skills Ability to manage multiple projects and priorities concurrently Flexibility to travel up to 20% Benefits: Medical, dental and vision insurance Health Savings Account Flexible Spending Accounts Telehealth 401(k) and 401(k) match Life and AD&D insurance Short-Term and Long-Term Disability FTO or PTO Employee Well-Being program 11 paid holidays plus 1 inclusive holiday per year Volunteer Time Off Employee Referral program Education Reimbursement Program Employee Recognition and Appreciation program Additional perk and voluntary benefit programs Salary is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. This position is also eligible for an incentive compensation plan. The expected hiring salary for this position is: $123,000.00 - $155,000.00 Innovation Lives Here You go all in no matter what you do, and so do we. At Lytx, we're powered by cutting-edge technology and Happy People. You want your work to make a positive impact in the world, and that's what we do. Join our diverse team of hungry, humble and capable people united to make a difference. Together, we help save lives on our roadways! Lytx, Inc. is proud to be an equal opportunity employer. We're committed to building a diverse and inclusive workforce and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, gender, genetic information, uniformed service, national origin, age, veteran status, disability, pregnancy, or any other status protected by federal or state law. We are committed to providing reasonable accommodation for candidates with disabilities who need assistance during the hiring process. To request a reasonable accommodation, please email ***********. Lytx conducts background checks on applicants who receive a conditional offer of employment in accordance with applicable local, state, federal and regional laws. Qualified applicants with arrest or conviction records will be considered. Background check results may potentially result in the withdrawal of a conditional offer of employment and will be made in accordance with all applicable local, state, federal and regional laws.

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

Job Description Field AI is transforming how robots interact with the real world. We are building risk-aware, reliable, and field-ready AI systems that address the most complex challenges in robotics, unlocking the full potential of embodied intelligence. We go beyond typical data-driven approaches or pure transformer-based architectures, and are charting a new course, with already-globally-deployed solutions delivering real-world results and rapidly improving models through real-field applications. We are seeking a dedicated and proactive Senior Customer Success Manager (Sr. CSM) to serve as the primary point of contact between Field AI and our enterprise clients. In this high-impact role, you'll foster strong, long-term partnerships and ensure that customers achieve measurable outcomes through our cutting-edge robotic solutions.As a Sr. CSM, you will be responsible for managing a portfolio of strategic accounts, deeply understanding client needs, and coordinating with internal teams to deliver timely and effective solutions. You'll handle client inquiries, resolve issues efficiently, and work to ensure customer satisfaction at every touchpoint. Your work will directly influence customer retention, expansion, and overall success.Key to this role is your ability to identify opportunities for growth and upselling, while also optimizing user adoption and proactively protecting against churn. You'll collaborate closely with Engineering, Product, and Sales to advocate for customer priorities and continuously improve the customer experience.What You'll Get To Do Relationship Building: Develop and maintain strong and long-lasting relationships with clients Client Needs Management: Understand client requirements, anticipate their needs and ensure their satisfaction Internal Coordination: Collaborate with various internal teams (Sales, Marketing, Product development, Technology development, etc.) to deliver solutions and meet client expectations Account Growth: Identify opportunities for account expansion, upsell and cross sell Communication and Reporting: Effectively communicate with clients, provide regular updates and prepare detailed reports on account performance Issue resolution: Address client concerns and resolve issues promptly and professionally What You Have Bachelor's degree in Business, Engineering or related field 5+ years of experience in customer success, account management or similar customer facing roles Excellent communication skills, including strong verbal and written skills as well as presentation skills Sales and negotiation skills, ability to identify sales opportunities and negotiate effectively Customer service skills provide excellent customer support and build rapport with clients Problem solving skills, identify and resolve client issues efficiently and effectively Project management skills, coordinate tasks, manage timelines and ensure timely delivery of solutions Analytical skills, analyze data, identify trends and make informed decisions. Technical and Industry Knowledge: Must have an understanding of Mining Operations: Knowledge of surface and underground mining processes, equipment and value chains (Exploration, Drilling, Hauling) Familiarity with Mining Equipment and System: Understanding of how customers use heavy machinery, sensors, automation and telemetry systems Mining software and Digital Tools Our salary range is generous and we take into consideration an individual's background and experience in determining final salary; base pay offered may vary considerably depending on geographic location, job-related knowledge, skills, and experience. Why Join Field AI?We are solving one of the world's most complex challenges: deploying robots in unstructured, previously unknown environments. Our Field Foundational Models™ set a new standard in perception, planning, localization, and manipulation, ensuring our approach is explainable and safe for deployment. You will have the opportunity to work with a world-class team that thrives on creativity, resilience, and bold thinking. With a decade-long track record of deploying solutions in the field, winning DARPA challenge segments, and bringing expertise from organizations like DeepMind, NASA JPL, Boston Dynamics, NVIDIA, Amazon, Tesla Autopilot, Cruise Self-Driving, Zoox, Toyota Research Institute, and SpaceX, we are set to achieve our ambitious goals. Be Part of the Next Robotics RevolutionTo tackle such ambitious challenges, we need a team as unique as our vision - innovators who go beyond conventional methods and are eager to tackle tough, uncharted questions. We're seeking individuals who challenge the status quo, dive into uncharted territory, and bring interdisciplinary expertise. Our team requires not only top AI talent but also exceptional software developers, engineers, product designers, field deployment experts, and communicators. We are headquartered in always-sunny Mission Viejo (Irvine adjacent), Southern California and have US based and global teammates. Join us, shape the future, and be part of a fun, close-knit team on an exciting journey! We celebrate diversity and are committed to creating an inclusive environment for all employees. Candidates and employees are always evaluated based on merit, qualifications, and performance. We will never discriminate on the basis of race, color, gender, national origin, ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability, or any other legally protected status. 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.

Job Description The Enterprise Customer Success Manager (CSM) is responsible for onboarding new customers, driving upsell growth, and mitigating churn. The CSM will ensure customer success by delivering value, building processes, and fostering strong relationships. The role includes working as a Subject Matter Expert (SME) for partner integrations and managing a Customer Success Associate (CSA) to achieve team goals. The Day-to-Day Responsibilities: Customer Success Leadership Own the post-sales customer journey, including onboarding, engagement, and growth. Ensure seamless transitions from sales to implementation, turning new customers into trained and successful users quickly. Act as the primary point of contact for customers, delivering both good and bad news professionally. Advocate for the company and the customer, balancing their respective goals and needs. Team Management Manage and mentor the assigned CSA, Seth, to ensure team success in onboarding and account management. Drive team performance in minimizing churn and maximizing upsell opportunities. Escalate challenges and provide regular updates with the technical team, ensuring alignment and resolution of complex issues. Process Development and Execution Build and implement processes around Quarterly Business Reviews (QBRs) and customer onboarding. Create scalable frameworks for measuring and improving customer success metrics. Collaborate with Product and Marketing teams to gather feedback and develop case studies. Revenue and Retention Accountability Drive upsell growth both directly and through team efforts. Minimize churn by proactively addressing risks and delivering consistent value. Contribute to organizational revenue attainment by meeting or exceeding targets. Collaboration and SME Role Work cross-functionally with Product, Sales, and Marketing teams to enhance customer experiences and integrations. Serve as the SME for partner integrations, ensuring smooth and effective collaborations. Maintain a feedback loop to provide insights into customer needs and opportunities for product improvement. Ownership of Goals and Priorities Own your calendar: Focus on high-impact activities and effective time management. Prioritize tasks that align with goals for customer success, upsells, and churn reduction. Balance hands-on execution with leadership responsibilities by delegating effectively. A Little Bit About Us Zuum is a rapidly growing, tech startup which is transforming the $1.2 trillion logistics industry. We connect enterprise shippers to carriers on an automated platform. To better understand what we are about, please check out our website Zuum Transportation and our Career Page. Powered by JazzHR I1lXR6gehg

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

About us At Auctane, we are united by a passion to help businesses deliver - whatever their size, wherever they are, and however they operate. We make it possible for businesses to meet the ever-changing requirements of their industry and customer expectations. Auctane products enable hundreds of thousands of businesses to annually mail and ship billions of items - over $200 billion worth - to recipients around the globe. The Auctane family of mailing and shipping software products includes ShipStation, Stamps.com, ShipStation API, Metapack, GlobalPost, and Packlink. Our partners include Amazon, UPS, USPS, eBay, BigCommerce, Shopify, WooCommerce, and Walmart. Our values Win as One. Delight Customers. Deliver Great Outcomes. About the role The primary purpose of the Field Customer Success Manager position is to build and maintain strong relationships with our most strategic customers. Customer Success Managers (CSMs) learn their customer's business goals and help them achieve those goals through the use of Auctane products and services. CSMs look for opportunities to make a customer's account as efficient as possible through workflow consultation and optimization, as well as look for potential areas of monetization. CSMs help their customers understand how to grow their business through more strategic use of Auctane's products. Responsibilities include maintaining a strong knowledge of ShipStation and E-Commerce, specifically in regard to carrier choice and understanding what services yield the highest return in company monetization. Field CSMs perform these functions while embedded in the market they serve which allows them to meet with their customer face to face as often as needed. Being based in the market they serve better enables them to build strong trust and prevent customer and revenue churn. This field position is remote and candidates should be based in one of the following Metro areas: San Diego, CA or Phoenix, AZ. Salary Range for applicants is: $124,000 OTE. Travel Requirements: Spend 3-4 days per week physically with customers at their shipping locations Travel to Auctane's home office or other training/meeting locations within the US 2-4 times per year. Sales Perks: 🌴 Fully Paid Annual International President's Club Trip (Auctane Employee Plus One) 🌐 Exciting and Motivating Annual Global Revenue Kick Off Week at HQ in Austin, TX 💰Competitive Compensation Packages About the team The Customer Success department's purpose is to to build and maintain strong relationships with our most strategic and highest revenue producing customers. The team provides customers with exceptional service and technical expertise in shipping, logistics, software and hardware. The department drives retention, increases merchant shipments by saving them time and money, and helps the business to grow profitable revenue by recommending and implementing Auctane products and services. What will you be doing? Drive Customer Success Outcomes: Research and analyzes current accounts for signs of workflow deficiencies and process optimization, potential for increased product adoption, and churn mitigation. Leverage customer health data, adoption, utilization, & complexity scoring to drive prioritization of field efforts and overall impact into your portfolio. Utilize knowledge of ShipStation's new and existing features and integrations through release notes, documentation, and training to consult with customers. Travel to customer locations (3 days / week) to conduct discovery and provide in-person guidance and partnership based on findings from data sources mentioned above. Use critical thinking to resolve issues and communicate functionality of the application to users. Identify Customer Growth Opportunities: Contact and meet with customers on a weekly basis to inform them of potential savings and changes in their account that will benefit their process as well as what they are spending with their carriers, and ideally drive additional monetization to Auctane. Knowledge of best practices in shipping given the customer's selling vertical. Knowledge of carriers and the shipping industry of the current day. Ability to communicate complex carrier information in a way that is consumable to the customer. Ability to conduct research and discovery in the spirit of spotting cost savings opportunities that reflect potential monetization opportunities to Auctane. Enhance Customer Experience via Internal Collaboration: Collaborate with other departments to ensure the customer experience is seamless. Ability to clearly articulate and define issues and expectations, with all necessary details and through the lens of the voice of the customer. Partner with Sales to identify existing client growth opportunities within your assigned territory Collaborate as needed with Support, Technical Escalation, Product, and/or Engineering as needed for critical customer escalations and representing the voice of the customer. Contribute to Content Marketing efforts to drive brand/product awareness and accelerate customer acquisition by identifying opportunities for customer stories, case studies, and quotes. What are we looking for? Four or more (4+) years of account management and/or customer service experience Proven experience managing SMB customers in a scaled (or pooled) motion. Has experience leading regular in-person customer visits Experience with B2B or SaaS software preferred Optional, but a plus: Direct experience working at or with shipping carriers (e.g., UPS, USPS, FedEx) and eCommerce (e.g., Amazon, Shopify, Etsy) and/or knowledge of shipping regulations and procedures. High School Diploma or G.E.D required Based locally in territory. Field CSMs perform these functions while embedded in the market they serve which allows them to meet with their customer face to face as often as needed. Being based in the market they serve better enables them to build strong trust and prevent customer and revenue churn. The Tech Salesforce Zoom Zendesk JIRA Slack G Suite Looker What do we offer? 🛬Take the reins of your time off with our Flex Time Off policy - because work-life balance should always be in your hands! 🌅 We offer 12 paid holidays for all of our US employees! 💰401k employer matching program - because your future deserves a friendly boost! ⭐️We conduct annual merit reviews to recognize and reward your hard work and achievements. 🏐 Health and Wellness: The well-being of our team is super important to us. Choose from different options that include medical, dental, and vision plans. 🧠Employee Assistance Program. We offer up to 8 free mental health sessions. 💪🏽We offer gym discounts to help you stay fit and healthy! 📚We offer education reimbursement to all employees, ensuring that you can pursue your educational goals while excelling in your career with us. Invest in your future and let us support your growth every step of the way. 🔗 Employee Referral Program! We reward employees helping us find top talent! 💜 An inclusive and upbeat work environment. The personality and opinions of each of our team members are important and valid; we aim to offer all employees a safe environment where they can be themselves and thrive. 🏢 Attractive HQ in the heart of central Austin, Texas. Additional Position Duties: (The following is a list of what all employees, except those with medical accommodation, may be regularly required to do.) Sit for prolonged periods of time Utilize wrist and hands for a prolonged period of time Walk short distances Stand for short periods Speaking and conversing with others Lift up to 25lbs without assistance up to chest height Equal Opportunity Employer/Veterans/Disabled If you are based in California, we encourage you to read this important information about the ShipStation Privacy Policy for California residents linked here.

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

About the Organization SurePrep's software solutions 1040SCAN, SPbinder and TaxCaddy plus onshore and offshore tax preparation outsource services allow accounting firms to increase productivity and profitability while promoting a completely digital tax workflow. SurePrep provides the most automated solutions available to streamline the entire 1040 process for both the CPA and taxpayer. SurePrep is comprised of a dynamic, inclusive, and outstanding team. We seek out the brightest candidates capable of tackling the ever-evolving tech industry while maintaining a reputation over 20 years. We're looking for hard-working, passionate people to help us reshape the tax and accounting industry. We encourage fresh ideas that will drive us toward our goals. Position Summary This is a key role with the primary responsibility for implementing workflow procedures based on direction from the Director of Customer Support. The duties include supervising employees during day-to-day tasks, providing customer support in escalated situations and managing the overall workflow of a workplace. Roles & Responsibilities Observing and monitoring practice to assure the quality of support provided Coaching and developing team members through practical day to day support ‘hands-on' including through induction and probation. Assist the Director of Customer Support in the management and development of the team. Assist the Director of Customer Support in the hiring, training, supervision, and appraisal of the Support team members. Undertake any training and development initiatives identified by the Support Manager. Contribute to effectiveness of the team. Required Qualifications Must have bachelor's degree or higher Minimum 3 years of management experience using Zendesk Leadership and organizational abilities Strong interpersonal and communication skills Ability to establish and maintain effective working relationships across the company Ability to manage the team with effective delivery of task assigned. Must possess the skill, knowledge, and ability essential to the successful performance of assigned duties Ability to communicate and work seamlessly across team Strong project management skills, proven ability to design and communicate clear processes, and a detail-oriented yet flexible approach to problem solving. EEO Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

The Customer Success Manager I (CSM) is responsible for managing a portfolio of small to medium business accounts. CSM serves as the main point of contact throughout the customer's journey with ESET and contacts customers when necessary- based on reporting insights. Job description Collaborating internally to minimize renewal risk and championing customer needs are key aspects of the role. Staying updated on ESET's product offerings and actively driving customer advocacy initiatives are also essential responsibilities. Additionally, if customers express interest in upgrading to a higher tier of product or service, or indicate a desire for early renewal, the CSM's role involves referring them to the Sales Department. FUNCTIONAL RESPONSIBILITIES AND DUTIES * Manage a portfolio of small to medium business accounts. * Serve as the main point of contact throughout the customer's journey with ESET. * Proactively contact customers based on reporting insights to encourage product adoption and address usage or satisfaction issues. * Collaborate internally to minimize renewal risk. * Champion customer needs within the organization. * Stay updated on ESET's product offerings. * Actively drive customer advocacy initiatives. * Refer customers to the Sales Department for potential upgrades or early renewals. * Carry out other work according to the instructions of a managing employee in accordance with the activity of the department and the company. MANAGERIAL RESPONSIBILITIES * Propose and implement improvements of processes and work procedures within the team. * Cooperate with immediate superior on financial planning and remain continuously updated on spending of funds. * Share relevant information and support communication within the team and with other organizational units. * Set clear and realistic goals and expectations towards work performance within prescribed deadlines. * Manage, plan and delegate work to team members and be responsible for performance of assigned tasks in accordance with established procedures and processes. * Provide regular feedback and evaluate work performance of direct subordinates (e.g. probation period, definite period, assessment interviews). * Take timely and efficient measures to ensure high-quality and timely work output of the team and its members. * Ensure optimum planning of human resources, their substitutability and be responsible for attendance of team members. Cooperate with direct superior on planning for personnel and organizational changes. * Cooperate on new employee recruitment process. * In cooperation with the employee prepare their personal development plans and ensure relevant development and educational activities. * Actively look for and exploit opportunities for own development and education and share experience and professional knowledge with others. REQUIREMENTS Education: * Management/business or other relevant field, master degree Experience: * Years of work experience:3 Knowledge: * Working knowledge of CRM tool (ideally Salesforce) * Basic Knowledge of Qliksense or Tablo and other reporting tools * Basic Knowledge of Cybersecurity Industry * Basic Knowledge of customer success best practices and methodologies is a plus Language: * Native/C2 in Local Language, B2 English Communication: * Open, Transparent, Empathetic Communication Managerial skills: * N/A Personal characteristics: * Attention to Detail * Basics of Project management * Ability to escalate * Proactivity * Active Listening * Detail Oriented * Prone to accept feedback * Skilled in conflict resolution * Analytical thinking ESET is a performance driven organization and our total rewards approach to compensation is designed to support this. We consider many factors in determining base compensation, including position scope, job related knowledge, education, skills, experience, and work location. The expected OTE for this position is starting at $80,000. Additional benefits, such as health & wellness, performance bonuses, product discounts, holidays, paid time off, etc., Valued Starting at $33,560, may also be offered in accordance with our plans. Benefits Health & well-being * Cigna Medical Plan * Cigna Dental Plan * EyeMed Vision Plan * Reliance Standard Life Insurance * Reliance Standard Long Term Disability Plan * HealthJoy Employee Assistance Program * Cigna Supplemental Insurance * Lifestyle Spending Account * Bi-Weekly Mediation Series * On-site Gym and shower facilities Family * Volunteer Day off * Paid Time off * Tuition Reimbursement * Birthing Parent Match * Pet Insurance Office * Recreational Zone * Coffee & Snacks * Parking Benefit Other * Benefit Hub - Discounts on travel, cars, electronics, etc… * 401(k) retirement savings * ESET's Charitable Contributions Program * Referral Program Primary location San Diego Additional locations Time type Full time

We are seeking a highly motivated and customer-focused individual to join our team as an Account Manager. The ideal candidate will have experience in the insurance industry and a strong track record of providing excellent customer service. Responsibilities: Manage a portfolio of commercial insurance clients Respond to customer inquiries and resolve issues in a timely and professional manner Act as the main, day-to-day contact for clients. Prepare Applications and other documents required for a submission. Perform Contract reviews for insurance requirements compliance. Prepare Certificates of Insurance, Invoices, and Finance Agreements. Process Endorsements, Audits. Review and process client policy renewals and endorsements Maintain and update client information in our database Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times a Client Executive). Check binders, policies, endorsements, and audits for accuracy. Prepare summaries and/or schedules of coverage for clients. Work closely with underwriters and carriers to provide clients with the best coverage options Build and maintain strong relationships with clients through regular communication and follow-up Qualifications: Minimum of 3 years of experience in client service in the insurance industry P&C Insurance experience: 3 years (Required) Client Management: 3 years (Required) Strong communication and interpersonal skills Ability to multitask and prioritize effectively Proficient in Microsoft Office and insurance industry software Proficient with Web-based CRMs and Raters College degree preferred Bilingual in Spanish is a strong plus We offer a competitive salary, benefits package, and opportunities for growth and professional development. If you are passionate about providing excellent customer service and are looking for a challenging and rewarding opportunity, please apply today! Spectrum Commercial Insurance Brokers is an equal opportunity employer and welcomes applications from all qualified individuals.

If you are passionate about healthcare technology, supporting the needs of your customers, and have a strong desire to be a client-facing strategic account leader, we would love to speak with you about joining our team. As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship Management team. You will be responsible for managing and growing relationships with some of the largest and most prestigious healthcare customers. In this position you will have the opportunity to directly impact revenue retention and revenue growth. You are a self-motivated, proactive, results-oriented candidate who wants to excel and learn in an open, professional, and team-oriented environment. Job Responsibilities Manage large, high profile health systems, ensuring the health and satisfaction of customer relationships. Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. Serve as the Customer's primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction. Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction. Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client leads and executives/C-suite. Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations. Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm. Promotes adoption of InstaMed's solutions across your territory by identifying or promoting opportunities where InstaMed can offer value. Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner. Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer. Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth. Demonstrate a thorough understanding of InstaMed solutions, products and processes. Demonstrate a thorough understanding of customers EHR systems, and how InstaMed supports and integrates with systems Required qualifications, capabilities, and skills 5 + years of proven success in a revenue-generating role 5 + years of experience within healthcare, health-tech, and merchant services Excellent people skills and ability to build relationships with customers. Sound judgment in setting customer expectations and managing sensitive customer situations. Excellent organizational skills in daily task management and follow-ups. Influence without direct authority Displays strong analytical and problem-solving skills. Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items. Travel 25% Preferred qualifications, capabilities, and skills Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience. Bachelor's degree or higher Prior work experience in healthcare payment processing Demonstrates knowledge of healthcare patient accounting systems / practice management systems FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Account Manager - Client Services Search Firm: Riam Recruiting Travel: Up to 30% (primarily Northern California & Arizona) Compensation: $80,000 - $90,000 base salary About the Opportunity Riam Recruiting has partnered with a well-established member-focused organization that provides comprehensive benefits and services to the agricultural and allied industries. This is not an insurance company, but it operates with the same level of professionalism, compliance, and client service as one. The Account Manager will play a vital role in supporting employer groups, ensuring seamless benefits administration, resolving escalated issues, and building strong, long-term client relationships. The position is ideal for a licensed insurance professional who thrives in a collaborative yet autonomous environment, values accountability, and is energized by both service and strategy. Key Responsibilities Manage a portfolio of ~200 employer accounts, serving as the primary point of contact for client services. Coordinate renewals, including plan changes, contribution strategy adjustments, and management transitions. Conduct benefit presentations and open enrollment meetings for employer groups. Provide education to members and service representatives on plan features and address their inquiries. Oversee onboarding of new business (welcome communications, ID card distribution, billing coordination). Resolve escalated service, claims, or operational issues with diplomacy and professionalism. Support special campaigns, departmental communications, and member ambassador programs. Track renewal forms, documentation, and account compliance. Collaborate closely with field service reps, underwriting, claims, and internal operations teams. Participate in a weekly in-office collaboration day (Thursdays). Qualifications Life & Health Insurance license required Bilingual in Spanish preferred 3-5 years of experience in healthcare, health plan administration, or insurance client services Bachelor's degree preferred (experience may substitute for education) Proficient in Microsoft Office Suite, Teams, and related communication platforms Excellent relationship management skills with proven ability to handle difficult client conversations diplomatically Strong organizational skills with high accountability and follow-through Comfortable with travel up to 30% What Makes You a Strong Fit Accountable: Self-starter who owns responsibilities and delivers results Relationship-Oriented: Seeks to understand client needs and dynamics Strategic Thinker: Connects dots, identifies risks and opportunities, asks “why” Intentional: Thoughtful, measured approach to work and communication Clear Communicator: Strong verbal, written, and presentation skills Curious & Growth-Minded: Eager to learn, invest in skills, and adapt Perceptive: Self-aware and sensitive to different work styles and client dynamics Collaborative but Assertive: Works well with a team while confidently managing challenging client conversations Why Join? This is a unique opportunity to work in a small, high-impact team (about five people) where you'll be trusted to manage meaningful client relationships, gain deep exposure to health benefits administration, and grow into a trusted advisor role. You'll begin with 30-60 days of shadowing and training before assuming your own accounts, with leadership eager to move the right candidate forward quickly. If you believe this opportunity would be a good fit and would like to learn more, we look forward to receiving your application. Sincerest Regards, Riam Recruiting

If you are passionate about healthcare technology, supporting the needs of your customers, and have a strong desire to be a client-facing strategic account leader, we would love to speak with you about joining our team. As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship Management team. You will be responsible for managing and growing relationships with some of the largest and most prestigious healthcare customers. In this position you will have the opportunity to directly impact revenue retention and revenue growth. You are a self-motivated, proactive, results-oriented candidate who wants to excel and learn in an open, professional, and team-oriented environment. Job Responsibilities Manage large, high profile health systems, ensuring the health and satisfaction of customer relationships. Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. Serve as the Customer's primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction. Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction. Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client leads and executives/C-suite. Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations. Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm. Promotes adoption of InstaMed's solutions across your territory by identifying or promoting opportunities where InstaMed can offer value. Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner. Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer. Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth. Demonstrate a thorough understanding of InstaMed solutions, products and processes. Demonstrate a thorough understanding of customers EHR systems, and how InstaMed supports and integrates with systems Required qualifications, capabilities, and skills 5 + years of proven success in a revenue-generating role 5 + years of experience within healthcare, health-tech, and merchant services Excellent people skills and ability to build relationships with customers. Sound judgment in setting customer expectations and managing sensitive customer situations. Excellent organizational skills in daily task management and follow-ups. Influence without direct authority Displays strong analytical and problem-solving skills. Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items. Travel 25% Preferred qualifications, capabilities, and skills Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience. Bachelor's degree or higher Prior work experience in healthcare payment processing Demonstrates knowledge of healthcare patient accounting systems / practice management systems FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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