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  • Director, Client Service Manager- Insurance

    Barings LLC

    Customer success manager job in Boston, MA

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.Title: Director, Client Service Manager- InsuranceBusiness Unit: Client ExperienceLocation: Boston, MABarings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.***Job Summary***We are seeking a senior Client Service Manager with experience **supporting institutional insurance clients**. This individual will serve as a trusted partner and primary point of contact, responsible for the successful resolution of day‑to‑day administrative and operational client needs while working closely with Distribution, Operations, Legal/Compliance, Investment, and other internal teams to ensure exceptional end‑to‑end service delivery.Success in this role requires strong relationship management capabilities, excellent cross‑functional collaboration skills, and a working understanding of U.S. insurers' complex regulatory and reporting requirements. The ideal candidate brings a client‑first mindset, a proactive approach to issue resolution, and the ability to anticipate client needs while identifying service enhancements that strengthen Barings' value proposition.***Primary Responsibilities**** Partner with the Client Onboarding team and cross functional stakeholders to ensure a smooth and efficient onboarding experience for new clients, staying closely informed of progress and acting as a point of escalation to resolve issues promptly.* Develop and maintain a strong understanding of assigned clients and work closely with internal partners to deliver superior service while proactively identifying opportunities to enhance the client experience and strengthen the relationship.* Manage and coordinate resolution of complex client inquiries, including topics related to accounting, regulatory reporting, performance, cash flow activity, legal documentation, and other operational processes.* Maintain updated client data, interactions, and service records in CRM application Client360, ensuring transparent internal communication and alignment with broader client relationship team on issues, opportunities and developments.* Deliver client communications related to key events, reporting updates, product enhancements, operational changes, firm announcements, webinar invitations, and other strategic communications while partnering with Distribution, Investments, Product, Marketing, Legal, and Compliance on appropriate messaging and delivery.* Attend agreed client meetings virtually and in person, coordinating the agenda and materials, hosting discussions, and leading on takeaways as agreed with distribution and investment teams. Coordinate, prepare materials, and host operational due diligence meetings.* Maintain proactive, ongoing dialogue with clients, sharing regular updates on the firm's progress, strategic initiatives, and other organizational developments.* Contribute to strategic initiatives and projects aimed at improving the overall client experience, and provide support across Barings' broader U.S. (and, in unique cases, global) client base as part of a collaborative Client Experience team.***Qualifications**** 10+ years of experience in asset management, insurance asset management, institutional client service, or management consulting supporting financial services.* Demonstrated experience servicing segregated accounts for large institutional client relationships* Demonstrates high emotional intelligence, with the ability to build trust, navigate sensitive situations thoughtfully, and engage with clients and colleagues in an empathetic, solutions oriented manner.* Understanding of insurance reporting conventions and operating models.* Basic technical knowledge of fixed income, multi asset, and alternative strategies* Proven ability to coordinate effectively across cross functional teams and address complex client servicing needs timely and accurately.* Excellent written and verbal communication skills, with the ability to simplify complex investment, operational, and reporting concepts for various internal and external audiences.* Proficient in Excel, PowerPoint, and Word; experience with CRM tools (Salesforce) preferred.* Highly organized, detail oriented, and effective at managing competing priorities under deadline pressure.Base Salary Range: $95,000- $115,000, in addition to performance based incentive program.#LI-JS1**Requisite Skills****Additional Skills***Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.****Barings offers a comprehensive benefits package including:*****CORE BENEFITS & WELLNESS*** Medical (including Virtual Care), Prescription, Dental, and Vision Coverage* Fitness Center Reimbursement Program (Including Online Memberships)* Employee Assistance Program (EAP)* Fertility Benefits**FINANCIAL WELL-BEING*** Highly competitive 401(k) Plan with Company Match* Health Savings Account (HSA) with Company Contributions* Flexible Spending Accounts (FSA) - Health Care & Dependent Care* Retirement Health Reimbursement Account**LIFE INSURANCE*** Basic and Supplemental Life Insurance* Spouse and Child Life Insurance**TIME OFF, DISABILITY AND LEAVE OF ABSENCE*** Paid Vacation, Sick Days and Annual Holidays* Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)* Short and Long Term Disability Plans* Paid Volunteer Time**OTHER BENEFITS*** Education Assistance Program* Charitable Matching Gifts Program* Commuter Reimbursement Program* Adoption and Surrogacy Reimbursement Program #J-18808-Ljbffr
    $95k-115k yearly 4d ago
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  • Founding Client Executive

    Hikemedical

    Customer success manager job in Boston, MA

    About Hike Medical Hike Medical is reinventing musculoskeletal care, starting with feet. Our proprietary AI-vision platform turns a 30 second web-based (no sensors) foot scan into precision engineered, 3D-printed insoles that prevent pain before it starts. We're already protecting on-their-feet workforces at Fortune 50 leaders, major health systems, and middle America manufacturers. Fresh off a stealthy round with top tier VCs, we run a fast, no BS, execution-first culture out of Boston's Seaport as we sprint toward $100M ARR and standing with 10M Americans as they step into their shoes daily. First and only PDAC-approved 3D printed custom insole in the world 🌎 3 proprietary AI models that power the experience Two products: one for employers & health plans, one for clinics - creating a virtuous cycle of clinician-labeled data Expanded care access to 100,000+ Americans to date 10x'd revenue from 2023 to 2024 and on track to do the same in 2025; profitable month-over-month The Opportunity You'll be Hike's first Customer Success Leader and first full-time hire fully dedicated to owning the post-sale customer lifecycle. You'll lead our largest and most complex relationships across employers, healthcare institutions, and major ecosystem partners, making sure they launch successfully, see real outcomes, and grow with us. This role is an opportunity to manage a high-profile portfolio of our most important customers at any time, act as their go-to partner, and build the systems and rhythms that define Customer Success at Hike. This role is perfect for someone who is: Energized by large-scale enterprises and complex, multi-stakeholder engagements Extremely sociable and loves being in the middle of customer conversations Highly organized (ideally the most organized person on their current team) and thrives when there's a lot at stake You'll work closely with the leadership team, Sales, Operations, Product, and be a core driver of revenue retention and expansion. What We're Looking For These are not hard-and-fast requirements, we care more about crisp execution and ownership than checking every box. 6-10+ years in Customer Success, Account Management, or client-facing consulting Healthcare, employer benefits, MSK, occupational health, or med-device experience Experience working with large enterprises and complex programs (e.g., Fortune 100 employers, major health systems, large manufacturers) Proven ability to concurrently manage many high-profile accounts in a high-pressure environment Track record of driving adoption, renewals, and expansion in an existing book of business Exceptionally strong relationship-building and communication skills, from operators to C-suite Extremely sociable and comfortable leading customer meetings, workshops, and QBRs Highly organized with a strong system for keeping projects, stakeholders, and actions on track Experience partnering with Sales, Operations, Product, and Support On-site in Boston, five days a week Nice-to-Haves Background in digital health benefits or tech-enabled physical products Experience in venture-backed or high-growth early/growth-stage companies Exposure to building or scaling CS processes and tooling (e.g., HubSpot) Experience with complex implementations or rollouts across distributed workforces Primary Responsibilities Customer Ownership: Act as the primary point of contact for our key customers to help build deep, trust-based relationships and ensure the success of the partnerships. Manage multiple complex engagements at once with tight project plans, clear communication, and zero dropped balls. Onboarding & Launch: Lead end-to-end onboarding and rollout plans, coordinating with internal teams to ensure smooth deployment and strong early adoption. Adoption, Outcomes & Renewal: Track and report on statuses of customer relationships and and proactively drive renewal and expansion opportunities. Communicate Customer Sentiment Internally: Synthesize and share customer feedback with management team, Product, Operations, and Commercial teams to shape roadmap and focus on continuously improving the experience. Systems & Scale: Help build best-in-class playbooks, processes, and reporting that allow Customer Success at Hike to effectively scale with the business. Escalation Leadership: Own high-pressure escalations, coordinate cross-functional response, and turn issues into long-term improvements. What You'll Get Competitive cash compensation + equity Full medical, dental, and vision coverage $15K relocation bonus if needed The opportunity to build Customer Success from the ground up at a category-defining company Daily collaboration with the founding team and senior leadership Free custom insoles (of course…) #J-18808-Ljbffr
    $102k-190k yearly est. 4d ago
  • Strategic M&A Due Diligence Manager

    Price Waterhouse Coopers 4.5company rating

    Customer success manager job in Boston, MA

    A global consulting firm in Boston is seeking a Manager for its Acquisition Advisory team. This role involves managing client service accounts, supervising teams, and leading engagement workstreams. Ideal candidates will possess a Bachelor's Degree, 5 years of relevant experience, and an active CPA or equivalent credential. The position offers a salary range of $99,000 to $232,000, along with comprehensive benefits and an annual discretionary bonus. #J-18808-Ljbffr
    $73k-95k yearly est. 2d ago
  • Manager, Strategic Accounts - Shockwave Medical (Boston, MA/CT)

    Johnson & Johnson 4.7company rating

    Customer success manager job in Boston, MA

    Job Function MedTech Sales Job Sub Function Clinical Sales - Hospital/Hospital Systems (Commission) Job Category Professional All Job Posting Locations Boston, Massachusetts, United States of America, Connecticut (Any City) Job Description Johnson & Johnson is hiring for a Manager, Strategic Accounts for Shockwave Medical Inc. located in Boston, MA and Connecticut. At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at ******************* At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at *******************/. Fueled by innovation at the intersection of biology and technology, we're developing the next generation of smarter, less invasive, more personalized treatments. Ready to join a team that's pioneering the development and commercialization of Intravascular Lithotripsy (IVL) to treat complex calcified cardiovascular disease. Our Shockwave Medical portfolio aims to establish a new standard of care for medical device treatment of atherosclerotic cardiovascular disease through its differentiated and proprietary local delivery of sonic pressure waves for the treatment of calcified plaque. Position Overview The Manager, Strategic Account drives business growth through developing strategically aligned relationships with customers while providing leadership across customer teams and projects. Establishes and implements cost-effective, results-based, and professionally managed programs and innovative initiatives for the organization and delivers impactful business insights to solidify our competitive advantage. Essential Job Functions Build and maintain positive, long‑term relationships with key individuals at the hospital level customers. Execute initiatives pulling strategy from IDN level to hospital/account level. Drive innovative solutions and partnerships within targeted accounts and customers. Work with sales leaders and sales teams to increase prospects and drive closure of opportunities. Help navigate VAC approval process for new products and influence VAC members Anticipate customer needs, marketplace evolutions and competitive threats. Partner closely and collaboratively with the cross functional team for the overall strategy, the marketing content creation and the external tactics. Partner closely and collaboratively with the cross functional team for the overall strategy, the marketing content creation and the external tactics. Effectively manage multiple priorities to support and assist advancing business strategies Effectively identifies, engages, and manages relationships with influential individuals in the cardiovascular interventional space and fosters long‑term strategic partnerships. Measure and assess the impact of KOLs engagements and convey results to cross‑functional teams to further refine market access strategies. Articulate the complete value proposition (clinical, reimbursement, health economics, and pricing) of Shockwave Medical to Key Strategic Accounts. Demonstrate in‑depth product knowledge, and ability to speak clinically to physicians at a high level. Maintain company standards involving ethical and moral character while professionally representing the company. Comply with all corporate compliance, FDA, medical device, quality standards and ethics. Other duties as assigned. Qualifications Bachelor's Degree or equivalent experience. Minimum 5 years of sales experience as territory manager in medical devices (cardiovascular interventional space preferred). Successful Sales experience in catheter technology with occlusive vascular disease, endovascular, atherectomy, stent, coronary sales experience with peripheral influence preferred but not required. Working knowledge of contracting process and in‑depth knowledge of VAC process. Thorough knowledge and understanding of sales applications and principles. Strong influencing skills to represent the needs of internal and external stakeholders. Strong judgment and balanced decision‑making. Capable of independently managing time and resources, within the assigned strategic accounts in conjunction with near‑term plans to further business goals. Must not be debarred by FDA for work in any Medical Device business. Ability to work in a fast‑paced environment while managing multiple priorities. Must have a valid driver's license. Up to 50% domestic travel is required. Operate as a team and/or independently while demonstrating flexibility to changing requirements. There may be continuous sitting for prolonged periods (more than 2 consecutive hours in an 8‑hour day) Pay Transparency Additional Information: The base pay for this position is $155,000. The Company maintains a highly competitive sales incentive compensation program. Under current guidelines, this position is eligible for participation in this program in accordance with the terms of the applicable plan. This position is eligible for a car allowance through the Company's Fleet program Employees and/or eligible dependents may be eligible to participate in the following Company sponsored employee benefit programs: medical, dental, vision, life insurance, short‑ and long‑term disability, business accident insurance, and group legal insurance. Employees may be eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)). Employees are eligible for the following time off benefits: Vacation - up to 120 hours per calendar year Sick time - up to 40 hours per calendar year; for employees who reside in the State of Washington - up to 56 hours per calendar year Holiday pay, including Floating Holidays - up to 13 days per calendar year Work, Personal and Family Time - up to 40 hours per calendar year Additional information can be found through the link below. ********************************************* The compensation and benefits information set forth in this posting applies to candidates hired in the United States. Candidates hired outside the United States will be eligible for compensation and benefits in accordance with their local market. Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. Johnson and Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, please email the Employee Health Support Center (********************************) or contact AskGS to be directed to your accommodation resource. Required Skills Preferred Skills The anticipated base pay range for this position is : $155,000 #J-18808-Ljbffr
    $155k yearly 1d ago
  • Head of EMEA and APAC Client Solutions-Investment Management, Alternatives

    Cambridge Associates LLC 4.8company rating

    Customer success manager job in Boston, MA

    Head of EMEA and APAC Client Solutions-Investment Management, Alternatives page is loaded## Head of EMEA and APAC Client Solutions-Investment Management, Alternativeslocations: London: Zurichtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR0000056**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Position Overview: The Head of EMEA and APAC Client Solutions is a strategic leadership role and a key member of the Global Client Solutions Leadership team. This individual is responsible for driving revenue growth and market expansion and overseeing client engagement efforts in the EMEA and APAC regions. This role leads the development and implementation of business develop strategies together with practice leadership and manages teams responsible for all phases of the prospect and client journey in the regions. They will work closely with the Global Client Solutions team to ensure a seamless client experience and contribute to the development of new client opportunities.**Job Description:****Key Responsibilities:****Strategic Leadership & Revenue Growth:*** Develop and implement the regional business development and client engagement strategy in alignment with global objectives.* Work with the EMEA and APAC GCS team and Sales Operations to identify areas of development and growth ensuring alignment with the company's growth and client service goals.* Foster a culture of excellence, collaboration, and innovation within the team.**Client Engagement:*** Establish and maintain a robust client engagement framework with appropriate resources across practice areas to enhance the client experience throughout the client life cycle.* Collaborate with investment teams, PIM, CIT and Legal & Compliance to ensure client-centric solutions and services.**Business Development & Market Expansion:*** Lead all pipeline-building activities, including lead generation, qualification, and conversion strategies within the EMEA and APAC regions.* Identify and pursue new market opportunities, emerging client segments, and innovative business channels.* Foster and manage strategic partnerships to enhance market reach and drive business growth**Operational Excellence:*** Streamline regional operations in collaboration with marketing, onboarding, and investment teams.* Champion a data-driven approach to improve processes and client outcomes.**Collaboration & Communication:*** Work closely with the Global Head of Client Solutions, sales operations, regional marketing and regional practice heads to ensure alignment and consistency in client solutions while retaining regional nuance and regulatory awareness.* Communicate effectively with internal and external stakeholders to promote the company's vision and objectives.**Qualifications:*** Bachelor's degree in Business, Finance, Marketing, or a related field; MBA or advanced degree preferred.* 15+ years of progressive experience leading a senior sales or client engagement function within the financial services industry with a data-driven culture.* Strong leadership skills with a track record of building and managing high-performing teams.* Excellent strategic thinking and problem-solving abilities.* Demonstrated ability to drive growth and innovation in a competitive market.* Strong communication and interpersonal skills.* Ability to work collaboratively across global teams and functions.* Multilingual preferred**Reporting Line:**This role reports directly to the Global Head of Client Solutions.Employees of Cambridge Associates Ltd. or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd. Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates Ltd. or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact. #J-18808-Ljbffr
    $131k-172k yearly est. 1d ago
  • Engagement Manager: Strategy, AI & Transformation

    National African-American Insurance Association (Naaia

    Customer success manager job in Boston, MA

    A global management consulting firm is seeking an Engagement Manager in Boston. The role involves leading client projects, managing teams, and delivering strategic solutions. Candidates should have 4-7 years of strategy consulting experience and strong analytical skills. The position offers a base salary of $225,000 to $240,000 with potential performance-based incentives. Applicants must have unrestricted U.S. work authorization and be willing to travel internationally. #J-18808-Ljbffr
    $225k-240k yearly 5d ago
  • Head of Intermediary Relationship Management

    Soteria Reinsurance Ltd.

    Customer success manager job in Boston, MA

    Head of Intermediary Relationship Management page is loaded## Head of Intermediary Relationship Managementlocations: Smithfield, RI: Boston, MAtime type: Full timeposted on: Posted Todayjob requisition id: 2120516## ## Job Description:**SVP, Head of Relationship Management (IICG)**The SVP, Head of Relationship Management will be responsible for setting a clear vision for the Intermediary Investment Client Group (IICG) Relationship Management function and driving its evolution to meet the firm's long-term growth objectives. The IICG organization is responsible for over $1.8B in revenues to Fidelity Institutional. This leader will shape the broader Relationship Manager (RM) strategy, lead transformational change, and ensure operational excellence while strengthening client relationships and delivering measurable impact. This position will report directly to the Head of Intermediary Investment Client Group (IICG).**Job Responsibilities*** Define and execute a strategic vision for the Relationship Management function aligned with IICG organizational goals and initiatives to drive growth, profitability, home office engagement, client satisfaction and retention* Lead significant organizational change of firm coverage, behaviors, KPI's, and data capabilities to transform operational and client engagement model.* Drives executive leadership engagement both internally and externally to support development and growth with distributor firms* Deep understanding of client business models, evaluating key aspects of their business, and leveraging practice management and discovery tools and best practices to develop the overall Fidelity relationship.* Establish metrics and scorecards to monitor engagement effectiveness and overall business impact ensuring operational rigor across client interactions and behavioral change.* Aligns Fidelity and trusted third-party resources to meet client business needs* Mitigates risk to Fidelity and our clients (e.g., key policy awareness and compliance, looking for potential watch outs on firm practices, and collaborating with our internal partners to raise data concerns).* Oversees strategy among RM and Key Account Managers (KAM) strategic accounts to drive client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.* Cultivates collaborative relationships with key internal business partners.**Industry Expertise:*** Bachelor's degree required, MBA or other advanced degree preferred* 15+ years of successful sales or relationship management experience in a financial services industry* Institutional client management and growth experience required; strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets* A thorough understanding of the industry, financial markets, and competitive landscape* Prior leadership experience* Series 7 and 63 licenses required**The Skills Required:*** Proven success in building and leading an institutional relationship management team and driving home office engagements, net flows, and business growth* Proven track record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses* Strong revenue management and overall financial acumen* Leadership, coaching, and career development skills with a tenured team of professionals* Proven leadership skills, particular on teams in face-paced, collaborative environments* Ability to work in ambiguity and set tone and pace for peers and team* Proven risk-management and problem resolution skills* Ability to recognize process inefficiency and recommend improvement opportunities.* Connecting the team and each associate to the broader organization and driving collaboration* Using sound judgement and leading through change* Driving innovation through curiosity and comprehensive understanding of business processes and challenges* Demonstrate strong investment competence across all asset classes and exceptional communication skills* Ability to interact effectively with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management and distribution)* Demonstrate an in-depth understanding of portfolio construction and platform solutions (Advisory & Brokerage) at leading wealth management firms* Ability to travel up to 50%The base salary range for this position is $185,000-$400,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.We offer a wide range of to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.## ## Certifications:## ## Category:## Relationship Management #J-18808-Ljbffr
    $76k-114k yearly est. 4d ago
  • Engagement Manager

    Atlantic-ACM

    Customer success manager job in Boston, MA

    ATLANTIC-ACM is a leading Telecom and Technology advisory firm with 30+ years of expertise. We advise some of the world's largest telecom operators, infrastructure providers, and financial investors, supporting strategic decision-making and major asset transactions across the telecom ecosystem. If you are passionate about data-driven insights, complex problem-solving, and shaping strategic initiatives in a fast-evolving industry, we'd love to hear from you. The Role ATLANTIC-ACM is seeking an Engagement Manager to lead client projects from start to finish, deliver high-impact insights, and guide junior team members. The ideal candidate combines strong research, analytical, and problem-solving skills with excellent communication and leadership abilities. Requirements 4-7 years of experience in consulting, strategy, analytics, or a related professional services role Bachelor's or Master's degree with a strong academic record from a top-tier university M.B.A. or equivalent professional experience preferred Experience leading project teams and managing client deliverables Strong analytical skills, with experience in quantitative research and excel modeling Excellent client communication and presentation skills, both verbal and written Intellectual curiosity and interest in the Technology, Media, and Telecommunications (TMT) sector What You'll Be Doing At ATLANTIC-ACM, Engagement Managers perform the following essential tasks: Client & Team Leadership Proactivity: Identify, qualify, and support business development opportunities and identify opportunities to enhance the value and impact of client deliverables People Management: Lead project teams to improve effectiveness and efficiency, ensuring cohesive and high-quality outputs Professionalism: Serve as the primary point of contact for client working teams and represent the firm professionally at industry conferences and events Organization & Execution: Own day-to-day project execution, balancing timelines, priorities, and resources across workstreams Manage competing priorities and adapt to shifting project requirements Develop clear and compelling storylines for client deliverables, ensuring all key questions outlined in the Statement of Work are addressed Present core analytical findings and interview insights during internal and client-facing discussions Problem Solving: Guide teams through structured problem-solving approaches to reach actionable solutions Provide an emerging point of view by synthesizing findings into clear implications and recommendations Research & Quantitative Analysis: Lead the design and execution of analytical models addressing client business needs Oversee research plans, including primary interviews, secondary research, and data analysis Coach junior team members in quantitative methods, modeling, and research techniques Ensure analytical outputs are accurate, defensible, and decision-oriented What We're Looking For Successful Engagement Managers at ATLANTIC-ACM combine analytical depth with leadership presence and intellectual curiosity. Strong candidates typically demonstrate: Team Leadership: Experience collaborating effectively while developing leadership skills to guide and mentor analysts Project & Time Management: Capability to manage multiple projects simultaneously and meet strict deadlines Exceptional Communication: Strong written and verbal skills to deliver insights clearly and concisely Self-Motivation & Drive: A proactive approach, strong work ethic, and the ability to take ownership of responsibilities Intellectual Curiosity: Interest in telecom and technology industries Creative Research Skills: Ability to source critical information and identify key inputs for project workstreams Benefits Growth-oriented culture: Clear career paths, mentoring, frequent feedback, and rapid responsibility growth Professional development: Exposure to industry conferences, webinars, advanced financial modeling, client presentations, and technical tools (e.g., GIS, Tableau, SQL) Early client impact: Direct interaction with senior client stakeholders and decision-makers Collaborative environment: Weekly team lunches, social events, and regular outings Work-life balance: Sustainable expectations in a high-performance consulting environment Flexible work model: Hybrid working arrangement Competitive benefits: Health insurance, 401(k), paid holidays, and flexible vacation policy Prime location: Easily accessible downtown Boston office Location: Boston, MA Compensation: $134K (Base Salary); $150K-$200K (Base Salary + Bonus) Why Join ATLANTIC-ACM Working at ATLANTIC-ACM gives you broad exposure to the rapidly transforming telecom industry and related business strategies. You will work across service and infrastructure initiatives in wireline, wireless, data center, and cloud enablement to help telecom operators run their business and Private Equity investors acquire new assets, helping shape the evolving landscape of digital communications. Beyond the work itself, ATLANTIC-ACM offers a culture defined by excellence, collaboration, ownership, and creativity. We are a small, high-impact firm that values intellectual rigor, transparency, and initiative, while maintaining a sustainable approach to work and life. Team members are encouraged to take responsibility early, think creatively, and continuously raise the bar, for themselves, their teammates, and our clients. At ATLANTIC-ACM, you will: Advance quickly based on performance and impact, not tenure Work closely with senior leaders and clients from day one Grow your skills through hands-on project ownership, mentoring, and formal development opportunities Contribute to an evolving, entrepreneurial firm where new ideas are welcomed and acted upon Join us to build a career that reflects your ambitions, make a tangible impact in a critical industry, and help shape the continued growth of a highly competitive firm!
    $150k-200k yearly 1d ago
  • Associate Engagement Manager (AEM)

    Axiomhcs

    Customer success manager job in Boston, MA

    Associate Engagement Manager break down complex problems into discrete tasks, identifying the key aspects of a problem and directing the focus of junior consultants to those elements. You will effectively plan and execute analysis as well as identify the core issues in complex analyses in order to be able to craft suitable recommendations. You'll work side by side with clients and your project team members to move projects forward and manage small teams to get the work done. Clients and colleagues look to Associates for unique insight into the subject area which they have chosen. Summary of Responsibilities Summary of Responsibilities Oversee the overall project, with ultimate responsibility for success or failure of the Mentor and manage teams of younger consultants to deliver project on time, on budget as well as QA work done by the team. Ensure that client communications are ready to facilitate decision making, communicate status, mitigate risk, or resolve issues Responsible for ensuring deadlines are met and workstreams are completed, specifically, taking over for a team member if they are unable to finish the task Assist EM in the creation of project related deliverables such as project plans, implementation plans, communication plans, and financial models Work closely with an EM to reduce project risk Work closely with members of Axiom as well as our clients to quickly establish highly functioning joint project teams Complete primary and secondary research to drive to critical insights Client delivery assurance: collaborate with all delivery stakeholders involved to ensure fulfilment of all commitments to the client Fully independent or have a leadership role on larger or more strategic projects Understand and gain alignment on client expectations and write and manage scopes that deliver on these expectations. Able to run a DAS disease overview project with a team of two analysts Have difficult conversations with teammates and are responsible for relaying both positive and negative feedback Ability to pivot at a moment's notice to take a leadership role in a new project or to present to clients when an EM is unable to be present. Able to Identify team strengths and issues; drive and develop better behavior to create more effective consultants KOL & Team Relationship Work directly with clients to implement processes and technology that support business value and process efficiency across business and technical functions Facilitate client workshops focused on future state of the Healthcare Industry, design future state business process and requirements Support detailed requirements gathering Axiom Investment Assist EM with understanding of business needs and requirements and help turn those goals into concrete projects and detailed proposals Contribute ideas and expertise for go-to-market strategy; help EM to execute business development campaigns Participate in the business development process by appropriately writing SOWs, proposals, and pricing projects Participate in the practice development process in the development of tools, methodologies and techniques used by Axiom on client assignments. Desired Qualifications PHD in Life Science or equivalent Prior consulting project leadership experience preferred 5 + years of hands-on experience as a project manager leading business and technology strategy projects or equivalent Knowledge and experience with complex business systems integration and technology transformation, custom design and development, database design, and data management Experience with healthcare-specific systems a plus Experience working in a fast-paced, collaborative, and team-based project environment Ability to lead and mentor other team members or developers while leading projects Excellent leadership, organizational, verbal, and written communication skills to communicate technical concepts to non-technical businesspeople Compensation and Benefits Salary: Competitive compensation package isoffered depending on the individual's education, experience and expertise Benefits: Wide range of benefits including health insurance and hybrid-work model are offered to ensure the wellbeing of our team members Development: Robust mentorship program is designed to ensure new and tenured hires have opportunities to improve their consulting and professional skillset #J-18808-Ljbffr
    $100k-139k yearly est. 5d ago
  • Biopharma Strategy Engagement Manager | Growth & Leadership

    Lumanity

    Customer success manager job in Boston, MA

    A global strategy consulting firm is seeking an Engagement Manager to lead project teams and work closely with biopharma clients. In this role, you will manage concurrent projects, develop client relationships, and contribute to business development efforts. An advanced degree in life sciences and substantial consulting experience are essential. This role offers a competitive salary and comprehensive benefits including medical insurance, 401(k) with employer match, and flexible paid time off. #J-18808-Ljbffr
    $100k-139k yearly est. 2d ago
  • Director, Client Executive

    The Bank of New York Mellon 4.4company rating

    Customer success manager job in Boston, MA

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Client Executive to join our Asset Owners team in the Americas. This role is located in New York City, Boston, MA or Los Angeles, CA. In this role, you'll make an impact in the following ways: Serve as a Client Account Lead responsible for the commercial health (profitability, cross-sell) for a number of existing relationships, representing approx. $25 to 50m annualized revenue Identify and lead new client acquisitions, including prospecting across the enterprise and externally Be a leader of Asset Servicing Client Coverage in the NY or LA office, facilitating senior executive engagement with clients Continue to build BNY's presence through participation in events, industry forums, and conferences To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 10-12 years of professional experience, preferably in client management roles with commercial accountability for top line growth is required Financial services experience with strong preference towards relevant experience in asset servicing, custody, securities services relevant experience Proven ability to capture wallet share through proactive client management practices Experience developing new relationships with prospective clients through to conversion Ability to rally the broader organization to solve complex problems and meet the expectation of our clients At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $127,000 and $250,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
    $127k-250k yearly 2d ago
  • Engagement Manager - US East

    Cradle 4.0company rating

    Customer success manager job in Boston, MA

    This is Cradle Proteins are the molecular machines of life, used for many therapeutic, diagnostic, chemical, agricultural and food applications. Designing and optimizing proteins takes a lot of expert knowledge and manual effort, through the use of custom computational and biological tools. Machine learning is revolutionising this space, by enabling high-fidelity protein models. At Cradle, we offer a software platform for AI-guided discovery and optimization of proteins, so that biologists can design proteins faster and at scale. We are already used by clients across pharma, biotech, agritech, foodtech, and academia. We're an experienced team of roughly 60 people. We've built many successful products before and have enough funding for multiple years of runway. We are distributed across two main locations, Zurich and Amsterdam, and are focused on building the best possible team culture. We offer our employees a very competitive salary, a generous equity stake (for full time employees) in the company and a wide range of benefits and career progression opportunities. Your Role As an Engagement Manager within our Customer Success team, you'll ensure that Cradle's largest customers achieve success across their entire protein R&D portfolio. While your Scientific Advisor peers drive success at the project level, you will own success at the portfolio level - building deep relationships with senior stakeholders, aligning on portfolio success metrics, and ensuring our software and services deliver measurable value across departments and programs. You'll serve as a trusted partner to senior leaders in global biopharma and industrial biotech companies, guiding strategic planning, adoption, and expansion of Cradle's platform. Working closely with Scientific Advisors, Account Executives, and Product teams, you'll translate Cradle's scientific impact into business outcomes and long-term partnerships. Your ResponsibilitiesStrategic Account Leadership Oversee post-sale success across global biotech and pharma customers, from initial onboarding to long-term, broad adoption. Define and track portfolio-level success metrics and ROI, presenting progress to senior customer stakeholders. Establish and lead steering committees to align stakeholders and ensure Cradle delivers measurable impact. Understand customer budget cycles, licensing models, and R&D roadmaps to identify timely opportunities for growth and renewals. Partner with Account Executives to expand Cradle's footprint across new business units and therapeutic areas. Program and Relationship Management Coordinate with Scientific Advisors to ensure smooth project initiation, resource allocation, and execution within licensed project slots. Manage multi-workstream engagements, ensuring alignment across Science, Product, and ML teams. Inspire and lead your cross-functional Cradle team to deliver seven star customer experiences. Act as the primary escalation and coordination point for enterprise accounts. Customer Experience and Voice of Customer Solicit, capture and communicate customer feedback, driving improvements in Cradle's product and service delivery. Partner with Product and Machine Learning Research teams to align customer strategic priorities and Cradle's roadmap. Design and co-create training and education initiatives that empower scientists to succeed on the Cradle Platform. You will advocate for Cradle's customers internally without losing sight of the delivery efficiency and interests of the Cradle team. Your QualificationsMust-haves Deep understanding of biopharma R&D workflows and the ability to confidently engage with executive stakeholders as well as experimental and computational scientists. 5-7+ years in enterprise client-facing roles (program management, consulting, or customer success) ideally in Life Sciences. Proven ability to lead complex, multi-stakeholder programs and drive measurable ROI. Strong relationship-building, executive presence, crisp communication, and excellent organizational skills. Comfortable presenting scientific and business insights to internal and external cross-functional audiences. MSc or advanced degree in Molecular Biology, Biotechnology, Bioengineering, or a related field, or equivalent professional experience. Willingness to travel to- and work from customer sites (20% of the time). Nice-to-haves Experience managing enterprise SaaS deployments. Familiarity with services commercials (SOWs, budgeting, resourcing, and change orders). Experience with machine learning applications in life sciences or biotech. A notice about recruitment scams: Please be aware that scammers are posing as us in order to get your personal details or money. We only communicate *************** email addresses, we only make job offers after having met you in person at our office in Zurich or Amsterdam, and we never ask you to pay for anything during the interview process. #J-18808-Ljbffr
    $100k-126k yearly est. 2d ago
  • Pharmaceutical Account Manager

    Company If Confidential

    Customer success manager job in Nashua, NH

    At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for. Ready to take your career to the next level while doing work that truly matters? What You'll Do We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you. Grow territory performance through strategic planning and targeted customer engagement Meet and exceed sales goals while championing customer satisfaction. Deliver clear, compelling clinical messaging to multidisciplinary decision-makers Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems Navigate complex access and reimbursement landscapes across payer channels Stay ahead of market trends to identify new opportunities What You Bring A bachelor's degree (BA/BS) from an accredited institution 4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales Proven sales success and strong communication skills Proven success in meeting or exceeding sales targets Ability to quickly learn complex clinical information Experience in infusion, rare disease, specialty pharmacy, or neurology preferred Must possess a valid driver's license and be willing to travel throughout the assigned territory What Will Set You Apart Background in promoting specialty, rare disease or CNS products Strong analytical skills to leverage sales data for strategy A collaborative spirit and adaptability in fast-paced environments Exceptional communication, presentation, and negotiation skills A self-starter mindset with strong organizational skills Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan. Actual compensation may vary based on location, experience, and qualifications. Benefits include Paid time off (PTO) Health coverage (Medical, Dental, Vision) 401(k) with company match Company car. We are an equal opportunity employer workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. This posting is confidential; company details will be shared during later stages of the recruitment process.
    $47k-78k yearly est. 19h ago
  • Sales Manager- Patek Philippe

    KLR Executive Search Group LLC 4.2company rating

    Customer success manager job in Boston, MA

    About Long's Jewelers For more than a century, Long's Jewelers has been New England's premier destination for fine jewelry, luxury watches, and exceptional client experiences. Family-owned and operated with seven locations across Massachusetts and New Hampshire, Long's is proud to partner with the world's most prestigious brands, including Patek Philippe and Rolex. With a reputation built on trust, integrity, and lasting relationships, Long's offers a truly unique opportunity to be part of a legacy brand. The Opportunity Long's Jewelers is seeking a Sales Manager to lead the flagship Patek Philippe boutique on Newbury Street in Boston. This is a rare opportunity to represent one of the world's most exclusive watchmakers, guiding clients through an experience that is as much about heritage and artistry as it is about ownership. The Sales Manager will be entrusted with fostering meaningful client relationships, mentoring a talented team, and serving as a key ambassador for both Long's and Patek Philippe. Key Responsibilities Represent Patek Philippe with professionalism, discretion, and integrity. Build lasting relationships with high-net-worth clients, offering an exceptional and personalized experience. Lead, coach, and inspire the boutique sales team, cultivating a collaborative and high-performance culture. Partner with leadership to drive strategy, elevate client experiences, and grow the boutique's impact. Serve as a trusted liaison with Patek Philippe leadership in the U.S. and Geneva, bringing insights and training back to the team. Qualifications 5+ years of experience in luxury watches or fine jewelry; high-complication expertise strongly preferred. A proven track record of building and sustaining long-term client relationships. Experience leading and developing high-performing sales teams in a luxury retail environment. Strong organizational, analytical, and communication skills. A passion for horology and an eagerness to represent one of the most respected names in the industry.
    $119k-177k yearly est. 3d ago
  • Head of Customer Success and Support

    Onramp 2.8company rating

    Customer success manager job in Boston, MA

    OnRamp transforms B2B customer onboarding into a revenue driver. Our platform automates workflows, streamlines playbooks, and accelerates time-to-value, helping enterprises reduce onboarding time by up to 70%. Backed by leading investors (we just raised our $15M Series A) and trusted by Fortune 15 companies, we're redefining how companies bring new customers online. The Role As Head of Customer Success and Support at OnRamp, you will own all post-sales customer facing teams: Onboarding, Customer Success, Support, and Customer Education. You will play a pivotal role in shaping our direction and delivering results that drive our company success as part of a growing team. You will collaborate closely across all company functions to ensure cross-functional alignment with customer needs and business goals. Responsibilities Lead all aspects of our customer-facing post sales strategy, operations, and process development Own target attainment for NRR including both renewal and expansion quota. Manage a growing team of CSMs and Support staff, providing coaching, mentoring, and development Regularly engage and build executive level relationships with customers Collaborate with leadership across the company as required to align operations with our strategic initiatives and business plan Set quarterly CS team priorities by sequencing initiatives based on customer and revenue impact, and translate those priorities into scoped projects with clear owners, timelines, and success metrics Collaborate with Product and Engineering on customer escalation and ticket resolution process Collaborate with Product and Marketing on customer facing programs such as Beta Programs, Customer references and reviews, and Case-Study development Collaborate with Sales and Product Management to assess Enterprise prospect requirements and any service requirements resulting from those requirements Communicate customer needs and issues, as well as internal initiatives to relevant internal and external stakeholders, fostering transparency, buy-in and excitement Drive internal usage of the OnRamp platform in our own onboarding and customer lifecycle management Collaborate with Marketing to create and promote thought leadership content Qualifications and Experience Experience as a CSM in a B2B SaaS company Experience building and leading a growing team Experience with all post-sales SaaS functions Experience with SMB, Mid-Market, and Enterprise customers Strong analytical and problem-solving skills, with the ability to assess risks and make data-informed decisions. Exemplary communication and collaboration skills, with the ability to influence stakeholders and drive consensus. Proficiency with CRM (e.g., Salesforce, Hubspot) and popular productivity/workflow tools (e.g., JIRA) as well as familiarity and comfort supporting customer use of technical features such as integrations, webhooks, APIs, and similar technologies Strong process design skills Exceptional executive level customer facing communication, issue resolution, and expansion sales skills High comfort level with ambiguity and working on a small team in a fast moving environment. Why OnRamp Work directly with enterprise and mid-market clients, including Fortune 15 companies Join a high-growth SaaS company that just raised its $15M Series A led by top investors Be part of a collaborative, ownership-driven culture Highly competitive cash compensation, equity, and benefits Boston-based, 3+ days a week in-office OnRamp is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. OnRamp considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. OnRamp is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please don't hesitate to let us know.
    $77k-118k yearly est. Auto-Apply 54d ago
  • (Senior) Customer Success Manager, LATAM

    Linkedin 4.8company rating

    Customer success manager job in Boston, MA

    ABOUT TALON.ONE: Talon.One is the most powerful incentives engine that unifies loyalty, promotions and gamification into one holistic platform. Backed by enterprise-grade security and scalability, Talon.One empowers companies to build personalized, profitable promotions and loyalty programs using any data. Today, over 250 of the world's most-loved brands including Adidas, Sephora and Carlsberg work with Talon.One to drive deeper engagement and lasting loyalty with their customers. ABOUT US: Talon.One is the most powerful incentives engine that unifies loyalty, promotions and gamification into one holistic platform. Backed by enterprise-grade security and scalability, Talon.One empowers companies to build personalized, profitable promotions and loyalty programs using any data. Today, over 250 of the world's most-loved brands including Adidas, Sephora and Carlsberg work with Talon.One to drive deeper engagement and lasting loyalty with their customers. ABOUT THE ROLE: Following strong performance across 2025, we're expanding our team and hiring a (Senior) Customer Success Manager dedicated to our top LATAM accounts. In this role, you'll build trusted partnerships, drive thoughtful adoption, and translate customer insights into clear, actionable input for our internal teams. You'll connect customers' marketing priorities to our API-first platform, collaborate with technical stakeholders to resolve issues, and help shape scalable processes that elevate the customer experience. ABOUT THE TEAM: As a Senior Customer Success Manager at Talon.One, you'll join a highly collaborative group of CSMs and technical account managers who partner closely with Sales, Partnerships, Product, and Marketing. We operate as one team-sharing insights, aligning early and often, and supporting each other's growth. We're committed to building an inclusive, equitable environment because it's the right thing to do, and because diverse teams create better solutions for our customers and the industry. ONCE HERE, YOU WILL: Build strong, long-term relationships with customers to understand their goals and challenges, drive adoption, and share meaningful insights across Sales, Marketing, and Product Connect customers' marketing objectives with our API-driven product, translating technical configuration steps into clear, accessible guidance Partner with our technical operations team (customer integration engineers) and developers to support integrations and resolve technical questions Communicate effectively in both one-to-many and one-to-one settings, across technical and non-technical audiences, seniority levels, and global regions Document key customer information to strengthen internal visibility, develop training resources, and reduce support needs Manage retention and growth across your book of business, including renewals and expansion conversations Deliver ongoing strategic and business value to customers in every interaction WHAT YOU BRING TO THE TABLE: Fluent in Spanish and English, with the ability to communicate effectively with clients, partners, and internal teams across both languages. A genuine interest in technology and experience working with SaaS products and APIs. Established experience in customer success, account management, or another client-facing role. Experience partnering with a range of internal and external stakeholders, including marketing, developers, sales teams, and executives. An empathetic, solutions-oriented mindset with a focus on helping customers reach their goals. Comfort operating within change and ambiguity. The ability to manage a book of approximately 10-15 accounts. Experience in loyalty, promotions, or related marketing technology. WHAT'S IN IT FOR YOU: We build flexible incentive technology - and we believe our people deserve that same flexibility in how they work, live, and grow. Here's what you can expect when you join us: Health and wellbeing for the whole you. We offer top-tier Medical, Dental, and Vision coverage through Blue Cross Blue Shield MA, MetLife, and VSP. Talon.One covers 80% of premiums, so you can focus on your health--not your bills. Mental health support is equally important, which is why every employee has confidential access to Nilo.health for coaching, therapy, and wellbeing resources. Time and freedom. We trust you to take the time you need to rest and recharge with unlimited PTO that you manage on your own terms. Our flexible approach extends beyond time off: you can work from anywhere, including up to 90 days abroad each year, and access WeWork On-Demand spaces for a change of scenery when you need it. Financial security and peace of mind. Plan confidently for your future with our 401(k)--we match 100% of your contributions up to 4%, helping you build long-term savings faster. We also provide 100% company-paid Life Insurance, Short-Term, and Long-Term Disability coverage, because protecting what matters shouldn't come at an extra cost. Growth that moves with you. You'll have a $1,200 annual learning budget and full LinkedIn Learning access to explore new skills, certifications, or areas of curiosity. Whether it's advancing your craft, learning a new tool, or exploring leadership development, we support your growth. Work your way. Your workspace should work for you. That's why we offer a $350 home office setup budget and a $50 monthly allowance to keep it running smoothly. From ergonomics to aesthetics, we'll help you create a setup that fuels focus and comfort. The total compensation for this role is $100,000-$140,000 (base + commission) and is designed to reward performance and impact. Your placement within this range will reflect your relevant experience, skills, and qualifications. Salary ranges are regularly reviewed and may be updated to remain competitive.
    $100k-140k yearly Auto-Apply 1d ago
  • Customer Engagement Manager

    Dodge Construction Network

    Customer success manager job in Boston, MA

    Dodge Construction Network (Dodge) is looking for a Customer Engagement Manager. This role is a key member of our Go-To-Market organization, focused on supporting and empowering our SMB customer base-serving primarily subcontractors, general contractors, architects and engineers. In this role, you will help customers successfully engage with and realize value from their partnership with Dodge by providing proactive outreach, practical guidance, and best-practice recommendations. By leveraging data, insights, and customer conversations, you will help improve adoption within our product suite and build long-term, successful partnerships to drive retention. This is a full-time position and reports directly to the Manager, Customer Success. **_Preferred Location_** This is a remote, home-office role and candidates can be located anywhere in the continental United States. **_Travel Requirements_** Travel is less than 10% of the time and may be occasionally required for GTM or team meetings. **_Essential Functions_** + Responsible for building and maintaining strong relationships with new and existing clients to understand their needs, provide support, uncover risk and growth opportunities and ensure customer satisfaction + Execute successful customer engagement program through customer journey with intentional outbound touchpoints using customer health indicators and other support tools + Provide training and support to clients on using products or services effectively. This could include product demonstrations, training sessions and or assistance in creating and updating their profile or saved searches + Attain all KPIs designed to improve account retention, including contact rate, churn, and renewal and retention ratios + Follow SOPs for all account interactions within standard CRM systems and other tools **_Key Metrics for Success_** + **First-Year Retention Rate:** Percentage of clients retained through their first renewal date + **Renewal Rate:** Percentage of clients renewing beyond their first year + **Engagement Metrics:** Client usage rates and engagement with key platform features during the first year **_Education Requirement_** Bachelor's degree and/or combination of equivalent work experience preferred. **_Required Experience, Knowledge and Skills_** + 2+ years of experience in sales, account management, or customer support for SaaS-based software + Proficiency in Microsoft Office (Word, Excel, PowerPoint) + Ability to quickly learn and apply SaaS products + Basic knowledge of the construction industry, or the ability to learn it quickly + Strong personal integrity and accountability for outcomes + Excellent written and verbal communication skills + Strong relationship-building and customer-focused approach + Ability to coach customers on best practices and identify pain points and solutions + Empathetic mindset with a focus on supporting small business growth and customer success **_Preferred Experience, Knowledge, and Skills_** + Experience working in a SaaS environment + Experience with CRM or order management systems + Bilingual (English/Spanish) preferred **_About Dodge Construction Network_** Dodge Construction Network exists to deliver the comprehensive data and connections the construction industry needs to build thriving communities. Our legacy is deeply rooted in empowering our customers with transformative insights, igniting their journey towards unparalleled business expansion and success. We serve decision-makers who seek reliable growth and who value relationships built on trust and quality. By combining our proprietary data with cutting-edge software, we deliver to our customers the essential intelligence needed to excel within their respective landscapes. We propel the construction industry forward by transforming data into tangible guidance, driving unparalleled advancement. Dodge is the catalyst for modern construction. **_Salary Disclosure_** _Base Salary range: $50,000-$60,000 + monthly variable_ This represents the expected salary range for this job requisition. Final offers may vary from the amount listed based on factors including geography, candidate experience and expertise, and other job-related factors. Dodge Construction Network's compensation and rewards package for full time roles includes a market competitive salary, comprehensive benefits, and, for applicable roles, uncapped commissions plans or an annual discretionary performance bonus. **_For this role, we are only considering candidates who are legally authorized to work in the United States and who do not now or in the future require sponsorship for employment visa status._** **_A background check is required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job and consistent with all federal state and local ordinances._** **_Reasonable Accommodation_** **_Dodge Construction Network is committed to recruiting, hiring, and promoting people with disabilities. If you need an accommodation or assistance completing the online application, please email_** **_***************************_** **_._** **_Equal Employment Opportunity Statement_** **_Dodge Construction Network is an Equal Opportunity Employer. We are committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. All employment decisions shall be based on merit, qualifications, and business needs without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, pregnancy, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law._** \#LI-Remote \#LI-SB1 \#DE-Remote \#DE-2026-23
    $50k-60k yearly 17d ago
  • Customer Success Manager

    Veracode 4.2company rating

    Customer success manager job in Burlington, MA

    Veracode is seeking a talented, results-oriented, energetic, and highly-motivated individual to join our Customer Success Team. The Customer Success Manager (CSM) is responsible for building and maintaining strong relationships within assigned accounts ensuring high levels of customer satisfaction and recognition of ROI, leading to strong renewals and solution growth opportunities. The CSM works closely with our customers alongside Sales, Support, Account Management, Security Consultants, and other Operations and Product Management teams at Veracode to ensure our services are delivered successfully. The CSM reports to the Manager of Customer Success within the Services Organization. Responsibilities: · Build and maintain strong relationships within assigned accounts. · Promote customer satisfaction and loyalty by demonstrating an understanding of their critical business issues and needs while delivering products and services that help them meet their business objectives. · Educate customers on the use and benefits of the Veracode solutions. · Work closely with Veracode Support and other Services teams to ensure a consistently positive customer experiences by providing oversight and management for issues and initiatives. · Work with management team to ensure critical issues are well-documented and properly escalated in an expeditious manner for resolution. · Serve as customer advocate while capturing customer's feedback and reporting requests to Product Management and Engineering. · Prepare, schedule, and conduct quarterly account reviews; maintain accurate record of discussions and action items. · Provide monthly account reporting to management and internal stakeholders. · Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and account growth. · Develop and share best practices with team members to enhance the quality, effectiveness, and efficiency of our overall support of customers. · Collaborate with Sales team on account strategy, and identify opportunities for selling products and services within accounts. Veracode is seeking a talented, results-oriented, energetic, and highly-motivated individual to join our Customer Success Team. The Customer Success Manager (CSM) is responsible for building and maintaining strong relationships within assigned accounts ensuring high levels of customer satisfaction and recognition of ROI, leading to strong renewals and solution growth opportunities. The CSM works closely with our customers alongside Sales, Support, Account Management, Security Consultants, and other Operations and Product Management teams at Veracode to ensure our services are delivered successfully. The CSM reports to the Manager of Customer Success within the Services Organization. Responsibilities: · Build and maintain strong relationships within assigned accounts. · Promote customer satisfaction and loyalty by demonstrating an understanding of their critical business issues and needs while delivering products and services that help them meet their business objectives. · Educate customers on the use and benefits of the Veracode solutions. · Work closely with Veracode Support and other Services teams to ensure a consistently positive customer experiences by providing oversight and management for issues and initiatives. · Work with management team to ensure critical issues are well-documented and properly escalated in an expeditious manner for resolution. · Serve as customer advocate while capturing customer's feedback and reporting requests to Product Management and Engineering. · Prepare, schedule, and conduct quarterly account reviews; maintain accurate record of discussions and action items. · Provide monthly account reporting to management and internal stakeholders. · Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and account growth. · Develop and share best practices with team members to enhance the quality, effectiveness, and efficiency of our overall support of customers. · Collaborate with Sales team on account strategy, and identify opportunities for selling products and services within accounts. · Bachelor's degree and 5+ years of experience in customer-facing role · Experience working with senior and executive management · Possess strong written and verbal communication skills with excellent presentation skills · Demonstrated ability and desire to work and excel in fast-paced environment · Excellent multitasking and project management skills · Proficiency to develop and execute strategic plans · Excellent team player and able to work under own initiative · Ability to effectively facilitate and lead cross-functional teams and resources · Knowledge and practical experience in Application Security · Possess SDLC experience with understanding of Internet and web applications · Ability to learn new technologies · Must possess a proven understanding of corporate business world · Strong critical thinking, analytic, and problem solving abilities · Well-organized and with a high attention to detail · Proficiency with MS Office, Salesforce.com, and WebEx · Willingness and ability to travel up to 25% Skills & Requirements · Bachelor's degree and 5+ years of experience in customer-facing role · Experience working with senior and executive management · Possess strong written and verbal communication skills with excellent presentation skills · Demonstrated ability and desire to work and excel in fast-paced environment · Excellent multitasking and project management skills · Proficiency to develop and execute strategic plans · Excellent team player and able to work under own initiative · Ability to effectively facilitate and lead cross-functional teams and resources · Knowledge and practical experience in Application Security · Possess SDLC experience with understanding of Internet and web applications · Ability to learn new technologies · Must possess a proven understanding of corporate business world · Strong critical thinking, analytic, and problem solving abilities · Well-organized and with a high attention to detail · Proficiency with MS Office, Salesforce.com, and WebEx · Willingness and ability to travel up to 25%
    $93k-121k yearly est. 60d+ ago
  • Regional Head, Client Solutions (EMEA & APAC) - Investment Management

    Cambridge Associates LLC 4.8company rating

    Customer success manager job in Boston, MA

    A leading global investment firm is seeking a Head of EMEA and APAC Client Solutions to drive revenue growth and oversee client engagement across regions. Candidates should have over 15 years of experience in senior sales roles within the financial services sector, strong leadership and strategic skills, and prefer multilingual abilities. This role involves collaborating with global teams and implementing client-centric strategies to enhance the overall client experience. #J-18808-Ljbffr
    $131k-172k yearly est. 1d ago
  • Oliver Wyman - Retail & Quotient - Engagement Manager

    National African-American Insurance Association (Naaia

    Customer success manager job in Boston, MA

    Who We Are? Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 29 countries, it combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 5,000 professionals worldwide who work with clients to optimize their business, improve operations, and accelerate performance. Job Specification Practice Groups: Consumer, Telco & Technology (CTT) & Performance Transformation (PT) Location: Boston, Chicago, New York, Dallas Role: Retail + Quotient - Engagement Manager Practice Overview In Consumer, Telco, and Technology (CTT), we see consumer‑facing industries converging as technology disrupts all business models. In Retail, we help large retailers improve sales growth and profitability. In Quotient, we support clients in leveraging AI to achieve tangible outcomes. Role Engagement Managers are critical leaders who work side‑by‑side with clients. They provide day‑to‑day leadership of client projects, lead complex programs, guide and influence clients, drive business development, build intellectual capital, develop others, and support Partners in project execution. Desired Skills and Experience 4‑7 years of strategy consulting experience with a top‑tier firm Track record managing teams and delivering results Strong analytical and problem‑solving skills Excellent written and verbal communication Proficiency in SQL and Python; AI/ML experience preferred Undergraduate or advanced degree from a top program Client management experience Willingness to travel up to 50%, including internationally Motivation, humility, and a passion for creative thinking How to Apply If you are interested, please visit *************************** for more information. We are an equal opportunity employer. Our commitment to diversity is genuine and growing. Authorization Unrestricted U.S. work authorization is required for U.S. office locations. Oliver Wyman does not offer sponsorship for this position. CPT and OPT are restricted forms of work authorization. EEO Statement Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. Salary Applicable base salary range: $225,000 to $240,000. In addition to base salary, the position may be eligible for performance‑based incentives and a competitive total rewards package. #J-18808-Ljbffr
    $225k-240k yearly 5d ago

Learn more about customer success manager jobs

How much does a customer success manager earn in Waltham, MA?

The average customer success manager in Waltham, MA earns between $62,000 and $146,000 annually. This compares to the national average customer success manager range of $61,000 to $142,000.

Average customer success manager salary in Waltham, MA

$95,000

What are the biggest employers of Customer Success Managers in Waltham, MA?

The biggest employers of Customer Success Managers in Waltham, MA are:
  1. Verve, a Credit Union
  2. SmartBear Software
  3. SimilarWeb
  4. Berkshire Grey
  5. Dolead
  6. Informa Techtarget
  7. Monaire
  8. Pentera
  9. Boston Dynamics
  10. UPS
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