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Customer success manager jobs in Weston, CT - 407 jobs

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  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Customer success manager job in Bridgeport, CT

    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
    $45k-51k yearly est. 11d ago
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  • Global Sponsorship & Client Success Partner

    Gartner 4.7company rating

    Customer success manager job in Stamford, CT

    A leading research and advisory firm in Texas is looking for a client success specialist. In this role, you will drive client retention through proactive service delivery and engagement. Your responsibilities include serving as the primary contact for assigned clients, supporting their event experiences, and collaborating with account executives to ensure client satisfaction. A strong focus on service delivery, excellent communication skills, and a proactive approach are essential. A Bachelor's degree and 3-5 years in account management are required. #J-18808-Ljbffr
    $116k-156k yearly est. 5d ago
  • Director, Client Delivery Lead

    Limelight Health 4.3company rating

    Customer success manager job in Greenwich, CT

    WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes. WHAT YOU'LL DO: Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned WHAT YOU'LL NEED: Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience. 10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred 15 plus total technology experience Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred Demonstrated understanding and experience within full software development project lifecycle in complex technical environments. Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc. Experience with third-party system support with preference given to insurance / financial services platforms. Knowledge of IT systems, governance and compliance. Proven problem solving, decision making, analytical and organizational skills are required. Ability to tailor communications and influence critical decisions with a variety of stakeholders. Capability to work within broadly defined parameters. Strong results orientation, organization and management skills. Lead and focus the efforts of others to established goal. Effectively drive results with cross-functional teams in a matrixed organization. Experience with conversions and implementations. Mentor Technical Project Managers as required. Develop relationships, with a strong focus on communication and change management. Knowledge of annuities and life products PMI- ACP, CSM or equivalent preferred Able to travel a minimum of 10% of the time. WHAT'S IN IT FOR YOU? Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here #J-18808-Ljbffr
    $180k-200k yearly 3d ago
  • Client Service Manager

    Aires 3.7company rating

    Customer success manager job in Danbury, CT

    Aires (************** has been providing best-in-class relocation management services for over 40 years and is a recognized industry leader in delivering high quality relocation and assignment management services to leading corporations. We Have... An award-winning technology platform, built in-house, that aligns with the future state of Global Mobility A strong Aires brand consistently ranked among the mobility industry's highest annual customer-satisfaction scores and a client retention rate of over 98% A high internal promotion rate and long-tenured employees, highlighting our commitment to career growth and development A comprehensive benefits package, including a 401K match Hybrid work environment An excellent career opportunity is currently available for a Client Service Manager reporting to the Aires Danbury, CT office. This exciting opportunity is in a high growth environment where you will utilize your experience to manage the overall client relationship and service experience. Position Responsibilities: Manages the client relationship and service experience for clients of low to moderate volume and complexity. Works closely and continuously with clients to build strong and enduring partnerships. Collaborates with internal teams through the use of strong communication skills to facilitate the delivery of world-class customer service and get results. Utilizes product knowledge, problem-solving skills and training to enhance customer engagements and achieve successful outcomes. Provides training to new and existing team members on client specific policies and processes. Provides strategic guidance to help clients achieve their mobility objectives by leveraging Aires' technology, products and services. Proactively monitors client programs, project outcomes, and overall satisfaction. Leads implementation and client transition process for low to moderate volume clients. Delivers customer feedback as a voice of the customer to internal teams identifying customer needs, ideas, and challenges. Advocates for solutions, product enhancements, and other actions to meet the needs of customers. Drives business and strategy review process. Applies retention and recovery strategies to retain longstanding client relationships. Required Qualifications: High School Diploma/GED required, Associate's or Bachelor's degree preferred. Minimum of 3 years relocation industry experience, some or all of which involved client retention and/or handling real estate. Certified Relocation Professional (CRP) or Global Mobility Specialist (GMS) certifications are a plus. Exemplary interpersonal skills a must, including the ability to deliver presentations before large and small groups and respond to ad-hoc questions. Must be willing to travel for client visits 25%- 30% of the time, including overnight stays, and participate in the business development process, as needed. Additional Qualifications: Excellent customer service and administrative skills Computer literacy with MS Office products, and ability to grasp proprietary software Demonstrated ability to manage multiple competing tasks Ability to follow policies and procedures Can-do attitude Genuine desire to help others Team oriented mindset, with a strong sense of care and urgency Desire to embrace our core values: Client Focus, Results, Responsibility & Accountability, Collaboration and Innovation. American International Relocation Solutions, LLC. provides equal opportunity to all persons through policies and practices to recruit, hire, train, and promote, in all job classifications, based on merit and qualifications without regard to race, religion, color, national origin, citizenship, sex, age, veteran status, disability, genetic information, or any other protected characteristic. Aires will not discriminate against persons because of their disability, including disabled veterans. Aires is committed to providing reasonable accommodations to qualified individuals so that an individual can perform their job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply, please contact us at .
    $49k-70k yearly est. 4d ago
  • Account Manager, New York Metro

    Powerpak

    Customer success manager job in Congers, NY

    Inside Sales Account Manager to fill in the New York Metro Area Pay: First year on target total compensation is $120,000 with no cap ($70,000 base) but you must have the following sales capabilities: You must have two years prior B2B sales success selling commodities into a highly competitive market. Does this describe you? You thrive when selling commodities against well-known, trusted and embedded brands. You are a sales performer with a proven track record of hunting and developing new business. You have an optimistic outlook, listen and ask questions with ease. You have no problem handling rejection, developing strong relationships early, and would describe your selling style as consultative. You excel at cold-calling on the phone, reaching decision makers, value selling, handling objections and set high success goals. A self-starter, you have a strong sense of urgency, and can work independently alongside a small team in a satellite location. You are adaptable, unafraid of new technology, goal-oriented, organized, and have strong written and verbal communication skills. You're comfortable in an inside sales role with a primary objective of growing existing accounts. You like being held accountable for Key Performance Indicators and know that “time kills all deals”. Prior success selling Industrial or Construction supplies to Construction Companies is helpful but not required. Familiarity with NetSuite ERP is helpful but not required. This position requires you to work in an office 5 days a week in Congers, NY. Job type: Full time Benefits Great medical, dental & vision benefits 401(k) matching program Generous paid time off and holiday policies Team-first mindset Career growth opportunities _________________ We are Great Place to Work certified, with 98% of team members stating they are proud to work for PowerPak! We are always looking for ways to put "People First". To learn more, check out our Core Values here: ********************************
    $70k-120k yearly 4d ago
  • ASSOCIATE CUSTOMER SUCCESS MANAGER

    Flora Colossus LLC

    Customer success manager job in Larchmont, NY

    Job DescriptionDescription: Flora Health is a leading healthcare technology and media company redefining how pharmaceutical and life sciences organizations connect access, affordability, and engagement at the point of care. Through its integrated data and technology platform, Flora unites EHR-embedded communications, real-time access services, and advanced analytics that enable partners to reach healthcare providers and patients where treatment decisions are made. Summary Flora Health is seeking an Associate Customer Success Manager to support our growing Customer Success team. This role is responsible for assisting with the delivery, performance tracking, and success of client campaigns across our healthcare media and point-of-care (POC) solutions. Working closely with senior team members, you'll help ensure campaigns run smoothly, client needs are met, and internal teams stay aligned. This is an ideal opportunity for someone early in their career who's eager to grow in healthcare marketing, account management, and client strategy within a fast-paced, collaborative environment. Requirements: Responsibilities Support Senior Customer Success Managers in managing client campaigns and partnerships. Assist with onboarding and setup for new client campaigns across EHR and POC platforms. Track campaign pacing, compile performance reports, coordinate with Finance on monthly billing and reconciliation and help prepare client business reviews (QBRs). Coordinate with internal teams (Sales, Product, Operations and Growth) to ensure deliverables are met on time. Maintain client-specific documentation, utilize and keep internal dashboards up to date, and monitor project timelines. Respond to client requests promptly and professionally, escalating issues as needed. Learn Flora Health's media and data offerings, developing a strong understanding of client objectives and KPIs. Contribute to process improvements for reporting, tracking, and client engagement workflows. Qualifications 1-3 years of experience in customer success, client services, marketing operations, or account coordination (internships or agency experience welcome). Strong communication, organization, and follow-up skills. Comfortable working with data, reports, and spreadsheets to analyze results. Team player who thrives in a fast-paced, evolving environment. Experience or interest in healthcare marketing, EHR, or digital media is a plus. Bachelor's degree in marketing, business, communications, or a related field preferred.
    $73k-116k yearly est. 29d ago
  • Customer Success Account Manager

    Infinity Marvin

    Customer success manager job in Brewster, NY

    Infinity Replacement is our dedicated replacement window and door business, where we bring Marvin's legacy of quality directly to homeowners. Through a direct-to-consumer model, we deliver premium fiberglass products, personalized in-home consultations, and professional installation-making the window replacement process simple, seamless, and satisfying. As a Customer Success Account Manager, you will play a vital role in creating an exceptional experience for our customers. From their first appointment with a Design Consultant to the final walkthrough with a Project Manager, you'll guide them through every step of their journey. Your mission is to ensure each customer feels supported, informed, and delighted with their project outcome. If you're motivated by helping people and thrive in a fast-paced, customer-focused environment, this is the role for you. Highlights of your role Serve as the single point of contact for customers after the sale, advocating for their success and building individualized solutions for a curated experience. Manage the post-sale journey, including: Technical Measure Installation Scheduling Post-Installation Follow-Up & Walkthrough Customer Service & Repairs Communicate with customers via phone, email, text, and web chat-bringing energy, professionalism, and enthusiasm to every interaction. Coordinate all aspects of job processing: Generate and manage customer paperwork Assign tasks to Project Managers Ensure permits are obtained Create invoices and assist with accounts receivable Follow up to ensure we exceed expectations, gather feedback, and drive process improvements. Maintain compliance with legal and internal standards (PCI, permitting, registrations, lead paint, etc.). Accurately input data into our CRM system and support field staff with scheduling and customer needs. You're a good fit if you have (or if you can) High school diploma or equivalent; college degree preferred Prior home improvement industry experience preferred Experience with Salesforce or other CRM systems preferred Proven track record in team collaboration and success management We also want to make sure you have 2+ years of experience in project coordination or office management Positive attitude, customer-centric mindset, and strong drive to perform High energy and enthusiasm in daily interactions Proficiency in Microsoft Office programs Excellent communication skills and phone etiquette Strong organizational skills, attention to detail, and ability to prioritize We invite you to see yourself at Marvin From people to products, Marvin is committed to creating better ways of living. When you join this family-owned and -led window and door company, you belong to a community full of opportunities. For more than a century, we've been at the forefront of designing, building, and engineering premium, award-winning products. Today, Marvin is also proud to have been named a Top Large Employer by Forbes Magazine two years in a row, in 2024 and 2025. With operations in 19 cities across North America, we manufacture Marvin's quality products, including Infinity Replacement Windows and Doors, and TruStile Doors. Together, we uphold our values and foster a culture where safety and the wellbeing of our people comes first. We take a better living approach with benefits to support you at work and beyond. From day one, you will enjoy health insurance, paid holidays, paid parental leave, a 401(k) retirement savings match and more! Some of our unique and most popular benefits include: $300 annual wellbeing account to spend on what helps you feel happy + healthy Better Living Day! (a paid day off to go have some fun) Annual profit sharing - recognizing everyone's contribution to Marvin's success Giving at Marvin - participate in organized volunteer opportunities Brighter Days Fund - financial support from your colleagues and the Marvin family during personal hardships Join the more than 8,000 Marvin team members to experience these benefits and more. Apply today! Marvin is an equal opportunity employer Marvin is committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status under applicable laws. Applicants requiring reasonable accommodation for any part of the application and hiring process may contact us at ************************. Compensation $69,000 - $80,000, pay based on experience
    $69k-80k yearly Auto-Apply 9d ago
  • Sr Customer Success Manager

    KWI 4.6company rating

    Customer success manager job in Melville, NY

    Department Customer Experience Employment Type Full Time Location Melville, NY Workplace type Hybrid Compensation $110,000 / year The impact you'll make What you will bring As a member of the KWI team you will receive About KWI KWI helps retailers maximize sales by uniting their online and in-store capabilities to deliver delightful shopper experiences. With KWI Merchandising and mobile POS, retailers can execute omnichannel flawlessly, and right at their fingertips - clienteling, endless aisle, mobile checkout with the latest payment options, inventory management, and ecommerce.
    $110k yearly 60d+ ago
  • Customer Success Account Manager

    The Marvin Companies Inc. 4.4company rating

    Customer success manager job in Brewster, NY

    Infinity Replacement is our dedicated replacement window and door business, where we bring Marvin's legacy of quality directly to homeowners. Through a direct-to-consumer model, we deliver premium fiberglass products, personalized in-home consultations, and professional installation-making the window replacement process simple, seamless, and satisfying. As a Customer Success Account Manager, you will play a vital role in creating an exceptional experience for our customers. From their first appointment with a Design Consultant to the final walkthrough with a Project Manager, you'll guide them through every step of their journey. Your mission is to ensure each customer feels supported, informed, and delighted with their project outcome. If you're motivated by helping people and thrive in a fast-paced, customer-focused environment, this is the role for you. Highlights of your role * Serve as the single point of contact for customers after the sale, advocating for their success and building individualized solutions for a curated experience. * Manage the post-sale journey, including: * Technical Measure * Installation Scheduling * Post-Installation Follow-Up & Walkthrough * Customer Service & Repairs * Communicate with customers via phone, email, text, and web chat-bringing energy, professionalism, and enthusiasm to every interaction. * Coordinate all aspects of job processing: * Generate and manage customer paperwork * Assign tasks to Project Managers * Ensure permits are obtained * Create invoices and assist with accounts receivable * Follow up to ensure we exceed expectations, gather feedback, and drive process improvements. * Maintain compliance with legal and internal standards (PCI, permitting, registrations, lead paint, etc.). * Accurately input data into our CRM system and support field staff with scheduling and customer needs. You're a good fit if you have (or if you can) * High school diploma or equivalent; college degree preferred * Prior home improvement industry experience preferred * Experience with Salesforce or other CRM systems preferred * Proven track record in team collaboration and success management We also want to make sure you have * 2+ years of experience in project coordination or office management * Positive attitude, customer-centric mindset, and strong drive to perform * High energy and enthusiasm in daily interactions * Proficiency in Microsoft Office programs * Excellent communication skills and phone etiquette * Strong organizational skills, attention to detail, and ability to prioritize We invite you to see yourself at Marvin From people to products, Marvin is committed to creating better ways of living. When you join this family-owned and -led window and door company, you belong to a community full of opportunities. For more than a century, we've been at the forefront of designing, building, and engineering premium, award-winning products. Today, Marvin is also proud to have been named a Top Large Employer by Forbes Magazine two years in a row, in 2024 and 2025. With operations in 19 cities across North America, we manufacture Marvin's quality products, including Infinity Replacement Windows and Doors, and TruStile Doors. Together, we uphold our values and foster a culture where safety and the wellbeing of our people comes first. We take a better living approach with benefits to support you at work and beyond. From day one, you will enjoy health insurance, paid holidays, paid parental leave, a 401(k) retirement savings match and more! Some of our unique and most popular benefits include: * $300 annual wellbeing account to spend on what helps you feel happy + healthy * Better Living Day! (a paid day off to go have some fun) * Annual profit sharing - recognizing everyone's contribution to Marvin's success * Giving at Marvin - participate in organized volunteer opportunities * Brighter Days Fund - financial support from your colleagues and the Marvin family during personal hardships Join the more than 8,000 Marvin team members to experience these benefits and more. Apply today! Marvin is an equal opportunity employer Marvin is committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status under applicable laws. Applicants requiring reasonable accommodation for any part of the application and hiring process may contact us at ************************. Compensation $69,000 - $80,000, pay based on experience
    $69k-80k yearly Auto-Apply 9d ago
  • Manager, Client Leadership

    Enthuse Marketing 4.1company rating

    Customer success manager job in Norwalk, CT

    Inspira is a brand relationship agency. Did we make that up? Yes, yes, we did. But defining ourselves as a “full-service agency” just feels too generic. Instead, we focus on what people can expect every time they work with us: an integrated approach to cultivating deeper, long-term relationships between brands and consumers. The kind of relationships that don't just drive sales, but help create powerful, active communities and long-term loyalty as well. Because the truth is, brands aren't all that different from humans. The best ones are the ones people like getting to know better. So, join us in driving meaningful impact for our clients, one relationship at a time. Job Description The Manager, Client Leadership leads the day-to-day client relationship and directs the work required to deliver against client objectives. This role is responsible for translating goals into clear plans, aligning cross-functional teams, and managing expectations throughout the lifecycle of programs. Managers focus on quality, clarity, and outcomes - ensuring work is delivered effectively and relationships remain strong. Job responsibilities will include but are not limited to : Serve as the primary day-to-day client contact, leading status discussions, managing expectations, and guiding conversations through evolving business needs Translate client objectives into clear workplans, briefs, and priorities that guide internal teams Direct cross-functional teams across strategy, creative, and production to ensure aligned execution and on-time delivery Manage scopes, budgets, timelines, and resourcing, identifying risks early and proposing solutions Lead reporting and recap development, ensuring results, learnings, and recommendations are clearly communicated Identify opportunities to expand scope, improve engagement, and strengthen client partnerships Qualifications Bachelor's degree in Marketing, Business Administration, Communications, or a related field 6+ years' of experience in account management, client engagement, or integrated marketing within an agency or related environment Strong organizational and project management skills with the ability to manage multiple workstreams, deadlines, and priorities Clear, confident communicator with strong written and verbal skills, able to articulate direction, manage expectations, and guide client conversations Proven ability to translate client objectives into actionable plans and lead cross-functional teams through delivery Demonstrated financial acumen in managing scopes, budgets, timelines, and resourcing High attention to detail and commitment to accuracy across documentation, communication, and workflow processes Ability to build strong client and team relationships, foster collaboration, and contribute positively to team culture Manage administrative tasks with attention to meeting agency compliance guidelines and standards Additional Information We believe stronger relationships lead to stronger outcomes-not just in business, but also in the communities we serve. That's why since day one we've partnered with Alex's Lemonade Stand Foundation, donating a portion of our profits each year to fund pediatric cancer research. The base compensation range for this job classification is between $65,000.00-$100,000.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service and geographic location. This job classification is bonus eligible, with bonus potential subject to applicable bonus plan terms and conditions. This position offers incentive opportunities plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more! Inspira Marketing is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, citizenship, disability, genetics, pregnancy, protected veteran status or other characteristics protected by applicable federal, state, or local law. Inspira is committed to providing reasonable accommodations to qualified individuals with disabilities and for other reasons in the employment application and hiring process, in accordance with applicable law. To request an accommodation please contact [email protected] .
    $65k-100k yearly 9h ago
  • Client Success Manager

    Flexi 3.7company rating

    Customer success manager job in Shelton, CT

    Job DescriptionDescription: Flexi Software has been a trusted provider of accounting solutions for over 30 years, offering both cloud-based and on-premise software tailored for organizations with complex accounting requirements, such as multi-entity and inter-company accounting. Our comprehensive suite includes modules like General Ledger, Accounts Payable, Accounts Receivable, Purchasing, Fixed Asset Management, Project Accounting, Workflow Automation, Financial Reporting, and Budget Software. Serving industries including insurance, banking, credit unions, and financial services, Flexi is renowned for its robust features, flexible deployment options, and exceptional customer support. Position Summary We are seeking a client-facing professional with strong project management, solution consulting, and customer relationship skills to join our growing Client Success team as a Client Success Manager. This hybrid role is broken into four core functions: Client Success (40%) Project Management (30%) Solutions Consulting (20%) Other Strategic Initiatives (10%) The ideal candidate will be responsible for guiding clients through the full post-sale lifecycle-from onboarding and implementation through long-term engagement and optimization. You'll serve as a trusted advisor, working cross-functionally to ensure clients derive maximum value from our solutions, and play a key role in delivering a high-touch customer experience that fosters loyalty and retention. Key Responsibilities Client Relationship Management (40%) Serve as the primary point of contact and advocate for assigned clients. Develop a deep understanding of client goals and build trusted, long-term relationships. Proactively monitor customer health and address issues before they escalate. Identify and pursue opportunities for upselling, cross-selling, and expansion. Serve as the voice of the customer to internal product and engineering teams. Project Management (30%) Manage onboarding and implementation projects from kickoff to go-live. Develop and maintain detailed project plans, timelines, and communication cadences. Coordinate efforts between client stakeholders and internal teams. Track project milestones, manage risks, and ensure successful delivery on time and within scope. Solutions Consulting (20%) Partner with clients and Account Executives to understand and translate business requirements into effective configurations of the Flexi suite. Provide consultative support for workflow design, product usage, and optimization. Support data migration, testing, and training initiatives in collaboration with technical resources. Help clients understand and fully adopt features that align with their strategic objectives. Other Strategic Initiatives (10%) Contribute to process improvement efforts and documentation that scale customer success practices. Collaborate on customer feedback programs and product enhancement planning. Participate in internal training and mentoring initiatives as needed Requirements: 5+ years of experience in a customer success, implementation, or consulting role supporting enterprise software solutions. Strong understanding of project management principles with the ability to manage multiple concurrent projects. Technical proficiency with accounting software, ERP systems, and relational databases (SQL knowledge a plus). Excellent communication and interpersonal skills with a customer-first mindset. Proven ability to translate complex technical topics into client-friendly guidance. Experience working with financial services or accounting software is highly preferred. Bachelor's degree in Business, Accounting, Information Systems, or a related field. Flexi provides excellent benefits including paid holidays and paid time off, a 401(k) Plan with company participation, health and dental insurance, life and disability insurance, and a vision discount plan. Location: Shelton CT preferred or Remote Only candidates under consideration will be contacted. Any offer of employment will be contingent upon positive background check. No phone calls, please. Principals Only. Drug-free workplace. M/F/V/H EEO
    $66k-106k yearly est. 22d ago
  • Dealer Success Manager - Long Island/Queens

    Lotlinx 3.5company rating

    Customer success manager job in Islandia, NY

    Job Description Since our founding in 2012, Lotlinx has consistently pioneered advancements in the automotive landscape. We specialize in empowering automobile dealers and manufacturers by providing cutting-edge data and technology, delivering a distinct market advantage for every single vehicle transaction. Today, we stand as the foremost automotive AI and machine learning powered technology, excelling in digital marketing, risk management, and strategic inventory management. Lotlinx provides employees with a dynamic work environment that is challenging, team-oriented, and full of passionate people. We offer great incentives to our employees, such as competitive compensation and benefits, flex time off, and career development opportunities. Job Summary The Dealer Success Manager supports our dealer base. They are responsible for interfacing with our dealers to build relationships, drive adoption of our platforms and our tools, and use data to recommend inventory strategies for success. They will generate new business and upsell our current customer base. Must be based in/near Long Island or Queens. Key Responsibilities Build and Maintain Relationships: Foster strong, long-term relationships with active dealers through weekly calls, monthly performance reviews communication and problem solving skills, providing tailored solutions for dealer success. Serve as an Ambassador: Educate dealers on Lotlinx products, company, and best practices including risk inventory, channel marketing and market trends Customer Success Reporting: Conduct regular meetings using data and reports (weekly, quarterly) to ensure optimal use of our platform, and setting up strategic campaigns to achieve dealer goals. Retention and Churn: Assess and manage risks for each dealer to proactively prevent churn, driving retention and growing revenue. Product/Service Updates: Identify and prioritize updates based on dealer feedback, industry trends, market dynamics, and competitor analysis using our tools. New Business: Generate sales with new dealerships, increase our market penetration, and contribute revenue. Current Customer Growth: Meet or exceed sales goals within an assigned book of business. Independently grow an assigned book of business Qualifications Bachelor's degree or equivalent experience 5+ years of sales experience preferred Experience with presentation tools, Salesforce, and Outreach Proven track record of sales success Experience in the automotive industry is required Existing in-market dealer relationships highly preferred What We Are Looking For? Proven Relationship Management: Proven track record of managing dealer relationships; dealer principles, dealer groups Tech-Savvy: Ability to understand, interpret, and present data effectively using a consultative approach. Quick Learner: Ability to grasp new concepts quickly, maintain an open mind for change, and proactively solve problems. Excellent Communication: Strong communication and presentation skills, with a focus on listening for understanding and influencing outcomes. Client Service Excellence: Proven track record of delivering outstanding client service. Leadership Engagement: Expertise in interfacing with client contacts at various leadership levels. Technical Presentation: Ability to effectively present Lotlinx platform and technology and respond to client requirements and requests with urgency. Client Standards Understanding: Capacity to educate and consult with dealers and requirements related to offered products, features, and solutions. Internal Communication: Ability to communicate client requirements to internal teams with urgency to ensure alignment. High Integrity and Work Ethic: Self-starter with a strong work ethic, high energy levels, and a commitment to integrity. Pay: $100,000 base salary + generous commission structure. Benefits: Medical, Dental, Vision, Matching 401k. Lotlinx is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Lotlinx is not currently able to offer sponsorship for employment visa status. Lotlinx is headquartered in Peterborough, NH and has locations in Holmdel NJ, Manitoba, Ontario and British Columbia, Canada in addition to a large team spanning from the US to Canada. Our success relies heavily on our customers but also our dedicated talent that continuously moves our platform forward. We value our employees, their abilities and seek to foster an open, cooperative, dynamic environment where the team and company alike can thrive.
    $100k yearly 8d ago
  • Manager, Client Engagement

    Ovation Healthcare

    Customer success manager job in Brentwood, NY

    The Client Engagement Team serves as the principle executive contact with Ovation Healthcare's Supply Chain members. In this role, the Client Engagement Manager is responsible for working with the members, specifically the C-Suite, Executive Leadership, and Supply Chain team within the facility to drive value and savings to enhance their performance, as well as expanding Ovation Healthcare's footprint with the member and driving growth. The Client Engagement Manager establishes and maintains professional business relationships, expedites the utilization of Ovation Healthcare contracts and offerings by the members. The Client Engagement Manager serves as a trusted advisor to the member(s) s/he supports, engaging member executives regularly for the purpose of helping them achieve savings, improving performance, promoting standardization, and eliminating waste in the Supply Chain function and other key areas of their enterprise. The Client Engagement Manager has leadership responsibility to develop and maintain a robust account plan and executing against that plan to identify opportunities for his/her accounts to improve operational and financial performance. The Client Engagement Manager effectively utilizes various data and analytics tools and reports to analyze and present key opportunities to the member(s) s/he supports, as well as summarizing and presenting savings results and other key information to the member(s). The Client Engagement Manager works to coordinate Ovation Healthcare resources to ensure that Ovation Healthcare members are supported as effectively as possible, experiencing superior service that results retention, as well as advocacy and promotion of Ovation Healthcare to prospective members. This high profile and professional position may be home-based or office-based, depending on location of account assignments. Portfolio of assigned strategic accounts includes Hospitals, Ambulatory Surgery Centers, Long Term Care facilities, and/or Behavioral Health facilities. The ability to travel up to 50%, including overnight travel, is required for the role. Key Responsibilities: * Move strategic customers from current state to a trusted strategic partnership; formalize partnership through an agreement that is recognized across Ovation Healthcare and the account. * Meets member specific targets for organic growth, contract performance, compliance, conversions, renewal, savings and strategic objectives. * Establishes productive, professional and consultative relationships with C-Suite, executive personnel and supply chain team throughout member organization, building credibility and trust through collaboration. * Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary Ovation Healthcare personnel. * Proactively leads a joint company-strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones for a one-to-three-year period that leads to a clear action plan for success. * Coordinates the involvement of the Elevate teams to develop and articulate a strategic vision for member to meet account performance objectives and customers' expectations. * Builds strategic partnerships with accounts to further advance company goals of revenue and margin enhancement. * Keeps the organization's vision and values at the forefront of decision-making and action. * May supervise staff assigned to support responsibilities for specific customers. Knowledge, Skills & Abilities: * Working knowledge of healthcare industry, supply chain, GPOs, clinical and business personnel * Supply Chain Processes - Demonstrated understanding of end-to-end supply chain processes. * Strong analytic skills-- Advanced skills in Microsoft Excel with the ability to use functions such as Pivot Tables, VLOOKUP, etc. * Advanced skills in Microsoft PowerPoint and Word. * Ability to gather, analyze and make sense of large amounts of data and apply it to make business and customer-focused decisions. * Ability to demonstrate financial knowledge and business acumen. * Able to work under consultative direction toward predetermined long-range goals and objectives, where assignments are often self-initiated. * Excellent communication and inter-personal skills; able to present and influence credibly and effectively at all levels of the organization including the C-Suite. * Exceptional Project Management, communication, negotiation and presentation skills * Proven ability to successfully manage multiple projects and timelines. * Ability to effectively negotiate with a record of accomplishment of results. * Passion for results-- able to drive high standards for self; tenaciously working to meet or exceed challenging goals. * Demonstrated ability to calculate figures and amounts such as savings, rebates, fees, and percentages, as well as analyze statistical and financial data. * Ability to understand and follow spreadsheets and contract language. * Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow with minimal direction. * Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. * Ability to initiate tough conversations, effectively manage internal politics, and handle conflict in a healthy, relationship-building manner. * Must demonstrate executive presence and emotional intelligence, remaining calm and confident in challenging situations. * Intimate understanding of all internal functions of both Ovation Healthcare and the accounts assigned. * Excellent time management skills with ability to use independent judgment effectively. * Ability to execute, both independently and as a collaborate member of various teams and committees. Work Experience, Education, and Certifications: * Bachelor's degree in business or management related field preferred. * Demonstrated understanding of end-to-end supply chain processes, acquired through 5+ years * Minimum 3+ years of strategic account management * Sales experience- prospecting, pipeline development, conversion not required but helpful * Project management experience or knowledge * Experience working with data analysis and visualization tools, such as Microsoft PowerBI and Tableau * Experience with Excel, Word, and PowerPoint. * Salesforce CRM experience preferred
    $87k-139k yearly est. Auto-Apply 2d ago
  • Client Success Manager

    Tru Optik Data Corp

    Customer success manager job in Stamford, CT

    THE OPPORTUNITY We seek an experienced, passionate, and highly motivated Client Success Manager based in Stamford, CT. This person will use deep understanding of Tru Optik's technology & services capabilities combined with up-to-date knowledge of each client's business model and objectives to ensure client satisfaction, retention, and help maximize client and Tru Optik revenue. The Client Success Manager also assumes responsibility for client and partner communications during the implementation process and is responsible for achieving on-time launches of expansion projects for existing customers. Tru Optik's client service philosophy is based on establishing long-standing client relationships formulated foremost on trust as well as high-touch and proactive service. This position will initially report to the Chief Client Officer. KEY RESPONSIBILITIES · Understand, track, and follow-up on all open projects as well as their prioritization towards supporting the strategic vision of the account as articulated by the sales and revenue teams. · Be able to understand and use Tru Optik's technologies be able to provide general guidance on how to use our products · Deeply understand each client's business including business models, key operating statistics, high-level technical architectures and key partnerships. · Directly oversee, prioritize and quarterback all new major technology installations as well as ongoing expansion projects. While not directly responsible for revenue, you can have a material impact on the business by nailing on-time implementations. · Work closely with technical support teams to ensure smooth operations of day-day customer support. · Assist clients in selecting the best data solutions given their requirements. · Manage the collection and relative prioritization of new feature requests. Submit through to product management and see through to completion. · Work closely and help lead Tru Optik training teams to facilitate the continued education of our customers. ABOUT YOU · BA/BS degree and 3-6 years experience with internet technologies · 3-6 years experience in the online advertising/internet marketing field in a client-facing capacity · Understand the online video business and/or data solutions that add value · Possess the leadership skills necessary to work with a large and complex client, acting as the primary point of contact day-to-day · Any experience working directly with more traditional television businesses can be a plus · Demonstrate a track record of exemplary project and program management skills · Able to prioritize requests and workload, keep to-do lists, and prioritize those lists both within and across a book of business · Very strong communication skills both written and verbal · Excited to help large companies manage their successful use of enterprise-focused technology · Value answering client questions in a highly timely manner and able to marshal internal resources to do so where needed. OTHER VALUES · Smart and excited about learning in a dynamic work environment · Self-motivated and can thrive in a startup · Optimistic · Fun to work with · Fundamentally excited about the opportunity to reshape an industry! BENEFITS Tru Optik offers a competitive benefits package including subsidized healthcare, 401k match, office snacks, and a flexible approach to vacations and time off. Tru Optik is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veteran's status or any other characteristic protected by law.
    $61k-95k yearly est. Auto-Apply 60d+ ago
  • Customer Account Manager - Aerospace

    Harcosemco

    Customer success manager job in Branford, CT

    HarcoSemco LLC, a leading innovator in aerospace systems and technologies, is seeking a highly organized and detail-oriented Customer Account Manager. This role serves as a key liaison between customers, production planning, engineering, and internal teams. You'll manage the full contract process from order intake to post-delivery support, ensuring exceptional service and compliance with industry standards. This position must meet Export Control compliance requirements; therefore, a "US Person" as defined by 22 CFR 120.62, 15 CFR 734.2(b)(2)(ii), 10 CFR 810.3, 8 U.S.C. 1324b(a)(3) is required. "US Person" includes a US Citizen, lawful permanent resident, refugee, or asylee. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and complete the required employment eligibility verification form upon hire.
    $36k-61k yearly est. 3d ago
  • Client Executive 2 (Multi-client)

    Sodexo S A

    Customer success manager job in New Haven, CT

    Role OverviewLead with vision. Serve with excellence. Elevate healthcare through hospitality. Yale New Haven Health System (YNHHS) is Connecticut's leading healthcare network, encompassing Bridgeport Hospital and its Milford Campus, Greenwich Hospital, Lawrence + Memorial Hospital, Yale New Haven Hospital, Saint Raphael's Campus, Westerly Hospital, and Northeast Medical Group. With more than 7,500 university and community physicians and advanced practitioners, YNHHS delivers comprehensive, integrated, family-focused care across 100+ medical specialties. Sodexo is seeking a strategic and experienced Client Executive 2 - Food Service to lead food and nutrition operations across multiple YNHHS locations, including York Street, Saint Raphael's, Lawrence + Memorial, and Westerly. This high-impact role will oversee a team of General Managers, Clinical Nutrition, Patient Experience, and culinary leaders, driving operational excellence, client satisfaction, and Sodexo program delivery. Why Join Sodexo?At Sodexo, we believe that food is more than nourishment - it's a pathway to healing, comfort, and connection. Join a team that's transforming healthcare hospitality and making a difference in the lives of patients, families, and caregivers every day. What You'll DoLead and mentor a team of 5 CE1s/General Managers and 300+ frontline employees Manage multi-site foodservice contracts and ensure KPI attainment across locations Develop and manage client and Sodexo budgets; ensure fiscal accountability and performance Build and maintain strong relationships with hospital and health system C-suite leaders Oversee union workforce operations and ensure compliance with labor agreements Champion Sodexo's standards for quality, safety, and patient experience Collaborate with VPO and CE2 (Bridgeport) on system-wide initiatives Serve as a visible leader within the New Haven market, representing Sodexo with professionalism and impact What We OfferCompensation is fair and equitable, partially determined by a candidate's education level or years of relevant experience. Salary offers are based on a candidate's specific criteria, like experience, skills, education, and training. Sodexo offers a comprehensive benefits package that may include: Medical, Dental, Vision Care and Wellness Programs 401(k) Plan with Matching ContributionsPaid Time Off and Company HolidaysCareer Growth Opportunities and Tuition ReimbursementMore extensive information is provided to new employees upon hire. What You BringProven success in multi-site foodservice leadership, preferably within healthcare Strong financial acumen and experience managing large budgets Exceptional client relationship management and executive presence Ability to lead unionized teams and navigate complex operational environments Familiarity with Sodexo systems, tools, and culture - internal candidates strongly preferred Willingness to be onsite 80% of the time; hybrid flexibility available PMP or Lean Six Sigma certification a plus Who We AreAt Sodexo, our purpose is to create a better everyday for everyone and build a better life for all. We believe in improving the quality of life for those we serve and contributing to the economic, social, and environmental progress in the communities where we operate. Sodexo partners with clients to provide a truly memorable experience for both customers and employees alike. We do this by providing food service, catering, facilities management, and other integrated solutions worldwide. Our company values you for you; you will be treated fairly and with respect, and you can be yourself. You will have your ideas count and your opinions heard because we can be a stronger team when you're happy at work. This is why we embrace diversity and inclusion as core values, fostering an environment where all employees are valued and respected. We are committed to providing equal employment opportunities to individuals regardless of race, color, religion, national origin, age, sex, gender identity, pregnancy, disability, sexual orientation, military status, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. If you need assistance with the application process, please complete this form. Qualifications & RequirementsMinimum Education Requirement - Bachelor's Degree or equivalent experience Minimum Management Experience - 7 years Minimum Functional Experience - 7 years
    $108k-196k yearly est. 1d ago
  • Security Client Manager - White Plains

    Security Director In San Diego, California

    Customer success manager job in White Plains, NY

    Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Security Client Manager, based out of our White Plains, New York branch. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience. RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization. QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events) Minimum of two (2) years of experience driving operational goals Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction Proficiency in web-based applications and computer systems, including Microsoft Office Knowledge of safety protocols and service deliverables Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently Excellent oral and written communication skills PREFERRED QUALIFICATIONS (NICE TO HAVE): Law enforcement, military and/or contract or proprietary security services experience Experience managing a dispersed workforce in a multi-location operation Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Salary: $70,000 / year Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1473830
    $70k yearly Auto-Apply 59d ago
  • Client Service Manager - Commercial Lines

    Edgewood Partners Insurance Center 4.5company rating

    Customer success manager job in Melville, NY

    Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees Our core values are: Owner mindset, Inspire trust, Think big, and Drive results If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Melville, NY or Jersey City, NJ- Hybrid (3 days a week) WHAT YOU'LL DO: * Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients located in the Northeast region. * Assists clients with policy coverages and related questions * Reviews the policy coverages for potential gaps and other needs of the policyholder * Renews and retains assigned accounts Conducts renewal process * Provide client with additional coverage options * Maintains client files in appropriate systems and provides standard office/administrative support * Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends * Other duties as assigned Service * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues * Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner * Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs * Assist clients in making coverage changes * Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity * Other duties as assigned Marketing * Work with Placement Department and Producers to properly transition new business written * For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies * If needed, enter policy information into carrier websites for quote options * Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers * Present quote options to the client and/or Producer, if applicable * Bind and issue policies in carrier websites or order policies from underwriters * Other duties may be assigned Personal and Organizational Development * Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities * Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts * Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company * Stay informed regard industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. * Work effectively to resolve problems or enhance service in a timely manner * Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands * Ensure expert knowledge is maintained * Other duties may be assigned WHAT YOU'LL BRING: * Full knowledge of Property Casualty lines of coverage and services * Recognize problems and respond appropriately * Able to analyze situations logically in order to draw solid conclusions * Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects * Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel * Strong attention to detail and time management abilities * Strong ability to multi-task and assign priority * Ability to work effectively and efficiently both with and without direct supervision * Ability to work effectively and efficiently in a team environment as well as independently * Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: * High school diploma or GED equivalent required College degree preferred * Two or more years experience in mid-size brokerage or carrier * Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands * Must have high level of interpersonal skills to handle sensitive and confidential situations * Position continually requires teamwork, demonstrated poise, tact, and diplomacy * New York Property & Casualty License or New Jersey * Valid Driver License * Ability to travel independently to clients; some air travel may be required COMPENSATION: The national average salary for this role is $65,000.00 - $75,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-SG1 #LI-Hybrid
    $65k-75k yearly Auto-Apply 8d ago
  • Director, Customer Insights - Market Access

    Regeneron Pharmaceuticals 4.9company rating

    Customer success manager job in Sleepy Hollow, NY

    Regeneron is seeking a Director, Customer Insights - Market Access to join our organization! In this role, a typical day might include: The Director, Customer Insights, Market Access will report into the Executive Director, I&A, Market Access, within the Commercial Strategy and Insights and Analytics (CSI&A) department. This individual will partner with and serve as a strategic advisor for Market Access stakeholders to inform business decisions - including with payers, providers, policymakers and health systems. This includes leading efforts to understand customer needs, behaviors and preferences, translating these insights into actionable strategies that enhance market access, drive growth and improve customer experience across all Regeneron brands. The individual will require a strong understanding of how and when to use specific market research methodologies to drive a high-resolution and up-to-date market understanding, to inform commercial market access strategy and implementation. This role might be for you if you can/have: Lead 1) Lead market research plans and individual projects that inform business decisions for Regeneron's Market Access team Develop 2) Develop innovative Customer Insights plans that align with strategic imperatives for Market Access and Commercial Business Units (CBUs), demonstrating an ability to translate insights gaps into key business questions and inform the optimal research approach 3) Proactively recommend studies that inform critical market access decision-points and address opportunities and challenges Partnership and collaboration 4) Develop and maintain a mutually beneficial partnership with stakeholders across the Market Access team, Regeneron CBUs and CSI&A; strike a balance between project rigor, timelines and ability to influence decisions 5) Manage market access research suppliers to design, scope, execute and analyze research results and develop business implications 6) Partner closely with Market Access, HEOR, Medical Affairs and other stakeholders to shape value propositions and go-to-market approaches that resonate with decision makers across the healthcare ecosystem 7) Collaborate with the Market Access team, CBUs and CSI&A colleagues to influence data capabilities and stay informed on the market access landscape, trends and competitive outlook 8) Work closely with Advanced Analytics partners to effectively measure performance of key market access initiatives via secondary data sources; address related questions from senior leadership Execute 9) Demonstrate proficiency and drive continuous improvement in market access primary research designs and analysis (qualitative and quantitative), and develop customized innovative research solutions to address complex strategic business issues 10) Manage all market access primary research in accordance with internal compliance policies and best practices, with agreed upon preferred vendors 11) Recommend reasonable, evidence driven business-building ideas, while encouraging the use of customer and market insights to inform strategic business decisions 12) Provide support for pricing and contracting strategies, designing patient reimbursement journeys, and developing patient support programs to ensure access to Regeneron medicines and improve patient outcomes * Market access customer insights: lead qualitative and quantitative research with payers, providers, and policy stakeholders to understand evolving access dynamics; integrate payer insights with patient and HCP perspectives to create a holistic view of barriers to access, affordability and adoption; provide forward-looking assessments of policy changes, competitive access strategies and value-based care models; identify key drivers of customer satisfaction and loyalty to inform business strategies. * Pricing and contracting support: collaborate with pricing and contracting teams to incorporate customer insights into pricing strategies and negotiations; analyze competitive pricing models and market dynamics to recommend optimal pricing structures; support the development of contracting frameworks and agreements that align with customer needs and payer expectations; provide insights into value-based pricing models, reimbursement strategies and risk-sharing agreements to enhance market access outcomes. * Patient reimbursement journey design: map the end-to-end patient reimbursement journey to identify pain points and opportunities for improvement; work closely with payers, providers and patient advocacy groups to streamline reimbursement processes and minimize barriers to access; work to uncover solutions to address challenges such as prior authorizations, co-pay assistance and insurance coverage gaps; provide insights to enhance patient affordability programs and ensure equitable access to therapies. 13) Establish, manage and share outcomes from plans that measure and track performance against critical success factors 14) Synthesize insights and analyses from a variety of sources (marketing research, competitive intelligence, secondary data) to inform strategic choices and decisions; develop and present findings to business teams and senior management 15) Consolidate and integrate a variety of market access data and information into actionable and differentiating insights that identify business opportunities/strategies, keeping in mind broader business implications 16) Create compelling presentations that communicate complex insights in a manner that is easily understood and actioned upon 17) Recommend reasonable, evidence driven business-building ideas, while encouraging the use of customer and market insights to inform strategic business decisions To be considered for this opportunity, you must have the following: * BA/BS required * 12+ years of pharmaceutical/biotech commercial experience (or 10+ years with MBA/MS), in roles of increasing accountability; prior experience with market acesss primary research, biologic medicines and in market-leading brands is required * Demonstrated success in using market research to inform and influence important business decisions * 12+ years (or 10+ years for MBA/MS) of relevant pharmaceutical/biotech industry experience in Commercial roles with increasing responsibilities and accountabilities * Experience in survey design, data analysis (including secondary data), managing suppliers, presenting results, and recommending courses of action supported by research findings * Experience in cross-functional communication and consensus building * Strong technical understanding of marketing research methodologies and deep knowledge and experience across multiple complex research tools * Strong understanding of data sources and nomenclatures in the product development environment * Demonstrated knowledge of the legal and regulatory environment, as it relates to commercialization in the pharmaceutical/biotechnology industry * Demonstrated flexibility, leadership, influence and emotional intelligence in working across stakeholders * Extensive experience with managing numerous projects concurrently against stringent deadlines in a fast-paced, timeline-driven atmosphere * Strong analytical skills and strategic thinking ability * Concise and impactful written and verbal communication skills * Demonstrated experience in influencing and driving decision making * Expertise in data visualization and data storytelling of market research findings Does this sound like you? Apply now to take your first step towards living the Regeneron Way! We have an inclusive and diverse culture that provides comprehensive benefits, which often include (depending on location) health and wellness programs, fitness centers, equity awards, annual bonuses, and paid time off for eligible employees at all levels! Regeneron is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion or belief (or lack thereof), sex, nationality, national or ethnic origin, civil status, age, citizenship status, membership of the Traveler community, sexual orientation, disability, genetic information, familial status, marital or registered civil partnership status, pregnancy or parental status, gender identity, gender reassignment, military or veteran status, or any other protected characteristic in accordance with applicable laws and regulations. The Company will also provide reasonable accommodation to the known disabilities or chronic illnesses of an otherwise qualified applicant for employment, unless the accommodation would impose undue hardship on the operation of the Company's business. For roles in which the hired candidate will be working in the U.S., the salary ranges provided are shown in accordance with U.S. law and apply to U.S.-based positions. For roles which will be based in Japan and/or Canada, the salary ranges are shown in accordance with the applicable local law and currency. If you are outside the U.S, Japan or Canada, please speak with your recruiter about salaries and benefits in your location. Please note that certain background checks will form part of the recruitment process. Background checks will be conducted in accordance with the law of the country where the position is based, including the type of background checks conducted. The purpose of carrying out such checks is for Regeneron to verify certain information regarding a candidate prior to the commencement of employment such as identity, right to work, educational qualifications etc. Salary Range (annually) $180,400.00 - $300,700.00
    $180.4k-300.7k yearly Auto-Apply 60d+ ago
  • Strategic Account Manager

    Global Industrial 4.5company rating

    Customer success manager job in Port Washington, NY

    Global Industrial For over 70 years Global Industrial has been an industry leader providing private label and brand name industrial equipment and supplies to businesses throughout North America. We carry over one million industrial, material handling and business products that are sold through our website, corporate sales people and full color catalogs. We are constantly increasing our product offerings to meet the diverse and changing needs of our customers. Our customers include small to large corporations, institutions, government agencies and consumers across North America. Key Responsibilities * Global Equipment has a customer focused sales approach which includes the following core competencies: o Planning and Organizing. o Develop and manage a tactical account/territory sales plan. o Thorough client analysis to assess customer needs, values, purchasing behavior, and motivation. o This includes extensive researching, competitor and market analysis. o Execute a sales strategy for penetrating accounts and maximize sales, e.g. prospecting, cold calling, identifying key decision makers and determining buying criteria. o Effectively develop and manage your sales plan by setting daily/weekly/monthly goals and objectives, prioritizing tasks, utilizing your time effectively and efficiently, and taking full advantage of available resources. o Utilize sales planning tools and the pipeline management process to obtain business objectives and goals. o Relationship Building. o Build trust and credibility with clients. o Learning and engaging the customer to understand the process of what they value, e.g. strategic and investigative questioning. o Assist your customer with finding solutions that will help them achieve their goals and added value. o Provide support, information, and guidance by researching and recommending new profit and service improvements. o Position yourself for new opportunities through networking and identify cross selling and up selling opportunities. o Providing superior customer service which includes learning everything you can about them so you can tailor your service approach to their needs and buying habits. o Courtesy and timely follow up are key. o Product Knowledge. o Understanding of Global Equipment Company industry and products o Stay abreast of industry trends. o Utilize internal resources to gather information regarding new product offerings. o Communication Skills. o Effective verbal communication skills, e.g. speaking clearly, listening attentively, building rapport. o Ability to write clearly and succinctly in a variety of communication settings, e.g. business letters and emails o Ability to effectively persuade by asking intelligent business questions to determine customer needs. Competencies and skills * Requires Bachelor degree in business or marketing or at least 2 years of telephone business to business sales experience. * Knowledge and competence in the major elements of inside sales including cold calling, business development, customer qualification, and customer acquisition. * Superior sales planning and business development skills. * Excellent written/verbal communication and presentation skills. * Strong computer skills to include proficiency in Microsoft Word, Outlook and PowerPoint and CRM Software. * Self motivated with superior problem solving and negotiation skills. * Effectively prioritize sales efforts and activities. * Excellent organization and time management skills are essential. * Proven Results in: o YOY Category Growth o Contact Management and demonstrates consistent use of technology tools such as CRM, Pipeline, Call Pad, Spotlight, ZoomInfo o Multi location account coverage o Proven track record of exceeding revenue targets * 2+ years enterprise account experience * 2+ years sales experience with Global Industrial * Willingness to accept new account assignments that are vertically aligned with concentrated number of accounts * Industry Specific Expertise EEO/AA Statement Global Industrial 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $47k-75k yearly est. 12d ago

Learn more about customer success manager jobs

How much does a customer success manager earn in Weston, CT?

The average customer success manager in Weston, CT earns between $60,000 and $143,000 annually. This compares to the national average customer success manager range of $61,000 to $142,000.

Average customer success manager salary in Weston, CT

$93,000

What are the biggest employers of Customer Success Managers in Weston, CT?

The biggest employers of Customer Success Managers in Weston, CT are:
  1. CarNow
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