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Customer success manager jobs in Windsor, CA

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  • Director of Customer success - Life sciences

    Zensar Technologies 4.3company rating

    Customer success manager job in Santa Rosa, CA

    Looking for a workplace where people realize their full potential, are recognized for the impact they make, and enjoy the company of the peers they work with? Welcome to Zensar! Read on for more details on the role and about us. Job Title: Director -Customer Success - Life sciences Location: Redwood city, CA Position type: Fulltime What's this role about? The Director of Customer Success will lead a high-performing team dedicated to ensuring exceptional client experiences and driving measurable outcomes for life sciences organizations. This role is pivotal in building long-term strategic client-partnerships, maximizing customer value, and supporting business growth through proactive engagement and consultative guidance. *Description for Internal Candidates Key Responsibilities: Customer Relationship Management: Act as the voice of the customer internally, to influence service & operational enhancements Serve as the executive sponsor for key accounts Set and maintain client expectations Ensure alignment between client objectives and service delivery Build and maintain strong relationships with senior stakeholders Strategic Leadership: Develop and execute a comprehensive customer success strategy aligned with organizational goals. Partner with Sales, Delivery & Operations teams to ensure seamless onboarding, delivery/adoption, and retention. Leverage data-driven insights to identify trends, risks, and opportunities for upsell and cross-sell. Operational Excellence: Implement scalable processes and tools to improve efficiency and customer experience. Establish KPIs and performance metrics to measure service performance and customer satisfaction. Establish the client-governance model and lead facilitation of quarterly business reviews with the client Drive continuous improvement initiatives across the customer lifecycle. Measurable KPIs: Revenue Growth from Existing Accounts: Drive 10-20% YoY growth through upsell/cross-sell initiatives. Customer Health Score: Maintain an average health score of 8/10 or higher across all accounts. Client Team Performance: Achieve 100% completion of quarterly success plans and maintain employee engagement scores above 80%. Qualifications: Education: Bachelor's degree in Life Sciences, Business, or related field; advanced degree (MBA, MS) preferred. Experience: 10+ years in Customer Success, Account Management, or Consulting within the life sciences industry. 10+ years in Pharmaceutical or Life Sciences industry. 10+ years providing IT-related services or performing IT-related functions within Life Sciences industry Proven track record of managing enterprise-level clients and delivering measurable business outcomes. Strong leadership experience with ability to build and scale teams. Skills: Deep understanding of pharmaceutical/biotech market dynamics and regulatory environment. Exceptional written & verbal communication, negotiation, and executive presence. Analytical mindset with proficiency in CRM and customer success platforms Advantage Zensar We are a digital solutions and technology services company that partners with global organizations across industries to achieve digital transformation. With a strong track record of innovation, investment in digital solutions, and commitment to client success, at Zensar, you can help clients achieve new thresholds of performance. A subsidiary of RPG Group, Zensar has its HQ in India, and offices across the world, including Mexico, South Africa, UK and USA. Zensar is all about celebrating individuality, creativity, innovation, and flexibility. We hire based on values, talent, and the potential necessary to fill a given job profile, irrespective of nationality, sexuality, race, color, and creed. We also put in policies to empower this assorted talent pool with the right environment for growth. At Zensar, you Grow, Own, Achieve, Learn. Learn more about our culture: ***************************************** Ready to #ExperienceZensar? Begin your application by clicking on the ‘Apply Online' button below. Be sure to have your resume handy! If you're having trouble applying, drop a line to ******************.
    $123k-166k yearly est. 2d ago
  • Director of Client Services

    Vibe Talent

    Customer success manager job in Santa Rosa, CA

    Director of Delivery and Client Services: Hi-Tech (Digital Transformation | Cloud Consulting) About the Opportunity Vibe Talent has been exclusively retained by a rapidly growing, cloud-focused technology consulting organization to hire a Director of Client Services to serves as it's Client lead for Delivery and Expansion in the Bay Area. This is a high-impact leadership role responsible for overseeing enterprise client relationships, leading digital transformation initiatives, and ensuring successful delivery across multi work-stream programs in the Hi-Tech arena. This role is ideal for someone who thrives at the intersection of consulting, cloud technology, digital modernization, and executive client management. You'll shape strategy, influence outcomes, and lead teams delivering innovative transformation programs for large, tech-forward organizations. What You'll Do: Serve as the executive partner to enterprise clients, ensuring long-term success and program delivery excellence Lead complex digital transformation, cloud modernization, and engineering-driven initiatives Manage cross-functional consulting and technical teams across multiple workstreams Drive account expansion opportunities, including new initiatives, upsell, and strategic program growth Own client satisfaction, delivery quality, and overall engagement health metrics Collaborate with senior leadership on service strategy, delivery frameworks, and continuous improvement Represent the organization as a trusted advisor in technical and business transformation discussions What We're Looking For: 8+ years in technology consulting, digital transformation leadership, or cloud consulting delivery leading complex work-streams while growing client relationships through outcome based consulting Proven success leading enterprise-scale transformation programs (cloud, software modernization, engineering, data, or platform initiatives) Strong background working within consulting firms, cloud consultancies, or high-growth professional services environments Experience overseeing multi-workstream project teams and delivering high-impact technology programs Exceptional communication and executive stakeholder management skills Ability to translate technical concepts into business value and strategic outcomes Based in the San Francisco Bay Area or able to operate locally in a hybrid capacity Why This Role Is Compelling High autonomy and ownership over enterprise-scale client programs Opportunity to shape delivery strategy within a modern, cloud-native consulting environment with the most prestigious of client bases Work directly with senior leadership on innovation, client strategy, and service evolution Rapidly growing organization with a strong culture of excellence, transformation, and outcome-driven consulting
    $116k-176k yearly est. 3d ago
  • Senior Client Partner / Client Partner

    Leading Management and It Services Company

    Customer success manager job in Santa Rosa, CA

    About the Company Our client is leading Strategic Management and Information Technology company, recognized as a global leader in digital services. With offices in 60 countries, they navigate digital transformation through cutting-edge AI, cloud, and automation solutions. About the Role Client Partner will manage a portfolio of existing clients within the High Technology Industry. P&L responsibility typically in the $30M-$70M portfolio range Accountable for revenue growth, client satisfaction, and overseeing delivery excellence. Work at the intersection of business transformation and digital innovation (i.e: modernization, transformation, Applications, Cloud, AI-enabled insights, and digitization) to clients. Responsibilities Nurture client relationships Foster Business Development efforts Serve as the primary relationship leader for client stakeholders. Qualifications Bachelor's degree or higher; IT Services or Management Consulting account management experience Track record managing High-Technology clients. Experience in building CXO-level relationships and developing large proposals. Note Work from home when not a client site Pay range and compensation package Competitive pay, as a full-time employee you are also eligible for the following benefits: Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness, Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off Equal Opportunity Statement Important Note: Our client is unable to provide immigration sponsorship for this role at this time. Candidate must be visa independent.
    $114k-182k yearly est. 1d ago
  • Engagement Manager -Decision Science

    Fractal 4.2company rating

    Customer success manager job in Santa Rosa, CA

    Engagement Manager - Decision Science Fractal is a strategic AI partner to Fortune 500 companies with a vision to power every human decision in the enterprise. Fractal is building a world where individual choices, freedom, and diversity are the greatest assets. An ecosystem where human imagination is at the heart of every decision. Where no possibility is written off, only challenged to get better. We believe that a true Fractalite is the one who empowers imagination with intelligence. Fractal has been featured as a Great Place to Work by The Economic Times in partnership with the Great Place to Work Institute and recognized as a ‘Cool Vendor' and a ‘Vendor to Watch' by Gartner. Please visit Fractal | Intelligence for Imagination for more information about Fractal. Fractal is looking for a proactive and driven Engagement Manager - Decision Science to join our Decision Science Consulting team in the Bay Area, CA. In this role, you will help power measurable outcomes for leading technology organizations, leveraging cutting-edge GenAI, Data Science, Engineering, and Behavioral Science capabilities. This is a perfect opportunity for someone who combines consulting-grade systems thinking, strong problem-solving, effective communication, and thought leadership to help our clients solve their most strategic business problems. The ideal candidate will fit well with our key values i.e. someone who is humble, hungry and smart. Key Responsibilities Serve as the primary point of contact for senior client stakeholders as strategic partner. Lead delivery of complex analytics and AI-driven programs, ensuring quality and timely outcomes. Proactively innovate solutions leveraging decision science, behavioral insights, and emerging AI capabilities. Foster collaboration across multi-disciplinary teams and drive delivery excellence. Identify opportunities to deepen client relationships and expand engagement scope. Contribute to thought leadership and practice growth initiatives. Core Requirements (Must Have) 10-14 years of experience in analytics consulting or decision science leadership roles. Proven ability to manage senior client relationships and deliver complex programs. Strong problem-solving mindset with first-principles thinking. Established subject matter expert in 1 or more of the following - data science, digital marketing, behavior science, GenAI, product management, software development with strong familiarity or interest in remaining fields Excellent communication and team leadership skills; ability to mentor and build high-performing teams. Culture fit: Humble, Hungry, Smart (HHS) with a collaborative approach. Preferred Skills (Good to Have) Familiarity with SQL and Python for problem-solving (hands-on). Exposure to consulting frameworks e.g. 5-whys, issue tree, prioritization matrix Exposure to project management frameworks e.g. agile, waterfall, scrum Exposure to product management concepts e.g. PRD, backlog grooming, user stories Experience in digital analytics, experimentation, and data-driven decision-making. Understanding of Adobe Analytics concepts and digital data structures. Exposure to standard ML techniques (e.g. regression, clustering, experimentation, forecasting). Interest in emerging GenAI applications and trends. Location Bay Area, CA (onsite ~3 days/week) Equal Opportunity Employer Fractal 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. Pay The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Fractal, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: $120,000 to $185,000. In addition, for the current performance period, you may be eligible for a discretionary bonus. Benefits As a full-time employee of the company or as an hourly employee working more than 30 hours per week, you will be eligible to participate in the health, dental, vision, life insurance, and disability plans in accordance with the plan documents, which may be amended from time to time. You will be eligible for benefits on the first day of employment with the Company. In addition, you are eligible to participate in the Company 401(k) Plan after 30 days of employment, in accordance with the applicable plan terms. The Company provides for 11 paid holidays and 12 weeks of Parental Leave. We also follow a “free time” PTO policy, allowing you the flexibility to take time needed for either sick time or vacation.
    $120k-185k yearly 2d ago
  • Account Manager

    American Scissor Lift Inc.

    Customer success manager job in Santa Rosa, CA

    The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face. Responsibilities Work cross functionally within the company to communicate with all stakeholders in customers' success Create and maintain relationships with customers to better understand and achieve their needs Make visits to our customers to identify opportunities for growth within our platform Manage all reporting about the health of customers' accounts Qualifications Previous account management experience Articulate and well accustomed to a client facing role Willingness and ability to travel
    $65k-118k yearly est. 1d ago
  • Sales Manager

    Premium Retail Services 4.1company rating

    Customer success manager job in Napa, CA

    Drive sales through personalized wireless solutions and customer education. Premium Retail Services operates in more than 1200 Walmart Supercenter locations across North America, with a dedicated sales team of more than 3,000 Wireless Sales Pros. We are currently seeking a Full Time Sales Manager to join our Wireless team in Napa, CA. Prior sales experience or existing knowledge of the wireless category is not mandatory, but you must be driven to learn. We will teach you everything you need to know about wireless plans, services, devices, and promotions through ongoing in-store, as well as online, training. What you will do: Oversee a team of Wireless Sales Pros, providing recruitment, leadership, coaching, guidance, mentoring, and development achieve sales and business targets in 3-4 retail locations. Inspire and motivate teams to meet or exceed assigned sales targets and established KPIs. Exemplify a player-coach approach by setting the sales and training standard for top performance in your market. Lead recruitment efforts and executes strategies to maintain top-quality talent across all assigned locations. Embody the model of professionalism, work ethic, and determination for both Premium, the client, in-store management and associates. What is in it for you? Reward: Exceptional earning potential including a base salary plus a monthly performance-based bonus and commission. Full benefits package: Paid time off, group health, life and disability insurance, tuition reimbursement, and 401(k) retirement savings plans (with match). Tools for Success: We will train, coach & support you to help you succeed in your role. Upward Mobility: With more than 1,200 locations, we provide excellent career-advancement opportunities within the program and beyond. If you meet these qualifications, we'd love to meet you: Two years of experience in sales and consistently surpassing sales objectives is an asset. Prior leadership experience preferred. Prefer candidates who have a knack for all things wireless. We're seeking a wordsmith with exceptional communication skills-both spoken and written! Demonstrated excellence in multitasking, demand management, problem-solving, and organizational skills. Who we are: Premium Retail Services is a part of Acosta Group - a collective of the industry's most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey. Since 1985, Premium has been a top provider of sales and merchandising services, reshaping retail through innovation and excellence for hundreds of renowned brands across retail categories. With 12,000+ employees across the U.S. and Canada, we are a people-first company, and we strive to ensure our team members enjoy their jobs, feel valued, and emulate our core beliefs - that's why we frequently promote from within. We encourage our employees to innovate and expand new horizons, making internal development our cornerstone. Find your place at Premium - whether it's merchandising, sales or brand advocacy, there's a spot for you on our team. We empower you to Discover Your Path and fully embrace BEING YOU as you shape your journey with us. At Acosta Group, we value equal opportunity in employment practices and career progression. We are dedicated to fostering a diverse, inclusive workforce, and provide equal employment opportunity for all applicants and employees. Employment decisions are based on business needs, job requirements, and individual qualifications without regard to race/ethnicity, gender/gender identity, disability, veteran status, or any other basis protected by federal, state, and local laws. As an equal-opportunity employer, Acosta Group will provide reasonable accommodations for applicants with physical or mental disabilities to complete applications or interviews for employment. If reasonable accommodation is needed to participate in the job application or interview process, please contact ***************************. By applying, you agree to our Privacy Statement and Terms of Conditions. US: ******************************************** ************************************* Premium is an Acosta Group Agency. To learn more about Premium click here **********************************
    $59k-101k yearly est. 5d ago
  • Client Service Director - Water/Wastewater

    Kennedy/Jenks Consultants 4.1company rating

    Customer success manager job in Santa Rosa, CA

    Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint. Key Responsibilities: Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities. Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings. Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects. Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery. Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth. Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships. Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success. Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews. Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction. Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary. Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member. Qualifications: Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting. Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity. Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership. Communication Skills: Strong writing, editing, research, and verbal communication abilities. Experience: Minimum of 15 years of relevant experience. Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus. Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed. Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work, with a minimum of two days per week in the office. This approach empowers our people to thrive, collaborate, and achieve their full potential. Salary Range for this position is anticipated to be between $190,000 and $270,000, depending on education, experience, qualifications, licensure/certifications, and geographic location. This position is eligible for performance and incentive compensation. Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs. #LI-hybrid
    $190k-270k yearly 38d ago
  • Client Manager - Marine Infrastructure

    The Foth Companies 3.9company rating

    Customer success manager job in Petaluma, CA

    **Foth** is a 100% member-owned science and engineering consulting firm headquartered in Wisconsin, with over 85 years of success. Our 700 members across 31 locations are dedicated to **solving our clients' toughest science and engineering challenges** . Consistently ranked by Engineering News Record in the top 150 firms, we offer a values-based, collaborative, and flexible work environment with professional growth opportunities. If you thrive working alongside a smart, caring team of colleagues, consider joining us at **Foth** . **Foth** is on the hunt for a dynamic and driven **Client Manager** to join our **Ports and Harbors** team! In this exciting role, you'll manage client relationships, spearhead new business ventures, and enhance opportunities for clients with complex environmental programs. You'll leverage your existing connections to develop new business, stay ahead of relevant regulations, lead proposal development, and maintain long-term client relationships. Plus, you'll ensure client satisfaction, collaborate with project managers for project success, and play a key role in strategic planning. Ideal candidates will be located in the **Midwest, Northeast, or Southeast United States; or Bay Area California** and are open to **25% travel.** **Primary Responsibilities** + **Drive Business Development:** Leverage your existing relationships to identify and cultivate new business opportunities that align with Foth's market approach. Actively pursue and close sales deals to ensure a steady pipeline of projects. + **Lead Proposals and Presentations:** Develop and deliver compelling proposals and presentations, showcasing your ability to understand client needs and market dynamics. + **Foster Long-Term Relationships:** Build and maintain long-term client relationships, ensuring satisfaction with our services and fostering loyalty. + **Strategic Selling:** Develop and implement strategies to address client risks, execution concerns, and stakeholder issues, positioning Foth as a trusted partner. + **Ensure Project Success:** Collaborate with Foth project managers and clients to ensure successful project outcomes from initiation to completion. + **Stay Informed:** Maintain up-to-date knowledge of existing and proposed regulations related to public and private/industrial waterfront facilities, ensuring compliance and strategic advantage. + **Strategic Planning:** Participate in strategic planning, development, deployment, and growth initiatives to align with Foth's market strategy. + **Technical Leadership:** Provide technical knowledge and project management expertise, supporting turn-key or design-build value propositions. + **Mentor and Coach:** Guide and mentor team members, fostering a culture of excellence and continuous improvement. **Required Qualifications** + Bachelor's degree in Engineering, Environmental Science, Geology, or similar technical discipline + 10+ years of experience in engineering consulting services in either the public or private sector + Previous marine, waterfront, coastal, dredging and/or resiliency project experience **Preferred Qualifications** + 15+ years of experience in engineering consulting services in either the public or private sector + Demonstrated success in business development in the port & harbor infrastructure and dredging market + A proven track record developing, retaining and maintaining clients + Proven technical leadership or project management on complex, multi-disciplined projects including preparation of design calculations, site plans, construction drawings and specifications, and other technical work products + Previous experience developing design/build project opportunities **What types of exciting challenges is Foth involved in?** + Bay Area Park Improvements - FOTH (******************************************************************* + Endicott College Seawall Replacement - FOTH + Agricultural Maritime Export Facility - FOTH (****************************************************************************** + Confined Aquatic Disposal (CAD) Cell and Terminal Extension - FOTH + Oak Bluffs Seawall Restoration - FOTH (*********************************************************************** + WETA Vallejo Baylink Ferry Terminal Dredging and Float Restoration - FOTH + Shoreline Park Pier Restoration - FOTH (************************************************************************ + S.S. Badger Docking Facility Repairs - FOTH The base compensation listed for this job posting reflects a general range for the posted position. Base compensation will vary based on factors such as: years of experience, location, level of responsibility and licenses/certifications. In addition to base compensation, Foth members may be eligible to receive bonuses through our Earned Performance Incentive program. All employees are eligible for On-the-Spot bonuses. Exempt members are also eligible for either quarterly and/or annual bonuses. Eligible full-time and part-time members will be offered medical, dental, vision insurance, employee assistance program, disability, retirement, holiday pay, and several other voluntary benefits. Regular full-time members are also eligible for paid time off. Please reach out to the recruiting team to discuss any specific benefits or compensation questions. Note: In some situations, we may consider an alternative position based on your skill set and experience. This may result in a different compensation range. **Why Foth:** **Established Reputation** : With over 85 years of success, we are proud to be 100% member-owned. **Dynamic Culture** : Benefit from a values-based, client-centered, and flexible work environment, with ample professional growth opportunities and supportive colleagues, contributing to our impressive 92+% member retention rate. **Challenging Projects** : Engage in diverse and exciting projects that promote continuous professional growth and development. Join our team and experience the Foth difference! Learn more at foth.com/careers All Foth Companies are equal opportunity employers, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, or any other characteristic protected by law. Qualified women, minorities, persons with disabilities, and veterans are encouraged to apply. All locations are tobacco-free. Subject to applicable state law, all applicants who have received a written offer of employment and a copy of Foth's Drug and Alcohol-Free Workplace Program Policy, will be required to undergo testing for commonly abused controlled substances. Applicants must complete the required drug testing within two business days of offer acceptance. Foth will pay for all drug testing, which will be conducted by a licensed independent medical laboratory that follows testing requirements in accordance with applicable state law. Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. $130,000 - $170,000 a year
    $130k-170k yearly 60d+ ago
  • Client Success Manager

    Thekey

    Customer success manager job in San Rafael, CA

    For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes. Essential Duties and Responsibilities: ● Manage the day-to-day client relationship and delivery of quality care ● Identifying and focusing on a holistic approach to client care with a focus on quality of life, including recommending new and/or specific avenues to improve client care and experience ● Conduct in person assessments with prospective clients, addressing their questions and concerns, building relationships with their families, and converting them into active service with the organization. ● Utilize interpersonal relationships and communication skills to build rapport with the client and fortify the relationship with the client and the client's support system ● Ensure that TheKey care team is up-to-date with all relevant information and the care plan is thoroughly documented and routinely updated ● Collaboration and communication with internal and external customers on a regular proactive basis, including, daily, weekly, and/or monthly meetings, as appropriate ● Consult with the client regarding their specific needs and preferences, experience and objectives, and evaluating potential solutions to client needs ● Acting as subject matter expert for all quality control and quality assurance matters ● Understand each new client's needs by conducting a thorough initial assessment or a review of previously completed assessment ● Follow the Start of Care Process to ensure a quality experience by providing extra support for new client cases to ensure complete client satisfaction ● Conduct in-person client re-assessments and quality assurance visits that include but are not limited to a view of home safety assessments, the client's daily routines, and the client's preferences and needs. ● Proactively assessing and reassessing client needs and referring the client to additional services, adjusting services, or adjusting caregiving staff ● Communicate effectively with the interdisciplinary team to ensure an overall quality experience, including the best possible caregiver match, the accuracy of client billing, and long-term care insurance benefit utilization. Managing Caregiver introductions to clients and families and recommending additional training for caregivers as care needs evolve ● Manage escalations and/or complaints from clients, caregivers, and others and utilizing their judgment and discretion to resolve them ● Reviewing and adjusting the client rates as the care progresses with consideration of changing care needs; quality service, service issues, and overall client satisfaction ● Ensuring compliance with all state regulations and following all company guidelines ● Recommending and/or implementing policy and/procedures to address specific or a group of clients ● Look for cross-referral opportunities and other means of increasing business from new and existing clients ● Support on-call and after-hours support as needed ● Additional duties as assigned Required Skills, Education, and Certifications: ● Bachelor's Degree in Human or Health Services or a related profession from an accredited university preferred or equivalent work experience ● Excellent customer service and conflict resolution skills ● Computer proficiency and ability to document accurate and timely notes in systems related to client visits ● Current driver's license and proof of insurance Compensation: $80,000-$85,000 Preferred ● 3 years experience in health care, elder care, social work, or related industry preferred Physical Requirements: ● Ability to travel locally approximately up to 75% of the time ● Ability to lift and carry up to 15-20 pounds ● Ability to sit, stand, and walk for prolonged period of time throughout the workday ● Ability to use standard office equipment ● The information contained here is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. Reasonable accommodations may be made to assist qualified disabled persons to perform the essential functions of the job. Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time. The does not TheKey | Job Description 2 constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. Benefits for full time employees Medical/Dental/Vision Insurance TouchCare VirtualCare Life Insurance Health Savings Account Flexible Spending Account 401(k) Matching Employee Assistance Program PTO Plan for Non-Exempt Employees Flexible PTO Plan for Exempt Employees Holidays and Floating Holidays Pet Insurance TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law. California Residents Only: In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded. #LI-TK
    $80k-85k yearly Auto-Apply 38d ago
  • Client Success Manager

    Thekey LLC

    Customer success manager job in San Rafael, CA

    For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes. Essential Duties and Responsibilities: ● Manage the day-to-day client relationship and delivery of quality care ● Identifying and focusing on a holistic approach to client care with a focus on quality of life, including recommending new and/or specific avenues to improve client care and experience ● Conduct in person assessments with prospective clients, addressing their questions and concerns, building relationships with their families, and converting them into active service with the organization. ● Utilize interpersonal relationships and communication skills to build rapport with the client and fortify the relationship with the client and the client's support system ● Ensure that TheKey care team is up-to-date with all relevant information and the care plan is thoroughly documented and routinely updated ● Collaboration and communication with internal and external customers on a regular proactive basis, including, daily, weekly, and/or monthly meetings, as appropriate ● Consult with the client regarding their specific needs and preferences, experience and objectives, and evaluating potential solutions to client needs ● Acting as subject matter expert for all quality control and quality assurance matters ● Understand each new client's needs by conducting a thorough initial assessment or a review of previously completed assessment ● Follow the Start of Care Process to ensure a quality experience by providing extra support for new client cases to ensure complete client satisfaction ● Conduct in-person client re-assessments and quality assurance visits that include but are not limited to a view of home safety assessments, the client's daily routines, and the client's preferences and needs. ● Proactively assessing and reassessing client needs and referring the client to additional services, adjusting services, or adjusting caregiving staff ● Communicate effectively with the interdisciplinary team to ensure an overall quality experience, including the best possible caregiver match, the accuracy of client billing, and long-term care insurance benefit utilization. Managing Caregiver introductions to clients and families and recommending additional training for caregivers as care needs evolve ● Manage escalations and/or complaints from clients, caregivers, and others and utilizing their judgment and discretion to resolve them ● Reviewing and adjusting the client rates as the care progresses with consideration of changing care needs; quality service, service issues, and overall client satisfaction ● Ensuring compliance with all state regulations and following all company guidelines ● Recommending and/or implementing policy and/procedures to address specific or a group of clients ● Look for cross-referral opportunities and other means of increasing business from new and existing clients ● Support on-call and after-hours support as needed ● Additional duties as assigned Required Skills, Education, and Certifications: ● Bachelor's Degree in Human or Health Services or a related profession from an accredited university preferred or equivalent work experience ● Excellent customer service and conflict resolution skills ● Computer proficiency and ability to document accurate and timely notes in systems related to client visits ● Current driver's license and proof of insurance Compensation: $80,000-$85,000 Preferred ● 3 years experience in health care, elder care, social work, or related industry preferred Physical Requirements: ● Ability to travel locally approximately up to 75% of the time ● Ability to lift and carry up to 15-20 pounds ● Ability to sit, stand, and walk for prolonged period of time throughout the workday ● Ability to use standard office equipment ● The information contained here is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. Reasonable accommodations may be made to assist qualified disabled persons to perform the essential functions of the job. Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time. The does not TheKey | Job Description 2 constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. Benefits for full time employees * Medical/Dental/Vision Insurance * TouchCare VirtualCare * Life Insurance * Health Savings Account * Flexible Spending Account * 401(k) Matching * Employee Assistance Program * PTO Plan for Non-Exempt Employees * Flexible PTO Plan for Exempt Employees * Holidays and Floating Holidays * Pet Insurance TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law. California Residents Only: In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded. #LI-TK
    $80k-85k yearly Auto-Apply 19d ago
  • Client Services Manager

    Senior Helpers 3.9company rating

    Customer success manager job in Santa Rosa, CA

    Client Services Manager - Santa Rosa Office Senior Helpers Senior Helpers is seeking a Client Services Manager to join our Santa Rosa team. In this vital role, you'll be at the forefront of our mission to provide compassionate care and improve the quality of life for our clients, their families, and our employees. As the Client Services Manager, you'll oversee the delivery and development of all client services and caregiver support within the franchise territory. Your responsibilities will include ensuring high-quality care, supporting client and caregiver retention, and driving growth in client service hours. This is a full-time, salaried position. Key Responsibilities Client Engagement & Retention Maintain consistent communication with new clients through caregiver introductions, first-day service calls, and a visit within the first 30 days. Conduct bi-monthly client visits to assess care quality and client/family satisfaction. Manage hospital, rehab, and facility visits as needed. Care Management Develop and update personalized care plans using LifeProfile (training provided). Partner with schedulers to ensure the right caregiver fit. Perform site checks to ensure caregivers follow care plans, policies, and Senior Helpers standards. Business Development Handle service inquiries, follow up on leads, and support revenue growth. Represent Senior Helpers at networking events and serve as a professional ambassador for the company. Seek opportunities to expand client hours, including through special programs and gift certificate offerings. Team & Operational Support Collaborate with internal teams to resolve client concerns. Provide leadership in problem-solving, issue resolution, and service improvements. Perform additional duties as assigned. Qualifications Industry Experience: Prior home care, healthcare, or senior services experience required. Education: Bachelor's degree and 3+ years of related work experience strongly preferred. Client Management: At least 1 year of experience managing clients directly. Skills: Strong organizational and time-management skills. Excellent verbal communication, relationship-building, and follow-up skills. Ability to work independently and collaboratively in a fast-paced environment. Creative problem-solving and proactive leadership. Technical Proficiency: Skilled in Microsoft Word, Excel, Outlook, and internet use; quick learner of new software. Mobility: Ability to travel within the territory for client visits. Why Senior Helpers? At Senior Helpers, we're not just caregivers-we're advocates for improving lives. Join a compassionate, mission-driven team where your contributions directly enhance the well-being of clients and their families. We are an equal opportunity employer and prohibit discrimination/harassment 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 law.
    $58k-93k yearly est. Auto-Apply 60d+ ago
  • Women's Health Strategic Account Manager

    Natera 4.9company rating

    Customer success manager job in Bodega Bay, CA

    Job Description We are hiring a Women's Health Strategic Account Manager (SAM) to join Natera! The Strategic Account Manager works with the local women's health sales team to develop and execute strategies to increase Natera testing in IDNs, large hospital systems and Academic Medical Centers. This role involves internal collaboration, leading without authority, and forming relationships with key senior level influencers within health systems. The SAM will cover Northern California. Ideal candidate must reside in SF Bay Area. PRIMARY RESPONSIBILITIES: Educate and recruit Strategic Accounts and Lab Partners to utilize Natera's women's health portfolio of tests. Become a subject matter expert in Natera's technology and service offerings, effectively representing the company to key stakeholders including KOL physicians, Medical Directors, Hospital Administrators, Lab Directors, and Senior Management of Partner Labs. Develop relationships within OBGYN residency and MFM fellowship programs through various educational opportunities. Collaborate with both internal and external stakeholders in order to implement EMR and UX tools that will drive growth of Natera's women's health products. Develop and implement business plans that align with sales goals and resource availability, coordinating regional strategies and tactics with Regional Directors. Collaborate with the Natera Clinical Field Specialist (CFS) team to maximize business opportunities and partnerships. Formulate and execute strategies based on field input, market assessments, and industry trends, consistently applying "Best Practices". Work with internal and external key stakeholders to ensure blood access for Natera's portfolio of tests. Establish and maintain positive working relationships with all key customer segments, both internal and external. Maintain current status on all Natera training requirements. Required travel: 50-60% QUALIFICATIONS: Bachelor's degree or equivalent; MBA preferred. Minimum of 3 years of physician sales experience in the diagnostic laboratory industry, preferably within a genetics laboratory. At least 3 years of successful sales management or consulting experience in the diagnostic laboratory field. Demonstrated success in developing new markets, launching new products, and rapidly increasing revenue. Award-winning management or consulting track record. Market knowledge and experience in reproductive health is preferred. Strong time management skills. Effective coaching skills and openness to receiving coaching. Team-oriented with excellent initiative and self-motivation. Ability to navigate complex situations, both internally and externally. KNOWLEDGE, SKILLS, AND ABILITIES: Proven leadership with the ability to think strategically and execute tactically. Sense of urgency and focus on driving exceptional revenue growth. Capability to develop and execute strategic business plans. Confidence in achieving record-breaking growth. Expertise in creating and implementing successful sales strategies. Strong desire to play a critical role in the organization's success. In addition to the OTE listed below, this position will also receive car allowance and restricted-stock units. The compensation package listed is for 1st year OTE, which are based on a wide array of factors unique to each candidate, including but not limited to skill set, years & depth of experience, certifications and specific office location. On-target earnings (OTE) represent the total potential income an employee can earn by achieving 100% of their performance goals. It combines a base salary with commissions and serves as an estimated figure rather than a guaranteed amount, providing a guideline based on average performance outcomes. On-target earnings (OTE) $190,000-$220,000 USD OUR OPPORTUNITY Natera™ is a global leader in cell-free DNA (cf DNA) testing, dedicated to oncology, women's health, and organ health. Our aim is to make personalized genetic testing and diagnostics part of the standard of care to protect health and enable earlier and more targeted interventions that lead to longer, healthier lives. The Natera team consists of highly dedicated statisticians, geneticists, doctors, laboratory scientists, business professionals, software engineers and many other professionals from world-class institutions, who care deeply for our work and each other. When you join Natera, you'll work hard and grow quickly. Working alongside the elite of the industry, you'll be stretched and challenged, and take pride in being part of a company that is changing the landscape of genetic disease management. WHAT WE OFFER Competitive Benefits - Employee benefits include comprehensive medical, dental, vision, life and disability plans for eligible employees and their dependents. Additionally, Natera employees and their immediate families receive free testing in addition to fertility care benefits. Other benefits include pregnancy and baby bonding leave, 401k benefits, commuter benefits and much more. We also offer a generous employee referral program! For more information, visit *************** Natera is proud to be an Equal Opportunity Employer. We are committed to ensuring a diverse and inclusive workplace environment, and welcome people of different backgrounds, experiences, abilities and perspectives. Inclusive collaboration benefits our employees, our community and our patients, and is critical to our mission of changing the management of disease worldwide. All qualified applicants are encouraged to apply, and will be considered without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, age, veteran status, disability or any other legally protected status. We also consider qualified applicants regardless of criminal histories, consistent with applicable laws. If you are based in California, we encourage you to read this important information for California residents. Link: ********************************************************************** Please be advised that Natera will reach out to candidates with ************* email domain ONLY. Email communications from all other domain names are not from Natera or its employees and are fraudulent. Natera does not request interviews via text messages and does not ask for personal information until a candidate has engaged with the company and has spoken to a recruiter and the hiring team. Natera takes cyber crimes seriously, and will collaborate with law enforcement authorities to prosecute any related cyber crimes. For more information: - BBB announcement on job scams - FBI Cyber Crime resource page
    $190k-220k yearly Easy Apply 26d ago
  • Relationship Manager

    Redwood Trust Inc. 3.7company rating

    Customer success manager job in Mill Valley, CA

    Job Description CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned. Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community Attend and professionally represent CAF at conferences and industry events Proactively contact potential and existing customers through phone calls, email and in-person meetings Evaluate the merits and risks of potential credit line and term loan transactions Prepare term sheets and summary analysis of potential transactions Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions Periodically produce brief and topical marketing blogs sponsored by CAF Meet or exceed quarterly/annual individual production targets Regularly log customer interaction in CAF's Salesforce CRM platform Assist underwriting and other deal team members as needed Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities. Bachelor's Degree 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations Hands-on approach with track record of driving results Exceptional interpersonal and relationship building skills Strong financial background with analytical and numerical proficiency Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) Ability to balance personal resourcefulness and individual drive in a team-based environment Willingness to travel Working Conditions: Typical office environment Travel required, up to 10% Computer, keyboard, telephone, fax machine, scanner and copier, etc. Occasional overtime work required throughout the year A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $99k-152k yearly est. 21d ago
  • General Sales Manager

    Future CDJR of Fairfield

    Customer success manager job in Fairfield, CA

    Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Employee discounts Health insurance Opportunity for advancement Paid time off Vision insurance Wellness resources General Sales Manager Full-Time | Fairfield, CA ************************************************************************** Future CDJR of Fairfield is looking for a driven General Sales Manager to lead our sales team and take performance to the next level. If you're an experienced leader passionate about delivering great customer and employee experiences, we want to hear from you. What Youll Do Lead, hire, and motivate a high-performing sales team Implement processes to ensure top-tier customer satisfaction Oversee all sales activities and staff training Conduct regular sales meetings and training sessions Meet dealership goals and manage expenses for New & Used Vehicle Departments What You Bring 5+ years of General Sales Management & Finance experience Proven track record of growth, stability, and leadership Compensation The General Sales Manager Position has a Pay Scale consisting of the following elements and ranges. Wages include Base Salary Compensation of $6,000.00 per month. The position may also pay commission compensation, which is based on the value or number of closed sales achieved from $0.00 (if no sales are made) without any upper limit other than sales performance. A successful General Sales Manager may earn up to $300,000 or more annually, depending upon the sales department's performance. Benefits 401(k) + Match Paid Time Off & Holidays Medical, Dental, Vision Disability & Life Insurance Wellness Resources Employee Discounts & Training Programs Future CDJR of Fairfield is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
    $300k yearly 7d ago
  • Industrial Outside Sales - Account Manager

    Rexel 3.9company rating

    Customer success manager job in Fairfield, CA

    Rexel USA is one of the largest distributors of electrical products, data communication, and related supplies in the United States. Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, and Platt Electric Supply. In addition to an online store, Rexel USA has a distribution network of over 460 warehouse storefront locations throughout the U.S. We are looking for an Industrial Outside Sales - Account Manager to join our Rexel USA team in Fairfield, CA! Summary: The Outside Sales Representative is responsible for the sales and marketing efforts with the objective of increased profitable sales through creating, building, and maintaining high quality relationships with new and existing customers. Utilize company digital tools and company products and services to connect with consumers, develop creative solutions, generate sales volume, and provide the highest level of customer service. What You'll Do: * Responsible for selling, marketing, promoting, and demonstrating products. Effectively communicate the features and benefits of our product offering * Increase business by generating sales to new customers and by selling additional products to existing customers * Collaborate with leadership, team members and suppliers in planning, tracking, and implementing sales strategies and developing new markets * Assist customers with product selection and application utilizing knowledge, internal specialists, as well as supplier representatives * Establish and maintain customer relationships. Learn and evaluate customer operations to aid in identifying customer objectives, requirements, and preferences in order to present a unique solution to each customer tailored to their business objectives and needs * Collaborate with customers and team members for product quotations and provide on-going communication throughout the customer's purchasing lifecycle * Work with management, credit, and customers to resolve payment issues promptly * Gather and report to management information regarding the company, competitors, pricing, products, and current and future market trends * Actively participate in professional development to improve professional selling skills and maintain technical capabilities. Participate in company training/development, special promotions, sales meetings, supplier seminars and training schools to enhance and maintain personal and product knowledge * Maintain accurate and timely records including sales call schedules and expense reports * Coordinate sales calls with vendors to introduce and demonstrate products, identify customer needs, and promote product and service solutions * Utilize and champion digital tools, customer solutions and services to gain a competitive advantage * Other duties as assigned Job Duties Disclaimer: The information contained in this job description is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities needed to perform the job. Please note that management retains the right to assign or reassign duties and responsibilities to this job at any time. The ability to competently perform all the essential duties of the position, with or without reasonable accommodation, demonstrate commitment to effective customer service delivery, integrity, and the ability to work productively as a member of a team or work group are basic requirements of all positions at Rexel USA. Qualifications What You'll Need * 3+ years of sales or electrical industry experience * Valid Driver's License * High School or GED - Required Knowledge, Skills & Abilities * Ability to exhibit a positive, friendly, and helpful attitude with customers and to be sensitive to their needs * Customer oriented and motivated with excellent communication, presentation, organization, and problem-solving skills * Ability to prioritize and manage multiple tasks and deadlines * Excellent negotiation skills, interpersonal skills, and ability to drive decisions with influence * Product and application knowledge essential * Highly self-motivated * Familiar with Microsoft Office as well as relevant ERP systems and Customer Relation Management Tools (CRM) * Ability to work overtime as needed Additional Information Physical Demands: * Sit: Must be able to remain in a stationary position - Frequently - 21% to 50% * Walk: Must be able to move about inside/outside office or work location - Constantly - at least 51% * Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly - at least 51% * Stoop, kneel, crouch, or crawl: Must be able to crouch down to stock shelves, pick up boxes, or position oneself to maintain computers in the lab/under desks/in server closet - Occasionally - up to 20% * Climb or balance: Must be able to ascend/descend on a ladder, forklift, pallet jack, or other warehouse equipment - Occasionally - up to 20% * Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly - at least 51% Weight and Force Demands: * Up to 10 pounds - Occasionally - up to 20% * Up to 25 pounds - Occasionally - up to 20% * Up to 50 pounds - Occasionally - up to 20% Working Environment: * Exposed to unpleasant or disagreeable physical environment such as high noise level and/or exposure to heat and cold - Occasionally - up to 20% * Exposed to electrical hazards; risk of electrical shock - Occasionally - up to 20% * Handles or works with potentially dangerous equipment - Occasionally - up to 20% * Travels to offsite locations - Constantly - at least 51% Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law. For the state of California only, the pay is commission based, ranging from $80,000.00 to $100,000.00, depending upon qualifications, experience, and other considerations permitted by law. Our Benefits Include: * Medical, Dental, and Vision Insurance * Life Insurance * Short-Term and Long-Term Disability Insurance * 401K with Employer Match * Paid vacation and sick time * Paid company holidays plus flexible personal days per year * Tuition Reimbursement * Health & Wellness Programs * Flexible Spending Accounts * HSA Accounts * Commuter Transit Benefits * Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few. * Employee Discount Programs * Professional Training & Development Programs * Career Advancement Opportunities - We like to promote from within Our goal is to create a workplace where everyone feels respected, valued, and empowered to succeed as we understand that our success and innovation is enhanced by an inclusive and diverse workforce. Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
    $80k-100k yearly 7d ago
  • Relationship Manager

    Corevest American Finance Lender LLC 4.2company rating

    Customer success manager job in Mill Valley, CA

    CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned. * Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community * Attend and professionally represent CAF at conferences and industry events * Proactively contact potential and existing customers through phone calls, email and in-person meetings * Evaluate the merits and risks of potential credit line and term loan transactions * Prepare term sheets and summary analysis of potential transactions * Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions * Periodically produce brief and topical marketing blogs sponsored by CAF * Meet or exceed quarterly/annual individual production targets * Regularly log customer interaction in CAF's Salesforce CRM platform * Assist underwriting and other deal team members as needed Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities. * Bachelor's Degree * 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations * Hands-on approach with track record of driving results * Exceptional interpersonal and relationship building skills * Strong financial background with analytical and numerical proficiency * Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) * Ability to balance personal resourcefulness and individual drive in a team-based environment * Willingness to travel Working Conditions: * Typical office environment * Travel required, up to 10% * Computer, keyboard, telephone, fax machine, scanner and copier, etc. * Occasional overtime work required throughout the year A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $83k-128k yearly est. 32d ago
  • Universal Customer Service Manager

    Westamerica Ban 3.6company rating

    Customer success manager job in Fairfield, CA

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under general managerial review: Manages all activities of the Universal Customer Service (UCS), the Switchboard and the campus receptionists, and the Telemarketing Services. ESSENTIAL FUNCTIONS: Research new methods and technologies. Recommends automated solutions or changes to current operations procedures which improve responsiveness. Informs and trains staff in new policies, products and procedural changes. Functions as liaison to branches and other internal departments to secure resolutions of issues and respond to inquiries. Directly manages the staff and activities of the outbound calling and the inbound telemarketing units. Monitors performance of staff providing management with regular reports to the quality and quantity of service provided. Recommends all salary, training and other personnel activities for subordinate staff. Marginal Functions: 7. New FSA provides departmental training for Financial Sales officers and performs additional job-related duties as required. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible experience, to include managerial and/or supervisory responsibilities within an operational or new accounts area of a financial institution where incumbent has gained a working knowledge of various types of financial products and how they are serviced. Previous experience selling financial services and college level course in accounting or finance a plus. Must be PC literate and possess excellent interpersonal communication, organization, and leadership skills. PHYSICAL DEMANDS: Works for extended hours at CRT. MENTAL DEMANDS: Identify how changes to current policy and/or financial products will affect present operations. Provide appropriate training to new personnel in an environment which has constant demands. Assess work flow in various areas and shifts personnel to meet changing volumes. Research new technologies and identify if these "state of the art" processes are cost effective for our operations. Maintain composure while responding to service requests from demanding clients. EQUIPMENT USED TO PERFORM FUNCTIONS: Telephone, PC, various Voice Response and data transmission systems, Fax Machine, photocopiers, and 10-Key. DECISION MAKING: (Give examples of decisions and recommendation made by incumbent) Identify and recommend best solution to improve current operations. Implement training programs to enhance the skill sets of each employee. Determine budgetary requirements for the three areas. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: 15 Indirectly Supervised: 76 EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $81,946.10
    $68.6k-81.9k yearly 60d+ ago
  • Program Sales Manager

    Sts Global 4.0company rating

    Customer success manager job in Santa Rosa, CA

    As the STS Select Program and Sales Manager, you will be a member of the STS Select Team and you will report directly to the National Director of Program Operations under the direction of the STS Select Managing Director. You will also work closely with the National Program Coordinator in the implementation of this job. The tasks completed must comply with all STS Select policies and best practice guidelines, the Council on Standards for International Educational Travel (CSIET) for F-1 high school exchange programs. Job Description The STS Select P/S Manager will have responsibilities related to the growth and quality implementation of the STS Select Academic year and academic semester programs. Duties will include but are not limited to: • Increased sales of STS Select worldwide to match the school spots currently available • Increased visibility worldwide via social media and marketing for the STS Select Program • Increased brand recognition worldwide • Implementing a comprehensive national plan for growth of US schools offered • Finding new schools to work with and getting them through the application process. • Marketing our program and schools worldwide. • Recruiting families and staff to STS Select Qualifications Core Competencies • Willing to travel extensively overseas - including but not limited to Asia • Speaking a second language preferred but not required (Chinese a real PLUS!) • Experience in sales in F-1 programs with proven results preferred but not required • Several years' experience in sales - preference for internationally related sales • Overseas exchange or living experience preferred not required • Good communication skills; experience speaking and writing to people/groups • Outstanding organizational skills and time management • Positive can-do attitude • Self-motivated • Interpersonal and negotiation skills • Strong work ethic • Dependable • Experience in educational programs (either domestic or international) preferred not required Additional Information All your information will be kept confidential according to EEO guidelines.
    $89k-136k yearly est. 23h ago
  • Bay Area Piano Sales Talent

    Steinway Inc.

    Customer success manager job in Bodega Bay, CA

    Job DescriptionDescription: Steinway & Sons is currently seeking experienced sales talent with a passion for luxury and a love of the arts, for our company-owned showrooms in the Bay Area. The right candidate has a proven track record in a proactive approach to sales, with past experience in business development, lead generating activities and generating sales prospects. The candidate must have an outgoing and engaging personality who can engage and build relationships with clients on many different levels. While the ability to play piano is not a requirement for the job, it is highly preferred; musical and tonal understanding is required as our clients often seek guidance and recommendations during instrument selections. In addition to focusing on showroom sales, a large part of this job will involve outreach and business development. Main Responsibilities: Achieve personal sales goals and support store in achieving goals Develop sales strategy and forecasts for customer/client base Develop and cultivate customer leads and relationships Implement a sales referral outreach program for key influencers (i.e. piano technicians, real estate agents, designers, piano teachers, etc.) Coordinate all piano technical needs after sale follow up (tuning, etc.) and in store as needed Use the CRM system to manage and follow up with leads Support all in store and regional promotional events (generating and cultivating sales) Resolve customer issues in a timely manner These are commission-based sales roles with average annualized earnings of $80,000-130,000 for successful employees, with uncapped earnings potential. Hired employees will receive a semi-monthly draw, sales commission for units sold and other performance-based bonuses and are eligible to participate in robust benefits package on first day including medical, dental, vision, FSAs, generous 401k contribution, paid holidays, vacation and sick leave, professional development, and more. Requirements: Qualifications, education and experience: Bachelor's degree and experience in piano sales required. Min. 2 years experience within music/piano sales in a commission-based environment Outstanding business development and sales management skills Superior communication, planning, and organizational skills Basic knowledge of MS Word, Outlook and Excel Highly motivated, results-oriented self-starter with excellent problem solving skills and the ability to work independently and drive new business Note: Candidates must be able to lift 20-50 lbs. and be able to stand and/or walk for extended periods of time
    $80k-130k yearly 31d ago
  • Commercial Sales Manager

    Description Autozone

    Customer success manager job in Richmond, CA

    The Commercial Sales Team at AutoZone plays a pivotal role in driving growth across our professional customer base. Focused on delivering quality parts, reliable service, and dedicated support, this team connects AutoZone with mechanics, garages, fleet operators, and automotive professionals nationwide. As the Commercial Sales Manager at AutoZone, you'll be the driving force behind our business to business (B2B) growth strategy, championing customer relationships and leading a high-performing team. This role blends your passion for automotive parts with your sales expertise, empowering you to build lasting partnerships with commercial accounts and deliver exceptional service that truly WOWs. Success in this role means leveraging clear communication, collaborative leadership, and a sharp eye for performance metrics to fuel consistent, profitable growth. What We Are Looking For: Basic automotive parts knowledge. Leadership skills with strong communication, decision-making, and selling abilities. Physical capability to lift, load, and deliver merchandise. Flexibility to work evenings, weekends, and holidays as required. You'll Go The Extra Mile If You Have: Exceptional Communication: Strong people skills and effective communication in both Spanish and English. Achieve Sales Goals & Metrics - Drive commercial sales growth, maintain strong account relationships, and hit key performance targets through face-to-face and phone communication. Customer Relationships & Communication - Serve as the primary contact for our commercial customers, ensuring proactive engagement and clear communication. Leadership & Team Development - Train and develop drivers, commercial specialists, and team members while fostering a collaborative, results-driven culture. Structure & Process Orientation - Plan efficient delivery routes, manage drivers, ensure timely product distribution, and uphold accurate documentation. Expert Automotive Knowledge - Act as a consultative partner, providing research-based recommendations and expert advice to meet customer needs. Account Management - Oversee billing, records, returns, and reconciliation of commercial accounts while ensuring accuracy. Safety & Compliance - Maintain a safe work environment, enforce PPE usage, and follow fleet safety protocols. Vehicle Maintenance - Ensure delivery vehicles are properly maintained and report any issues promptly.
    $92k-157k yearly est. Auto-Apply 21d ago

Learn more about customer success manager jobs

How much does a customer success manager earn in Windsor, CA?

The average customer success manager in Windsor, CA earns between $86,000 and $213,000 annually. This compares to the national average customer success manager range of $61,000 to $142,000.

Average customer success manager salary in Windsor, CA

$135,000
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