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Customer Support Representative jobs at Mad Mobile - 546 jobs

  • Customer Success Associate - Bilingual (Spanish)

    Mad Mobile Inc. 3.6company rating

    Customer support representative job at Mad Mobile

    Mad Mobile is leading the charge in building the next generation of retail and restaurant experiences. In today's rapidly evolving market, customer expectations continue to change, and Mad Mobile is at the forefront of innovation. We empower customers to engage and purchase from brands seamlessly, whether they're in-store, outside the four walls, or on the go. Our platform already supports some of the biggest brands, and we're always looking for new ways to engage with Customers, increase in-store productivity and ultimately drive transactional value. If you're passionate about creating exceptional experiences and shaping the future of retail and restaurants, Mad Mobile is the place for you! About the Role: As a Bilingual Customer Success Associate on the Mad Mobile team, you will own a set of accounts and partner with your customers to ensure they are maximizing their engagement with CAKE. This includes interacting with customers at every stage from implementation to renewal, including providing proactive account management and support, as well as engaging in data research and analysis and thought leadership. This position will play a key role in adopting a digital-first approach to delivering customer success at scale. LOCATION: Must be based in or willing to relocate to Tampa, FL. This is an in-office role. NOTE: Candidates must be legally authorized to work in the United States (U.S. Citizens, Green Card holders, or valid EAD holders). Sponsorship is not available for this role. In this role, you will: Develop and maintain relationships with assigned customers, acting as their primary point of contact and trusted advisor. Oversee the onboarding of new accounts and ensure a successful implementation for the lifetime of each account Conduct regular check-ins and reviews with customers to assess their satisfaction, address any issues or concerns, and gather feedback. Identify and escalate potential customer risks or churn indicators and develop strategies to mitigate them. Monitor key performance metrics, such as customer satisfaction, usage patterns, and renewal rates, and take proactive measures to drive customer success and retention. Understand customers' business objectives, challenges, and requirements to proactively identify opportunities for value-added solutions and upsell opportunities. Develop and deliver training and educational materials to help customers maximize the value of the company's products or services. We are looking for someone who has: Proven experience in a customer-facing role, such as customer success, account management, or sales. Excellent interpersonal and communication skills, with the ability to build rapport and credibility with customers at all levels. Strong problem-solving and analytical abilities to identify and address customer needs effectively. Knowledge of the industry and the ability to understand customers' business processes and goals. Proficiency in using customer relationship management (CRM) software and other relevant tools. Self-motivated and results-oriented, with the ability to work independently and manage multiple customer accounts simultaneously. Demonstrated ability to collaborate and work effectively in a team environment. Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines. Customer-focused mindset with a passion for delivering exceptional customer experiences. Requirements: Bachelor's degree Spanish fluency 2+ years of experience in SaaS in customer-facing roles (e.g., customer success, marketing, product implementation, sales, professional services, etc.) Experience delivering presentations, leading customer calls, and fielding customer questions Proficiency in using customer relationship management (CRM) software and other relevant tools Proven organizational and time management skills, with the ability to prioritize tasks and meet deadlines Customer-focused mindset with a passion for delivering exceptional customer experiences Preferred Qualifications: Startup experience, especially in a B2B SaaS environment Bachelor's degree in business administration, marketing, or a related field (or equivalent experience). Payment technology, restaurant and retail industry experience preferred Our core values: Customer - WE believe that our customers deserve the best from us every day. Accountability - WE take ownership and make things happen. Teamwork - WE win as a team and have fun doing it. Innovation - WE innovate, inspire, ignite the future! Integrity - WE are honest, ethical, and trustworthy. Why Mad Mobile? Mad Mobile is the #38 fastest-growing company in Florida and #9 on the Tampa Bay Times Top 100 Workplace List. We're proud of our culture and promote diversity and a healthy work-life balance. What about the benefits you ask? How about 100% company-paid benefits for medical, dental, and vision sound for our employees who choose our HDHP plan? Want to add your family? No problem we've got you covered at a highly discounted rate. Yup, we cover 90% of the family plan costs and we'll even start you off right by giving you a $1000 (prorated based on start date) for your HSA. We also have a very robust “buy-up” plan that is 60% covered by Mad Mobile. Not to mention our 401(k) and matching contribution (up to 6%, fully vested on day one). At Mad Mobile, we're not only building the next generation of in-store experiences we're also building the next generation of incredible teams. EEOC Statement Mad Mobile is an equal opportunity employer. Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition, or any protected category prohibited by local, state or federal laws. * Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. Mad Mobile does not accept unsolicited headhunter and agency resumes. Mad Mobile will not pay fees to any third-party agency or company that does not have a signed agreement with Mad Mobile.
    $32k-53k yearly est. Auto-Apply 60d+ ago
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  • Fraud Call Center Representative

    Conduent State & Local Solutions, Inc. 4.0company rating

    San Antonio, TX jobs

    Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Fraud Call Center Representative - Onsite in San Antonio, TX Address: 2822 General Hudnell Dr. San Antonio, TX 78266 Are you passionate about helping others and delivering exceptional service? Join our dynamic team where you become the first point of contact for our client's customers. With paid training, competitive pay at $16.75/hr, and a range of incentives and benefits, you'll be empowered to make a real impact every day. What We Offer: Full-Time Employment: Reliable schedule and stability. Competitive Pay: Pay is $16.75/hr Shift differentials: $1.50 extra per hour for shifts between 6 PM-6 AM on weekdays, and/or $1.00 extra per hour for shifts between 6AM-6PM on weekends. Paid Training & Overtime: Get the training you need to excel and take advantage of overtime opportunities. Incentive Plan: Potential to earn up to an additional $350 per month after training by meeting performance metrics. Career Growth: Opportunities to advance your career in a supportive, innovative environment. Full Benefits: Comprehensive benefit options and a great work environment that values your success. What You'll Do: Efficiently manage a high volume of inbound calls in a fast-paced environment. Provide outstanding customer support by answering inquiries related to their accounts. Identify client needs and recommend solutions when fraud has been identified using comprehensive training, customer records, and our knowledge management systems. Analyze potential fraud and suspicious activity by monitoring card alerts and fraud prevention reports. Process disputes and fraud claims in line with client policies and guidelines. Escalate issues to the appropriate channels when a risk review, exception handling, or further analysis is needed. Log cases in the database, documenting actions taken and conversations with customers for accuracy. Maintain confidentiality by ensuring information is shared only with authorized individuals in compliance with legal requirements. Communicate in a warm, empathetic manner while ensuring confidentiality and compliance with all regulations. Support team operations during peak times or absences to help maintain seamless service. What We're Looking For: An effective communicator who can clearly explain complex information. A dedicated professional with a strong work ethic and problem-solving skills. A customer service enthusiast who excels in navigating multiple screens and applications while guiding customers to the best solution. Ready to commit to 100% attendance during our three-to-five-week paid training period. Requirements: Must be at least 18 years old with a High School Diploma or equivalent. Must have 6 months of Customer Service, Call Center or Dispatch experience. Complete a background check, credit check, and security fingerprinting. Must be able to work onsite in our San Antonio office. Preferred Qualifications: 6 months of experience in the banking/financial industry. Take the next step in your career and join a team that values quality service and continuous growth. Apply today to become a vital part of our customer service team in San Antonio! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $16.75, which may be below your state's minimum wage. Please consider this when applying . Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form. Complete the form and then email it as an attachment to ********************. You may also click here to access Conduent's ADAAA Accommodation Policy.
    $16.8 hourly 2d ago
  • Customer Service Specialist

    ESP Enterprises Inc. 4.5company rating

    Pasadena, TX jobs

    Full-Time | Onsite (Pasadena, TX) Schedule: Monday-Friday | 8:00 AM - 5:00 PM Pay: $20-$25/hour (based on experience) We are partnering with a leading manufacturer in the precision measurement and industrial tooling space to hire a highly organized, customer-focused Customer Service Specialist. If you thrive in a fast-paced environment, love solving problems, and take pride in delivering white-glove service - this role is for you. Position Summary The Customer Service Specialist will serve as a primary point of contact for customer inquiries, concerns, and order requests. This role manages quotes, processes orders, monitors order status, and ensures a seamless customer experience from start to finish. You'll work cross-functionally with operations, shipping, production, and sales to keep customers informed and supported. Key Responsibilities Communicate with customers regarding expedited and standard orders via phone and email Respond promptly to inquiries, quotes, order statuses, and internal questions Enter quotes, process orders, and flag emails for sales coordination Maintain accurate records of customer interactions and required follow-up Collaborate with Production and Shipping to relay updates, changes, and delivery details Verify customer requirements to ensure order accuracy Support additional tasks and administrative duties as assigned Qualifications & Skills Highly organized with strong attention to detail Demonstrated ability to process customer requests accurately and efficiently Strong communication skills - verbal, written, and active listening Ability to multitask and prioritize in a high-volume environment Customer-first mindset with a professional, team-oriented approach Reliable, punctual, and committed to strong work ethic Eagerness to learn, take direction, and develop new skills Experience & Requirements High school diploma required; college degree preferred 1-2 years of customer service experience, ideally in manufacturing or a related environment Strong data entry and typing accuracy (up to 75% of role is documentation) Experience with CRM or MRP systems preferred Ability to communicate professionally with customers via phone, email, and in person Adaptable and able to thrive under pressure
    $20-25 hourly 2d ago
  • (CSR + Finance) Decedent Solutions Associate

    SGS Technologie 3.5company rating

    Saint Petersburg, FL jobs

    Key Skills: Strong data entry accuracy (5,500 KPH / 85%+) Customer service & email-based inquiry handling Financial transaction processing experience preferred; training provided. Candidates should have finance company experience or a recent finance-related degree. Job Description Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in St. Petersburg, FL Responsibilities: • Processes financial transactions accurately. • Answers and responds to email inquiries. • Assist with requests for information, referring more complex matters to colleagues. • Carry out standard customer service activities and handle simple customer inquiries. • Maintain files and records. • Organize own work schedule each day in line with changing priorities. • Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct. • Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. • Processes forms and performs basic distributions and internal transfers. • Interprets rules and regulations by applying Decedent Solutions knowledge. • Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution • Maintains knowledge of rules and regulations by utilizing internal and external resources, as well as continuous training. • Communicates, researches and resolves issues with other internal departments. Work Schedule: The worker can choose either 8:00am-5:00pm or 9am-6pm Interview Information: Interviews will be conducted in person- Tower 2 St. Petersburg, FL Knowledge of: • General office practices and procedures. • Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets. Skills: • Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines. • At least 2 years of RECENT experience within the financial services, OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience is preferred. • Strong data entry skills with a high attention to detail. **Please administer an alpha-numeric data entry assessment to all candidates. Qualifying scores must be at least 5500 KPH with at least 85% accuracy in order to be considered for the role. Please include the scores on top of the candidate's resume.** • Professional demeanor • Problem solving and analytical skills sufficient to assess client issues and accurately provide resolutions. • Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations. • Acquire and maintain new knowledge in an ever-changing regulatory environment. • Uses clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. • Supports business processes by effective use of standard office equipment and standard software packages. • Plan, organize, prioritize and oversee activities to efficiently meet business objectives. • Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. • Meet high customer service standards. • Understand and effectively operate all customer management systems. • Perform elementary data analysis for use in reports to help guide decision making. • Select, deploy and get the best results from the most appropriate office system. • Quick learner / ability to learn and apply different processes simultaneously • Ability to navigate through several different systems at once, using a dual monitor • Proven reliability - zero to minimal issues with attendance or tardiness with current or previous employers. Minimum of high school diploma
    $40k-53k yearly est. 2d ago
  • Customer Support Technician (Tier 3)

    Ark Solutions, Inc. 3.7company rating

    Bartow, FL jobs

    Title: Customer Support Technician (Tier 3) Hire Type: Contract Scope of Work Monitor, configure, maintain, and optimize enterprise network infrastructure including Aruba switches, wireless access points, cabling, and supporting systems to ensure availability, performance, and standards compliance. Install, configure, maintain, and support physical servers used for network and infrastructure services, including hardware lifecycle management and redundancy validation. Administer virtual server environments (Hyper-V and HCI), including provisioning, maintenance, performance monitoring, and high-availability configurations. Serve as a Tier 3 escalation resource to diagnose, troubleshoot, and restore down or degraded network devices and services within established response time expectations. Design, implement, and validate secure access controls, file server permissions, DFS configurations, and group-based ACLs in accordance with least-privilege and security standards. Education Bachelor's or Master's Degree in Computer Science, Information Systems, or other related field. One year of relevant work experience may be substituted for each year of required education. Example: AS Degree in Computer Science and two years of relevant work experience. Experience Minimum of 2 years of experience. Primary Job Duties/ Tasks Monitors network-related incidents and requests escalated from the Service Desk and resolves assigned tickets involving network and infrastructure systems. Documents network troubleshooting activities, configurations, and resolutions in accordance with departmental documentation standards. Identifies, analyzes, and resolves network and infrastructure issues using advanced troubleshooting tools, logs, and collaborative problem-solving techniques. Provides professional customer service by communicating status, impacts, and resolution details related to network and infrastructure incidents. Performs advanced network troubleshooting to determine root cause of outages, performance degradation, or configuration issues. Installs, configures, and supports network infrastructure devices, including switches, wireless access points, firewalls, and related systems, following enterprise standards. Collaborates with other IT teams to resolve issues that span network, server, and application responsibilities as needed. Provides technical guidance and knowledge transfer to other technicians related to network infrastructure, configurations, and troubleshooting practices. Supports and troubleshoots network-connected devices and services in coordination with other technicians and infrastructure teams. Participates in network and infrastructure projects, such as network refreshes, wireless upgrades, server replacements, and technology modernization initiatives. Supports network-dependent systems and services, ensuring connectivity, performance, and compatibility with enterprise applications and platforms. Provides technical input and factual analysis to support team decision-making and infrastructure planning efforts. Develops and maintains detailed network documentation, including diagrams, configurations, installation procedures, and troubleshooting guides. Coordinates vendor support and service calls for network hardware and infrastructure components, including warranty and non-warranty repairs. Maintains accurate records of network incidents, repairs, and vendor interactions related to infrastructure maintenance. Installs, maintains, and supports specialized network or infrastructure-related software and services as assigned. Evaluates, tests, and recommends network technologies and solutions, including hardware and software, to improve reliability and performance. Assists with the configuration, troubleshooting, and support of network connectivity, including switches, VLANs, and wireless access. Perform other related duties as assigned. Ability to lift up to 50 lbs and stoop, climb / climb a ladder, squat, push, crawl, and bend in all types of weather.
    $29k-39k yearly est. 2d ago
  • Senior Customer Support Operations Manager

    Roku 4.9company rating

    Austin, TX jobs

    Teamwork makes the stream work. Roku is changing how the world watches TV Roku is the #1 TV streaming platform in the U.S., Canada, and Mexico, and we've set our sights on powering every television in the world. Roku pioneered streaming to the TV. Our mission is to be the TV streaming platform that connects the entire TV ecosystem. We connect consumers to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers unique capabilities to engage consumers. From your first day at Roku, you'll make a valuable - and valued - contribution. We're a fast-growing public company where no one is a bystander. We offer you the opportunity to delight millions of TV streamers around the world while gaining meaningful experience across a variety of disciplines. About the team Our team ensures that Roku customers get the best possible support, delivered at scale through our outsourced partners. We focus on designing efficient workflows, standardizing processes, and using data to drive continuous improvement. By partnering across CX Platform Strategy, Readiness, Analytics, and BPO teams, we make it easier for customers to get help and for partners to deliver it effectively. About the role Roku is seeking a hands-on Sr Customer Support Operations Manager to lead operational excellence across our outsourced support network. You'll own process design, workflow optimization, and reporting, working closely with internal stakeholders to define improvements that BPO partners execute. This role is ideal for someone who thrives in a fast-paced, data-driven environment and enjoys turning operational insights into action. What you'll be doing Design, document, and standardize workflows, SOPs, and playbooks for outsourced support teams. Lead initiatives to optimize operational workflows, improve efficiency, and reduce customer effort. Define business requirements for tools and tool functionality, partnering with internal teams and Analytics to ensure vendors have the capabilities needed for optimal performance. Collaborate with Analytics stakeholders to build and maintain dashboards that track vendor performance, customer experience, and operational health. Analyze metrics (CSAT, AHT, FCR, etc.) to identify trends, root causes, and opportunities for improvement. Partner daily with BPO operations leaders to implement process updates, troubleshoot issues, and reinforce best practices. Identify opportunities to leverage AI and automation to increase efficiency, reduce manual work, and deliver better customer experiences. Represent Customer Operations in cross-functional initiatives, ensuring vendors are prepared for new features and operational changes. Anticipate future operational needs and scope workflows, processes, and reporting to support growth and efficiency. We're excited if you have 7+ years of experience in customer operations, CX leadership, or contact center management, including working directly with outsourced partners. Experience with consumer hardware devices such as streaming players and smart TVs is preferred but not required. Strong knowledge of CS technology platforms (CRM, telephony, analytics) and experience optimizing workflows using these tools. Experience with Salesforce and Zendesk is preferred. Hands-on experience creating, documenting, and standardizing workflows and operational processes. Proven ability to define business requirements for tools and collaborate with analytics teams to build dashboards and reports that drive daily operational decisions. Looker or Tableau experience preferred but not required. Track record of executing process improvements, efficiency initiatives, and AI-driven optimization in a hands-on capacity. Excellent analytical, problem-solving, and communication skills. Bachelor's degree or equivalent experience. Core Competencies Execution & Delivery: Hands-on with workflows, reporting, and operational improvements. Process Discipline: Document, standardize, and enforce processes to scale operations. Data & AI-Driven: Use analytics and AI insights to drive performance, efficiency, and better customer experience. Vendor Leadership: Partner with BPO teams to ensure high-quality execution. Cross-Functional Collaboration: Work with internal stakeholders to define and implement operational improvements. Customer Focus: Champion initiatives that reduce customer effort and improve experience. Adaptability: Respond quickly to changing priorities, launches, and operational needs. #LI-DH2Our Hybrid Work Approach Roku fosters an inclusive and collaborative environment where teams work in the office Monday through Thursday. Fridays are flexible for remote work except for employees whose roles are required to be in the office five days a week or employees who are in offices with a five day in office policy. Benefits Roku is committed to offering a diverse range of benefits as part of our compensation package to support our employees and their families. Our comprehensive benefits include global access to mental health and financial wellness support and resources. Local benefits include statutory and voluntary benefits which may include healthcare (medical, dental, and vision), life, accident, disability, commuter, and retirement options (401(k)/pension). Our employees can take time off work for vacation and other personal reasons to balance their evolving work and life needs. It's important to note that not every benefit is available in all locations or for every role. For details specific to your location, please consult with your recruiter. Accommodations Roku welcomes applicants of all backgrounds and provides reasonable accommodations and adjustments in accordance with applicable law. If you require reasonable accommodation at any point in the hiring process, please direct your inquiries to **************************. The Roku Culture Roku is a great place for people who want to work in a fast-paced environment where everyone is focused on the company's success rather than their own. We try to surround ourselves with people who are great at their jobs, who are easy to work with, and who keep their egos in check. We appreciate a sense of humor. We believe a fewer number of very talented folks can do more for less cost than a larger number of less talented teams. We're independent thinkers with big ideas who act boldly, move fast and accomplish extraordinary things through collaboration and trust. In short, at Roku you'll be part of a company that's changing how the world watches TV. We have a unique culture that we are proud of. We think of ourselves primarily as problem-solvers, which itself is a two-part idea. We come up with the solution, but the solution isn't real until it is built and delivered to the customer. That penchant for action gives us a pragmatic approach to innovation, one that has served us well since 2002. To learn more about Roku, our global footprint, and how we've grown, visit ************************************ By providing your information, you acknowledge that you want Roku to contact you about job roles, that you have read Roku's Applicant Privacy Notice, and understand that Roku will use your information as described in that notice. If you do not wish to receive any communications from Roku regarding this role or similar roles in the future, you may unsubscribe at any time by emailing WorkforcePrivacy@Roku.com.
    $77k-111k yearly est. Auto-Apply 1d ago
  • Customer Success Executive

    Servicenow 4.7company rating

    Addison, TX jobs

    It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone. Job Description The Customer Success Executive is accountable for the strategic leadership and execution of post-sales activities within our most valuable accounts. This position plays a crucial role in driving ServiceNow's long-term value by accelerating customers' journey to success, ensuring predictable renewals, and maximizing the impact of ServiceNow across their business transformation initiatives. As a trusted advisor, you'll partner with C-level executives, guide seamless delivery of business transformation, and foster collaboration with ServiceNow's teams and strategic partners. What You Get to Do in This Role: * Drive Post-Sales Success: Own and lead the customer's post-sales transformation, aligning ServiceNow's offerings to customer goals, and bringing relevant industry thought-leadership to the table. Foster strong relationships with C-Level executives to deliver on business outcomes. * Collaborate Strategically: Partner with Account Executives to create and execute integrated pre- and post-sales strategies, delivering long-term value for both the customer and ServiceNow. Leverage the right resources at the right time to ensure success. * Mitigate Risks and Drive Value: Proactively identify potential risks to success and work with the customer and internal teams to develop strategies to overcome them, ensuring a smooth path toward value realization. * Focus on Key Performance Indicators (KPIs): Guide and inspire the Customer Success team to meet critical operational KPIs-adoption, technical health, renewals, customer satisfaction, and expansion. Work closely with customers to align their roadmap and drive new revenue opportunities. * Foster Strategic Alignment: Build relationships with ServiceNow leaders and consistently incorporate customer feedback to drive continuous improvement. Align business transformation insights with organizational goals to ensure long-term success. * Advocate for Innovation and Continuous Learning: As a strategic thought leader, drive innovative solutions for our customers, always looking for opportunities to help them achieve their long-term goals. Foster a culture of agility and calculated risk-taking within the team. * Set Success Metrics and Milestones: Establish clear, measurable success metrics with the customer, and regularly review progress. Refine business transformation plans as needed to ensure milestones are met and value is realized. Qualifications The ideal candidate will have extensive experience leading large-scale digital business transformations, acting as a trusted advisor to both internal and C-level customer executives. You will be an expert in governance, strategy, and execution across cross-functional teams and have a track record of delivering scalable, repeatable success. Your passion for driving customer success at an enterprise scale and your ability to work in complex, dynamic environments will be key to your success in this role. To be successful in this role, you will need: * Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry. * Educational Background: BA/BS or equivalent required, Master's degree preferred. * Experience: A minimum of 12 years in a management consulting or leadership role at a top-tier consulting firm, solution consulting, or similar positions focused on technology-enabled business transformations (Digital/SaaS/Enterprise Software). * Leadership Expertise: Demonstrated success in running large-scale, strategic accounts and exceeding business objectives. Proven track record in building and leading high-performing Customer Success or Consulting teams. * Business Acumen: Strong experience in identifying and solving complex business problems and aligning solutions with customer business objectives. * Cross-Functional Leadership: A history of working across multiple functions and driving alignment in large, matrixed environments. * C-Level Relationships: Strong experience building relationships with C-level business leaders, including within some of the world's largest enterprises. * Adaptability: Ability to thrive in rapidly changing environments, adapting strategies to new challenges and opportunities. * Execution Focus: Ability to create repeatable processes for scalable execution while maintaining a hands-on approach to ensure critical tasks are completed efficiently. * Collaboration and Communication: Excellent communicator and influencer, with the ability to work effectively across a global organization and foster collaboration at all levels. * Customer Focus: Deep understanding of customer needs, challenges, and motivations, with a keen ability to address concerns and ensure satisfaction. FD21 Additional Information Work Personas We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work. Learn more here. Equal Opportunity Employer ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements. Accommodations We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact ***************************** for assistance. Export Control Regulations For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities. From Fortune. 2025 Fortune Media IP Limited. All rights reserved. Used under license.
    $95k-130k yearly est. 60d+ ago
  • Principal Customer Success Executive

    Servicenow 4.7company rating

    Addison, TX jobs

    It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone. Job Description What you get to do in this role: * You will Identify areas of risk and takes steps to prevent customer or revenue churn * You will be responsible for working closely with Sales Teams to define and execute product adoption and customer retention plans * As a Customer Success Executive, you will provide prescriptive guidance on internal project/program governance and help the customer create the appropriate governance models and makes sure that all parties adhere to it. * You will help the customer identify incidents where contractual SLAs were missed and takes necessary action * Improving the overall satisfaction of the customer, as well as the satisfaction of their internal customers, is the key to success in this role. Qualifications To be successful in this role you have: * Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry. * The ideal candidate will have significant experience collaborating with senior IT and business leaders. They must have a track record of successfully demonstrating the ability to translate corporate strategy/objectives with the applied use of ServiceNow technology in the context of the client's environment. * PMP preferred, project management experience required. * A minimum of 10 years in a similar client facing or appropriately relevant role, in operating account or client relationship management * Experience in any of the following critical subject areas, with a demonstrated history delivering consulting services: * IT Strategy and Planning * IT Operations and Management * Human Resources * Security Operations * Customer Service Management * IT Processes * IT Governance * IT Portfolio, Program and Project Management * IT Project Delivery (SDLC) * Experience with project problem diagnosis, solution development, client communications, facilitation of decision making, documentation, managing client expectations, and team leadership JV20 Additional Information Work Personas We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here. To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service. Equal Opportunity Employer ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements. Accommodations We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact ***************************** for assistance. Export Control Regulations For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities. From Fortune. 2025 Fortune Media IP Limited. All rights reserved. Used under license.
    $95k-130k yearly est. 31d ago
  • Customer Success Executive-Treasury & Capital Markets

    Finastra Technology 4.3company rating

    Lake Mary, FL jobs

    Who are we? At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good. We are seeking a dynamic and results-driven Customer Success Executive, as part of our Sales and Customer Success organization. The Treasury and Capital Markets Business Unit has some of the biggest and most complex financial services organizations in the world and ensuring we have mutually beneficial is critical to our long term success. Our Customer Success Executives guide our customers through every stage of their journey, from system implementation to long-term satisfaction. As a key liaison between our organization and clients, you will play a pivotal role in ensuring successful onboarding, driving adoption, and fostering lasting relationships. Accountabilities The successful candidate will play a pivotal role as the owner of various stages of the customer journey and co-owning the customer relationship (with the Account Executive where appropriate) on behalf of Finastra. Our Customer Success Executives take proactive and strategic approach, ensuring customer satisfaction, and driving success throughout the entire customer lifecycle. By balancing the ‘Business as Usual' aspects of day-to-day management with a longer term customer success strategy that increases adoption and retention. The CSE will be responsible for an individual portfolio of customers, spanning the TCM product portfolio. Critical to the success of the role will be achieving individual targets - such as the increase in Net Customer Growth (NCG) which focuses on the overall revenue generation at a portfolio level and Upsell, which is the increase in penetration of strategically important products. To be successful in the role, the Customer Success Executive will need to build and maintain strong internal networks across the Sales, Support, Services and Product organizations, partnering with these teams to deliver the best possible solution(s) & service(s) to our customers. The CSE will also provide a critical conduit to the Product Development teams that ensure a continuous feedback loop is maintained to enable all perspectives to be considered as part of the product roadmap. Establish Customer Success plans, building on value proposition(s) developed during sale, that outline the customer's business goals & priorities. Work with the customer to define & track value realization of our Treasury and Capital Market solutions against these goals to drive adoption and understanding our product portfolio. Actively manage account to identify risks proactively. Orchestrate resolution process for escalations, working with & mediating internal teams to track, manage and resolve these in a timely and professional manner. Strategic Goals & Deliverables: Our Customer Success Executives, as well as focusing on overall client satisfaction, have strategic goals of delivering value to the customer by improving retention, renewals and adoption rates in line with our success strategy. Drive adoption through actionable insights, customer focus, proactive engagement, experience improvement and ‘customer first' culture. Balancing the importance of maintaining revenue -shape and influence the success change agenda for each customer. Identify and manage areas where the client has expectations that are misaligned with their contract / Finastra policy and work to gain re-alignment. System Implementation: Ensuring smooth setup and successful onboarding experience, working with Project Manager and Implementation teams to provide oversight for successful go-live. System Use and Satisfaction Post-Go live: Develop and execute success plans in collaboration with the Account Executive for each customer, focusing on their unique needs and goals. Engage proactively and frequently with customers, to build strong relationships. Utilize architecture and usage data to derive insights and proactively manage risks. Coordinate with the Customer Support team to address production escalations raised by customers. Manage the end-to-end process for at-risk customers, from detection to resolution. Customer Expansion and Retention: Drive the customer upgrade campaigns by identifying, qualifying, and raising upgrade opportunities both internally and with the customer. Support the identification and creation of software leads at the customer level. Collaborate with Account Executive to manage all opportunities, including services, upsells, renewals, and compliance. Qualifications and Experience: Desired: Experience within the Treasury and Capital Markets sector. Experience with Treasury and Capital Markets software, whether at a bank, consulting company, or software vendor Ability to interact and demonstrate presence with all levels of stakeholders (from business users to senior levels), whether within Finastra or with the customer. Ability to work autonomously, take ownership & accountability, while rallying individuals, teams to support customer towards end goal. Technical and problem-solving skills and ability to understand or recognize root causes of issues. Exceptional relationship-building capabilities and effective communication, presentation, and interpersonal skills. Ability to challenge, negotiate, influence, and persuade stakeholders especially business users. Analytical mindset and ability to derive insights from data. Organizational skills, can prioritize, multi-task and demonstrate adaptability. Project Management skills including strong reporting capability. Differentiators for High Performance: Experience developing and delivering against Customer Success plans Experience in Customer Success role in similar Industry and/or regional Experience of CRM tooling Expertise in Opics or Summit or Kondor, and Risk Products with detailed use-case knowledge or otherwise other similar treasury and capital market solutions. Previous exposure to support or implementation of such solutions at Financial Services organizations Have a commercial & business Acumen. - understand & speak to business drivers If you are passionate about customer success, thrive in a dynamic environment, and are dedicated to fostering customer loyalty, we invite you to apply for this exciting opportunity. We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold: · Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave. · Well-being: Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support. · Medical, life & disability insurance, retirement plan, lifestyle and other benefits* · ESG: Benefit from paid time off for volunteering and donation matching. · DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra). · Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool. · Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best. *Specific benefits may vary by location. At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves. Be unique, be exceptional, and help us make a difference at Finastra! Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.
    $45k-80k yearly est. Auto-Apply 60d+ ago
  • Customer Success Executive

    Servicenow 4.7company rating

    Addison, TX jobs

    It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500 . Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone. Job Description The Customer Success Executive is accountable for the strategic leadership and execution of post-sales activities within our most valuable accounts. This position plays a crucial role in driving ServiceNow's long-term value by accelerating customers' journey to success, ensuring predictable renewals, and maximizing the impact of ServiceNow across their business transformation initiatives. As a trusted advisor, you'll partner with C-level executives, guide seamless delivery of business transformation, and foster collaboration with ServiceNow's teams and strategic partners. What You Get to Do in This Role: Drive Post-Sales Success: Own and lead the customer's post-sales transformation, aligning ServiceNow's offerings to customer goals, and bringing relevant industry thought-leadership to the table. Foster strong relationships with C-Level executives to deliver on business outcomes. Collaborate Strategically: Partner with Account Executives to create and execute integrated pre- and post-sales strategies, delivering long-term value for both the customer and ServiceNow. Leverage the right resources at the right time to ensure success. Mitigate Risks and Drive Value: Proactively identify potential risks to success and work with the customer and internal teams to develop strategies to overcome them, ensuring a smooth path toward value realization. Focus on Key Performance Indicators (KPIs): Guide and inspire the Customer Success team to meet critical operational KPIs-adoption, technical health, renewals, customer satisfaction, and expansion. Work closely with customers to align their roadmap and drive new revenue opportunities. Foster Strategic Alignment: Build relationships with ServiceNow leaders and consistently incorporate customer feedback to drive continuous improvement. Align business transformation insights with organizational goals to ensure long-term success. Advocate for Innovation and Continuous Learning: As a strategic thought leader, drive innovative solutions for our customers, always looking for opportunities to help them achieve their long-term goals. Foster a culture of agility and calculated risk-taking within the team. Set Success Metrics and Milestones: Establish clear, measurable success metrics with the customer, and regularly review progress. Refine business transformation plans as needed to ensure milestones are met and value is realized. Qualifications The ideal candidate will have extensive experience leading large-scale digital business transformations, acting as a trusted advisor to both internal and C-level customer executives. You will be an expert in governance, strategy, and execution across cross-functional teams and have a track record of delivering scalable, repeatable success. Your passion for driving customer success at an enterprise scale and your ability to work in complex, dynamic environments will be key to your success in this role. To be successful in this role, you will need: Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry. Educational Background: BA/BS or equivalent required, Master's degree preferred. Experience: A minimum of 12 years in a management consulting or leadership role at a top-tier consulting firm, solution consulting, or similar positions focused on technology-enabled business transformations (Digital/SaaS/Enterprise Software). Leadership Expertise: Demonstrated success in running large-scale, strategic accounts and exceeding business objectives. Proven track record in building and leading high-performing Customer Success or Consulting teams. Business Acumen: Strong experience in identifying and solving complex business problems and aligning solutions with customer business objectives. Cross-Functional Leadership: A history of working across multiple functions and driving alignment in large, matrixed environments. C-Level Relationships: Strong experience building relationships with C-level business leaders, including within some of the world's largest enterprises. Adaptability: Ability to thrive in rapidly changing environments, adapting strategies to new challenges and opportunities. Execution Focus: Ability to create repeatable processes for scalable execution while maintaining a hands-on approach to ensure critical tasks are completed efficiently. Collaboration and Communication: Excellent communicator and influencer, with the ability to work effectively across a global organization and foster collaboration at all levels. Customer Focus: Deep understanding of customer needs, challenges, and motivations, with a keen ability to address concerns and ensure satisfaction. FD21 Additional Information Work Personas We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work. Learn more here . Equal Opportunity Employer ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements. Accommodations We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact [email protected] for assistance. Export Control Regulations For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities. From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.
    $116k-160k yearly est. 16h ago
  • Client Specialist

    Intralinks 4.7company rating

    Jacksonville, FL jobs

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Client Specialist Locations: Jacksonville, FL Get To Know The Team: SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking a Client Specialist to join our industry leading Black Diamond Service Team. In this role, you will join a dynamic team as an integral part of the day-to-day process of supporting our clients using our Black Diamond Wealth Platform™ solution. Like what you read? Then you may be a perfect candidate to join the company ranked #1 on the list of Best Places to Work in Jacksonville. Why You Will Love It Here! Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: You will work directly with clients to help solve their problems and ensure their satisfaction. You will also work closely with other teammates to ensure customer questions and concerns are addressed in a timely manner. In doing this, you will be responsible for undertaking discovery and education activities that help clients troubleshoot our technology and financial industry based issues via phone, email, Salesforce, virtual meetings, and occasional in person scenarios. Customer Value Realization Spend time getting to know the client's business model and individual system needs Act in a consultative manner by offering creative solutions, and proactively identifying opportunities where we can deliver even greater value for our customers through our platform Pin point the root cause of problems, provide solutions, and own the relationship from start to finish Adoption and Client Retention Educate and train clients on rapidly changing software systems to drive adoption Troubleshoot platform specific and technology-based issues and work with internal teams to produce a resolution Be a Black Diamond power user in order to provide the most relevant and creative platform solutions Emotional Intelligence Have the ability to empathize and connect with clients Be approachable and display a selfless attitude towards others Don't be afraid to ask the “why” and continue to learn Build trust and transparency with your clients to strengthen the relationship they have to the business Collaboration Show a strong desire to work with others to solve internal issues and client problems Care about the success of teammates and help inspire and empower creative solutions Be a great team player that steps up to help others, and sees the positive in any situation Have fun! Celebrate with our Product & Development teams as they unveil updates to our platform Give back and get involved in the community by participating in various philanthropic opportunities and company events What You Will Bring: The ideal candidate should be highly motivated with excellent communication and analytical skills. Within this role, you will build and maintain strategic relationships with existing clients through effective communication in a proactive, consultative and professional manner. You're a self-starter who can establish priorities, meet deadlines, and work independently in a remote/hybrid environment You have proven work experience as a Customer Success Manager or similar role You have excellent communication skills, including presentations and written documents You are a strong problem solver and work cross-functionally to deliver results. You quickly grasp new and complex topics and communicate them clearly. Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************ #LI-AL1 #CA-AL Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $32k-41k yearly est. Auto-Apply 4d ago
  • Customer Success Executive-Treasury & Capital Markets

    Finastra 4.3company rating

    Lake Mary, FL jobs

    Who are we? At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good. We are seeking a dynamic and results-driven Customer Success Executive, as part of our Sales and Customer Success organization. The Treasury and Capital Markets Business Unit has some of the biggest and most complex financial services organizations in the world and ensuring we have mutually beneficial is critical to our long term success. Our Customer Success Executives guide our customers through every stage of their journey, from system implementation to long-term satisfaction. As a key liaison between our organization and clients, you will play a pivotal role in ensuring successful onboarding, driving adoption, and fostering lasting relationships. Accountabilities The successful candidate will play a pivotal role as the owner of various stages of the customer journey and co-owning the customer relationship (with the Account Executive where appropriate) on behalf of Finastra. Our Customer Success Executives take proactive and strategic approach, ensuring customer satisfaction, and driving success throughout the entire customer lifecycle. By balancing the 'Business as Usual' aspects of day-to-day management with a longer term customer success strategy that increases adoption and retention. The CSE will be responsible for an individual portfolio of customers, spanning the TCM product portfolio. Critical to the success of the role will be achieving individual targets - such as the increase in Net Customer Growth (NCG) which focuses on the overall revenue generation at a portfolio level and Upsell, which is the increase in penetration of strategically important products. To be successful in the role, the Customer Success Executive will need to build and maintain strong internal networks across the Sales, Support, Services and Product organizations, partnering with these teams to deliver the best possible solution(s) & service(s) to our customers. The CSE will also provide a critical conduit to the Product Development teams that ensure a continuous feedback loop is maintained to enable all perspectives to be considered as part of the product roadmap. Establish Customer Success plans, building on value proposition(s) developed during sale, that outline the customer's business goals & priorities. Work with the customer to define & track value realization of our Treasury and Capital Market solutions against these goals to drive adoption and understanding our product portfolio. Actively manage account to identify risks proactively. Orchestrate resolution process for escalations, working with & mediating internal teams to track, manage and resolve these in a timely and professional manner. Strategic Goals & Deliverables: * Our Customer Success Executives, as well as focusing on overall client satisfaction, have strategic goals of delivering value to the customer by improving retention, renewals and adoption rates in line with our success strategy. * Drive adoption through actionable insights, customer focus, proactive engagement, experience improvement and 'customer first' culture. Balancing the importance of maintaining revenue -shape and influence the success change agenda for each customer. * Identify and manage areas where the client has expectations that are misaligned with their contract / Finastra policy and work to gain re-alignment. System Implementation: Ensuring smooth setup and successful onboarding experience, working with Project Manager and Implementation teams to provide oversight for successful go-live. * System Use and Satisfaction Post-Go live: * Develop and execute success plans in collaboration with the Account Executive for each customer, focusing on their unique needs and goals. * Engage proactively and frequently with customers, to build strong relationships. * Utilize architecture and usage data to derive insights and proactively manage risks. * Coordinate with the Customer Support team to address production escalations raised by customers. * Manage the end-to-end process for at-risk customers, from detection to resolution. Customer Expansion and Retention: * Drive the customer upgrade campaigns by identifying, qualifying, and raising upgrade opportunities both internally and with the customer. * Support the identification and creation of software leads at the customer level. * Collaborate with Account Executive to manage all opportunities, including services, upsells, renewals, and compliance. Qualifications and Experience: Desired: * Experience within the Treasury and Capital Markets sector. * Experience with Treasury and Capital Markets software, whether at a bank, consulting company, or software vendor * Ability to interact and demonstrate presence with all levels of stakeholders (from business users to senior levels), whether within Finastra or with the customer. * Ability to work autonomously, take ownership & accountability, while rallying individuals, teams to support customer towards end goal. * Technical and problem-solving skills and ability to understand or recognize root causes of issues. * Exceptional relationship-building capabilities and effective communication, presentation, and interpersonal skills. Ability to challenge, negotiate, influence, and persuade stakeholders especially business users. * Analytical mindset and ability to derive insights from data. * Organizational skills, can prioritize, multi-task and demonstrate adaptability. * Project Management skills including strong reporting capability. Differentiators for High Performance: * Experience developing and delivering against Customer Success plans * Experience in Customer Success role in similar Industry and/or regional * Experience of CRM tooling * Expertise in Opics or Summit or Kondor, and Risk Products with detailed use-case knowledge or otherwise other similar treasury and capital market solutions. Previous exposure to support or implementation of such solutions at Financial Services organizations * Have a commercial & business Acumen. - understand & speak to business drivers If you are passionate about customer success, thrive in a dynamic environment, and are dedicated to fostering customer loyalty, we invite you to apply for this exciting opportunity. We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold: * Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave. * Well-being: Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support. * Medical, life & disability insurance, retirement plan, lifestyle and other benefits* * ESG: Benefit from paid time off for volunteering and donation matching. * DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra). * Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool. * Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best. * Specific benefits may vary by location. At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves. Be unique, be exceptional, and help us make a difference at Finastra! Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.
    $54k-97k yearly est. Auto-Apply 59d ago
  • Customer Support Representative

    Sena Technologies Inc. 4.2company rating

    Irving, TX jobs

    We are seeking a Customer Support Representative who is responsible for delivering excellent customer service by responding to inquiries, resolving issues, and providing product or service information in a timely and professional manner. This role requires strong communication skills, attention to detail, and the ability to handle multiple tasks in a fast-paced environment. Key Responsibilities: Escalate all Tier 1 unresolved issues and claims Direct of Tier 1 staff though product training & knowledge, ticket reviewing. Review and execute product warranty returns and shipments for customer claims. Work closely with the RMA Team on product replacements. Independently resolves any technical issues and claims from the customers Create Technical Articles for website Knowledge Base location and help manage product content. Setup rules and procedures for Sena ticketing system (Zendesk) Subject Matter Expert for customers, team, and product partners. POC for leadership and stakeholders Support OEM / Partner Customers with specific product knowledge and troubleshooting techniques. Provide Customer follow through and updates on ticket escalations and regular support tickets. Work closely with other support Teams such as Marketing, Sales and Accounting members on various tasks. Build Strong relationship with Sena loyalty customers Attending Team and Support meetings for product updates, product communication, new product releases and Team building. Test all new product releases, IOS and Android Apps for basic product features and knowledge. Escalate product issues and concerns to Management staff and R&D Team for update and corrections. Attention to detail concerning ticket specifications and Customer needs. Basic SLA procedure knowledge for completing tickets within a timely manner. Always professional and courteous when responding to Customer emails and calls. Qualifications (Required): Bachelor's degree or equivalent professional experience required. 1-3 years of experience in a technical support or related field. Exceptional written and verbal communication skills. Proficiency with Microsoft Office Suite (Word, Excel, Outlook). Prior Help Desk or Customer Relationship Management (CRM) experience is required (Zendesk experience preferred). Skills and Competencies: Strong customer service acumen. Demonstrated problem-solving and multitasking skills. Strong attention to detail and organizational skills. A positive, collaborative attitude and proven ability to work as part of a team. Familiarity with motorcycle products, brands, or riding experience is a strong plus. Company Overview: SENA is a global leader in innovative communication systems, offering advanced connectivity solutions for adventure enthusiasts and professionals. SENA pushes the boundaries of technology with a range of products-from motorcycle helmets to communication systems for outdoor sports and industrial environments. Our products integrate cutting-edge technologies such as Bluetooth 5.0 and Mesh Intercom™, ensuring superior user experiences in terms of safety and performance. Whether on the road, in the mountains, or at sea, SENA accompanies its users wherever adventure takes them. #RideConnected Connect with SENA • Facebook: facebook.com/SenaBluetooth • Instagram: instagram.com/senabluetooth • LinkedIn: linkedin.com/company/sena-technologies-inc- • YouTube: youtube.com/@senatechnologies
    $33k-40k yearly est. Auto-Apply 60d+ ago
  • Customer Care executive /Tele caller /Customer Care Representative

    Bcforward 4.7company rating

    San Antonio, TX jobs

    About BCforward BCforward began as an IT business solutions and staffing firm. Founded in 1998, BCforward has grown with our customers' needs into a full service personnel solutions organization. BCforward's headquarters are in Indianapolis, Indiana and also operates delivery centers in 17 locations in North America as well as Hyderabad, India and Puerto Rico. We are currently the largest consulting firm and largest MBE certified firm headquartered in Indiana. With 14+ years of uninterrupted growth, the addition of two brands (Stafforward and PMforward) and a team of more than 1400 resources our teams deliver services for multiple industries from both public and private sectors. BCforward's team of dedicated staffing professionals has placed thousands of talented people over the past decade, with retention rates that are consistently higher than the industry average. Job Description Provide unbiased assistance to Medicaid Providers with questions regarding Medicaid patient eligibility, medical claims statuses, and other program questions. Assists medical providers in problem resolution, as needed. Responds to provider phone inquiries in a prompt, courteous and concise manner. Documents all provider encounters in clear and concise logs. Transfers providers to other Call Center units as needed. Meets individual performance standards. Performs other duties as may be assigned by management." Thank you , If you would be interested please call me Direct: at ************ Additional Information Must be able to pass a background and drug screen
    $53k-90k yearly est. 60d+ ago
  • Customer Experience Representative

    J L Marine Systems Inc. 4.4company rating

    Tampa, FL jobs

    Job DescriptionDescription: Job Purpose The Entry-Level Customer Experience Representative supports customers and dealers through inbound phone calls and emails. This is an office-based role focused on building positive customer relationships, resolving basic to moderately complex inquiries, and coordinating with internal teams to ensure timely and accurate responses. This position is ideal for individuals starting their career in customer support or administrative service roles. Duties and Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Actively listen to customers to understand their needs and determine appropriate solutions. Provide basic to moderate technical assistance. Process inbound orders accurately. Participate in cross-training across technical and sales-related customer service tasks. Resolve common customer concerns, such as shipping or invoicing issues. Perform other duties as assigned. Requirements: Skills and Qualifications High school diploma or GED required. 1-2 years of customer service experience preferred (internships, part-time roles, or volunteer experience accepted). Strong multitasking ability. Excellent communication and customer relationship skills. Ability to work effectively in a team environment. Relevant certificates or related experience a plus, but not required for entry-level consideration.
    $26k-31k yearly est. 25d ago
  • Customer Experience Representative

    J l Marine Systems Inc. 4.4company rating

    Tampa, FL jobs

    Job Purpose The Entry-Level Customer Experience Representative supports customers and dealers through inbound phone calls and emails. This is an office-based role focused on building positive customer relationships, resolving basic to moderately complex inquiries, and coordinating with internal teams to ensure timely and accurate responses. This position is ideal for individuals starting their career in customer support or administrative service roles. Duties and Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Actively listen to customers to understand their needs and determine appropriate solutions. Provide basic to moderate technical assistance. Process inbound orders accurately. Participate in cross-training across technical and sales-related customer service tasks. Resolve common customer concerns, such as shipping or invoicing issues. Perform other duties as assigned. Requirements Skills and Qualifications High school diploma or GED required. 1-2 years of customer service experience preferred (internships, part-time roles, or volunteer experience accepted). Strong multitasking ability. Excellent communication and customer relationship skills. Ability to work effectively in a team environment. Relevant certificates or related experience a plus, but not required for entry-level consideration.
    $26k-31k yearly est. 28d ago
  • Client Engagement Specialist

    Aston Carter 3.7company rating

    San Antonio, TX jobs

    Collaborate closely with team members on group initiatives, including financial projects and customer success efforts. Build strong partnerships with internal stakeholders to align strategies and drive organizational goals. Identify areas to expand existing customer accounts. Work with the marketing team to follow up on qualified leads and support targeted outreach campaigns. Learn from customer interactions to refine approaches and strengthen long-term relationships. Responsibilities + Collaborate on group initiatives, including financial projects and customer success efforts. + Build partnerships with internal stakeholders to align strategies and achieve organizational goals. + Identify opportunities to expand existing customer accounts. + Work with the marketing team on qualified lead follow-ups and targeted outreach campaigns. + Learn from customer interactions to refine approaches and strengthen relationships. Essential Skills + Business Development + Customer Success + Customer Service + Clinical laboratory knowledge Additional Skills & Qualifications + Bachelor's degree required + Customer service experience + Strong understanding of laboratory and clinical processes + Familiarity with regulatory and compliance standards including FDA, ISO, cGMP, and OSHA Work Environment Hybrid flexibility and this role includes some travel. Enjoy a supportive and collaborative team environment with constant access to leadership. We provide competitive compensation, excellent benefits including employer-paid life insurance, long-term disability plans, and a 401(k) with employer contribution. Additional benefits include paid time off, employer-paid AD&D, extended illness benefits, an employee assistance program, shift differentials, and various voluntary supplemental insurances. Job Type & Location This is a Permanent position based out of San Antonio, TX. Pay and Benefits The pay range for this position is $62500.00 - $72500.00/yr. - Competitive salary - 100% Employer Paid Life Insurance - 401(k) with Employer Contribution - 100% Employer Paid Long-term Disability Plan - Paid Time Off (PTO) - 100% Employer Paid AD&D - Extended Illness Benefits (EIB) - 100% Employer Paid Employee Assistance Program - Shift Differentials - Group Health Medical Plan with prescription coverage - Paid Holidays - Variety of Voluntary Supplemental Insurances - Incentive Compensation Plan - Voluntary Dental Coverage - Educational Assistance Program - Voluntary Vision Workplace Type This is a hybrid position in San Antonio,TX. Application Deadline This position is anticipated to close on Jan 22, 2026. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.
    $62.5k-72.5k yearly 2d ago
  • Customer Service Support

    QED National 4.6company rating

    Richardson, TX jobs

    Customer Support Rep Schedule: 9-6 onsite Mon-Fri Customer Service Representative is responsible for answering customer inquiries or complaints, processing orders, researching and resolving requests to improve sales and maintain customer satisfaction. Maintains an ongoing relationship with customers, field sales, distribution, purchasing, manufacturing and marketing. Provides day-to-day training support for new staff. Responsibilities: * Uses professional written and verbal communications to provide pricing, availability, and schedule information within established guidelines. Suggest additional and/or alternative products or services to meet customer needs. Researches and obtains resolution of a variety of customer inquiries. Serves as a communication link between customers and sales staff to assure responsiveness. * Processes orders received by e-mail, telephone, Fax, EDI, and/or through personal customer contact. Expedites the delivery of selected orders. Tracks order activity and alerts appropriate staff of any potential delivery problems. Performs backend order maintenance to ensure efficient order processing. * Tracks order activity and alerts appropriate staff of any potential delivery problems. Expedites the delivery of selected orders as needed. * Fosters open communication internally and externally and champions creative change to improve processing and service levels. Takes on special projects. Delivers assignments within specified time allowance. * Completes specific training modules and department training to develop and enhance product knowledge and understanding of processes, procedures and protocols. Provides guidance and assistance to new or less experienced staff. Documents procedures as required. * Supports committed accounts and/or sister-companies to ensure delivery of exceptional service and to build commitment and satisfaction while providing complete solutions/resolutions to issues. This includes monthly responsibilities assigned such as EDI. * Performs other similar and related duties as required. Qualifications: * Customer service experience * Retail background is a plus * Strong written and verbal communication skills About Seneca Resources: Seneca Resources is a client driven provider of strategic Information Technology consulting services and Workforce Solutions to government and industry. Seneca Resources is a leading IT services provider with offices in Virginia, Alabama, Georgia, North Carolina and New York that service clients throughout the United States. We are an Equal Opportunity Employer and value the benefits of diversity in our workplace.
    $28k-37k yearly est. 6d ago
  • Client Experience Specialist - Ent

    Connection 4.2company rating

    Tallahassee, FL jobs

    What We Do We calm the confusion of IT by guiding the connection between people and technology. If a customer is looking for a better way to manage their warehouse inventory, equip their workforce, or secure their data, we make it happen. All it takes is finding the right combination of tech hardware, software, cloud solutions, and support services. That's what we do. We're the IT Department's IT Department. Who We Are Our team is made stronger by a multitude of backgrounds, experiences, and perspectives. It's what makes Connection unique-what drives us to innovate and create technology solutions that stand apart from the crowd. We'd love for you to be a part of that fabric, to share your ideas and experiences with a team that thrives on fresh thinking, creativity, and helping others. Why You Should Join Us You'll find supportive teammates and a rewarding career at Connection-plus great benefits. We take pride in supporting employees with a total rewards package that provides financial, emotional, and physical resources for you and your family. Our compensation, 401k plans, medical insurance, and other benefits are progressive and competitive. We value the importance of our employees' emotional wellbeing. To support employees, we provide free therapy visits, mental health coaching and tools, and meditation resources. You'll also enjoy a generous paid time off package that includes not only vacation and sick time, but also Wellness and Volunteer Time Off days. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Responsibilities Must have experience working with VAR IT industry in sales support and client operations. Min USD $22.60/Hr. Max USD $28.36/Hr. Qualifications Because of the possibility for fraudulent job postings on many popular job boards, please be advised that Connection will never offer a position of employment without a complete interview process and communication with a “live person".
    $22.6-28.4 hourly Auto-Apply 60d+ ago
  • Client Growth Specialist

    Buyers Edge Platform, LLC 3.7company rating

    Lake Worth, FL jobs

    Job Description The Client Growth Specialist plays a critical role in driving customer engagement and revenue growth by re-engaging smaller accounts and unlocking additional value through our programs. This position focuses on educating customers on rebate opportunities, expanding their use of preferred distributors, and ensuring they maximize the financial and operational benefits available to them. Acting as a trusted advisor, the Client Growth Specialist leverages strong communication skills, program knowledge, and consultative outreach to strengthen relationships, increase participation, and contribute to the overall growth of the portfolio. Who we are: Source1 is the leading data and technology company specializing in hospitality procurement. As a Buyers Edge Platform brand, Source1 goes beyond conventional solutions, offering innovative procurement strategies, flexible supply chain management, and tailored strategic services. Our commitment to hospitality success is reflected in providing our members with exclusive access to nationally contracted pricing on essential everyday supplies and services, dedicated account management, and seamlessly integrated data and technology solutions. At Source1, our customized solutions are designed to not only add significant value but also unlock unparalleled savings potential for hospitality operators. We value the impact and connection that come from regular in-person collaboration. While the ideal candidate can work from our New London, CT office or Lake Worth, Florida office, we are also accepting applications from remote candidates who are not located within a reasonable commuting distance. We are unable to offer work sponsorship for this role. Your impact: Customer Engagement & Growth Proactively call and engage a large portfolio of smaller clients to increase their participation and rebate potential. Educate customers on program benefits, supplier options, and available rebates. Walk customers through portal features and resources to improve adoption and utilization. Track and report on customer engagement, growth opportunities, and participation metrics. Program Knowledge & Support Demonstrate strong knowledge of Source1's supplier network and rebate programs. Provide guidance on optimizing purchasing decisions through contracted suppliers. Identify opportunities for upselling and cross-program participation. Operational Excellence Maintain accurate records of customer interactions and progress in CRM. Consistently meet and exceed outreach and growth targets. Share insights with internal teams to support broader business strategies. Follow structured workflows to ensure high-quality customer touchpoints. About you: Bachelor's Degree Minimum of 2 years of related experience Excellent phone and virtual communication skills Strong understanding of Source1's supplier network and program benefits Proficiency in Salesforce and Microsoft Office Suite (Excel, Word, PowerPoint) Ability to explain complex information in a simple, customer-friendly way Strong organizational skills, attention to detail, and follow-up ability Self-motivated with a high level of initiative and ownership Not sure you meet every qualification? Studies show that diverse applicants often hesitate to apply unless they check every box. At Buyers Edge Platform, we value authenticity and inclusion-if you're excited about the role, we encourage you to apply. You might be exactly who we're looking for! What's in this for you: Great benefits from day one. We offer medical, dental, vision, FSA, company-paid life insurance, and more-plus a 401(k) with company match. Grow with us. Enjoy strong training, development, and competitive pay. Work-life balance. Our flexible PTO policy lets you take time when you need it-no accrual required. We welcome all. We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
    $43k-76k yearly est. 25d ago

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