Client Success Manager Remote Jobs

16 Results

12d

Client Success Manager

artificial.London,England,United Kingdom, Remote Hybrid

artificial. is hiring a Remote Client Success Manager

About Artificial

We’re building technology for the next generation of insurers.

At Artificial, we're not just building software. We're reshaping the future of the insurance industry. Our mission is clear – to leverage the best of today's technology and automation, revolutionising how insurers and brokers operate. By removing the mundane and repetitive, we're paving the way for innovation, efficiency, and most importantly – human-centric solutions.

You’ll be working with talented people, using the latest technology in an environment where learning is supported. As an outcomes-focused business, taking ownership is not only expected but embraced, meaning the opportunity to create meaningful change is within your power.

In 2024 we secured £8M in Series A+ funding, led by Europe’s premier publicly listed fintech fund, Augmentum Fintech, with participation from existing investors MS&AD Ventures and FOMCAP IV. Join us, and take the chance to be a part of something that will change the landscape of insurance for generations.

The Role

We are looking for a Client Success Manager to join our Client Success team, to focus on engaging with current and future customers. You will be responsible for delivering the vision of our product that we share with our clients, and highlighting the ongoing product value.  

This is a newly created role that will join an established team, collaborating closely with our Product Management, Solutions Engineering and operational teams to meet the demands of our growing client base.

This opportunity would be ideal for a proactive client success, customer services or account manager with an interest in developing a career in insurance or financial services by learning more about managing the client lifecycle.

Responsibilities

  • Build strong relationships with our clients during onboarding, go-live, hypercare and beyond
  • Respond to their requests and support the successful adoption of our products
  • Managing communications (such as product release notes and training materials) that are designed to collaboratively surface our clients business needs
  • Executing the operational delivery to the client by working collaboratively with our internal Product Management, Solutions Engineering and the rest of the Customer Success teams 
  • Feeding into product backlog priorities and managing their delivery
  • Updating product documentation and providing training to the client as needed
  • Act as the ‘go to’ for client feedback.
  • Routinely keep the client informed of platform usage, activity trends, and product progress as well as identify opportunities for further engagement
  • Management of live issues, change requests and responding to SLA commitments
  • Act as the client’s advocate to voice their requirements and liaise with wider teams on improving our product offering
  • Manage the successful onboarding of new clients as assigned, and attend virtual or in-person sessions
  • Coordinate User Acceptance Testing and related outputs
  • Developing and refining processes and tooling at both the CS team and role level, to ensure a positive client experience

Skills, Experience and Qualifications

  • Demonstrable experience working within the insurance industry in either broking or underwriting
  • Adept at handling multiple clients simultaneously
  • Demonstrable experience working in the Client Success or Account Management space
  • Strong business analysis and problem solving capability. 
  • Experience of analysing and documenting process flows
  • Gathering requirements supported by data analysis
  • Experience with tools like Zendesk, Intercom, Jira and/or Github
  • Experience with Google Suite, Notion, Slack and other collaborative online software
  • Experience with communicating complex technical solutions into simple language for clients
  • Some experience of providing value-add reporting to clients and internal management team

People Skills and Behaviours

  • Self-starter with strong interpersonal, communication, collaboration and presentation skills
  • Comfortable working in a fast-changing start-up environment with all the ambiguities this presents: flexibility will be needed
  • Happy to travel to client sites for meetings if required
  • Appetite to learn and grow into the role
  • Keen to knowledge share and identify improvements across the business

In the early days of your role, you’ll be expected to focus on delivering:

  • Demonstrable ownership of least one client
    • Form direct relationships with the client
    • Working with the product manager and development team(s) to start delivering roadmap priorities for client and product
    • Manage development and support and issues raised by client
    • Work collaboratively with client and internal teams to find effective solutions to issues
  • Testing the deliverables thoroughly to ensure quality and completeness.
  • Ensuring that the client is kept informed of progress in a timely manner
  • Working to develop processes and reporting which is meaningful and provides insights to both external and internal stakeholders

We especially want to hear from you if you have:

  • Come from an InsurTech, Financial Services or other tech-enabled commercial background
  • Have previously worked in a scale up or other fast-changing environment
  • Worked in companies where hybrid working is standard
  • Private Medical Insurance
  • Life Insurance
  • Income Protection
  • Financial Wellbeing platform via Maji 
  • Salary Sacrifice Company pension
  • Home office and equipment allowance, and a company MacBook
  • Learning allowance and encouragement to attend conferences / take exams
  • Milestone Birthday Bonus
  • Generous holiday allowance of 28 days plus national holidays
  • Team social events and company parties
  • Pizza at every All Hands or allowance for at-home lunch
  • The best coffee machine in London, handmade in Italy and imported just for us!

We're an equal opportunities employer, with a strong commitment to hiring from the rich diversity within our local communities. If you'd like to request a reasonable adjustment to the hiring process, please do let us know at any time and feel free to let us know your preferred pronouns. If you feel that you don't tick all the boxes of requirements, please do apply anyway - Artificial recognise the value of raw talent. Please be aware as part of the application process we'll be carrying out various background checks. These may include a criminal records check, checking your credit history, contacting your previous employers and/or verifying your academic qualifications

See more jobs at artificial.

Apply for this job

16d

Client Success Manager

SalesFull Time5 years of experience3 years of experiencesql

Autoscribe is hiring a Remote Client Success Manager

Client Success Manager - Autoscribe - Career Page

See more jobs at Autoscribe

Apply for this job

17d

Client Success Manager

ArkadiumPortugal, Remote
Salesiosandroid

Arkadium is hiring a Remote Client Success Manager

At Arkadium our purpose is to have fun while creating fun - and that’s exactly what we’ve been doing for 20 years. We’re the creators behind the world’s most-played games. From the Solitaire that came on your Windows machine, to hundreds of other games you’ve come to know and love - you can find our games on Arkadium.com, iOS, Android, and lots of other big sites worldwide.

As a proud Evergreen business our values of Fierce Drive, Positive Energy and Living Full Lives are the driving force behind how we run and the choices we make.

We’re privately held (aka stable and reasonable about growth), founder-led (aka passionate about our craft) and we consistently rank as a “Best Place to Work” (aka not your typical games company).

We’ve been recognised by "Happiness Works 2023" in Portugal, "Crain's Best Places to Work 2022" and "Great Place to Work 2022 and 2023" in New York!

Interested in becoming an Arkadian? We’d love to hear from you!

Overview

We are seeking a Client Success Manager to join our Sales and Account Management team. This role is pivotal in managing our relationships with tier 1 partners, ensuring their success and satisfaction through strategic collaboration and project oversight. 

This role is open to candidates based in Portugal and will be 100% remote with in-person events optional.

For those in Portugal, business hours are 9-18 WEST (UTC+1).

Responsibilities: 

  • Primary Point of Contact:Act as the primary liaison for tier 1 partners, cultivating strong relationships and gaining in-depth understanding of their strategic goals and business needs. 
  • Project Scope and Deliverables:Collaborate closely with partners to define precise growth-based initiatives, deliverables, and timelines, ensuring alignment with partner expectations and company capabilities. 
  • Internal Coordination:Coordinate resources and stakeholders across departments to ensure seamless project execution and timely delivery within defined scope and quality standards. 
  • Project Oversight:Monitor multiple partner’s projects progress, identifying potential risks and proactively implementing solutions to mitigate issues, ensuring projects meet quality standards and deadlines. 
  • Partner Communication:Conduct regular status meetings with partners to review project milestones, deliverables, and address any emerging issues, maintaining transparent communication throughout the partnership. 
  • Strategic Offerings:Recommend solutions to partners that align with mutual  business goals, focusing on revenue generation and mutual benefit  
  • Metrics Analysis:Provide actionable insights and strategic recommendations to partners based on industry trends, market analysis, and best practices to enhance project outcomes and partner satisfaction. 
  • Reporting and Data Management:Track, analyze, and report on key metrics related to partner success, project performance, and ROI, leveraging data to drive continuous improvement and decision-making. 
  • 3-5 years of experience in strategic account management, project management, or a similar role within the tech industry, preferably at a game company, web publisher, or related tech firm. 
  • Proven ability to cultivate and maintain strong relationships with external partners and stakeholders. 
  • Strong project management skills, with experience in defining project scopes, managing timelines, and delivering results within budget. 
  • Excellent communication and negotiation skills, with the ability to communicate effectively with both technical and non-technical stakeholders. 
  • Analytical mindset with the ability to interpret data, analyze trends, and derive meaningful insights to drive strategic decision-making. 
  • Proficiency in using project management tools and CRM software. 
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively. 
  • Experience working with tier 1 partners or large enterprise clients is a strong plus. 
  • Competitive compensation with structured performance and career development check-ins
  • Meaningful supplemental health insurance (medical, dental & vision plans)
  • Meal allowance
  • Additional budget for conferences you are interested in
  • Personal development budget to fuel your passions and desire to learn (Arkadians are taking classes in not only Excel and leadership, but also interior design and even swimming!)
  • Time off from Christmas Eve through New Year's Day so we can all enjoy the holidays
  • A unique culture of transparency, true teamwork and fun
  • Summer Fridays: 4 Fridays off throughout the Summer to have more fun in the sun

See more jobs at Arkadium

Apply for this job

24d

Client Success Manager Tier II

SalesFull Time7 years of experience5 years of experience

BlueVoyant is hiring a Remote Client Success Manager Tier II

Client Success Manager Tier II - BlueVoyant - Career PageResponsible for the coordination and scheduling of all customer interactions (regular cadence, working sessions, escalation calls, etc.) both with

See more jobs at BlueVoyant

Apply for this job

29d

Client Success Manager

DripsAkron, OH - Remote
4 years of experiencetableauB2BsalesforceDesign

Drips is hiring a Remote Client Success Manager

Job Overview

The Client Success Manager (CSM) works with mid-to-large enterprise accounts across various industries. The CSM’s role is to establish themselves as a trusted advisor to drive successful client experience and support renewal and growth. The ideal candidate for this role is determined to lead Drips clients to achieve the success metrics laid out for each campaign and address various business challenges through use of Drips campaigns. They are primarily responsible for leading the day-to-day client communication across their portfolio and delivering insightful performance reporting and analysis. They will engage in some performance troubleshooting, while appropriately delegating deeper investigations. In addition, the CSM must execute these job responsibilities within the framework of Drips Core Values. Additional duties and responsibilities as assigned.

Duties/Responsibilities

The Client Success Manager role can be broken down into three key areas. Those key areas and the related responsibilities include:

Campaign Performance Strategy & Insights

  • Become an expert at the strategy and best practices for a Drips campaign – how to guide clients towards high-value campaigns and the key pieces of the campaign to analyze for performance and strategic insights. Utilize internal tools such as Salesforce and Tableau to thoroughly understand campaign performance trends.
  • Gather required information & strategy for New Campaigns (Projects). Guide your clients to establish realistic goals and success measures for Drips campaigns.
  • Utilize Salesforce Cases to communicate design requirements to Production team for setup.
  • Lead campaign design planning & review with client for approval.
  • Own delivery of recurring performance reporting for client campaigns. Determine meaningful performance trend insights and optimization recommendations, partnering with a Client Success Associate to provide you with supplemental performance details.

Client Communication

  • Own the day-to-day client-facing communication for Accounts in your portfolio, and build relationships across the client organization (business and IT/technical stakeholders). Adhere to Response Time SLAs in-line with Client Account Tier. Manage delegation of client requests and investigations as appropriate to Client Insights, Production, or Product/QA teams.
  • Lead recurring client performance calls (weekly, biweekly, monthly depending on Client Tier).
  • Participate in & lead prep with Account Manager for recurring Monthly Strategic Calls & QBRs.
  • Act as the voice of the client internally to advocate customer’s needs.
  • Current-Month Revenue Forecasting – Own the updates to current-month forecast projections, based on a solid understanding of expected growth or contraction of your account’s current campaigns.
  • Client Health – review Client Health scoring on a weekly basis for all Accounts. Lead adjusting or escalating changes. Partner with Account Manager for alignment on scoring.
  • Be aware of the client’s business goals, objectives, and changes within the client organization to identify expansion opportunities and to proactively address any challenges that might impact the use of our solution.

    Required Skills

    • At least 4 years of experience as an Enterprise CSM or Enterprise Project Manager (client-facing), delivering managed service strongly preferred.
    • Adept with Microsoft Office suite. Fast learner of software (Salesforce, Tableau). Experience or comfort with using Microsoft Teams and other messenger services to communicate.
    • Comfortable translating complex ideas and issues to an uninformed audience. Must be able to translate data into actionable business insights related to clients’ business goals and strategy.
    • Ability to manage and support tasks and due dates for multiple clients at once.
    • Strong organizational skills. Keen ability to pay attention to the details.
    • Exceptional verbal and written skills. Must be able to build comfortable and positive relationships with customer team members at varying levels, up to Executive level.
    • Must be a self-starter able to work with limited supervision.
    • Ability to work independently as well as part of a team in a remote environment. Drips is a fully remote work environment.

    Preferred Skills

    • Experience in affiliate marketing or lead generation space, marketing campaign management.
    • Working knowledge of web-based SaaS products.
    • Experience working in a growing tech company.
    • Experience in a performance marketing environment

    ** Must be currently living in the U.S. / are authorized to work in the U.S.

    Applicant Instructions:

    In order to be considered for this role, all applicants must submit a cover letter alongside their resume that contains the details outlined below.

    Include details about your experience in the following skillsets:

    • Experience managing client relationships in a B2B setting
    • Experience in new client onboarding and implementation
    • Experience in technical troubleshooting for a SaaS product

    Also include the following:

    • Your salary requirements or range
    • Brief explanation of which of the Drips Core Values (available on our website) that you embody the most

    See more jobs at Drips

    Apply for this job

    +30d

    Client Success Manager

    Intrust ITCincinnati, OH - %LABEL_POSITION_TYPE_REMOTE_HYBRID%
    Full Time

    Intrust IT is hiring a Remote Client Success Manager

    Working at Intrust IT

    Intrust www.intrust-it.comis an ESOP (Employee Stock Ownership Plan) local to the Cincinnati area for over 30 years. Our mission is securing today and a better tomorrow for our clients, employees and communities. We tackle each day with that in mind to guide how we can best serve the people and businesses that have enabled Intrust to be best in class for the last three decades.

    The transparent management and open financial structure of Intrust eliminates mystery to how Intrust is performing and who is responsible for various functions throughout the organization. Intrust is a place where you can take pride in and where your outstanding performance doesn't go unnoticed.

    Career Opportunity - Client Success Manager (Full Time)

    At Intrust IT, our Client Success Manager's are accountable for developing and maintaining strong, mutually beneficial strategic relationships. This is accomplished through regular meetings with decision makers, understanding their IT-related business needs and concerns, and providing guidance to keep their IT environment productive, efficient, and protected. We currently have an opportunity for an experienced Client Success Manager to join our growing team!

    Exceptional candidates have experience forging and maintaining business relationships, and a results-driven approach with day-to-day tasks. This position requires you to be a reliable professional able to achieve balance between customer orientation and business acumen.

    Attributes of a Successful Client Success Manager:

    • Previous account management/account executive work experience in the IT industry, preferably with a Managed Service Provider

    • A positive, supportive orientation toward clients, colleagues and vendors

    • A natural embrace of collaboration and change

    • Passion for the quality of your work that demonstrates an ownership mindset

    • Effectively prioritize and manage projects and tasks

    • Turning constructive feedback into opportunities for growth

    • Highly effective communicator

    Client Success Manager Responsibilities:

    • Act as primary point of contact for assigned clients in a business commitment and relationship capacity

    • Become an expert in Intrust service offerings and supporting service delivery methods and processes

    • Evaluating and monitoring client satisfaction and relationship health

    • Working with technical service delivery teams to assess client IT environments against industry and Intrust standards

    • Developing multi-year technology plans for clients to achieve and maintain optimal IT environments that promote productivity and mitigate risk

    • Engaging client decision makers to learn business needs and propose strategic technology plans with compelling discussions and presentations

    • Working with the project and solutions team to fulfill approved strategic technology plan items

    Salary and Benefits:

    Intrust offers competitive base salary (based on experience), healthcare coverage for employees and eligible dependents (medical, dental, vision), 3 weeks paid time off, 7 paid holidays, 401k with 5% employer match, $200 monthly cell phone and home internet reimbursement, free life and disability insurance coverage, and an employee stock ownership plan.

    See more jobs at Intrust IT

    Apply for this job

    +30d

    Client Success Manager

    ConsumerAffairsTulsa,Oklahoma,United States, Remote Hybrid
    Sales

    ConsumerAffairs is hiring a Remote Client Success Manager

    ConsumerAffairs helps consumers make smart buying decisions in moments of need. Every month millions of consumers turn to our site and tools for help with their considered (often emotional) purchases.

    We educate them about their options, learn about their specific needs, and connect hundreds of thousands of them directly to brands. These brands use our SaaS tools to manage their reviews and communicate directly with consumers to serve them better. Our business thrives when the consumers who trust us get matched with the right brands for them.

    We’re fast-paced and our core values are the bedrock of who we are and who we want to be.

    Our employees believe in raising the bar through data-driven innovation, intellectual curiosity, and grit. We have a team-first mentality, and manifest wins by putting the team first. Collaboration and teamwork are in our hearts; we believe winning together is the most fun. But, above all else, we care. We have servant hearts for our consumers, customers, and colleagues. If you want to be part of a globally diverse team focussing on helping people, in an environment where we raise the bar, win as a team, and care above all else—then ConsumerAffairs may be just the place for you!

    About The Job

    The Client Success Manager works as part of the Reputation Management Team to create and nurture long-term relationships with our clients. You will understand clients’ individual needs to establish goals for the partnership, ensure these objectives are achieved through adoption of our product, and significant value is delivered to and realized by all stakeholders. As an ambassador for each of your clients, you will identify creative ways to ensure our partners achieve our mutual goals. Successful candidates will be highly organized self-starters and excellent communicators who are excited about driving our client’s success. Having a background in account management and/or customer service and knowledge of our industry is a plus but not required. The goal is to help us safeguard our revenue and retain our customers.

    Responsibilities & Expectations

    These responsibilities are not to be construed as a complete statement of all duties performed. Employees will be required to perform other job-related duties as required

    • Drive client outcomes with a deep understanding of the partners’ success criteria, business drivers and initiatives.
    • Build relationships with key employees among partners.
    • Facilitate the smooth onboarding of new partners to ensure successful product adoption and a strong foundation for the partnership.
    • Proactively monitor and identify client health risks and mitigate churn risk.
    • Create strategic plans to address clients’ business needs.
    • Analyze and monitor client data to draw insights with the goal of communicating those findings to clients to increase engagement and utilization with the product.
    • Lead demonstrations of ConsumerAffairs features to stakeholders of both current and potential partners.
    • Schedule regular meetings with clients to ensure they are seeing success from our partnership and alignment with their objectives.
    • Identify process improvements to help drive repeatable and efficient customer engagement.
    • Quickly and efficiently solve ad-hoc client issues as needed.
    • Identify opportunities to expand the partnerships.
    • Collaborate with internal teams (e.g. sales, engineers, senior management) to address clients’ needs.
    • Ensure accuracy of data to achieve operational excellence.

    Minimum Qualifications & Credentials

    • Recommended BSc/BA in Business Administration, Marketing or a related field, or proven experience.

    Hard/Technical Skills

    • Proven experience as a Client Success Manager, Account Manager, Relationship Manager or similar; SaaS experience is a plus.
    • Proven track record of meeting and exceeding targets.
    • Experienced tracking relevant KPIs (e.g. customer satisfaction).
    • Skilled in putting together professional presentations with clear data stories.
    • Proficient in MS Office, G-Suite, with working knowledge of CRM platforms (e.g. Salesforce).
    • Proficiency in Customer Success platforms (e.g. ChurnZero, Gainsight) recommended.

    Soft Skills

    • Problem-solving aptitude.
    • A customer-oriented attitude.
    • Excellent communication and ability to negotiate on the fly.
    • Obsessed with ensuring an exceptional customer experience- for both internal and external customers.
    • Stands up for decisions, takes responsibility for results, and shares both good and bad outcomes transparently.
    • Experience working to promote value through customer experience.
    • Detail oriented and relies on data to drive decisions.
    • Takes decisive action, and confidently changes course if unsuccessful.
    • Demonstrates a relentless focus on results with a commitment to deliver.
    • Displays a growth mindset to continually improve; encourages everyone around them to be tenacious and never settle.
    • Constantly seeks feedback to improve; focuses on solving issues through teamwork, and collaboration.
    • Acts with urgency; delivers top results in hours and days instead of weeks and months.
    • Relentless in their pursuit of success and possessing the willpower to embrace challenges as opportunities.

    Specific Measures of Success – Expected Outcomes

    Start Date to Start Date +1 Year

    Retention

    • Maintain a 93% or higher retention rate

    Engagement

    • Encourage product adoption of 90% of clients
    • Ensure 70% of clients are utilizing proactive and consistent review collection

    Core Values

    Raise The Bar

    • We raise the bar through innovation, intellectual curiosity, and grit. We are not satisfied with yesterday and our hearts thirst to be better tomorrow.

    Win As A Team

    • We manifest wins by putting the team first. We have collaboration and teamwork in our hearts and believe winning together is the most fun.

    Care Above All Else

    • We care above all else. We have servant hearts for our consumers, customers, and colleagues.

    Physical Requirements & Environmental Conditions

    Location: Tulsa

    Frequency of travel: Occasional travel may be required for meetings, training and/or conferences.

    Light physical activities and efforts required in working within an office environment.

    (Reasonable accommodations will be made in accordance with existing ADA requirements for otherwise qualified individuals with disabilities.)

    ConsumerAffairs provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    • This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

    • Health Care Plan (Medical, Dental & Vision)
    • Retirement Plan (401k)
    • Life Insurance (Basic, Voluntary & AD&D)
    • Paid Time Off (Vacation, Sick & Public Holidays)
    • Family Leave (Maternity, Paternity)
    • Short Term & Long Term Disability
    • Training & Development
    • Work From Home
    • Free Food & Snacks
    • Stock Option Plan

    See more jobs at ConsumerAffairs

    Apply for this job

    Scalable GmbH is hiring a Remote (Junior) Client Success Manager (m/w/d)

    Stellenbeschreibung

    Diese Position wird in München als auch in Berlin angeboten.

    • Du bist zuverlässiger Ansprechpartner sowohl für Bestandskunden, als auch für Interessenten unserer Dienstleistungen via Telefon, E-Mail oder Chat
    • Bei komplexeren Fragen vernetzt Du dich mit den anderen Fachbereichen, um rasch eine Lösung zu finden
    • Du verantwortest eigenständig die Zufriedenheit und Bindung zu unserer Kundschaft 
    • Du erweiterst Dein Fachwissen im Finanzbereich kontinuierlich durch interne Schulungen sowie Eigeninteresse
    • Du nutzt das Feedback unserer Kund:innen und erkennst Verbesserungspotentiale unseres Produkts sowie interner Prozesse. Dabei arbeitest Du eng mit den Bereichen Product und Operations zusammen

    Qualifikationen

    • Du kannst eine abgeschlossene Ausbildung vorweisen
    • Erfahrungen in Finance/Banking/Versicherung ist ein Plus
    • Du besitzt Affinität zu Kapitalmarktprodukten und digitalen Lösungen
    • Du überzeugst mit Deiner freundlichen und lösungsorientierten Arbeitsweise
    • Du kannst unter Zeitdruck gewissenhaft und detailorientiert arbeiten
    • Du verfügst über sehr gute Deutsch (mind. C1) - sowie gute Englischkenntnisse in Wort und Schrift

    See more jobs at Scalable GmbH

    Apply for this job

    Addepar is hiring a Remote Sr. Client Success Manager - Enterprise

    Who We Are

    Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

    *Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and memberFINRA/SIPC.

    The Role

    The Client Engagement & Success Management (CESM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CESM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.

    The CESM Enterprise Team manages some of Addepar’s largest and most sophisticated clients, including wirehouses, broker/dealers, banks, private banks, and trust companies. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.

    This role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.

    Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

    The current range for this role is $109,000 - $170,000 + bonus + equity + benefits.

    Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

    What You’ll Do

    • Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day in and day out.
    • Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention.
    • Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate.
    • Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics.
    • Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.
    • Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement.
    • Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients, including but not limited to:
    1. Scoping of new projects that subsequently lead to additional service hours or a service package.
    2. Introducing other Addepar products/partners for cross-selling.
    3. Understanding contractual commitments and opportunities for additional revenue.
    • Partner with the Account Manager to deliver business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.
    • Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement.
    • Build and maintain a high level of client happiness and reference-ability by successfully diagnosing a client's business operations and prescribing appropriate solutions and Services.
    • Share Addepar client success stories as well as client success frameworks and processes.
    • Develop/maintain technical and business knowledge of industry directions and trends.

    Who You Are

    • 10+ years in sales, client-facing, client success, and/or strategy roles working for or with financial or wealth management services firms such as wirehouses, broker/dealers, banks, private banks, bank trusts, or other types of large enterprise or consulting firms; Ideally, also worked with a technical product.
    • Proven record of translating business needs into technical utilization of available product solutions.
    • Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations.
    • Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level.
    • History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent driving organizational change and adoption efforts.
    • Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization.
    • Track record of leading large, sophisticated projects and/or programs, preferably at a large enterprise firm.
    • Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.
    • Strong verbal and written communication skills; Strong time management and prioritization skills.
    • Must be collaborative and work effectively within a team environment and cross-functionally across Addepar.
    • Ability to navigate data and people to find answers.
    • Independent, adaptable, and can thrive in a fast-paced environment.
    • Must be open to travel.
    • The ability to communicate in Spanish, Portuguese, or other languages is a plus.

    Our Values 

    • Act Like an Owner -Think and operate with intention, purpose and care. Own outcomes.
    • Build Together -Collaborate to unlock the best solutions. Deliver lasting value. 
    • Champion Our Clients -Exceed client expectations. Our clients’ success is our success. 
    • Drive Innovation -Be bold and unconstrained in problem solving. Transform the industry. 
    • Embrace Learning -Engage our community to broaden our perspective. Bring a growth mindset. 

    In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

    We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

    PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

    See more jobs at Addepar

    Apply for this job

    +30d

    Client Success Manager - Enterprise

    DailyPay IncRemote, United States
    Salessalesforcec++

    DailyPay Inc is hiring a Remote Client Success Manager - Enterprise

    About Us:

    DailyPay, Inc. is transforming the way people get paid. As the industry’s leading on-demand pay solution, DailyPay uses an award-winning technology platform to help America’s top employers build stronger relationships with their employees. This voluntary employee benefit enables workers everywhere to feel more motivated to work harder and stay longer on the job, while supporting their financial well-being outside of the workplace. DailyPay is headquartered in New York City, with operations in Minneapolis and Belfast. For more information, visit DailyPay's Press Center.

    The Role:

    The Client Success Manager’s responsibilities include developing strong relationships with clients, connecting with key business executives and driving adoption of our product. Client Success Managers present a client first mentality and advocate for our clients to ensure client growth and retention. This role will also identify new business opportunities among existing clients.

    If this opportunity excites you, we encourage you to apply even if you do not meet all of the qualifications.

    How You Will Make an Impact:

    • Lead point of contact for all client account management matters
    • Suggest solutions and innovative ideas to meet client needs
    • Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors
    • Be the leader and orchestrator during customer escalation situations ensuring responsiveness and speedy resolution
    • Build effective business strategy for client’s post launch to enable the long-term retention and growth of the account
    • Collaborate with internal teams to advocate for client’s needs, drive adoption, and provide best in class support
    • Clearly communicate the progress of monthly, quarterly and annual initiatives to internal and external stakeholders

    What You Bring to The Team:

    • Proven work experience of 5+ years as a CSM or Sales
    • Demonstrable ability to communicate, present and influence client C-Level stakeholders
    • Solid experience with Account Management reporting systems, CRM software (e.g. Salesforce or HubSpot), Google Suite, and MS Office (particularly MS Excel)
    • Understanding of sales performance metrics or KPIs
    • Experience delivering client-focused solutions to client needs
    • You have a client first mentality, always
    • Availability to travel as needed

    Nice to Haves:

    • HR/Payroll Experience

    What We Offer:

    • Exceptional health, vision, and dental care
    • Opportunity for equity ownership
    • Life and AD&D, short- and long-term disability
    • Employee Assistance Program
    • Employee Resource Groups
    • Fun company outings and events
    • Unlimited PTO
    • 401K with company match

     

    Pay Transparency.  DailyPay takes a market-based approach to compensation, which may vary depending on your location. United States locations are categorized into three tiers based on a cost of labor index for that geographic area. The salary ranges are listed by geographic tier. Additionally, this role may be eligible for variable incentive compensation and stock options. Where a candidate fits within the compensation range for a role is based on their demonstrated experience, qualifications, skills, and internal equity. 

    New York City
    $80,000$104,000 USD
    Remote, Premium (California, Connecticut, Washington D.C., New Jersey, New York, Massachusetts, Washington)
    $74,000$96,000 USD
    Remote, Standard
    $70,000$91,000 USD

     


    DailyPay is committed to fostering an inclusive, equitable culture of belonging, grounded in empathy and respect, which values openness to opinions, awareness of lived experiences, fair treatment and access for all. We strive to build and develop diverse teams to create an organization where innovation thrives, where the full potential of each person is engaged, and their views, beliefs and values are integrated into our ways of working. 

    We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to peopleops@dailypay.com. All requests for accommodation will be addressed as confidentially as practicable.

    DailyPay is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion or creed, alienage or citizenship status, political affiliation, marital or partnership status, age, national origin, ancestry, physical or mental disability, medical condition, veteran status, gender, gender identity, pregnancy, childbirth (or related medical conditions), sex, sexual orientation, sexual and other reproductive health decisions, genetic disorder, genetic predisposition, carrier status, military status, familial status, or domestic violence victim status and any other basis protected under federal, state, or local laws.

    See more jobs at DailyPay Inc

    Apply for this job

    +30d

    Client Success Manager

    Modern HealthRemote - US
    SalesjiraB2Bsalesforcec++

    Modern Health is hiring a Remote Client Success Manager

    Modern Health 

    Modern Healthis a mental health benefits platform for employers. We are the first global mental health solution to offer employees access to one-on-one, group, and self-serve digital resources for their emotional, professional, social, financial, and physical well-being needs—all within a single platform. Whether someone wants to proactively manage stress or treat depression, Modern Health guides people to the right care at the right time. We empower companies to helpalltheir employees be the best version of themselves, and believe in meeting people wherever they are in their mental health journey.

    We are a female-founded company backed by investors like Kleiner Perkins, Founders Fund, John Doerr, Y Combinator, and Battery Ventures. We partner with 500+ global companies like Lyft, Electronic Arts, Pixar, Clif Bar, Okta, and Udemy that are taking a proactive approach to mental health care for their employees. Modern Health has raised more than $170 million in less than two years with a valuation of $1.17 billion, making Modern Health the fastest entirely female-founded company in the U.S. to reach unicorn status. 

    We tripled our headcount in 2021 and as a hyper-growth company with a fully remote workforce, we prioritize our people-first culture (winning awards including Fortune's Best Workplaces in the Bay Area 2021). To protect our culture and help our team stay connected, we require overlapping hours for everyone. While many roles may function from anywhere in the world—see individual job listing for more—team members who live outside the Pacific time zone must be comfortable working early in the morning or late at night; all full-time employees must work at least six hours between 8 am and 5 pm Pacific time each workday. 

    We are looking for driven, creative, and passionate individuals to join in our mission. An inclusive and diverse culture are key components of mental well-being in the workplace, and that starts with how we build our own team. If you're excited about a role, we'd love to hear from you!

    The Role

    As a Client Success Manager in our Mid Market segment, you own Modern Health’s employer relationships from launch through contract renewal. You are responsible for driving product adoption and engagement and, over time, client retention. You partner closely with senior HR executives and business leaders, serving as a product expert, strategic consultant, and mental health champion. Your partnership with Modern Health’s clients and internal product teams allows us to continually improve the functionality and benefits of the platform. 

    Ideal candidates have prior experience managing large-scale client relationships and are comfortable analyzing data and using it to make strategic and prescriptive recommendations. We’re looking for someone excited to positively impact the lives of millions in a highly visible role. 

    This position is not eligible to be performed in Hawaii.

    What You’ll Do

    • Manage a portfolio of accounts, serving as the face of Modern Health for our customers
    • Build and manage strategic relationships with a broad range of stakeholders, including HR Executives, Benefits Managers, and consultants
    • Align with clients to define and execute a program strategy for Modern Health that integrates within their broader benefit offerings 
    • Partner with clients to meet and exceed their business objectives
    • Convert “model” clients into Modern Health champions, leveraging their success for references and case studies
    • Drive utilization and engagement; ensure clients and their employees are utilizing key product features to maximize success
    • Use account data to understand opportunity/risk
    • Drive meaningful outcomes (e.g. improved wellness outcomes, benefits, retention, and renewals, or product expansion)
    • Collaborate cross-functionally with Product, Operations, Sales, and Clinical Care to advocate for clients and drive the successful adoption of Modern Health
    • Identify, manage, and resolve client risk areas & escalations and proactively develop solutions to avoid churn 
    • Experience working with customers who have employees spread across disparate functions (including warehouse populations)

    Who You Are

    • 4+ years experience managing relationships or selling to HR leaders or clients within the B2B tech and/or employer benefit space 
    • Strong interpersonal, relationship-building, and listening skills
    • An owner in everything you do; you lead with independent thinking and autonomy
    • A proven track record of success with enterprise or mid-market accounts 
    • Experience and comfort using data to share insights and make actionable recommendations  
    • Experience managing client launches, renewals, and upsell
    • Engaging presentation skills, and a desire to lead projects with high visibility
    • Excitement for tackling and building processes around new challenges: you enjoy problem-solving, have keen attention to detail, and are motivated to drive ongoing team improvement
    • The flexibility and agility to work cross-functionally in a fast-paced environment with a sense of urgency and demonstrated initiative and independence
    • A sincere interest in and empathy for your clients and co-workers
    • Experience working in Salesforce, Gainsight, Jira, Google Suite, and Zoom
    • Passion for our mission and understanding of the healthcare/benefits space 
    • Intellectually curious and a fast learner

    Benefits

    Fundamentals:

    • Medical / Dental / Vision / Disability / Life Insurance 
    • High Deductible Health Plan with Health Savings Account (HSA) option
    • Flexible Spending Account (FSA)
    • Access to coaches and therapists through Modern Health's platform
    • Generous Time Off 
    • Company-wide Collective Pause Days 

    Family Support:

    • Parental Leave Policy 
    • Family Forming Benefit through Carrot
    • Family Assistance Benefit through UrbanSitter

    Professional Development:

    • Professional Development Stipend

    Financial Wellness:

    • 401k
    • Financial Planning Benefit through Origin

    But wait there’s more…! 

    • Annual Wellness Stipend to use on items that promote your overall well being 
    • New Hire Stipend to help cover work-from-home setup costs
    • ModSquad Community: Virtual events like active ERGs, holiday themed activities, team-building events and more
    • Monthly Cell Phone Reimbursement

    Equal Pay for Equal Work Act Information

    Please refer to the ranges below to find the starting annual pay range for individuals applying to work remotely from the following locations for this role.


    Compensation for the role will depend on a number of factors, including a candidate’s qualifications, skills, competencies, and experience and may fall outside of the range shown. Ranges are not necessarily indicative of the associated starting pay range in other locations. Full-time employees are also eligible for Modern Health's equity program and incredible benefits package. See our Careers page for more information.

    Depending on the scope of the role, some ranges are indicative of On Target Earnings (OTE) and includes both base pay and commission at 100% achievement of established targets.

    San Francisco Bay Area
    $126,140$175,000 USD
    All Other California Locations
    $126,140$175,000 USD
    Colorado
    $113,526$157,500 USD
    New York City
    $126,140$175,000 USD
    All Other New York Locations
    $113,526$157,500 USD
    Seattle
    $126,140$175,000 USD
    All Other Washington Locations
    $113,526$157,500 USD

    Below, we are asking you to complete identity information for the Equal Employment Opportunity Commission (EEOC). While we are required by law to ask these questions in the format provided by the EEOC, at Modern Health we know that gender is not binary, and we recognize that these categories do not reflect our employees' full range of identities.

    See more jobs at Modern Health

    Apply for this job

    +30d

    Client Success Manager

    AddeparRemote, USA
    Salesc++

    Addepar is hiring a Remote Client Success Manager

    Who We Are

    Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

    *Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and memberFINRA/SIPC.

    The Role

    The Client Engagement & Success Management (CESM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CESM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.

    The CESM Enterprise Team manages some of Addepar’s largest and most sophisticated clients, including wirehouses, broker/dealers, banks, private banks, and trust companies. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.

    This role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.

    Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

    The current range for this role is $67,000 - $105,000 (base salary)  + bonus + equity + benefits. 

    Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

    What You’ll Do

    • Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day-in and day-out.
    • Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention.
    • Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate.
    • Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics.
    • Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.
    • Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement.
    • Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients, including but not limited to:
    1. Scoping of new projects that subsequently lead to additional service hours or a service package.
    2. Introducing other Addepar products/partners for cross-selling.
    3. Understanding contractual commitments and opportunities for additional revenue.
    • Partner with the Account Manager to deliver business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.
    • Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement.
    • Build and maintain a high level of client happiness and reference-ability by successfully diagnosing a client's business operations and prescribing appropriate solutions and Services.
    • Share Addepar client success stories as well as client success frameworks and processes.
    • Develop/maintain technical and business knowledge of industry directions and trends.

    Who You Are

    • 2+ years in client-facing, client success, or strategy roles working for or with financial or wealth management services firms such as wirehouses, broker/dealers, banks, private banks, bank trusts, consulting, or other types of large enterprise firms; Ideally, also worked with a technical product.
    • Proven record of translating business needs into technical utilization of available product solutions.
    • Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations.
    • Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level.
    • History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent driving organizational change and adoption efforts.
    • Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization.
    • Track record of leading large, sophisticated projects and/or programs, preferably at a large enterprise firm.
    • Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.
    • Strong verbal and written communication skills; Strong time management and prioritization skills.
    • Must be collaborative and work effectively within a team environment and cross-functionally across Addepar.
    • Ability to navigate data and people to find answers.
    • Independent, adaptable, and can thrive in a fast-paced environment.
    • Must be open to travel.
    • The ability to communicate in Spanish, Portuguese, or other languages is a plus.

    Our Values 

    • Act Like an Owner -Think and operate with intention, purpose and care. Own outcomes.
    • Build Together -Collaborate to unlock the best solutions. Deliver lasting value. 
    • Champion Our Clients -Exceed client expectations. Our clients’ success is our success. 
    • Drive Innovation -Be bold and unconstrained in problem solving. Transform the industry. 
    • Embrace Learning -Engage our community to broaden our perspective. Bring a growth mindset. 

    In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

    To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

    We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

    PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

    See more jobs at Addepar

    Apply for this job

    +30d

    Client Success Manager

    VanOnGoBucurești, Romania, Remote
    Bachelor's degree

    VanOnGo is hiring a Remote Client Success Manager

    Job Description

    We are looking for an experienced Client Success Manager to join the VanOnGo team! 

    As a Client Success Manager you will play a crucial role in ensuring the success of our clients by managing their experience with our last-mile logistics platform. You will also be responsibile for fleet management to enhance the overall efficiency and performance of the delivery process. This role requires a combination of excellent customer relationship skills, technical proficiency, and a deep understanding of logistics operations. 

    Responsibilities:  

    • Build and maintain strong, long-lasting relationships with key clients to understand their business needs, goals and challenges.  
    • Act as the main point of contact for clients, addressing inquiries and providing timely support. 
    • Build trusted network of logistics partners and couriers 
    • Onboard new logistics partners and couriers 
    • Conduct onboarding sessions to familiarize clients with our fleet management solutions. 
    • Provide training sessions to ensure clients maximize the potential of our technology. 
    • Collaborate with internal teams to resolve technical or operational challenges. 
    • Analyze key performance indicators to measure the success of fleet operations. 
    • Generate regular reports for clients, highlighting achievements and recommending improvements. 
    • Provide feedback to internal teams for product enhancements and improvements. 

    Qualifications

    • Proven experience in customer success management, preferably in a technology, logistics or fleet management industry.  
    • Knowledge of the Romanian last mail delivery market will be a big plus.  
    • Familiarity with fleet management software and tools.  
    • Strong analytical and problem-solving skills.  
    • Excellent communication and interpersonal abilities.  
    • Ability to work collaboratively in a cross-functional team environment.  
    • Proactive attitude and a commitment to delivering exceptional customer service.  
    • Bachelor's degree in Business, Logistics, or a related field.  
    • Language skills - English, Romanian (Russian will be a plus) 
    • The candidate must live in Bucharest and have a car. 

    See more jobs at VanOnGo

    Apply for this job

    +30d

    Senior Manager, Client Success (Enterprise)

    Modern HealthRemote - US
    Salessalesforceslack

    Modern Health is hiring a Remote Senior Manager, Client Success (Enterprise)

    Modern Health 

    Modern Healthis a mental health benefits platform for employers. We are the first global mental health solution to offer employees access to one-on-one, group, and self-serve digital resources for their emotional, professional, social, financial, and physical well-being needs—all within a single platform. Whether someone wants to proactively manage stress or treat depression, Modern Health guides people to the right care at the right time. We empower companies to helpalltheir employees be the best version of themselves, and believe in meeting people wherever they are in their mental health journey.

    We are a female-founded company backed by investors like Kleiner Perkins, Founders Fund, John Doerr, Y Combinator, and Battery Ventures. We partner with 500+ global companies like Lyft, Electronic Arts, Pixar, Clif Bar, Okta, and Udemy that are taking a proactive approach to mental health care for their employees. Modern Health has raised more than $170 million in less than two years with a valuation of $1.17 billion, making Modern Health the fastest entirely female-founded company in the U.S. to reach unicorn status. 

    We tripled our headcount in 2021 and as a hyper-growth company with a fully remote workforce, we prioritize our people-first culture (winning awards including Fortune's Best Workplaces in the Bay Area 2021). To protect our culture and help our team stay connected, we require overlapping hours for everyone. While many roles may function from anywhere in the world—see individual job listing for more—team members who live outside the Pacific time zone must be comfortable working early in the morning or late at night; all full-time employees must work at least six hours between 8 am and 5 pm Pacific time each workday. 

    We are looking for driven, creative, and passionate individuals to join in our mission. An inclusive and diverse culture are key components of mental well-being in the workplace, and that starts with how we build our own team. If you're excited about a role, we'd love to hear from you!

    The Role

    We're looking for a customer-centric Senior Manager to lead and manage a team of top performing Enterprise Client Success Managers. Our Enterprise Client Success team has a portfolio of both enterprise and strategic customers. 

    This role reports to the Senior Director of Client Success and should be based in the east coast. In this role, you will operate with a high level of ambiguity in a fast-paced environment, navigating change as the business evolves with each new iteration of this growing product offering. You will be an important player in setting the tone for the Client Success function to ensure that Modern Health can effectively support our customers and maximize engagement through our product offerings. This is a highly visible role that requires comfort in reporting to senior leadership on key business objectives and outlining requirements/needs to achieve these, while also working with cross-functional leaders across Modern Health to ensure success. If you’re excited to positively impact the lives of millions - join us!

    This position is not eligible to be performed in Hawaii.

    What You’ll Do

    • Lead and develop a team of high performing Enterprise Client Success Managers
    • Deliver high quality customer experience to new and existing customers
    • Build a creative and innovative culture
    • Own your team's metrics and drive the plan to attain and exceed them
    • Determine renewal strategy including forecasting for your entire BoB
    • Act as an escalation point for your teammates and customers
    • Build strategic relationships with CXOs and other decision makers and position yourself as a trusted advisor to customers
    • Maximize employee engagement and skills development
    • Improve platform and services adoption rates and minimize customer and revenue churn
    • Demonstrate business outcomes and ROI for our customers and their stakeholders 
    • Work cross-functionally with key stakeholders in Sales, Product, Marketing, and Operations 
    • Share trends and best practices throughout the organization
    • Identify and take action on bottlenecks and areas of improvement within customer success teams
    • Ensure Modern Health values are built deep into your team

    Who You Are

    • 8+ years of experience working in Customer Success related role, preferably at a SaaS company
    • 5+ years management experience owning both individual and shared goals
    • Previous healthcare experience is preferred
    • Experience in a commercial account management or quota carrying role
    • High EQ and natural interpersonal skills. A connector and expert communicator who will ‘close the distance’ between Customer Success, our customers, and internal stakeholders
    • You pride yourself on your ability to lead and motivate a team. Coaching others and seeing them achieve their goals gives you energy.
    • Proven track record of leading initiatives, working cross-functionally to achieve goals, and succeeding in a team environment
    • Strong project management skills and ability to run multiple projects simultaneously
    • Experience with large businesses and/or tech preferred
    • High-growth or early-stage startup experience is a plus
    • Experience using Salesforce, Gainsight, Looker, Google suite and Slack for business purposes

    Benefits

    Fundamentals:

    • Medical / Dental / Vision / Disability / Life Insurance 
    • High Deductible Health Plan with Health Savings Account (HSA) option
    • Flexible Spending Account (FSA)
    • Access to coaches and therapists through Modern Health's platform
    • Generous Time Off 
    • Company-wide Collective Pause Days 

    Family Support:

    • Parental Leave Policy 
    • Family Forming Benefit through Carrot
    • Family Assistance Benefit through UrbanSitter

    Professional Development:

    • Professional Development Stipend

    Financial Wellness:

    • 401k
    • Financial Planning Benefit through Origin

    But wait there’s more…! 

    • Annual Wellness Stipend to use on items that promote your overall well being 
    • New Hire Stipend to help cover work-from-home setup costs
    • ModSquad Community: Virtual events like active ERGs, holiday themed activities, team-building events and more
    • Monthly Cell Phone Reimbursement

    Equal Pay for Equal Work Act Information

    Please refer to the ranges below to find the starting annual pay range for individuals applying to work remotely from the following locations for this role.


    Compensation for the role will depend on a number of factors, including a candidate’s qualifications, skills, competencies, and experience and may fall outside of the range shown. Ranges are not necessarily indicative of the associated starting pay range in other locations. Full-time employees are also eligible for Modern Health's equity program and incredible benefits package. See our Careers page for more information.

    Depending on the scope of the role, some ranges are indicative of On Target Earnings (OTE) and includes both base pay and commission at 100% achievement of established targets.

    San Francisco Bay Area
    $182,200$214,300 USD
    All Other California Locations
    $182,200$214,300 USD
    Colorado
    $163,980$192,870 USD
    New York City
    $182,200$214,300 USD
    All Other New York Locations
    $163,980$192,870 USD
    Seattle
    $182,200$214,300 USD
    All Other Washington Locations
    $163,980$192,870 USD

    Below, we are asking you to complete identity information for the Equal Employment Opportunity Commission (EEOC). While we are required by law to ask these questions in the format provided by the EEOC, at Modern Health we know that gender is not binary, and we recognize that these categories do not reflect our employees' full range of identities.

    See more jobs at Modern Health

    Apply for this job

    +30d

    Client Success Manager

    CareRevRemote- United States
    SalesAbility to travelsalesforceswiftc++

    CareRev is hiring a Remote Client Success Manager

    CareRev is a technology platform empowering healthcare professionals to take control of their careers. CareRev provides a direct line between healthcare facilities and local clinical talent, cutting out the middleman and enabling professionals to work where and when they want. Together, we’re building the local, resilient, flexible healthcare workforce of the future. CareRev serves over 32 major metropolitan areas nationwide at over 70 hospitals and health systems, and over 540 outpatient centers and skilled nursing facilities. More than 22,000 clinical professionals (and growing!) are included in CareRev’s network. For more information, visit www.carerev.com or follow us on LinkedIn.

    Client Success Manager is a key role at CareRev, responsible for the day-to-day management and growth of assigned essential accounts within the healthcare sector. The Client Success Manager functions as the primary orchestrator for each account, focusing on opportunities for growth, expansion and optimizing the client's workforce through CareRev's technology.

    The mission is to execute the strategic vision set by the Value Realization Plan, ensuring client loyalty, revenue growth, and CareRev's reputation as a trusted partner in healthcare workforce solutions.

    What You’ll Do:

    Strategic Client Management:

    • Execute the Value Realization Plans (VRP) that align with assigned clients objectives
    • Continually adjust account strategy to help client attain goals - create, own and execute Client Success Plans (CSP)
    • Foster and nurture relationships with assigned accounts, ensuring their needs are met and expectations exceeded
    • Regularly review client feedback, ensure concerns are addressed promptly, and uncover optimization and expansion opportunities

    Cross-Functional Collaboration:

    • Build and foster interdepartmental relationships to support a Client-Centric POD
    • Work closely with all Client Enablement Leaders, within the POD, to provide seamless client experiences: 
      • Service Delivery Manager to support all service delivery functions, internal POD metrics, processes and workflows within the POD
      • Client Experience Lead to support resolution of client requests, product adoption and client relationships at the facility operator level
      • WorkForce Consultant to support clinical relationships, professional feedback, facility best practices, industry solutioning and product enhancements
      • Professional Funnel Lead to support professional pool and client demands
      • Professional Services to support recruiting, professional experiences and client experiences
    • Partner with Marketing to help facilitate client engagement for white papers, case studies, webinars, conferences, podcasts, etc 
    • Partner with Sales to drive growth, expansion, and/or new business

    Technology Integration:

    • Monitor the effectiveness of CareRev's solutions integrations and continue to identify areas of opportunities 
    • Educate clients on new features, services, and industry best practices, positioning yourself as a trusted advisor 
    • Offer and organize on-going training sessions and support as defined by the service organization to increase technology adoption rates among clients
    • Quarterly provide client with CareRev’s Product updates and road map

    Client Engagement & Growth:

    • Conduct Quarterly Business Reviews (QBRs) and/or Yearly Business Reviews (YBRs) 
    • Collaborate with clients to set mutual goals, track progress, and ensure that CareRev's solutions align with their strategic objectives
    • Provide monthly progress reports and analysis to help clients move toward optimization and growth

    Operational Excellence:

    • Leverage Business Intelligence data to identify areas of improvement and optimization
    • Support streamlining the client onboarding process with clear documentation, communication, training, and engaging the appropriate support channels

    Feedback Loop:

    • Maintain an open channel for client feedback, prioritize based on impact, and ensure implementation by the appropriate CareRev department
    • Partner with the Product Development team, Technical Delivery Lead and WorkForce Consulting Lead to communicate and document enhancements based on client needs
    • Escalate client risks and potential utilization changes to Sr. Director of Client Success and VP of Client Success for company wide awareness and enable swift response

    Financial Oversight and Contract Negotiation:

    • Track year-over-year growth by account and ensure that revenue, margin and technology integration targets are met or exceeded
    • Lead conversations internally and with clients to negotiate and renew contracts to secure continued client commitments
    • Lead conversations internally and with clients to negotiate contract amendments
    • Utilize Market Rate data to guide rate negotiation discussions

    Market Insight & Thought Leadership:

    • Utilize internally captured research data to drive future revenue within your accounts 
    • Stay abreast of healthcare trends, regulations, and challenges engaging in ongoing professional development

    Networking & Relationship Expansion:

    • Engage in regular networking events, conferences, and introductions within client organizations
    • Build relationships with multiple stakeholders within the client organization, not just the primary contact

    Accountability & Reporting:

    • Communicate progress weekly on owned initiatives, provide recommendations to manage peak workloads
    • Regularly update and review Account/Client Success Plans with POD leaders to ensure alignment and progress
    • Ensure that all Client activity and updates are updated in SalesForce weekly (minimum)

    Key Deliverables:

    • Continued growth of the VRP supported by Sr. Director of Client Success
    • Developed and regularly updated Client Success Plan
    • Net Revenue achieved per account/book of business
    • QBRs/YBRs
    • Bi-weekly/monthly account status calls with supporting reports/metrics
    • NPScore
    • SF transactions
    • Forecasting - by account, by specialty

    What We’re Looking For:  

    • Bachelor’s degree or equivalent professional experience
    • 3+ years in relationship management roles within healthcare (consulting, account management, etc.)
    • Experience in covering SaaS products and supporting customers
    • Proven track record generating trust among healthcare clinical leadership and staffing team management
    • Proven success in developing relationships with essential leaders/executives
    • Proven success in growing business in existing accounts; upselling, cross-selling
    • Customer Relationship Management (CRM) required (Salesforce preferred)
    • Ability to travel 20% - 30% of the time to hospital facilities

    The anticipated salary range for this position is $57,906.00 - $104,415.00. Equity, bonus or commission and benefits may also be provided as part of the total compensation package, depending on the position offered. If given an offer, the exact salary amount offered will ultimately depend on multiple factors, which may include the successful candidate's skills, experience, education and other qualifications as well as the candidate's location of residence.

    Reasons to Consider Us:

    • Fully remote company with flexibility to work from anywhere in the US
    • Comprehensive medical, dental, and vision benefits
    • Supplemental health benefits
    • Self-managed PTO
    • Generous paid holidays, including a winter break between Christmas Eve and New Year's Day
    • Company-wide Summer Fridays: rotation of monthly afternoons off in the summer
    • Paid parental leave
    • Short-term disability 100% covered by CareRev and voluntary long-term disability
    • Life insurance covered by CareRev
    • 401k plans with company matching
    • Competitive Stock Options
    • Learning reimbursement program
    • Monthly work-from-home stipend
    • Home office set-up equipment stipend
    • Pet Insurance
    • Work perks discount program

    Physical Requirements: 

    • Prolonged periods of sitting and/or standing at a desk
    • Prolonged periods of working on a computer
    • Repeating motions that may include the wrists, hands, and/or fingers
    • Ability to lift up to 15 pounds of work equipment
    • Ability to set up home office to include desk and chair

    CareRev is committed to the full inclusion of all qualified individuals. In keeping with our commitment, we will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please discuss with your Recruiter.

    We are an equal opportunity employer and will not discriminate against any employee or applicant for employment in an unlawful manner. We celebrate diversity and are committed to creating an inclusive environment for all individuals. CareRev treats all employees and job applicants based on merit, qualifications, and competence without regard to any qualified individuals' sex, race, color, religion, national origin, ancestry, gender (including pregnancy, breastfeeding, or related medical condition), sexual orientation, gender identity, gender expression, age, physical or mental disability, medical condition, genetic characteristic or information, marital status, military, and veteran status, or any other characteristic protected by state or federal law. CareRev also considers qualified applicants with criminal histories consistent with applicable local, state, and federal law.

    See more jobs at CareRev

    Apply for this job

    +30d

    Enterprise Client Success Manager

    Modern HealthRemote - East
    SalesB2Bsalesforcec++

    Modern Health is hiring a Remote Enterprise Client Success Manager

    Modern Health 

    Modern Healthis a mental health benefits platform for employers. We are the first global mental health solution to offer employees access to one-on-one, group, and self-serve digital resources for their emotional, professional, social, financial, and physical well-being needs—all within a single platform. Whether someone wants to proactively manage stress or treat depression, Modern Health guides people to the right care at the right time. We empower companies to helpalltheir employees be the best version of themselves, and believe in meeting people wherever they are in their mental health journey.

    We are a female-founded company backed by investors like Kleiner Perkins, Founders Fund, John Doerr, Y Combinator, and Battery Ventures. We partner with 500+ global companies like Lyft, Electronic Arts, Pixar, Clif Bar, Okta, and Udemy that are taking a proactive approach to mental health care for their employees. Modern Health has raised more than $170 million in less than two years with a valuation of $1.17 billion, making Modern Health the fastest entirely female-founded company in the U.S. to reach unicorn status. 

    We tripled our headcount in 2021 and as a hyper-growth company with a fully remote workforce, we prioritize our people-first culture (winning awards including Fortune's Best Workplaces in the Bay Area 2021). To protect our culture and help our team stay connected, we require overlapping hours for everyone. While many roles may function from anywhere in the world—see individual job listing for more—team members who live outside the Pacific time zone must be comfortable working early in the morning or late at night; all full-time employees must work at least six hours between 8 am and 5 pm Pacific time each workday. 

    We are looking for driven, creative, and passionate individuals to join in our mission. An inclusive and diverse culture are key components of mental well-being in the workplace, and that starts with how we build our own team. If you're excited about a role, we'd love to hear from you!

    The Role

    As a Client Success Manager in our Enterprise segment, you own Modern Health’s employer relationships from launch through contract renewal. You are responsible for driving product adoption and engagement and, over time, client retention. You partner closely with senior HR executives and business leaders, serving as a product expert, strategic consultant, and mental health champion. Your partnership with Modern Health’s clients and internal product teams allows us to continually improve the functionality and benefits of the platform. 

    Ideal candidates have prior experience managing large-scale client relationships and are comfortable analyzing data and using it to make strategic and prescriptive recommendations. We’re looking for someone excited to positively impact the lives of millions in a highly visible role. 

    We’re only considering candidates in the Eastern time zone for this role. This position is not eligible to be performed in Hawaii.

    What You’ll Do

    • Manage a portfolio of accounts, serving as the face of Modern Health for our customers
    • Build and manage strategic relationships with a broad range of stakeholders, including HR Executives, Benefits Managers, and consultants
    • Align with clients to define and execute a program strategy for Modern Health that integrates within their broader benefit offerings 
    • Partner with clients to meet and exceed their business objectives
    • Convert “model” clients into Modern Health champions, leveraging their success for references and case studies
    • Drive utilization and engagement; ensure clients and their employees are utilizing key product features to maximize success
    • Use account data to understand opportunity/risk
    • Drive meaningful outcomes (e.g. improved wellness outcomes, benefits, retention, and renewals, or product expansion)
    • Collaborate cross-functionally with Product, Operations, Sales, and Clinical Care to advocate for clients and drive the successful adoption of Modern Health
    • Identify, manage, and resolve client risk areas & escalations and proactively develop solutions to avoid churn 
    • Experience working with customers who have employees spread across disparate functions (including warehouse populations)

    Who You Are

    • 4+ years experience managing relationships or selling to HR leaders or clients within the B2B tech and/or employer benefit space 
    • Strong interpersonal, relationship-building, and listening skills
    • An owner in everything you do; you lead with independent thinking and autonomy
    • A proven track record of success with enterprise or mid-market accounts 
    • Experience and comfort using data to share insights and make actionable recommendations  
    • Experience managing client launches, renewals, and upsell
    • Engaging presentation skills, and a desire to lead projects with high visibility
    • Excitement for tackling and building processes around new challenges: you enjoy problem-solving, have keen attention to detail, and are motivated to drive ongoing team improvement
    • The flexibility and agility to work cross-functionally in a fast-paced environment with a sense of urgency and demonstrated initiative and independence
    • A sincere interest in and empathy for your clients and co-workers
    • Experience working in Salesforce, Gainsight, Jira, Google Suite, and Zoom
    • Passion for our mission and understanding of the healthcare/benefits space 
    • Intellectually curious and a fast learner

    Benefits

    Fundamentals:

    • Medical / Dental / Vision / Disability / Life Insurance 
    • High Deductible Health Plan with Health Savings Account (HSA) option
    • Flexible Spending Account (FSA)
    • Access to coaches and therapists through Modern Health's platform
    • Generous Time Off 
    • Company-wide Collective Pause Days 

    Family Support:

    • Parental Leave Policy 
    • Family Forming Benefit through Carrot
    • Family Assistance Benefit through UrbanSitter

    Professional Development:

    • Professional Development Stipend

    Financial Wellness:

    • 401k
    • Financial Planning Benefit through Origin

    But wait there’s more…! 

    • Annual Wellness Stipend to use on items that promote your overall well being 
    • New Hire Stipend to help cover work-from-home setup costs
    • ModSquad Community: Virtual events like active ERGs, holiday themed activities, team-building events and more
    • Monthly Cell Phone Reimbursement

    Equal Pay for Equal Work Act Information

    Please refer to the ranges below to find the starting annual pay range for individuals applying to work remotely from the following locations for this role.


    Compensation for the role will depend on a number of factors, including a candidate’s qualifications, skills, competencies, and experience and may fall outside of the range shown. Ranges are not necessarily indicative of the associated starting pay range in other locations. Full-time employees are also eligible for Modern Health's equity program and incredible benefits package. See our Careers page for more information.

    Depending on the scope of the role, some ranges are indicative of On Target Earnings (OTE) and includes both base pay and commission at 100% achievement of established targets.

    San Francisco Bay Area
    $126,140$175,000 USD
    All Other California Locations
    $126,140$175,000 USD
    Colorado
    $113,526$157,500 USD
    New York City
    $126,140$175,000 USD
    All Other New York Locations
    $113,526$157,500 USD
    Seattle
    $126,140$175,000 USD
    All Other Washington Locations
    $113,526$157,500 USD

    Below, we are asking you to complete identity information for the Equal Employment Opportunity Commission (EEOC). While we are required by law to ask these questions in the format provided by the EEOC, at Modern Health we know that gender is not binary, and we recognize that these categories do not reflect our employees' full range of identities.

    See more jobs at Modern Health

    Apply for this job