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Regardless of your business type or industry, a well-thought-out and structured clientonboarding process is the secret to long-term customer retention. It’s where the rubber meets the road, and the initial relationship you’ve built with your customer before their purchase is put to the test.
The band members face the audience, delivering an experience that creates loyal fans—similar to how your customersuccessmanagers (CSMs) work with your customers one-on-one. Customersuccess operations (CS Ops) is the behind-the-scenes crew that helps customersuccessmanagers excel at their jobs.
It involves providing value, reinforcing the purchase decision, and guiding the customer towards maximizing product benefits. Onboarding can take various forms, from live interactions to digital communication, but the goal remains the same: ensuring customersuccess.
In one of DoubleCheck’s recent new win/loss program clientonboarding sessions with a midsize enterprise software vendor, the CMO stated, “We felt like the pre-sales support we received wasn’t great, so we didn’t think the solution was worth the extra price.” . 6 Single Customer View Benefits. No more data duplication.
Role: CustomerSuccess Director Location: Austin, TX, US (On-site) Organization: Cognite As a CustomerSuccess Director, you will be responsible for managing the relationship with Cognite customers. Execute consulting projects with customers. Translate customer feedback into product requirements.
Role: CustomerSuccessManager Location: Berlin, Germany (Remote) Organization: Canonical As a CustomerSuccessManager, you’ll familiarise new Canonical customers to our products and customer support procedures. Aid sales in spotting expansion possibilities or renewal threats.
Role: Director, CustomerSuccess Location: Remote, United States Organization: Bidgely As a Director of CustomerSuccess, you will be acquiring a deep understanding of the energy market and how Bidgely can play a disruptive role in creating a more energy-efficient future. Manage and triage shared inboxes.
Role: VP of CustomerSuccess Location: Remote, Boston, MA, US Organization: Eleanor Health As a VP of CustomerSuccess, you will lead, mentor and motivate a team of customersuccess professionals. Understand and capture your customers’ challenges and objectives, and position potential solutions.
Role: VP of CustomerSuccess, Americas. As a VP of CustomerSuccess, you will be responsible for a rapidly growing CustomerSuccess team of 45+. Improve customer retention metrics (adoption, retention, engagement). Role: Head of CustomerSuccess. Role: Senior CustomerSuccessManager.
Role: VP, CustomerSuccess Location: New York, NY, US (On-site) Organization: Dandy As a VP of CustomerSuccess, you will manage a team of Customer Pods with CSMs tasked to drive material growth in a book of business of 200-300 dental practices. Lead, grow and energize the CustomerSuccess team.
Role: Director of CustomerSuccess Location: Remote, United States Organization: Nearpod As a Director of CustomerSuccess, you will successfully lead, manage, and mentor School Team Managers who lead CustomerSuccessManagers.
Represents ClientSuccess within the organization as warranted via meetings, committees, councils, and workstreams. Drive customer advocacy in the form of case studies, testimonials, and referrals. Clientonboarding and take-up of the Onfido service working alongside Client and Onfido representatives.
Role: CustomerSuccess Specialist Location: Irving, TX, United States (Hybrid) Organization: Injala As a CustomerSuccess Specialist, you will examine client Requests (problems with the system and requests for enhancements) to determine both severity and priority. Apply here: [link]. Apply here: [link].
Role: Director – CustomerSuccess Location: Morrisville, NC, United States Organization: Lenovo As a Director – CustomerSuccess, you will manage and grow a global CustomerSuccess organization. Manage complex, cross-functional customer implementations for new product deployments.
Role: Director, CustomerSuccess Location: Remote, Atlanta, GA, US Organization: Everstream Analytics As a Director of CustomerSuccess, you will hire, develop and lead a world-class enterprise customersuccess team. Establish executive-level customer relationships with the most strategic customers.
Role: Vice President CustomerSuccess – AI Software Location: New York, NY, US (On-site) Organization: BD Strategy Partners As a Vice President of CustomerSuccess, you will evaluate and where appropriate, implement improvements to CS/AM workflow processes. Coach and develop team members with a hands-on approach.
Role: Head of CustomerSuccess Location: San Francisco, CA, US Organization: Tread As a Head of CustomerSuccess, you will be leading a team of CustomerSuccess individuals. Setting CustomerSuccess strategy and defining OKRs. Representing the voice of the customer in all of the interactions.
Role: CustomerSuccess Assistant Location: London, Ontario, Canada (Remote) Organization: Lumos Stratgy As a CustomerSuccess Assistant, you’ll serve as our customers’ main point of contact, responding quickly and kindly to emails, chats, and phone conversations.
Role: Vice President of CustomerSuccess Location: San Francisco Bay Area, US (On-site) Organization: Arable As a Vice President of CustomerSuccess, you will develop the strategy to drive customer value realization and retention on Arable’s solutions, across priority regions and customer segments.
Role: CustomerSuccessManager Location: Berlin, Germany (Hybrid) Organization: Ultimate As a CustomerSuccessManager you’ll assist 15-20 mid-market customers as their main point of contact during the installation and growth phases of their automation journey.
Lead pitches to cross-sell and upsell new channels and features that meet client needs to achieve client KPIs. Oversee clientonboarding and implementation process including product, channel and partner activation, campaign launches and ad-hoc projects.
Lead pitches to cross-sell and upsell new channels and features that meet client needs to achieve client KPIs. Oversee clientonboarding and implementation process including product, channel and partner activation, campaign launches and ad-hoc projects. Data Focus – analyzing and continuously improving how we work.
Role: CustomerSuccess Lead Location: Remote, Canada Organization: Testimonial Hero As a CustomerSuccess Lead, you will be developing and managing value-based relationships with the highest-value accounts with a focus on agreement completion and retention. Apply here: [link]. Apply here: [link].
Role: CustomerSuccess Specialist Location: United States (Remote) Organization: SwiftComply As a CustomerSuccess Specialist, you’ll respond to incoming emails, phone calls, and video requests from more than 400 government agencies and their service suppliers in a courteous, timely, and individualised manner.
Clientonboarding is the phase when you start building a relationship with your client. It is the time when you get a chance to create a positive perception about your company in your customer’s mind. As a customersuccessmanager, your main responsibility is to retain the customer for long-term.
Clientonboarding is the phase when you start building a relationship with your client. It is the time when you get a chance to create a positive perception about your company in your customer’s mind. As a customersuccessmanager, your main responsibility is to retain the customer for long-term.
Getting started with a client in the right way is most important in building a long lasting relationship with clients. That’s why a clientonboarding checklist is mandatory for you to cover every aspect of onboarding with your clients. So, let’s get started with the clientonboarding checklist.
Role: CustomerSuccessManager Location: Berlin, Germany (Hybrid) Organization: Ultimate As a CustomerSuccessManager you’ll assist 15-20 mid-market customers as their main point of contact during the installation and growth phases of their automation journey.
As a seasoned professional in the realm of CustomerSuccess , I’ve witnessed firsthand the intricate dance of clientonboarding. Crafting an effective ClientOnboarding Playbook is an art, but it’s not immune to pitfalls. Too often, organizations forget the crucial element of client involvement.
Role: Enterprise, CustomerSuccess Director Location: Santa Barbara, CA, US Organization: Impact As an Enterprise CustomerSuccess Director, you will be delivering world-class support to the top clients. Oversees proactive engagement with clients to build value and ensure a long-term partnership.
This helps sales management & operations plan where salespeople need to be assigned. Account retention and growth – It’s more than just building a relationship with customers. Post kickoff, the implementation team assists our customers’ Operations team in implementing InsideView’s solutions.
Most of the SaaS businesses now realize the value of having a well-equipped customersuccessmanager and team to root the evolving success of their company. Satisfied clients are beaming with renewals and expanding the base, ensuring steady growth in the financial facets. Let’s go now. Responsibilities of a CSM.
Role: CustomerSuccessManager Location: American Fork, Utah, US Organization: Domo, Inc. As a CustomerSuccessManager, you will have to understand the overall vision of the company and help stakeholders achieve business success through the Domo platform. Drive CustomerSuccess, retention and growth.
Role: Associate Director, CustomerSuccess Location: Remote, United States Organization: AKASA As an Associate Director of CustomerSuccess, you will demonstrate revenue cycle expertise by conducting customeronboarding and implementation activities such as process mapping or workflow review.
Role: VP of CustomerSuccess Location: New York, NY, US Organization: Narmi As a VP of CustomerSuccess, you will grow and build a product-led CustomerSuccess organization to ensure scalability as Narmi onboards dozens of new customers over the next few years.
Role: VP, CustomerSuccess Location: New York City, NY, US Organization: Urbint As a VP of CustomerSuccess, you will drive strategy and alignment of customersuccess and transformational impacts through the adoption of innovative offers combined with market-leading cloud solutions that accelerate business value for the customers.
Drive value through customer retention, low levels of churn, and take a proactive approach to scaling the CustomerSuccess and Implementation organization. Assist in clientonboarding as necessary and proactively work to improve our processes and protocol to eliminate inefficiencies and improve the overall customer experience.
Role: CustomerSuccess Director Location: Short Hills, NJ, US Organization: Dun & Bradstreet As a CustomerSuccess Director, your primary focus will be to manage ongoing contractual relationships and the operational delivery of services to clients. Oversee clientonboarding of all new clients.
Defining and optimizing the clientonboarding lifecycle based on client segmentation. Influencing future lifetime value through higher product adoption, client satisfaction, and overall health scores. Support the CS Team in developing scalable and effective processes for ongoing management of many complex accounts.
Role: Director of CustomerSuccess Location: Tampa, FL, US Organization: Vector Solutions As a Director of CustomerSuccess, you will drive the service strategy and accountable for performance and customer satisfaction. Develop and implement effective strategies for ensuring client engagement and adoption.
Role: VP CustomerSuccess Location: Salt Lake City, UT, US Organization: NICE inContact As a VP of CustomerSuccess, you will be a senior leader in the matrix organization of Technical Success, working with Professional Services, Technical Support, and other customer-facing teams to ensure customer outcomes.
Role: Director, CustomerSuccess Location: Austin, TX, US Organization: StitcherAds As a Director of CustomerSuccess, you will build customersuccess processes & lead/manage/mentor a growing team of CSMs. Manage and foster relationships with publisher account teams.
There are several types of support tools available, and each is designed with specific features and capabilities that can help to maximize customer satisfaction and drive sales. Most support software relies on a ticketing system, which allows customers to open and track tickets online or via email. Enterprise pricing available.
An onboarding specialist is one who makes sure the customer has the first moment of success with the product or service. A specialist who will take the customer from the signup to the ‘first success’ is an onboarding specialist. Need for a CustomerOnboarding Specialist. Product Knowledge.
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