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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 customersuccess managers (CSMs) work with your customers one-on-one. Customersuccess operations (CS Ops) is the behind-the-scenes crew that helps customersuccess managers excel at their jobs.
SCVs allow cross-functional teams and organizations to use aggregated data to drive higher value business outcomes and provide high-quality customer experiences. Single customer views are imperative for organizations looking to maintain a competitive edge and provide superior customer experiences.
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: 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: VP of CustomerSuccess, Americas. Organization: Miro. 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: Director, ClientSuccess – Remote Location: Remote, United States Organization: Press Ganey As a Director, ClientSuccess, you will implement and execute on ClientSuccess strategy, ensuring efficient and effective processes, programs, and work efforts.
Role: CustomerSuccess Manager Location: Berlin, Germany (Remote) Organization: Canonical As a CustomerSuccess Manager, you’ll familiarise new Canonical customers to our products and customer support procedures. Work closely with clients to comprehend their strategic objectives and other KPIs.
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. Focus on renewal and retention.
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. Attend client meetings as needed.
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. Manage a team of CustomerSuccess Managers, enabling them to grow and achieve their targets.
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 – CustomerSuccess Location: Morrisville, NC, United States Organization: Lenovo As a Director – CustomerSuccess, you will manage and grow a global CustomerSuccessorganization. Apply here: [link]. Apply here: [link]. Apply here: [link]. Apply here: [link].
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. Develop key relationships with subscribers.
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: 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: 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 CustomerSuccess Managers. Maximize renewal rates and recurring revenue; ensure customer growth.
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. Lead by example and with enthusiasm and compassion.
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. Process milestones for the customers and employees to work toward.
Role: Director, ClientSuccess Location: Remote, United States Organization: MediaMath As a Director of ClientSuccess, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Data Focus – analyzing and continuously improving how we work.
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.
Role: CustomerSuccess Manager Location: Berlin, Germany (Hybrid) Organization: Ultimate As a CustomerSuccess Manager you’ll assist 15-20 mid-market customers as their main point of contact during the installation and growth phases of their automation journey.
Role: Director, ClientSuccess Location: Remote, United States Organization: MediaMath As a Director of ClientSuccess, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Apply here: [link].
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. There are chances that you have created a flawless product but your new client doesn’t know about it yet.
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. There are chances that you have created a flawless product but your new client doesn’t know about it yet.
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.
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: CustomerSuccess Manager Location: Berlin, Germany (Hybrid) Organization: Ultimate As a CustomerSuccess Manager you’ll assist 15-20 mid-market customers as their main point of contact during the installation and growth phases of their automation journey.
In this series, we ask Sales Tech Executives to describe how their solution can change a sales organization in a significant way. Nancy: What are the top 3 ways your solution changes the game for a sales organization? Account retention and growth – It’s more than just building a relationship with customers.
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. Partner with the Sales organization to uncover and capitalize on upsell and expansion opportunities.
Role: CustomerSuccess Manager Location: American Fork, Utah, US Organization: Domo, Inc. As a CustomerSuccess Manager, 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 CustomerSuccessorganization 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. Ensure escalated customer issues are responded to with speed and urgency, coordinating resources across the company where needed.
Defining and optimizing the clientonboarding lifecycle based on client segmentation. Influencing future lifetime value through higher product adoption, client satisfaction, and overall health scores. Helping drive new business growth through greater client advocacy and referrals.
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.
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. Solve client challenges by working in partnership with clients and presenting solutions.
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.
Understand the customer’s business, define success criteria, and build plans to exceed expectations. Lead the pod activities to reach a successfulclientonboarding and drive added value throughout the customer journey. Support other CSMs in pursuit of the overall success of Go1.
On top of that, most of these platforms are equipped with analytics and tracking tools that allow organizations to gain valuable insights into customer behavior and use that information to streamline future support operations or better clientonboarding. Cost: From $49/month to $99/month per user. Ease of use: 9.1/10
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