Integrated Architecture + Construction
Client Success Manager
Location
Texas
Posted
94 days ago
Salary
$50K - $100K / year
Seniority
Senior
Job Description
Client Success Manager
Yellowstone
• Client onboarding and activation • Run onboarding as the first post-sale owner • Set expectations, establish operating cadence, and train the client on the process • Create "stop the bleeding" plans for urgent openings • Build and drive recruiting strategy per client, using best practices plus client-specific constraints • Push clients to do what candidates require (speed, availability, interview cadence), even when inconvenient • Coordinate internally with recruiting and support so execution stays tight • Own net revenue retention for your book • Handle save conversations when clients want to cancel, pull out complaints fast, then drive a path forward • Identify expansion opportunities when results and trust are strong • Run weekly client calls with clear commitments and next steps • Keep communication tight in Slack and email, with clean follow-up and documentation • Use HubSpot and internal systems correctly, consistently, and fast
Job Requirements
- 3+ years in client success, account management, customer onboarding, or implementation with SMB clients
- Proven experience leading clients through change, not just supporting them
- Strong written communication (you will live in Slack and email)
- Competence with modern SaaS tools (CRM, ticketing, docs, async workflows)
- Experience running recurring client meetings and driving action items to completion
- Strongly preferred: Experience supporting home services, construction, or blue-collar SMBs
- Experience in recruiting, talent operations, staffing, or hiring workflows
- Proven ability to diagnose performance problems using funnel thinking (marketing, sales, or recruiting funnels)
Benefits
- Blue Cross Blue Shield medical insurance, strong plan coverage
- Flexible PTO (typical 12 to 15 days)
- Standard holidays
- Two weeks off at the end of the year (CSMs coordinate coverage)
- 12-week maternity leave
- Fully remote
Related Guides
Related Job Pages
More Customer Success Manager Jobs
Health Plan Provider Relations Representative
Molina HealthcareMolina Healthcare is a Fortune 500 managed care company with a storied history that dates back to 1980 and the opening of a medical clinic by Dr. C. David Molina. As an employer, M
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Provides support for health plan provider relations activities. Supports network development, network adequacy and provider training and education. Serves as primary point of contact between the business and contracted providers within the Molina network. Responsible for network management including provider education, communication, satisfaction, issue intake, access/availability and ensuring knowledge of and compliance with Molina policies and procedures. - Successfully engages high-volume, high-visibility plan providers, to ensure provider satisfaction, facilitate education on key Molina initiatives, and improve coordination and partnership between the health plan and contracted providers. - Serves as the primary point of contact between Molina health plan and the non-complex provider community that services Molina members, including but not limited to fee-for-service (FFS) and pay-for-performance (P4P) providers. - Collaborates directly with the plan’s external providers to educate, advocate and engage as valuable partners - ensuring knowledge of and compliance with Molina policies and procedures while achieving the highest level of customer service; effectively drives timely issue resolution, electronic medical record (EMR) connectivity, and provider portal adoption. - Conducts regular provider site visits within assigned region/service area; determines daily or weekly schedule, to meet or exceed the plan's monthly site visit goals. Proactively engages with the provider and staff to determine non-compliance with Molina policies/procedures or Centers for Medicare and Medicaid Services (CMS) guidelines/regulations, or to assess the non-clinical quality of customer service provided to Molina members. - Provides on-the-spot training and education as needed, including counseling providers diplomatically, while retaining a positive working relationship. - Independently troubleshoots provider problems as they arise, and takes initiative in preventing and resolving issues between the provider and the plan whenever possible. - Initiates, coordinates and participates in problem-solving meetings between the provider and Molina stakeholders, including senior leadership and physicians. - Independently delivers training and presentations to assigned providers and their staff - answering questions that come up on behalf of the health plan. - Performs an integral role in network management, by monitoring and enforcing company policies and procedures, while increasing provider effectiveness by educating and promoting participation in various Molina initiatives. - May provide training and support to new and existing provider relations team members as appropriate. - Role requires 60%+ same-day or overnight travel (extent of same-day or overnight travel will depend on the specific health plan service area). Qualifications - At least 2 years of customer service, provider services, or claims experience in a managed care or medical office setting, or equivalent combination of relevant education and experience. - General understanding of the health care delivery system, including government-sponsored health plans. - Organizational skills and attention to detail. - Ability to manage multiple tasks and deadlines effectively. - Interpersonal skills, including ability to interface with providers and medical office staff. - Ability to work in a cross-functional highly matrixed organization. - Effective verbal and written communication skills. - Microsoft Office suite and applicable software programs proficiency. Requirements - Familiarity with various managed health care provider compensation methodologies, primarily across Medicaid and Medicare lines of business, including: fee-for-service (FFS), capitation and various forms of risk, ASO, etc. - Experience delivering training and facilitating educational presentations. Benefits - Molina Healthcare offers a competitive benefits and compensation package. - Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
Senior Client Success Manager II, Commercial Banking
AlkymiAlkymi is the leader in intelligent document processing and data workflow automation.
• Provide strategic direction to clients on maximizing value through Alkami’s platform. • Create reports and presentations that showcase KPI improvements and the value clients are realizing through Alkami solutions. • Demonstrate thought leadership and collaborate with numerous internal teams to share insights and drive innovation. • Establish and maintain strong relationships at all levels of seniority within client organizations. • Provide product and strategic insights based on your direct experience working with clients. • Develop and execute comprehensive training initiatives to ensure clients are well-equipped to succeed with the platform. • Lead client success initiatives for your accounts and across Alkami, ensuring high levels of client satisfaction and engagement. • Build strong relationships with executive influencers and decision-makers within client organizations, turning them into champions for Alkami. • Understand clients’ business challenges, goals, and industry trends, offering strategic consultation to help them achieve their business and digital objectives. • Clearly communicate a compelling vision and roadmap to align stakeholders, driving strategic initiatives that unite internal teams and clients around shared success goals. • Develop clear success plans that define client objectives and track progress to ensure clients achieve their desired outcomes. • Ensure clients are on track to derive maximum value from the Alkami platform, guiding them toward successful adoption and engagement. • Serve as an expert in helping clients meet their digital banking goals by leveraging the Alkami platform’s capabilities. • Master the Alkami platform to advise clients on how to optimize its use for their specific needs. • Collaborate effectively with cross-functional teams to drive client success, ensuring alignment and shared goals. • Advocate for client needs to internal leaders and departments, ensuring their voice is heard and their challenges are addressed. • Escalate critical client issues when necessary and mobilize internal resources to resolve them quickly and effectively. • Use data-driven insights to influence decisions and guide both clients and internal teams toward better outcomes. • Lead cross-functional initiatives that enhance the client experience, boosting client satisfaction and loyalty. • Monitor client health metrics and product engagement to proactively identify and mitigate risks. • Conduct regular business reviews to highlight successes and identify opportunities for growth and improvement. • Take on additional projects that contribute to building a strong Client Success culture across the team. • Be willing to travel up to 25% as needed to meet client and business requirements.
Sr. Customer Success Manager
Platform ScienceMaking it easy for enterprise trucking fleets to develop, deploy, and manage mobile devices and applications.
Who We Are At Platform Science, we’re working to connect everything that moves. Founded in 2015, we are an open IoT platform that partners with innovative fleets, application developers, vehicle manufacturers, and equipment providers in the transportation industry to deliver revolutionary solutions to supply chain professionals across the globe. Our employees are an engaging, diverse group of people who believe in the power of great ideas. We hire people with different experiences and perspectives to build a company culture that fuels growth through innovation. We value thoughtful actions and empathy for others. We approach challenges with resiliency and creativity, while encouraging transparency because, no matter our backgrounds or responsibilities, we are one team. About The Role The Senior Customer Success Manager, helps implement, manage and grow the Platform Science relationship at various enterprise level accounts across the country. They engage with all levels of management while fulfilling a trusted advisor role configuring, training, and integrating our products into the customer’s environment. The role requires technical and functional knowledge of Platform Science products and services, as well as the ability to understand the business needs and capabilities of our customers. They serve as a trusted advisor and main point of contact leveraging Platform Science technology to solve business challenges. Essential Responsibilities - Act as a trusted advisor for assigned customer accounts and main touchpoint with various Platform Science customers throughout the post-sales customer lifecycle. - Responsible for implementation support and long-term account management working across multiple customer teams and with Platform Science Sales, Product Management, Support, and Executive Leadership. - Facilitate Business Reviews (BR’s) with your customers - Own the Sr. Mgmt. level relationships at each assigned customer account - Drive customer adoption of Platform Science solutions while ensuring long-term retention - Work with internal teams sharing customer experiences to help drive product roadmaps - Strong verbal and written communication skills including strong technical skills with experience documenting requirements, issues and outcomes - Mentor and train our top customers with a deep desire to help them reach their business goals - Monitor and identify customer health and utilization trends, provide recommendations based on risk and customers’ business needs - Identify renewal risk and collaborate with internal teams to remediate and ensure successful renewal - Effectively manage multiple projects and deadlines at the same time - Communicate new solutions and innovation roadmap during Business Reviews with your customers - Increase recurring revenue from your customers (applications, added subscriptions, etc) Education and Experience - Bachelor’s degree, preferably in a technical discipline - Must a minimum of 18 months of CSM experience at Platform Science or 3+ years of customer relationship management experience at a technology company providing solutions/services to the Transportation industry - Ability to learn and stay current on the Platform Science product suite and transportation industry direction - Strong knowledge of DOT/FMCSA Regulations - Familiar with Transportation Management System (TMS) products (i.e. TMW, McCleod, ICC, etc.) and route management or distribution software - Demonstrated experience guiding customers with confidence and integrity - Excellent planning, organization, and implementation skills - Strong interest and passion for coaching and mentoring others - Ability to communicate complex ideas effectively to senior leadership, both verbally and in writing - Proven experience of understanding, organizing and facilitating through customer requests and concerns - Proficiency with Salesforce is a plus - Accommodate travel up to 50% of the time Platform Science Benefits Highlights The company offers various benefits to regular, full-time employees including: - Medical, dental, and vision insurance - Short-term and long-term disability insurances - AD&D and life insurance - 401k plan - Paid vacation, sick leave and holidays - Six weeks of paid parental leave You can access the Benefit Highlights brochure for regular, full-time employees by copying and pasting the link into your browser: https://www.platformscience.com/benefits This is an exempt role. Our job titles for each posting may span across more than one job level. The estimated base salary for this role is between $100,000 and $140,000. The range displayed on each job posting reflects the minimum and maximum target range for new hire base salaries across all US locations. Compensation packages are based on many factors unique to each candidate, including but not limited to skill set, work experience, relevant trainings and certifications, business needs, market demands and specific geographical location. The base pay range is subject to change and may be modified in the future. This role may also be eligible for bonus, equity, and benefits. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits. Platform Science collects your personal information to support its business operations, including for human resources, employment, benefits administration, health and safety, and other business-related purposes as well as to be in legal compliance. You can review further details of such collection and use in our Privacy Policy (link for browser: https://www.platformscience.com/privacy-notice Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. At this time we only consider candidates in these states: AL, AR, AZ, CA, CO, FL, GA, ID, IL, KY, MA, MD, MI, MN, MO, NC, NH, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, and WI. In the future we plan to add more states. Beware job scams! Our recruiters use @platformscience.com emails only. We don’t interview via text/message. We don't ask for software downloads (except Zoom) or sensitive info (like SSN/bank). Suspect fraud? Report it to law enforcement & peopleexp@platformscience.com.
Manager, Customer Success - Payroll
ToastWe empower the restaurant community to delight guests, do what they love, and thrive.
Toast creates technology to help restaurants and local businesses succeed in a digital world, helping business owners operate, increase sales, engage customers, and keep employees happy. The Customer Success team strives to maximize customer value in service of protecting Toast revenue, while creating raving fans & successful restaurants. As a Manager of Payroll Success, you will hire, develop, coach and manage a team of Customer Success Managers with a core focus on Payroll. You take pride in your ability to lead and motivate high-performing professionals to exceed their goals. You bring high levels of empathy, business acumen and technical aptitude. You are solution-oriented with a history of process improvement and change management. Your team is well versed in all things Toast and all parts of the customer journey. As a manager of the Payroll Success Team, you will be responsible for supporting our most valuable Payroll Customers by building and scaling processes to support specific regions and customer profiles. This team is focused on driving customer impact at scale, protecting against product downsell & operating in a pod based, queue format. CSMs will be assigned roughly ~500 accounts each and work in a larger pod where all accounts will be covered by a dedicated team of individuals to support long term relationship management at scale. You will coach to deliver excellence in de-escalation and technical problem solving, while maintaining proactive outreach at certain inflection points in the customer journey to help drive value towards Toast’s OKRs at scale. Additional responsibilities include oversight and coaching for productivity, customer satisfaction, metrics analysis, performance management, and downsell prevention. This includes managing cross-functional relationships with Tax Onboarding, Customer Care, Sales, Payroll Onboarding, Banking, Product, and Operations in ways that drive the EC CSS team’s performance and our customers’ success through their payroll post live journey. If you enjoy managing and building a team and are excited about helping operators grow their businesses then this is the role for you! A day in the life (Responsibilities) - Manage a team of 8 or more PSMs (Payroll Success Managers) to provide the best-in-class customer experience while exceeding growth and retention goals. - Work closely with cross-functional partners to ensure proper alignment on pursuing opportunities towards topline OKRs. - Work closely with cross-functional partners in Product, Education, Strategy/ Operations & Professional Services to drive the highest levels of customer success throughout the post-live customer journey and retain our most valuable payroll customers. - Report on team and customer trends with a focus on product usage and opportunities and overall customer sentiment and feedback. - Build, iterate and streamline playbooks, processes and workflows - Develop and implement innovative ways to work smarter and scale the team. - Constantly identify new and improved ways to deliver delight across customers. - Act as a point of escalation for customer concerns and acute issues. - Be an ambassador for the Toast culture - helping to ensure a high bar for performance and a trusting, collaborative and fun environment. What you'll need to thrive (Requirements) - 5+ years in Customer Success or Account Management in the SaaS industry - 2+ years experience successfully managing high-performing teams of customer success managers, account managers, sales reps, care reps, or onboarding consultants in the payroll or technology industry - Expert knowledge of Payroll Processes & Fundamentals - inclusive but not limited to - pay schedules, federal & state laws and taxes, accounting & reporting, calculations, benefits & deductions - Significant knowledge of the Payroll, Tax and HR industry standards - Experience managing programs or large process improvement projects - Excellent communication, interpersonal and writing skills - Love for developing people in a high growth environment - Enthusiastic about technology with demonstrated technical aptitude - Strong project management skills and an ability to multitask - Creative, analytical and execution-oriented - Ability to effectively operate both strategically and tactically Non-essential Skills/Nice to Haves - Consulting experience, especially in the hospitality industry - Toast Product knowledge - Experience launching new service models AI at Toast At Toast, one of our company values is that we're hungry to build and learn. We believe learning new AI tools empowers us to build for our customers faster, more independently, and with higher quality. We provide these tools across all disciplines, from Engineering and Product to Sales and Support, and are inspired by how our Toasters are already driving real value with them. The people who thrive here are those who embrace changes that let us build more for our customers; it’s a core part of our culture. Our Total Rewards Philosophy We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters’ changing needs. Learn more about our benefits at https://careers.toasttab.com/toast-benefits. The base salary range for this role is listed below. The starting salary will be determined based on skills and experience. In addition to base salary, our total rewards components include cash compensation (overtime, bonus/commissions, if eligible), benefits, and equity (if eligible). Pay Range $104,000—$166,000 USD How Toast Uses AI in its Hiring Process Throughout the hiring process, our goal is to get to know you. We use AI tools to support our recruiters and interviewers with tasks like note-taking, summarization, and documentation of interviews to ensure they can be fully focused on your conversation. All hiring decisions are made by people. Diversity, Equity, and Inclusion is Baked into our Recipe for Success At Toast, our employees are our secret ingredient—when they thrive, we thrive. The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences. We Thrive Together We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: https://careers.toasttab.com/locations-toast. Apply today! Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact candidateaccommodations@toasttab.com. ------ For roles in the United States, it is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.




