We give people freedom to connect and thrive in a taller, faster, smarter world.
Client Engagement Specialist
Location
United States
Posted
63 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Client Engagement Specialist
Otis Elevator Co.
Date Posted: 2026-03-27Country: United States of AmericaLocation: OTFLH: Florida Home Offices Remote Location, Remote City, FL, 33408 USA Would you like to join a truly international, talent driven company that values Safety, Ethics, Quality, Innovation and Employee Opportunity? We are looking for a Client Engagement Specialist, Key Account. This is a great opportunity to join the Otis Americas key accounts team and support one of our largest accounts. This role will work closely with the key account executives to provide support with meeting customer expectations. The successful candidate will be reliable and prioritizes the customer experience. Location: Flexible, this position can also be remote On a typical day you will: - Collaborate closely with key account managers to prioritize current customer needs. - Serve as a liaison with internal Otis departments and branches for billing, booking, and collections to ensure accurate processing. - Update customer reports as necessary, including testing updates and consultant requests. - Manage the proposal request process alongside key account managers. - Oversee the approval process for national/portfolio-level Certificates of Insurance (COIs) with the insurance department. - Support efforts for resigning and recapturing contracts. - Utilize electronic bid systems, such as Ariba, for resigning and recapturing RFPs when required. - Coordinate customer billing needs with web billing, finance, collections, and branches. - Work within customer-required systems for annual updates of COI, safety, and organizational information (e.g., MyCOI, Compliance Depot, Browz, Avetta). - Engage in daily operations using the NSA SharePoint tracker or other systems as required. - Act as a liaison between internal and external customers. - Troubleshoot incoming customer issues, specifically billable repair requests and general customer-specific needs. - Generate and update customer reports as necessary, including spend and KPI reports. - Perform an annual review and update of special handling rates What you will need to be successful - Proven track record of meeting deadlines and effectively prioritizing tasks. - Demonstrated excellence in customer service, consistently exceeding customer expectations. - Proven ability to work collaboratively with others, valuing diverse opinions and approaches. - Strong team collaboration skills and ability to thrive in a team environment. - Associate's degree required; Bachelor's degree preferred. - Proficiency in Excel, including experience with reporting, PivotTables, and charts. If you have these four (4) traits, you will love this role: - Accountability, you follow through on commitments and make sure others do the same - Action Oriented, readily takes action on challenges and displays a can-do attitude. - Communicates Effectively, effective in a variety of communication settings and provides timely and helpful information to others. - Customer Focused, you gain insight into customer needs and identify opportunities that benefit them We will train you intensively in the areas of technology, processes & soft skills and you can exchange ideas with experienced colleagues at any time. Apply today to join us and build what’s next! If you live in a city, chances are we will give you a lift or play a role in keeping you moving every day. Otis is the world’s leading elevator and escalator manufacturing, installation, and service company. We move 2.4 billion people every day and maintain approximately 2.4 million customer units worldwide, the industry's largest Service portfolio. You may recognize our products in some of the world’s most famous landmarks including the Eiffel Tower, Empire State Building, Burj Khalifa and the Petronas Twin Towers! We are 72,000 people strong, including engineers, digital technology experts, sales, and functional specialists, as well as factory and field technicians, all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide. We are proud to be a diverse, global team with a proven legacy of innovation that continues to be the bedrock of a fast-moving, high-performance company. When you join Otis, you become part of an innovative global industry leader with a resilient business model. You’ll belong to a diverse, trusted, and caring community where your contributions, and the skills and capabilities you’ll gain working alongside the best and brightest, keep us connected and on the cutting edge. We provide opportunities, training, and resources, that build leadership and capabilities in Sales, Field, Engineering and Major Projects and our Employee Scholar Program is a notable point of pride, through which Otis sponsors colleagues to pursue degrees or certification programs. Today, our focus more than ever is on people. As a global, people-powered company, we put people – passengers, customers, and colleagues – at the center of everything we do. We are guided by our values that we call our Three Absolutes – prioritizing Safety, Ethics, Quality in all that we do. If you would like to learn more about environmental, social and governance (ESG) at Otis click here. Become a part of the Otis team and help us #Buildwhatsnext! Otis is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other protected class according to applicable law. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at careers@otis.com. Privacy Policy and Terms: Click on this link to read the Policy and Terms
Related Guides
Related Job Pages
More Customer Success Manager Jobs
• Actively manage and develop a dedicated portfolio of ~40 Enterprise customer accounts—complex, high-touch trade services companies with sophisticated needs and diverse usage patterns. • Cultivate and maintain senior-level, trusted-advisor relationships (up to the C-Suite) with your customer base, ensuring a consistent, premium, and high-caliber experience. • Become an expert in your clients' businesses. Use strategic consultation to map their goals to our software's capabilities, regularly coaching them on best practices, and driving deep feature adoption. • Analyze user engagement data, service trends, and client performance metrics to uncover actionable insights. Translate this data into Executive Business Reviews (EBRs) that demonstrate clear ROI and strategic paths forward. • Proactively identify roadblocks and areas for operational improvement, solving complex customer challenges with strategic solutions that continually increase the product's long-term value. • Strategically mitigate churn risk by continuously monitoring customer health scores, usage trends, and satisfaction levels. Develop and execute comprehensive win-back or mitigation strategies for at-risk accounts. • Systematically organize and segment your accounts to identify and pursue qualified opportunities for up-selling and cross-selling new products and services within the customer base. • Serve as a subject matter expert and trusted resource for new hires and non-Enterprise Success Team members, sharing knowledge to elevate the entire department.
Senior Customer Success Manager
Relo MetricsRelo Metrics’ analytics platform enables brands to maximize sponsorship investments and helps teams grow revenue.
Senior Customer Success Manager This full-time position requires a proactive, experienced, client-facing professional that possesses a demonstrated ability to successfully deliver on Relo Metric and client goals. At Relo Metrics, the Customer Success team’s key focus is to help our clients achieve their business goals and ensure they recognize ongoing value from their investment in our products. We understand our clients' businesses and establish relationships with key stakeholders across the client organization to earn trust as thought leaders. The Senior Customer Success Manager will be responsible for managing a portfolio of Enterprise and SMB clients, delivering strong client retention and upsell. Your strategic account management will enable product optimization and provide thought leadership and industry best practices. You have a strong passion for sports, previous hands-on account management experience, with a SaaS/data or Sports Sponsorship/Partnership background and thrives in a fast-paced environment. This person will orchestrate account success by partnering with Marketing, Product, Sales and Executive Leadership. Note that we are hiring this Sr. Customer Success Manager on the East Coast in the US, and are only open to the following states: Massachusetts, Connecticut, New York, New Jersey, Washington DC, Pennsylvania, Florida What you’ll be doing: - Deliver value to a portfolio of key rights holder, agency and brand clients by providing day-to-day account management and operational support that retains and grows client accounts - Develop strategic annual account plans that define the roadmap for client and Relo success; advocating for internal resources to help achieve that success - Detect, negotiate and close up-selling and renewals - Operate as the lead point of contact for assigned client accounts - Build strategic, strong and long-lasting client relationships as their trusted contact translating to retention and revenue growth; ensure we have strategic relationships mapped among executives. - Act as an industry thought leader, guiding clients in usage of our platform to serve their business needs and deliver ongoing value - Monitor client performance on the platform to share best practices and identify new business opportunities - Serve as a secondary contact for Support inquiries, collaborating with Data Ops team and Support as needed - Manage high impact requests or escalation action plans to completion - Identify and define internal management process and tool optimization that strengthen our ability to deliver to clients - Communicate within and across functions internally, reporting on the progress of initiatives and client activities with a focus on identifying product development or documentation opportunities - Create (with Marketing) and share client case studies that exemplify successful and unique use and performance of our platform - Manage and update CRM to ensure timely and proper data capture for company visibility, tools alignment, proactive account management and forecasting Requirements: - 4-7 years’ experience managing a book of business in recurring revenue including managing the renewal and/or upsell process. - Proven experience in growing and expanding revenue streams - Executive presence and ability to concisely articulate value to anyone, at any level within our customer base - Entrepreneurial mindset for business strategy and customer success - Excellent problem solving and analytical skills - continuously thinking “How can I make this better? How can we improve this?” - Strategic, proactive mindset and executional excellence - Experience with tools like Salesforce, Pendo, or a Customer Success tool - Customer Experience mindset - Travel experience and expectations to go in market 20% of the time At Relo, competitive base pay is a part of a total rewards package. The reasonable estimated base pay range for this role is from $80,000 - $95,000 annually plus a backend component tied to performance. The actual amount may be higher or lower. Individual compensation will vary based on factors including, but not limited to, relevant qualifications, work location, and labor market conditions.
Senior Customer Success Manager
MagicSchool AIBuilding the future of teaching and learning with AI. The fastest growing technology platform for schools ever.
• You will manage a multimillion dollar portfolio while maintaining a Gross Revenue Retention (GRR) rate above target through strategic price increases and seat expansion. • You will drive active usage across your districts by maintaining a deep understanding of the product and delivering high-impact training and implementation strategies. • You will identify at-risk accounts and execute intervention playbooks to maintain a gross churn rate below company thresholds. • You will build deep trust with district executive leadership, managing accounts with individual ARR values of six-figures or more. • You will scale our collective impact by contributing high level insights to the Customer Success playbook, driving cross functional strategy in leadership meetings, and mentoring junior team members.
Partner Success Manager
ZearnThe top-rated math learning platform used by 1 in 4 elementary- and over 1 million middle-school students nationwide.
• own the mission-critical link between our educational solutions and the students we serve. • manage a strategic portfolio of partners, leading implementation, and building deep relationships to ensure Zearn’s mission is realized in every classroom. • serve as a key resource for educators, by supporting them in using Zearn Math effectively and impactfully to drive student success. • lead calls, webinars, and demonstrations for school and district administrators to share the benefits of Zearn Math and support their decision-making process. • maintain consistent communication with interested administrators to support their education and decision-making process. • represent Zearn at company-wide events and conferences to share information on Zearn Math and engage with new potential partners who are ready for a transformative curriculum shift. • develop tailored plans for how to best support school and district partners with their Zearn Math implementation, customizing the approach for unique challenges. • build collaborative relationships with administrators, coaches, and teachers, acting as the main Zearn contact to unblock progress and solve implementation challenges. • work closely with partners throughout implementation to cultivate strong usage and drive measurable impact for teachers and students. • conduct data analysis and create presentations to show efficacy and surface insights that encourage deeper use of Zearn Math. • provide district leads with regular summaries of school-level progress, identifying where things are going well and where additional support is needed to drive district-wide success. • identify and communicate key learnings on resources and products to the Zearn team to support iteration and improvement, acting as the voice of the partner to product and content teams. • share partner prospects to support the partner development pipeline, ensuring market intelligence informs future growth strategies. • collect and organize artifacts of Zearn usage, such as student work or classroom challenges, to share success stories and best practices with the broader Zearn team.




