Job Closed
This listing is no longer active.
Trupanion offers comprehensive medical insurance for dogs and cats designed to help pets live healthier, happier, and longer lives. On a mission to ensure pets
Microsoft Dynamics CRM – Appian Technical Platform Manager
Location
Washington
Posted
63 days ago
Salary
$120K - $150K / year
Seniority
Senior
Job Description
Microsoft Dynamics CRM – Appian Technical Platform Manager
Trupanion
• Lead the strategy, governance, and optimization of our enterprise CRM and workflow automation platforms • Partner with key business stakeholders to define the product vision and roadmap for CRM and Appian platforms • Translate business needs into scalable workflows, automations, system enhancements, and reporting capabilities • Monitor success metrics (KPIs) such as user adoption, process efficiency, automation impact, and data quality • Lead and mentor the platform configuration/administration team (CRM and Appian administrators) • Oversee workflow configuration, automation rules, case routing, forms, permissions, and reporting dashboards • Ensure strong governance, documentation, and change management practices • Partner with internal stakeholders to enable business processes • Conduct discovery with internal users to gather requirements and prioritize enhancements • Establish and maintain data governance standards and role-based access controls
Job Requirements
- Bachelor’s degree in Business, Information Systems, Computer Science, or related field (or equivalent experience)
- 5+ years of experience in product management, CRM/platform ownership, or enterprise systems management
- Hands-on experience with CRM systems (e.g., Microsoft Dynamics CRM or similar) and workflow/automation platforms such as Appian
- Experience leading or mentoring platform administrators or configuration teams
- Strong understanding of CRM data models, workflow automation, permissions, reporting, and governance
- Experience managing backlogs, writing user stories, and prioritizing cross-functional initiatives
- Familiarity with system integrations, APIs, and enterprise architecture concepts
- Strong analytical skills with ability to define and track KPIs
- Experience working in Agile environments using tools such as JIRA and Confluence
- Excellent stakeholder management, communication, and organizational skills.
Benefits
- Full medical, dental, and vision benefits at no cost to the employee
- Four weeks of paid time off and 9 paid float holidays (you can decide which days are most important to you!)
- Five-week sabbatical after five years of employment
- Open, casual, pet-friendly, and fun office environment
- Free medical health insurance for your pet (1 dog or cat)
- Paid time off to volunteer at nonprofit organizations
- Free on-site gym, free dog walking services for office pets during business hours, free parking, and paid ORCA cards.
Related Guides
Related Job Pages
More Customer Success Manager Jobs
Gardenia Speech Collection - France
DataForce by TransPerfectDataForce by TransPerfect is part of the TransPerfect family of companies, the world’s largest provider of language and technology solutions for global business, with offices in more than 100 cities worldwide. We offer high-quality data for Human-Machine Interaction to some of the most prestigious technology companies in the world. Our department focuses on gathering, enriching, and processing data for Machine Learning in different AI domains. To learn more about DataForce please visit us at https://www.transperfect.com/dataforce . For more information on the TransPerfect Family of Companies, please visit our website at www.transperfect.com .
Role Description We are currently looking for native French (France) speakers, to participate in our Gardenia Speech Collection project. The purpose of this project is to collect recordings of native English speech to improve voice assistant technologies. Task Description: - We are looking for a wide variety of English (United States) speakers with various regional accents. - Participants will record short wake-up phrases and scripted utterances typically used when interacting with a voice assistant, following the guidelines provided. Qualifications - Be 18 years or older. - Be born and live in France. - Be a native speaker of French (France) from any region in the United States. - Be able to use a mobile phone for this project. - Be able to use a wired headset or the device microphone for recording phrases. - Have access to a quiet indoor environment to do the recordings. - Pass initial accent screening. Requirements - Participants in specific demographic groups are needed to help develop bias-free technology that would represent everyone. - Upload a short sample voice recording at the end of the application form for accent assessment. Benefits - This is a fully remote project. You can participate from anywhere within the United States. - Estimated time to complete the project is approximately 30 minutes. - Compensation of $33 USD for fully completed and accepted assets. - Payment methods include PayPal and Gift Card according to your preference. - Feedback will be provided once the Quality Check process is completed. Company Description TransPerfect provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. For more information on the TransPerfect Family of Companies, please visit our website at www.transperfect.com .
Stop Building Someone Else's Dream
AO Garcia AgencyGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Role Description Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on the lives of others? Look no further! - Make a Difference: Join a team dedicated to protecting families and children through financial services, providing peace of mind and security to those who need it most. - Work from Home: Enjoy the convenience and flexibility of working remotely, allowing you to create a comfortable and productive work environment while balancing your personal commitments. - Opportunity for Growth: Grow with a company that values your potential and provides opportunities for advancement, allowing you to build a rewarding career while making a meaningful difference in the lives of others. - Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence. - Integrity: Uphold the highest standards of integrity in all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness. Qualifications - Genuine desire to help others and make a positive impact on their lives. - Strong communication and interpersonal skills. - Ability to work independently and as part of a team. - Integrity and ethical conduct in all professional dealings. Company Description Global Elite Empire Consultants is a third-party recruiter, not an insurance agency. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Customer Success Manager
MaxioMaxio manages a recurring billing and subscription management platform that serves businesses of all sizes, from startups to Fortune 500 companies. Its goal is to resolve the compl
Customer Success Manager (Mid-Market / Strategic Accounts) Remote (U.S.) | Reports to Director, Customer Success About Maxio Maxio is the leading financial operations platform for B2B SaaS companies, helping teams automate billing, streamline revenue recognition, and gain real-time visibility into financial performance. With over $60M in ARR and a growing base of high-performing SaaS customers, Maxio sits at the center of the modern finance stack. The Role We’re looking for a Customer Success Manager who brings structure to complex customer situations, creates momentum where progress has stalled, and drives accounts from challenge to stability. You will be accountable for customer health and retention, advocate for customer needs, and shape how our customers scale with Maxio. You’ll partner with customers to understand pain points, align internal stakeholders, and execute clear resolution plans, working cross-functionally with Account Management, Support, Product, Professional Services, and Engineering. What You’ll Own Customer Coordination and Resolution - Serve as the primary coordination point for customers needing cross-functional support - Assess challenges and build actionable resolution plans with clear owners and timelines - Stabilize at-risk accounts and move them toward a healthier state Strategic Customer Partnership - Build trust with Finance, RevOps, and SaaS operators by understanding their goals - Support customers navigating complex workflows or adoption barriers - Translate customer needs into coordinated internal action and communicate progress clearly Cross-Functional Leadership - Partner across departments to remove blockers and align stakeholders around customer priorities - Act as the voice of the customer, ensuring urgency and business context are understood - Maintain momentum across open issues and multiple workstreams Customer Health and Operations - Monitor account health proactively and identify risk before escalation - Help customers use Maxio effectively across billing, revenue recognition, and reporting - Maintain operational discipline in Salesforce, ChurnZero, and Zendesk What Great Looks Like (6–12 Months) - Critical issues are resolved faster through clear coordination and follow-through - Internal teams see you as the go-to partner for complex customer situations - At-risk accounts are consistently stabilized before escalation Qualifications - 3–6 years in Customer Success, Account Management, or similar in B2B SaaS - Proven ability to manage complex, cross-functional situations involving escalations and account stabilization - Experience working with finance, billing, or SaaS metrics (MRR, ARR, churn) preferred - Strong executive communication skills; highly organized and proactive in ambiguity - CPA certification is a plus Why Maxio - Operate at the intersection of SaaS and finance (high-value, sticky product) - High ownership role with real impact on retention and growth - Remote-first, flexible culture - Clear path to growth as the company scales - Health, dental, and vision insurance plans - Medical and dependent care flexible spending accounts - Paid monthly mental healthcare access with Headspace - Open PTO - we like to keep this simple...making time for life is important! - 11 paid standard holidays each year - Including a company-wide Winter Break - 401(k) savings plan with company match! - Macbook Laptop - Paid Parental Leave - A collaborative, entrepreneurial learning environment with a proven playbook - Remote/Onsite/Hybrid working options Maxio is committed to providing all team members a truly unique experience with opportunities for professional development and involvement in multiple dimensions of running and growing our business.
• Develop strategies for growing existing accounts and upselling new products • Set and achieve target benchmarks, establishing quotas and metrics for client success • Drive provider adoption and facilitate change-management to drive growth • Oversee a large portfolio of clients • Serve as the face of Limber for all client-related needs • Build trust with clients • Gather feedback from clients to optimize the product/client experience • Apply sales strategies to drive revenue growth • Manage a team of 2-4 individuals

