Customer Success Manager Remote Jobs in North Carolina (US)

This page tracks remote customer success manager openings that are location-eligible for North Carolina.

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Partner Success Manager

Brook Inc

Brook is The Remote Care Company. Building on our foundation in remote care, we provide the connected operating system that combines clinical AI, care teams, connected devices, and end-to-end delivery to enable continuous, longitudinal care at scale. Supports adults managing chronic conditions such as diabetes, hypertension, and heart failure. Helps people reduce their risk of developing type 2 diabetes through Brook+, our CDC-recognized Diabetes Prevention Program. Works alongside clinics, hospitals, and health plans to help patients stay connected, engaged, and supported between visits. Enables earlier intervention, improves patient experience, reduces administrative burden on care teams, and helps healthcare organizations deliver better outcomes more efficiently. Aims to make continuous care the new standard of healthcare.

Customer Success Manager1 hour ago

Full Time Remote Lead

Role Description The Partner Success Manager owns a book of Brook’s healthcare partnerships — health systems, provider groups, and health plans — and is accountable for their satisfaction, retention, and growth. The PSM is the day-to-day owner of each relationship and the bridge between partner needs and Brook’s clinical, operational, and product teams. - Keeps partners performing and confident in Brook’s Remote Care services. - Runs business reviews, drives adoption and measurable outcomes, surfaces expansion opportunities, and resolves issues before they escalate. - Suited for a relationship-driven account manager who is organized, data-comfortable, and energized by partner outcomes. - Senior Partner Success Manager and VP of Partner Success step in for enterprise-level negotiations and strategic decisions. Qualifications - 3–5 years in partner success, customer success, or account management, ideally with healthcare partners. - Track record of driving retention, adoption, and satisfaction across a book of accounts. - Comfortable leading business reviews and day-to-day partner conversations with clinical and operational stakeholders. - Strong organization and analytical comfort — interprets performance data and turns it into action. - Excellent written and verbal communication. - Bachelor’s degree or equivalent experience. - Comfortable using AI tools to work efficiently, with the judgment to verify output. Requirements - Owns the day-to-day relationship for a book of partner accounts, building trust across clinical, operational, and executive contacts. - Serves as the first point of contact and the escalation path for partner questions and issues. - Develops and maintains an account plan for each partner, aligning Brook’s capabilities to their goals. - Drives adoption and utilization of Brook’s Remote Care services toward measurable clinical and financial outcomes. - Leads regular business reviews that land on clear outcomes and next steps. - Identifies and qualifies expansion opportunities, and partners with the Partner Success team on renewals and enterprise-level conversations. - Tracks partner satisfaction and retention risk and builds mitigation plans for at-risk accounts. - Translates partner performance data into clear, useful updates for partner stakeholders. - Ensures partner feedback reaches Product, Clinical Operations, and leadership. - Coordinates across Partner Operations, Product, and Data to deliver on partner commitments. Benefits - Comprehensive benefits package supporting medical, financial, and mental-health wellbeing of employees and their families. - Medical, dental, and vision — Brook pays 100% of premiums for you and your children and 50% for a spouse or domestic partner, plus a Brook-funded HSA contribution (prorated by hire date) and a medical concierge. - Mental health at no cost through Spring Health, plus flexible PTO, dedicated sick time, and a generous holiday schedule. - Employer-paid life, AD&D, and short- and long-term disability; 401(k) with company match; and an emergency-savings match. - Employee referral bonus. Company Description Brook is The Remote Care Company. Building on our foundation in remote care, we provide the connected operating system that combines clinical AI, care teams, connected devices, and end-to-end delivery to enable continuous, longitudinal care at scale. - Supports adults managing chronic conditions such as diabetes, hypertension, and heart failure. - Helps people reduce their risk of developing type 2 diabetes through Brook+, our CDC-recognized Diabetes Prevention Program. - Works alongside clinics, hospitals, and health plans to help patients stay connected, engaged, and supported between visits. - Enables earlier intervention, improves patient experience, reduces administrative burden on care teams, and helps healthcare organizations deliver better outcomes more efficiently. - Aims to make continuous care the new standard of healthcare.

View details: Partner Success Manager

United States

$85K - $95K / year

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Client Success Manager I

DEFINITI LLC

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans.

Customer Success Manager5 hours ago

Full Time Remote LeadTeam 201-500

Role Description The Client Success Manager is responsible for overseeing client success activities, ensuring timely completion of plan tasks, monitoring project deadlines, and facilitating communication between clients and internal teams for a minimum of 125 plans. This role requires the ability to manage multiple projects, possess a proactive problem-solving mindset, and excel in written and verbal communication with both internal and external partners. - Key point of contact for clients and advisors ensuring client satisfaction and retention of their book of business. - Responsible for following up with clients on year-end data collection, 5500 filings, lost earnings, deposits for submission, form 5330 filings, document and amendment signatures, service agreement signatures, and other outstanding annual requirements. - Monitor and report on project status, missed deadlines, and outstanding tasks using PensionPro and other reporting tools. - Ensure timely and professional responses to client communications, follow up on escalations and unresolved inquiries, assist clients in understanding fiduciary responsibility and keeping them informed of regulatory and legislative updates, and collaborate with Retirement Plan Consultants (RPCs) with plan amendments if needed. - Assist in the cross-selling of complimentary Definiti services. - Coordinate with RPCs to verify project launches and task handoffs, maintain oversight of plan wrap-up activities. - Assist with implementation and conversion processes in partnership with New Business Implementation (NBI) by collaborating with NBI and other teams as needed. - Assist (as needed) with updating recordkeeping platforms and other tasks associated with client service. - Lead annual client reviews and meetings, providing proactive engagement and support for document-related issues. - Maintain accurate documentation and records for compliance and audit purposes. - Work in a team environment with all teams across Definiti to meet client’s needs. - Identify and engage with high-risk clients to mitigate any controllable client losses. - Contribute to the ongoing development and refinement of Client Success Manager processes and best practices. Qualifications - Strong organizational and project management skills. - Excellent written and verbal communication and client service abilities. - Proficiency with PensionPro or similar TPA management software. - Demonstrates ability to work collaboratively across teams and adapt to evolving processes. - Strong time-management skills to meet deadlines and maintain project timelines. - Demonstrates exceptional attention to detail and highly developed organizational skills. - Possesses strong analytical skills to assess situations, identify effective solutions, and reconcile discrepancies. Requirements - High School Diploma or GED required. - Bachelor’s degree preferred. - Minimum of 3 years of experience in the retirement plan administration industry. - Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA/QKS designation or NIPA equivalent within 1 year of hire. - Minimum of 3 years’ experience in a client facing customer support role. Remote Working Requirements - Ability to build rapport with others remotely while working productively with limited in-person interaction. - Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. - Designate a quiet, and well-lit space free of as many distractions as possible. - Be online and available to work during designated business hours in local time zone. - Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. - Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint. Benefits - A virtual-first work philosophy for most jobs. - 401(k) with up to 4% match. - Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. - 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday. - Paid Parental Leave. - A variety of medical, dental and vision plan options including Definiti subsidized premiums. - Company-paid life insurance and short-term disability insurance. - Bonus plan eligibility.

View details: Client Success Manager I

United States

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Customer Success Manager – Health Plan, Great Lakes

PointClickCare

Transforming Care Through Technology

Customer Success Manager7 hours ago

Full Time Remote SeniorTeam 1,001-5,000H1B Sponsor

Company Site LinkedIn

• Own strategic partnerships with clients, acting as the primary point of contact • Proactively identify customer performance improvement opportunities leveraging robust data • Foster collaboration between similar clients in-network, sharing success stories and identifying opportunities for customer-to-customer collaboration • Act as a trusted advisor to our customers to drive solution adoption, ensure they’re aligned to operational priorities and driving quantifiable value • Develop and deliver product utilization narratives such that customers understand their return on investment, and identify new opportunities for adoption + value realization • Maintain customer engagement levels and support customer NPS scores • Maintain an understanding of Collective’s products & services, industry knowledge and trends, to drive customer engagement • Coordinate with cross-functional teams to provide solution focused presentations and develop territory specific strategic plans • Support churn reduction, both for organizations and products • Support revenue expansion and improvement of bookings metrics • Other criteria as determined by CSM Leadership team

View details: Customer Success Manager – Health Plan, Great Lakes

United States

$95.4K - $106K / year

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Practice Success Manager

Moxie

We help nurses launch, run, and grow their own, independent business.

Customer Success Manager8 hours ago

Full Time Remote JuniorTeam 1-10H1B Sponsor

Company Site LinkedIn

• Own the relationship with each of your ~50 practices from launch through growth and management — coaching, advising, and connecting them to all of Moxie's tools. • Enable the successful launch and opening of new practices each month. • Build and manage a customized journey for every practice in your book of business. • Advise practices through key operational decisions: staff hiring, device purchases, and pharmaceutical account management. • Provide sales training on AOV, price shopping, and consultations to drive consistent month-over-month revenue growth. • Help drive customer growth for practices through paid marketing, membership programs, or strategic promotions. • Be the trusted, main point of contact and strategic advisor for each nurse-entrepreneur. • Run Monthly Business Reviews so practices understand how their business is performing and where the opportunities are. • Drive consistent growth toward each practice's projected annualized revenue goals. • Optimize pricing and expenses across your book to maintain healthy profit margins.

View details: Practice Success Manager

United States

$90.3K - $109.3K / year

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Customer Success Manager

Freestar

Your Programmatic Partner #PublisherFirst

Customer Success Manager8 hours ago

Full Time Remote LeadTeam 201-500Since 2018H1B No Sponsor

Company Site LinkedIn

Role Description The Customer Success Manager acts as the primary technical advisor and strategic partner to our publishers. The ideal candidate will have a deep understanding of the advertising technology and programmatic landscape and a passion for solving complex challenges. You will focus on the long-term technical health and optimization of our clients' accounts, ensuring their ad stack is optimized for maximum yield and that all technical hurdles are swiftly identified and resolved by the appropriate internal teams. - Own your publisher relationships end-to-end, beginning at onboarding through long-term growth and retention, acting as the single accountable lead for the account’s success. - Serve as the primary technical point of contact and strategic advisor for a portfolio of premium and enterprise-level publisher accounts. - Proactively monitor and analyze publisher ad performance, identifying and implementing technical optimizations to drive revenue growth. - Independently perform high-level analysis to determine the root cause of technical issues affecting ad delivery and performance. - Partner with the Support and Yield teams as necessary for escalations. - Liaise daily with internal teams, including Support, Yield, Audience Strategy, Business Development, and Product, to escalate complex issues and advocate for publishers’ needs. - Act as an expert on Freestar’s product suite and the broader programmatic ecosystem, providing technical guidance and best practices to clients. - Educate publishers on new technologies and product features, and assist in upselling technical solutions that align with their business goals. - Maintain a deep understanding of each publisher's technical nuances, business KPIs, and long-term goals. - Develop and maintain strong relationships with our publishers’ technical teams, building trust through expert consultation and rapid issue resolution. Qualifications - 3-5 years of success in a Technical Account Management, Customer Success, or Ad Ops role within the Ad Tech ecosystem. - Advanced, hands-on knowledge of Google Ad Manager and Google Analytics. - Deep understanding of the programmatic advertising ecosystem, including header bidding (Prebid.js), wrapper solutions, and ad serving principles. - Familiarity with web technologies, including HTML, CSS, and JavaScript, and experience using browser developer tools for high-level debugging and issue identification. - Experience with CRM, project management, and support tools (e.g., HubSpot, Jira, Zendesk, Trello). - Advanced Excel skills (Pivot Tables, VLOOKUPs, etc.) and experience interpreting complex performance dashboards. Requirements - Excellent verbal and written communication skills, with the ability to explain complex technical concepts to both technical and non-technical audiences. - Exceptional problem-solving and analytical skills, with the ability to navigate nuanced technical challenges under pressure. - Strong work ethic and a drive to see technical projects through to completion. - Collaborative and proactive team player with a proven ability to take initiative and provide strategic support to cross-functional partners. - Ability to thrive in a fast-paced, competitive environment, managing multiple priorities across various publisher accounts. - Confidence and expertise to lead technical calls with clients and internal stakeholders. - A passion for technology and a desire to stay on the cutting edge of the AdTech industry. Benefits - Full-Time, Salaried Position - Fully remote company with collaborative asynchronous teamwork - Mentorship, continuing education, and professional development opportunities - The opportunity to drive success alongside some of the top publishers in the world

View details: Customer Success Manager

Worldwide

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Senior Manager, Customer Logistics

Utz Brands, Inc.

At Utz Quality Foods, we’re more than just chips—we’re a century-strong family of passionate snack lovers who are on a mission to delight every bite. With beloved brands like Utz, Zapp’s, Boulder Canyon, and On the Border, our flavor-packed portfolio fuels bold innovation, regional pride, and national appeal. Now, we’re accelerating our growth and reimagining what the future of snacking can be—and we’re looking for an Innovation‑driven Brand Manager to help lead the charge.

Customer Success Manager9 hours ago

Full Time Remote Lead

Role Description As we continue our ambitious growth journey, we're looking for a Sr. Manager, Customer Logistics – Walmart & Sam's Club to lead one of the most strategic and high-impact customer supply chain relationships in the business. The Sr Manager, Customer Logistics for Walmart and Sam's is a key leadership role driving the next phase of growth for our business across Walmart Inc. This role owns the customer supply chain relationship for Walmart and Sam's Club and builds a data-driven organization that expands on our current Retail Link data, programs, and processes to strengthen collaboration, service, and profitability. What You'll Own: - Serve as the senior supply chain leader and primary point of contact across Walmart Inc., owning the strategy and execution for the next phase of growth for Walmart and Sam's. - Lead, develop, and scale a dedicated team of logistics analysts, coordinators, and analytics professionals supporting Walmart and Sam's accounts. - Own end-to-end order management and fulfillment for Walmart and Sam's accounts, ensuring service excellence and consistent case fill, OTIF, and in-stock performance. - Expand and mature the use of Walmart Retail Link data, building new programs and processes that deepen data-driven decision-making across the account. - Build and lead our supply chain analytics capability leveraging Scintilla to deliver predictive insights on demand, service, forecast accuracy, and cost-to-serve. - Build predictive analytics and dashboards that track KPIs such as fill rate, in-stock %, OTIF, and forecast bias using Retail Link, Scintilla, and internal data sources. - Develop direct relationships and partner closely with Walmart/Sam's replenishment and supply chain leadership to proactively manage supply, forecast accuracy, inventory positions, and order efficiency. - Lead the design and deployment of CPFR strategies with Walmart and Sam's to integrate customer insights into our IBP demand and supply planning processes. - Establish joint forecasting, replenishment, service, and business review cadences to strengthen alignment and collaboration between sales, customer needs, and supply chain execution. - Partner with sales, demand planning, and supply chain planning to integrate outputs from CPFR and business reviews into the IBP process. - Serve as the primary escalation point for logistics and fulfillment issues impacting Walmart and Sam's, with a focus on driving timely resolutions. - Own and lead improvement of Walmart's OTIF and SQEP programs, maintaining a deep understanding of related service level agreements, and develop internal processes to reduce customer fines. - Ensure accurate orders from the customer, whether EDI or manual, including pricing, sourcing, and active items. - Collaborate with the customer and MDM team to drive robust customer and product data governance and ensure data synchronization using industry standards. - Drive adoption of technology and automation to improve order-to-cash efficiency and reduce cycle times. - Define and deliver service level agreements internally with manufacturing, transportation, and warehouse leads to promote a culture of accountability and drive improvement initiatives. - Collaborate with transportation and manufacturing to develop network sourcing strategy to optimize cost-to-serve. - Develop a strong relationship with sales to ensure all account needs are met. - All other responsibilities as assigned. Qualifications - Degree in business, supply chain, engineering, or equivalent combination of education and experience. - 10+ years of experience in customer logistics, supply chain, or customer operations in CPG, with direct leadership responsibility for Walmart/Sam's strongly preferred. - Proven track record leading teams and driving growth within a large, complex retail account. - Proven success delivering high customer service results (fill rate, OTIF, in-stock). - Deep understanding of Walmart and Sam's supply chain processes, systems, and data platforms, including Retail Link. - Experience building or scaling supply chain analytics capabilities; familiarity with Scintilla or similar platforms a plus. - Experience with the CPFR process. - Strong analytical skills with expertise in creating visual analytics, particularly with Microsoft Power BI. - Experience with ERP and TMS (Microsoft Dynamics 365 and e2open BluJay a plus). - Experience in order management, customer service, and/or customer fulfillment leadership. - Ability to lead and manage multiple projects simultaneously and operate cross-functionally. - Ability to work and thrive in a fast-paced environment. - Skilled in analytical thinking and data-based decision-making. - Outcome focused with a strong commitment to continuous improvement. Requirements - Travel required: 10% Benefits - Medical, dental, and vision plans - Employer-matched 401(k) - Profit sharing, bonus plan, employee stock purchase plans - Career growth opportunities in a supportive, inclusive environment

View details: Senior Manager, Customer Logistics

United States

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Manager, Customer Success - Enterprise Accounts

Motus

Motus champions the power of true individuality, actively celebrating and accepting each team member. We strategically recruit and retain talent reflecting our local communities’ rich diversity, fostering a culture where innovation thrives. Through dynamic learning sessions, strategic training, and our lively Employee Resource Groups, we kindle substantial dialogues, continuous learning, and ensure every voice is not only heard but celebrated. Motus, LLC 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.

Customer Success Manager10 hours ago

Full Time Remote LeadTeam 501-1,000

Role Description Motus is seeking a Manager, Customer Success – Enterprise Accounts to lead a team of Enterprise Customer Success Managers responsible for our largest and most strategic customers. This leader will drive customer retention, expansion, executive engagement, and long-term customer value by developing both high-performing talent and effective customer strategies. This is a hands-on leadership role requiring mentoring a team while actively partnering with executive stakeholders on complex customer relationships. The ideal candidate excels at developing comprehensive account strategies, leading cross-functional initiatives, managing executive escalations, and influencing customer outcomes across Sales, Product, Professional Services, Support, and Executive Leadership. Success in this position is measured by the team's ability to retain and grow enterprise customers. It also involves proactively mitigating risk, driving adoption, and serving as trusted advisors to customer executives. Qualifications - 5+ years of Customer Success experience in a high-growth and fast-paced SaaS environment. - 2-3 years of experience leading a remote team. - Demonstrated ability to develop and execute customer success strategies across complex Enterprise portfolios. - Experience leading executive-level customer conversations, including business reviews, renewal planning, and strategic roadmap discussions. - Shown success in leading high-impact customer escalations through cross-functional leadership. - Strong business insight with the ability to align customer initiatives to quantifiable business results. - Excellent communicator - clearly conveys thoughts, both written and verbal. - Demonstrates high performance, challenging self and others to consistently deliver results for customers. - Consistent record handling of client expectations, critical issues, and negotiation resolution. - Ability to work well with customers of all levels and industry backgrounds, from the C-Level to individual contributors. - Great teammate who can work independently or cross-departmentally. - Confident and engaging presenter. - Quick learner. - Experience identifying commercial opportunities while maintaining a trusted advisor relationship. - Demonstrated organizational, analytical, and prioritization skills. - Be flexible and agile in responding to evolving business priorities. - Shown ability to manage client expectations, blocking issues, and negotiate resolutions. - Lead cohesive teams that apply a sense of belonging and psychological safety to achieve common goals. - Challenge and support others to create results, but also develop new capabilities and expand the capacity of individuals on the team. - Strong Salesforce, Excel & PowerPoint skills. - SmartSheet and Gainsight knowledge a plus. Requirements - Develop a team of high-performing Enterprise CSMs; provide regular training, coaching, guidance, and feedback to meet operational KPIs and improve strategic thinking, executive communication, consultative relationship management, and business acumen. - Monitor team and individual capacity; assign new/existing accounts to ensure appropriate distribution of Enterprise customers to CSMs as needed. - Conduct account strategy reviews and executive deal reviews aimed at improving customer results. - Collaborate alongside fellow Customer Success leaders on territory planning, account assignments, process improvements, and standard methodologies. - Partner with other Customer Success leaders to build and carry out yearly and quarterly plans for the team. - Lead all aspects of team performance indicators, using reports on business metrics to guide coaching and performance management. - Provide feedback (written, verbal) to direct reports in 1:1 check-ins. - Lead strategic account planning across the Enterprise portfolio, coaching CSMs while directly participating in strategies for the organization's highest-value and highest-risk customers. - Participate in leadership meetings to assess and report on customer health, retention, and team strategies. - Serve as a mentor to the team, coach and develop a positive and productive work environment, and establish relationships with business partners. - Assist in employment decisions, onboard and train new hires who will quickly become strong individual contributors. - Own executive-level customer escalations, coordinating cross-functional response plans, aligning internal stakeholders, and driving timely resolution while preserving executive relationships. - Collaborate with team members and management to proactively identify, handle, and advance risks that may impact the business. - Identify areas of process improvements/efficiencies/scalability and implement. - Implement process standardization and adherence with direct reports. - Lead executive business reviews, renewal strategy sessions, and customer engagements for strategic and at-risk accounts. - Handle all internal Motus projects that need input from the Customer Success Team or assign team members for ongoing professional development opportunities. - Partner with company leadership teams to ensure internal processes and team interactions are efficient, effective, and satisfactory. - Influence cross-functional decision-making across Sales, Product, Professional Services, Customer Care, Finance, Marketing, and Executive Leadership. - Stay updated with SaaS standard methodologies by researching Customer Success trends. - Establish and implement customer success strategies that improve retention, expansion, executive engagement, adoption, and measurable business outcomes across the Enterprise customer portfolio. Benefits - Medical Insurance, Dental Insurance, Vision Insurance (effective day one). - Open Paid Time Off. - Flexible Spending Accounts & Health Savings Accounts. - Motus-Fidelity 401K Plan. - Company-paid Short/Long-term Disability & Basic Life Insurance Plans. - Family Planning and Parenting Support Benefits through Maven. - Support your mental, physical, professional and financial well-being through coaching and clinical therapy with Modern Health. - $1000 USD Home Office Reimbursement Program. - $2000 USD Internal Referral Program. - WorkAnywhere Reimbursement of Internet and Cellular Costs. - 16 weeks maternity and adoption leave. - 12 weeks paternity leave.

View details: Manager, Customer Success - Enterprise Accounts

United States

$115K - $125K / year

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Senior CRM & Lifecycle Marketing Strategist

RP3 Agency

Strategy is our GPS. Creative is our driver. Culture is our fuel.

Customer Success Manager11 hours ago

Contract Remote SeniorTeam 11-50Since 2009H1B No Sponsor

Company Site LinkedIn

• Lead customer journey mapping and lifecycle marketing strategy across the full customer funnel • Design, build, and optimize automated email, SMS, and nurture programs within Salesforce Marketing Cloud and other CRM platforms such as Active Campaign • Develop audience segmentation strategies that improve engagement, conversion, and retention • Partner with creative and content teams to develop messaging frameworks and communications that support customer journey objectives • Analyze campaign performance and customer behavior to identify optimization opportunities and improve business outcomes • Translate business objectives into CRM programs, automation workflows, and measurement frameworks • Collaborate with analytics teams to establish KPIs, reporting structures, and attribution methodologies • Ensure data quality, audience integrity, and proper campaign tracking across CRM platforms • Serve as a trusted advisor to clients, presenting recommendations, performance insights, and strategic opportunities • Stay current on CRM, marketing automation, and lifecycle marketing best practices and identify opportunities to enhance client programs.

Cloud

View details: Senior CRM & Lifecycle Marketing Strategist

United States

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Mid-Market Customer Success Manager

Iterable

The customer activation platform that helps brands deliver joyful experiences at massive scale.

Customer Success Manager13 hours ago

Full Time Remote LeadTeam 501-1,000Since 2013H1B Sponsor

Company Site LinkedIn

Role Description Iterable is an AI-native marketing platform, and our customers expect the people who advise them to move at the same pace as the technology. As a Customer Success Manager, you'll own a portfolio of engaged Mid-Market customers, acting as a strategic partner — not just a point of contact — to daily users and executive stakeholders alike. We're looking for someone with a consulting mindset and systems thinking — able to see how a customer's technology, teams, and goals connect, diagnose the real problem, and build a rigorous case for change. You'll work directly with C-suite stakeholders, so you'll need to translate platform usage into business outcomes and show, in their terms, how the value Iterable creates connects directly to their growth. One of our core values is growth mindset, and Iterable is a company where everyone can grow. If this is a role that excites you, please do apply as we value applicants for the skills they bring beyond a job description. Responsibilities - Proactively manage a book of mid-market Iterable customers, with exposure into up-market accounts. - Build and hold strategic advisor relationships at every level of the account, including C-suite and executive stakeholders. - Connect platform usage directly to each customer's stated business goals, and build the ROI story in their language. - Bring a consulting approach to account strategy. Structure ambiguous problems, diagnose root cause rather than symptoms, and build the business case before recommending the solution. - Identify and pursue expansion opportunities, partnering closely with your Customer Account Manager (CAM) on the commercial motion. - Track shifts in the CRM, MarTech, and AI landscape and translate what's changing into concrete recommendations for your customers. - Lead the customer engagement cadence, including structured check-ins, success planning, relationship mapping, health checks, and onsite Executive Business Reviews. - Represent the voice of the customer into our product team, and work cross-functionally with Support and other teams to resolve issues fast. - Proactively monitor account health signals and know when to trust them versus dig in yourself. Catch risk before the customer raises it, not after. - Innovate on your ways of working to bring in agents, tools, and automations that develop your ability to become a strategic advisor. - Judge your own success by what actually changed for the customer. Qualifications - Experience owning a portfolio of B2B SaaS accounts with the goal of driving value, adoption, retention, and growth. - A demonstrated consulting mindset: structured, hypothesis-driven problem-solving, and genuine comfort operating in ambiguity. - Executive presence: a proven track record of engaging C-suite stakeholders and translating platform value into business outcomes and ROI in their terms. - Systems thinking. The ability to map how technology, process, and people interconnect, and design a strategy across that system. - Ease and fluency with AI-native products, and the ability to keep pace as the technology changes quickly — both what's emerging in the market and inside the business. - A track record of proactively learning and adopting new tools into your own ways of working. - Technical curiosity without needing to be an engineer. - CRM or marketing-technology industry expertise. - Strong written and verbal communication, with the ability to present complex ideas simply, including to executives. - Willingness to travel (up to ~25%) for onsite client meetings. Requirements - Prior management consulting or marketing industry experience. - Experience with data activation and automation tools. - Practical, applied use of AI tools (e.g., ChatGPT, Claude, Gemini) in real work tasks. - Familiarity with technologies like APIs, HTML, CSS, and Javascript. - Fluency in Mandarin is valuable for our Asia-based customer base, though not required. Benefits - Competitive salary & meaningful equity. - General Allowance to be used to purchase private medical insurance, life insurance, and other supplementary benefit plans. - Superannuation. - 28 days of Annual Leave. - Community Impact Days. - Complete laptop workstation.

View details: Mid-Market Customer Success Manager

Worldwide

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Customer Success Manager

OneStream Software

A comprehensive cloud-based platform to modernize the Office of the CFO.

Customer Success Manager13 hours ago

Full Time Remote LeadTeam 1,001-5,000H1B No Sponsor

Company Site LinkedIn

Role Description This position is for a Manager of Customer Success, a critical role in leading a team of Customer Success professionals (individual contributors) and overseeing a portfolio of important customers in your region. As a Manager of Customer Success, you will be a strong front-line leader, reporting to the Director of Customer Success for a subset of customers in your assigned region. You will work closely with other leaders from Customer Success, Sales, Professional Services, Partner Alliances, Product, Support, Legal, Operations, and others to drive adoption, customer business outcomes, expansion, and retention within your portfolio of Customers. The successful candidate is expected to reside in one of the following states: Illinois (IL), Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY), Michigan (MI), Minnesota (MN), Missouri (MO), Nebraska (NE), Ohio (OH), and Wisconsin (WI). Primary Duties and Responsibilities - Strategy & Execution: - Execute overall company and Customer Success strategy to deliver adoption, expansion, and retention. - Drive adoption and retention efforts across your region, leveraging data-driven insights to optimize customer outcomes. - Team Leadership & Development: - Lead and coach a team of Customer Success professionals in achieving business goals including maintaining a high GRR, increasing NRR, and driving key KPIs. - Foster a culture of excellence, collaboration, and continuous learning, ensuring the team delivers outstanding customer experiences. - Customer Portfolio Management: - Serve as a customer-facing leader and foster senior and executive-level strategic relationships across your book of business. - Measure and monitor your book of business progress against key performance indicators, reporting internally and to customer stakeholders. - Build and execute Customer Success Plans to establish strategic goals and help customers achieve their business objectives. - Governance & Process Excellence: - Contribute to building and improving key governance programs such as onboarding, success strategy meetings, and regular business reviews to help manage customers and their expectations. - Ensure the execution of key governance programs designed to help customers achieve measurable value from their investment with OneStream. - Collaborate with internal teams (Account Management, Professional Services, Education, SME) to identify opportunities for further adoption of our solutions. - Risk Management & Advocacy: - Run regular cadence calls to manage risks within your book of business and take proactive measures to manage or resolve them efficiently. - Advocate for customer needs across departments and manage resolutions for escalated concerns. - Commercial Leadership & Reporting: - Demonstrate a commercial mindset to drive strategic alignment, tactical execution, influence key decisions, and secure commercial and operational commitments that strengthen customer relationships. - Develop a strong internal network across the entire internal ecosystem and strategize with CS leadership across your assigned region. - Deliver strong internal QBRs and report to CS leadership on a regular basis. - Gain and maintain strong knowledge of the OneStream platform and future product offerings. Qualifications - Minimum of a bachelor’s degree; an advanced degree may be considered in lieu of professional experience. - 8+ years in a related function with direct customer advocacy and engagement experience. - Minimum of 5 years of experience in Customer Success, Consulting, Account Management, or Sales/Pre-Sales. - Minimum of 1 year of experience in a leadership or team lead capacity. - Prior experience in dealing with C-level executive stakeholders. - Prior experience in dealing with complex customers. - Prior experience in SaaS applications. - Prior experience with any CPM solution (OneStream, Oracle, SAP, Anaplan, or other). - Sound understanding of corporate finance functions including financial close, planning, budgeting, forecasting, and management reporting. Preferred Education and Experience - Good knowledge of OneStream platform and offerings is preferred. - Prior experience in CPM/EPM delivery in complex customer landscapes is a plus. - Strong product knowledge combined with solid business or technical expertise is a plus. - Understanding project documentation in accordance with OneStream methodology standards and guidelines is a plus. Knowledge, Skills, and Abilities - Strategic thinker. - Strong networker. - Leader by example. - Excellent professional coaching skills. - Excellent professional relationship building skills. - Strong organizational and planning skills. - Keen attention to detail. - Strong commitment to customer success and continuous delivery of product value. - Strong in developing cases and roadmaps with customers and aligning strategies to solutions. - Strong verbal, written, and presentation skills coupled with interpersonal expertise adapted to all levels including executives. - Self-starter who thrives in multi-tasking environments and adapts priorities seamlessly. - Strong technical problem-solving skills with the ability to rapidly resolve issues. - Strong familiarity with enterprise and cloud software spaces. - Expert in managing customer engagements to completion with high satisfaction levels. Supervisory Responsibilities This position is responsible for overseeing a team of Customer Success professionals. Travel Willingness to travel up to 30%, depending on customer needs and geography. Benefits - Excellent Medical Plan. - Dental & Vision Insurance. - Life Insurance. - Short & Long Term Disability. - Vacation Time. - Paid Holidays. - Professional Development. - Retirement Plan. Company Description OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy.

View details: Customer Success Manager

United States

$131K - $170K / year

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