Top Customer Success & Experience Jobs in Charlotte, NC

As a Technical Support Engineer, you will investigate technical issues, diagnose problems, communicate solutions to customers, and improve support processes and documentation.

Manage a portfolio of customer accounts to drive onboarding, adoption, retention, and expansion. Serve as primary client contact, run business reviews, monitor adoption metrics, resolve issues with cross-functional teams, and deliver success plans, training, and reporting to improve satisfaction and renewals.

As a Patient Engagement Specialist I, you'll handle outbound calls to patients, educate them about services, and book appointments using communication skills and software tools.

Manage onboarding, account management, and customer support for employer partners. Own client relationships, gather user feedback, build and iterate operational processes, and drive data-informed improvements to scale the business.

Serve as the dedicated account manager ensuring client satisfaction and retention. Conduct regular check-ins, advocate for clients internally, gather feedback, visit client offices, identify improvement opportunities, and track metrics like satisfaction, retention, and revenue growth while coordinating cross-functional teams to resolve issues.

The Commercial Lines Account Manager manages insurance accounts independently, liaises with clients and carriers, ensures account retention, and develops new business opportunities.

The Legal Assistant/Account Manager oversees post-funding functions for law firm accounts, ensuring accurate data management, negotiating deductions, and identifying business opportunities while delivering top customer service.

The Account Services Representative assists Client Service Managers in providing top-notch service, resolving client requests, coordinating transactions, generating reports, and managing projects efficiently.

Manage day-to-day client relationships and campaign lifecycle from kickoff to wrap-up. Execute and optimize campaigns, track performance metrics, provide insights, support product rollouts, and coordinate Sales Hub updates while collaborating with sales and internal teams.

Responsible for partnering with Wealth Management Advisors to deepen client relationships and assist high-net worth clients in achieving their financial goals through effective service and coordination of asset management.