Top Customer Success & Experience Jobs in Charlotte, NC

Provides post-implementation support for Sage Intacct clients by troubleshooting application, configuration, process, reporting, and workflow issues. Builds client relationships, advises on best practices, supports system updates and testing, documents resolutions, and coordinates with consultants, implementation teams, development teams, and Sage support. Identifies recurring issues, creates knowledge resources, and recommends process improvements to enhance client satisfaction and system utilization.

Leads, coaches, and develops a team of Customer Success Managers responsible for retention, renewals, customer health, and revenue growth. Oversees performance management, success playbook adherence, risk mitigation, escalations, forecasting, CRM data integrity, and operational improvements. Partners with leadership and product teams to synthesize customer feedback, improve the customer journey, support complex renewals, and achieve GRR and NRR targets.

Manage post-sale relationships for digital and tech-touch customers by driving onboarding, adoption, renewals, upsells, advocacy, and measurable platform value. The role owns customer KPIs, resolves adoption barriers, coordinates cross-functional issue resolution, supports product releases, develops process improvements, and identifies expansion opportunities. It also uses automation and AI to engage customers at scale while communicating customer needs to Product, Sales, R&D, and Operations.

Manage the onboarding and implementation of new retirement plan clients, coordinating data collection, documents, compliance software setup, platform providers, advisors, and client communications. Review plan paperwork, answer operational questions, manage implementation timelines, and ensure work follows company procedures while delivering a strong client and advisor experience.

Own technical relationships with enterprise API customers from implementation through launch and optimization. Troubleshoot integration, configuration, documentation, and product issues; collaborate with Product and Engineering; communicate technical problems to customers and internal stakeholders; and convert recurring customer challenges into product feedback. Build a scalable technical onboarding and support function for US customers while helping integrations launch efficiently.

Leads an Account Management team serving healthcare patient engagement clients. Responsibilities include driving retention and revenue growth, managing client relationships, forecasting and renewals, overseeing service delivery, supporting sales and business development, developing employees, resolving client issues, and sponsoring strategic projects. The role requires collaboration across client services, sales, finance, operations, and product teams, along with travel to meet key client stakeholders.

Own the post-sales customer lifecycle for a portfolio of SaaS cybersecurity customers, from onboarding through renewal. Monitor platform health, usage, engagement, and renewal risks; drive adoption through automated campaigns, webinars, and office hours; maintain CRM accuracy and risk tracking; and provide leadership with actionable account-health insights. Partner with Sales to support retention and expansion while delivering consistent, scalable customer outcomes.

Own the technical relationship for strategic enterprise SaaS accounts after launch. Responsibilities include troubleshooting and escalating issues, managing SLA commitments, monitoring integrations, leading technical onboarding, conducting health reviews, supporting renewals and expansions, documenting solutions, and translating customer requirements into product feedback. The role requires strong SaaS technical support, enterprise communication, integration troubleshooting, and relationship-management skills, with familiarity in SSO, APIs, webhooks, logs, and CRM or support platforms.

Leads mid-market employer implementations from pre-sale planning through launch and handoff to account management. Builds project plans, coordinates enrollment readiness, manages eligibility data and integrations, trains employers and administrators, develops communication strategies, resolves issues, and collaborates across Sales, Product, Operations, Support, Compliance, and Account Management.

Manage an established portfolio of legacy clients, driving retention, growth, and expansion. Audit account health, conduct strategic check-ins and workshops, advise business owners on offers, funnels, sales, prospecting, closing, fulfillment, and AI adoption, identify upsell opportunities, resolve issues, coordinate cross-functionally, and document account activity.