Top Customer Success & Experience Jobs in Charlotte, NC

Serve as primary liaison to custodians, asset managers, and vendors; build and own per-custodian playbooks; drive custodian integration, onboarding velocity, escalation resolution, and advisor-facing configuration. Lead cross-functional programs, measure partnership performance, and continuously improve operational processes to reduce advisor friction and standardize implementations.

Lead customer onboarding and implementation of Eve's SaaS legal solutions. Deliver training, configure workflows, track implementation metrics, optimize solutions, and collaborate with sales, product, and engineering to ensure customer adoption and success.

Manage a high-volume SMB/MM post-sales portfolio to retain and grow customers through renewals, upsell/cross-sell, programmatic adoption campaigns, forecasting, risk mitigation, and cross-functional collaboration to drive product adoption and minimize churn.

Lead and coach a team of Account Managers servicing top-tier pharmaceutical and agency clients to ensure satisfaction, renewals, and expansion. Oversee implementation, reporting, QBRs, insights-driven optimization, cross-team collaboration, and escalation management while contributing customer feedback to product and GTM strategy.

Provide coast-to-coast support for independent hardware and paint stores across Rundoos ERP: troubleshoot POS, inventory sync, accounting reconciliation, and reporting; perform spreadsheet-based data analysis; escalate and document bugs with Engineering; maintain SLAs and contribute to knowledge base and training resources.

Manage strategic engagement with large enterprise customers to drive product adoption, value realization, renewals, and expansion. Build executive relationships, create Success Plans, lead business reviews, coordinate cross-functional resources, track adoption and health in Gainsight, and meet an annual ARR quota while leveraging AI-enabled tools.

Lead mid-market and enterprise grocery accounts to drive retention, growth, and expansion. Onboard retailers, run monthly reviews, interpret data into reports and case studies, coordinate cross-functional teams, and proactively mitigate churn.

Manage assigned client accounts to ensure satisfaction and renewals. Coach clients on SailPoint/IdentityIQ identity and access solutions, monitor usage and risks, provide strategic updates, identify expansion opportunities, and drive resolutions to customer issues.

Own and improve end-to-end payroll and partner operational processes across CX. Design scalable workflows, define SLAs and escalation paths, coordinate incidents, analyze data for trends and risks, and drive cross-functional process standardization using Zendesk, Slack, Asana, and related systems.

Serve as primary post-sales contact to drive onboarding, adoption, retention, and expansion for industrial cybersecurity customers. Build relationships, define success metrics, manage churn risk, monitor account health, execute success plans, maintain SFDC records, and collaborate with sales, TAMs, services, intelligence, and support.