Top Customer Success & Experience Jobs in Milwaukee, WI

Manages strategic district partnerships and leads curriculum implementation across Texas. Responsibilities include developing implementation plans, providing onsite coaching and professional learning, monitoring progress and student outcomes, facilitating leadership networks, documenting success metrics, supporting sales presentations, and serving as a regional content expert. The role is remote but requires significant travel to customer sites, conferences, and team meetings.

Owns client relationships and renewals for MIP Fund Accounting customers and channel partners. Responsibilities include conducting business reviews, monitoring account health, driving product adoption, identifying expansion opportunities, forecasting revenue in Salesforce, managing upsell sales cycles, coordinating with partners, and collaborating cross-functionally to improve customer satisfaction and retention.

Own lender customer relationships from implementation through post-go-live, advising on mortgage workflow configuration, answering product questions, handling objections, supporting demos, and translating customer feedback to Product and Engineering. The role requires direct mortgage lender experience, customer-facing communication, deep mortgage lifecycle knowledge, hands-on loan origination system experience, and willingness to travel approximately monthly. The CSM will also help establish the company’s customer success playbook.

Drive partner health, product adoption, onboarding, training, and long-term engagement for cybersecurity clients and partners. Provide technical support, prepare partner reviews, document processes, collaborate with GTM and Product teams, and track customer health and KPIs using ChurnZero. The role requires customer-facing technical expertise, security-industry experience, strong communication, analytical skills, and independent remote work capability.

Manage post-sales relationships with a portfolio of customers, primarily financial institutions, to drive adoption and business outcomes from BioCatch’s behavioral biometric solution. Responsibilities include strategic consulting, project coordination, risk and escalation management, customer presentations, quarterly business reviews, roadmap feedback, stakeholder communication, team coaching, statements of work, and identifying expansion opportunities with account managers.

Leads a team of Customer Success Managers serving high-touch and strategic SaaS accounts. Owns retention, renewals, expansion, forecasting, executive relationships, escalations, customer value realization, and voice-of-customer programs. Coaches CSMs through account reviews, call evaluations, negotiation, and objection handling. Develops segment strategy, coverage plans, KPIs, dashboards, reporting, and training while partnering with Sales, Finance, Product, Marketing, and Support leadership.

Manage a pooled book of SMB customers as their primary contact, providing onboarding assistance, email and call support, troubleshooting, and long-term success guidance. Create onboarding materials, documentation, webinars, and retention practices. Own cross-functional projects that improve customer engagement and internal operations while becoming a product expert and solving complex customer challenges.

Own team-wide contract administration and renewal workflows while managing a book of B2B subscription accounts. Track renewal timelines, coordinate Account Directors, monitor retention risk, maintain Salesforce documentation, conduct renewal and pricing conversations, support onboarding and user training, coordinate account hygiene with Client Success, and identify upsell opportunities. The role partners with Revenue Operations, Sales Leadership, Client Success, and Finance in a remote environment.

Manage strategic enterprise and mid-market SaaS merchants, serving as a consultative partner and product expert. Own renewal strategy, drive platform adoption, demonstrate ROI, resolve escalations, facilitate business reviews, track portfolio metrics, and collaborate cross-functionally to improve retention, expansion, and merchant outcomes.

Own customer relationships from Sales handoff through verified handoff to Customer Success. Audit account setup, guide customers through data configuration, registrations, integrations, and platform walkthroughs, document interactions, resolve or escalate issues, manage concurrent onboardings, and coordinate with Sales, Product, Engineering, and Customer Success. Gather feedback and improve onboarding processes and adoption.