Top Customer Success & Experience Jobs in Portland, OR

Serve as a strategic advisor to physician and healthcare practice owners on accounting, tax, financial performance, profitability, compensation, cash flow, and operational strategy. Build executive client relationships, mentor internal teams, support growth and scalable advisory processes, and participate in business development and proposals.

Own strategic relationships with complex enterprise clients, serving as a trusted executive advisor and voice of the customer. Lead migrations from legacy travel-management technology to Navan, including scoping, implementation, go-live, and hypercare. Drive adoption, retention, compliance, training, health checks, business reviews, risk mitigation, and churn prevention. Partner with Product, Engineering, and Sales on feedback, enhancement requests, and escalations while managing stakeholder alignment and change resistance.

Lead customer implementations for school districts, state agencies, and foundations. Manage onboarding project lifecycles, configure platforms, resolve implementation roadblocks, coordinate multiple stakeholders, identify expansion opportunities, deliver webinars and on-site training, synthesize customer feedback for product teams, and maintain implementation records for post-launch handoffs.

Own a book of large enterprise accounts to drive adoption, value realization, renewals, and upsells. Lead onboarding and training, build C‑level relationships, manage escalations, coordinate cross-functional resources, capture product feedback, and ensure high customer satisfaction and retention.

Own enterprise customer relationships from implementation through ongoing value realization. Lead data connector and platform configuration projects, coordinate cross-functional delivery, manage account health and risks, conduct QBRs and EBRs, support adoption and renewals, and maintain trusted client partnerships. The role also involves documentation, process improvement, stakeholder communication, and mentoring teammates.

Deliver live and virtual partner training using established materials, contribute to instructional content and self-paced assets, support cross-functional partners, build product knowledge of Ellevation's ELD solution, and travel to deliver in-person training. Focus on improving partner adoption, satisfaction, and retention through high-quality facilitation and continuous improvement.

Serve as a post-implementation technical expert and trusted advisor for enterprise customers, driving adoption, configuring the Risk Cloud platform, performing advanced workflow and data integrations, managing account health to prevent churn, and identifying expansion opportunities while partnering cross-functionally and leveraging built-in AI capabilities.

As a Client Success Lead, manage merchant relationships, drive revenue growth, and optimize performance through cross-functional collaboration and contract management.

Provide frontline customer support through live chat and email, troubleshooting account, billing, domain, and transactional issues. Meet quality, productivity, and customer satisfaction targets; maintain product knowledge; identify and escalate significant customer issues. The role requires weekend and holiday availability, reliable home internet, and a dedicated workspace.

Lead implementation and onboarding of private fund management software for private equity clients. Translate fund accounting, investment structures, and client requirements into business logic and product enhancements. Build relationships with CFOs and Controllers, plan rollouts, prioritize roadmap needs, and collaborate with Product and Engineering teams to design and test complex fund structures.