Top Remote Senior Level Customer Success & Experience Jobs in Philadelphia, PA

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

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.

Build and lead enablement programs for Customer Success and Implementation teams, including onboarding, product training, continuous learning, playbooks, and AI-enabled workflows. Identify performance gaps, translate product updates into practical training, improve adoption of tools and processes, and establish feedback loops with Product, Support, Customer Education, and Product Marketing. The role supports stronger renewals, expansions, customer outcomes, and operational efficiency in a growing SaaS organization.

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.

Serve as a strategic advisor driving adoption and value of Enverus Power & Renewables products. Lead onboarding, training, client engagements, and account strategy; present analytics, gather product feedback, support renewals, and expand user adoption while collaborating with sales and product teams.

Lead development and delivery of training and enablement programs focused on medical economics and value-based care. Provide subject-matter expertise on risk adjustment, cost management, network optimization, and contract forecasting. Collaborate cross-functionally with product, engineering, analytics, and customer teams to embed customer workflows into content, improve adoption, and measure training impact.

Lead client-facing engagements to design, implement, and optimize prior-authorization decision automation for PaaS customers. Translate client needs into technical blueprints, collaborate with product and engineering, build dashboards and analyze authorization data, track KPIs, and drive continuous improvement and scale across the customer lifecycle.

Provide Tier-1 client support for the Sky Road product suite: support and onboard trade workflows, templates, funds, permissions and application layouts; document workflows and permission models; escalate issues to development; coordinate with project managers for client onboarding and testing.

Manage strategic bank, credit union, and fintech accounts to drive adoption, onboarding, and product-driven fraud mitigation. Provide consultative guidance, set business goals, run trainings, share performance data, collaborate cross-functionally, support renewals, and travel to clients as needed.

Lead value realization for strategic and enterprise accounts: design measurement frameworks, build AI-scaled value capabilities and outcome databases, engage customers and partners to quantify business outcomes, and drive renewals and expansion through data-driven value narratives.