Top Remote Customer Success & Experience Jobs in Portland, OR

Manage a portfolio of accounting and bookkeeping partners to drive retention, platform adoption, revenue growth, and subscription expansion. Conduct business reviews, create success plans, identify churn risks, and position Xero capabilities including payroll, bill pay, analytics, and AI tools. Use Salesforce CRM for account health, forecasting, and pipeline management while collaborating with consultants, sales operations, marketing, finance, and customer experience teams.

Supports a portfolio of clients through proactive communication, issue resolution, onboarding, adoption campaigns, renewals, training coordination, and self-service enablement. Maintains CRM records, monitors client engagement and utilization, identifies retention or growth risks, and collaborates with internal teams to deliver consistent service. The role follows established playbooks while supporting high-volume client portfolios and peak-season financial reporting and proxy services.

Supports a portfolio of commercial B2B SaaS customers by monitoring technical health, resolving bounded integration questions, improving platform adoption, and identifying renewal risks. Creates scalable enablement resources, including academy content, help articles, videos, workshops, and webinars. Partners with Customer Success, Product, and Education teams; documents issues, participates in UAT, supports AI-powered compliance workflows, and escalates complex technical problems.

Deliver and improve live and digital training for client RN and MD reviewer teams using Cohere’s healthcare platform. Coordinate onboarding, develop LMS content and tailored training materials, document client workflows and customizations, host webinars and demos, and incorporate feedback to improve adoption. The role collaborates cross-functionally to maintain accurate training aligned with queue management processes and client operating models.

Provides business-to-business client support by answering inquiries, resolving issues, fulfilling requests, managing workflows, navigating databases, and maintaining strong customer relationships. The role requires accurate multitasking, process-improvement awareness, effective communication, and proficiency with Microsoft Office. Representatives also identify opportunities to retain and grow existing client business through outstanding service.

Leads Customer Success strategy and execution for enterprise demand partners using Bankrate private marketplaces. Responsibilities include optimizing engagement and conversion, expanding partnerships, improving onboarding and time to value, connecting Product, Marketing, and Sales, translating engagement data into ROI, and managing a high-performing team in a B2B2C fintech environment.

Supports Account Managers and B2B travel and expense customers by resolving product configuration, integration, payment, policy, and platform issues. Communicates with program administrators, handles escalations, coordinates cross-functional solutions, drives adoption and retention, tracks customer KPIs, provides product feedback, and documents scalable processes.

Own new-client implementations for Movable Ink’s personalization platforms, serving as the project manager and product expert. Responsibilities include developing project plans, coordinating clients and internal teams, designing technical solutions, configuring and QAing campaigns, delivering platform training, troubleshooting issues, and ensuring launches achieve client goals and KPIs. The role requires expertise in mobile messaging, digital marketing, web technologies, data infrastructure, and client or project management.

Provide combined contact-center and social media support for pet brand customers. Respond to calls, comments, and direct messages; resolve order, billing, shipping, refund, exchange, and product issues; manage escalations and de-escalate complaints. Maintain accurate customer records, moderate online content, communicate promotions, document feedback and recurring issues, meet contact-center metrics, support peers, and provide reporting and process-improvement insights.

Manage strategic client relationships and serve as the operational lead across assigned accounts. Oversee digital marketing campaign execution, project timelines, cross-functional coordination, performance reporting, client communications, and business reviews. Develop client roadmaps, recommend optimizations, identify growth opportunities, and partner with Sales to drive account expansion. The role requires strong project management, strategic thinking, communication, and stakeholder management skills, with 6+ years of relevant experience and willingness to travel as needed.