Top Remote Customer Success Jobs in Santa Cruz, CA

The role involves contacting prospects interested in Construction Management software, answering their questions, guiding bookings for demos, and taking notes in the CRM system.

Lead the creation and operation of a Customer Success function to drive onboarding, adoption, retention, and expansion. Build playbooks, instrument CS metrics (TTV, NRR, health score, churn), manage tiered engagement models, present business reviews to executives, maintain knowledge resources, and coordinate with Product, Support, and Sales to reduce churn and grow customer revenue.

The role requires a proactive Client Success & Underwriting Specialist to support clients during the underwriting process, ensuring clear communication, managing information submissions, and enhancing client experiences while coordinating with insurance carriers and coaches.

The Customer Success Manager will build B2B relationships with SMB clients, drive user engagement, manage onboarding and training, and collaborate with internal teams to enhance customer satisfaction.

Conduct live video onboarding and bookkeeping setup, support customers via chat and email, troubleshoot bookkeeping issues, maintain accurate customer records, collaborate across teams to improve workflows, and deliver proactive, detail-oriented customer service.

The Senior Technical Account Manager oversees customer relationships, driving engagement, onboarding, AI enablement, and business outcomes using ClickUp's platform.

Own a 750-account book as the primary strategic partner to drive adoption, retention, renewals, and expansion for PreVeil's cybersecurity SaaS. Build executive relationships, lead save motions, forecast renewals, execute adoption plans, leverage AI and Salesforce for scaled engagement, and collaborate cross-functionally on strategic CS initiatives to protect and grow revenue while helping customers achieve CMMC compliance.

The Customer Success Manager will guide customers in implementing e-commerce solutions, build trusted relationships, analyze data for sales growth, and ensure exceptional service while overseeing customer journeys in a SaaS setting.

Manage a portfolio of advertisers, drive campaign success, and maintain client relationships. Advise on strategy, generate reports, and lead client meetings.

The Client Success Manager will manage client campaigns, optimize performance, analyze data, build relationships, and drive retention for long-term growth.

Manage post-sale account relationships for growth clients: onboard, execute and monitor digital advertising campaigns across Axios products, coordinate cross-functional teams, pull reporting for optimizations, identify upsell/renewal opportunities, and deliver exceptional client service to drive retention and revenue.

Lead customer experience for a new product line: manage a book of merchants, drive adoption and expansion, build playbooks and enablement, influence product roadmap, and own data-driven reporting to scale customer success.

Own post-sales strategic relationships and retention across high‑value enterprise accounts. Drive net retention, customer health, and expansion by aligning technical delivery (FDEs, solutions architects) with executive business goals, leading QBRs/EBRs, building scalable CS playbooks, and partnering closely with Sales to identify and close upsell and renewal opportunities.

Partner with customers post‑EMR go‑live to drive EMR ordering adoption, manage non‑EMR data delivery workstreams, validate and troubleshoot clinical/technical files, coordinate cross‑functional enhancements, and provide training and ongoing technical customer support.

Manage a portfolio of ~20 enterprise customers in the Max program as an executive-facing strategic advisor. Create Executive Success Plans, run business reviews, drive adoption and measurable growth, coordinate onsite executive engagement and field observation, partner with Max Specialists for onboarding and automation execution, and use data to recommend expansions and mitigate risk. ~30% national travel.

Manage account health and the churn lifecycle within an Account Team pod: monitor renewal runway, identify and mitigate churn risk, coordinate cross-functionally, provide strategic guidance to customers, and meet pod-level KPIs (response time, engagement, net revenue retention).

Own relationships for mid-market employer customers (500–1,500 lives). Drive renewals, identify expansion, run data-driven business reviews, monitor account health, leverage AI/tools to scale workflows, collaborate cross-functionally, and drive product adoption and customer engagement.

Drive customer outcomes for a portfolio of SaaS customers by building success plans, increasing adoption, monitoring health, mitigating risk, coordinating cross-functional teams, and enabling renewal readiness through proactive engagement, communication, and continuous improvement.

Serve as the technical partner for enterprise customers to deploy and scale AI voice agents. Lead onboarding, design integrations and conversation flows, debug APIs/webhooks/SIP/telephony/authentication, work inside customer codebases, surface product gaps to Product & Engineering, and drive adoption and expansion across accounts.

Serve as a strategic customer advocate to drive product adoption, retention, renewals, and expansion. Build success roadmaps, assess customer health (using Totango), demo Verint solutions, manage escalations, gather product feedback, and collaborate cross-functionally to ensure customers achieve desired business outcomes and measurable value.

Lead a national Client Success team responsible for retention and upsell revenue with large employer clients. Serve as executive sponsor, manage KPIs and pipeline, represent Progyny at client meetings, resolve escalations, optimize account management processes, scale staffing and compensation, and develop team capabilities. Requires frequent client travel (30-40%).

Manage post-sales relationships for enterprise rehab therapy customers, driving onboarding, adoption, retention, and expansion. Serve as primary contact for largest accounts, deliver training and strategic reviews, translate usage data into recommendations, support change management, and coordinate cross-functional resources to ensure successful go-lives and ongoing value realization.

Lead delivery and orchestration of Customer Success Contracts, build executive and technical customer relationships, align Microsoft cloud solutions (Azure, Modern Work, Dynamics, M365) to business outcomes, drive adoption and consumption, run program planning and reviews, mitigate blockers, manage escalations, and enable long-term retention and growth across enterprise accounts.

Serve as an embedded customer success and implementation lead for assigned health systems across the Central Region. Own post-sale delivery, onsite deployments, training, workflow alignment, adoption tracking, and cross-functional coordination to drive measurable clinical and operational outcomes. Travel 20–40% and partner with product, sales, and engineering to surface feedback and scale solutions.

Serve as an embedded customer success and implementation lead for health systems across the East Region. Own post-sale delivery, onsite rollout, training, and adoption of AI healthcare solutions; build relationships with clinical, operational, and IT stakeholders; track outcomes and adoption metrics; relay client feedback to product and engineering; and present best practices. Requires regular travel and client credentialing.