Top Customer Success Jobs in Rochester, NY

Onboard new brand customers, coordinate kickoffs, prepare materials, lead platform setup and training, monitor account health, handle support questions and escalations, document customer feedback, and contribute to customer-success playbooks. Build expertise in eCommerce, DTC brand operations, and martech while helping customers adopt OuterSignal and turn data into action.

Own the customer onboarding experience for new Housecall Pro customers, guiding account activation, adoption, product utilization, and early value realization. Serve as the primary point of contact, answer questions, troubleshoot technical issues, reinforce product value, and collaborate with Sales, Account Management, Marketing, Engineering, and Support. Identify expansion and retention opportunities, communicate customer feedback, improve onboarding processes, and use qualitative and quantitative insights to enhance customer outcomes.

Manage a portfolio of SMB and/or mid-market customers through onboarding to ongoing success; drive adoption, training, and product education; monitor health metrics; identify upsell opportunities; communicate customer feedback to product and engineering; develop scalable processes and collaborate cross-functionally to ensure retention and growth.

Own the end-to-end customer journey for AgentPro, including onboarding, product enablement, feature adoption, retention, renewals, expansion, and escalation management. Coordinate with grant delivery specialists to meet deadlines and quality standards, monitor usage and customer health metrics, collect NPS feedback, resolve operational issues, and guide clients toward self-service AI capabilities.

Manage adoption, retention, and solution optimization for legal-industry clients using Intapp products. Monitor usage and health data, execute structured success plays, advise clients on configuration and best practices, and provide post-deployment consulting. Build expertise across Intapp’s product suite, synthesize client feedback into recommendations, identify expansion opportunities, and act as a trusted advisor and internal customer advocate.

Manage a portfolio of SMB and/or mid-market SaaS customers through onboarding, adoption, and growth. Drive platform education, monitor health metrics, identify upsell opportunities, and collaborate cross-functionally to surface customer feedback and improve processes.

Serve as delivery leader and strategic partner to enterprise customers to execute Customer Success Contracts, orchestrate cross-functional programs, drive cloud adoption and consumption, manage account planning and renewals, identify growth opportunities, mitigate blockers, lead delivery teams, and apply intermediate technical and service-management expertise to achieve customer outcomes.

Manage the lifecycle and success of long-term network, unified communications, and Microsoft support engagements for Fortune 500 clients. Serve as a trusted advisor and non-technical escalation point, conduct quarterly business reviews, analyze ticket and service data, identify risks and improvement opportunities, resolve issues, support account teams, promote service value, and maintain client and OEM relationships. The role is dedicated to a New York-area client, with partial on-site work and remote days.

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.

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.

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.

Manage post-sale relationships with healthcare revenue cycle management customers, serving as a trusted advisor to providers and executives. Drive engagement, retention, customer growth, KPI performance, revenue cycle improvements, billing audits, and account receivable outcomes. Coordinate internal resources across support, sales, IT, accounting, compliance, and consulting teams while conducting executive meetings and reviewing customer strategies and performance.

Manage a portfolio of B2B SaaS accounts throughout the customer lifecycle, building executive relationships, conducting business reviews, monitoring health and churn risk, and supporting renewals. Identify expansion opportunities with Account Executives, synthesize customer feedback for Product and Engineering, and advocate for customer needs. The role requires strong communication, analytical ability, attention to detail, resourcefulness, and cross-functional collaboration. Remote work is available across US time zones.

Leads a team of 7–8 Customer Success Managers serving upmarket SaaS customers. Responsibilities include coaching and developing talent, driving retention, adoption, customer value, renewals, forecasting, risk management, and operational excellence. Partners cross-functionally with Sales, Product, Support, Professional Services, Marketing, and RevOps to improve customer outcomes and scale Customer Success programs.

Own a portfolio of clients to maximize retention and growth: run client calls, analyze lead and performance data, spot retention risks and upsell opportunities, coordinate internal teams to deliver on strategy, and contribute process and AI-driven improvements to internal systems.

Own end-to-end client relationships for a book of B2B SaaS customers: drive adoption, engagement, retention, and expansion of AI-powered contract drafting tools. Lead onboarding, training, large-scale rollouts, and translate customer feedback into product improvements while designing scalable CS processes and tracking health metrics to demonstrate value.

Manage and grow customer relationships, recurring revenue, onboarding, adoption, expansion, and renewals for automation-focused accounts. Lead customer kickoffs, adoption reviews, business reviews, and executive meetings; communicate value propositions; analyze customer data and workflows; identify opportunities; and calculate potential savings or return on investment. The role requires frequent travel to offsite locations and collaboration with customers, sales, product specialists, and services teams.

Manages Rexel customer accounts to grow and retain recurring revenue. Builds customer relationships, leads onboarding, adoption, expansion, renewal, and business review engagements, and communicates value propositions using operational and customer data. Identifies automation product opportunities, calculates customer ROI or savings, manages subscription contracts, and coordinates with sales, product specialists, services, and leadership. The role requires frequent travel to offsite customer locations.

Manage a portfolio of enterprise customers, lead technical onboarding and integrations, drive product adoption and expansion, surface customer feedback to Product/Engineering, create technical documentation, and run cross-functional initiatives to scale success.

Guide enterprise customers through onboarding, integrations, adoption, and expansion of an AI observability platform. Architect deployment solutions, write custom integrations, advise data science and ML engineering teams, lead technical engagements and escalations, communicate customer needs internally, and promote model transparency, monitoring, governance, and measurable business outcomes.

Manage enterprise customer relationships as a named technical resource and advocate. Oversee incident communications, analyze support and customer data, identify adoption and renewal risks, and recommend solutions aligned with customer objectives. Provide proactive guidance on Ping Identity features, uncover adoption blockers, and support customer success through hands-on collaboration. The role includes occasional customer-site travel and some after-hours or weekend coverage.

Own strategic relationships, business outcomes, renewals, upsells, and long-term growth for enterprise SaaS clients. Lead executive engagement, success planning, roadmap development, AI-informed marketing strategy, escalations, competitive positioning, and cross-functional collaboration. Serve as the senior client advocate while Solutions teams manage technical execution. The role requires frequent in-person client visits in New York City.