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Top Customer Success Jobs in San Luis Obispo, CA
Healthtech • Financial Services
Manage a portfolio of employer customers from onboarding through ongoing lifecycle support, driving value and revenue through upsells. Provide consultative, white-glove service, educate on configuration, payroll and reporting, coordinate with brokers and vendors, create Jira bug reports, facilitate bulk HSA transfers, and use AI and automation tools to improve workflows. Maintain timely responses and identify trends to inform product and operations teams.
Top Skills:
Ai ToolsAi-Powered SolutionsAutomation PlatformsJIRAMS OfficeSalesforce
Artificial Intelligence • Healthtech • Software
Lead a portfolio of enterprise health system clients to drive implementation, adoption, and value realization of AI-powered clinical documentation. Build executive and clinical relationships, run governance and business reviews, coordinate cross-functional teams, monitor adoption and outcomes, advocate client needs to Product, and support renewals and account growth.
Top Skills:
CernerClinical AiEhrEpicGenerative AiSmarternotes
Edtech • HR Tech • Software
The Client Success Manager drives client adoption, builds partnerships, monitors key health indicators, and translates business challenges into actionable learning strategies.
Top Skills:
Ai ToolsChatgptCrm PlatformsGoogle WorkspaceMS OfficeSalesforce
Artificial Intelligence • Hardware • Robotics • Software
Manage onboarding, implementation, adoption, renewals, and expansions for public safety enterprise customers across the South Central US. Serve as technical customer advocate, run business reviews, track implementations, drive product feedback to engineering, and manage a book of ~20 accounts with ~40% travel.
Top Skills:
Part 107Unmanned Aircraft Systems (Uas)
Cloud • Legal Tech • Software
Lead the Customer Success Enablement function to develop onboarding, adoption, expansion, and retention programs. Build and coach a high-performing enablement team, align cross-functional launch priorities, measure OKR-tied outcomes, run Gong call reviews, and create AI-assisted content and role-play certification to drive expansion ARR and retention.
Top Skills:
ChatgptClaudeGongLetteraiSalesforce
Fintech • Software
Lead SS&C Health's Client Success organization to drive client satisfaction, retention, growth, and advocacy. Build C-suite relationships, sponsor strategic accounts, define client health frameworks, lead renewals and expansion, manage cross-functional delivery, and develop a high-performing team focused on measurable client outcomes.
Top Skills:
Claims SystemsDigital Health SolutionsHealthcare Administration PlatformsPbm SystemsSaaS
Angel or VC Firm
The Founding CSM will lead post-sale experiences, manage customer onboarding, retention, and expansion while creating playbooks to enhance customer success at Endless Commerce.
Top Skills:
SaaS
Artificial Intelligence • Fintech • Software • Financial Services
As a Customer Success Manager at Nevis, you'll enhance client relations, drive product engagement, collect feedback for product development, and support Registered Investment Advisors in using Nevis's AI platform effectively.
Top Skills:
AIWealth Management Software
Cloud • Security • Software
The Senior Customer Success Manager will lead customer onboarding and advocate for customer needs, ensuring successful engagement and adoption of the product.
Top Skills:
AppsecAWSAzureCloud ComputingContainersDevsecopsGCPLinuxSupply Chain Security
Artificial Intelligence • HR Tech • Information Technology • Software
The Technical Customer Success Manager will manage demos, onboarding, and early customer success, enhancing customer experiences post-sale and facilitating deal closures.
Top Skills:
APIsAts PlatformsData MappingsSAMLScimSsoWebhooks
Marketing Tech • Consulting
Remote Client Success Manager owns 20–40 Amazon client accounts end-to-end: onboarding, strategy, weekly performance analysis, and retention. Coordinate daily with PPC strategists, execute structured processes, log changes, escalate issues quickly, and maintain 2-hour business-hour responsiveness. Operate in a fast-paced agency environment using Amazon and analytics tools to drive profitability and prevent churn.
Top Skills:
AdlabsAi-Powered Internal ToolsAmazon Advertising ConsoleAmazon Seller CentralClickupDatadiveFathomHelium 10HubspotJungle ScoutMy Real ProfitProprietary Ai Ops AgentSlack
Enterprise Web • Legal Tech • Software • Automation
The Customer Success Manager ensures clients maximize value from ECFX products through relationship management, technical support, and proactive problem-solving.
Top Skills:
ConfluenceHubspotJIRASmartsheet
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Information Technology • Retail
Manage a portfolio of consumer goods, F&B, and retail customers to drive adoption of the GoSpotCheck platform. Lead onboarding, training, strategic planning, and Executive Business Reviews. Use data, SQL, and advanced Excel to surface recommendations, track health scores and retention metrics, and identify expansion opportunities. Build executive relationships and demonstrate ROI while coordinating cross-functional support.
Top Skills:
AIClaudeDeep LearningExcelGospotcheckImage RecognitionSalesforceSQL
Cloud • Fintech • Insurance • Software
Lead a book of medium/large Duck Creek OnDemand and OnPrem accounts as the primary customer advocate. Drive adoption, renewals, expansion, and NRR/GRR; coordinate between customers, SI partners, and internal teams; run governance, track support/defects, conduct lessons learned, produce success plans, mentor junior CSMs, and provide product feedback to engineering. Ensure customers adopt upgrades and realize value.
Top Skills:
ChurnzeroDuck Creek SuiteAzureServicenow (Snow)SQL Server
Software
Manage mid-market/enterprise customer accounts to drive product adoption, satisfaction, renewals, and upsell. Act as product expert, deliver training and business reviews, monitor usage, document account activity in CRM, forecast renewals, and attend industry events to meet net revenue retention targets.
Top Skills:
CRMElectronic Health Record SoftwareSalesforce
Software
Lead and build a Customer Success organization focused on retention, GRR/NRR, renewals, expansion, and customer health. Recruit and coach CSMs, implement health scoring, playbooks, KPIs, and forecasting, partner with Sales/Product/Engineering/Support, and use AI and automation to scale processes and drive long-term customer value.
Software
Own the long-term success of a portfolio of high-value hospitality SaaS customers by driving adoption, retention, renewals, and expansion. Monitor customer health, conduct business reviews and success planning, and mitigate churn. Partner cross-functionally with Sales, Product, Engineering, Support, and Implementation while using CRM, customer success tools, AI, and analytics to deliver measurable business value.
Top Skills:
AIAnalyticsCRMCustomer Success ToolsPms
Database
Own enterprise customer relationships end-to-end as a strategic advisor: drive onboarding, adoption, renewals, expansion, and customer health. Lead QBRs, manage escalations, forecast renewal pipeline, and collaborate across Sales, Product, Legal, Finance, and Support to maximize value and retention.
Top Skills:
GainsightSalesforce
Information Technology • Professional Services • Consulting • Financial Services
Manage a portfolio of clients as a strategic partner: build executive relationships, coordinate cross-functional teams (Accounting, HR, Payroll, Tax), monitor client health, lead renewals, drive retention and service improvements, and run executive business reviews.
Top Skills:
CRMEmploymentiqHubspotSalesforceSentimentiq
Cloud • Hardware • Software • Database
Manage long-term success, adoption, retention, and expansion for enterprise customers using MariaDB and GridGain. Onboard customers, drive best practices, conduct business reviews, act as escalation contact, coordinate with Solutions Engineers and Account Executives, measure customer health, and champion customer needs across the company.
Top Skills:
Apache IgniteGridgainMariadb
Artificial Intelligence • Logistics • Software • Transportation
Serve as a trusted advisor for enterprise customers to drive adoption, retention, and growth. Manage onboarding, troubleshoot issues, triage and escalate technical problems, deliver training, monitor usage, and collaborate with sales, product, and engineering to improve customer outcomes and onboarding processes.
Top Skills:
Crm SoftwareSupport Ticketing Systems
Cloud • Information Technology • Professional Services • Consulting
Serve as primary contact for telecom TEM clients, manage relationships, monitor satisfaction, resolve issues with internal teams, drive adoption, upsell, run QBRs, manage renewals and carrier contracts, and track success metrics.
Top Skills:
Cloud SolutionsCRMData Analytics ToolsMs DynamicsTelecom Expense Management (Tem)
Agency • Marketing Tech • Professional Services • Sales
Manage post-sale relationships for assigned accounts, act as a trusted advisor on DemandFactor offerings, coordinate with sales and internal teams to deliver campaign leads, maintain account documentation and reports, and drive client satisfaction and growth.
Top Skills:
Crm SystemsExcel
Agency • Marketing Tech • Professional Services • Sales
Manage post-sale accounts, build and nurture client relationships, act as trusted advisor for DemandFactor offerings, collaborate with sales and internal teams to deliver campaigns, maintain account documentation and reports, and drive client satisfaction and growth.
Top Skills:
Crm SystemsDemandfactorExcel
Agency • Marketing Tech • Professional Services • Sales
Manage post-sale relationships for assigned accounts, act as a trusted advisor on DemandFactor offerings, collaborate with Sales and internal teams to deliver campaigns, maintain account documentation and reports, and drive client satisfaction and growth.
Top Skills:
Crm SystemsExcel
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