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Top Customer Success Jobs in San Luis Obispo, CA
Legal Tech • Software • Generative AI
Drive adoption, retention, and expansion for Eve’s legal technology platform across enterprise law firm accounts. Lead onboarding, maximize product utilization, demonstrate client ROI, develop case studies and use cases, gather feedback for product improvements, and maintain strong client relationships. Manage a smaller book of business with $10M–$20M in ARR ownership while delivering strategic upsells, cross-sells, and high customer satisfaction. The role requires legal industry expertise, analytical ability, project management, communication skills, and willingness to travel for client visits and industry events.
Top Skills:
AILegal TechnologySaaS
Cloud • eCommerce • Information Technology • Professional Services • Software
Manage 30+ enterprise SaaS accounts across implementation, adoption, renewal, and expansion. Lead stakeholder meetings and executive QBRs, maintain customer health data in Salesforce and Planhat, own GRR and NRR outcomes, mitigate risks, and identify upsell opportunities. Collaborate cross-functionally to resolve issues, drive platform adoption, support migrations, communicate AI capabilities, and represent customer needs internally. Travel 5–10% annually.
Top Skills:
Ai-Powered Tools And WorkflowsCleo PlatformPlanhatSalesforce
Reposted 26 Days AgoSaved
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Enterprise Web • Hardware • Internet of Things • Software
Manage a portfolio of manufacturing customers to drive digitization using Tulip, track usage and ROI, support renewals and expansions, coordinate cross-functional teams to resolve issues, and build scalable Customer Success processes while presenting account health and outcomes to executives.
Top Skills:
AICloud-NativeNo-CodeSaaSTulip
Artificial Intelligence • Information Technology • Professional Services • Social Impact • Software
The Customer Success Manager will ensure customer satisfaction by helping them with localization solutions and facilitating the onboarding process for multilingual content delivery, while maintaining strong customer relationships and understanding their global strategies.
Top Skills:
APIsETLLocalization ServicesRestSaaSSoa
Artificial Intelligence • Machine Learning • Natural Language Processing • Software • Conversational AI
Own adoption, retention, and expansion across a pooled portfolio of scaled customers through digital-first programs. Provide technical API integration guidance, troubleshoot issues, run demos, and create reusable enablement assets. Design automated customer journeys, webinars, self-service resources, and workflows that accelerate activation. Monitor usage and health data, identify expansion opportunities, report KPIs, and build scalable systems that reduce recurring manual work.
Top Skills:
Agent FrameworksAIAPIsChurnzeroCloud InfrastructureGainsightMachine LearningProduct Analytics ToolsPythonTypescriptVitallyVoice AiWorkflow Tools
Healthtech
The Director of Customer Success at Zerigo Health will manage health plan relationships, drive account growth, oversee business reviews, and ensure product adoption through strategic planning and problem-solving.
Top Skills:
AI
Artificial Intelligence • Fintech • Machine Learning • Natural Language Processing • Software • Business Intelligence • Financial Services
Lead and scale the enterprise customer success function for Zocks, managing a team of Enterprise CSMs to drive adoption, value realization, renewals and expansion with large RIAs, broker-dealers, banks and financial firms. Build playbooks, metrics, and cross-functional partnerships while personally engaging executive stakeholders to ensure measurable customer outcomes.
Edtech
Serves as a strategic advisor to Cengage customers, building relationships, driving product adoption, developing success plans, providing training, resolving escalated issues, conducting health checks, and identifying renewal and upsell opportunities. The role manages customer outcomes and revenue retention across an assigned territory, requiring strong communication, analysis, technical explanation, and prioritization skills. Travel by air and car is required 20–30% of the time.
Top Skills:
Learning Management Systems (Lms)
Artificial Intelligence • HR Tech • Professional Services
Own the post-sale customer lifecycle for enterprise software customers by driving adoption, value realization, retention, and growth. Build executive relationships, develop customer success plans, coordinate cross-functional resources, resolve complex issues, communicate product value, and support renewals through metrics gathering, pricing, quoting, negotiation, and closure.
Top Skills:
APIsCloud ComputingKubernetesService Mesh
eCommerce • Retail • Software
Owns a portfolio of enterprise B2B SaaS clients, serving as the primary relationship manager throughout the client lifecycle. Responsibilities include driving adoption and value realization, leading business reviews, monitoring account health, managing renewals and risks, identifying expansion opportunities, and partnering with Sales and internal teams. The role uses CRM, client success platforms, AI tools, and client data to improve engagement, insights, and operational efficiency.
Top Skills:
AIChatgptClaudeClient Success PlatformsCRMGainsightMicrosoft CopilotSalesforce
Security • Cybersecurity
Lead the Mid Market Customer Success organization, including managers of Mid Market and Digital CSM teams. Set segmented high-touch and tech-touch strategies, own renewal and expansion outcomes, develop success programs, monitor customer health, and represent customer needs internally. Partner with Sales, Renewals, Product, Engineering, and Support while serving as an escalation point and scaling high-performing global teams.
Top Skills:
AIAPIsCloud-Native ArchitecturesEmail SecuritySaaS
Aerospace • Greentech • Robotics • Analytics
Own a portfolio of SaaS accounts, driving adoption, measurable customer value, retention, and account health. Lead success planning, QBRs, KPI tracking, risk escalation, and coordination of internal technical resources. Partner with Account Executives on renewals and expansion signals without owning commercial negotiations. The role requires executive communication, analytical account management, SaaS customer success experience, and approximately 20% travel to support QBRs, onboarding, account recovery, and strategic planning.
Top Skills:
CmmsErpPower BISaaSSalesforceScada
New
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Fintech • Information Technology • Payments • Productivity • Software • Travel • Automation
Own strategic relationships with complex enterprise clients, serving as a trusted executive advisor and voice of the customer. Lead migrations from legacy travel-management technology to Navan, including scoping, implementation, go-live, and hypercare. Drive adoption, retention, compliance, training, health checks, business reviews, risk mitigation, and churn prevention. Partner with Product, Engineering, and Sales on feedback, enhancement requests, and escalations while managing stakeholder alignment and change resistance.
Top Skills:
Legacy R&M TechnologyNavan Platform
Sales • Software
Manage enterprise customers to drive product adoption, retention, and expansion. Build Mutual Success Plans, lead QBRs, analyze customer data to surface insights, provide strategic sales engagement guidance, run trainings/webinars, and manage executive relationships. Partner internally to resolve issues, demonstrate ROI, and ensure renewals and customer satisfaction.
Top Skills:
APIsClariSalesforceSalesloft
eCommerce • Retail • Software
Leads and develops a team of Client Success Managers serving strategic B2B SaaS accounts. Responsibilities include driving adoption, value realization, retention, renewals, expansion, executive relationships, escalations, portfolio health, cross-functional collaboration, and responsible AI adoption. The role also oversees hiring, coaching, performance management, and operational improvement while supporting complex enterprise client needs.
Top Skills:
AIAutomationClaudeGainsightSalesforce
Logistics • Software
Own a portfolio of B2B SaaS customers using WMS and TMS solutions, driving adoption, retention, renewals, and expansion. Build strategic customer relationships, identify risks and opportunities, manage initiatives and timelines, coordinate cross-functional teams, and translate technical workflows into business outcomes. Partner with Account Management, Support, Product, Engineering, and Professional Services to resolve issues, deliver value, and support upsell and cross-sell opportunities.
Top Skills:
EcommerceErpOmsSaaSTmsWms
Fintech • Payments • Software • Financial Services
Onboard and educate SMB merchants, manage customer relationships, drive activation and loan-volume outcomes, execute activation campaigns, and communicate merchant feedback to product, marketing, growth, and partner teams. The role requires consultative communication, strong organization, data-informed prioritization, and continuous improvement of the merchant activation playbook.
Top Skills:
Ai ToolsChatgptClaudeConfluenceGoogle SuiteGranolaSalesforceSalesloftSlackTableauText MessagingVideo Conferencing
Food • Healthtech • Telehealth
Leads the Client Success function, managing Client Success Managers and owning client health, satisfaction, escalations, renewals, and expansion alignment. Builds scalable playbooks, health-scoring methods, reporting processes, and escalation frameworks. Partners with Account Executive, Product, Clinical, Operations, Support, Legal, and Data & Analytics teams to resolve issues, monitor utilization and outcomes, and demonstrate client value. Coaches the team, supports hiring, and handles complex executive-level client situations.
Top Skills:
Salesforce
Artificial Intelligence • Healthtech • Information Technology • Software • Pharmaceutical • Automation
Manage 10–20 strategic healthcare customers, build executive relationships, conduct business reviews, demonstrate ROI, improve product adoption, reduce churn, and drive renewals, upsells, and cross-sells. Develop three-year customer growth strategies, coordinate internal teams, provide consultative guidance, gather market intelligence, secure customer references, and communicate account health and expansion opportunities to leadership.
Top Skills:
ChurnzeroSaas Analytics PlatformsSalesforce
Healthtech • Software
Lead and modernize the full post-sales operation, including implementation, support, and customer success for more than 9,000 customers. Own retention, renewals, expansion alignment, forecasting, customer success metrics, and scalable operating models. Lead AI initiatives to improve onboarding and customer experience, oversee post-sale teams, collaborate cross-functionally, and foster continuous improvement in a high-growth B2B SaaS environment.
Top Skills:
AIClaudeHubspot
Healthtech • Machine Learning • Natural Language Processing • Other • Telehealth • Conversational AI • Generative AI
Leads customer success strategy, account retention, expansion, adoption, and satisfaction for healthcare technology customers. Builds and manages a high-performing Customer Success Manager team while directly owning key accounts in a player-coach capacity. Partners with Product, Enablement, and Technical teams to drive onboarding, activation, customer health monitoring, reporting, and value realization. Develops success metrics, best practices, training, and data-driven programs supporting AI-powered value-based care solutions.
Top Skills:
Ai/MlCRMData VisualizationGainsightHealthcare Technology PlatformsHubspotReporting DashboardsSaaSSalesforce
Information Technology
Support onboarding and account health for IDV and KYA customers by tracking milestones, following up on action items, maintaining CRM records, drafting communications, and creating enablement resources. Coordinate customer issues across Customer Success, Product, and Engineering, maintain voice-of-customer feedback, and apply AI tools to automate routine work and improve team efficiency.
Top Skills:
Ai AutomationChatgptClaudeCrm SystemsNotion Ai
Healthtech • HR Tech
Own relationships with major global employer customers, serving as their primary strategic contact. Partner with benefits leaders and consultants to shape workforce mental health strategies, deliver campaigns and workshops, communicate customer reports, resolve issues cross-functionally, inform product roadmaps, and promote new offerings. The role focuses on customer satisfaction, renewals, operational rigor, and managing complex portfolios.
Top Skills:
AIData Tools
Cloud • Software
Manage B2B SaaS customer relationships, onboarding, adoption, training, operational reviews, issue resolution, and retention for Ethics and Compliance programs. Advise customers on GRC program improvement, coordinate internal delivery teams, track initiatives in Salesforce, support renewals and expansion, and advocate for customer needs. The role includes approximately 10% travel to priority customer locations.
Top Skills:
Microsoft 365Microsoft TeamsPower BISalesforceSQLZendeskZoom
Information Technology • Software
Leads and develops a team of Digital Customer Success Managers serving enterprise customers. Builds scalable customer success programs and playbooks, monitors onboarding, adoption, risk, retention, and expansion signals, and drives operational performance through metrics, forecasts, and pipeline reviews. Oversees strategic customer engagements and escalations while partnering cross-functionally to improve customer outcomes. The role also owns commercial responsibilities, including renewals and retention quotas, in a technical DevOps-focused environment.
Top Skills:
AIDevOpsLaunchdarkly
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