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Top Customer Success Jobs in San Luis Obispo, CA
Artificial Intelligence • Healthtech • Information Technology • Software • Pharmaceutical • Automation
Own relationships with hospital customers, build executive partnerships, conduct business reviews, drive product adoption and measurable value, monitor customer health and NPS, manage escalations, support renewals, and identify growth opportunities. The role requires consultative communication, healthcare SaaS experience, data-driven customer success planning, and the ability to manage a large customer portfolio.
Top Skills:
Customer Health ScoringHealthcare Information TechnologyNpsSaaS
Healthtech • Software • Telehealth
Provides post-sale support for approximately 20 healthcare client accounts, handling emails, cases, calls, claim reviews, patient balances, and demographic issues. Advises practice staff on revenue cycle best practices, resolves transactional questions within SLAs, identifies recurring problems, escalates complex issues, and recommends workflow, documentation, training, and risk-mitigation improvements. The role also identifies client pain points and potential expansion opportunities.
Top Skills:
ExcelMicrosoft Powerpoint
Analytics
Manage approximately 150 mid-market agriculture customers throughout the post-onboarding lifecycle. Drive product adoption, customer value realization, renewals, retention, and expansion opportunities through success plans, business reviews, health monitoring, proactive outreach, and risk mitigation. Coordinate training, manage escalations, maintain forecasts and account records, and communicate customer feedback internally. Partner with Sales, Product, Support, and Operations to strengthen relationships and protect recurring revenue.
Top Skills:
Business Intelligence ToolsCRMCustomer Success PlatformsSaaSSalesforce
Artificial Intelligence • Cloud • Information Technology • Machine Learning • Software • Sports • Analytics
Owns conference-level customer relationships and renewals across Division I collegiate athletics. Leads adoption, value delivery, renewal planning, expansion, cross-sell and upsell opportunities across conference offices and member schools. Coordinates with Customer Success, Product Success, Sales, and Business Development teams while managing complex, multi-stakeholder initiatives and building strategic relationships with senior collegiate athletics leaders.
Top Skills:
SaaSTeamworks
Software • Quantum Computing • Metaverse • Infrastructure as a Service (IaaS)
Serve as the primary delivery lead for strategic customers, driving post-sales adoption and value across Microsoft cloud platforms. Manage stakeholder relationships, orchestrate delivery resources, track consumption and adoption, resolve blockers, run program reviews, and align technical solutions (Azure, Modern Work, Dynamics) to customer business outcomes. Use Microsoft delivery methodologies and collaborate with partners and account teams.
Top Skills:
AWSAzureDynamicsItil FoundationMicrosoft 365Modern Work
Artificial Intelligence • Software
Build and lead enablement programs for Customer Success and Implementation teams, including onboarding, product training, continuous learning, playbooks, and AI-enabled workflows. Identify performance gaps, translate product updates into practical training, improve adoption of tools and processes, and establish feedback loops with Product, Support, Customer Education, and Product Marketing. The role supports stronger renewals, expansions, customer outcomes, and operational efficiency in a growing SaaS organization.
Top Skills:
Artificial Intelligence
Artificial Intelligence • Legal Tech • Software • Automation
Own post-onboarding success for active B2B SaaS customers by driving adoption, engagement, education, health monitoring, and long-term value. Build customer success playbooks, metrics, health scoring, enablement programs, and risk-recovery processes. Partner with Account Management, Product, Sales, and Engineering while supporting renewals and expansion. The role also helps establish the customer success function, mentors future hires, and educates legal teams on practical AI-enabled workflows.
Top Skills:
AIB2B SaasContract Lifecycle Management (Clm)Knowledge ManagementLegal AiMatter ManagementWorkflow Automation
Automotive
Manage enterprise customer accounts, serving as a strategic advisor to dealership stakeholders. Drive retention, adoption, engagement, growth, and recovery through account reviews, success plans, performance analysis, and actionable recommendations. Build relationships, identify expansion opportunities, document activity in Salesforce, and collaborate with Consulting, Marketing, Support, Product, and Sales. Use AI tools to improve research, communication, documentation, productivity, and customer outcomes.
Top Skills:
Ai Productivity ToolsExcelGoogle AnalyticsLookerSalesforceWorkflow Automation
Information Technology • Software
Own post-sales customer success for a large Americas portfolio, focusing on onboarding, adoption, risk mitigation, technical guidance, renewals, and expansion. Use customer data, product telemetry, and growth signals to deliver scalable 1:many and personalized engagement. Build executive relationships, develop customer champions, manage renewal forecasts, identify upsell opportunities, and coordinate with sales and cross-functional teams. The role requires strong commercial judgment, technical product knowledge, communication, organization, and autonomy.
Top Skills:
DevOpsLaunchdarkly
Healthtech • Information Technology • Social Impact • Software
Own the entire post-sale client lifecycle: onboard customers, review AI-generated compliance documents, deliver updates from regulatory monitoring, run upsell campaigns, retain and expand accounts, and feed product feedback to the founder. Build processes and define client success at an early-stage SaaS startup.
Top Skills:
Ai-Assisted Drafting ToolsCompliance MonitoringDrip Email SystemPromotions EngineRegulatory Scanning Engine
Artificial Intelligence • HR Tech • Professional Services
Manage a portfolio of 20–25 technical SaaS customers across onboarding, adoption, renewals, and expansion. Build success plans, connect product usage to business outcomes, advise customers on QA and automated testing, engage technical and executive stakeholders, manage risks and escalations, and partner with Sales, Product, and Engineering. Own renewal and expansion forecasting while delivering net and gross dollar retention targets.
Top Skills:
Automated Software TestingQuality Assurance (Qa)SaaS
Artificial Intelligence • HR Tech • Professional Services
Provides expert technical guidance to customers adopting and scaling cloud-native platforms. Responsibilities include architectural advising, platform implementation support, troubleshooting distributed systems, reviewing code, collaborating with engineering and sales teams, contributing to open-source projects, and maintaining strong customer relationships. The role requires Kubernetes experience, programming knowledge, technical communication skills, and empathy in high-pressure support situations.
Top Skills:
APIsCloud ComputingContainersGoJavaKubernetesLinuxMicroservicesNode.jsOpen-Source SoftwareService Mesh
New
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Artificial Intelligence • Cloud • Fintech • Machine Learning • Mobile • Software
Own the long-term technical success of strategic enterprise accounts by advising on ServiceTitan configuration, workflows, integrations, and best practices. Build stakeholder relationships, lead technical discovery, resolve complex issues, support adoption, analyze usage data, deliver business reviews, and partner with Product, Engineering, and Support. Coach users, manage technical initiatives, maintain account records, and identify improvements that increase customer value and satisfaction.
Top Skills:
APIsData IntegrationsSaas ArchitectureServicetitan
Artificial Intelligence • Information Technology • Software
Deploy and scale AI voice agents for enterprise customers. Build conversation flows and integrations, debug APIs, webhooks, SIP, telephony, authentication, latency, and production issues, and work in customer codebases when needed. Partner with Product and Engineering to address product gaps, support customer growth, and launch new use cases. The role requires Mandarin and English fluency, strong technical problem-solving, customer communication skills, and Pacific Time overlap.
Top Skills:
AIAPIsAuthenticationLlmsPythonSipTelephonyTypescriptVoice AiWebhooks
Cloud • Information Technology • Insurance • Software • Analytics
Manages a portfolio of insurance customers by driving adoption, satisfaction, retention, renewals, and expansion of Guidewire solutions. Builds trusted relationships with C-suite, business, and IT stakeholders; develops success and account plans; leads executive reviews; identifies sales opportunities; manages customer health and commercial renewals; advocates for customer needs internally; and mentors other customer success managers.
Top Skills:
Artificial Intelligence (Ai)Cloud TechnologiesCloud-Native SolutionsGuidewire Insurancesuite
Hardware • Insurance • Retail
Provide high-volume customer and broker support through email, chat, and phone. Answer insurance and underwriting questions, troubleshoot issues, assist with policy purchases and broker onboarding, configure the broker portal, meet service-level agreements, support conversion, and collaborate with product and insurance teams. The role requires a Property and Casualty license, strong communication, organization, adaptability, and experience in insurance or customer service.
Top Skills:
JIRAOmniZendesk
Software • Automation
Leads and develops a team of Customer Success Managers responsible for customer adoption, retention, renewals, value realization, and expansion. Owns team operating rhythms, customer health monitoring, forecasting, playbook execution, escalation management, and revenue outcomes. Partners with Sales, Product, Marketing, Professional Services, and Support to improve customer results and team performance. Manages hiring, coaching, capacity planning, performance reviews, and process improvement.
Top Skills:
GainsightSalesforceTotango
Software
Lead Prophecy’s global post-sales organization across customer success and technical support. Own retention, renewals, expansion, customer satisfaction, onboarding, adoption, enablement, support performance, and executive escalations. Define segmentation, coverage models, service offerings, metrics, health scoring, and investment plans while scaling the organization. Partner with Sales, Product, Engineering, Marketing, and Field Engineering to represent customer priorities, improve the product, build advocacy, and deliver measurable business outcomes for enterprise customers.
Top Skills:
Ai PlatformsB2B SaasCloud Platforms
Insurance
Provide day-to-day operational support for client accounts: attend client meetings and open enrollment, resolve claims/benefit/enrollment issues, coordinate across internal teams and vendors, maintain client trackers and systems, prepare renewals and plan documents, run ad hoc and client-specific reporting, and support escalations under the Client Success Executive.
Top Skills:
Plan ManagerSalesforceZakipoint
Artificial Intelligence • Healthtech • Analytics • Biotech
Manage Radiation Oncology customer accounts for MIM Software, building strategic relationships and driving product adoption. Provide clinical software training, basic technical support, feature presentations, and proactive issue resolution. Capture customer interactions in CRM, coordinate cross-functional follow-up, support upgrades and renewals, and identify cross-selling opportunities. The role requires clinical workflow knowledge, hospital navigation skills, customer success experience, and up to 30% national travel, including occasional meetings outside normal business hours.
Top Skills:
CRMMim Software
Fintech • Information Technology • Other • Payments
Own the end-to-end client success lifecycle for a SaaS platform and consulting services, including onboarding, success planning, engagement, renewals, health monitoring, risk mitigation, executive reviews, platform adoption, and expansion support. Serve as the primary client advocate and coordinate cross-functional teams to deliver measurable compliance, security, and business outcomes.
Top Skills:
Information Security And Compliance PlatformsSaaS
Food • Healthtech • Telehealth
Manage a portfolio of health plan clients, serving as the primary operational contact and partnering with Account Executives on retention and growth. Responsibilities include relationship management, issue resolution, program launches, client reporting, marketing campaigns, performance monitoring, and continuous improvement. The role requires analyzing clinical, enrollment, utilization, engagement, and campaign data while coordinating with internal teams to deliver strong client outcomes and long-term partnerships.
Top Skills:
Crm PlatformsSalesforce
Artificial Intelligence • Software • Automation
Manage client onboarding and ongoing use of an AI-powered prevailing wage compliance platform. Serve as the primary client contact, coordinate subcontractor payroll documentation, track compliance progress, generate reports, identify risks, and collaborate internally on resolutions. Provide platform feedback to improve functionality and user experience. The role requires strong organization, communication, multitasking, independent project management, and willingness to learn compliance processes and software tools.
Top Skills:
AI
Artificial Intelligence • Big Data • Healthtech • Machine Learning
Supports Client Success Managers by coordinating client communications, meetings, agendas, documentation, study site information, reporting, and follow-up activities. Maintains action-item trackers, meeting minutes, client records, and site lists while coordinating with cross-functional teams to resolve requests, monitor commitments, identify overdue items, and keep client and study deliverables on track.
Top Skills:
Artificial Intelligence
Big Data • Healthtech • Software • Analytics
Own strategic relationships and success for a portfolio of complex healthcare technology clients. Serve as a trusted advisor, investigate data questions, interpret insights, manage implementations and projects, drive adoption, retention, and expansion, and lead business reviews, training, and product demonstrations. Collaborate with Sales, Engineering, and Product while translating client needs into actionable feedback and maintaining ownership of risks, milestones, and outcomes.
Top Skills:
Ai ToolsAPIsGoogle WorkspaceJIRAExcelSlack
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