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Top Customer Success Jobs in San Luis Obispo, CA
Big Data • Marketing Tech
Manage post-onboarding relationships for approximately 30 mid-market clients, driving product adoption, engagement, measurable business value, renewals, and account growth. Serve as a trusted advisor by understanding customer objectives, coaching users, presenting insights, conducting business reviews, and translating promotional data into actionable recommendations. Collaborate with Sales, Product, Support, Education, Operations, and Onboarding teams to resolve needs and improve the customer experience.
Top Skills:
CircanaData And Insights PlatformsDunnhumbyEnterprise SoftwareNielsenNumerator Promotions Intel
Artificial Intelligence • Big Data • Healthtech • Software • Biotech
Own and expand customer relationships across the Western United States for a cloud-based healthcare genomics platform. Drive adoption, usage, and account growth within hospitals, laboratories, and healthcare organizations; identify expansion opportunities; navigate complex stakeholder groups; provide account support; and partner with sales teams on customer meetings and commercial development. The field-based role requires approximately 30–40% territory travel.
Top Skills:
Artificial IntelligenceCloud-Native PlatformsSophia Ddm Platform
Artificial Intelligence • Information Technology • Software
Manage a portfolio of mid-market and enterprise customers throughout deployment, adoption, retention, renewal, and expansion. Build trusted relationships, lead QBRs and customer presentations, identify cross-sell and upgrade opportunities, coordinate sales and engineering resources, and maintain CRM, quoting, automation, and KPI tools. The role focuses on customer satisfaction, revenue growth, retention, and exceeding sales and customer success goals.
Top Skills:
CcaasCRMExcelIt SecurityKpi DashboardsManaged ServicesMS OfficeMicrosoft TeamsNetwork ServicesSaaSSd-WanSipUcaas
Professional Services • Real Estate
The Payroll Customer Success Manager serves as the main contact for customers, supporting onboarding, ensuring payroll accuracy, resolving issues, and building trust through proactive communication.
Top Skills:
CRMPayroll PlatformsSpreadsheetsTicketing Systems
Professional Services • Consulting
Serve as the day-to-day contact for independent professionals, managing onboarding, weekly check-ins, communications, applications, screening calls, documentation, and feedback flow between the community and internal account teams. Maintain accurate profiles, share updates and newsletters, and independently drive organization and follow-through while working primarily through calls.
Artificial Intelligence • Logistics • Software • Transportation
Lead onboarding, adoption, and support for courier customers; troubleshoot workflows; analyze customer data for churn risks; surface product feedback; identify expansion opportunities; build scalable CS processes and documentation while collaborating with product, sales, and engineering.
Top Skills:
Crm SystemsExcelGoogle SheetsSQLZapierZendesk
Angel or VC Firm • Automotive • Transportation
Provide first-line support to enterprise customers by triaging and resolving tickets, troubleshooting the Scout platform, and escalating issues when needed. Build support workflows, knowledge-base documentation, routing rules, SLAs, and escalation paths. Analyze recurring issues and share product insights with engineering and product teams. Support customer engagement projects and grow into a customer success role focused on enterprise relationships, adoption, and retention.
Top Skills:
AIFrontHrisIntercomPlainTelematicsZendesk
Real Estate • Software
Manage strategic relationships with mid-market SaaS customers, helping them maximize platform value, adoption, retention, and ROI. Responsibilities include leading renewals, identifying expansion opportunities, conducting business reviews, delivering training, monitoring customer health, developing executive relationships, documenting success plans, and advocating for customer needs internally. The role requires collaboration with Sales, Product, Professional Services, and Support teams, along with up to 25% travel.
Top Skills:
Crm PlatformsMarketing Automation PlatformsExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordProcess Mapping ToolsSaaSTotal Expert
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Manage enterprise customer relationships by developing multi-year success plans, leading executive business reviews, conducting workshops, driving adoption and expansion, and translating Samsara’s IoT platform capabilities into measurable safety, efficiency, and sustainability outcomes. Collaborate cross-functionally with Sales, Support, Sales Engineering, Product, and leadership while supporting complex enterprise accounts and multi-product strategies. The remote role requires up to 25% travel.
Top Skills:
Enterprise SaasInternet Of Things (Iot)
Cloud • Software • Analytics
Leads strategic customer success for enterprise accounts, managing post-sale engagement, adoption, renewals, expansion, and value realization. Builds executive relationships, develops account plans, drives AI and automation adoption, and coordinates matrixed internal teams. Requires expertise in contact center operations, cloud migration, CXone or comparable CCaaS platforms, analytics, and C-suite stakeholder management. The role manages accounts exceeding $10 million in ARR and requires up to 25% travel.
Top Skills:
AcdAIAnalyticsAutomationCloud PlatformsEnlighten AiFive9GenesysIvrNice CxoneSalesforceTalkdeskWemWfo
Edtech • Professional Services
Supports more than 120 school districts through proactive outreach, customer support, relationship management, product adoption, retention, and engagement efforts. Responds to inquiries, prioritizes accounts using customer health data, escalates issues, gathers feedback, and collaborates with onboarding, sales, and professional services teams. The role requires strong organization, communication, empathy, follow-through, and the ability to manage a high-volume customer portfolio.
Edtech • Professional Services
Supports a portfolio of 120+ school districts through proactive outreach, day-to-day assistance, customer engagement, retention, and product adoption. Responds to inquiries, manages account priorities, gathers feedback, and identifies growth opportunities in partnership with Sales, Onboarding, and Professional Services. The role requires strong organization, communication, empathy, adaptability, and the ability to use customer data and tools to manage high-volume customer relationships.
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Fintech • Software
Own customer onboarding, implementation coordination, training support, ongoing relationship management, and monthly check-ins for churches using Nurture. Translate between customers and engineering, document scalable playbooks, improve support workflows, and identify automation opportunities. The role will progressively manage an assigned book of approximately 50 churches while partnering with the Head of Customer Experience and traveling periodically for in-person training and customer engagements.
Top Skills:
Planning CenterPushpay CcbRockSalesforce
Cloud • Software • Consulting
Manage multiple federal government customer accounts, ensuring successful onboarding, delivery alignment, risk mitigation, stakeholder communication, team health, customer outcomes, and account growth. Coordinate with product, design, engineering, recruiting, and leadership teams; establish metrics, agile practices, invoicing processes, and remediation plans. Build repeatable customer success practices, support contract transitions, resolve escalations, and develop expansion opportunities while maintaining client satisfaction.
Artificial Intelligence • Cybersecurity
Manages a scaled portfolio of cybersecurity customers, driving onboarding, adoption, engagement, renewals, and expansion. Monitors customer health signals, identifies risks, executes intervention plans, and translates technical findings into business priorities. Builds scalable customer success programs, delivers digital education and outreach, maintains customer records, and partners cross-functionally to resolve issues and communicate feedback. The role requires strong communication, organization, customer relationship skills, and the ability to learn cybersecurity concepts.
Top Skills:
Crm SystemsCustomer Success SystemsNodezero
Software
Manages strategic SaaS client relationships to drive adoption, renewals, retention, satisfaction, and value realization. Leads onboarding, account configuration, business reviews, executive engagement, health monitoring, and escalations. Partners with product, engineering, implementation, and internal teams to translate client feedback into product requirements and improvement initiatives. Uses CRM tools to track engagement and communicates strategic insights across the organization.
Top Skills:
CRMGoogle WorkspaceSaaS
Healthtech
Manage a portfolio of enterprise clients, driving retention, upsell, renewals, NPS, utilization, and ROI. Develop client strategies, conduct business reviews, manage escalations and onboarding, and serve as a trusted executive advisor. Collaborate cross-functionally on engagement, marketing, implementation, and contractual commitments. Mentor customer success colleagues and maintain accurate CRM documentation.
Top Skills:
Crm Platforms
Information Technology • Consulting
Manage a high-volume Tier 3 customer portfolio using playbook-driven touchpoints and self-service resources. Track CSAT, NPS, referenceability, retention, and account contacts in Salesforce. Monitor accounts for growth and expansion signals, escalate tier-up opportunities to senior customer success leaders, and identify strong customer outcomes for references and case studies.
Top Skills:
Hcm SoftwarePayroll SoftwareSalesforceUkgWorkforce Management Software
Information Technology • Consulting
Leads Mosaic’s Customer Success function, managing eight team members across customer success and renewals. Owns portfolio retention, revenue growth, account segmentation, engagement standards, client health, references, renewal readiness, and executive reporting. Partners with Sales, delivery, operations, and UKG stakeholders on account growth and customer outcomes. Requires deep experience in customer success or account management, team leadership, HCM/payroll technology, enterprise software, and portfolio-level retention or revenue ownership.
Top Skills:
SalesforceSAPUkg
Information Technology • Consulting
Owns high-touch relationships for Tier 1 and Tier 2 enterprise accounts, managing account plans, executive engagement, customer health, satisfaction, escalations, references, and expansion identification. The role serves as an HCM, Payroll, and Workforce Management subject-matter expert, partners with Sales and Delivery teams, and drives retention, customer advocacy, and account growth without direct commercial or negotiation authority.
Top Skills:
SalesforceUkg
Artificial Intelligence • Healthtech
Leads Client Success operations for PBM clients, managing account managers, client relationships, strategic initiatives, service delivery, issue resolution, onboarding, process improvement, and team development. Partners with internal teams and account executives to improve operational efficiency, resolve escalated issues, and deliver scalable client support. Requires PBM industry knowledge, account management experience, leadership skills, and travel up to 25%.
Top Skills:
MS Office
Information Technology • Software
Own the end-to-end customer journey for AgentPro by onboarding clients, leading product enablement, driving feature adoption, monitoring usage and retention metrics, managing renewals, identifying expansion opportunities, resolving escalations, triaging technical issues, and collecting NPS and customer feedback. Coordinate with grant delivery specialists to ensure deadlines, quality standards, service agreements, and grant delivery expectations are met.
Top Skills:
Artificial IntelligenceSaaS
Cloud • Digital Media • Enterprise Web • Marketing Tech • Software
Own strategic customer relationships by leading onboarding, implementation, adoption, account health, workflow optimization, AI enablement, and expansion efforts. Translate customer requirements into scalable ClickUp workflows, templates, integrations, automations, and AI agents. Monitor usage and business outcomes, conduct workflow discovery, provide training and change management, and collaborate with Sales, Product, Engineering, and Support to drive renewals, growth, and measurable customer value.
Top Skills:
Ai AgentsClickupDashboardsGenerative AiIntegrationsPrompt DesignWorkflow Automation
Healthtech • Information Technology • Software
Owns post-go-live client success for assigned enterprise accounts by driving adoption, monitoring health and sentiment, managing escalations, delivering business reviews, and identifying expansion signals. The role partners with Support, Deployment, PMO, and Account Management while providing renewal health input without owning contracts, quotas, negotiations, or routine ticket resolution.
Top Skills:
B2B SaasOccupational Health Emr
eCommerce • Software
Supports SaaS customers after purchase by resolving inquiries and technical concerns, creating Helpdesk knowledge-base articles, collecting product feedback, and collaborating with sales, marketing, and product teams. The role requires strong communication, relationship management, autonomy, and the ability to work Pacific Time business hours. Experience in customer success and knowledge-base content creation is expected; equipment rental and QuickBooks Online knowledge are advantageous.
Top Skills:
Helpdesk Knowledge BasesQuickbooks OnlineSaaS
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