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Top Customer Success Jobs in San Luis Obispo, CA
Healthtech • Professional Services • Retail • Manufacturing
Provides onboarding, Tier 1 technical support, training, troubleshooting, and service coordination for digital dentistry and CAD/CAM technologies. Supports 3D printers, scanners, imaging systems, dental software, computer hardware, and automation mills. Coordinates vendors, field technicians, installations, updates, documentation, knowledgebase content, task tracking, and resource allocation. Analyzes customer satisfaction data, triages issues, maintains records, and ensures support processes and documentation remain accurate.
Top Skills:
3D PrintersAutomation MillsBasecampCad/CamDental SoftwareDigital Imaging SoftwareMS OfficeScannersWindows
Edtech • Software
Manage and grow a portfolio of mid-market and enterprise customer accounts. Drive renewals, retention, expansions, and cross-sells while guiding onboarding and product adoption. Monitor customer health, mitigate churn, maintain accurate Salesforce pipelines and forecasts, and achieve ARR targets. Build trusted-advisor relationships, advocate for customers internally, collaborate with sales and cross-functional teams, and support strategic growth plans. Travel up to 30% may be required.
Top Skills:
Salesforce
Marketing Tech • Software
Manage a portfolio of SaaS managed-services clients, develop customer success strategies, drive product adoption, retention, upsell and cross-sell opportunities, and resolve complex issues. Collaborate with Sales, Product, Support, Managed Services, and leadership teams to improve customer experiences. Conduct reviews, analyze customer data, deliver onboarding and training initiatives, and support dental practices with comprehensive digital marketing strategies.
Top Skills:
Crm SystemsCustomer Engagement SoftwareMarketing AutomationPay-Per-Click Advertising (Ppc)SaaSSearch Engine Optimization (Seo)Social Media
Software
Manage relationships with targeted clients through phone and email, educate them about products and features, develop solutions for their needs, support successful platform adoption, increase retention and recurring revenue, and provide industry guidance. The role combines client success, strategic consulting, relationship management, and sales-oriented activities in a SaaS environment.
Top Skills:
AnalyticsCRMDatabasesMobile AppsSaaSSalesforce
Big Data • Cloud • Big Data Analytics
The Technical Customer Success Manager will manage customer onboarding, troubleshoot issues, build solutions, drive value, and identify growth opportunities.
Top Skills:
BashGainsightPowershellPythonSalesforceTerraform
Healthtech
Owns retention, expansion, and cross-sell for pharmaceutical manufacturer accounts. The Director builds executive relationships, leads business reviews, grows prescription script share, identifies new brand opportunities, and coordinates Strategy, Analytics, Product, and Operations teams. The role translates program data into commercial insights, advocates for client priorities internally, resolves risks proactively, and maintains account plans. Success is measured through renewals, account growth, cross-sell opportunities, executive engagement, and client advocacy.
Software • Energy
Support customer onboarding from sales handoff through go-live and ongoing operations. Responsibilities include preparing and running kickoff calls, collecting customer and site information, tracking implementation milestones, communicating about dispatch events and tests, monitoring site alerts, answering questions, escalating issues, maintaining HubSpot records, and improving onboarding materials. The role requires strong organization, clear communication, reliable follow-through, and availability during occasional after-hours dispatch events.
Top Skills:
Hubspot
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.
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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
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.
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
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