Customer Success Specialist Jobs

Lead Specialist, Customer Success - Energy Trading

From $50/yr

Wood Mackenzie is the global leader in analytics, insights and proprietary data across the entire energy and natural resources landscape. For over 50 years our work has guided the decisions of the world’s most influential energy producers, utilities companies, financial institutions and governments. Now, with the world’s energy system more complex and interconnected than ever before, sector-specific views are no longer enough. That’s why we’ve redefined what’s possible with Intelligence Connected. By fusing our unparalleled proprietary data with the sharpest analytical minds, all supercharged by Synoptic AI, we deliver a clear, interconnected view of the entire value chain. Our trusted team of 2,700 experts across 30 countries breaks siloes and connects industries, markets and regions across the globe. This empowers our customers to identify risk sooner, spot opportunities faster and recalibrate strategy with confidence – whether planning days, weeks, months or decades ahead. Wood Mackenzie Intelligence Connected WoodMac.com Wood Mackenzie Brand Video Wood Mackenzie Values * Inclusive – we succeed together * Trusting – we choose to trust each other * Customer committed – we put customers at the heart of our decisions * Future Focused – we accelerate change * Curious – we turn knowledge into action RoleOverview As a Customer Success Manager, you will serve as the primary advocate and strategist for clients in the trading arena—particularly those focused on short-term, real-time markets. You’ll work autonomously and proactively, partnering with cross-functional teams to help energy traders, risk managers, and analysts unlock value from our tools and data across the business. You’ll lead QBRs, success planning, playbook execution and development, training sessions, coordinate presentations and other value add engagement and ensure our clients see immediate, impactful results. Key Responsibilities * Build and nurture strategic relationships with short-term, real-time focused clients (e.g., traders, risk teams, and market analysts). * Plan and execute Quarterly Business Reviews (QBRs) and develop customer success plans, emphasizing actionable outcomes and ROI. * Create and maintain customer playbooks tailored to real-time trading workflows and responsive data needs. * Facilitate client onboarding and live training sessions to ensure users integrate our insights into their workflows. * Serve as the voice of the customer, driving cross-functional alignment—including support, product, analytics, and tech teams—to resolve issues and capture opportunities. * Proactively monitor customer health metrics, usage data, and feature engagement; escalate and mitigate risks to prevent churn. * Identify expansion opportunities through deep understanding of clients’ evolving workflows and technology needs. * Act as an internal educator, sharing client challenges and feature requests with the broader team to inform product development. Essential Competencies \& Experience Technical \& Industry Expertise * Deep experience engaging with the trading community, especially within oil, gas, and power markets. * Strong knowledge of real-time and short-term energy markets, data use cases, and volatility drivers. * Comfortable explaining technical concepts and tools (e.g., APIs, data feeds, analytics platforms) to both technical and business stakeholders. Customer Success \& Strategic Thinking * Proven track record with QBRs, success planning, and developing scalable playbooks for complex customer profiles. * Highly proactive, with a “self-starter” mindset—capable of working independently, managing priorities, and driving outcomes. * Skilled at problem-solving, with the ability to navigate fast-paced, high-stakes customer environments. Relationship \& Communication Skills * Exceptional relationship-building skills—able to connect with traders, analysts, and power market stakeholders. * Effective communicator, both oral and written; skilled at translating data/technical offerings into business value. * Empathetic, patient, and responsive—especially under pressure, adapting to client urgency and real-time demands. Cross-Functional Collaboration * Experience working in matrixed environments and have evidence of flourishing in collaborative settings alongside sales, product/research, product specialists, and support. * Able to balance SLA-driven expectations and short-response timelines with strategic, long-term engagement. Why Wood Mackenzie? * Join an industry-leading team delivering insights that shape global energy markets. * Advance your career in a fast-evolving, impactful space—helping clients solve real-time market challenges. * Be part of a supportive culture that values autonomy, collaboration, and innovation. Equal Opportunities We are an equal opportunities employer. This means we are committed to recruiting the best people regardless of their race, colour, religion, age, sex, national origin, disability or protected veteran status. You can find out more about your rights under the law at www.eeoc.gov If you are applying for a role and have a physical or mental disability, we will support you with your application or through the hiring process.

Customer Success & Retention Specialist (Benefits Program)

Customer Success Specialist

Why Choose Bottomline? Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We're looking for passionate individuals to join our team and help drive impactful results for our customers. If you're dedicated to delighting customers and promoting growth and innovation - we want you on our te

Italian- Customer Success Manager: Program Specialist

Implementation Specialist/Customer Success Manager PA

Customer Success Specialist, In-Store

About the Team ------------------ The Customer Success team at DoorDash supports and powers the SevenRooms product, helping hospitality operators unlock the full value of the platform. We are a global, collaborative group of relationship builders, problem solvers, and product experts who help drive successful adoption and long-term growth. Our team helps customers build stronger relationships with their guests and run more effective In-Store operations. About the Role ------------------ As a Customer Success Specialist, you will play a key role in driving long-term customer success by supporting clients throughout their entire lifecycle – from deployment and training through adoption and optimization. You'll manage a portfolio of customers, build strong relationships, and help hospitality operators maximize the value of DoorDash's In-Store solutions. This role is ideal for someone who enjoys balancing relationship management with data-driven insights, thrives in a fast-paced environment, and is motivated by helping customers grow their businesses. You'll work cross-functionally across the In-Store organization and report to a Customer Success Manager or Team Lead. You'll join a team that values ownership, collaboration, and continuous learning, with the tools and support needed to grow your career. We expect this role to be flexible, with some time in office and some time remote. You will need the ability to travel as needed for in-person collaboration through training, offsites, team-building events, and other business-related necessities. You're excited about this opportunity because you will… ----------------------------------------------------------- Manage your book of business ensuring strong customer health and adoption. Achieve gross-and-net retention revenue targets while identifying upsell opportunities to pass to our account development teams. Develop success plans to ensure customer objectives are achieved. Build strong, long-lasting relationships and become a trusted advisor with key stakeholders and executive sponsors using our product and service offerings. Maintain data integrity to track key metrics, specifically ROI. Analyze your findings and make recommendations to optimize for maximum revenue while demonstrating clear business value. Become an expert on our In-Store platform providing technical and business solutions. Assist with product adoption and optimization to help clients maximize their investment and success. Work seamlessly with various teams across our In-Store division. Ensure we're delivering quality and thoughtful products to our clients through effective cross-functional collaboration. We're excited about you because you have… --------------------------------------------- 2+ years of experience in Customer Success, Account Management, or a related customer-facing role Strong written and verbal communication skills, with the ability to engage and influence stakeholders at all levels, including executive audiences Experience managing multiple priorities or projects simultaneously while maintaining strong attention to detail A customer-first mindset with a passion for helping businesses succeed through thoughtful problem-solving Comfort working in collaborative, cross-functional environments while staying focused on customer outcomes Notice to Applicants for Jobs Located in NYC or Remote Jobs Associated With Office in NYC Only We use Covey as part of our hiring and/or promotional process for jobs in NYC and certain features may qualify it as an AEDT in NYC. As part of the hiring and/or promotion process, we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound from August 21, 2023, through December 21, 2023, and resumed using Covey Scout for Inbound again on June 29, 2024. The Covey tool has been reviewed by an independent auditor. Results of the audit may be viewed here: Covey About DoorDash ------------------ At DoorDash, our mission to empower local economies shapes how our team members move quickly, learn, and reiterate in order to make impactful decisions that display empathy for our range of users—from Dashers to merchant partners to consumers. We are a technology and logistics company that started with door-to-door delivery, and we are looking for team members who can help us go from a company that is known for delivering food to a company that people turn to for any and all goods. DoorDash is growing rapidly and changing constantly, which gives our team members the opportunity to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting employees' happiness, healthiness, and overall well-being by providing comprehensive benefits and perks including premium healthcare, wellness expense reimbursement, paid parental leave and more. Our Commitment to Diversity and Inclusion --------------------------------------------- We're committed to growing and empowering a more inclusive community within our company, industry, and cities. That's why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel. Statement of Non-Discrimination: In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Above and beyond discrimination and harassment based on "protected categories," we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at DoorDash. We value a diverse workforce – people who identify as women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or Latinx, Native Hawaiian or Other Pacific Islander, differently-abled, caretakers and parents, and veterans are strongly encouraged to apply. Thank you to the Level Playing Field Institute for this statement of non-discrimination. Pursuant to the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, and any other state or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation. If you need any accommodations, please inform your recruiting contact upon initial connection.

Customer Success Specialist

CyberSheath Services International LLC is a rapidly growing Managed Services Provider primarily focused on providing CMMC Compliance and Cybersecurity services to the Defense Industrial Base. We are excited to be expanding our staff due to our growth and are looking to add a Customer Success Specialist to our team. CyberSheath integrates compliance and threat mitigation efforts and eliminates redundant security practices that do not improve and may weaken an organization's security posture. Our professionals advise clients where to stop spending, where to invest, and how to take what they are already doing and integrate it in a way that delivers improved security. Successful candidates for CyberSheath are self-motivated, think out of the box, work, and solve issues independently. Confident doers who get the job done and strive to do the right thing, even when no one is looking, are the types of candidates who thrive in our culture. Our most successful team members are self-starters who are comfortable wearing multiple hats and operating in a fast-growing, high-accountability environment. About the Role CyberSheath, a fast-growing, private equity-backed cybersecurity company, is seeking a Customer Success Specialist to support our Customer Success Managers and help scale a world-class customer success operation. This is a high-impact, execution-focused, back-office role responsible for enabling CSMs to operate at maximum effectiveness. The Customer Success Specialist ensures that meetings are prepared, renewals are tracked, follow-ups are executed, data is organized, and customer engagement is operationally tight. This role is ideal for someone who is highly organized, detail-oriented, and execution-driven. You will not be successful in this role by simply reacting to emails. You must be structured, proactive, and relentless about follow-through. Customer Success Specialists do not own customer relationships directly. Instead, they enable CSMs to operate as true account owners by handling the operational, administrative, and coordination work that keeps accounts running smoothly. Key Responsibilities Customer Success Operations Support a team of Customer Success Managers with day-to-day operational execution Prepare materials for customer meetings, QBRs, and executive reviews Build and maintain customer account documentation, notes, and records Track customer action items and ensure follow-through Meeting and Communication Support Prepare agendas, presentations, and supporting documentation for customer meetings Capture and distribute meeting notes with clear action items and owners Maintain organized customer communication records Coordinate internal and external meeting scheduling Renewal and Licensing Support Track licensing renewals, contract milestones, and expiration dates Support renewal workflows and follow-up activities Coordinate with procurement, finance, and engineering teams to ensure accurate renewal execution Maintain renewal tracking dashboards and reporting Data, Reporting and Instrumentation Maintain customer health data, dashboards, and reporting Track KPIs including backlog, ticket volume, escalations, renewals, and account status Ensure CRM and internal systems remain accurate and up to date Produce weekly and monthly reporting for CSM leadership Process and Playbook Execution Execute existing Customer Success playbooks and workflows Identify process gaps and recommend improvements Help scale and standardize customer success operations as the company grows What Success Looks Like CSMs are fully prepared for every customer meeting Renewal cycles are predictable, organized, and never last-minute Customer records are clean, accurate, and current Action items never fall through the cracks Leadership has real-time visibility into account health The Customer Success organization runs with discipline and structure Who You Are Execution-Driven. You love closing loops and finishing what you start Highly Organized. You build structure where others see chaos Detail-Oriented. You notice what others miss Proactive. You do not wait for someone to tell you what to do Process-Minded. You enjoy building repeatable systems Accountable. You own your work and take pride in operational excellence Comfortable in Fast-Paced Environments. You thrive in growth Why This Role Be a core part of scaling a best-in-class Customer Success organization Work at the center of compliance, cybersecurity, and managed IT Gain exposure to executive-level customer relationships Build foundational operational experience inside a high-growth company Work remotely in a high-performance culture Be measured on execution, reliability, and impact Preferred Qualifications 2+ years of experience in customer success operations, account operations, or sales operations Experience in a technology, MSP, SaaS, or cybersecurity environment preferred Strong proficiency with CRM systems, ticketing platforms, and reporting tools Excellent written and verbal communication skills Strong organizational and documentation skills Advanced proficiency with Excel, PowerPoint, and collaboration tools Work Environment Virtual work environment CyberSheath is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, age, protected veteran status, among other things, or status as a qualified individual with a disability.*

Customer Success Specialist

CyberSheath Services International LLC is a rapidly growing Managed Services Provider primarily focused on providing CMMC Compliance and Cybersecurity services to the Defense Industrial Base. We are excited to be expanding our staff due to our growth and are looking to add a Customer Success Specialist to our team. CyberSheath integrates compliance and threat mitigation efforts and eliminates redundant security practices that do not improve and may weaken an organization's security posture. Our professionals advise clients where to stop spending, where to invest, and how to take what they are already doing and integrate it in a way that delivers improved security. Successful candidates for CyberSheath are self-motivated, think out of the box, work, and solve issues independently. Confident doers who get the job done and strive to do the right thing, even when no one is looking, are the types of candidates who thrive in our culture. Our most successful team members are self-starters who are comfortable wearing multiple hats and operating in a fast-growing, high-accountability environment. About the Role CyberSheath, a fast-growing, private equity-backed cybersecurity company, is seeking a Customer Success Specialist to support our Customer Success Managers and help scale a world-class customer success operation. This is a high-impact, execution-focused, back-office role responsible for enabling CSMs to operate at maximum effectiveness. The Customer Success Specialist ensures that meetings are prepared, renewals are tracked, follow-ups are executed, data is organized, and customer engagement is operationally tight. This role is ideal for someone who is highly organized, detail-oriented, and execution-driven. You will not be successful in this role by simply reacting to emails. You must be structured, proactive, and relentless about follow-through. Customer Success Specialists do not own customer relationships directly. Instead, they enable CSMs to operate as true account owners by handling the operational, administrative, and coordination work that keeps accounts running smoothly. Key Responsibilities Customer Success Operations Support a team of Customer Success Managers with day-to-day operational execution Prepare materials for customer meetings, QBRs, and executive reviews Build and maintain customer account documentation, notes, and records Track customer action items and ensure follow-through Meeting and Communication Support Prepare agendas, presentations, and supporting documentation for customer meetings Capture and distribute meeting notes with clear action items and owners Maintain organized customer communication records Coordinate internal and external meeting scheduling Renewal and Licensing Support Track licensing renewals, contract milestones, and expiration dates Support renewal workflows and follow-up activities Coordinate with procurement, finance, and engineering teams to ensure accurate renewal execution Maintain renewal tracking dashboards and reporting Data, Reporting and Instrumentation Maintain customer health data, dashboards, and reporting Track KPIs including backlog, ticket volume, escalations, renewals, and account status Ensure CRM and internal systems remain accurate and up to date Produce weekly and monthly reporting for CSM leadership Process and Playbook Execution Execute existing Customer Success playbooks and workflows Identify process gaps and recommend improvements Help scale and standardize customer success operations as the company grows What Success Looks Like CSMs are fully prepared for every customer meeting Renewal cycles are predictable, organized, and never last-minute Customer records are clean, accurate, and current Action items never fall through the cracks Leadership has real-time visibility into account health The Customer Success organization runs with discipline and structure Who You Are Execution-Driven. You love closing loops and finishing what you start Highly Organized. You build structure where others see chaos Detail-Oriented. You notice what others miss Proactive. You do not wait for someone to tell you what to do Process-Minded. You enjoy building repeatable systems Accountable. You own your work and take pride in operational excellence Comfortable in Fast-Paced Environments. You thrive in growth Why This Role Be a core part of scaling a best-in-class Customer Success organization Work at the center of compliance, cybersecurity, and managed IT Gain exposure to executive-level customer relationships Build foundational operational experience inside a high-growth company Work remotely in a high-performance culture Be measured on execution, reliability, and impact Preferred Qualifications 2+ years of experience in customer success operations, account operations, or sales operations Experience in a technology, MSP, SaaS, or cybersecurity environment preferred Strong proficiency with CRM systems, ticketing platforms, and reporting tools Excellent written and verbal communication skills Strong organizational and documentation skills Advanced proficiency with Excel, PowerPoint, and collaboration tools Work Environment Virtual work environment CyberSheath is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, age, protected veteran status, among other things, or status as a qualified individual with a disability.*

Customer Success Specialist

Why Choose Bottomline? Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We're looking for passionate individuals to join our team and help drive impactful results for our customers. If you're dedicated to delighting customers and promoting growth and innovation - we want you on our te

Customer Success Specialist

Customer Success Specialist

Why Choose Bottomline? Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We're looking for passionate individuals to join our team and help drive impactful results for our customers. If you're dedicated to delighting customers and promoting growth and innovation - we want you on our te

Italian- Customer Success Manager: Program Specialist

Customer Success Specialist, In-Store

About the Team ------------------ The Customer Success team at DoorDash supports and powers the SevenRooms product, helping hospitality operators unlock the full value of the platform. We are a global, collaborative group of relationship builders, problem solvers, and product experts who help drive successful adoption and long-term growth. Our team helps customers build stronger relationships with their guests and run more effective In-Store operations. About the Role ------------------ As a Customer Success Specialist, you will play a key role in driving long-term customer success by supporting clients throughout their entire lifecycle – from deployment and training through adoption and optimization. You'll manage a portfolio of customers, build strong relationships, and help hospitality operators maximize the value of DoorDash's In-Store solutions. This role is ideal for someone who enjoys balancing relationship management with data-driven insights, thrives in a fast-paced environment, and is motivated by helping customers grow their businesses. You'll work cross-functionally across the In-Store organization and report to a Customer Success Manager or Team Lead. You'll join a team that values ownership, collaboration, and continuous learning, with the tools and support needed to grow your career. We expect this role to be flexible, with some time in office and some time remote. You will need the ability to travel as needed for in-person collaboration through training, offsites, team-building events, and other business-related necessities. You're excited about this opportunity because you will… ----------------------------------------------------------- Manage your book of business ensuring strong customer health and adoption. Achieve gross-and-net retention revenue targets while identifying upsell opportunities to pass to our account development teams. Develop success plans to ensure customer objectives are achieved. Build strong, long-lasting relationships and become a trusted advisor with key stakeholders and executive sponsors using our product and service offerings. Maintain data integrity to track key metrics, specifically ROI. Analyze your findings and make recommendations to optimize for maximum revenue while demonstrating clear business value. Become an expert on our In-Store platform providing technical and business solutions. Assist with product adoption and optimization to help clients maximize their investment and success. Work seamlessly with various teams across our In-Store division. Ensure we're delivering quality and thoughtful products to our clients through effective cross-functional collaboration. We're excited about you because you have… --------------------------------------------- 2+ years of experience in Customer Success, Account Management, or a related customer-facing role Strong written and verbal communication skills, with the ability to engage and influence stakeholders at all levels, including executive audiences Experience managing multiple priorities or projects simultaneously while maintaining strong attention to detail A customer-first mindset with a passion for helping businesses succeed through thoughtful problem-solving Comfort working in collaborative, cross-functional environments while staying focused on customer outcomes Notice to Applicants for Jobs Located in NYC or Remote Jobs Associated With Office in NYC Only We use Covey as part of our hiring and/or promotional process for jobs in NYC and certain features may qualify it as an AEDT in NYC. As part of the hiring and/or promotion process, we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound from August 21, 2023, through December 21, 2023, and resumed using Covey Scout for Inbound again on June 29, 2024. The Covey tool has been reviewed by an independent auditor. Results of the audit may be viewed here: Covey About DoorDash ------------------ At DoorDash, our mission to empower local economies shapes how our team members move quickly, learn, and reiterate in order to make impactful decisions that display empathy for our range of users—from Dashers to merchant partners to consumers. We are a technology and logistics company that started with door-to-door delivery, and we are looking for team members who can help us go from a company that is known for delivering food to a company that people turn to for any and all goods. DoorDash is growing rapidly and changing constantly, which gives our team members the opportunity to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting employees' happiness, healthiness, and overall well-being by providing comprehensive benefits and perks including premium healthcare, wellness expense reimbursement, paid parental leave and more. Our Commitment to Diversity and Inclusion --------------------------------------------- We're committed to growing and empowering a more inclusive community within our company, industry, and cities. That's why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel. Statement of Non-Discrimination: In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Above and beyond discrimination and harassment based on "protected categories," we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at DoorDash. We value a diverse workforce – people who identify as women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or Latinx, Native Hawaiian or Other Pacific Islander, differently-abled, caretakers and parents, and veterans are strongly encouraged to apply. Thank you to the Level Playing Field Institute for this statement of non-discrimination. Pursuant to the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, and any other state or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation. If you need any accommodations, please inform your recruiting contact upon initial connection.

Customer Success Specialist

CyberSheath Services International LLC is a rapidly growing Managed Services Provider primarily focused on providing CMMC Compliance and Cybersecurity services to the Defense Industrial Base. We are excited to be expanding our staff due to our growth and are looking to add a Customer Success Specialist to our team. CyberSheath integrates compliance and threat mitigation efforts and eliminates redundant security practices that do not improve and may weaken an organization's security posture. Our professionals advise clients where to stop spending, where to invest, and how to take what they are already doing and integrate it in a way that delivers improved security. Successful candidates for CyberSheath are self-motivated, think out of the box, work, and solve issues independently. Confident doers who get the job done and strive to do the right thing, even when no one is looking, are the types of candidates who thrive in our culture. Our most successful team members are self-starters who are comfortable wearing multiple hats and operating in a fast-growing, high-accountability environment. About the Role CyberSheath, a fast-growing, private equity-backed cybersecurity company, is seeking a Customer Success Specialist to support our Customer Success Managers and help scale a world-class customer success operation. This is a high-impact, execution-focused, back-office role responsible for enabling CSMs to operate at maximum effectiveness. The Customer Success Specialist ensures that meetings are prepared, renewals are tracked, follow-ups are executed, data is organized, and customer engagement is operationally tight. This role is ideal for someone who is highly organized, detail-oriented, and execution-driven. You will not be successful in this role by simply reacting to emails. You must be structured, proactive, and relentless about follow-through. Customer Success Specialists do not own customer relationships directly. Instead, they enable CSMs to operate as true account owners by handling the operational, administrative, and coordination work that keeps accounts running smoothly. Key Responsibilities Customer Success Operations Support a team of Customer Success Managers with day-to-day operational execution Prepare materials for customer meetings, QBRs, and executive reviews Build and maintain customer account documentation, notes, and records Track customer action items and ensure follow-through Meeting and Communication Support Prepare agendas, presentations, and supporting documentation for customer meetings Capture and distribute meeting notes with clear action items and owners Maintain organized customer communication records Coordinate internal and external meeting scheduling Renewal and Licensing Support Track licensing renewals, contract milestones, and expiration dates Support renewal workflows and follow-up activities Coordinate with procurement, finance, and engineering teams to ensure accurate renewal execution Maintain renewal tracking dashboards and reporting Data, Reporting and Instrumentation Maintain customer health data, dashboards, and reporting Track KPIs including backlog, ticket volume, escalations, renewals, and account status Ensure CRM and internal systems remain accurate and up to date Produce weekly and monthly reporting for CSM leadership Process and Playbook Execution Execute existing Customer Success playbooks and workflows Identify process gaps and recommend improvements Help scale and standardize customer success operations as the company grows What Success Looks Like CSMs are fully prepared for every customer meeting Renewal cycles are predictable, organized, and never last-minute Customer records are clean, accurate, and current Action items never fall through the cracks Leadership has real-time visibility into account health The Customer Success organization runs with discipline and structure Who You Are Execution-Driven. You love closing loops and finishing what you start Highly Organized. You build structure where others see chaos Detail-Oriented. You notice what others miss Proactive. You do not wait for someone to tell you what to do Process-Minded. You enjoy building repeatable systems Accountable. You own your work and take pride in operational excellence Comfortable in Fast-Paced Environments. You thrive in growth Why This Role Be a core part of scaling a best-in-class Customer Success organization Work at the center of compliance, cybersecurity, and managed IT Gain exposure to executive-level customer relationships Build foundational operational experience inside a high-growth company Work remotely in a high-performance culture Be measured on execution, reliability, and impact Preferred Qualifications 2+ years of experience in customer success operations, account operations, or sales operations Experience in a technology, MSP, SaaS, or cybersecurity environment preferred Strong proficiency with CRM systems, ticketing platforms, and reporting tools Excellent written and verbal communication skills Strong organizational and documentation skills Advanced proficiency with Excel, PowerPoint, and collaboration tools Work Environment Virtual work environment CyberSheath is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, age, protected veteran status, among other things, or status as a qualified individual with a disability.*

Customer Success Specialist

From $35/yr

Why Choose Bottomline? Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We're looking for passionate individuals to join our team and help drive impactful results for our customers. If you're dedicated to delighting customers and promoting growth and innovation - we want you on our te

Customer Success Specialist

$80,000 - $95,000/yr

Overview ClickMint is hiring a proactive, people-first Customer Success Specialist to serve as the connective tissue between our high-growth clients and our internal strategy, product, and engineering teams. This isn’t a support role—it’s a strategic function critical to client retention, expansion, and performance outcomes. The ideal candidate is equal parts relationship-builder, problem-solver, and growth strategist. You’ll work closely with e-commerce brands at the forefront of their industries, helping them extract maximum value from ClickMint’s AI-powered optimization engine and high-touch service model—all from our sun-drenched Malibu office just steps from the beach. About ClickMint ClickMint is a boutique, tech-powered conversion rate optimization agency that helps tomorrow’s leading e-commerce brands scale smarter. Founded by the creator of one of Inc. Magazine’s Top 50 marketing firms in the U.S.—a 7-time Inc. Fastest-Growing Privately Held Company and 2-time Best Workplace h

Customer Success Operations Specialist

From $201/yr

Customer Success Operations Specialist Blockchain.com is connecting the world to the future of finance. As the most trusted and fastest-growing global crypto company, it helps millions of people worldwide safely access cryptocurrency. Since its inception in 2011, Blockchain.com has earned the trust of over 90 million wallet holders and more than 40 million verified users, facilitating over $1 trillion in crypto transactions. We’re looking for a Customer Success Operations & Enablement Specialist to join our Customer Success team. At Blockchain.com, we thrive in a high-performance culture defined by ownership, collaboration, and continuous improvement. As CS Ops & Enablement Specialist, you will be instrumental in strengthening how our department runs, ensuring our leaders are trained and equipped, and driving improvements based on actionable insights. WHAT YOU WILL DO - Design, document, and improve customer success processes, workflows, and operational playbooks. - Partner with the CS

Customer Success Operations Specialist

Customer Success Operations Specialist Blockchain.com is connecting the world to the future of finance. As the most trusted and fastest-growing global crypto company, it helps millions of people worldwide safely access cryptocurrency. Since its inception in 2011, Blockchain.com has earned the trust of over 90 million wallet holders and more than 40 million verified users, facilitating over $1 trillion in crypto transactions. We’re looking for a Customer Success Operations & Enablement Specialist to join our Customer Success team. At Blockchain.com, we thrive in a high-performance culture defined by ownership, collaboration, and continuous improvement. As CS Ops & Enablement Specialist, you will be instrumental in strengthening how our department runs, ensuring our leaders are trained and equipped, and driving improvements based on actionable insights. WHAT YOU WILL DO - Design, document, and improve customer success processes, workflows, and operational playbooks. - Partner with the CS

Customer Success Specialist

From $35/yr

Why Choose Bottomline? Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We're looking for passionate individuals to join our team and help drive impactful results for our customers. If you're dedicated to delighting customers and promoting growth and innovation - we want you on our te