Configure Omada systems and monitor internal readiness for customer onboarding/offboarding. Manage the lifecycle of reporting requests, providing updates to CSMs and customers. Investigate, triage, and resolve cases from external customers and internal stakeholders.
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- Provide 1:1 virtual follow-ups with customers as they learn to use purchased products.
- Manage multiple projects and ensure on-time deliverables.
- Maintain strong communication skills and comfort in a customer-facing environment.
Bloomerang's powerful giving platform and stellar support enable tens of thousands of nonprofits to raise more, recruit more, and retain more.
You’ll guide clients through implementation and onboarding, ensuring they feel confident and supported as they begin using our platform. You’ll serve as a trusted partner throughout their transition to active adoption. You will play a key role in client satisfaction, long-term retention, and overall product engagement.
Carefeed is the platform senior living and long-term care providers use to bring order, clarity, and calm to their day.
The Associate Customer Success Manager builds strong relationships with customers and delivers solutions in a one-to-many model. They identify customer needs and coordinate internally to ensure timely solutions are delivered. In this role, you will assist new OSV customers through the readiness process for Workday services.
OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services.
- Provide administrative support across client-facing operations.
- Manage inbound and outbound communications and update CRM systems.
- Maintain regulatory compliance and support cross-department efforts.
Sentry Credit is a company specializing in collections operations.
We are looking for a motivated, curious, and independent individual to join our team and help shape the future of travel tech. The Onboarding team supports new customers right when they need it most, by migrating important content and providing personalized trainings. In this role, you’ll collaborate closely with Sales, Account Management, Product, and our customers.
WeTravel's mission is to help new customers get up and running quickly and effectively, empowering client’s businesses to grow.
- Assist with client onboarding process and perform demos.
- Maintain and improve relationships with existing clients.
- Identify accounts where the tool is underutilized .
Automatiq is the leading all-in-one software platform in the live event ticketing world, serving resellers of all sizes.
- Support Maven’s rapidly growing direct segment with a high level of responsibility and visibility across the team
- Serve as a member of the account team managing our book of Small and Medium size Businesses (SMB) through a pooled support inbox, as well as developing 1:many content that can be leveraged by all customer segments
- Utilize Salesforce Cases system for triage, communication and resolution workflows; partner closely with peers other team triage colleagues to ensure high level of accountability and limit redundancy in addressing client questions and concerns
Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us.
- Manage the end-to-end client lifecycle for a portfolio of partnership customers.
- Define, coordinate, and oversee project timelines, ensuring milestones are met with precision.
- Build and deepen trusted partnerships with customers, understanding their goals and working to surpass outcomes.
SWORD allows members to complete personalized physiotherapy from the comfort of home, with ongoing support and supervision from our team of licensed clinicians.
- Diagnose and resolve day-to-day technical issues.
- Set up accounts, access, and tools for new hires.
- Analyze recurring issues and implement improvements.
Advocate is a mission-driven organization helping people access government benefits and support. They combine expert advocacy with technology to streamline complex processes.
- Manage Support requests through email, phone, and chat channels
- Conduct troubleshooting calls, chats, and emails
- Interface with Product/Engineering to meet user needs
FiscalNote (NYSE: NOTE) is a leader in policy and global intelligence. By uniquely combining data, technology, and insights, FiscalNote empowers customers with critical insights and the tools to turn them into action. They value diversity and are committed to creating an inclusive environment for all their employees.
- Provide operational support for GTM processes, ensuring accuracy and efficiency.
- Manage Salesforce administration, reporting, and sales commissions.
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Duck Creek Technologies is the intelligent solutions provider defining the future of the property and casualty (P&C) and general insurance industry.
- Execute end-to-end onboarding for new clients and properties.
- Perform detailed, manual implementation work, including data setup.
- Work within Asana to manage tasks, workflows, and deadlines.
OurAssistants connects property management and service-based businesses with highly skilled virtual professionals. They specialize in supporting accounting, operations, and back-office roles for U.S.-based clients while fostering a collaborative and growth-driven remote environment.
- Support the Client Success Manager with day-to-day tasks such as email correspondence and meeting notes.
- Manage the client-facing inbox, responding to inquiries and escalating issues as needed.
- Analyze client data and metrics to generate insights for internal decision-making and client initiatives.
Cohere Health’s clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration.
The Zendesk Coordinator serves as the operational backbone for Twin Health’s Clinical Delivery Management (CDM) ticketing system. This role ensures that internal and external communications are accurately categorized, prioritized, and routed to the right teams. You’ll support early-stage responsibilities in CDM operations, including data entry, trend analysis, and system optimization across platforms such as Zendesk, Salesforce, and ClinicApp.
Twin Health empowers people to improve and prevent chronic metabolic diseases, like type 2 diabetes and obesity, with a new standard of care.
- Own the operational infrastructure, continuously improving all workforce systems and quality standards.
- Implement and maintain scheduling systems to ensure optimal coverage across all support channels.
- Drive the creation and maintenance of support documentation, knowledge bases, and standard operating procedures.
CopilotIQ + Biofourmis is transforming in-home care with the industry's first AI-driven platform that supports individuals through every stage of their health journey. They are helping people live healthier, longer lives by bringing personalized, proactive care directly into their homes.
- Provide timely and world class customer support to users via multiple channels
- Manage incoming support cases by prioritizing based on severity and or re-route to other departments as required
- Take ownership and follow up on open cases which are unresolved
PointClickCare is a health tech company that helps providers deliver exceptional care. They are founder-led and privately held, empowering their employees to push boundaries and innovate in healthcare and have over 30,000 provider organizations.
Own the implementation, configuration, and ongoing optimization of Gainsight. Design and manage customer engagement programs, including in-app journeys, email campaigns, and lifecycle workflows. Train and enable CS and Operations teams on using Gainsight effectively.
Hazel Health & Little Otter have joined forces to deliver comprehensive services to the children and families we serve.
Lead seamless onboarding experiences that set customers up for success and establish VanishID as a trusted partner in protecting their digital footprint. Build lasting partnerships with customers through proactive engagement, regular check-ins, and responsive support. Identify opportunities to expand accounts and ensure customer feedback shapes our product and service offerings.
VanishID is a cybersecurity company that offers privacy services to protect against a wide range of cyber and physical threats.
The role is the first line of support for clients and investors for all things Figure Markets. Act as a bridge between customers and internal teams to address any concerns and to ensure customer satisfaction. Provide technical support and troubleshooting, triage and route the identification of technical bugs, and track until resolved.
Figure is transforming capital markets through blockchain, combining transparency and efficiency with AI-driven automation to reimagine loan origination and trading.
- Own the operational rhythm of customer success and design systems to move accounts toward positive health indicators.
- Design and execute partner implementation and member onboarding at scale using HubSpot, Zapier, and Slack.
- Continuously optimize processes, identify bottlenecks, and run experiments to improve speed, accuracy, and scalability across CX operations.
Mento is a human and AI coaching company with the mission to help people perform their best at work. They are empowering employees at fast-growing companies and have experienced 5x user growth and 3x revenue growth in the past year.