What Client Success Manager Jobs are in remote?

Job Description
Develop expertise in Rouse product offerings
- Serve as the primary point of contact between Rouse and our customers
- Proactively interface with multiple levels of client management, building rapport and
strong professional relationships
- Lead Quarterly Business Reviews (QBRs) and manage regular check-in calls to drive
adoption, solve tactical issues, and identify product development/up-sell opportunities
- Act as a strategic advisor, working with customers to understand how best to use our
services and providing valuable feedback to business and development teams
- Help clients better understand the full potential of our products
- Translate complex client requests into technical and/or engineering requirements
- Take ownership of high-level escalations, quarterbacking and managing internal teams
from troubleshooting to completion
Act as a key liaison between clients and the Product Development team
- Manage backlogs and timelines on behalf of large enterprise clients
- Oversee technical implementation details for each client (business rules, data
processes, etc.), and ensure up-to-date documentation
- Build comprehensive presentation materials and present data-driven findings to
executive teams
- Lead web-based trainings, conference calls and in-person client meetings
- Mentor junior Client Success Managers and assist in developing internal CS playbooks
and scalable processes.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
A great professional communicator, both written and verbal - Proven track record of managing and expanding complex customer
relationships effectively - Solid technical skills (Excel) - Experience with SQL, PowerPoint, and Salesforce (or similar CRMs)
is highly preferred - Ability to grasp and clearly explain complex technical concepts - Ability to respond to

**Job Description**
This position has been deemed critical by the School of Engineering Dean's Office and is exempt from the hiring freeze.
Visa Sponsorship is not available for this position. All candidates must be eligible to work and live in the U.S.
**The School of Engineering**
Stanford Engineering has been at the forefront of innovation for nearly a century, creating pivotal technologies that have transformed the worlds of information technology, communications, health care, energy, business and beyond. Our faculty and students are creative risk-takers who pursue excellence across a breadth of disciplines. Our alumni include some of the world's most successful leaders in technology and business. Our staff are critical to enabling Stanford Engineering to accomplish its mission: seeking solutions to some of the world's most urgent challenges and educating leaders who will make the world a better place through the power of engineering principles, techniques and systems.
The Stanford Engineering Center for Global and Online Education (CGOE), part of the School of Engineering (SoE) is seeking a highly motivated and team focused individual to join our Client Success and Engagement team, as a Client Success Manager. In this fast-paced environment, the successful candidate should have the ability to manage multiple programs, possess a strong attention to detail, thrive in a deadline driven environment, and possess exceptional communication and collaboration skills, including the ability to effectively and inclusively interact with people across cultures.
The successful candidate will provide client and learner operational support for individually assigned Stanford Online graduate certificate programs. This role will create and maintain the Stanford Online graduate portfolio sales lead intake process and ensure a high satisfaction customer experience for assigned programs such as the School of Engineering graduate certificate programs. The emphasis of this role is on providing organized and effective program support in all areas of learner experience with the aim of providing faculty, staff and students with the highest professional support standards.
**In this role, you will:**
+ Execute product/ program plan definition, and detailed rollout schedule, including collaboration with internal stakeholders.
+ Collaborate with the marketing team to develop and execute a marketing plan, assessing, and revising as necessary to meet goals.
+ Implement conversion strategy to meet product/program goals.
+ Deliver an experience that leads to high customer satisfaction and advocacy for the program.
+ Conduct analysis and make recommendations regarding the direction of the program or product.
+ Actively participates in efforts to improve processes, programs and business across the department.
+ Secure, plan, and coordinate program support with external consultants, lecturers, and/or service providers
+ Provide learner/participant, client, faculty, and stakeholder communication, logistic, and technical support in all phases of program planning, implementation, and closeout.
**Additional responsibilities include:**
+ As a program services manager, this role will be responsible for owning the graduate enrollment experience as well as information designed and communicated via web, program forms, chatbot and campaigns.
+ Focus on interpreting and administering university policies and procedures regarding program applications, course advising, enrollment requirements, tuition payments and other academic support services.
+ This role will help coordinate the advancement of learner support processes and technology and will be required to engage, learn and actively collaborate within the School of Engineering.
This position is eligible for a hybrid work arrangement with a minimum of 3 days/week working at the Stanford main campus, subject to operational needs.
The expected range for this position is $97,298 - $124,375 per annum.

The Client Success Manager (CSM) serves as the primary post-implementation relationship owner for a portfolio of clients using Sage Intacct and related Sage construction and financial management solutions. The CSM is accountable for driving client satisfaction, software adoption, subscription renewals, and revenue expansion through a deep understanding of each client's business goals and the value our solutions deliver against them.
This is not a support role - it is a strategic, P&L - contributing position. The ideal candidate combines a consultative mindset with a working knowledge of Sage Intacct (including the Construction module) and third-party add-ons, strong relationship management skills, and a genuine drive to help clients realize the full return on their technology investment.
**KEY RESPONSIBILITIES**
**Renewals & Expansion Revenue**
+ Own the full renewal cycle for an assigned book of business - forecast accurately, initiate conversations 90+ days in advance, and execute renewals on time with high retention rates.
+ Identify and pursue upsell and cross-sell opportunities, including additional modules, user licenses, integrations, managed services, professional services engagements and upsell/cross sell opportunities across the firm's service offerings.
+ Conduct regular Business Reviews (QBRs/EBRs) with client stakeholders to demonstrate ROI, align on goals, and surface expansion opportunities organically.
+ Serve as the internal advocate for client needs - coordinate with sales, implementation, and support teams to ensure client commitments are met and revenue risk is mitigated.
+ Maintain accurate opportunity and renewal data in CRM; provide regular pipeline reporting to leadership.
**Ongoing Training & Feature Adoption**
+ Proactively educate clients on new Sage Intacct features, quarterly product releases, and underutilized capabilities relevant to their industry and workflow.
+ Develop and deliver tailored adoption plans for clients with static system use - identifying gaps between current usage and available functionality and building a roadmap to address them.
+ Lead or coordinate training sessions (live, virtual, and recorded) for client end-users, power users, and finance/accounting staff.
+ Monitor client product utilization data to identify disengagement early and intervene with targeted enablement before churn risk escalates.
+ Translate Sage product updates - particularly Sage Intacct enhancements around AP automation, WIP reporting, compliance, billing, and AI tools - into clear, tangible value for each client.
**Client Relationship Management**
+ Maintain a regular cadence of meaningful client touchpoints - not just check-ins, but structured conversations tied to business outcomes and product value.
+ Build multi-threaded relationships across client organizations (CFO, Controller, IT, Operations) to reduce single-point-of-contact risk.
+ Serve as an escalation partner for complex or sensitive client issues, coordinating resolution across internal teams while preserving the client relationship.
+ Capture client feedback and advocate for product enhancements or process improvements through appropriate internal channels.
**PERFORMANCE METRICS**
Success in this role will be measured by:
+ Net Revenue Retention (NRR) across assigned portfolio
+ Expansion Revenue - upsell/cross-sell ARR closed per quarter
+ Client Health Scores - tracked and improved over time
+ Feature Adoption Rate - measured increase in module/feature utilization
+ QBR/PBR completion rate and client satisfaction scores
**QUALIFICATIONS**
**Required**
+ 3+ years of experience in Client Success, Account Management, or similar client-facing role within a B2B software or professional services environment.
+ Demonstrated track record of owning renewals and hitting retention/expansion targets.
+ Working knowledge of Sage Intacct or comparable ERP/accounting software (QuickBooks, NetSuite, Acumatica, etc.).
+ Strong understanding of accounting concepts - AP/AR, general ledger, project costing, WIP, and financial reporting.
+ Excellent communication and presentation skills; comfortable presenting to C-suite stakeholders.
+ Highly organized with the ability to manage a portfolio of accounts simultaneously.
+ Proficiency with CRM platforms (Salesforce, HubSpot, or similar) for pipeline and activity tracking.
**Preferred**
+ Hands-on experience with Sage Intacct Construction - familiarity with WIP schedules, AIA billing, lien waivers, subcontractor compliance, and project cost tracking is a strong differentiator.
+ Prior experience at a Sage VAR, Intacct reseller, ISV or ERP consulting partner.
+ Experience delivering software training or enablement to finance/accounting teams.
+ Exposure to construction, real estate, healthcare, nonprofit, or professional services verticals.
+ Bachelor's degree in Business, Accounting, Finance, or a related field (or equivalent practical experience).
**CORE COMPETENCIES**
**Client Orientation**
Consistently puts the client's long-term success above short-term convenience.
**Commercial Acumen**
Understands revenue drivers and identifies growth opportunities naturally in client conversations.
**Proactive Communication**
Anticipates client needs and communicates clearly without waiting to be asked.
**Product Expertise**
Stays current on Sage Intacct releases and translates new features into client value.
**Organizational Skills**
Manages a large portfolio with consistent follow-through, documentation, and prioritization.
**Collaborative Drive**
Works effectively across sales, implementation, support, and leadership to deliver results. ( #ZR )
**What you can expect from us:**
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
+ The opportunity to innovate and do work that motivates and engages you
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
+ Flexibility to do impactful work and the time to enjoy your life outside of work
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures
**Benefits Information:**
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program ( which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
**Pay Range:**
Pay from: $115k to $130k
**About Cherry Bekaert**
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.  
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at  and follow us on LinkedIn, Instagram, Twitter and Facebook. 
© 2026 Cherry Bekaert. All Rights Reserved.

**Who We Are:**
We're a high-growth software company with a **big mission** : empowering K-12 district teams to do more with less. 
At LINQ, we get K12. That's why we help districts transform K-12 school operations with best-in-class, cloud-based software solutions built to help districts return more resources to classrooms. Integrating finance, HR, nutrition management, and payments into a single, secure platform, LINQ reduces administrative burden. LINQ is trusted by 30% of school districts across the U.S. to help them operate more efficiently and serve over 1 billion meals to 17 million students annually, process payroll for 364,000 educators, administrators, and staff, and engage with millions of families through the free LINQ Connect app.   
Our team? They're talented, committed, and fiercely loyal problem-solvers. At LINQ, you'll find challenging and meaningful work, a team that respects and uplifts one another, and a commitment to constant improvement. Our customers love us because we're attentive, patient, communicative, and solutions focused. They know they can count on us to not only anticipate their needs but to deliver the right answer every time. 
**LINQ's Values:**
- Act with Integrity & Build Trust: Trust is the foundation of our company. We operate with the highest standards of integrity, both internally and externally. We believe in transparency, honesty, and accountability. Building a culture where trust is earned and maintained.
- Deliver Excellence: We consistently exceed our clients' expectations. In every interaction, we strive to anticipate needs, provide swift solutions, and go the extra mile to relentlessly impress our customers. We communicate clearly, consistently, and in a timely way to cultivate lasting relationships.
- Embrace Challenges: We embrace a growth mindset. Challenges offer opportunities to learn, grow, and improve. Continuous learning keeps us relevant and effective to ensure our solutions remain on the leading edge of innovation.
- Collaborate & Act as One Team: Diverse skills, ideas, and perspectives are our strength. Through open communication, shared goals, and a spirit of unity and mutual respect, we collaborate to achieve excellence, drive innovation, and propel our company forward as a cohesive force.
**About The Team:**
LINQ's Customer Experience department is the heart and soul of our commitment to supporting k12 schools and districts. We're not just here to answer questions, we're here to build trust, solve problems, and ensure every customer feels empowered to succeed with our solutions. From onboarding, and training, to troubleshooting and beyond were the guides to help administrators and educators navigate their daily challenges.
**About The Role:**
We are seeking a dynamic and customer-focused individual to join our team as a Client Success Manager. In this role, you will be responsible for building and maintaining strong relationships with our clients, ensuring their success, adoption, and satisfaction with our products and services. You will serve as a trusted advisor and strategic partner, driving outcomes that foster long-term retention, expansion, and advocacy.
**Responsibilities:**
+ **Client Relationship Management:** Develop and maintain strong relationships with assigned clients, serving as their primary point of contact. Understand their business objectives and proactively address their needs to ensure overall satisfaction and success.
+ **Strategic Account Planning:** Create and execute strategic account plans to enhance client retention, expand opportunities, and achieve positive business outcomes.
+ **Renewals and Uplifts Ownership:** Own the customer renewal process end-to-end, including proactive communication, contract discussions, and uplift negotiations. Partner cross-functionally to ensure a smooth renewal experience and identify expansion potential early in the lifecycle.
+ **Upsell and Cross-Sell Lead Generation:** Identify, qualify, and generate upsell and cross-sell leads through data insights, client conversations, and strategic account planning. Collaborate with sales partners to drive incremental revenue and expand product adoption across client organizations.
+ **Identification of Paid Training Opportunities:** Recognize and promote paid training engagements that enhance client success, deepen product expertise, and strengthen long-term value. Partner with internal enablement and services teams to scope and coordinate delivery.
+ **Payment Adoption:** Support clients in adopting and optimizing payment solutions, ensuring they are leveraging all available features to meet their needs effectively.
+ **Product Enablement:** Drive product enablement by offering proactive recommendations, facilitating training sessions, and providing resources to ensure clients fully understand and utilize our products.
+ **Services Oversight:** Oversee and coordinate the delivery of services, ensuring all client engagements are handled efficiently and meet or exceed expectations.
+ **Incident and Escalation Management:** Manage communications during incident resolution and escalations, ensuring clients are kept informed, and issues are addressed promptly and effectively.
+ **Churn/Post-Mortem Documentation:** Document and analyze client churn or post-mortem cases to identify trends, learnings, and opportunities for improvement.
+ **Client Check-Ins and Business Reviews:** Conduct regular check-ins with clients to review their progress, gather feedback, and identify areas for improvement. Schedule and facilitate Quarterly Business Reviews (QBRs) as needed.
+ **Advocacy and Feedback:** Act as an advocate for the client within the company, ensuring their feedback is effectively communicated and acted upon.
+ **Cross-Functional Collaboration:** Partner with sales, product, and support teams to address client needs, gather insights, and drive continuous product enhancement.
+ **Performance Monitoring:** Monitor client usage and performance metrics, proactively addressing any issues or concerns to ensure a positive client experience.
**Qualifications:**
+ Bachelor's degree in Business Administration, Communications, or a related field.
+ 3-5 years of experience in a client-facing role, preferably in account management or customer success.
+ Strong communication and interpersonal skills, with the ability to build rapport and trust with clients.
+ Proven track record of managing client relationships and driving customer satisfaction.
+ Demonstrable self-starter, curious, and solution focused
+ Excellent problem-solving skills and the ability to think strategically to identify opportunities for client success.
+ Experience working in a fast-paced environment with the ability to adapt to changing priorities.
+ Expert level time management & prioritization skills
+ Proficiency in CRM software (e.g., Salesforce) and other relevant tools is a plus.
+ Strong collaboration mindset & capabilities; Comfortable with asynchronous remote work
+ K12 Experience Preferred, but not required
+ Must be able to travel 20-25%
We offer a competitive base salary of $75,000-$80,000, plus a 4% bonus.
**Why You'll Love Working With Us**
**Planning Your Future:** Our 401(k) plan comes with a 4% employer match on _total_ earnings (not _just_ your base salary).
**Performance Pays Off:** Whether it's a company bonus or target sales commission, your hard work doesn't go unnoticed.
**Vacation** **_Your_** **Way:** Our flexible Open Paid Time Off Plan lets you take the time you need, when you need it.
**Paid Parental Leave:** Take the time you need to welcome your new addition - We've got you covered!
**Ten Paid Corporate Holidays:** Enjoy a little extra downtime to relax and recharge with the ten paid holidays each year.
️ **Giving Back:** Feel good while doing good - 16 paid volunteer hours to support the causes that matter most to you. #LINQCares
**Benefits That Have Your Back (And Teeth, Too!):** Rock-solid medical, dental and vision coverage. Pick your vibe: a low deductible PPO and pair with an FSA or a HDHP with a sweet HSA - with contributions from LINQ. Dental perks that even cover braces for the kiddos.
**Wellness Perks:** Employer-paid Short-Term Disability, Long Term Disability, Basic Life, and AD&D insurance. Gym reimbursements and tons of extra savings on travel assistance, employee assistance, and even pet insurance options.
**Rewards For Referrals:** Got an amazing candidate in your network? Send them our way and earn a referral bonus when they join the team!
**EOE Statement/Accommodation Notice:**
As a federal contractor and equal employment opportunity employer, LINQ adheres to all applicable laws and regulations regarding employment practices, ensuring that all qualified individuals receive consideration for employment
based on their qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local law.
To learn more about your rights and protections under federal law, please refer to the EEOC Equal Employment Opportunity Poster at the following link: you'd like to view a copy of the company's state or federally required affirmative action plans or policy statement, please email . If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact . This email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not use this email to inquire about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as solicitation, following up on an application or non-disability related technical issues, will not receive a response.
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number.
EOE Statement/Accommodation Notice:
LINQ is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters If you'd like to view a copy of the company's affirmative action plan or policy statement, please email If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact This email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not use this email to inquire about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as solicitation, following up on an application or non-disability related technical issues, will not receive a response.

Client Success Manager
Company: Evaluate
Location: Remote, United States
Date Posted: Jun 11, 2026
Employment Type: Full Time
Job ID: R-2021
**Description**
Norstella is a premier and critical global life sciences data and AI solutions provider dedicated to improving patient access to life-saving therapies. Norstella supports pharmaceutical and biotech companies across the full drug development lifecycle - from pipeline to patient. Our mission is simple: to help our clients bring therapies to market faster and more efficiently, ultimately impacting patient lives.
+ Norstella unites market-leading brands - Citeline, Evaluate, MMIT, Panalgo, Skipta and The Dedham Group and delivers must-have answers and insights, leveraging AI, for critical strategic, clinical, and commercial decision-making. We help our clients:
+ Accelerate the drug development cycle
+ Assess competition and bring the right drugs to market
+ Make data driven commercial and financial decisions
+ Match and recruit patients for clinical trials
+ Identify and address barriers to therapies
Norstella serves most pharmaceutical and biotech companies around the world, along with regulators like the FDA, and payers. By providing critical proprietary data supporting AI-driven workflows, Norstella helps clients make decisions faster and with greater confidence. Norstella's investments in AI are transforming how data is consumed and decisions are made, disrupting inefficient legacy workflows and helping the industry become more efficient, innovative, and responsive to patient needs.
The Role:
This is not your typical CSM/AM role. You own the full commercial lifecycle of a book of existing customers; from health and adoption all the way through negotiation, renewal, and expansion, across a complex product suite sold into a pharma marketplace that is itself complex and changing fast. You own the account relationship post-sale, freeing up our sellers to focus on selling additional bookings. You are equal parts relationship builder, deal closer, and operator.
You bring the instincts of a great account manager, the commercial edge of a closer, and the mindset of a CSM. You think of yourself as conducting the orchestra across your accounts; coordinating Sales, Product, Strategy, and Legal around the customer. You are energised by using AI to make yourself and your clients more effective, because AI is going to reshape this function & we are hiring people who want to be part of figuring this out.
What success looks like in your first 12 months:
- You own the renewal and expansion forecast for your book, and it's accurate.
- You hit your NRR and GRR targets, including expansion & multi-year renewals.
- You've changed at least one thing about how you work that moved a metric; a new use of AI in your workflow, a sharper account plan, a better QBR motion.
What You Own:
**Revenue accountability for your book**
**Net Revenue Retention**
**Gross Retention**
**Expansion ARR**
**Renewal Rate**
**Contraction & Churn**
**Upsell Pipeline**
Responsibilities:
**Commercial execution**
- Lead and close your own renewals, including multi-year deals
- Negotiate commercial terms and contract structures, including with Procurement, partnering with Legal on redlines and T&Cs
- Build business cases for expansion with your champions
- Partner with Sales on joint account strategy, handoffs, and expansion plays
- Run executive QBRs and maintain account plans for your top accounts, refreshed monthly
**Customer outcomes**
- Drive adoption and customer health across your book using the team's framework
- Own onboarding for new customers in your portfolio
- Identify at-risk accounts early and drive mitigation, captured in Gainsight, always 2 quarters + ahead.
- Develop advocates and references from your strongest customers
- Capture value delivered with clients to support ROI conversations and renewal
**Operational rigour**
- Deliver accurate monthly renewal & expansion forecasts
- Keep your CRM, account plans, and customer health data current.
- Run Gainsight as the source of truth; CTAs closed on time, value statements logged, and the timeline up to date
- Drive alignment with Sales, Product, and Finance on your accounts
**Team contribution**
- Operate as a peer to the rest of the CSM/AM team; share what works, pressure-test playbooks, raise the bar collectively
- Bring field signal back to CS Strategy & Ops on what's working and what isn't
AI And The Future Of CS:
This matters as much for this role as it does for your manager's.
No one knows what CS looks like in two or three years, and we're hiring people who are energized by that, not threatened by it. Renewal agents aren't live in our org today, but they're coming fast. It's unknown yet which segments they'll reshape or how the CSM/AM role evolves alongside them. We need people in the field who are actively looking for ways to be innovative - to hit the number and help us build a leaner, smarter team.
What We Need FromYou:
- You're a personal early adopter & already using AI in your own workflow; prep, forecasting, account research, communication, not waiting to be handed a tool.
- You're a thought partner to your VP and our Strategy lead on what the CSM/AM role looks like in an agent-augmented model; bringing field signal back, pressure-testing ideas, and being willing to reinvent your own role.
- You're motivated by using AI to move faster and smarter, not to protect how things used to work.
_If you need a fully-formed playbook before you can move, or if you're attached to a specific vision of how CS "should" work, this won't be the right seat._
What You Bring:
→ 4-8 years in CS, Account Management, or a combination of both
→ Proven track record carrying and hitting an individual quota, including closing and negotiating renewals and expansion across multi-stakeholder contracts
→ Commercially fluent: comfortable with pricing, contract terms, legal redlines, and revenue math
→ Strong executive presence. You can go deep with a technical champion and wide with C-suite executives in your accounts
→ Fluency selling or supporting complex product suites, ideally into pharma or life sciences. You can navigate a fast-moving, regulated marketplace and speak the customer's language
The Profile We're Looking For:
Relationship-first, revenue-minded
Comfortable at the negotiating table
Accountable to NRR, not just NPS
Runs their book by the numbers
Change-curious, not change-resistant
AI-confident: products & daily workflows
You Won't Succeed Here If You:
Think CS is just support with a nicer name
Avoid commercial conversations
Need a fully-built playbook to operate
Wait for your manager to tell you what to prioritize
Are uncomfortable owning a number
Resist change or dismiss AI as a tool
Our Guiding Principles for success at Norstella:
01: Bold, Passionate, and Mission-First
02: Integrity, Truth, and Reality
03: Kindness, Empathy, and Grace
04: Resilience, Mettle, and Perseverance
05: Humility, Gratitude, and Learning
**Benefits: US**
+ Medical and Prescription Drug Benefits
+ Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA)
+ Dental & Vision Benefits
+ Basic Life and AD&D Benefits
+ 401k Retirement Plan with Company Match
+ Company Paid Short & Long-Term Disability
+ Paid Parental Leave
+ Paid Time Off & Company Holidays
_Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._
_Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._
_All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _(email protected)_ _._
Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.

As a Client Success Regional Manager, you will have the opportunity to lead a dynamic team, drive innovation, and transform the client experience. This role is your chance to shape the future of commercial banking and be the reason our clients choose to stay with us. Embrace the challenge and be part of a diverse and inclusive team that values growth and community impact. Your journey to success starts here!
As a Client Success Regional Manager within the Commercial Bank, you will lead a team of Client Service Managers dedicated to providing best-in-class service to our clients. You will play a crucial role in managing relationships, driving change, and enhancing the client experience. We value a culture of trust, transparency, and integrity, and we are committed to your professional growth and development. Join us in making a positive impact on our clients and the wider community.
**Job Responsibilities**
+ Anticipate and manage work volumes, adhering to established policies and deadlines
+ Collaborate with stakeholders to effectively resolve client issues / escalations
+ Analyze and interpret client data to identify trends and develop department strategy
+ Drive change initiatives, business strategy and technology enhancements programs
+ Manage in dynamic, high-pressure environments and contribute to business resiliency planning
+ Attract, develop and retain top talent. Coach and engage - to drive performance
+ Evaluate team and individual performance to achieve business objectives. Nurture diverse and inclusive work culture
+ Build and maintain a culture of trust, transparency and integrity
+ Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
+ Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
+ Ensures teams proactively consult with clients using regular client relationship reviews, educating them on self-service tools and influencing adoption
**Required Qualifications, Skills and Capabilities**
+ Comprehensive knowledge of Treasury Services and/or Custom Card products
+ Data Analytics & Change Management experience - including presenting finding
+ Ability to influence others without direct supervision
+ Ability to provide quantifiable management reporting & present findings
+ Project Management & Execution
+ Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
+ Strategic thinking with the ability to adapt to change
+ Demonstrated team building skills and ability to work in a team environment
+ 6+ years of client facing work experience
+ Delivering Coaching and Feedback/People Management
+ Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
**Preferred Qualifications, skills and capabilities**
+ Previous Team Management Experience
+ Bachelor of Science or Business Administration Degree and/or 6+ years equivalent work experience
+ Google G suites / Microsoft Office adept
**Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.**
+ Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
+ Help the community through expansive volunteer opportunities
+ Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (20%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Charlotte,NC $95,000.00 - $150,000.00 / year; Chicago,IL $104,500.00 - $165,000.00 / year; Plano,TX $104,500.00 - $165,000.00 / year; Indianapolis,IN $95,000.00 - $150,000.00 / year; Irvine,CA $104,500.00 - $165,000.00 / year; Tempe,AZ $95,000.00 - $150,000.00 / year

Datavant is the data collaboration platform trusted for healthcare. Guided by our mission to make the world's health data secure, accessible and actionable, we provide critical data solutions for organizations across the healthcare ecosystem - including providers, health plans, researchers, and life sciences companies. From fulfilling a single patient's request for their medical records to powering the AI revolution in healthcare, Datavanters are building the future of how data is connected and used to improve health.
By joining Datavant today, you're stepping onto a driven and highly collaborative team that is passionate about creating transformative change in healthcare.
The Customer Success Manager is part of the Customer Operations organization and is responsible for successful completion of all customer projects. The team coordinates efforts between internal resources and customers in support of custom risk adjustment projects and reports on project status to all stakeholders. Customer Success Managers are hybrid project management and consulting resources that have strong healthcare industry knowledge combined with communications and project management skills. They are key to successful customer retention and project success.
**What you will own:**
● Lead the relationship with the customer ensuring that they receive the best possible result delivery, service and support.
● Manage coordination, tracking and reporting of all things related to customer projects.
● Lead (coordinate, motivate and facilitate) the efforts of associated project resources working closely with all internal teams including: data integrations, coding management, engineering, sales, and executive teams.
● Ensure smooth communication channels between internal stakeholders via regular reporting and info sharing (daily/weekly/quarterly reports, meetings, status updates, etc.).
● Own customer operations project management processes, tools, reference materials and cross functional usage.
● Monitor project status and success throughout the entire project lifecycle.
● Identify, analyze and resolve customer problems as they arise; coordinating escalation and resolution with sales and other internal stakeholders.
● Prepare final reports and presentations for customers; calculate project results summaries, coordinate results delivery with the Sales team.
● Identify, define and execute process improvements in line with department needs and organizational goals.
● Partner with the engineering team to identify, prevent, and resolve software issues affecting customer projects.
**What you bring to the table:**
● 3+ years project management experience
● Familiarity with Healthcare data systems, data formats and processes with the ability to converse at a technical level
● BS degree in business, technology or related field
● Knowledge of healthcare industry, payment models, risk adjustment, medical coding, physician workflow, and/or electronic health record systems
● Advanced Excel skills, including vlookup, and pivot tables; some knowledge of SQL queries is helpful
● Excellent written and oral communication skills
**Bonus points for:**
● Strong bias for action and collaboration and well developed sense of urgency
● Strong curiosity and ability to correlate data from many sources
● Professional and respectful demeanor in a relaxed work environment
● Detail oriented, self‐starter with proven track record of execution and results
● Team player with a desire to learn and take on new responsibilities in a fast paced, innovative environment
● Advanced presentation skills; comfortable presenting to multiple audiences
● Ability to establish rapport with multiple client stakeholders
● Excellent meeting leadership skills, including meeting logistics, agendas, and meeting notes.
● Demonstrated ability to conceptualize, manage and prioritize multiple projects
● Prior startup experience a plus
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job.
The estimated total cash compensation range for this role is:
$100,000-$120,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here ( . Know Your Rights ( , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, ( by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here ( . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy ( .