11,038 Customer Success Specialists jobs in the United States

• Own the overall relationship for assigned customers, often organizing multiple projects concurrently with customers.
• Support customers throughout their entire Pinwheel lifecycle, including implementation, renewal and growth.
• Provide technical guidance for customers during implementation and when rolling out new products.
• Identify expansion opportunities by focusing on growing usage and partnering with Account Managers to uncover additional upsell sales opportunities.
• Execute against Account plans you develop in collaboration with Account Managers and the Head of Success.
• Contribute to department process and documentation.
• Deliver superior, proactive customer success services to Pinwheel customers.

• In the first 30 days, you will be able to give a demo of how Pinwheel works in preparation for onboarding your first customer.
• In the first 45 days, assume ownership of 5-10 customer accounts
• In the first 60 days, deliver your first account review (QBR)
• In the first 90 days, own 20+ customer accounts
• In the first 120 days, identify and help close your first upsell.

• 5-7 years experience in Customer Success or Account Manager role
• Proven experience in technical role supporting technical product or API based product
• Experience working with large and/or Enterprise customers (ARR $m+)
• Passion and demonstrated experience in understanding complex systems (APIs, database,etc), and finding solutions to technical problems.
• Experience building and executing against Account Plans, including coordinating multiple roles on both sides of relationship
• Demonstrable track record of being scrappy, and finding creative solutions to tough, and oftentimes ambiguous problems
• Early-stage startup experience is highly valued, but not required
• Attention to detail and adherence to plans developed in conjunction with customers for events like onboarding, new product launch, Proof of Concepts, etc.
• You have the necessary mentality and skills to win
  • You are known amongst your friends as someone who is relentless in your pursuit of your goals and equally resourceful in achieving them, often finding the clever, non-obvious solution to any given problem
  • You thrive in situations where the answer is unclear, things aren't working right, and the path to achieving success seems really hard because you take pride in overcoming hard things
  • You are able to quickly synthesize a lot of information and data and come up with an action plan to direct yourself and those around you to success
  • You regularly spend time figuring out how to improve yourself and your skills in your personal pursuit of greatness, however you define it
  • Whenever you encounter a problem, you dig unreasonably deep to figure out the underlying root causes and mechanics before you move towards a solution

• Great compensation & equity packages
• Full medical, dental, and vision benefits
• Life & short-term disability insurance
• Unlimited vacation
• Paid parental leave
• 401K for retirement planning
• Mentorship opportunities
• Free Citibike membership
• Pet friendly offices and Zoom spaces

• Insurance: Health, Dental, Vision, Disability, and Life
• 401K Match
• Extra bonus pay and incentives
• Paid Training, including thorough initial training and ongoing development.
• Paid time-off policy.
• Paid holidays.
• Casual dress code - you need to be comfortable working!
• Opportunity for Growth and advancement.

• Light file building and data entry
• High call volume for support, troubleshooting, and account updates
• Communicate with internal departments for smooth workflow transfer
• Analyze data such as bank information and business information to ensure accuracy
• Detailed record-keeping for existing merchant accounts
• Ensure Bank and Association guidelines are followed
• Specialized projects as assigned

• Attention to detail & confidentiality as it relates to bank account information
• Strong comprehension and analytical abilities are essential for effectively grasping and analyzing questions or issues
• Works well in a fast-paced environment while staying precise in daily activities
• Must be able to communicate professionally and promptly with our merchants and banks
• Exudes respect and positivity in all interactions both inside and outside of the organization
• Superior organizational and time management Skills
• Strong interpersonal skills over the phone
• Able to work across all departments with ease but still work independently
• Able to learn specific softwares
• Able to navigate multiple system interfaces to transfer information in a timely manner

• B.A. (or experiential equivalent) in Business, Communications, Finance, or a related field
• Minimum of 2 years of customer service experience

• The hiring salary range for this position applies to California. Starting pay for the successful applicant depends on a variety of job-related factors, including but not limited to geographic location, market demands, experience, training, and education.
  
  Job Type: Full-time
  
  Rate: $22.84 per hour

You will be responsible for: Large Account Client Acquisition Relationship management Negotiation and closing Listening to customer feedback Having an industry presence Proven track record of success in enterprise sales, in health tech Strong understanding of the health and wellness market and the needs of enterprise clients Results-driven mindset Must haves: Must have done this before, or be willing to learn fast Must be fast. We operate at 200mph, and so do you Must be relentless. We never stop, so you are even faster than us Must be customer-driven. We think customers first and so should you Must be driven and go above and beyond Must be able to explain and communicate clearly Must be prepared to challenge us and disagree. We are thinking and acting as a team Must be able to work autonomously Must want to work hard Last but not least, you are genuinely a nice person Big plus: You are an athlete or care about quantifying your data #J-18808-Ljbffr

Pinwheel - Helping banks win primacy with frictionless account activation solutions Pinwheel helps banks win primacy by making switching direct deposits easy. Through exclusive and first-of-its-kind partnerships with payroll providers, Pinwheel can instantly authenticate consumers without credentials. This new product provides best-in-class conversion, greater security, better insights, and a seamless UX for switching direct deposits at the world's leading financial institutions. Pinwheel's platform has enterprise-grade security protocols to power connections to over 1,800 platforms (covering up to 100% of US workers paid via direct deposit) and over 1.5 million employers. From that point of connectivity, leading fintechs and financial institutions (such as Block's Cash App, Citizens Bank, Acorns, Credit Karma, and more) leverage us to power direct deposit switching, earned wage access, income & employment verification, and build innovative new products. Pinwheel is trusted and funded with $77M by top-tier investors such as GGV, Coatue, First Round Capital, and more. What are we looking for? Customer Success Manager is a dynamic and critical role at Pinwheel. In this role, you will be the owner of customer relationships for an assigned group of customers ranging from large Enterprise fintechs to smaller Credit Unions. You will work across our product offerings to support our customers through their entire lifecycle, including onboarding, optimization and expansion. As an API driven product you will need a firm command of the technical aspects of an API, including basic implementation, specific use cases and troubleshooting. Effective onboarding is key and we heavily emphasize effective, timely and repeatable onboarding processes. Once a customer is live, Customer Success Managers are the primary point of contact for customers to support ongoing usage. You will help customers analyze performance, offer suggestions on how they can improve their usage and utility, present compelling suggestions for expansion and persuade stakeholders across the customer orgs to proceed. Effective Customer Success Managers create strong relationships with several contacts at the customers’ companies. Through these contacts, you thoroughly understand the customers’ business objectives, helping you to best identify where expansion opportunities lie. By collaborating with Account Managers from the Sales team, we are effective in upselling existing customers by uncovering additional use cases for new products and opportunities to expand usage of existing products. What will you be doing? You will be a key factor in driving Pinwheel’s next stage of growth. More concretely, you will: Own the overall relationship for assigned customers, often organizing multiple projects concurrently with customers. Support customers throughout their entire Pinwheel lifecycle, including implementation, renewal and growth. Provide technical guidance for customers during implementation and when rolling out new products. Identify expansion opportunities by focusing on growing usage and partnering with Account Managers to uncover additional upsell sales opportunities. Execute against Account plans you develop in collaboration with Account Managers and the Head of Success. Contribute to department process and documentation. Deliver superior, proactive customer success services to Pinwheel customers. Timeline for a successful CSM at Pinwheel. With the support of the existing Success Team, you will achieve the following: In the first 30 days, you will be able to give a demo of how Pinwheel works in preparation for onboarding your first customer. In the first 45 days, assume ownership of 5-10 customer accounts. In the first 60 days, deliver your first account review (QBR). In the first 90 days, own 20+ customer accounts. In the first 120 days, identify and help close your first upsell. What skills are necessary? 5-7 years experience in Customer Success or Account Manager role. Proven experience in technical role supporting technical product or API based product. Experience working with large and/or Enterprise customers (ARR $m+). Passion and demonstrated experience in understanding complex systems (APIs, database, etc), and finding solutions to technical problems. Experience building and executing against Account Plans, including coordinating multiple roles on both sides of relationship. Demonstrable track record of being scrappy, and finding creative solutions to tough, and oftentimes ambiguous problems. Early-stage startup experience is highly valued, but not required. Attention to detail and adherence to plans developed in conjunction with customers for events like onboarding, new product launch, Proof of Concepts, etc. Why join Pinwheel? Best time to join - Our company is small but well-funded, meaning you are joining at a time where you can impact and shape the company. Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey. Build Something Revolutionary - Help build the consumer data infrastructure of the future. Belong - Join a community that is passionate and relentless about building fairer financial systems for all. Benefits included: Excellent compensation & equity packages. Full medical, dental, and vision benefits. Life & short-term disability insurance. Unlimited vacation. Paid parental leave. 401K for retirement planning. Mentorship opportunities. Free Citibike membership. Pet-friendly offices and Zoom spaces. This role is based in New York City and involves occasional travel (10-20%). At Pinwheel, total compensation is made up of salary + equity + benefits. We recruit motivated and high performing talent, and work to compensate people in line with the value they can bring to the organization in delivering outsized results. The talent market is competitive, and maintaining our ability to recruit and retain the best team possible is a top priority for Pinwheel. When creating an offer, we consider interview performance, candidate experience, external market competitiveness, and internal equity in thoughtfully assessing compensation. The base cash salary range for this role is 112,000 - 128,000 base with on track total earnings (OTE) of 140,000 - 160,000. Diversity & Inclusion at Pinwheel At Pinwheel, we are committed to building an environment that is diverse and inclusive. We believe that having people across different backgrounds, experiences, abilities, and perspectives enables us not only to build the best financial products, but to help us realize the best versions of ourselves. Pinwheel is an equal opportunity employer, and we aim to be an open and supportive place to work. #J-18808-Ljbffr

The magic of small teams can exist at any organization. We started Span to address a pattern we'd all lived: as teams expand, context is buried under layers of meetings, tools, people and process. Things begin to stall in the "outer loops" like prioritization, allocation, collaboration, and management—areas where mistakes and inefficiencies are arguably more costly. We are creating a new type of tool that delivers coherent and useful software engineering context for humans and agents alike, a tool that we believe will enable ownership, autonomy, and superhuman impact inside of an engineering organization. We’re building a future where: Engineering leaders can understand their most precious resource - team time - so that they’re able to invest intentionally, root out hidden costs of toil, and unlock the true potential of their team. Everyone inside the organization can have an intuitive grasp of what’s happening so they’re empowered to make better decisions, operate confidently and deliver predictably. The hours tied up in tagging, status reporting and coordination meetings are automated away so that people spend less time on busywork and more time on the real work. We’re on the lookout for a Customer Success Manager to help us shape our journey at Span. If you’re passionate about supporting engineering teams and love turning technical insights into strategic wins, keep reading! What You’ll Be Up To: You’ll build deep, trusted relationships with engineering leaders—understanding their goals, unblocking challenges, and helping them get the most out of Span. Lead onboarding, set success plans, and guide customers through best practices to ensure adoption, retention, and expansion. Be the go-to advisor for our customers—navigating the worlds of engineering data, org design, prioritization, and strategic planning. Work across departments (Sales, Product, Engineering) to advocate for customer needs and deliver a standout experience. Run regular account check-ins and QBRs to drive alignment and surface new opportunities. Identify champions, expand usage across teams, and proactively spot churn risks before they happen. Get creative with workflows, playbooks, and experiments to scale our CS efforts as we grow. What We’re Looking For: 5+ years of experience in Customer Success or similar post-sales roles at a SaaS company. Experience working with technical teams—especially engineering leaders—at mid-market or enterprise companies. A consultative approach to customer relationships—you love solving messy problems, not just checking boxes. Excellent communication skills—you know how to read a room and speak both engineer and executive. Comfort with ambiguity and a bias toward action—you know when to zoom in and when to zoom out. You take pride in your organization and follow-through, and you’re always one step ahead. You care deeply about your customers and want to help them thrive. Bonus Points If You Have: Familiarity with tools like Jira, GitHub, and other engineering systems. Experience supporting a technical or data-heavy product. Been an early CS hire before A knack for simplifying complex concepts and building processes that scale. If this sounds like your kind of fun, we’d love to chat! Let’s help engineering teams work smarter—together—at Span. Backed by dozens of founders and CTOs we admire from places like Slack, Notion, Rippling, Fivetran and Coda, CPOs from places like Adobe and Square, as well as funds like Alt, BoxGroup, Bling, Craft, and SV Angel who dare to dream with us. Compensation Range: $95K - $140K #J-18808-Ljbffr

About the job HGLAI Customer Success / Account Management Advocate (US)

Job Title: Customer Success, Account Management

Job Type: Part Time (40-60 hours/month)

Job Location: Remote

About Us

Orcaru is on a mission to revolutionize content creation by blending human expertise with AI innovation. Our platform transforms firsthand inputs like webinars, interviews, and voice memos into polished long-form content and engaging social posts with minimal friction.

We empower businesses to scale authentic content creation through AI-driven personalization, deep contextual training, and streamlined workflows. As a fast-growing, dynamic team, were building cutting-edge AI solutions that help brands stay top of mind, drive engagement, and foster meaningful connections effortlessly.

Role Overview

We are seeking a highly organized and detail-oriented Customer Success, Account Manager to join our startup team. As the Customer Success / Account Manager, you will be responsible for managing projects, working with clients, pre-sales and post-sales, customer feedback, feature requests, content delivery for the specific client etc. You will need to be a strong communicator, able to multitask, and have a deep understanding of project management.

Key Responsibilities

• Account Management
  • Regularly communicate with prospective and active clients to ensure all needs are being met and products/services are delivered on time
  • Make sure the sales pipeline is up to date.
• Project Management:
  • Oversee cross-functional projects, coordinating timelines, resources, and deliverables.
  • Track progress, identify bottlenecks, and ensure teams stay aligned on priorities.
  • Provide QA for new features and report any bugs/issues to Dev team.
• Process Development & Optimization:
  • Implement and refine operational processes to support rapid business growth and product development cycles.
  • Identify inefficiencies and drive continuous improvement initiatives.

• Education & Experience:
  • 2+ years of experience in operations, project management, or related roles ideally in a startup or tech environment.
• Technical & AI Knowledge:
  • Understanding of basic AI/ML concepts
  • Highly proficient with spreadsheets and operational tools (Asana, Notion, Google Drive, Etc)
• Project Management Skills:
  • Demonstrated ability to manage complex projects with multiple stakeholders.
  • Familiarity with Agile, Scrum, or Kanban methodologies is a plus.
• Communication & Leadership:
  • Excellent written and verbal communication skills; adept at sharing insights with both technical and non-technical audiences.
  • Proven ability to lead and influence teams without direct authority.
• Adaptability & Collaboration:
  • Thrives in a fast-paced, evolving environment, with a willingness to pivot and iterate as needed.
  • Works well cross-functionally, fostering strong relationships across the organization.

• Competitive Salary & Equity: We value your contributions and provide a stake in the company's success.
• Flexible Work Environment: Remote, flexible schedules.
• Professional Growth: Opportunities to take on greater responsibility and shape an emerging AI company's operational strategies.
• Cutting-Edge Technology & Impactful Work: Collaborate on solutions that transform industries.