78 Customer Success Specialists jobs in Boise

Overview

Join to apply for the Customer Success Manager role at State of Idaho .

Location: Boise, ID

Application information: Applications will be accepted through the posting end date at 4:59 PM MST.

Description

The State of Idaho Controller's Office is an equal opportunity employer. This position is exempt from state classified service, and the rules of the Division of Human Resources and the Idaho Personnel Commission. This is an at-will position. The Luma Division is established as an agency that supports State of Idaho agencies and their employees in the use of the Luma system for day-to-day business operations.

Key Responsibilities

• The Continuous Improvement Bureau focuses on providing tier 0 and 1 support to all state of Idaho employees. The Customer Success Manager reports directly to the Continuous Improvement Bureau Chief and is responsible for helping to establish the policies and procedures for the Luma Divisions tier 0 and 1 employee support, system engagement, customer satisfaction, and agency support.
• Partner and collaborate with Luma functional teams, Admin, and technical teams to effectively manage customer support. This includes working with functional support teams to establish internal documentation that reduces open support cases and provides system education and confidence to Luma Division teams.
• Supervise employees, direct and monitor work efforts, oversee time and attendance, and work with the Continuous Improvement Bureau Chief to ensure a strong team infrastructure for quick resolution of cases and Luma system proficiency.
• Coordinate with other Luma Division staff to address cross-functional needs and inform agencies of known and upcoming system issues and releases.
• Collaborate and maintain positive working relationships with assigned and other control agencies (e.g., Division of Human Resources, Division of Financial Management, Legislative Services Office) as needed.
• Respond to agency needs, requests, and inquiries in a timely manner as defined by Luma Case policies; report case trends, gaps, and analysis to leadership; guide, coach, develop, and train staff toward achieving performance expectations.
• Represent the Office to other organizations and the public.

Additional Functions

• Contribute to the positive performance of the Luma Division and the office.
• Demonstrate timely and consistent attendance.
• This is an in-office position.
• Perform any additional duties as assigned by the State Controller or designee.

Minimum Qualifications

• At least 5 years of customer service and management experience.
• Understanding of finance, procurement, projects and grants, budget, HR, WFM, and/or payroll or a willingness to learn.
• Strong customer service orientation with excellent interpersonal skills and strong change and conflict management skills.
• Demonstrated ability to make decisions under pressure and to lead in a team environment.
• Good oral and written presentation skills, high energy, and strong abilities in managing and developing personnel.
• Collaborative team player who can give and receive constructive feedback, adapt to changing priorities, and deliver appropriate training and support to employees.
• Self-starter with initiative to proactively complete tasks and anticipate needs for Luma processes, programs, and employees.

Desired Qualifications

• Documented successful performance supporting State human resources or finance operations.
• Knowledge of Luma HR, workforce management, payroll and/or finance modules, and related environment considerations (security, agency issues, etc.).
• Understanding of the Infor CloudSuite product (Luma System).

Benefits

The State of Idaho offers a robust total compensation package, including medical, vision, and dental insurance; PERSI retirement benefits; paid sick, vacation, and parental leave; and 11 paid holidays per year. For additional information related to benefits and/or State programs, please visit

EEO/ADA/Veteran

The State of Idaho is committed to providing equal employment opportunities and prohibits discrimination based on protected veteran status, disability, race, color, religion, sex, national origin, genetics, or other status protected by law. Reasonable accommodations are available upon request. If you require an accommodation at any step in our recruitment process, contact the provided number or email address for assistance. Preference may be given to veterans who qualify under state and federal laws.

#J-18808-Ljbffr

Overview

Datavant is a data platform company and the worlds leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the worlds leading life sciences companies, government agencies, and those who deliver and pay for care.

By joining Datavant today, youre stepping onto a high-performing, values-driven team. Together, were rising to the challenge of tackling some of healthcares most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.

We are looking for an experienced Customer Success pro who thrives in an entrepreneurial environment. Given our SaaS business model and our focus on a land and expand strategy, Customer Success is absolutely vital to our long-term profitability. We will not be successful unless our customers are receiving massive value from our solutions. As such, we need an experienced account and/or relationship management individual who can drive success for our customers.

This role includes responsibilities for Customer Success outcomes (e.g., value realization, customer satisfaction, renewals, etc.) and activities (e.g., delivery, adoption, advocacy, retention, etc.).

You Will:

• Own account management and value management for a dedicated account portfolio of up to 35 accounts, with a special focus on end-to-end accelerating value within your portfolio.
• Lead with curiosity and dive deep into learning and understanding the goals and strategies of our customers and how our solutions and products support those goals
• Excel in advanced account management and decision-making, balancing thoughtful analysis with speed to execution, appropriately prioritizing, and knowing when and how to escalate complex edge cases effectively
• Influence future lifetime value through higher product adoption, customer satisfaction and overall health scores
• Thrive in a fast-paced, continuous improvement environment, embracing gray areas and ambiguity, while seeking to drive clarity and scalability for your customers and the business
• Work effectively with your cross-functional partners - surfacing insights that influence product and sales strategies across account teams for your portfolio accounts.
• Take a self-service-first approach to problem solving and navigating questions internally and externally
• Be a proven communicator and presenter with a commitment to maintaining good internal and external relationships through passion, empathy, and hard work
• Help create a company-wide culture of customer-centricity

What You Bring To The Table:

• 7+ years experience in healthcare technology and customer facing roles (required)
• Proven ability to build deep, trust-based relationships with senior stakeholders
• Skilled at expanding relationships beyond direct contacts through rapport-building
• Demonstrated ownership of complex, high-value customer accounts
• Strategic thinker who connects cross-customer trends to shape value propositions.
• Effective and empathetic internal and external communication
• Previous experiencing working in one or more of the following areas (strongly desired):
• Experience working within RWD health analytic companies, CROs, or systems integrators in the healthcare sector
• Application of RWD and RWE in the pharmaceutical and life sciences space
• Understanding of drug development and/or clinical trials

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. This role is eligible for additional variable compensation.

The estimated base salary range (not including variable pay) for this role is:

$125,000$150,000 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 arent even able to see whether youve 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 ( .

#J-18808-Ljbffr

Customer Success Manager

Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. We are looking for an experienced Customer Success pro who thrives in an entrepreneurial environment. Given our SaaS business model and our focus on a "land and expand" strategy, Customer Success is absolutely vital to our long-term profitability. We will not be successful unless our customers are receiving massive value from our solutions. As such, we need an experienced account and/or relationship management individual who can drive success for our customers. This role includes responsibilities for Customer Success outcomes (e.g., value realization, customer satisfaction, renewals, etc.) and activities (e.g., delivery, adoption, advocacy, retention, etc.)

You Will:

• Own account management and value management for a dedicated account portfolio of up to 35 accounts, with a special focus on end-to-end accelerating value within your portfolio.
• Lead with curiosity and dive deep into learning and understanding the goals and strategies of our customers and how our solutions and products support those goals
• Excel in advanced account management and decision-making, balancing thoughtful analysis with speed to execution, appropriately prioritizing, and knowing when and how to escalate complex edge cases effectively
• Influence future lifetime value through higher product adoption, customer satisfaction and overall health scores
• Thrive in a fast-paced, continuous improvement environment, embracing gray areas and ambiguity, while seeking to drive clarity and scalability for your customers and the business
• Work effectively with your cross-functional partners - surfacing insights that influence product and sales strategies across account teams for your portfolio accounts.
• Take a self-service-first approach to problem solving and navigating questions internally and externally
• Be a proven communicator and presenter with a commitment to maintaining good internal and external relationships through passion, empathy, and hard work
• Help create a company-wide culture of customer-centricity

What You Bring To The Table:

• 7+ years experience in healthcare technology and customer facing roles (required)
• Proven ability to build deep, trust-based relationships with senior stakeholders
• Skilled at expanding relationships beyond direct contacts through rapport-building
• Demonstrated ownership of complex, high-value customer accounts
• Strategic thinker who connects cross-customer trends to shape value propositions.
• Effective and empathetic internal and external communication
• Previous experience working in one or more of the following areas (strongly desired):
• Experience working within RWD health analytic companies, CROs, or systems integrators in the healthcare sector
• Application of RWD and RWE in the pharmaceutical and life sciences space
• Understanding of drug development and/or clinical trials

Datavant is 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. This role is eligible for additional variable compensation. The estimated base salary range (not including variable pay) for this role is: $125,000$150,000 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. 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 contact us at We will review your request for reasonable accommodation on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy.

Customer Success Manager

Remote

What You Will Be Doing

• Uphold Cleos Customer Success strategy and processes, ensuring that 100% of interactions are accurately recorded and follow-ups are scheduled.

• Oversee the customer lifecycle, from launch to renewal, to ensure a seamless and optimal customer journey.

• Manage a customer base of 30+ customers, including regular 1-on-1s with key stakeholders and quarterly Executive Business Reviews.

• Develop broad and deep customer relationships, promoting strong customer loyalty & highly referenceable customers.

• Understand our customers organizational structure and develop relationships with key business stakeholders.s

• Understand our customers business and link customer goals to compelling solutions to be delivered.

• Proactively assist in problem resolution, both internally and externally

• Maintain accurate records, including detailed documentation of customer service actions and discussions.

• Escalate issues appropriately to Services, Support, Product, etc.

• Develop compelling recommendations with strong close rates for add-on business.

• Invest in developing both yourself and others, and contribute to organizational efforts as required.

Your Qualifications

• 5+ years working at an Enterprise Software and/or SaaS Company in Customer Success, Sales/Account Management, Professional Services, or a related field

• Demonstrable success in collaborating with and influencing cross-functional stakeholders and executives

• Proven ability to work in a fluid environment, with limited processes

• Excellent communication and presentation skills directed at both business-oriented and technical audiences

A few things we have to offer:

• Compensation: $75,000 - $100,000 + Bonus potential

• Great Healthcare + Dental + Vision

• Flexible PTO

• Culture of support, encouraging Life-Work balance

• 401k match

• FSA and HSA options

• Employee Assistance Program

• Paid Parental Leave

• Representing a company with 4,000+ clients and a 99% retention rate

• Accelerated title and salary growth potential

• A fun and energetic work environment that makes you excited to go to work every day

Cleo Communications, LLC is an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status or any other characteristic protected by law.

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#J-18808-Ljbffr

We are actively seeking a Customer Success Manager to work with our NOAM Education Sales team. This position is responsible for contributing to sales and support, working in multiple market segments within the North American Sales Team, and working with multiple product lines. This position is responsible for developing customer relationships that promote retention and loyalty. The candidate will work directly with teachers to drive success of their programs. This position will provide a getting started webinar for all new accounts. They will proactively reach out to the new accounts to ensure success.
**PRIMARY RESPONSIBILITIES**
**Customer Success:**
+ Work with new accounts to ensure proper training. Target best practices to drive overall satisfaction.
+ Provide PD sessions for key clients to drive product renewals and promote new programs. Work directly with Territory Managers to identify opportunities and deliver training for clients. This training can be used to drive revenue as well as secure renewals.
+ Develop a distance learning series of webinars that will help teachers incorporate classroom activities in the new distance world. Work with learning vendors to share best practices in all environments.
+ Speak at conferences on certification in the classroom from a teacher's perspective. Provide key messaging to drive increase utilization and introduce new certifications.
+ Monitor key teacher resources and blogs and help promote a certification strategy
+ Target zero utilization customers to jump start their usage and understanding. Work proactively with Territory Managers to deliver best practices and provide outreach to key accounts.
+ Be a teacher liaison to help new teachers with the challenges in the classroom. Provide the motivation and empowerment with teachers.
+ Provide a classroom plan for certification including exercises and pacing guide.
**Territory Support:**
+ Travel to PD events to promote teacher success.
+ Speak and provide training for state CTE events and tradeshows.
+ Work with Territory Managers to provide the support to increase customer footprint and drive new business.
+ Position will travel 30% to 40%
**Qualifications**
**Education and Experience:**
+ Bachelor's degree
+ Minimum of 10 years teaching experience
+ Experienced trainer
+ Understanding of CTE and experience with promoting certification within the pathways.
**Knowledge, Skills and Abilities:**
+ Performance driven and results oriented
+ Customer relations
+ Self-motivated-able to work independently to achieve Certiport goals
+ Excellent oral, written, time management and presentation skills
+ Able to quickly develop trusting and cooperative relationships over the phone and in person
+ Knowledge of computer systems, CRMs, and Office apps required
**Compensation at Pearson** is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York State, New York City, Vermont, Washington State, and Washington DC laws, the pay range for this position is as follows:
Minimum full-time salary range is between $80,000 - $85,000.
This position is eligible to participate in an annual incentive program, and information on benefits offered is here.
**_Applications will be accepted through Friday, Sept 19th, 2025 . This window may be extended depending on business needs._**
#LI-CH2
**Who we are:**
At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson.
Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.
If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing
**Job:** Customer Success
**Job Family:** GO_TO_MARKET
**Organization:** Assessment & Qualifications
**Schedule:** FULL_TIME
**Workplace Type:** Remote
**Req ID:** 20887
#location

Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format.
Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
We are looking for an experienced Customer Success pro who thrives in an entrepreneurial environment. Given our SaaS business model and our focus on a "land and expand" strategy, Customer Success is absolutely vital to our long-term profitability. We will not be successful unless our customers are receiving massive value from our solutions. As such, we need an experienced account and/or relationship management individual who can drive success for our customers.
This role includes responsibilities for Customer Success outcomes (e.g., value realization, customer satisfaction, renewals, etc.) and activities (e.g., delivery, adoption, advocacy, retention, etc.).
**You Will:**
+ Own account management and value management for a dedicated account portfolio of up to 35 accounts, with a special focus on end-to-end accelerating value within your portfolio.
+ Lead with curiosity and dive deep into learning and understanding the goals and strategies of our customers and how our solutions and products support those goals
+ Excel in advanced account management and decision-making, balancing thoughtful analysis with speed to execution, appropriately prioritizing, and knowing when and how to escalate complex edge cases effectively
+ Influence future lifetime value through higher product adoption, customer satisfaction and overall health scores
+ Thrive in a fast-paced, continuous improvement environment, embracing gray areas and ambiguity, while seeking to drive clarity and scalability for your customers and the business
+ Work effectively with your cross-functional partners - surfacing insights that influence product and sales strategies across account teams for your portfolio accounts.
+ Take a self-service-first approach to problem solving and navigating questions internally and externally
+ Be a proven communicator and presenter with a commitment to maintaining good internal and external relationships through passion, empathy, and hard work
+ Help create a company-wide culture of customer-centricity
**What You Bring To The Table:**
+ 7+ years experience in healthcare technology and customer facing roles (required)
+ Proven ability to build deep, trust-based relationships with senior stakeholders
+ Skilled at expanding relationships beyond direct contacts through rapport-building
+ Demonstrated ownership of complex, high-value customer accounts
+ Strategic thinker who connects cross-customer trends to shape value propositions.
+ Effective and empathetic internal and external communication
+ Previous experiencing working in one or more of the following areas (strongly desired):
+ Experience working within RWD health analytic companies, CROs, or systems integrators in the healthcare sector
+ Application of RWD and RWE in the pharmaceutical and life sciences space
+ Understanding of drug development and/or clinical trials
#LI-BC1
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. This role is eligible for additional variable compensation.
The estimated base salary range (not including variable pay) for this role is:
$125,000-$150,000 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 ( .

**Customer Success Manager**
Remote
**What You Will Be Doing**
+ Uphold Cleo's Customer Success strategy and processes, ensuring that 100% of interactions are accurately recorded and follow-ups are scheduled.
+ Oversee the customer lifecycle, from launch to renewal, to ensure a seamless and optimal customer journey.
+ Manage a customer base of 30+ customers, including regular 1-on-1s with key stakeholders and quarterly Executive Business Reviews.
+ Develop broad and deep customer relationships, promoting strong customer loyalty & highly referenceable customers.
+ Understand our customers' organizational structure and develop relationships with key business stakeholders.s
+ Understand our customers' business and link customer goals to compelling solutions to be delivered.
+ Proactively assist in problem resolution, both internally and externally
+ Maintain accurate records, including detailed documentation of customer service actions and discussions.
+ Escalate issues appropriately to Services, Support, Product, etc.
+ Develop compelling recommendations with strong close rates for add-on business.
+ Invest in developing both yourself and others, and contribute to organizational efforts as required.
**Your Qualifications**
+ 5+ years working at an Enterprise Software and/or SaaS Company in Customer Success, Sales/Account Management, Professional Services, or a related field
+ Demonstrable success in collaborating with and influencing cross-functional stakeholders and executives
+ Proven ability to work in a fluid environment, with limited processes
+ Excellent communication and presentation skills directed at both business-oriented and technical audiences
**A few things we have to offer:**
+ Compensation: $75,000 - $100,000 + Bonus potential
+ Great Healthcare + Dental + Vision
+ Flexible PTO
+ Culture of support, encouraging Life-Work balance
+ 401k match
+ FSA and HSA options
+ Employee Assistance Program
+ Paid Parental Leave
+ Representing a company with 4,000+ clients and a 99% retention rate
+ Accelerated title and salary growth potential
+ A fun and energetic work environment that makes you excited to go to work every day
_Cleo Communications, LLC is an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status or any other characteristic protected by law._
Create a Job Alert
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Job Description

NetSuite is seeking a highly motivated and results-oriented Customer Success Insights Analyst to join the Global Customer Operations team. This pivotal role is responsible for transforming customer data into clear, actionable insights that shape the strategies driving our customers' engagement, satisfaction, and long-term success. As an Insights Analyst, you will analyze customer behaviors and business trends, measure the effectiveness of our customer success initiatives, and present compelling recommendations to leaders across the company. Your analyses will empower decision-makers, influence business outcomes, and directly contribute to improving the overall customer experience.

The ideal candidate is analytical, collaborative, and thrives at the intersection of data, business, and relationships. The ideal candidate is comfortable using business intelligence tools and data models, enjoys solving complex problems, and can clearly communicate findings to both technical and non-technical audiences-including executive leadership. They work proactively, are detail-oriented, and have a growth mindset that propels both their own learning and the success of those around them. Their skills in building cross-functional partnerships with Finance, Sales, Customer Success, and Operations teams will enable them to gather requirements, drive initiatives, and deliver measurable results in a fast-paced, dynamic environment.

Responsibilities

JOB RESPONSIBILITIES:

• Analyze Customer Success data and KPIs to identify trends, risks, and opportunities related to customer health and business performance.

• Develop and maintain dashboards and reports using BI tools to track key metrics such as customer churn, retention, engagement, and satisfaction.

• Conduct deep-dive analyses to assess the effectiveness of Customer Success initiatives and inform continuous improvement.

• Present clear, actionable insights and recommendations to Customer Success leadership and other stakeholders, supporting data-driven decision-making.

• Partner with cross-functional teams-including Finance, Sales, and Customer Success-to drive initiatives that enhance the customer experience.

• Automate and optimize data workflows and reporting processes to ensure data integrity, quality, and governance.

• Monitor and measure the impact of Customer Success strategies using relevant KPIs and business metrics.

• Stay current with analytics best practices and emerging tools to continuously elevate reporting and analysis capabilities.

EDUCATION & EXPERIENCE:

• Bachelor's degree in Business, Analytics, Finance, Information Systems, or a related field; Master's degree a plus.

• 3-5 years of experience in a Business Analyst, Financial Analyst, Operations Analyst, or similar data-driven role, ideally within a SaaS, technology, or customer-facing environment.

• Demonstrated expertise in data analysis, reporting, and visualization; hands-on experience with BI and analytics platforms such as Tableau, Power BI, or Oracle Analytics Cloud strongly preferred.

• Advanced proficiency in MS Office Suite (Excel, PowerPoint, Word, Outlook); strong Excel modeling skills required.

• Track record of successful project management, including the ability to take ownership and deliver on multiple priorities and deadlines concurrently.

• Excellent verbal, written, and interpersonal skills, with the ability to build consensus and drive action across diverse teams.

• Highly analytical self-starter, with attention to detail, organizational skills, and motivation to solve complex business problems.

• Comfortable operating both independently and as part of a high-performing team, and engaging with executive leadership.

• Effective communicator with a focus on simplicity and clarity-able to convey complex data concepts to non-technical audiences.

• Experience with customer success operations, SaaS metrics, or cloud business models is highly desired.

Disclaimer:

Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.

Range and benefit information provided in this posting are specific to the stated locations only

CA: Hiring Range in CAD from: $38,300 to $3,700 per annum.

US: Hiring Range in USD from 24.62 to 48.03 per hour; from: 51,200 to 99,900 per annum. May be eligible for equity.

Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.

Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.

Oracle US offers a comprehensive benefits package which includes the following:

1. Medical, dental, and vision insurance, including expert medical opinion

2. Short term disability and long term disability

3. Life insurance and AD&D

4. Supplemental life insurance (Employee/Spouse/Child)

5. Health care and dependent care Flexible Spending Accounts

6. Pre-tax commuter and parking benefits

7. 401(k) Savings and Investment Plan with company match

8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.

9. 11 paid holidays

10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.

11. Paid parental leave

12. Adoption assistance

13. Employee Stock Purchase Plan

14. Financial planning and group legal

15. Voluntary benefits including auto, homeowner and pet insurance

The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.

Career Level - IC2

This role will be working on a regular basis with colleagues around the world. To support this collaboration, knowledge of English is required for this role. Proficiency in French is required for candidates residing in Quebec, otherwise it is considered an asset.

About Us

As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.

We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.

Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.

We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling in the United States.

Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.

Join to apply for the Enterprise Customer Success Manager role at Canonical .

Canonical is a leading provider of open source software and operating systems to the global enterprise and technology markets. Our platform, Ubuntu, is widely used in enterprise initiatives such as public cloud, data science, AI, engineering innovation, and IoT. Our customers include top public cloud and silicon providers, and industry leaders across sectors. We are a pioneer in global distributed collaboration, with 1200+ colleagues in 75+ countries and few office-based roles. Teams meet in person 2-4 times a year in various international locations to align on strategy and execution.

The company is founder-led, profitable, and growing.

We are hiring an Enterprise Customer Success Manager at Canonical .

Customer success is a strategic, newly established department at Canonical, focused on reducing risk and churn, facilitating product adoption, and supporting account expansion. Customer Success Managers (CSMs) build trust with their assigned customers and provide optimal navigation of Canonical's offerings. They understand customer objectives to align expectations, suggest additional services, alleviate pain points, and develop collaborative roadmaps.

Our growing Customer Success team aims to deliver thoughtful, precise interactions across our product portfolio, from Ubuntu to open-source infrastructure and applications. To ensure focused support, CSMs are specialized in one of these segments:

• Mass - SMEs or large businesses starting with Canonical
• Focus - Large, established accounts
• Step Growth - High-potential customers

All CSMs support business at the company level for unassigned customers, including our Store clients.

Location: This role is remote.

Daily responsibilities include:

• Onboarding new customers and introducing products like Ubuntu Pro, MAAS, Landscape, Openstack, Ceph, Kubernetes, data applications, etc.
• Managing complex projects with developers, IT managers, and decision makers from various industries.
• Collaborating with Sales, Field Engineering, and Support to develop engagement plans.
• Managing a customer portfolio in a specific region, identifying growth or renewal risks.
• Leading weekly customer and business reviews with cross-functional teams to address blockers and drive resolutions.
• Advocating for customers internally to influence product roadmaps, documentation, and processes.
• Supporting customers through reactive ticket requests.
• Creating campaigns targeting multiple customers via digital activities.

Ideal candidate qualities:

• At least 5 years of IT-related experience, with exposure to Linux OS, data applications, storage, cloud, networking, security, migration, or IoT projects.
• Excellent presentation skills for discussing complex software.
• Experience improving internal processes and delivering projects on time.
• Team-oriented with ability to collaborate across departments and levels.
• Knowledge of agile methodologies.
• Proficiency in English, with additional fluency in Spanish and Portuguese preferred.

Additional desirable skills:

• Experience with Salesforce, Jira, and CRMs.

What we offer:

• Distributed work environment with biannual in-person team sprints.
• USD 2,000 annual learning and development budget.
• Annual compensation reviews and performance bonuses.
• Additional benefits aligned with our values, including wellness programs, travel opportunities, and family leave policies.

About Canonical:

Canonical pioneers in open source, publishing Ubuntu, a key platform for AI, IoT, and cloud. We hire globally, uphold high standards, and support remote work since 2004. Join us to innovate and grow professionally.

Equal Opportunity Statement:

We promote diversity and are committed to a workplace free from discrimination. All applicants will be considered fairly regardless of background or identity.

Senioriry level

• Mid-Senior level

Employment type

• Full-time

Job function

• Other

Industries

• Software Development

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