Enterprise Client Strategy & Operations Manager
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About Addition Wealth
Addition Wealth is a forward-thinking financial technology company dedicated to enhancing financial health and wellness. Our mission is to democratize access to personalized financial expertise through innovative technology and strategic partnerships. With notable backing from prominent venture capitalists and recognition from leading industry publications, we are reshaping the landscape of financial decision-making.
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Our MissionAt Zocdoc, we believe healthcare should be accessible and efficient for patients. Unfortunately, many face outdated insurance directories and long wait times, leading to frustration and poor experiences. In contrast to other industries, where companies are held accountable by consumers, patients often have to accept subpar service in healthcare. Our mission is to empower patients by providing a leading healthcare marketplace that enables them to easily find and book both in-person and virtual care across all 50 states, covering over 200 specialties and more than 12,000 insurance plans. By enhancing patient choice, we are transforming healthcare into a competitive market that prioritizes quality and affordability. With 18 years of experience and a leading position in our field, we continue to innovate and grow. If you're passionate about tackling complex issues and collaborating with thoughtful and driven teammates, we invite you to join us. Your Impact on Our MissionAs an Enterprise Customer Success Manager, you will play a crucial role in helping healthcare providers maximize their utilization of Zocdoc. Your focus will be on building proactive relationships with key stakeholders in large healthcare organizations to enhance their success within our marketplace. Acting as a trusted consultant, you will provide timely, data-driven insights that lead to favorable outcomes for our clients. Our ECSMs embrace challenging discussions, promote innovative ideas, and push boundaries to strengthen Zocdoc's most significant partnerships. You’ll Thrive in This Role If You Are...Goal-oriented: You understand the importance of setting ambitious targets and breaking them down into actionable steps.Process-driven: You excel in environments where clear guidance directs your focus and efforts.Intellectually curious: You continuously seek opportunities for personal and professional growth in enhancing provider and user success.
About UsAddepar is a leading global data and AI platform designed to empower investment professionals in transforming intricate financial data into actionable insights. Our platform consolidates portfolio, market, and client information into a comprehensive view, delivering AI-driven insights seamlessly integrated into investment and client workflows. Trusted by over 1,400 firms across nearly 60 countries, Addepar manages an impressive $9 trillion in assets. Our open platform collaborates with nearly 650 software, data, and consulting partners, enabling efficient investment operations for organizations of every size and complexity. With offices located in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo, we are dedicated to supporting our clients worldwide.The OpportunityThe Client Success Management (CSM) team at Addepar is responsible for the entire post-sales journey, ensuring that our clients derive maximum value from our platform. As a trusted advisor, you will develop a profound understanding of each client's business—encompassing their strategy, services, team dynamics, and technology—to assist them in achieving their objectives and fully utilizing Addepar's solutions.As a member of the CESM Enterprise Team, you will manage our largest and most complex clients, including global banks, private institutions, regional banks, wirehouses, and broker-dealers. Your role will involve providing strategic insights, nurturing strong partnerships, and spearheading engagement initiatives to drive client adoption, retention, renewals, and revenue growth, thus playing a crucial role in Addepar's expansion.In this position, you will leverage your sales acumen and technical expertise to conduct impactful client presentations and demonstrations, effectively communicating Addepar's value proposition while aligning our capabilities with client needs and business goals. Collaborating across various departments, you will identify opportunities to enhance engagement, accelerate adoption, and create and implement data-driven strategies to foster new annual recurring revenue for Addepar.Furthermore, you will facilitate change management, implement best practices, and optimize the use of our platform. Acting as an advocate for our clients, you will ensure an exceptional experience while gathering insights that will inform the development of the next generation of client-focused solutions at Addepar.
Addition Wealth
OverviewAt Addition Wealth, we're transforming the landscape of financial health by making personalized financial expertise accessible to everyone. Through cutting-edge technology and strategic partnerships with leading companies and financial institutions, we equip individuals with powerful digital tools, an extensive knowledge base, and access to top-tier financial professionals, enabling them to confidently navigate their financial journeys. Our mission not only alleviates stress and enhances productivity but also reshapes how people perceive and manage their finances.We’re more than just another financial wellness platform; we're at the forefront of a financial decision-making revolution. By harnessing technology, we create seamless, impactful, and life-altering experiences. At Addition Wealth, you’ll have the chance to tackle intricate challenges, expand the horizons of what's achievable, and develop tools that genuinely make a difference.Our global impact has earned us prestigious recognition. Supported by top fintech VCs such as Barclays, Anthemis, and Nyca, Addition Wealth has been featured among Business Insider’s 54 Promising Fintech Companies to Watch, awarded the UBS Female Founder Award 2023, and recognized as a World Economic Forum Top Innovator. Our work has also been highlighted in leading publications like Bloomberg, TechCrunch, Insider, and Forbes. Join us as we build something extraordinary—and this is just the beginning.About the RoleWe are seeking an Enterprise Client Success Manager to develop and strengthen relationships within our key enterprise accounts. As a vital partner to our clients, you will drive user adoption, ensure a seamless and impactful client experience throughout their journey, and foster trust with stakeholders to promote long-term growth. If you are passionate about relationship management, enjoy enhancing operational processes, and are adept at addressing complex client needs with both strategic insight and a hands-on approach, we want to hear from you. Success in this role requires being client-centric, detail-oriented, data-driven, and enthusiastic about shaping the future of our Enterprise business.
About Kalepa:In the realm of commercial insurance, a trillion-dollar industry still largely reliant on outdated tools like Microsoft Outlook, Kalepa is pioneering a transformative change.Kalepa presents an advanced AI Underwriting Platform designed for professional-grade AI solutions. Our platform empowers the world's leading insurers to centralize submission data, uncover vital risk insights, and expedite decision-making with assurance. Clients experience significant enhancements in speed and portfolio quality immediately upon adopting Kalepa, with many referring to it as a “truly an underwriter’s dream.”Supported by top-tier investors, including IA Ventures and Inspired Capital, our team boasts experience from industry leaders like Facebook, Google, Amazon, Mastercard, and Uber.Our Values (This is essential):Kalepa is not just another company with a list of corporate values that gather dust. Our guiding principles are crafted to unleash the potential within our team.Success at Kalepa stems from five foundational principles:Hustle and Determination - We onboard individuals who take full ownership of their roles and tirelessly strive for excellence with speed. Tackling challenging problems is our standard.Deliver Customer Impact - Our obsession lies in creating a positive impact for our customers. Every feature and decision revolves around whether it aids insurers in making superior decisions.Meritocracy - We aim for the extraordinary, and that requires exceptional talent. We maintain high standards and reward excellence with rapid opportunities for growth.Transparency - We prioritize honest communication over office politics, encouraging the challenging of ideas rather than individuals.
Addition Wealth
OverviewAt Addition Wealth, we are dedicated to transforming financial health by ensuring that personalized financial expertise is both inclusive and accessible to all. By leveraging cutting-edge technology and forming impactful partnerships with leading companies and financial institutions, we empower individuals with sophisticated digital tools, a comprehensive knowledge hub, and access to top-tier financial professionals, enabling them to navigate their financial decisions with confidence. Our initiatives not only alleviate stress and enhance productivity but also revolutionize how individuals perceive and manage their finances.We are more than just another financial wellness platform; we are spearheading a revolution in financial decision-making. By harnessing technology, we aim to create seamless, impactful, and life-altering experiences. At Addition Wealth, you will have the opportunity to tackle complex challenges, stretch the limits of innovation, and develop tools that genuinely create a significant impact.Our efforts have garnered global recognition. Supported by prestigious fintech venture capitalists such as Barclays, Anthemis, and Nyca, Addition Wealth has been recognized as one of Business Insider’s 54 Promising Fintech Companies to Watch, received the UBS Female Founder Award in 2023, and was honored as a Top Innovator by the World Economic Forum. Our work has been featured in leading publications including Bloomberg, TechCrunch, Insider, and Forbes. Together, we are building something remarkable—and we are just getting started.About the RoleAddition Wealth seeks an Enterprise Client Strategy & Operations Manager to cultivate and enhance relationships with our key enterprise accounts. You will serve as a vital partner to our clients, facilitating user adoption, ensuring a seamless and impactful experience throughout the client journey, and fostering trust with stakeholders to drive sustainable growth. This role is both product-oriented and technical, allowing you to influence our product roadmap, oversee rollouts and implementations, and manage product quality assurance for specific features.If you excel in relationship management, technical product implementations, and prioritization, possess a passion for optimizing operational processes, and enjoy addressing complex client needs with a strategic and hands-on approach, we would love to hear from you. Success in this role hinges on being client-focused, detail-oriented, data-driven, and eager to contribute to our Enterprise business expansion.
Role Overview probook is hiring an Enterprise Customer Success Manager based in Manhattan. This role centers on building and maintaining strong relationships with enterprise clients. The goal: help clients get the most from probook’s products and services, and support their long-term success. What You Will Do Develop and sustain trusted partnerships with enterprise customers Guide clients through challenges and help them optimize their use of probook’s offerings Work with teams across the company to represent client needs and priorities Use data and insights to inform client strategy, satisfaction, and retention
Join Harvey as the Head of Customer Success for our Enterprise division across the Americas. In this pivotal role, you will lead our efforts to ensure that enterprise clients achieve maximum value from our solutions, fostering relationships and driving customer satisfaction. You will be responsible for establishing best practices, developing customer success strategies, and leading a talented team dedicated to exceeding customer expectations.As a key member of the leadership team, you will collaborate closely with sales, product, and support teams to enhance the customer journey and drive retention. Your strategic vision will shape our customer engagement initiatives, ensuring that we not only meet but exceed our clients' needs.
Metergy Solutions
Role Overview Metergy Solutions is looking for a Client Success Manager based in New York, New York. This role centers on helping clients reach their goals using Metergy’s products and services. The Client Success Manager serves as the main contact for clients, guiding them from onboarding through ongoing support. What You Will Do Act as the primary point of contact for assigned clients Guide clients through onboarding and answer their questions Analyze client needs and develop tailored strategies to support their objectives Work closely with internal teams to optimize client outcomes Identify opportunities for upselling and recommend solutions Foster long-term client relationships and ensure satisfaction
Connecteam
About Connecteam: Connecteam is a dynamic startup based in Tel Aviv, dedicated to transforming the work experience for the 80% of the global workforce that operates without a desk. Our innovative business management platform empowers thousands of companies by simplifying workforce management and enabling teams to concentrate on what matters most: growing their business. Position Overview: The Enterprise Customer Success Manager will play a pivotal role in managing Connecteam’s relationships with large business and enterprise clients, ensuring their ongoing success and satisfaction. The ideal candidate will have a profound understanding of workforce management processes in extensive business settings and will showcase exceptional interpersonal skills to act as a trusted advisor to our customers. Utilizing their expertise in digital transformation, they will identify challenges, design customized solutions, and implement innovative strategies to enhance product adoption and deliver outstanding value. This is a fully remote opportunity. Key Responsibilities: Develop and implement tailored customer success plans aligned with clients' strategic business goals. Maximize customer value from their Connecteam investment and ensure effective utilization of their licenses. Provide consultative support to clients in resolving issues and achieving their objectives. Analyze customer data to monitor progress and pinpoint areas for enhancement. Stay informed on industry trends and best practices to provide top-tier support. Collaborate closely with various departments to drive customer success initiatives. Partner with clients to develop new use cases and success stories. Quickly address any escalated client issues using resources from across the organization.
CompStak
At CompStak, we aspire to transform the commercial real estate landscape by providing unparalleled access to accurate and transparent market data. Our innovative platform enables users to access critical information effortlessly, fostering better and quicker transactions for all stakeholders in the industry. Location: Manhattan, New YorkHybrid Work Environment: Three days in the office, with flexibility for change We are seeking a dynamic and results-driven professional to join our Client Success team as a Client Success Manager. This pivotal role is designed for individuals who are passionate about enhancing client satisfaction and driving growth. As a Client Success Manager, you will be instrumental in ensuring our clients have exceptional experiences with CompStak by acting as their trusted advisor. Your responsibilities will include proactive account management, fostering customer satisfaction, and identifying opportunities for upselling, cross-selling, and renewing our suite of products and services. Become a vital part of our mission to bring transparency to the commercial real estate sector!
Role Overview Prolific is looking for an Enterprise Customer Success Manager to join the team in a hybrid role based in New York City. This position centers on building and maintaining strong relationships with enterprise clients, helping them reach their objectives with Prolific’s solutions. What You Will Do Develop and nurture partnerships with enterprise customers, acting as their main point of contact. Provide strategic advice tailored to each client’s goals and business needs. Advocate for client interests within Prolific, ensuring their feedback and requirements are heard. Drive engagement and retention by managing accounts proactively, conducting regular check-ins, and offering personalized support. Spot opportunities for upselling and cross-selling services that align with client needs, contributing to company growth. Location This is a hybrid position based in New York City. Some in-office presence is expected.
Rightway Healthcare
ABOUT THE ROLE Rightway Healthcare is seeking a driven and operationally adept Client Success Manager (CSM) to enhance our Care Navigation team. In this pivotal role, you will serve as the key contact for a diverse array of client accounts, ensuring their experience with our services is not only seamless but exceptional. This role is crucial to our success; the ideal candidate will cultivate strong relationships with essential stakeholders, including brokers, carriers, and TPAs. You will deliver value, satisfaction, and measurable outcomes aligned with our clients' business objectives while ensuring the 'voice of the client' influences our internal collaborations with cross-functional teams. Your contributions will significantly affect client retention, satisfaction, and the overall growth of the company. WHAT YOU’LL DO Relationship Management: Own and nurture the overall client relationship, establishing long-lasting connections and acting as a trusted advisor. Be the first point of contact for day-to-day inquiries from both external and internal stakeholders. Proactive Client Engagement: Adopt a strategic approach to build insightful relationships with clients and their stakeholders. Throughout the client journey, focus on understanding their goals, providing tailored solutions, and identifying opportunities for growth while preventing potential issues. Success Metrics and Reporting: Monitor client health, making data-driven decisions to support strategic planning and growth initiatives. Analyze trends and generate insights to innovate solutions that enhance value and resolve issues, delivering quarterly business reviews to clients and stakeholders. Upselling & Renewals: Oversee the entire renewal process while identifying opportunities for upselling and cross-selling additional services to elevate the client experience and support organizational growth. Cross-functional Collaboration: Collaborate with Sales, Implementation, Product, Marketing, Analytics, and Support teams to ensure a cohesive approach to client success, bringing client insights into meaningful discussions with stakeholders to improve services.
Zeta Global
WHO WE ARE Zeta Global (NYSE: ZETA) is an innovative AI-Powered Marketing Cloud that harnesses advanced artificial intelligence (AI) and vast consumer insights to empower marketers in acquiring, retaining, and expanding customer relationships efficiently. Our Zeta Marketing Platform (ZMP) aims to simplify sophisticated marketing through the unification of identity, intelligence, and omnichannel activation, leveraging one of the industry’s largest proprietary databases and AI capabilities. We enable our enterprise clients across various industries to personalize consumer experiences at an individual level, enhancing the effectiveness of their marketing initiatives. Founded in 2007 by David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City, with offices around the globe. To learn more, visit www.zetaglobal.com. THE ROLE The Senior Client Success Manager – Programmatic is a dynamic, client-facing position responsible for overseeing the comprehensive success of a portfolio of strategic programmatic accounts. In this role, you will act as the primary client liaison, operational expert, and strategic ally, managing live campaigns, directing client communications, and driving performance, retention, and growth. This position demands robust programmatic expertise, sound judgment, and the capability to work autonomously while fostering close collaboration with Sales, Analytics, and Operations teams. This is a hybrid position based in New York City (3 days/week). RESPONSIBILITIES Oversee and manage 10+ active programmatic campaigns end-to-end across multiple accounts. Lead all client communications, including status calls, quarterly business reviews (QBRs), and escalations, providing clear insights and recommendations linked to business outcomes. Act as the technical owner of campaign execution, collaborating closely with Operations to ensure proper setup, effective optimization, and alignment with strategic goals (targeting, pacing, QA, troubleshooting). Leverage a deep understanding of DSP functionality and optimization levers to guide setup decisions, troubleshoot issues, and drive performance enhancements. Generate client-ready reporting and performance insights in conjunction with Analytics. Proactively identify and facilitate upsell, cross-sell, and renewal opportunities in partnership with Sales. Collaborate cross-functionally to address issues, drive improvements, and enhance client satisfaction.
Sigma Computing
About Sigma Computing Sigma Computing builds cloud-based analytics and business intelligence tools that help organizations turn complex data into clear business insights. The platform is designed for users at any technical level, making it easier for teams to ask questions of their data and act on what they find. Role Overview: Enterprise Customer Success Manager This role focuses on helping enterprise clients get the most out of Sigma Computing’s platform. The Enterprise Customer Success Manager works closely with high-value accounts, aiming to strengthen relationships, drive adoption, and improve Net Dollar Retention (NDR) through thoughtful account management and growth strategies. What You Will Do Strategic Account Management: Build and maintain strong relationships with decision-makers and influencers at key enterprise accounts. Analytics Guidance: Use expertise in analytics and business intelligence to help clients make the most of Sigma Computing’s platform, supporting them as they analyze data and uncover insights. Drive NDR Growth: Develop and carry out plans to increase NDR by identifying upsell and cross-sell opportunities, and by reducing churn through proactive support. Customer Advocacy: Serve as the link between clients and the product team, representing customer needs and suggesting features or improvements to boost satisfaction and retention. Success Planning: Collaborate with clients to create and implement plans that connect Sigma Computing’s capabilities to their specific business goals. Education and Enablement: Lead training sessions, webinars, and workshops to increase product knowledge, adoption, and engagement among users. Location This position is based in New York City, NY.
Join Dealpath as a Customer Success Manager and be a pivotal part of our dynamic team in New York City!In this role, you will be instrumental in guiding our customers to fully leverage Dealpath's capabilities, ensuring they achieve their business objectives with our platform.What You Will Be Doing:Engaging with customers to understand their business processes, establish success metrics, and develop a tailored customer journey.Providing training, onboarding, and ongoing support to facilitate customer adoption of Dealpath.Creating and delivering both virtual and in-person training sessions.Responding to customer inquiries via phone and email to resolve issues effectively.Contributing to the development of self-service documentation and video training resources.Collaborating across Dealpath's Sales, Marketing, and Product teams to communicate customer use cases and enhance product support.Maintaining the satisfaction, growth, and retention of a portfolio of customer accounts.Assisting the Customer Success team in refining processes and metrics to accelerate the growth of our function.
About RadarRadar stands as the global leader in geolocation technology, offering innovative geofencing SDKs, maps APIs, and AI-powered solutions tailored for marketing, fraud prevention, and operational teams.Why Choose Radar?We are trusted by industry giants, ranging from dynamic startups to Fortune 500 companies.Our scale is impressive: we handle over 1 billion API calls daily from hundreds of millions of devices.We are well-financed, with $85.5 million raised from top-tier investors like Accel and Insight Partners.Our culture promotes high performance, with ambitious and entrepreneurial individuals in every role.Our new office in Flatiron, Manhattan, NYC is a fantastic place to work.Crain's recently recognized us as one of the top 10 best places to work in NYC.We are just beginning our journey, and we need you to help us grow.About the RoleWe are seeking an Enterprise Customer Success Manager to nurture our expanding Fortune 500 clientele and enhance the value of our customer partnerships. In this role, you will act as a consultative business partner, assisting customers in leveraging our location-based products and solutions to create significant impacts and transform their business operations.You will report directly to our Chief Customer Officer. This position is based in our New York City headquarters, with in-office work from Monday to Thursday and the flexibility to work from home on Fridays.For U.S.-based candidates, the base salary for this full-time position ranges from $120,000 to $140,000 per year, with On Target Earnings (OTE) projected between $140,000 and $160,000 annually. Additional performance bonuses and incentives may apply.In addition to competitive cash compensation, we offer full-time employees an attractive equity plan, including stock option grants. This represents a meaningful ownership stake in Radar as we build a category-defining company together.Salary ranges are determined by role, level, and location. The range displayed in this posting reflects the minimum and maximum target for new hire salaries across all U.S. locations. The exact offer may vary based on market location, job-related skills, experience, and relevant education or training.
As an Enterprise Customer Success Manager at findigs, you will play a pivotal role in ensuring our enterprise customers achieve their desired outcomes while using our platform. You will be responsible for building strong relationships, providing strategic guidance, and facilitating the overall success of our clients. Your expertise will help drive customer retention and satisfaction, ultimately contributing to the growth of our business.In this dynamic position, you will collaborate closely with our sales and product teams to streamline processes and ensure a seamless customer experience. You will analyze customer data to identify trends and proactively address potential challenges. Your passion for customer success and your ability to communicate effectively will make you a key asset to our team.
Join adora as an Account Manager - Enterprise Growth and play a pivotal role in driving our enterprise client engagement. In this dynamic position, you will be responsible for managing and expanding relationships with our key enterprise clients, ensuring their needs are met while identifying opportunities for growth. Your expertise in strategic account management will be crucial in delivering tailored solutions that drive client success.
Similarweb is hiring a Senior Customer Success Manager to support enterprise clients in New York, NY. This position focuses on building strong relationships and helping organizations get the most value from Similarweb’s solutions. Role overview The Senior Customer Success Manager works directly with a portfolio of enterprise customers. The goal is to drive engagement, address client needs, and maintain high levels of satisfaction. Success in this role comes from understanding each client’s objectives and ensuring their ongoing partnership with Similarweb is productive and valuable. What you will do Develop and maintain long-term relationships with enterprise clients Guide customers to maximize the value of Similarweb’s solutions Promote customer engagement and satisfaction across a diverse client base Requirements Experience managing enterprise customer relationships Strong communication and relationship-building skills Strategic mindset with a focus on client success
Role overview Jobgether is looking for a Client Success Manager to join its team in a fully remote position based in New York. The main focus is on building and maintaining strong relationships with client partners. This position plays a key part in supporting the success of Jobgether’s mental health programs and involves frequent collaboration with colleagues across the company. What you will do Develop and nurture productive partnerships with clients Collaborate with internal teams to ensure mental health programs align with client needs Use strategic thinking and clear communication to enhance client experiences Support projects that benefit both the Client Success team and the broader organization Work environment This position is fully remote, providing flexibility and the opportunity to contribute to a mission focused on mental health impact.
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