Current jobs related to Client Success Manager - Long Beach, California - Lexitas

  • Client Services Program Manager

    2 weeks ago

    Long Beach, California, United States Chatolic Charities Full time

    Job SummaryCatholic Charities is seeking a highly skilled and compassionate Regional Client Services Coordinator to join our team. As a key member of our Homeless Services department, you will play a critical role in connecting families with children experiencing homelessness to essential services through the Long Beach Coordinated Entry System.Key...

  • Client Success Specialist

    1 week ago

    Huntington Beach, California, United States Valer Full time

    About the RoleValer is a cloud-based application automating healthcare revenue operations and providing connectivity solutions among healthcare insurers and providers. We are committed not only to improving but transforming healthcare.Job SummaryWe are seeking a highly skilled Client Success Associate to join our team. As a Client Success Associate, you will...

  • Client Success Associate

    6 days ago

    Huntington Beach, California, United States Valer Full time

    About ValerValer is a cloud-based application that automates healthcare revenue operations and provides connectivity solutions among healthcare insurers and providers. Our mission is to speed and simplify prior authorization management, enabling our clients to deliver faster, easier healthcare to their patients.Job SummaryWe are seeking a highly skilled...

  • Lead Client Success Strategist

    4 weeks ago

    Newport Beach, California, United States Perseus Group, Constellation Software Full time

    Position OverviewThis is a senior-level role within the Client Success Team, focusing on a well-established client portfolio while serving as a guiding force for team members through education and mentorship.Company VisionAt Perseus Group, part of Constellation Software, our mission is to strengthen and expand our client relationships through collaborative...

  • Strategic Customer Success Manager

    1 week ago

    Long Beach, California, United States Flow Engineering Full time

    About the RoleWe are seeking a highly skilled Strategic Customer Success Manager to join our team at Flow Engineering. As a key member of our customer success team, you will be responsible for driving customer growth, retention, and satisfaction.Key ResponsibilitiesCustomer Success Strategy: Develop and execute customer success strategies to drive growth,...

  • Lead Client Success Strategist

    4 weeks ago

    Newport Beach, California, United States Perseus Group, Constellation Software Full time

    Position Overview:This is a senior-level role within the Client Success division, focusing on a well-established client portfolio while serving as a mentor and leader for the team. Objective:The primary aim of Perseus Group is to enhance and expand our client relationships through collaborative efforts across all organizational levels. To achieve this...

  • Client Experience Manager

    1 week ago

    Long Beach, California, United States Vaco Full time

    Job SummaryVaco is seeking a highly skilled Client Experience Manager to join our team. As a key member of our organization, you will be responsible for driving our client experience initiatives and ensuring that our clients receive exceptional service.Key ResponsibilitiesClient Experience Insights & Feedback (60%)Collect and analyze client feedback to...

  • Client Success Specialist

    4 weeks ago

    Newport Beach, California, United States Penny Jar Capital, LLC Full time

    Why This Role MattersAt Penny Jar Capital, LLC, we are dedicated to ensuring our clients not only adopt our solutions but also derive maximum value from them. Our clientele includes some of the most innovative companies in the tech sector, and your role will be pivotal in fostering their continued engagement and satisfaction.As a key player in our...

  • Senior Manager

    2 weeks ago

    Long Beach, California, United States Jobot Full time

    About UsWe are a rapidly growing professional services firm established in the United States, with a strong presence in Fresno and a rapidly expanding footprint across the country. Our company is committed to delivering exceptional accounting and advisory services to our clients, and we are seeking a highly skilled and dedicated individual to join our team...

  • Client Engagement Coordinator

    4 weeks ago

    Long Beach, California, United States HydraFacial Company Full time

    Client Success RepresentativeCustomer Service RoleOverview*Position at The HydraFacial Company*WHY YOU'LL ENJOY THIS POSITION:You will play a vital role in enhancing sales for our less active clients while celebrating their achievements.Your focus will be on establishing efficient and consistent interactions with clients.You will transform our strategic...

  • Client Success Coordinator

    2 weeks ago

    Huntington Beach, California, United States Experiential Group Full time

    Job OverviewExperiential Group is seeking a highly motivated and results-driven Sales Team Lead to join our dynamic team. As a Sales Team Lead, you will play a critical role in driving business growth and expansion through strategic sales initiatives.Key Responsibilities:Develop and execute sales strategies to achieve business objectivesBuild and maintain...

  • Client Engagement Specialist

    3 weeks ago

    Long Beach, California, United States HydraFacial Company Full time

    Client Engagement SpecialistCustomer ServiceOverview*Position at The HydraFacial Company*WHY YOU'LL ENJOY THIS ROLE:You will play a vital role in enhancing sales for underperforming clients while celebrating their achievements.Your focus will be on establishing efficient and consistent interactions with clients.You will transform our strategic goals into...

  • Client Engagement Specialist

    3 weeks ago

    Long Beach, California, United States HydraFacial Company Full time

    Client Engagement SpecialistCustomer ServiceOverview*Position at The HydraFacial Company*WHY YOU'LL ENJOY THIS ROLE:You will play a vital role in enhancing sales for underperforming clients while celebrating their achievements.Your focus will be on establishing efficient and consistent interactions with clients.Transform our strategy into your unique...

  • Client Services Coordinator

    3 weeks ago

    Long Beach, California, United States ICAN California Abilities Network Full time

    Job OverviewICAN Supported Employment ProgramPosition Summary:The Case Manager plays a crucial role in the administration of client services within the Supported Employment Program. This position is dedicated to assisting clients in achieving their service objectives and personal goals, aligning with the mission of ICAN. The ideal candidate will be...

  • Customer Success Strategist

    23 hours ago

    Long Beach, California, United States Flow Engineering Full time

    {"title": "Customer Success Manager", "description": "Be a Strategic Partner to Hardware TeamsYou will be joining Flow Engineering as our first Customer Success Manager based in LA or San Francisco. This is a unique opportunity to be a true strategic partner to some of the most innovative hardware companies in the world. When we return to the Moon, or make...

  • Client Services Coordinator

    3 weeks ago

    Long Beach, California, United States ICAN California Abilities Network Full time

    Job OverviewICAN Supported Employment ProgramPosition Summary:The Case Manager plays a crucial role in the administration of client services within the Supported Employment Program. This position is dedicated to ensuring that clients achieve their individual service objectives and goals, aligning with the mission of ICAN. The ideal candidate will exhibit...

  • Client Relations Specialist

    4 weeks ago

    Long Beach, California, United States Smart City Full time

    Customer Experience ProfessionalJob Category: Customer Service & Contact Center OperationsRequisition Number: CUSTO01045Job OverviewThe Customer Experience Professional plays a vital role in the success of the organization by collaborating closely with event management, venue operations, and key clients to address their needs effectively. This position is...

  • Director of Student Success

    2 days ago

    Long Beach, California, United States CSULB Full time

    Job SummaryThe Director of Beach XP is responsible for designing, implementing, and directing programs that enhance the student experience. This role leads and coordinates campaigns to strengthen student retention, while developing and supporting initiatives for student success in coursework and instilling a sense of belonging in the Beach community.Key...

  • Travel Nurse RN

    2 weeks ago

    Long Beach, California, United States HealthEcareers - Client Full time

    About the JobWe are seeking a highly skilled Registered Nurse to join our team as a Med-Surg Nurse at a top healthcare facility in Long Beach, California.Job SummaryThe successful candidate will provide high-quality patient care in a fast-paced medical-surgical environment, working closely with a multidisciplinary team to deliver exceptional patient...

  • Client Services Regional Coordinator

    2 weeks ago

    Long Beach, California, United States Catholic Charities of LA Full time

    Job SummaryCatholic Charities of Los Angeles, Inc. is a leading human services provider in California, dedicated to supporting individuals and families in need. Our mission is to find sustainable solutions to crises by empowering clients with the tools and resources to achieve self-reliance and long-term stability.This position plays a critical role in...

Client Success Manager

4 months ago

Long Beach, California, United States Lexitas Full time

SUMMARY:

The Client Success Manager (CSM) will be responsible for building and nurturing relationships with existing house accounts, as well as identifying and pursuing opportunities with potential copy side targets. The CSM's primary objective will be to drive organic growth by maximizing revenue from our existing client base and expanding our customer portfolio with the company's ongoing sales strategies and methods. CSM's collaborate with local Inside Sales Representatives, Operations personnel, and Management. Our clients and influencers are litigation attorneys, paralegals, legal secretaries, corporate general counsel, and insurance companies.

ESSENTIAL FUNCTIONS:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

B2B sales and telephone-based sales activities including lead follow-up, client cross-selling and client maintenance. Building business opportunities to grow revenue and increase unique client utilization thru in-person: individual and group meetings, service/product demonstrations, association networking, channel partners, events, outbound calling activities, email communication and social media networking. Identify and qualify new prospects and business opportunities.Leverage client referrals, associations, and networking to build sales pipeline.Identify new lead sources both outbound and inbound.Update and Manage Commence CRM tool for all assigned accounts.Achievement of all planned sales objectives, metrics, and targets monthly and quarterly by proactively selling via telephone to prospective new customer base, leads and cross-selling targets.Plan and organize time effectively to allow an optimal frequency of daily sales activities to meet required metrics.Manage Individual Accounts with emphasis on maintenance, up-selling, cross-selling and referral generation. Compile weekly sales reports and performance metrics as needed.Manage and grow pipeline as well as forecast accurately to management, with an emphasis on overall territory revenue growth, client growth and successful cross-selling, all of which will be key to success in this role.Communicate and collaborate effectively with other members of the organization at all levels.Drive sales activity to achieve monthly and quarterly revenue and new client sales targets.Serve as the primary point of contact for assigned house accounts, building and maintaining strong relationships to ensure customer satisfaction and retention.Conduct regular check-ins with clients to assess their needs, address any issues or concerns, and provide solutions to enhance their experience with Lexitas.Collaborate with internal teams, including sales, operations, and marketing, to develop and execute strategic account plans aimed at driving revenue growth.Heavy sales activities and calling activity, targeting new clients and service cross-selling targets.Compliance with all company policies.Safeguards confidentiality of the medical records and complies with all local, state, and federal laws pertaining to medical records. Assures compliance with all HIPAA regulations concerning use, retrieval, storage and sharing of medical records.Research and identify potential copy side targets within target markets or industries and develop outreach strategies to engage and onboard new clients.Stay informed about industry trends, competitor activities, and market developments to identify opportunities for business expansion and differentiation.Other duties as assigned.COMPETENCIES, SKILLS AND ABILITIESSpecific experience selling court reporting, legal videography and legal records retrieval services is highly desirable.WebEx or virtual sales presentation skills preferred.Proven experience in client services, account management, or sales, with a track record of driving revenue growth and achieving sales targetsStrong interpersonal skills, with the ability to build rapport and establish trust with clients at all levels of an organizationExcellent communication and negotiation skills, with the ability to articulate value propositions and influence decision-makingStrategic thinker with a proactive mindset, able to identify opportunities and develop creative solutions to address client needsFamiliarity with CRM and OS software (e.g., Salesforce, RB9) and proficiency in Microsoft Office SuiteAbility to work effectively both independently and as part of a collaborative teamWillingness to travel as needed to meet with clients or attend industry eventsAbility to provide extraordinary customer service to paralegals and attorneysIn a leadership capacity, actively demonstrates company SPIRITED valuesEffective communication skills (oral and written)Strong work ethicStrong attention to details and organizedHighly organized, efficient, and extremely resourcefulFlexible schedule and availability to work extended hours as requiredAbility to work with deadlines and work well under pressureExcellent attendance and punctuality
EDUCATION / EXPERIENCE
• Bachelor's degree in business, Marketing, or similar field preferred
• Six to seven or more years of advanced experience in at least a Senior/Experienced sales role preferred
• Experience working in a multi-function, multi-geography environment preferred
• Proven experience designing, building, and managing discrete and/or end-to-end processesSUPERVISORY RESPONSIBILITIES This role is a non-supervisory position with no direct reports LANGUAGE SKILLS Ability to effectively present information and respond to questions from internal and external customers whose first language is English CERTIFICATES, LICENSES, REGISTRATIONS None PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. TRAVEL REQUIREMENTS This position requires occasional travel. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to the job at any time with or without notice. Apply Now Other details Pay Type Salary Min Hiring Rate $40,000.00 Max Hiring Rate $60,000.00