Customer Success Specialist, RevTech

2 months ago


Remote, Oregon, United States SBI Full time

Carabiner Group an SBI Growth Company, is looking for an experienced, highly organized, and process-driven Engagement Manager to join our team. As a Salesforce and HubSpot partner, we work alongside our clients to advise, design, and implement industry leading solutions to transform their core business operations. In this role, you will have a significant impact on helping our clients and teams solve their business challenges, helping C-suite and program leaders transform their organization. Leading a multidisciplinary team, you will enhance operations across client business functions through the use of technology, innovative business strategy, and industry-driven solutions. You will also significantly contribute to the direction of our firm by leading project teams, identifying and mitigating risks, and proposing strategic and operational improvements to ensure quality and efficiency in our delivery practices.


Work you'll do

  • Develop, manage, and grow trust-based relationships with clients by fostering open communication, understanding their business, and supporting change management activities
  • Surface and execute process improvement initiatives to ensure processes and services efficiently meet staff and client needs.
  • Manage initiation, planning, execution, ongoing monitoring, and closure of client projects assigned in collaboration with internal and external stakeholders
  • Partner with client(s) to map their current process, understand client pain points and identify areas of improvement to maximize efficiencies
  • Collaborate with technical and functional resources to analyze, plan, and document requirements, standards, and schedules for projects
  • Communicate with key stakeholders on a regular basis to provide updates on the status of projects, issues, risks and ensure expectations are aligned
  • Ensure all knowledge is stored and available for easy consumption for team members and clients on all projects

Who you are

  • 3+ yrs experience in a program & project management, client relationship management, or a related role
  • Ability to build rapport and strong working relationships quickly within all levels of the organization, across different stakeholders including internal and external
  • Proven ability to thrive in a start-up environment with a strong sense of urgency and accountability
  • Excellent project management skill and emotional intelligence with experience balancing both strategic and tactical work
  • Ability to obtain Salesforce Admin Certification within 90 days of employment
  • Outstanding written and verbal communication skills, executive level presence and experience working in a client advisory role
  • Superior analytical and problem solving abilities across business and technology
  • Proven ability to manage Agile methodologies
  • Successful track record serving as the project manager for enterprise CRM implementation and technology initiatives
  • Self-motivated and driven; confident when working independently, but a strong team player
  • Prior experience with Marketing, Sales, and/or Customer Success preferred

What's in it for you?

  • Competitive Salary
  • Unlimited Paid Time Off
  • Top-tier Health Benefits that includes employer paid plan options for Health, Dental and Vision Insurance
  • A community dedicated to building on our experiences, learning and growing through formal and informal training, mentorship and hands-on experience
  • Flexible work environment: Work remotely from the comfort of your home
  • Opportunities for growth: We enable our team members to build their dream job at Carabiner Group and opportunities for advancement can span beyond just demonstrating rockstar performance. We are proud to offer our Mentorship program, an active plan designed to provide team members with a clearly defined path to build new skills and grow.


  • Remote, Oregon, United States Pathway Homes Full time

    At Pathway Homes we create homeowners Collectively, we believe in doing well by doing good. We are focused on building a collaborative team of like-minded individuals who are aligned with our purpose in driving a meaningful impact on the housing crises facing millions of Americans today. We aim to operate as an all-in-one single-family alternative home...


  • Remote, Oregon, United States Bitwarden Full time

    Bitwarden empowers enterprises, developers, and individuals to securely store and share sensitive data. With a transparent, open-source approach to password management, secrets management, and passwordless and passkey innovations, Bitwarden makes it easy for users to extend robust security practices across all online activities. Founded in 2016 with...


  • Remote, Oregon, United States SmarterDx Full time

    RoleSmarterDx is seeking a talented Customer Success Manager who can help our customers thrive. In this role, you will ensure our health system clients have a positive experience with SmarterDx by developing deep relationships with clients, from hospital CFOs to Clinical Documentation Specialists to IT managers and beyond. You will collaborate with...


  • Remote, Oregon, United States SplitMetrics Full time

    Hi It's SplitMetrics, a remote-first team of experts building the future of mobile marketing. Top app developers turn to us for intelligent data-driven solutions designed for Apple Search Ads scale, A/B testing, and market insights. Why SplitMetrics? For almost 9 years, we've been at the forefront of mobile marketing industry, providing an ecosystem of...


  • Remote, Oregon, United States EngagedMD Full time

    You are an experienced Customer Success Manager with superior relationship management skills, intent on helping a tech organization achieve its mission by building strong relationships with clients and driving deeper into accounts. We're EngagedMD and we have a patient journey application used by more than 2 million users nationwide and internationally since...


  • Remote, Oregon, United States Neota Full time

    DescriptionCandidate sought for a customer-facing leader within a growing software company. Neota is a no-code automation cloud platform that allows our customers to build and deploy bespoke expert automation system applications, without knowing how to code. We primarily work in the legal space, with top law firms, large corporations and educational...


  • Remote, Oregon, United States BlackLine Full time

    Get to Know Us:It's fun to work in a company where people truly believe in what they're doing At BlackLine, we're committed to bringing passion and customer focus to the business of enterprise applications. Since being founded in 2001, BlackLine has become a leading provider of cloud software that automates and controls the entire financial close process....


  • Remote, Oregon, United States CertifID Full time

    Cybercrime is rising, reaching record highs in 2023. According to the FBI's IC3 report total losses exceeded $12 billion. With investment fraud and BEC scams at the forefront, the message is clear: the real estate sector remains a lucrative target for cybercriminals. At CertifID, we take this threat seriously and provide a secure platform that verifies the...


  • Remote, Oregon, United States SmarterDx Full time

    RoleAs the Head of Customer Success at SmarterDx, you will build and scale SmarterDx's Customer Success function from scratch as we continue on our trajectory to become a dominant force in the clinical documentation space. You won't just be an intermediary for our clients: rather, you will draw upon your direct expertise in hospital revenue cycle management,...


  • Remote, Oregon, United States Cloudflare Full time

    About UsAt Cloudflare, we are on a mission to help build a better Internet. Today the company runs one of the world's largest networks that powers millions of websites and other Internet properties for customers ranging from individual bloggers to SMBs to Fortune 500 companies. Cloudflare protects and accelerates any Internet application online without...


  • Remote, Oregon, United States Talkable Full time

    Drive success for top e-commerce brands with our state-of-the-art referral marketing technologies.Talkable, a pioneer in Referral Marketing for e-commerce, has been empowering brands like American Eagle, Ralph Lauren, SwimOutlet, Alo, Crate and Barrel, and Peet's Coffee & Tea since 2010. Our remote team is based across the US and Europe, delivering superior...

  • Account Manager

    22 hours ago


    Remote, Oregon, United States VIVIO Health Full time

    Job DescriptionCompany OverviewVIVIO Health is a Public Benefit Corporation that utilizes data and technology to deliver superior health outcomes for individuals while reducing pharmacy benefit costs for our employer customers.Mission and ImpactWe are on a mission to revolutionize the way pharmacy benefits are delivered. Our evidence-based, data-driven...


  • Remote, Oregon, United States Harris healthcare Full time

    Join the vibrant team at Systems and Software as our new Customer Success Manager, where innovation meets dedication We're on the hunt for a dynamic, team-spirited individual who is not just committed to excellence in customer service but also possesses sharp analytical skills and a zest for thriving in a high-energy setting.As a pivotal part of our Support...


  • Remote, Oregon, United States Bullhorn Full time

    For the past 25 years, Bullhorn has dedicated itself to building industry-leading, cloud-based software for the staffing and recruitment industry. Led by the original co-founder, partnered with private equity, and powered by seasoned leaders across a global workforce with an eye toward innovation, Bullhorn has had year over year growth, making it the market...


  • Remote, Oregon, United States RepeatMD Full time

    About Us:We are a Team on a Mission to help our clients transform their patients' lives. Our technology combines the power of rewards, patient financing, and ecommerce into our client's own mobile app. Enabling our small business owners the power to drive revenue 24/7/365 while also providing a best in class patient experience for their customers. We are the...


  • Remote, Oregon, United States Applied Systems Full time

    Job DescriptionApplied Systems, Inc., a worldwide leader in insurance technology, is currently searching for a Customer Success Manager who will manage and create strong relationships with assigned customer accounts, ensuring customer recognition of ROI, high customer satisfaction and successful use of their Applied EPIC & extended solutions. The ideal team...


  • Remote, Oregon, United States Seekr Technologies Full time

    Location: Fully RemoteAbout the Opportunity:We are searching for an experienced Customer Success Manager who has a passion for technology and can deliver against key revenue targets. Seekr is looking to extend our market footprint and unlock bigger partnerships and deals. In partnership with our sales teams, we will be building out the Customer Success...


  • Remote, Oregon, United States SchooLinks Full time

    DescriptionThe Schoolinks Customer Success Team is continuing to grow as we bring on new customers. We're looking for passionate, customer centric individuals to be the next Customer Success Managers. Your Responsibilities will include...Serving as the main point of contact and build relationships with our districts through the various life cycle milestones...


  • Remote, Oregon, United States Clarify Health Solutions Full time

    Our MissionWe exist to power better care. We are on a mission to power better care​ by delivering he actionable data, insights and incentives that enable providers to improve access, affordability, and health outcomes. Clarify translates vast amounts of healthcare data into achievable actions to engage providers, optimize their performance and contain...


  • Remote, Oregon, United States Arcadia Full time

    Arcadia is dedicated to happier, healthier days for all. We transform diverse data into a unified fabric for health. Our platform delivers actionable insights for our customers to advance care and research, drive strategic growth, and achieve financial success. For more information, visit Why This Role Is Important to Arcadia At , the Customer Success...