Current jobs related to Customer Success Advisor - Carlsbad - HME


  • Carlsbad, United States Comprehensive Advisor Full time

    Job DescriptionJob DescriptionJob DescriptionAre you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely in a cooperative team environment, developing custom financial plans for prospects, constantly challenging yourself, and providing superior customer service and...


  • Carlsbad, United States Comprehensive Advisor Full time

    Job OverviewPosition SummaryAre you eager to advance your career within a dynamic team? If you are self-driven, detail-oriented, and committed to providing exceptional service, we invite you to consider this opportunity. Our reputable financial services organization is in search of a Financial Planning Support Coordinator. The ideal candidate will...


  • Carlsbad, United States ViaSat Full time

    About usOne team. Global challenges. Infinite opportunities. At Viasat, we're on a mission to deliver connections with the capacity to change the world. For more than 35 years, Viasat has helped shape how consumers, businesses, governments and militaries around the globe communicate. We're looking for people who think big, act fearlessly, and create an...

  • Service Advisor

    4 months ago


    Carlsbad, United States Tate Branch Autoplex Carlsbad Full time

    Job DescriptionJob DescriptionJob Summary: The responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance before maintenance is scheduled. About Us: Here at Tate Branch Auto Group we strive to be the best in all areas of our...

  • Parts Advisor

    3 months ago


    Carlsbad, United States Tate Branch Autoplex Carlsbad Full time

    Job DescriptionJob DescriptionThe Parts Advisor at Tate Branch Autoplex Carlsbad is a full-time position, with a base pay plus commission opportunity, in the auto industry. The position of Parts Advisor is a highly customer-oriented role, working closely with both customer service personnel and with vehicle repair technicians to ensure that our customers are...


  • Carlsbad, United States CFA Institute Full time

    Position Type: RegularYour OpportunityAt CFA Institute, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, allowing us to redefine the finance industry together.As a Client Engagement Specialist, you will have the chance to channel your enthusiasm for customer service into a role that fosters your...

  • Construction Advisor

    2 weeks ago


    Carlsbad, United States Workrise Full time

    Role: Construction AdvisorOur Vision: Workrise is where the best workers power the world’s most successful projects. We are united by a common mission: to deliver services and technology that fundamentally change how skilled workers and the businesses they serve get hard work done.Job Description:Formulate construction strategies and plans to support...

  • Construction Advisor

    2 weeks ago


    Carlsbad, United States Workrise Full time

    Role: Construction AdvisorOur Vision: Workrise is where the best workers power the world’s most successful projects. We are united by a common mission: to deliver services and technology that fundamentally change how skilled workers and the businesses they serve get hard work done.Job Description:Formulate construction strategies and plans to support...


  • Carlsbad, CA, USA, United States ESM INSITE Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Customer Success Associate to join our team at ESM INSITE. In this role, you will provide critical support to our Claims Advocates by gathering and maintaining accurate data, ensuring seamless customer experiences, and driving business growth.Key ResponsibilitiesSupport Claims Advocates in...


  • Carlsbad, United States Bank of America Full time

    Merrill Financial Solutions Advisor - San Diego Market page is loaded Merrill Financial Solutions Advisor - San Diego Market Apply locations Carlsbad San Diego San Diego La Jolla San Diego time type Full time posted on Posted 9 Days Ago job requisition id 24015404 Job Description: At Bank of America, we are guided by a common purpose to help make financial...


  • Carlsbad, United States La Costa Glen Carlsbad CCRC LLC Full time

    Join Our Esteemed Senior Living CommunityWe are seeking a passionate and committed individual to become a part of our award-winning Senior Living Community, recognized as a Great Place to Work and ranked among the top in Aging Services. Step into a rewarding career as our Sales Advisor (Inside Sales Representative) at La Costa Glen, where every interaction...

  • Entry Level

    4 months ago


    Carlsbad, United States Comprehensive Advisor Full time

    Job DescriptionJob DescriptionOur well-established and growing Financial Services Firm in Carlsbad, CA is seeking to add a New Business Specialist to our Team! The ideal candidate for this role will be someone who has the desire to work in the industry long-term and contribute to the growth of our business.Our office strives to provide excellent service to...

  • Entry Level

    4 months ago


    Carlsbad, United States Comprehensive Advisor Full time

    Job DescriptionJob DescriptionOur well-established and growing Financial Services Firm in Carlsbad, CA is seeking to add a New Business Specialist to our Team! The ideal candidate for this role will be someone who has the desire to work in the industry long-term and contribute to the growth of our business.Our office strives to provide excellent service to...

  • Entry Level

    10 hours ago


    Carlsbad, United States Comprehensive Advisor Full time

    Job DescriptionJob DescriptionOur well-established and growing Financial Services Firm in Carlsbad, CA is seeking to add a New Business Specialist to our Team! The ideal candidate for this role will be someone who has the desire to work in the industry long-term and contribute to the growth of our business.Our office strives to provide excellent service to...


  • Carlsbad, United States Carlsbad Chevrolet Full time

    Job DescriptionJob DescriptionJOIN OUR TEAMCarlsbad Chevrolet strives to create a positive and challenging workplace that promotes excellence and achievement, and we aim to deliver the very best experience possible to our customers. We are looking for dedicated and motivated professionals who share that same passion to join or service team.Imagine working in...


  • Carlsbad, United States NES Fircroft Full time

    MAIN FUNCTIONS • Champion Safety • Formulate construction strategies and plans to support successful construction planning and execution • Represent Construction in concept screening/selection, contracting strategy/evaluation, and other early project planning efforts • Provide core competency/expert Construction consultation and support to functional...


  • Carlsbad, United States Northwestern Mutual Full time

    Financial Advisor Career OpportunityOur Carlsbad office is seeking a talented Financial Advisor to join our growing practice. As a Financial Advisor with Northwestern Mutual, you will have the opportunity to build a successful career while making a meaningful impact on the lives of others.About the RoleWe are looking for a self-motivated individual with...


  • Carlsbad, United States Northwestern Mutual Full time

    Financial Advisor Career OpportunityWe are seeking a highly motivated and skilled Financial Advisor to join our team at Northwestern Mutual in Carlsbad, California. As a Financial Advisor, you will have the opportunity to build a successful career in financial services, helping clients achieve their financial goals and objectives.About the RoleThe Financial...


  • Carlsbad, United States AutoNation Full time

    About the RoleWe are seeking an experienced Automotive Technician to join our team at AutoNation. As a key member of our service department, you will be responsible for performing vehicle repairs and maintenance to the highest standards, ensuring customer satisfaction and loyalty.Key ResponsibilitiesPerform vehicle repairs and maintenance as assigned,...


  • Carlsbad, California, United States NES Fircroft Remote Work Freelance Full time

    MAIN FUNCTIONS • Champion Safety • Formulate construction strategies and plans to support successful construction planning and execution • Represent Construction in concept screening/selection, contracting strategy/evaluation, and other early project planning efforts • Provide core competency/expert Construction consultation and support to functional...

Customer Success Advisor

3 months ago


Carlsbad, United States HME Full time

HME has been creating innovative products for the drive-thru and pro-audio industries since 1971. From the very beginning, we've known these solutions would never have happened without the customer-focused people who make up our company. HME has a team environment with a culture of collaboration, learning, and growth. With subsidiaries located in California, Georgia, Missouri, Canada, UK and China, companies around the world depend on HME for clear, reliable communication solutions. From setting the standard for drive-thru headsets and timer systems in the quick service restaurant (QSR) industry to developing professional audio equipment used in the Olympic Games, HME strives to create the newest, most innovative products on the market while providing quality care and attention to its customers. Come join our team

We are currently recruiting a **Customer Success Advisor** at HME. In this role you will be the internal customer advocate responsible for aligning HME resources to successfully execute on our key accounts’ business goals and initiatives. The Customer Success Advisor contributes to the success of the organization by partnering with Account Managers, overseeing projects, and strengthening relationships with organizations across HME (Support and Operations, Product Development, and Finance) and directly working with the respective brand personnel.

**What you will do in the position**:

- Lead the day-to-day “HME Experience” for assigned account base
- Build relationships with key stakeholders in the customer’s organization, act as the trusted/strategic advisor with customers and drive continued value
- Monitor and identify customer health and utilization trends, provide recommendations based on risk and customers' business needs
- Identify customer retention risk and collaborate with internal teams to remediate and ensure successful long term customer relationships
- Responsible for working with clients to establish meaningful cadences for reporting and meetings with clearly defined objectives, stakeholders, milestones, risks and metrics for success
- Oversee the overall use of HME solutions, including onboarding of new services, special event-based initiatives, and large-scale changes/migrations
- Work in concert with Account Managers and other members of the HME Team to meet and exceed Customer’s expectations, grow market share and revenue across all HME Products and Services
- Identify, clearly communicate and manage risk through proactive touchpoints and taking the lead in developing resolution strategies
- Fully understand Customer’s business and workflow to establish credibility with a consultative approach
- Introduce and implement new products and features to customers based on needs uncovered during strategic customer conversations
- Leverage deep functional expertise to increase Customer usage of existing services across the entire franchise base
- Act as an internal liaison between members of the “account team” and the various departments across HME (Support and Operations, Product and Development, Finance)
- Work with HME Customer Support teams to identify chronic issue patterns or trends and assist in aligning resources to correct
- Be the voice of the Customer internally at HME. Gather feedback directly on services/support and proactively address and escalate
- Partner with Account Managers to help ensure expansion opportunities are identified and closed successfully

**What you will need to succeed in this position**:

- Strong verbal and written communication skills, including preparation and presentation for the C-Level audience
- Excellent organizational skills to proactively manage multiple priorities and track a variety of tasks with a strong sense of urgency to meet deadlines.
- Attention to detail.
- Effective customer service and problem-solving skills.
- Advanced proficiency with Microsoft Office (Excel/Word/PowerPoint).
- Effectively convey pertinent information verbally and in writing to project team, customers, and others in constructive manner.
- Proven conflict resolution skills.
- Minimum of 2 years related experience required.
- Experience in a customer-facing Customer Success, Account Management, Technical Account Management or Service Support required.
- Bachelor's Degree in Business strongly preferred or equivalent combination of education and experience
- Project Management Professional (PMP) preferred
- Travel: Up to 25%

Pay Range: $57,600.00 - $76,800.00 This is the pay range we reasonably expect to pay for the role. This may vary depending on experience and other factors. Our benefits package includes tuition reimbursement; 3 weeks paid vacation your first year, paid holidays, medical, vision and dental coverage, pet insurance, life insurance, and 401K contributions.

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.