Senior Vice President of Client Success

1 week ago

Walnut Creek, California, United States ASG Full time
COMPANY OVERVIEW

ASG is a distinctive collective of leading SaaS enterprises, catering to diverse sectors including behavioral health, transportation, and childcare. We firmly believe in harnessing the synergy of people and data to foster exceptional organizations, and that the exchange of knowledge, expertise, and resources across our network of businesses propels remarkable growth. Since our establishment in August 2016, ASG has successfully acquired over 50 companies. Supported by Alpine Investors, we are guided by exceptional PeopleFirstTM leaders. Founders of prominent SaaS firms consistently place their trust in ASG to enhance their businesses and cultivate even more robust legacies for the future. To discover more, please visit our website.

ROLE SUMMARY

The Vice President of Customer Success will be instrumental in collaborating with ASG OpCos to drive revenue enhancement through onboarding, adoption, and expansion strategies.

As a member of the ASG HoldCo team, you will be part of the Growth team and report directly to the Chief Strategy Officer. In this capacity, your responsibilities will include:
  • Executing a systematic approach for engaging OpCos, typically through 60-90 day initiatives.
  • Maintaining a comprehensive catalog of defined services with anticipated outcomes.
  • Conducting swift assessments for each engagement, concentrating on the most significant areas of opportunity.
  • Actively collaborating with operators to achieve results. Be prepared to engage hands-on.
  • Tracking KPIs and transitioning to skilled operators to ensure sustained progress.
WHY THIS ROLE IS EXCITING:
  • Utilize your hands-on operational experience while adopting a consultative approach. You will engage directly with senior CX/CS leaders at OpCos to:
  • Design and implement thorough onboarding programs that enable customers to realize initial value. You will assist in establishing best-in-class processes, including handoffs, kickoff meetings, and joint impact plans.
  • Formulate and execute strategies to ensure effective product adoption, thereby enhancing renewal rates. You will help implement usage monitoring, account health assessments, and business reviews.
  • Identify and pursue opportunities for upselling and cross-selling to existing clients to increase expansion revenue. You will aid in establishing processes for whitespace planning, account strategy, and expansion execution.
  • Advance CX functional maturity by instituting minimum viable practices for personnel, processes, and systems, while also supporting CX recruitment within the portfolio.
  • Manage relationships with CX leaders across the portfolio, providing coaching and career development aligned with our PeopleFirstTM philosophy.
WE VALUE YOU BECAUSE:
  • You possess demonstrated expertise in customer success management, particularly in SaaS contexts.
  • You have a solid grasp of onboarding, adoption, and expansion methodologies.
  • You are skilled in teaching and mentoring others effectively.
  • You exhibit a proactive, solution-focused mindset with a determination to resolve challenges.
  • Your verbal and written communication skills are exceptional.
  • You possess high emotional intelligence and excel in cultivating strong relationships.
  • Your analytical, strategic, and problem-solving abilities are evident.
  • You are passionate about software and committed to building lasting businesses.
  • You resonate with our Core Values: "Will to win and win with love," "Live full lives," "Candor means we care," "Think big, then think bigger," "Entrepreneurs at heart," "Data insights drive action."
  • You thrive in a dynamic, growing, fast-paced, and results-oriented environment.
ADDITIONAL INFORMATION:
  • Compensation: The target salary range for this position is ($210,000-240,000), which is part of a competitive total rewards package that includes an annual bonus, employer-paid benefits, a learning and development stipend, and incentive pay for eligible roles. Individual compensation may vary from the target range and is determined by various factors including experience, location, internal pay equity, and other relevant business considerations. We conduct annual reviews of employee compensation to ensure competitive and equitable pay.

  • Senior Vice President of Customer Engagement

    2 weeks ago

    Walnut Creek, California, United States ASG Full time

    Position Overview ASG has successfully acquired over 50 B2B vertical SaaS enterprises across diverse sectors. Our goal is to triple revenue within the initial three years post-acquisition. To achieve this ambitious target, our operating companies (OpCos) must excel in onboarding, renewal, and expansion strategies while maintaining exceptional customer...

  • Senior Vice President, Real Estate Investments

    2 weeks ago

    Walnut Creek, California, United States RETS Associates Full time

    Company Overview: RETS Associates is partnering with a distinguished private real estate investment firm, seeking a Senior Vice President (SVP) to join their dynamic team. This organization manages approximately $1 billion in assets under management (AUM) across diverse property types, with a strategic emphasis on core and value-added investments in the...

  • Vice President of Wealth Management Operations

    2 weeks ago

    Walnut Creek, California, United States Mechanics Bank Full time

    Position Overview:As the Vice President of Wealth Management Operations, you will play a crucial role in overseeing the relationships with various service providers that support our Wealth Management division. Key Responsibilities:1. Manage vendor partnerships related to trust account systems, ensuring seamless integration and functionality.2. Oversee the...

  • Senior Vice President of Customer Engagement

    2 weeks ago

    Walnut Creek, California, United States ASG Full time

    COMPANY OVERVIEW ASG is a distinctive collective of leading SaaS enterprises, catering to diverse sectors including behavioral health, transportation, and childcare. ASG is committed to harnessing the potential of individuals and data to foster exceptional organizations, believing that the exchange of knowledge, expertise, and resources within its network of...

  • Senior Vice President of Customer Engagement

    2 weeks ago

    Walnut Creek, California, United States ASG Full time

    COMPANY OVERVIEW ASG is a distinctive collective of leading SaaS enterprises, catering to diverse sectors such as behavioral health, transportation, and childcare. ASG is committed to harnessing the potential of individuals and data to foster exceptional organizations, believing that the exchange of knowledge, expertise, and resources within its network of...

  • Vice President, Contract Surety Underwriting Specialist

    3 days ago

    Walnut Creek, California, United States IAT Insurance Group, Inc. Full time

    About the RoleWe are seeking a highly experienced and skilled Vice President, Contract Surety Underwriting to join our team at IAT Insurance Group, Inc. This is a key leadership position that will play a critical role in driving the growth and success of our Contract Surety business.Key ResponsibilitiesLead the Contract Surety underwriting team to achieve...

  • VP Customer Success Leader

    6 days ago

    Walnut Creek, California, United States ASG Full time

    About the RoleThe Vice President of Customer Success will play a critical role in partnering with ASG Operating Companies to drive revenue growth through onboarding, adoption, and expansion initiatives.Key ResponsibilitiesRun a repeatable process for engaging Operating Companies, typically in 60-90 day projects.Maintain a clear catalog of defined services...

  • Client Success Strategist

    2 weeks ago

    Walnut Creek, California, United States Optery Full time

    Position OverviewWe are on the lookout for a meticulous, proactive, and customer-focused Customer Success Manager with a proven history of effectively managing SaaS client accounts.Role ResponsibilitiesAs the primary liaison for our expanding portfolio of Optery for Business clients, you will engage with a diverse range of organizations, from small and...

  • Senior Client Relations Manager

    1 week ago

    Walnut Creek, California, United States GGB - Global Full time

    IntroductionEmbrace your enthusiasm for resolving challenges and take on the excitement of managing risk at GGB - Global's esteemed brokerage team. Become part of a diverse group of professionals, driven by a shared commitment to excellence. In this role, you will be the cornerstone of protection, ensuring businesses are safeguarded while empowering their...

  • Senior Client Relations Manager

    2 weeks ago

    Walnut Creek, California, United States Woodard & Curran Full time

    Location: Remote / FlexibleWoodard & Curran is a leading national firm specializing in engineering, environmental science, and operational excellence, dedicated to fostering clean water, a secure environment, and thriving communities.As an employee-owned organization, we are committed to building diverse teams and promoting collaboration within an equitable...

  • Senior Wealth Management Consultant

    2 weeks ago

    Walnut Creek, California, United States The Ladders Full time

    Company Overview:Mercer Advisors is a unique wealth management organization dedicated to alleviating financial concerns for our clients. Established in 1985, we believe that families across all wealth brackets can benefit from a comprehensive approach to financial management - "A family office for your family." We integrate various aspects of our clients'...

  • Receptionist for Senior Living Community

    2 weeks ago

    Walnut Creek, California, United States Kisco Senior Living Full time

    Position OverviewAs a Receptionist at Kisco Senior Living, you will play a crucial role in delivering outstanding customer service at the front desk, fostering a welcoming, safe, and friendly environment for all residents and visitors.Work ScheduleThis is a part-time role with shifts on Saturday from 6am to 2pm, and Sunday & Monday from 9:30am to...

  • Companion Caregiver for Elderly Female Client

    5 days ago

    Walnut Creek, California, United States Amada Senior Care Full time

    We are seeking a compassionate and dedicated caregiver to provide exceptional care to our elderly female client living at home with her husband.Responsibilities:Our client requires care 7 days a week from 9am to 5pm, with the possibility of additional support on certain days.Key responsibilities include:Providing personal care and assistance with daily...

  • Senior Kitchen Manager

    2 weeks ago

    Walnut Creek, California, United States Goodwin Recruiting Full time

    A prestigious dining establishment is in search of a Senior Kitchen Manager who possesses outstanding interpersonal skills and the capability to collaborate closely with the Chef / Owner. If you believe you fit this profile, we encourage you to consider this opportunity.Senior Kitchen Manager Requirements:Experience in high-volume operations exceeding 4...

  • Senior Project Manager

    1 week ago

    Walnut Creek, California, United States Fashion Institute of Design & Merchandising Full time

    About UsFashion Institute of Design & Merchandising is a leading provider of education in the fields of fashion, design, and merchandising. Our multidisciplinary teams include experts in design, engineering, and business, creating an unshakable foundation for progress.We believe that the way we work can add meaning and value to the world. That ideas inspire...

  • Senior Litigation Attorney

    1 week ago

    Walnut Creek, California, United States Gpac Full time

    Senior Litigation Attorney OpportunityGpac, a leading search firm, is seeking a highly skilled Senior Litigation Attorney to join their team in Los Angeles. The ideal candidate will have a strong background in civil litigation and a proven track record of success.Key Responsibilities:Lead complex litigation cases, including motions, discovery, and trial...

  • Program Success Lead

    2 days ago

    Walnut Creek, California, United States CollegeSpring Full time

    About the RoleThe Program Success Lead is a critical position at CollegeSpring, responsible for building and nurturing relationships with prospective and current partners. This role ensures the successful implementation, growth, and continuous improvement of CollegeSpring's programming.Key ResponsibilitiesPartner Satisfaction: Contribute to a stellar partner...

  • Talent Acquisition Specialist

    6 days ago

    Walnut Creek, California, United States Stonebridge Companies Full time

    Job SummaryWe are seeking a highly skilled and experienced Human Resources Manager to join our team at Stonebridge Companies. The successful candidate will be responsible for assisting the General Manager in the overall management and administration of the human resources function.Key ResponsibilitiesManage the recruitment process, including posting and...

  • Account Success Manager

    2 weeks ago

    Walnut Creek, California, United States Optery Full time

    Position OverviewWe are in search of a meticulous, proactive, and client-focused Customer Success Manager specializing in cybersecurity at Optery. This role is pivotal in managing our SaaS customer accounts, ensuring satisfaction and success for our diverse clientele, ranging from small businesses to large enterprises.Key ResponsibilitiesAs a Customer...

  • Client Relationship Specialist

    2 weeks ago

    Walnut Creek, California, United States Marsh & McLennan Companies Full time

    Company: Marsh & McLennan CompaniesPosition Overview: The Sales Associate is responsible for delivering impactful sales presentations while managing a portfolio of small, low-risk accounts. This role requires a proactive approach to generating sales opportunities through effective outreach and relationship management.Key Responsibilities:Conduct cold...