Client Success Expert Job at INFUSE (Boca Raton)

Client Success Expert

INFUSE is looking for a highly organized and driven individual to join our amazi...

Location

United States , Boca Raton

Salary:

Not provided

INFUSE

Expiration Date

Until further notice

Requirements

Proven track record of managing client relationships, preferably in a related field such as hospitality, client success, or sales
Strong communication and interpersonal skills
Can handle various tasks with attention to detail, managing priorities effectively in a fast-paced environment.
Empathetic understanding of client needs and ability to address them effectively
Ability to address challenges and proactively offer solutions.

Job Responsibility

Build and maintain strong, long-lasting client relationships
Ensure the timely and successful delivery of our solutions according to client needs and objectives
Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders
Identify and grow opportunities within the territory and collaborate with sales teams to ensure growth attainment
Assist with challenging client requests or issue escalations as needed
Provide assistance across a variety of administrative and operational tasks, such as data entry, updating internal systems, or managing schedules.

Client Success Manager

The Client Success Manager owns the relationships and the creation and execution...

Location

United States

Salary:

110000.00 - 125000.00 USD / Year

Big Health

Expiration Date

Until further notice

Requirements

Minimum of 4+ years of enterprise account management experience, with demonstrated ability to confidently engage with senior stakeholders
Strong interpersonal aptitude with the ability to coordinate cross-functionally and meet deadlines in a fast-paced environment
Ability to act proactively to influence key stakeholders and drive decisions
Strong executive presence and ability to communicate confidently with senior benefits leaders
Strong attention to detail. You’ll have complete ownership of your accounts and measure their success. A detail-oriented, thorough, creative, and analytical approach will be critical to your and your client’s success
Clear, collaborative communication skills and a willingness to support your Big Health team
Proficiency in building clear, insight-driven presentations (PowerPoint / Google Slides) and analyzing data (Excel / Google Sheets)
familiarity with Looker and Salesforce is highly desirable

Job Responsibility

Build strong, consultative relationships with employer clients to become a trusted partner and advisor in supporting the mental health of client populations through utilization of Big Health’s products
Manage enrollment marketing and campaign planning efforts to generate awareness of our programs among the client populations - work with your clients to identify unique opportunities to help clients expand engagement within their populations
Prepare reporting for and lead monthly/quarterly client meetings, annual reviews, and manage follow-ups in a timely manner to ensure client satisfaction
Think strategically and work cross-functionally to troubleshoot client requests
Take responsibility for up-sell opportunities and contract renewals
Become a product expert and internal champion for clients' needs as our offerings evolve
Analyze, interpret, and present program engagement and outcome metrics to demonstrate value to our clients

What we offer

generous vacation policy
professional development fund
flexible working arrangements
stock options

Fulltime

Client Success Manager

At Blue Margin, we are on a mission to build the go-to data platform for PE-back...

Location

United States , Fort Collins; Denver

Salary:

75000.00 - 95000.00 USD / Year

Blue Margin

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent experience in Business, Marketing, or related field
Proven track record presenting to and consulting with C-suite executives
Strong project management experience with the ability to manage multiple workstreams simultaneously
Expert-level communication and negotiation skills at the executive level
Experience leading cross-functional initiatives and driving projects to successful completion
Strong consultative approach—you can translate technical complexity into business value
Demonstrated ability to work independently and drive initiatives with minimal direction
Experience with CRM tools, project management tools and contract management processes
High output, high accuracy, low ego approach to client relationship management
Proven ability to thrive in fast-paced, revenue-focused environments

Job Responsibility

Lead consultative discussions with C-suite executives to align our services with their strategic objectives
Build and maintain trusted advisor relationships that build long-term partnership value
Develop and manage data initiative backlogs that demonstrate continuous business impact and result in longer renewals or continued project work
Identify and pursue contract renewal and expansion opportunities with precision and timing
Collaborate with Analytics Engineers to ensure seamless delivery and client satisfaction
Manage project timelines, scope, and stakeholder expectations across multiple client initiatives and different engagement styles such as projects and managed data services
Navigate complex stakeholder dynamics while maintaining focus on outcomes and growth
Coordinate cross-functional teams to deliver on client commitments with precision and accountability
Balance relationship management, strategic thinking, and revenue growth across your client portfolio

What we offer

performance-based bonus, averaging 5% of base salary
strong benefits
flexible hybrid work setup

Fulltime

Banking Specialist - Client Onboarding & Offering - Expert Team

As a Banking Operations Business Analyst, you will play a pivotal role in ensuri...

Location

Switzerland , Bioggio

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Banking education, Bachelor's degree or equivalent with good knowledge of financial instruments and regulatory requirements
7+ years’ work experience in the banking industry
Excellent knowledge of Banking Operations services (e.g. Securities Operations, Cash Operations, Asset Servicing or Masterdata Management)
Project management skills to manage multiple tasks and prioritize workload effectively
Strong sense of responsibility and solutions oriented with high level of integrity and reliability
Excellent communication (verbal and written) and interpersonal skills with the ability to collaborate effectively with cross-functional teams and to deliver in a fast-paced environment
Good command of written and spoken English (any other language is a plus)
Strong Microsoft Office Suite skills
Adaptability and flexibility in case of occasional and time-limited support across locations aiming to cover specific tasks (e.g., post go-live stabilization)
Positive, pro-active, and can-do attitude with a high level of integrity and reliability

Job Responsibility

Prospect client support: Provide in-depth insights and guidance to prospective clients regarding Banking Operations services, processes, and over-arching market considerations. Understand client needs and tailor offers based on their specific requirements
Onboarding new clients: Collaborate with clients during the pre-project phase to define project scope, objectives, and deliverables. Creation of Banking Operations implementation plans and timelines
Project execution & post go-live: Lead the onboarding process, ensuring successful implementation with a smooth transition into the run operations. You are responsible for the deliverables which include the like of workshops on process business cuts, golden copy set up, user acceptance test coordination, go-live coordination, and post implementation governance
Consultancy: Leverage your deep understanding of Back-office services and the financial industry to provide consultancy to on-premises, software-as-a-service and banking operations-as-a-service Avaloq clients. Assist clients in resolving operational challenges and optimizing their front, middle or back office operations
Meet with assigned clients when needed and perform an initial assessment of a problematic situation requiring support
Drafting concise reports with recommendations and solutions with attention to a client’s wishes, capabilities and limitations
Strategic projects: Engage in strategic initiatives aimed at improving the efficiency, quality, or customer experience within banking operations
Managing relationships with clients and stakeholders
Ensure meaningful project structure and governance, and the management of key stakeholders

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Senior Partner Manager

As a Senior Partner Manager – Client Advocacy & Retention, you will serve as the...

Location

United States , Chicago

Salary:

100000.00 - 120000.00 USD / Year

MyTennisLessons

Expiration Date

Until further notice

Requirements

Prior experience in Client Success
2+ years of restaurant POS experience
2+ years of experience in Restaurant implementation or Support preferred if no prior experience in Client Success
General knowledge of restaurant operations, billing, rates/pricing, SpotOn business practices and SOPs
5+ years of experience working in Customer Service Support environment highly preferred in addition to Client Success experience
Client-Centric Leadership: Proven ability to develop long-term relationships and lead strategic conversations with executives and operations leaders
Retention Strategist: Expert level strategist with demonstrated success in preventing churn through proactive outreach, at-risk analysis, and win-back tactics
Emotional Intelligence: High EQ with a calm, composed approach during escalations and difficult conversations
ability to balance empathy with resolution
Restaurant & POS Expertise: In-depth knowledge of restaurant operations and SpotOn’s suite of POS and adjacent tools

Job Responsibility

Act as the primary retention lead across your VIP portfolio, proactively identifying at-risk accounts and executing save strategies to reduce churn
Develop and implement customer cheer campaigns, retention programs, and advocate-building initiatives that highlight the value of SpotOn’s solutions
Serve as the internal voice of the customer, translating client feedback into actionable insights for Product, Support, and Leadership
Cultivate deep, strategic relationships with decision-makers across high-value clients
position yourself as a long-term growth partner, not just a point of contact
Conduct regular Business Reviews (MBRs/QBRs) tailored to each client’s objectives, KPIs, and vertical needs
Drive upsell/cross-sell opportunities by aligning SpotOn solutions (e.g., Teamwork, Reserve, Online Ordering) to evolving client goals
Lead VIP case management via Salesforce: assign, resolve, and follow through on client issues while maintaining impeccable documentation
Coordinate multi-threaded internal support using a team-based account model—collaborating with Tier 3 Support, Product Managers, Pricing Partners, and Implementation
Provide hands-on escalation support with the ability to independently negotiate waivers, credits, and service adjustments

What we offer

company stock plan

Fulltime

Senior Partner Manager

As a Senior Partner Manager – Client Advocacy & Retention, you will serve as the...

Location

United States , Royal Oak

Salary:

75000.00 - 95000.00 USD / Year

MyTennisLessons

Expiration Date

Until further notice

Requirements

Prior experience in Client Success
2+ years of restaurant POS experience
2+ years of experience in Restaurant implementation or Support preferred if no prior experience in Client Success
General knowledge of restaurant operations, billing, rates/pricing, SpotOn business practices and SOPs
5+ years of experience working in Customer Service Support environment highly preferred in addition to Client Success experience
Client-Centric Leadership: Proven ability to develop long-term relationships and lead strategic conversations with executives and operations leaders
Retention Strategist: Expert level strategist with demonstrated success in preventing churn through proactive outreach, at-risk analysis, and win-back tactics
Emotional Intelligence: High EQ with a calm, composed approach during escalations and difficult conversations
ability to balance empathy with resolution
Restaurant & POS Expertise: In-depth knowledge of restaurant operations and SpotOn’s suite of POS and adjacent tools

Job Responsibility

Act as the primary retention lead across your VIP portfolio, proactively identifying at-risk accounts and executing save strategies to reduce churn
Develop and implement customer cheer campaigns, retention programs, and advocate-building initiatives that highlight the value of SpotOn’s solutions
Serve as the internal voice of the customer, translating client feedback into actionable insights for Product, Support, and Leadership
Cultivate deep, strategic relationships with decision-makers across high-value clients
position yourself as a long-term growth partner, not just a point of contact
Conduct regular Business Reviews (MBRs/QBRs) tailored to each client’s objectives, KPIs, and vertical needs
Drive upsell/cross-sell opportunities by aligning SpotOn solutions (e.g., Teamwork, Reserve, Online Ordering) to evolving client goals
Lead VIP case management via Salesforce: assign, resolve, and follow through on client issues while maintaining impeccable documentation
Coordinate multi-threaded internal support using a team-based account model—collaborating with Tier 3 Support, Product Managers, Pricing Partners, and Implementation
Provide hands-on escalation support with the ability to independently negotiate waivers, credits, and service adjustments

What we offer

Company stock plan

Fulltime

Private Client Fee Earner

You will have the autonomy to work in a boutique law firm, either on a full or p...

Location

United Kingdom , West Sussex

Salary:

40000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Possess a minimum of 7 years of experience as a private client fee earner, demonstrating a proven track record of success
Demonstrate exceptional communication and interpersonal skills, enabling you to build strong relationships with clients and colleagues
Exhibit a keen eye for detail and the ability to manage multiple tasks and deadlines efficiently
Showcase a deep understanding of private client law and a commitment to staying up-to-date with the latest industry developments
Thrive in a collaborative environment, contributing your expertise and ideas to drive innovative solutions.

Job Responsibility

Collaborate with a talented team of legal experts and contribute to the growth of our prestigious firm
Engage in a diverse range of private client matters, honing your expertise and delivering exceptional service
Enjoy a work-life balance that empowers you to excel both professionally and personally.

Solution Expert

Our Implementation team plays a key role in onboarding seamlessly new customers:...

Location

France , Paris

Salary:

Not provided

360Learning

Expiration Date

Until further notice

Requirements

3 years of professional consulting experience, preferably in a customer facing role (Level 2 or 3 support agents, Technical consultant, Technical Account Manager)
Previous deployment experience of SaaS products, ideally HR related
Project management skills
Good understanding and experience working with APIs, SSO configuration & troubleshooting
Solution-oriented, client-first mindset
Ability to adapt to your audience, flexibility in tackling a conversation with highly technical stakeholders, and reducing complexity to more common terms with less technical stakeholders
Organized, structured, rational, analytical, able to manage priorities across multiple customer implementations
Fluent French and B2 level or equivalent English
Enthusiasm for our culture

Job Responsibility

Onboard new customers seamlessly
Work cross-department (Sales, Product and Customer Success) to understand and document client use cases and requirements
Translate requirements into set up and configuration of the 360Learning platform
Follow customers' portfolio along their contract to increase product adoption
Deliver solutions complementary to the Product
Facilitate new integrations (such as flat files and APIs) and third-party applications
Restructure the platform
Conduct solution audits
Provide advanced guidance to maximize the benefits of our product
Support clients on basic requests through ticketing

What we offer

Work From Home stipend
RTT
lunch vouchers
medical insurance
gym subscription
1 month parental leave for the second parent
Flexible hours
full remote work possible anywhere in France
Diversity, Equity, and Inclusion: We have 6 active ERGs including Mental Health, Environmental/Sustainability, Women, Parents, LGBTQIA2S+, and Ethnic Diversity

Fulltime

Client Success Expert

INFUSE

Location:
United States , Boca Raton

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 05, 2026

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