**About Our Client**

Traditional project management systems rely on manual coordination, placing a heavy burden on project coordinators and leading to inefficiencies, miscommunication, and resource waste. In contrast, this new system uses intelligent automation to manage tasks across multiple projects, optimizing resource allocation without manual input. By analyzing workload and team availability, it dynamically adjusts plans, improving clarity, efficiency, and adaptability. Already trusted by thousands of users, this rapidly growing system generates millions in revenue and is backed by a skilled team with strong financial support.

**About The Role**

A **Customer Success Manager** is being sought to ensure that customers are fully onboarded, trained, and continuously find value in the product. This position extends beyond traditional customer success—it emphasizes assisting customers in achieving their goals while building strong relationships and overseeing their long-term success. You will play a pivotal role in creating a robust connection between the product and customers, often representing the organization post-sale. This is a unique opportunity to help shape the future of the Customer Success function, driving initiatives that will grow alongside the organization.

**Responsibilities**

\- Drive and scale customer success initiatives, ensuring customers unlock the full potential of the product.

\- Lead post-sale customer engagements, from onboarding to long-term adoption and renewal cycles.

\- Monitor the health of customer accounts, conducting regular business reviews to ascertain value and identify improvement areas.

\- Create and deliver personalized training sessions to equip customers for success.

\- Act as the primary contact for strategic customers, providing insights and feedback to ensure their objectives align with the product's capabilities.

\- Collaborate with internal teams (Product, Engineering, Sales) to relay customer feedback and influence product enhancements.

\- Manage customer escalations and proactively resolve any issues impacting customer satisfaction.

**Compensation$90K - $145K** base salary, plus equity compensation

**What They are Looking For**

\- 2-5 years of experience in customer success/account management, ideally within a SaaS environment.

\- Proven experience working directly with customers to drive product adoption, success, and retention.

\- Ability to multitask and manage a high volume of accounts in a dynamic setting.

\- Proactive ownership mindset with a strong capacity to manage relationships across all levels (customers to C-suite).

\- Excellent communication skills and the ability to navigate executive-level conversations with ease.

\- Familiarity with tools such as Salesforce, ChurnZero, Front, or similar platforms.

\- Aptitude for gathering customer feedback and translating it into actionable insights for internal teams.

\- Passion for cultivating strong customer relationships and generating business value.

\- Capability to extract insights from customer data to inform decision-making.

\- Willingness to work diligently and a high pain tolerance.

\- Strong attention to detail and organizational skills.

**Compensation$90K – $145K •** Offers Equity

\*\*Location:\*\* North America (Remote)

Customer Success

Paradigm offers a suite of legal practice software solutions that help lawyers manage, automate, and grow their firms. More than 50,000 lawyers across 170 countries use our products to shift the paradigm of how they practice law. With four world-class all-in-one legal practice management platforms - PracticePanther, Bill4Time, MerusCase, and LollyLaw - in addition to payments and accounting solutions powered by Headnote and TrustBooks. Paradigm empowers lawyers across the spectrum of practice area, geography, and business needs. At Paradigm, we are fast-paced, ambitious, and unified by a common vision to build the best legal technology products in the world. **What is the role?** We have a reputation for excellent customer service. As a MerusCase Customer Support Specialist, you will act as a client advocate to ensure that our customers are able to achieve positive business outcomes throughout their partnership with MerusCase. Proactive, energetic, and self-driven, you will strive to understand our customers within the legal tech industry and work to be a trusted partner so that firms love and grow with MerusCase. **In this role, you will:**

*   Support existing customers via chat, email, and phone
*   Diagnose and troubleshoot client issues
*   Onboard new customers with training calls and check-ins
*   Continuously acquire expertise in MerusCase features
*   Write and update help center materials
*   Improve client retention
*   Work with various stakeholders to help them understand evolving client needs
*   Other duties as assigned

**Qualifications**

*   1-2 years of customer support experience
*   SaaS experience preferred
*   Strong initiative and creative problem solving
*   Strong communication skills and introspection to understand customer needs
*   Able to work well with a team and independently
*   Excellent conflict management skills
*   Experience in the legal or consulting industry advantageous

**Who is the ideal candidate?**

*   You are a problem-solver and a go-getter who isn't afraid to dive into projects and get your hands dirty
*   You articulate clearly, both written and orally, to build consensus, communicate ideas and deliver on-time
*   Ability to engage, influence, and inspire stakeholders to drive collaboration and alignment
*   Excellent with user-experience design principles and data analytics

**Benefits/Perks**

*   Competitive salary
*   Paid vacation + sick and parental leave
*   Remote working flexibility
*   Company culture that encourages work / life balance
*   100% paid PPO medical, dental, and vision insurance, 401k matching, equity grants

**About Paradigm** Paradigm offers a suite of legal practice software solutions that help lawyers manage, automate, and grow their firms. More than 50,000 lawyers across 170 countries use our products to shift the paradigm of how they practice law. With four world-class all-in-one legal practice management platforms - PracticePanther, Bill4Time, MerusCase, and LollyLaw - in addition to payments and accounting solutions powered by Headnote and TrustBooks. Paradigm empowers lawyers across the spectrum of practice area, geography, and business needs. At Paradigm, we are fast-paced, ambitious, and unified by a common vision to build the best legal technology products in the world.

Customer Support Specialist - MerusCase

**Description, And Ideal Candidate Description** Tier 1 specialists handle all phone calls, emails, and SMS messages from patients answering questions about PHILRx, the PHILRx process, or about their specific prescription order. This includes status updates, pricing explanations, technical support with the My.Phil account, enrollment support, outbound calls/emails to collect additional required information, etc. Tier 1 specialists work collaboratively with the Psup leadership and PHILRx teams to resolve issues in a timely manner. They are expected to be capable of reviewing and understanding the status of an order quickly to educate the patient in response to their inquiry. The ideal candidate will be one who can navigate software systems quickly and easily, has excellent written and verbal communication skills, and is adaptable, open to feedback, and would do anything within policy and reason to help get the situation solved for the patient. The ideal candidate must also be resilient, and not take patient anger or frustration personally. **Responsibilities**

*   Be signed into Zendesk, and working in the ticket and phone queues assigned by your team lead.
*   Specialists are trained to use their resources in the Zendesk Guide knowledgebase to locate the answers to patient questions, and for process steps to complete work.

*   When unable to locate documentation, Specialists will post in team chat groups when they require support from leadership or others in order to provide a patient with a response.
*   Minimum performance metrics required after 90 days of work:

*   Obtain 85% or better CSAT ratings
*   Achieve less than 5% error rate
*   Complete 9 tickets/calls per hour
*   Adhere to the published work schedule 90% of the time
*   Other metrics may be assigned upon management discretion

**Requirements**

*   Minimum 1 year of customer support experience (call center experience is preferred).
*   Strong phone presence with exemplary customer service skills
*   Strong written communication skills, with attention to detail
*   Capable of quickly searching knowledgebase to locate answers
*   Familiar with following complex processes, and navigating multiple software systems during their workday
*   Must have a good understanding of computers, hardware, networks, etc.
*   Adaptable to swift changes

**Schedule**

*   Patient Support Business Hours are 6a-6p PST, and we are open 365 days per year. Employees must be available for any shift within business hours, but employees are provided a regular shift that will not change without ample notice.
*   Overtime may be available, and will occasionally be required.

Patient Support Tier 1 Specialist

We are seeking a dynamic Customer Success Director dedicated to enhancing customer satisfaction and success in a growing industry focused on sustainability and innovation. This role presents a significant opportunity to make a meaningful impact by building strong relationships with customers, understanding their needs, and fostering engagement through strategic initiatives.

Success in this position will be measured by increased customer retention, elevated satisfaction levels, and a positive contribution to promoting a sustainable lifestyle in the automotive space.

**Key Responsibilities**

*   Develop and implement strategies to boost customer engagement and retention within a dynamic audience.
*   Analyze customer feedback and data to inform service offerings and content creation.
*   Lead a team committed to providing exceptional support and service to environmentally conscious consumers.
*   Collaborate with marketing teams to enhance visibility and community engagement through social media and partnerships.
*   Serve as the primary liaison between customers and internal teams, advocating for customer needs and driving innovative solutions.

**Qualifications**

*   Demonstrated experience in customer success or relationship management, ideally within subscription-based or content-driven sectors.
*   Strong knowledge of eco-friendly products and sustainable practices.
*   Exceptional communication skills with the ability to engage a diverse audience effectively.
*   Analytical mindset with experience in utilizing data insights to make informed strategic decisions.
*   A genuine passion for sustainability and the automotive industry is highly desirable.

If you’re ready to join a mission-driven team and make a significant impact in the industry, we encourage you to apply for this exciting opportunity to contribute and grow in a role that matters.

This is an idea stage company that is looking for partners.

Customer Success Director

**Summary**

Sphere is revolutionizing global money movement by building modern financial rails with digital dollars, making transactions simple, affordable, and accessible worldwide. Through our frontend applications, APIs, low-level bank messaging optimizations, and liquidity infrastructure, businesses in emerging markets can send money across borders at scale — without depending on foreign capital or simply speaking the right languages. We combine frontier technology like stablecoins and zero-knowledge proofs with traditional banking, payments, and foreign exchange infrastructure to make global payments settle in minutes.

We’re a Seed+ startup globally distributed across the US, Brazil, Mexico, Singapore, Portugal, and the Caribbean. We’ve raised over $7m from some of the best high-frequency trading and venture firms in the world, including TCG, Jump, Hudson River Trading, and Coinbase; as well as angels from companies like Stripe, PayPal, Brex, Visa, Revolut, Grab, Solana, Circle, and JPMorgan Chase. Our team has previously built financial infrastructure at some of the world’s leading companies (Coinbase, Vanguard, Franklin Templeton, Chainalysis, Wells Fargo) as well as at startups and accelerators like YCombinator. We’re spending the best years of our lives building Sphere, driven by a shared belief in our mission to enhance human prosperity through cutting-edge technology, creating a modern SWIFT for the 21st century and beyond.

**Key Responsibilities**

*   Build out and manage a robust, multi-channel customer support function (email, chat), to deliver quick and effective resolutions to customer inquiries
*   Support enterprise customers through our onboarding process, ensuring timely setup
*   Support customers in navigating our Anti-Money Laundering requirements, including Know-Your-Customer and enhanced due diligence checks
*   Drive post-setup customer success with our enterprise customers, helping them unlock the full value of our offerings
*   Work closely with Sales & Product teams to transition customers to new product offerings or vendors
*   Proactively gather and synthesize customer needs and feedback, identifying opportunities for product/UX improvements

**Requirements**

*   1-3 years experience in a customer success or customer-facing role
*   Strong verbal and written communication skills in English (Spanish knowledge is preferred but not required)
*   Demonstrated sense of ownership and strong time management/organizational skills
*   Strong interpersonal and relationship-building skills
*   Analytical, with a proactive approach to problem-solving
*   Prior experience in Compliance, Payments or Web3 is a plus

**Why Join Us?**

*   After years navigating the idea maze, we’ve stumbled on a previously unexplored path to exponentially boost human prosperity and make the world a fairer place. Join us in making a global impact, particularly in emerging regions that are just starting to connect.
*   Have executive level impact, responsibility, and upside in an early-stage startup that has found initial product-market fit and has been growing more than 100% per month over the last year.
*   Work on some of the hardest problems in the world, leveraging frontier technology in cryptography and distributed systems to modernize payments infrastructure from 1959.
*   Unlock exceptional growth and learning opportunities in an environment that champions ownership, ambition, and innovation.
*   Join as an early employee and help us define a world-class culture of collaboration, rationality, low ego/status, customer obsession, and output. There are rare learning opportunities, and you’ll be joining just as we start to scale.

Customer Success Specialist

**Customer Success Manager - Remote (United States-based candidates only)**

Our client, a leading technology platform, is transforming Front, Middle, and Back-Office operations for firms in the Private Equity and Venture Capital markets. Their innovative solutions streamline workflows, enhance investor experiences, and enable businesses to manage investments, assets, and clients more effectively. As they continue to expand, they are seeking an experienced Customer Success Manager (CSM) to join their growing team.

**Overview**

The Customer Success Manager will be responsible for driving customer adoption, satisfaction, and retention while identifying upsell and cross-sell opportunities. This role requires a Salesforce Administrator Certification and a strong understanding of customer success best practices. The CSM will serve as the primary point of contact for customers, providing proactive support, training, and strategic guidance to help them maximize the value of the platform.

**Responsibilities**

*   Act as the primary liaison between the company and its customers, ensuring a seamless and positive client experience.
*   Build and maintain strong relationships with key stakeholders and decision-makers.
*   Provide strategic insights to help customers fully leverage the platform's capabilities.
*   Lead customer onboarding, training, and ongoing support to drive platform adoption.
*   Identify and pursue opportunities to upsell and cross-sell additional solutions, contributing to revenue growth.
*   Monitor customer health metrics and proactively address potential issues to reduce churn.
*   Advocate for customers by gathering feedback and collaborating with internal teams to enhance product offerings.
*   Utilize Salesforce to track customer interactions, manage workflows, and ensure data accuracy.

**Qualifications & Skills**

*   Salesforce Administrator Certification is required.
*   Proven experience in a Customer Success or Account Management role, preferably within SaaS, FinTech, or Private Equity/Venture Capital industries.
*   Strong ability to build and maintain long-term customer relationships.
*   Excellent problem-solving and communication skills, with the ability to translate technical concepts into business value.
*   Experience identifying expansion opportunities and driving revenue growth.
*   Highly organized, with the ability to manage multiple accounts and priorities effectively.

**What's in it for you?**

*   **Impactful role** – directly contributing to customer success and business growth.
*   **Innovative environment** – work with cutting-edge technology in the Private Equity and Venture Capital space.
*   **Collaborative culture** – be part of a dynamic team that values customer satisfaction and continuous improvement.
*   **Growth opportunities** – expand your career within a fast-growing organization.

Qualified candidates passionate about customer success and looking to make an impact in a rapidly evolving industry are encouraged to apply.

Mason Frank International is a global leader in Salesforce.com recruitment, specializing solely in connecting Salesforce professionals with opportunities.

Customer Success Manager

Responsibilities:

*   Manage and process customer orders, returns, exchanges, credits, order forms, and invoices
*   Resolve service problems by clarifying the customer's concern, determining the cause, selecting and explaining the best solution, expediting correction or adjustment, and follow up to ensure resolution or escalation
*   Answer incoming emails, calls, e-faxes, and inquires promptly and professionally and provide outbound calls
*   Proactively communicate with external customers to inform and provide relevant information regarding business
*   Communicate inventory needs to internal and external business partners
*   Partner with cross-functional teams such as Accounting, Grocery, Retail, Procurement, Warehouse Fulfillment and Shipping
*   Collaborate with Account Managers to evaluate key business trends for assigned accounts and monitors base and new account business performance
*   Support the company in achieving sales goals and contributes to team effort by accomplishing related results
*   Update account information and manage item catalog in DAX
*   Support new beverage launch and product innovation with promotional items and marketing materials
*   Provide internal and external customer support and input as needed

**Qualifications**

*   Proficiency with Excel, Google Docs, and Microsoft or other ERP systems (DAX/Dynamics) preferred
*   Ability to perform accurate data entry
*   High level of professionalism and contagious enthusiasm with customers
*   Solution-oriented, proactive and a can-do attitude
*   Ability to listen and understand customer needs
*   Strong follow-up and attention to detail
*   Ability to learn quickly, multi-task, as well as work independently and in a team environment
*   Excellent problem solving, project management, communication
*   Demonstrate strong strategic, analytical and creative problem-solving skills
*   Flexibility and the ability to manage fast-paced growing business demands, prioritize, and anticipate needs and adapt to changing priorities
*   Minimum of 2 years customer service or account management experience required
*   10 Key by touch and ability to type minimum 50 wpm preferred

**Job Highlights**

*   100% Remote
*   3 Month Contract
*   Proficiency with: Excel, pivot tables, vlookup, Google Docs, Microsoft or other ERP systems (DAX/Dynamics)
*   Ability to type 50 WPM
*   Ability to learn and find success in a fast-paced pace ever changing environment

**Compensation**

*   $24.44 - $25 /hour Pay Rate

To be considered for our current job openings, we kindly ask that you complete your registration by clicking the “apply” button.

At Premier Talent Partners, we are a people-centered recruitment firm with a strong focus on Skills-Based hiring. We specialize in placing individuals in roles ranging from entry-level to VP level across various fields, including Customer Success, Sales & Marketing, Finance & Accounting, Administrative, HR, Operations, and Technology. Our expertise spans contract/temporary, temporary-to-permanent, permanent, and payrolling services, and we are dedicated to promoting equitable hiring practices on a national scale.

*   Please note that compensation for the specific role will be determined based on your unique skills and experience. If you have an interest in exploring other positions similar to this one, please be aware that compensation rates and benefits packages may vary accordingly.
*   We do consider applications from qualified candidates with prior arrests and conviction records, in accordance with applicable regulations.
*   It is imperative that you have the legal authorization to work in the United States, as we do not provide sponsorship.

Customer Success Advocate

**Title: Client Service RepresentativeLocation:** e123 is a Work From Anywhere company based in southern California with an entirely remote workforce from all over the US. This role can be based anywhere in the US.**Why join e123?**e123 helps businesses manage the complex world of insurance. We started in Insurtech, and we drive over $1B in annual premium billings through a network of nearly 365,000 agents. Our goal is to create a single, easy to use platform for businesses to distribute and market insurance and benefits products at all levels.**Our Mission**We’re on a mission to fix a broken system, making it easier and more reliable for millions of people to protect themselves against the unexpected by enabling businesses to better manage insurance distribution. At e123, we are a powerful, widely-used core product in a premier position central to our industry and a team with deep expertise in Insurance distribution networks.**Job Description**The Client Service Representative will work directly with our B2B customers and will report directly to the Director of Client Support. This position requires the ability to work with clients and other e123 team members to rapidly identify the root cause of client issues, as well as implement solutions in an ever-changing industry. This requires developing a deep understanding of our software solution and its intended uses to provide instruction and/or guidance to clients.We are a small, collaborative, hard-working but easy-going team within a well-established, profitable, and stable organization. We want you to thrive, and we welcome professionals from all walks of life, firmly believing that diversity of people and ideas results in better outcomes! That said, due to industry regulations, we require team members to be US-based.**Your responsibilities:**

*   Deliver superior client service by responding promptly and professionally to client inquiries.
*   Proactively address customer emails, chat requests, and phone calls to ensure timely issue resolution.
*   Troubleshoot and assess technical issues, identifying effective solutions using creative problem-solving techniques.
*   Work with clients (by phone and online) using collaborative tools, video chats, and desktop sharing.
*   Assist client with business process improvements and resolve technical challenges related to our platform.
*   Educate and coach clients on the best practices of our platform.
*   Assist with testing of data within the platform to ensure optimal platform performance.

**Looking for someone who fits these requirements:**

*   3+ years of customer support/technical support experience in a customer facing role, preferably within a software company, ideally in a B2B environment.
*   Critical thinking skills.
*   Problem solving skills with ability to troubleshoot on the fly.
*   Experience capturing and documenting client business requirements.
*   Ability to manage communication between customers and developers.
*   Comfortable working in a fast moving, rapidly evolving company and industry.
*   Excellent written and verbal communication skills.
*   Experience with JIRA or a similar ticketing system is a plus.
*   Must be proficient in Microsoft Office Suite.

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