Client Success Engineer - Implementation

About Kalepa:Kalepa is revolutionizing the commercial insurance sector, a trillion-dollar industry that still predominantly relies on outdated technologies like Microsoft Outlook.Our innovative AI Underwriting Platform empowers leading insurers to centralize and prioritize submission data, unveil critical risk insights, and facilitate quicker, more confident decision-making. Clients experience significant enhancements in both speed and portfolio quality upon implementing Kalepa, often describing it as a “truly an underwriter’s dream.”Backed by prominent investors including IA Ventures and Inspired Capital, our team boasts expertise from esteemed companies such as Facebook, Google, Amazon, Mastercard, and Uber.Our Values:At Kalepa, we embrace a culture rooted in principles that unlock our employees' potential.Success is driven by five core values:Hustle and Determination: We seek individuals who take ownership of their craft and relentlessly pursue excellence.Deliver Customer Impact: Our obsession with customer impact drives every feature and decision we make.Meritocracy: We reward excellence with swift growth opportunities.Transparency: We value honest communication and challenge ideas constructively.Collaboration: We believe in teamwork and recognize that diverse perspectives lead to the best outcomes.

About Beagle (a Corgi Company)At Beagle, we are revolutionizing the insurance sector by innovating renters insurance specifically designed for property managers and multifamily portfolios. As an integral part of Corgi, a Y Combinator-backed startup, we are launching our offices in Dallas and Chicago to expand our renters-insurance services across the nation. We are seeking a Client Success Operations Manager who excels at aligning operational precision with outstanding client relationship management. This hybrid role fuses data integrity, onboarding, and customer experience to ensure that each property manager thrives while utilizing Beagle's platform effectively.Your ResponsibilitiesAs a Client Success Operations Manager at Beagle, you will be a trusted partner for our clients, guiding them from the onboarding process through to sustained success. Your efforts will ensure that every property manager derives optimal value from Beagle's offerings. You will play a vital role in client retention, education, and support, driving satisfaction and seamless adoption across all accounts.Client Management & SuccessAct as the primary point of contact for designated clients from onboarding through to renewal.Lead the launch of new clients, ensuring accurate program setup and smooth integration.Monitor account health and proactively provide guidance to enhance performance.Conduct regular business reviews with clients to evaluate satisfaction and discover growth opportunities.Effectively resolve client issues by collaborating with Sales, Product, and Operations teams.Operational Accuracy & ReportingConfigure and validate reports across property management systems (e.g., rent rolls, billing, compliance).Ensure the accuracy of key metrics (ARR, OR, unit counts, compliance %) within the Insurance Operating System (IOS).Maintain consistent mappings of GL codes, charge types, and billing structures.Regularly cross-check and audit data to prevent errors, discrepancies, or compliance issues.Provide dashboards and insights to leadership for tracking portfolio performance.Process Improvement & TrainingCreate playbooks and Standard Operating Procedures (SOPs) for onboarding, validation, and issue resolution.Train internal teams (AEs, AMs, and CS) on essential system workflows.Collaborate with cross-functional teams to enhance processes and improve client experiences.

HeartFlow, Inc. is at the forefront of medical technology, pioneering innovations that enhance the diagnosis and management of coronary artery disease— the leading cause of mortality globally. Our flagship solution, the HeartFlow FFRCT Analysis, utilizes advanced AI algorithms to deliver a non-invasive cardiac test. This test generates a detailed, color-coded 3D model of a patient’s coronary arteries, illustrating how blockages affect blood flow to the heart. As the first AI-powered integrated heart care solution across the CCTA pathway, HeartFlow empowers healthcare professionals to accurately identify stenoses (RoadMap™ Analysis), evaluate coronary blood flow (FFRCT Analysis), and analyze coronary atherosclerosis (Plaque Analysis). Join us as we expand our innovative product pipeline and contribute to the evolution of precision heart care.As a publicly traded company (HTFL) recognized internationally for our commitment to healthcare innovation, we are endorsed by medical societies worldwide and are accessible for use in the US, UK, Europe, Japan, and Canada, having positively impacted over 500,000 patients globally.The Implementation Manager is a pivotal member of our Customer Success team, responsible for leading the integration of HeartFlow’s technology into customer accounts. This role serves as the technical support conduit, ensuring prompt resolution of field issues and driving customer satisfaction and loyalty.Key Responsibilities:Spearhead the implementation process for integrating HeartFlow’s innovative technology into new customer accounts.Oversee implementation projects for novel products or features, collaborating closely with the commercial team and customers.Deliver comprehensive training for end-users and the commercial team on HeartFlow products and CT data requirements, aligning with detailed training plans.Provide clinically relevant and technical insights in response to inquiries regarding the utilization of HeartFlow technologies.Document and manage customer feedback, training sessions, complaints, and resolutions within HeartFlow’s Customer Relationship Management system, contributing to the enhancement of our knowledge base for customer issues.Proactively ensure accurate implementation processes and maintain communication with stakeholders.

WHO WE ARE Zeta Global (NYSE: ZETA) is a leading AI-Powered Marketing Cloud, harnessing cutting-edge artificial intelligence (AI) and vast consumer insights to streamline customer acquisition, growth, and retention. Our Zeta Marketing Platform (ZMP) simplifies complex marketing tasks by integrating identity, intelligence, and omnichannel activation into a cohesive solution—backed by one of the industry's largest proprietary databases and AI capabilities. We empower our enterprise clients across diverse sectors to create personalized consumer experiences at an individual level, resulting in enhanced marketing program outcomes. Founded in 2007 by David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City, with a global presence. Discover more at www.zetaglobal.com. THE ROLE As a Senior Client Success Manager – Programmatic, you will take a hands-on approach in a client-facing capacity, spearheading the comprehensive success of a portfolio of strategic programmatic accounts. In this dynamic role, you will be the primary liaison for clients, operational expert, and strategic ally, overseeing live campaigns, facilitating client communications, and driving performance, client retention, and growth initiatives. This position demands robust programmatic expertise, sound judgment, and the ability to work autonomously while closely collaborating with Sales, Analytics, and Operations teams. This position is remote, based in Chicago, IL. RESPONSIBILITIES Oversee and manage 10+ active programmatic campaigns from inception to completion across multiple accounts. Lead all client communications, encompassing status updates, quarterly business reviews (QBRs), and escalations, providing insightful recommendations aligned with business objectives. Act as the technical owner of campaign execution, partnering with Operations to ensure campaigns are set up correctly, optimized efficiently, and strategically aligned (targeting, pacing, quality assurance, troubleshooting). Utilize in-depth knowledge of Demand-Side Platform (DSP) functionality and optimization strategies to inform setup decisions, diagnose challenges, and enhance performance. Deliver actionable client-ready reporting and performance insights in collaboration with the Analytics team. Proactively identify avenues for upselling, cross-selling, and renewal opportunities in partnership with Sales. Work cross-functionally to resolve issues, enhance performance, and ensure client satisfaction.

About UsArrive Logistics stands as a premier transportation and technology enterprise within North America, dedicated to continuous, significant growth year after year. Our achievements are a direct reflection of our extraordinary team and the collaborative environment we foster. We prioritize offering our employees a fulfilling work experience, and our award-winning culture emphasizes personal and professional development in a vibrant, casual, and team-oriented setting. Now is an exhilarating time to join us, so read further and consider applying!Ideal CandidateAs a Client Success Associate, you will be pivotal in achieving Operational Excellence. Your primary responsibilities will include overseeing the daily operations for both existing and new client accounts facilitated by our sales team. Key tasks will involve constructing loads, scheduling appointments, tracking shipments while providing timely updates both internally and externally, and finalizing load closures. You will focus on honing these skills while also exploring additional responsibilities to further enhance your capabilities within the Client Success team. The ideal candidate is detail-oriented, process-driven, customer-focused, efficient, proactive, solutions-oriented, and adept at executing operational tasks independently, as well as collaborating across various departments.

About PatientIQPatientIQ is an innovative and rapidly expanding healthcare technology organization dedicated to enhancing patient outcomes through intelligent, data-driven care solutions. Our partnerships with healthcare providers, life sciences companies, and research institutions empower us to convert clinical insights into actionable strategies. As we continue to grow, we are committed to strengthening our operational framework to ensure stable and predictable growth throughout our commercial sector.About The RoleThe Implementation Project Manager at PatientIQ is a pivotal strategic leader tasked with orchestrating complex, enterprise-level implementations across extensive health systems and healthcare organizations. This role encompasses the complete lifecycle of implementation projects, from the executive kickoff phase to go-live and subsequent value realization, guaranteeing excellence in delivery across technical, operational, and organizational dimensions.This role will lead intricate SaaS implementations that often involve EHR integrations, data migrations, system conversions, and workflow transformation initiatives. The Implementation Project Manager will act as the primary delivery lead, engaging with executive stakeholders, EHR partners, and internal cross-functional teams to ensure successful outcomes within highly regulated and intricate environments.The ideal candidate blends enterprise program leadership with the agility and innovation typical of startups, providing structure and discipline while remaining flexible and solutions-oriented. They will take ownership of results and proactively eliminate obstacles, collaborating across teams to achieve successful delivery.What You'll DoEnterprise Implementation LeadershipOversee the comprehensive delivery of enterprise implementations from kickoff through to go-live, including intricate EHR (e.g., Epic, Oracle Health/Cerner) integration constructions, conversions, and migrations.Create and manage extensive project plans that encompass EHR integrations, interface constructions, data validation, system configurations, workflow redesigns, training, and go-live monitoring.Establish and maintain robust governance structures, communication schedules, and executive reporting mechanisms tailored for large-scale health system engagements.Drive the achievement of time-to-first-value, user adoption rates, and other critical implementation success metrics.Stakeholder Engagement & Risk ManagementManage communications to executive and operational stakeholders, ensuring clear reporting of implementation progress, risks, and impacts at all levels of the customer organization.Identify and mitigate cross-functional risks across technical, clinical, and operational workflows while maintaining meticulous documentation and change management practices.Escalate and resolve issues promptly, balancing customer experience with internal resource management.

As a Strategic Customer Success Manager at Intercom, you will play a pivotal role in ensuring our clients achieve their desired outcomes through our innovative solutions. This involves building strong relationships with customers, understanding their needs, and providing tailored strategies that enhance their experience and satisfaction. Your expertise will contribute to customer retention and the overall success of our client partnerships.

Role Overview The Customer Success Manager at Syndigo focuses on building and maintaining strong client relationships. Based in Chicago, this role works closely with clients to understand their needs and make sure they get the most value from Syndigo’s solutions. What You Will Do Develop and nurture trusted partnerships with clients Listen to client goals and challenges to tailor support Monitor account health and usage to spot opportunities for improvement Proactively suggest ways clients can grow and benefit further from Syndigo’s offerings

As an Implementation Analyst at OpenGov, you will play a pivotal role in ensuring successful deployment of our innovative software solutions. Your key responsibilities will include collaborating with clients to understand their requirements, configuring software to meet those needs, and providing training and support for end users. You will work closely with cross-functional teams to streamline processes and enhance customer satisfaction.

FourKites, Inc. is looking for an Implementation Consultant to support clients as they adopt the company’s supply chain visibility platform. This role is open to candidates based in Chicago, IL or working remotely anywhere in the United States. Role overview This position centers on helping clients realize the full value of the FourKites platform. The Implementation Consultant works directly with customers to understand their operations and tailor the platform to their needs. What you will do Collaborate with clients to identify business requirements and operational challenges Configure and customize the FourKites platform to match each client’s goals Lead clients through each step of the implementation process for a successful rollout Provide post-launch support, helping clients achieve efficiency improvements and higher satisfaction

As a Scaled Customer Success Manager at Culture Amp, you'll play a pivotal role in driving customer engagement and satisfaction. You'll leverage your expertise to ensure our clients maximize the value of our platform, fostering strong relationships and a deep understanding of their needs. Your analytical skills will help identify opportunities for growth and improvement, enabling our customers to achieve their goals.Join us in creating a culture of feedback and continuous improvement, where your insights will directly impact our customers' success.

At FourKites, we tackle intricate challenges that have a real-world impact. Whether facilitating the transportation of medical supplies from Cardinal Health or delivering groceries for Walmart, our platform empowers customers to manage global supply chains that are efficient, flexible, and sustainable. Become part of a team of inquisitive problem solvers who celebrate diversity, lead with empathy, and prioritize inclusivity. As an Implementation Manager at FourKites, you will act as the strategic leader behind enterprise transformations for Global 1000 companies managing complex supply chains. This role merges in-depth functional consultancy with robust project management to ensure successful software deployments. You will serve as a trusted advisor, converting intricate logistics challenges into streamlined solutions, fostering stakeholder relationships, and ensuring that enterprise implementations yield quantifiable business outcomes. Impact & Scope: Each implementation you oversee will enhance supply chain visibility for major enterprises, driving efficiency improvements and cost reductions across global logistics networks. What You’ll Be Doing: Core Responsibilities Contribute to our Global Implementation team, dedicated to assisting enterprise customers in successfully adopting FourKites as both a technological solution and a strategic approach to supply chain visibility across their organization. Act as a trusted advisor and empathetic advocate for customers, assisting them in building their initial supply chain visibility workflows in FourKites. Consult with our rapidly growing Global 1000 customer base, ensuring they start on the right path and continue to derive maximum value from the platform over time. Develop a thorough understanding of FourKites' capabilities and each customer’s unique challenges, including the operational issues being addressed through implementation, to serve as both a product expert and strategic partner throughout the change process. Implement tailored approaches for each customer based on their specific processes, requirements, and collaboratively established goals to ensure successful adoption. Facilitate the implementation process and associated activities, such as stakeholder training, executive reviews, and regular progress meetings to ensure project success and platform adoption.

About LoopAt Loop, we are dedicated to unlocking profits trapped within the supply chain and reducing costs for consumers. We recognize that poor data and inefficient workflows create obstacles, limiting working capital and increasing expenses for all stakeholders in the supply chain.Our cutting-edge audit and pay platform utilizes domain-driven AI to navigate the complexities of supply chain data and documentation. By enhancing visibility into transportation expenditures, we empower companies to manage their costs effectively and drive profitability. Esteemed industry leaders such as J.P. Morgan Chase, Great Dane, Emerge, and Loadsmart are proud to partner with Loop.Our investors include J.P. Morgan, Index Ventures, Founders Fund, 8VC, Susa Ventures, Flexport, and a host of top-tier angel investors. Our talented team boasts expertise from renowned companies such as Uber, Google, Flexport, Meta, Samsara, Intuit, Rakuten, and established industry leaders like C.H. Robinson.About the RoleWe are seeking a skilled Implementation Manager to work collaboratively across Sales, Pre-Sales, Engineering, and Customer Success teams to ensure a seamless onboarding experience for our clients. The Implementation Manager will conduct thorough discovery to understand client needs, configure Loop’s system, and manage each implementation from initiation through post-launch support to guarantee that internal and external timelines are adhered to. This role includes partnering with operations and engineering to ensure that the final configured product meets client requirements and is well-supported for ongoing service. The Implementation Manager will provide client support for both in-person and virtual implementations, offering product and operational expertise to effectively tailor the client’s instance while recommending best practices that may involve change management.Key ResponsibilitiesOversee project management for solution scoping and implementations, including but not limited to:Lead the onboarding process for new clients, ensuring a smooth transition from sales to implementation. Work closely with the sales team to gain a comprehensive understanding of client needs and requirements.Conduct kick-off calls—both remote and occasionally on-site—to provide an overview of Loop’s solution.Develop and implement detailed implementation plans for each client, outlining timelines, milestones, and deliverables while coordinating with cross-functional teams to ensure timely completion of all aspects of the implementation.Collaborate with Loop’s technical architect to define use cases for Loop’s product and roadmap.Participate in weekly status meetings...

Role Overview Front Careers is hiring a Strategic Customer Success Manager in Chicago, IL. This role centers on building strong client relationships and supporting customer satisfaction across key accounts. What You Will Do Onboard new clients and guide them through the setup process Support customers to ensure they achieve value from Front Careers products Spot opportunities for account growth and expansion Contribute strategic insights to improve customer engagement and experience

Join ixllearning as an Implementation Specialist, where you will play a pivotal role in the successful deployment of our innovative educational solutions. You will work closely with clients to ensure smooth implementation, providing training and support as needed to maximize their experience with our products.

OpenGov provides AI-driven ERP solutions to local and state governments across the United States. More than 2,000 municipalities, counties, and public sector agencies use the OpenGov Public Service Platform to improve efficiency, adapt to change, and build public trust. The platform includes tools for asset management, procurement, contract management, accounting, budgeting, billing, revenue management, permitting, licensing, transparency, and open data. These products work together within the OpenGov ERP to help public organizations achieve their goals and maximize the impact of every decision. Learn more about OpenGov’s mission at OpenGov.com. Role overview The Lead Implementation Consultant takes a central role in delivering value to customers by guiding the implementation of OpenGov’s solutions. This position requires deep product knowledge, experience with public sector operations, and the ability to develop practical solutions for complex challenges. The role involves managing implementation projects, mentoring teammates, and contributing to delivery operations, sales scoping, and product development. Building strong cross-functional relationships is key to achieving both customer and organizational goals. What you will do Manage end-to-end implementation projects for new and existing clients, including gathering requirements, configuring the platform, and providing training. Serve as the main technical advisor for clients, ensuring communication stays clear and objectives are met. Guide government officials through the implementation process and support them as they adopt OpenGov solutions. Assess customer needs and challenges, working with teams across OpenGov to design solutions that improve client workflows. Develop specialized knowledge of government processes in different states to address a variety of client requirements with creative approaches.

At FleetWorks, we are at the forefront of developing innovative conversational AI technologies aimed at streamlining intricate workflows for freight carriers and brokers. Our sales process is deeply consultative, emphasizing the demonstration of measurable value through tailored solutions prior to finalizing agreements.We are in search of a Deployment Strategist who will serve as both the technical and creative cornerstone for our prospects and clients. This pivotal role connects our customers' operational challenges with effective solutions crafted on the FleetWorks platform. You will collaborate closely with the go-to-market (GTM) team to design, build, and showcase customized AI agents that highlight our value proposition, transforming potential leads into successful partnerships.This position is hands-on and impactful, necessitating a combination of business insight, technical inquisitiveness, and a results-driven approach. This role is based full-time in our Chicago office. Key ResponsibilitiesDefine Use Cases: Collaborate with the commercial team from pre-sales to upselling, gathering customer needs and translating them into clear, actionable AI agent solutions.Create Sales Materials: Develop and update internal sales enablement resources (e.g., presentations, ROI calculators, one-pagers) that assist the sales team in articulating the benefits of various AI solutions during the initial sales stages.Lead Proof of Concepts (POCs): Oversee the technical development and setup of custom AI agents and demo environments to verify the value of the FleetWorks platform for specific customer scenarios.Documentation and Organization: Help in chronicling successful deployment playbooks and maintaining a centralized repository of successful use case examples and configuration best practices.Facilitate Feedback Collection: Systematically collect, document, and communicate feedback from customers and the sales team from pilot programs to the Product and Engineering teams to guide future product developments.QualificationsTechnical Proficiency: A strong aptitude for new software and systems. You must be a quick learner who can swiftly understand the intricacies of AI setup, prompting, and technical execution.Analytical and Detail-Oriented: Exceptional organizational skills and keen attention to detail are crucial for managing and overseeing complex demo environments and deployment checklists.Collaborative Problem-Solver: Ability to work efficiently with cross-functional teams and customers to develop innovative solutions.

At Tecsys, we understand the immense benefits of a remote work culture, including enhanced employee morale, increased productivity, and a positive impact on wellbeing and the environment. As a digital-first organization, we embrace flexibility and provide our teams with collaborative workspaces in our conveniently located offices, allowing everyone to work in the most efficient manner possible.About UsTecsys is a rapidly expanding innovator that offers advanced supply chain solutions to leading healthcare systems, hospitals, pharmacy businesses, distributors, retailers, and 3PLs. We collaborate with industry leaders to revolutionize supply chains using cutting-edge technology. If you excel in solving complex challenges and seek continuous learning opportunities, Tecsys might be the ideal environment for you!About the RoleAs part of the Project Architecture & Delivery team within Global Operations, the Project Manager at Tecsys will work in close partnership with customer project managers to oversee comprehensive project management for software implementations. This role is pivotal in the solution design and architecture of the Tecsys implementation from its initial stages in the sales cycle. You will be responsible for developing and continuously enhancing our proprietary implementation methodology and managing the project management of Tecsys deliveries. Your responsibilities will include managing multiple concurrent projects, coordinating technical and functional activities, and ensuring successful implementation outcomes.The Project Manager, supported by a Tecsys Project Advisor and Executive Sponsor, will ensure successful implementations by allocating resources, defining priorities, and facilitating stakeholder interactions. You will work collaboratively with the project team to assess effort, identify risks, and propose solutions, keeping the team focused on achieving the right objectives while adhering to Tecsys’ Project Management and Implementation methodology to maintain the integrity and quality of project deliverables.Key Responsibilities:Oversee multiple software implementation projects from initiation to completion.Define and document project scope, schedules, milestones, and deliverables aligned with our customers' business objectives in collaboration with internal and external stakeholders.Ensure alignment with our proprietary implementation methodology and best practices to uphold project management standards and delivery quality.Direct and coordinate the activities of project teams to achieve successful implementation.

New Relic, Inc. is seeking an Implementation Consultant - Solutions Architect to help clients adopt and integrate New Relic’s observability solutions. This position centers on understanding each client’s technical landscape, shaping tailored solutions, and overseeing successful deployments that bring real value. Key Responsibilities Assess client requirements and review their technical environments to ensure a strong foundation for implementation. Design solutions that use New Relic’s observability tools, adapting to each client’s unique needs. Lead and support projects from initial planning through final delivery, keeping projects on track and aligned with client objectives. Work closely with clients to confirm that every deployment meets their goals and contributes to overall satisfaction. Locations This role is available in several U.S. cities: Atlanta, Austin, Boston, Charleston, Charlotte, Chicago, Cleveland, Columbus, Dallas, Detroit, Houston, Indianapolis, Jersey City, Miami, Orlando, and Pittsburgh.