Job Description:

The Role

Fidelity Private Shares is looking for an engaging, driven individual to join our Go To Market organization as a Customer Success Manager. This role will be part of the team that builds and manages relationships with our clients. This role will have primary responsibility for client account management, and will also be responsible for driving adoption of the platform, ensuring customers are finding value and having an excellent customer experience.

Primary responsibilities include: 

• Develop a deep understanding of the FPS platform so you can guide clients through use of our workflows, reports, and data room.

• Build relationships with your customers, primarily working with company executives (CEOs, CFOs, General Counsels) at mid to late-stage companies

• Secure renewals and identify areas for upsell.

• Host regular check-in meetings with customers to ensure a positive experience and continued value throughout their subscription.

• Consulting with clients as they raise funding and hit other important milestones in their company lifecycle.

The Expertise and Skills You Bring:

• 3-5 years of experience in a customer success or account management role Familiarity working at a B2B SaaS company or similar startup environment

• Excellent communication and relationship management skills

• Customer obsessed and outcome-oriented

Note: Fidelity is not providing immigration sponsorship for this position

The Team 

Fidelity is a leader in the equity administration space.  We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. Our client services team is known for providing exceptional customer service. We are a small, collaborative team who thrive on teamwork, open communication, positivity, and going above and beyond in service of our customers.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.

Certifications:

Category:

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Success Program Manager - REMOTE. In this role, you will act as the primary liaison for assigned accounts, ensuring smooth communication and delivery. You will lead complex client programs and work with cross-functional teams to enhance client experiences. Your contributions will be critical in improving client satisfaction and operational efficiency. If you are passionate about fostering strong client relationships and have a background in program management, this opportunity will allow you to make a significant impact in the MedTech industry.

• Serve as primary liaison for assigned accounts, ensuring clarity and alignment across teams.
• Lead complex or multisite client programs/projects from scope through completion.
• Recover and stabilize troubled client accounts through proactive communication.
• Provide program visibility through organized communication and effective meetings.
• Identify risks early and manage challenges to keep programs on track.
• Engage actively in the Global Client Success team to enhance the client journey.
• Support digital adoption and client navigation of portals.
• Ensure Salesforce data accuracy for assigned accounts.

• Bachelor’s degree required; scientific discipline preferred.
• 7+ years of experience in client-facing, operational, or program management roles.
• Strong communicator with a service mindset.
• Detail-oriented and organized, with strong time-management skills.
• Proficiency in Salesforce and Microsoft Office Suite.
• Experience in regulated industries preferred; medical device experience a plus.
• Strong analytical skills with experience managing data spreadsheets.
• PMP and CAPM certification preferred.

• Competitive salary range: $66,800 to $75,000 annually.
• Opportunity for career growth in a supportive environment.
• Flexible work arrangements with remote opportunities.
• Access to professional development and training.
• Collaborative and inclusive company culture.
• Comprehensive benefits package including health insurance.

Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1

What's the role?

The Implementation Specialist will oversee the technical application design, construction, and implementation for assigned accounts and projects. This role will be responsible for troubleshooting and resolving client inquiries as well as monitoring projects and plans to ensure implementations are processed efficiently. This includes:

• Ability to manager and ensure deliverables are within timeline and scope.
• Ensure clients get the best implementation experience and guidance throughout the process and are implemented in a timely and efficient manner.
  
• Overseeing the implementation of new HCM and Benefit Services clients.
• Organize and lead meetings with the clients to promote forward progress of the implementation process.
• Bring in Subject-Matter Experts (SME) to cover topics and assist in configuration of Onboarding/Offboarding, Benefits, TLM, GL, Applicant Tracking and additional ancillary products.
• Ultimately responsible for client satisfaction before being transitioned to Customer Service.
• Follow defined project plan in order to effectively implement additional HCM services.
• Communication of all steps, and progress on a regularly scheduled basis with client and team.
• Schedule and complete necessary new client on-site, telephone, or internet training to customer's satisfaction.
• Manage client relationship and provide primary client service throughout implementation.

What experience and skills do I need to be successful?

• Bachelor's degree in a technical discipline or equivalent preferred.
• Excellent organizational skills.
• A strong product, service and technical background.
• Highly organized, able to multi-task and work with others, etc.
• Excellent communication skills.
• Proven customer service skills.
• HCM and iSolved experience is a MUST.

Great Perks and Benefits:

Some major perks we offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the company. In addition:

• Onsite, hybrid, or remote work arrangements.
• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What's the schedule?

This role supports our office hours of Monday-Friday 8am-5pm.

How do I join?

First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the Payroll Solutions leadership.

What else are you hiring for?

See all Payroll Solutions' openings on their website or reach out to our Lead Recruiting Partner, Lisa Zautke, on LinkedIn.

More about Payroll Solutions:

Payroll Solutions is part of the MBE CPAs affiliate group. The team includes HCM and payroll professionals who implement HCM products and process payrolls for 1000+ clients. We are a proud partner of the isolved HCM suite with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Success Program Manager - REMOTE. In this role, you will act as the primary liaison for assigned accounts, ensuring smooth communication and delivery. You will lead complex client programs and work with cross-functional teams to enhance client experiences. Your contributions will be critical in improving client satisfaction and operational efficiency. If you are passionate about fostering strong client relationships and have a background in program management, this opportunity will allow you to make a significant impact in the MedTech industry.

• Serve as primary liaison for assigned accounts, ensuring clarity and alignment across teams.
• Lead complex or multisite client programs/projects from scope through completion.
• Recover and stabilize troubled client accounts through proactive communication.
• Provide program visibility through organized communication and effective meetings.
• Identify risks early and manage challenges to keep programs on track.
• Engage actively in the Global Client Success team to enhance the client journey.
• Support digital adoption and client navigation of portals.
• Ensure Salesforce data accuracy for assigned accounts.

• Bachelor’s degree required; scientific discipline preferred.
• 7+ years of experience in client-facing, operational, or program management roles.
• Strong communicator with a service mindset.
• Detail-oriented and organized, with strong time-management skills.
• Proficiency in Salesforce and Microsoft Office Suite.
• Experience in regulated industries preferred; medical device experience a plus.
• Strong analytical skills with experience managing data spreadsheets.
• PMP and CAPM certification preferred.

• Competitive salary range: $66,800 to $75,000 annually.
• Opportunity for career growth in a supportive environment.
• Flexible work arrangements with remote opportunities.
• Access to professional development and training.
• Collaborative and inclusive company culture.
• Comprehensive benefits package including health insurance.

Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1

What's the role?

The Implementation Specialist will oversee the technical application design, construction, and implementation for assigned accounts and projects. This role will be responsible for troubleshooting and resolving client inquiries as well as monitoring projects and plans to ensure implementations are processed efficiently. This includes:

• Ability to manager and ensure deliverables are within timeline and scope.
• Ensure clients get the best implementation experience and guidance throughout the process and are implemented in a timely and efficient manner.
  
• Overseeing the implementation of new HCM and Benefit Services clients.
• Organize and lead meetings with the clients to promote forward progress of the implementation process.
• Bring in Subject-Matter Experts (SME) to cover topics and assist in configuration of Onboarding/Offboarding, Benefits, TLM, GL, Applicant Tracking and additional ancillary products.
• Ultimately responsible for client satisfaction before being transitioned to Customer Service.
• Follow defined project plan in order to effectively implement additional HCM services.
• Communication of all steps, and progress on a regularly scheduled basis with client and team.
• Schedule and complete necessary new client on-site, telephone, or internet training to customer's satisfaction.
• Manage client relationship and provide primary client service throughout implementation.

What experience and skills do I need to be successful?

• Bachelor's degree in a technical discipline or equivalent preferred.
• Excellent organizational skills.
• A strong product, service and technical background.
• Highly organized, able to multi-task and work with others, etc.
• Excellent communication skills.
• Proven customer service skills.
• HCM and iSolved experience is a MUST.

Great Perks and Benefits:

Some major perks we offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the company. In addition:

• Onsite, hybrid, or remote work arrangements.
• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What's the schedule?

This role supports our office hours of Monday-Friday 8am-5pm.

How do I join?

First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the Payroll Solutions leadership.

What else are you hiring for?

See all Payroll Solutions' openings on their website or reach out to our Lead Recruiting Partner, Lisa Zautke, on LinkedIn.

More about Payroll Solutions:

Payroll Solutions is part of the MBE CPAs affiliate group. The team includes HCM and payroll professionals who implement HCM products and process payrolls for 1000+ clients. We are a proud partner of the isolved HCM suite with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

What's the role?

The Implementation Specialist will oversee the technical application design, construction, and implementation for assigned accounts and projects. This role will be responsible for troubleshooting and resolving client inquiries as well as monitoring projects and plans to ensure implementations are processed efficiently. This includes:

• Ability to manager and ensure deliverables are within timeline and scope.
• Ensure clients get the best implementation experience and guidance throughout the process and are implemented in a timely and efficient manner.
  
• Overseeing the implementation of new HCM and Benefit Services clients.
• Organize and lead meetings with the clients to promote forward progress of the implementation process.
• Bring in Subject-Matter Experts (SME) to cover topics and assist in configuration of Onboarding/Offboarding, Benefits, TLM, GL, Applicant Tracking and additional ancillary products.
• Ultimately responsible for client satisfaction before being transitioned to Customer Service.
• Follow defined project plan in order to effectively implement additional HCM services.
• Communication of all steps, and progress on a regularly scheduled basis with client and team.
• Schedule and complete necessary new client on-site, telephone, or internet training to customer's satisfaction.
• Manage client relationship and provide primary client service throughout implementation.

What experience and skills do I need to be successful?

• Bachelor's degree in a technical discipline or equivalent preferred.
• Excellent organizational skills.
• A strong product, service and technical background.
• Highly organized, able to multi-task and work with others, etc.
• Excellent communication skills.
• Proven customer service skills.
• HCM and iSolved experience is a MUST.

Great Perks and Benefits:

Some major perks we offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the company. In addition:

• Onsite, hybrid, or remote work arrangements.
• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What's the schedule?

This role supports our office hours of Monday-Friday 8am-5pm.

How do I join?

First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the Payroll Solutions leadership.

What else are you hiring for?

See all Payroll Solutions' openings on their website or reach out to our Lead Recruiting Partner, Lisa Zautke, on LinkedIn.

More about Payroll Solutions:

Payroll Solutions is part of the MBE CPAs affiliate group. The team includes HCM and payroll professionals who implement HCM products and process payrolls for 1000+ clients. We are a proud partner of the isolved HCM suite with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Success Program Manager - REMOTE. In this role, you will act as the primary liaison for assigned accounts, ensuring smooth communication and delivery. You will lead complex client programs and work with cross-functional teams to enhance client experiences. Your contributions will be critical in improving client satisfaction and operational efficiency. If you are passionate about fostering strong client relationships and have a background in program management, this opportunity will allow you to make a significant impact in the MedTech industry.

• Serve as primary liaison for assigned accounts, ensuring clarity and alignment across teams.
• Lead complex or multisite client programs/projects from scope through completion.
• Recover and stabilize troubled client accounts through proactive communication.
• Provide program visibility through organized communication and effective meetings.
• Identify risks early and manage challenges to keep programs on track.
• Engage actively in the Global Client Success team to enhance the client journey.
• Support digital adoption and client navigation of portals.
• Ensure Salesforce data accuracy for assigned accounts.

• Bachelor’s degree required; scientific discipline preferred.
• 7+ years of experience in client-facing, operational, or program management roles.
• Strong communicator with a service mindset.
• Detail-oriented and organized, with strong time-management skills.
• Proficiency in Salesforce and Microsoft Office Suite.
• Experience in regulated industries preferred; medical device experience a plus.
• Strong analytical skills with experience managing data spreadsheets.
• PMP and CAPM certification preferred.

• Competitive salary range: $66,800 to $75,000 annually.
• Opportunity for career growth in a supportive environment.
• Flexible work arrangements with remote opportunities.
• Access to professional development and training.
• Collaborative and inclusive company culture.
• Comprehensive benefits package including health insurance.

Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1

What's the role?

The Implementation Specialist will oversee the technical application design, construction, and implementation for assigned accounts and projects. This role will be responsible for troubleshooting and resolving client inquiries as well as monitoring projects and plans to ensure implementations are processed efficiently. This includes:

• Ability to manager and ensure deliverables are within timeline and scope.
• Ensure clients get the best implementation experience and guidance throughout the process and are implemented in a timely and efficient manner.
  
• Overseeing the implementation of new HCM and Benefit Services clients.
• Organize and lead meetings with the clients to promote forward progress of the implementation process.
• Bring in Subject-Matter Experts (SME) to cover topics and assist in configuration of Onboarding/Offboarding, Benefits, TLM, GL, Applicant Tracking and additional ancillary products.
• Ultimately responsible for client satisfaction before being transitioned to Customer Service.
• Follow defined project plan in order to effectively implement additional HCM services.
• Communication of all steps, and progress on a regularly scheduled basis with client and team.
• Schedule and complete necessary new client on-site, telephone, or internet training to customer's satisfaction.
• Manage client relationship and provide primary client service throughout implementation.

What experience and skills do I need to be successful?

• Bachelor's degree in a technical discipline or equivalent preferred.
• Excellent organizational skills.
• A strong product, service and technical background.
• Highly organized, able to multi-task and work with others, etc.
• Excellent communication skills.
• Proven customer service skills.
• HCM and iSolved experience is a MUST.

Great Perks and Benefits:

Some major perks we offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the company. In addition:

• Onsite, hybrid, or remote work arrangements.
• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What's the schedule?

This role supports our office hours of Monday-Friday 8am-5pm.

How do I join?

First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the Payroll Solutions leadership.

What else are you hiring for?

See all Payroll Solutions' openings on their website or reach out to our Lead Recruiting Partner, Lisa Zautke, on LinkedIn.

More about Payroll Solutions:

Payroll Solutions is part of the MBE CPAs affiliate group. The team includes HCM and payroll professionals who implement HCM products and process payrolls for 1000+ clients. We are a proud partner of the isolved HCM suite with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Success Program Manager - REMOTE. In this role, you will act as the primary liaison for assigned accounts, ensuring smooth communication and delivery. You will lead complex client programs and work with cross-functional teams to enhance client experiences. Your contributions will be critical in improving client satisfaction and operational efficiency. If you are passionate about fostering strong client relationships and have a background in program management, this opportunity will allow you to make a significant impact in the MedTech industry.

• Serve as primary liaison for assigned accounts, ensuring clarity and alignment across teams.
• Lead complex or multisite client programs/projects from scope through completion.
• Recover and stabilize troubled client accounts through proactive communication.
• Provide program visibility through organized communication and effective meetings.
• Identify risks early and manage challenges to keep programs on track.
• Engage actively in the Global Client Success team to enhance the client journey.
• Support digital adoption and client navigation of portals.
• Ensure Salesforce data accuracy for assigned accounts.

• Bachelor’s degree required; scientific discipline preferred.
• 7+ years of experience in client-facing, operational, or program management roles.
• Strong communicator with a service mindset.
• Detail-oriented and organized, with strong time-management skills.
• Proficiency in Salesforce and Microsoft Office Suite.
• Experience in regulated industries preferred; medical device experience a plus.
• Strong analytical skills with experience managing data spreadsheets.
• PMP and CAPM certification preferred.

• Competitive salary range: $66,800 to $75,000 annually.
• Opportunity for career growth in a supportive environment.
• Flexible work arrangements with remote opportunities.
• Access to professional development and training.
• Collaborative and inclusive company culture.
• Comprehensive benefits package including health insurance.

Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Success Program Manager - REMOTE. In this role, you will act as the primary liaison for assigned accounts, ensuring smooth communication and delivery. You will lead complex client programs and work with cross-functional teams to enhance client experiences. Your contributions will be critical in improving client satisfaction and operational efficiency. If you are passionate about fostering strong client relationships and have a background in program management, this opportunity will allow you to make a significant impact in the MedTech industry.

• Serve as primary liaison for assigned accounts, ensuring clarity and alignment across teams.
• Lead complex or multisite client programs/projects from scope through completion.
• Recover and stabilize troubled client accounts through proactive communication.
• Provide program visibility through organized communication and effective meetings.
• Identify risks early and manage challenges to keep programs on track.
• Engage actively in the Global Client Success team to enhance the client journey.
• Support digital adoption and client navigation of portals.
• Ensure Salesforce data accuracy for assigned accounts.

• Bachelor’s degree required; scientific discipline preferred.
• 7+ years of experience in client-facing, operational, or program management roles.
• Strong communicator with a service mindset.
• Detail-oriented and organized, with strong time-management skills.
• Proficiency in Salesforce and Microsoft Office Suite.
• Experience in regulated industries preferred; medical device experience a plus.
• Strong analytical skills with experience managing data spreadsheets.
• PMP and CAPM certification preferred.

• Competitive salary range: $66,800 to $75,000 annually.
• Opportunity for career growth in a supportive environment.
• Flexible work arrangements with remote opportunities.
• Access to professional development and training.
• Collaborative and inclusive company culture.
• Comprehensive benefits package including health insurance.

Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1

What's the role?

The Implementation Specialist will oversee the technical application design, construction, and implementation for assigned accounts and projects. This role will be responsible for troubleshooting and resolving client inquiries as well as monitoring projects and plans to ensure implementations are processed efficiently. This includes:

• Ability to manager and ensure deliverables are within timeline and scope.
• Ensure clients get the best implementation experience and guidance throughout the process and are implemented in a timely and efficient manner.
  
• Overseeing the implementation of new HCM and Benefit Services clients.
• Organize and lead meetings with the clients to promote forward progress of the implementation process.
• Bring in Subject-Matter Experts (SME) to cover topics and assist in configuration of Onboarding/Offboarding, Benefits, TLM, GL, Applicant Tracking and additional ancillary products.
• Ultimately responsible for client satisfaction before being transitioned to Customer Service.
• Follow defined project plan in order to effectively implement additional HCM services.
• Communication of all steps, and progress on a regularly scheduled basis with client and team.
• Schedule and complete necessary new client on-site, telephone, or internet training to customer's satisfaction.
• Manage client relationship and provide primary client service throughout implementation.

What experience and skills do I need to be successful?

• Bachelor's degree in a technical discipline or equivalent preferred.
• Excellent organizational skills.
• A strong product, service and technical background.
• Highly organized, able to multi-task and work with others, etc.
• Excellent communication skills.
• Proven customer service skills.
• HCM and iSolved experience is a MUST.

Great Perks and Benefits:

Some major perks we offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the company. In addition:

• Onsite, hybrid, or remote work arrangements.
• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What's the schedule?

This role supports our office hours of Monday-Friday 8am-5pm.

How do I join?

First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the Payroll Solutions leadership.

What else are you hiring for?

See all Payroll Solutions' openings on their website or reach out to our Lead Recruiting Partner, Lisa Zautke, on LinkedIn.

More about Payroll Solutions:

Payroll Solutions is part of the MBE CPAs affiliate group. The team includes HCM and payroll professionals who implement HCM products and process payrolls for 1000+ clients. We are a proud partner of the isolved HCM suite with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

What's the role?

The Implementation Specialist will oversee the technical application design, construction, and implementation for assigned accounts and projects. This role will be responsible for troubleshooting and resolving client inquiries as well as monitoring projects and plans to ensure implementations are processed efficiently. This includes:

• Ability to manager and ensure deliverables are within timeline and scope.
• Ensure clients get the best implementation experience and guidance throughout the process and are implemented in a timely and efficient manner.
  
• Overseeing the implementation of new HCM and Benefit Services clients.
• Organize and lead meetings with the clients to promote forward progress of the implementation process.
• Bring in Subject-Matter Experts (SME) to cover topics and assist in configuration of Onboarding/Offboarding, Benefits, TLM, GL, Applicant Tracking and additional ancillary products.
• Ultimately responsible for client satisfaction before being transitioned to Customer Service.
• Follow defined project plan in order to effectively implement additional HCM services.
• Communication of all steps, and progress on a regularly scheduled basis with client and team.
• Schedule and complete necessary new client on-site, telephone, or internet training to customer's satisfaction.
• Manage client relationship and provide primary client service throughout implementation.

What experience and skills do I need to be successful?

• Bachelor's degree in a technical discipline or equivalent preferred.
• Excellent organizational skills.
• A strong product, service and technical background.
• Highly organized, able to multi-task and work with others, etc.
• Excellent communication skills.
• Proven customer service skills.
• HCM and iSolved experience is a MUST.

Great Perks and Benefits:

Some major perks we offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the company. In addition:

• Onsite, hybrid, or remote work arrangements.
• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What's the schedule?

This role supports our office hours of Monday-Friday 8am-5pm.

How do I join?

First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the Payroll Solutions leadership.

What else are you hiring for?

See all Payroll Solutions' openings on their website or reach out to our Lead Recruiting Partner, Lisa Zautke, on LinkedIn.

More about Payroll Solutions:

Payroll Solutions is part of the MBE CPAs affiliate group. The team includes HCM and payroll professionals who implement HCM products and process payrolls for 1000+ clients. We are a proud partner of the isolved HCM suite with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

Customer Success Engineer – AI & Testing

About the Role

We’re looking for a Technical Customer Success Engineer to help our customers succeed with AI-driven testing in real production environments. This is a hands-on, technical role for someone with QA or automation experience who wants to work closely with customers, build test coverage, debug failures, and learn how AI agents behave in real-world scenarios. You’ll start by shadowing experienced Solution Engineers and gradually take ownership of customers, pilots, and test strategies.

If you enjoy solving real-world problems, love direct customer interaction, and are excited to learn fast, this role is designed to grow with you.

What You’ll Do

• Work directly with customers to help them adopt and succeed with Spur’s AI-driven testing platform

• Author, maintain, and improve AI-powered test flows for customer applications

• Debug failed tests and investigate AI agent behaviors in customer environments

• Support pilots and production usage by improving test reliability and coverage

• Translate customer intent into effective prompts and workflows

• Partner with Account Executives during onboarding, demos, and spurring sessions

• Provide clear technical explanations to both technical and non-technical users

• Feed real-world learnings back into product and engineering to drive platform improvement

• Gradually take full ownership of customer accounts and lead technical conversations

What Makes This Role Unique

• Work at the intersection of AI, QA/test automation, and customer-facing engineering

• Shape how AI agents behave in production by designing, debugging, and optimizing tests

• Not a static role: you’ll go far beyond supporting software and play a direct part in shaping customer outcomes

• Early and deep exposure to both prompt engineering and real-world use cases

What Success Looks Like

• First 3 months: Shadow Solution Engineers, write and debug tests, support customer pilots, and develop deep understanding of Spur

• By 6 months: Independently own customer pilots or accounts, improve coverage and reliability, debug complex issues, and suggest workflow enhancements

• By 9–12 months: Operate as a Solution Engineer, lead technical conversations, own customer test strategy, and influence product and AI behavior through customer feedback

What We’re Looking For

We value mindset and fundamentals over perfect resumes.

Must Have:

• 3–4 years’ experience in manual testing, QA, or test automation

• Strong understanding of web applications and browser behavior

• Comfort debugging failures and navigating edge cases

• Clear communication skills and empathy for customers

• Curiosity and willingness to learn new tools, processes, and AI concepts

Nice to Have:

• Automation experience with any framework

• Basic scripting knowledge or eagerness to learn

• Exposure to CI/CD or API testing

• Interest in AI, LLMs, or prompt engineering

You don’t need to be an AI expert—you need an appetite to learn and help customers thrive.

Compensation & Benefits

• Equity package

• Benefits offering (Gym & Wellness Stipends, Meal Stipends, OffSites)

• In-person role based in our NYC office

Spur is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical or mental disability, marital status, sexual orientation, gender identity or expression, or any other protected status.

Description

FLSA Classification

Hourly

Reports to

Customer Service Manager

Hours

Monday – Friday 8:00-4:30

One Day a Week 8:30-5:00

JOB DESCRIPTION

Summary/objective

Build relationships and find out customer’s needs, solve problems that arise and coordinate deals with clients. Determine the most crucial needs of the customers and carry them out to ensure that they receive first-class customer care and service.

• Inbound client calls
• Facilitate quotes
• Submit via email quotes to clients in the acceptable timeframe
• Respond to email requests in the acceptable timeframe
• Attend required meetings as applicable
• Research and handle client claims
• Order process
• Order status
• Update order tracking
• Generate re-do orders
• Return customer voicemails in the acceptable time frame
• Enter client sample requests
• Cross training with peer roles
• Order hold follow-up
• Respond to website chat requests

QUALIFICATIONS

Required

• High School Diploma or G.E.D.

Preferred, but not required

• Minimum one to three years customer service experience
• Strong organizational skills and ability to work independently
• Computer literate
• Proficient in Microsoft Office
• Good business skills
• Good sales and marketing background
• Data entry skills
• Good oral and written communication skills.
• Good negotiation skills and customer service ability
• QA skills
• Good Interpersonal relationships
• Problem solving abilities
• Proficient in multi-tasking
• Ability to exercise independent judgment and work with minimal supervision. Must be detail-oriented, can plan, organize, set priorities and manage multiple projects. Good analytical, problem solving and time management skills. Self-starter and self-finisher. Handles difficult customers with diplomacy and tact

Work environment

• Climate controlled environment

Physical demands

• While performing the duties of this job, the associate is frequently required to stand, walk, climb, stoop, talk, hear, reach, grasp with hands, feel, and sit. The associate is occasionally required to kneel, push and pull to move objects.
• The associate must exert up to 5 pounds of force occasionally and/or a light amount of force frequently to lift, carry, push, pull, or otherwise move objects.
• Specific vision abilities required by this job include concentrated attention and close vision, far vision, color vision, depth perception and the ability to bring object into sharp focus.

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Title: Regional Director, Europe (Customer Success & Business Development)

Company Overview: Atreides helps organizations transform large and complex multi-modal datasets into information-rich geo-spatial data subscriptions that can be used across a wide spectrum of use cases. Currently, Atreides focuses on providing high-fidelity data solutions to enable customers to derive insights quickly.

We are a fast-moving, high-performance startup. We value a diverse team and believe inclusion drives better performance. We trust our team with autonomy, believing it leads to better results and job satisfaction. With a mission-driven mindset and entrepreneurial spirit, we are building something new and helping unlock the power of massive-scale data to make the world safer, stronger, and more prosperous.

Team Overview: We are a passionate team of technologists, data scientists, and analysts with backgrounds in operational intelligence, law enforcement, large multinationals, and cybersecurity operations. We obsess about designing products that will change the way global companies, governments and nonprofits protect themselves from external threats and global adversaries.

Position Overview: The Regional Director, Europe is a senior leadership role responsible for driving customer success, revenue retention, and regional growth across Atreides’ European accounts. This position blends executive-level customer engagement, operational oversight, and strategic business development.

The Regional Director serves as Atreides’ senior representative across EUCOM and NATO-aligned customers and is responsible for ensuring our solutions deliver measurable operational impact while expanding long-term partnerships and regional revenue.

This role carries direct accountability for regional revenue performance, including contract renewals, growth across existing accounts, and expansion into new mission areas and organizations.

The ideal candidate brings deep experience operating within the EUCOM theater, including intelligence operations, special operations, multinational coordination, or security cooperation. Candidates with NATO integration experience, liaison assignments, and operational intelligence or fusion center leadership are particularly well suited for this role.

This position reports to senior company leadership and will play a key role in shaping Atreides’ long-term strategy in Europe. As the business grows, this role may evolve to build and lead a broader regional team.

This is a hybrid remote position requiring up to 40% travel across Europe, and candidates must reside in Central or Eastern Europe.

Team Principles: At Atreides, we believe that teams work best when they:

• Remain curious and passionate in all aspects of our work
• Promote clear, direct, and transparent communication
• Embrace the 'measure twice, cut once' philosophy
• Value and encourage diverse ideas and technologies
• Lead with empathy in all interactions

Responsibilities:

Regional Customer Success Leadership

• 
  Serve as the executive owner for all European customer relationships
• Ensure successful delivery and measurable mission impact across all regional contracts and programs
• 
  Build and maintain trusted advisor relationships with senior military, intelligence, and government leaders
• Lead strategic account reviews demonstrating operational value and mission outcomes
• Drive customer adoption, operational integration, and long-term expansion of Atreides solutions
• Provide executive oversight and escalation support for regional Program Managers to ensure successful contract execution, milestone delivery, and risk mitigation
• Identify and proactively address delivery risks, customer concerns, or operational gaps to protect contract performance and long-term retention

Business Development & Regional Growth

• 
  Own regional revenue performance across all European accounts
• Ensure contract renewals, option year execution, and long-term program growth
• Identify and shape expansion opportunities within existing customer portfolios
• Develop strategies to expand Atreides’ presence within EUCOM, NATO organizations, and allied defense institutions
• Build and maintain relationships with senior decision-makers across defense, intelligence, and multinational security organizations
• Support capture strategy, opportunity shaping, and proposal development for new opportunities
• Provide regional market insight and strategic recommendations to company leadership

Strategic Regional Leadership

• 
  Serve as Atreides’ senior regional representative at NATO engagements, multinational conferences, and strategic forums
• Leverage EUCOM and NATO experience to strengthen alliance-level partnerships
• Provide theater-level insight into regional security dynamics and emerging operational needs
• Act as a bridge between customer operational requirements and Atreides’ product and data capabilities

Required Qualifications:

• 
  Minimum 15 years of military or equivalent government experience
• Senior leadership experience in Intelligence, Special Operations, Security Cooperation, or related national security domains
• Extensive operational experience in the EUCOM theater
• Demonstrated liaison experience with multinational or interagency partners
• Program management experience executing large government contracts or leading complex organizations
• Experience managing organizations, programs, or operations with significant personnel and financial responsibility
• Active Top Secret / Sensitive Compartmented Information (TS/SCI) clearance or eligibility to obtain and maintain one
• This is a U.S.-based role supporting operations across Europe. Candidates must be authorized to work in the United States and reside in Central or Eastern Europe
• Candidates should expect to spend extended periods supporting customers in Europe traveling up to 40%

Desired Qualifications:

• Former senior U.S. military officer (O-5/O-6), particularly within Special Operations or Intelligence organizations or equivalent senior-level government leader
• Operational intelligence or fusion center leadership experience
• Experience working with NATO headquarters, SOF components, or EUCOM staff
• Background in multinational exercises, coalition interoperability, or security cooperation programs
• Experience in defense technology, data analytics platforms, or commercial technology supporting government missions
• Experience contributing to contract growth, capture efforts, or government business development
• MBA or advanced degree in strategy, security studies, or related field

About ClearGov

Our mission is to create easy-to-use software to help local governments plan, budget and report better. ClearGov is a rapidly growing, venture-funded SaaS company that offers a complete planning, budgeting and financial reporting suite that enables local governments to plan, build, and present their financials more efficiently and effectively. We’re a mission-driven company that envisions a world where modern software enables every local government to best serve and improve its community.

Our software is utilized nationwide by more than a thousand towns, cities, school districts, and other local agencies who are part of the ClearGov community, and we’re adding more every day. We’ve been named to the “GovTech 100” for eight years running, and we’re on BostInno’s “50 On Fire” list, as well. ClearGov also earned a place on the Inc. 5000 list of America’s Fastest Growing Companies for five consecutive years: 2021, 2022, 2023, 2024, and 2025.

The ClearGov team is a tight-knit group of talented folks who are passionate about our mission and committed to building a positive, productive company culture. We believe in a work-hard/play-hard environment, and every day, we strive to get better at our work, all while being considerate, trustworthy, and transparent in everything we do.

Core Values

• Be Clear: We strive to be open in all that we do because we believe that transparency is the foundation upon which all meaningful relationships are built.
• Be Trustworthy: We always act with integrity and keep our word because we believe that honest people are authentic, consistent, and dependable and that those traits form the cornerstone for success and well-being.
• Be Considerate: We are mindful about the impact that our comments and actions will have on others because we want to build a compassionate, inclusive environment that nurtures all individuals and communities.
• Be Positive: We believe that the first step in getting something done is believing that it can be done because we know that positive energy brings enthusiasm, excitement, and empowerment to the team.
• Be Better: We constantly ask ourselves, "How can we do this better?" because we know that our families, colleagues, investors, and customers depend on the results we deliver every day.
• Be Fierce: We seek to have bold conversations that interrogate reality and provoke learning to help us tackle our toughest challenges and enrich relationships.
• Be Fun: We value the lighter side of life because we believe that balance, laughter, and enjoying every moment fuel the soul.
   

About the Opportunity

We’re looking for a Client Success Manager (CSM) with a passion for learning, a kind heart, a positive attitude, and a great sense of humor to join our growing team. The CSM will be charged with actively supporting the needs and requests of ClearGov’s civic and school district clients.

The Client Success Manager will take ownership of ensuring that clients are maximizing the value they’re realizing from ClearGov, as well as driving renewals of annual subscriptions. The CSM will be a key player on an incredible team as we execute our mission to help local governments take the next step from good to great.

Key Responsibilities:

• Proactively manage a portfolio of ~125 municipal clients to deliver continuous value
• Advise clients on best practices for all products in the Budget Cycle Management suite
• Consistently demonstrate knowledge of municipal finance best practices and stay up to date on requirements in the states you work with
• Build strong client relationships by maintaining a high level of engagement, adoption, and communication
• Conduct annual account performance planning and reviews with each client in your portfolio
• Work closely with other members of the ClearGov team to fulfill client requests
• Successfully renew annual client subscriptions and uncover cross-sell opportunities for members of the Sales team
• Secure references, testimonials, and case studies
• Keep internal systems current by logging communications, updating fields, and entering notes
• Communicate client feedback to ClearGov product development regarding enhancements and usability improvements
• Collaborate on process & system modifications to improve team success and enable growth

Critical Skills/Experience:

• 3 to 5 years of experience in customer service or a customer success position is strongly preferred
• Possess at least 1 year of finance or accounting experience or a Bachelors Degree in Accounting or finance OR Experience supporting clients in government, finance, accounting, or financial operations (e.g., SaaS tools, ERP solutions, workflow platforms)
• Exceptional ability to build strong client relationships by maintaining a high level of engagement, adoption, and communication  
• Proven ability to manage a portfolio of 100-125 clients of varying sizes, product mix, and budget cycles
• Proficiency in mastering the features and functionality of multiple SaaS applications
• Deep understanding of client concerns and thoughts regarding the use of products, and the ability to troubleshoot as needed
• Must be able to organize, prioritize, and execute short-term and long-term tasks with attention to detail and timing
• Google Suite, ChurnZero, and Salesforce experience preferred
• Experience working with local governments and school districts is a definite plus

The Ideal ClearGov Candidate:

• Self-motivated, self-starter with a zeal to win 
• Great communicator; strong oral and written skills 
• Ability to think creatively and innovatively 
• Hands-on problem solver who enjoys cracking difficult nuts 
• Quick study – able to pick up and apply new concepts in a hurry 
• Track record of achievement 
• Enjoys working on and helping to build outstanding teams 
• Demonstrates an entrepreneurial spirit and gets stuff done 
• A sense of humor and don’t take themselves too seriously 

Why Join Us:

• Flexible, remote work
• Chance to make a meaningful impact on government and school district transparency and accountability
• Opportunity to work in a fast-paced, fun, and collaborative environment
• Competitive salary and benefits package
• Professional growth opportunities

Benefits:

• Benefits vary based on US or Canadian residency. Details will be provided during phone screen.

ClearGov is an equal opportunity employer committed to building a diverse, inclusive, and respectful workplace. We prohibit discrimination and harassment of any kind and make employment decisions without regard to race, color, ancestry, ethnicity, nationality or national origin, citizenship, sex, sexual orientation, gender identity or expression, religion or creed, age, disability, genetic information, pregnancy, childbirth or related medical conditions, marital or family status, veteran or military status, Indigenous status, record of offenses (where legally protected), or any other characteristic protected by applicable federal, state, provincial, or local laws in the United States and Canada.

ClearGov is also committed to providing reasonable accommodations for applicants and employees with disabilities, in accordance with applicable U.S. and Canadian laws. If you require an accommodation during any part of the hiring process, please let us know.

At ClearGov, we value diverse perspectives and believe they strengthen our ability to achieve our mission of helping local governments work better.

Job Title: RCM Client Success Manager (B2B SaaS)

Company Overview:

Prompt is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses, their teams, and the patients they serve. As the fastest-growing company in the therapy EMR space, Prompt is setting a new standard in healthcare technology. We're tackling some of the healthcare industry’s most persistent problems with a team of exceptionally talented individuals passionate about creating a positive impact.

At Prompt, we don’t just digitize healthcare—we transform it. From improving patient care to reducing environmental waste, our work supports better outcomes at scale.

Why work for Prompt?

• BIG Challenges: Here at Prompt, we are solving complex and unique problems that have plagued the healthcare industry since the dawn of time.

• Talented People: Prompt didn't happen by chance, it's a team of incredibly talented and proven individuals who all made their mark before joining forces to build the greatest software on the planet for rehab therapists.

• Healthy Approach: This isn't an investment bank, we work long hours when it's needed, but at Prompt you own your workload and the entire organization takes a liking to smart work (over hard work).

• Positive Impact: Prompt helps outpatient rehab organizations treat more patients and deliver better care with less environmental waste. That means less surgery and less narcotic-based pain treatment, all while turning a paper-heavy industry digital. We aren't enthralled with patting ourselves on the back everyday, but it does feel good :)

The Role:

As an RCM Success Manager, you’ll step into a highly impactful and customer-facing role that combines clinical expertise with strategic client relationship management. After the client completes onboarding with our software-focused CSM team, you’ll take the reins as their primary point of contact—guiding them through their post–go-live journey with both Prompt’s software and RCM service, working alongside their software CSM as needed.

Your mission is to ensure each client not only feels supported and heard, but also empowered to succeed across clinical, administrative, and billing workflows. You’ll be the go-to partner for navigating revenue cycle management questions, identifying growth opportunities, and driving long-term account health.

This is a robust and dynamic position where you’ll act as a strategic partner, clinical problem solver, and operational consultant. You’ll cultivate deep relationships with our clients, proactively surface and address issues, support their evolving needs, and collaborate cross-functionally with internal teams to deliver tailored, revenue-impacting solutions. Whether it’s answering a clinical documentation question, helping a client interpret performance metrics, or facilitating a business review, you’ll play a critical role in maximizing the value our clients receive from Prompt.

The ideal candidate has a background as a licensed rehab therapist (PT, OT, or SLP), a passion for helping teams succeed, and is eager to build meaningful client partnerships that drive outcomes. Outpatient rehab billing experience is a plus—but if you’re new to RCM, we’ll train you on the job.

Key Responsibilities:

• Build deep, trust-based relationships with clients by serving as their primary strategic partner post–go-live, supporting them across clinical, administrative, and billing workflows.

• Own the client relationship for Prompt + Prompt RCM users—acting as the go-to liaison for all revenue cycle, clinical operations, and platform-related questions after onboarding.

• Develop a thorough understanding of each client’s business goals, clinical model, and operational processes in order to provide relevant, high-impact guidance that drives measurable outcomes.

• Host regular client cadence meetings (e.g., monthly business reviews) to review account performance, discuss open items, address questions, and uncover upsell opportunities with the software CSM.

• Monitor and respond to client support inquiries—triaging, resolving, or escalating issues submitted through our support channels.

• Support clients through clinical and billing workflows, including documentation expectations, claim lifecycle questions, payment delays, and denial trends—leaning on your clinical expertise and collaborating with the RCM Ops team when needed.

• Analyze client performance data and KPIs to identify risks, opportunities, and areas for improvement; present insights and action plans during client check-ins.

• Identify and manage churn indicators, coordinating internal responses and working closely with leadership to protect at-risk accounts.

• Maintain expert-level knowledge of Prompt’s software and RCM offering—including ongoing updates—to confidently educate and consult clients on how to get the most out of the platform.

• Collaborate cross-functionally with internal teams (RCM Ops, Support, Product, Engineering, and Success) to ensure seamless delivery, accurate billing execution, and client satisfaction.

• Champion client feedback, advocate for process improvements, and contribute to team-wide strategies that improve client experience and retention.

Minimum Requirements:

• Active clinical license as a Physical Therapist (PT), Occupational Therapist (OT), or Speech-Language Pathologist (SLP), with direct experience in outpatient therapy settings.

• Strong understanding of clinical, administrative, and billing workflows in rehab therapy practices.

• At least 3 years of experience in medical billing, insurance claims, or revenue cycle management is preferred; on-the-job training available for candidates with strong clinical foundations.

• Demonstrated success in customer-facing roles, with the ability to build rapport, manage relationships, and drive client satisfaction and retention.

• Tech-savvy and passionate about learning software, with a strong aptitude for navigating EMR platforms, workflow tools, and SaaS systems in real-time.

• Highly proficient in Microsoft Excel and other platforms such as Google Workspace, with a data-informed mindset and ability to track performance metrics (e.g., KPIs, revenue, churn indicators).

• Excellent written and verbal communication skills, with a knack for simplifying complex information and resolving client issues thoughtfully and efficiently.

• Proven ability to manage multiple priorities in a fast-paced, evolving environment, including flexibility to work outside traditional hours when needed.

• High personal accountability and growth-oriented mindset—prepared to expand responsibilities quickly and play a key role in a scaling customer success operation.

Perks - What you can expect:

• Competitive salaries

• Remote/hybrid environment

• Potential equity compensation for outstanding performance

• Flexible PTO

• Company-wide sponsored lunches

• Company paid disability and life insurance benefits

• Company paid family and medical leave

• Medical, dental, and vision insurance benefits

• Discounted pet insurance

• FSA/DCA and commuter benefits

• 401k

• Complimentary subscription to digital fitness classes and wellness content

• Recovery suite at HQ – includes a cold plunge, sauna, and shower

Here at Prompt, we are committed to fostering a fair and respectful work environment. As part of this commitment, it is our policy not to hire individuals from Prompt Customers unless they have obtained their current employer's explicit consent. We believe in upholding strong professional relationships and respecting the agreements and commitments our customers have with their employees. We appreciate your understanding and cooperation regarding this policy. If you have any questions or concerns, please don't hesitate to reach out to our People Department.

Prompt Therapy Solutions, Inc is an equal opportunity employer, indiscriminate of race, color, religion, ethnicity, ancestry, national origin, sex, gender, gender identity, sexual orientation, age, marital status, veteran status, disability, medical condition, or any other protected characteristic. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Our Mission & Values:
At Drata, we help companies earn and keep the trust of their users, customers, partners, and prospects. We’re the proof layer that shows great companies deserve the trust they aim to build.

We live our values every day. Built on Trust means consistency is everything. Act with Integrity by always doing the right thing. Being Customer-Obsessed keeps the people we serve at the center of our work. Competitive Fire drives us to push ourselves harder than anyone else. Diversity brings unique perspectives that lead to better solutions. Automation First ensures we save time and money by making efficiency a priority.

Our Culture & Work Style ydd聀

At Drata, we’re not just building software - we’re building a mindset. Everything we do springs from:

• Be a Driver (Owner‑Operator Mentality): Own your work. Improve relentlessly. Deliver results.

• Move at Drata Speed (Precision & Velocity): Fast decisions. Quick learning. Immediate impact.

• Stay Mission-Driven (Customer‑Obsessed): Challenge assumptions. Deliver value. Stay hungry.

If you thrive when you’re empowered, energized, and working with smart, mission-driven people where you’ll feel at home here.

Why Join The Drata Team?

The best way to understand the Driver’s Mindset is to see it in action. We’re an award-winning, mission-driven team of 600+ people worldwide, united by a culture that values trust, speed, and continuous growth.

• See the Speed: Watch our CEO, Adam Markowitz, discuss the hyper-growth journey, from $0 to $100M ARR in just four years

• Hear the Voice of the Team: Explore our "Life at Drata" page for employee testimonials on our collaborative and the growth opportunities available.

• Experience the Impact: See why we are consistently recognized on Fortune's Best Workplaces lists.

• Connect with Us on Socials: LinkedIn - follow us for company updates, employee stories, and career news.

Job Summary:

As a Senior Enterprise Customer Success Manager at Drata, you’ll be at the forefront of helping global companies build trust at scale. You’ll work with our largest and most regulated customers—advising on complex compliance programs and turning Drata into a strategic pillar of their security posture.

This is a high-impact, high-visibility role where you’ll own executive relationships, shape long-term success plans, and guide customers through frameworks like SOC 2, ISO 27001, HIPAA, and FedRAMP. More than just a CSM, you’ll be a partner in your customers’ growth—connecting product capabilities to real business outcomes and influencing how they scale securely.

We’re looking for someone who is driven by purpose, motivated by outcomes, and grounded in trust and accountability. At Drata, you’ll join a mission-led team that moves with urgency, leads with humility, and builds with intention. You won’t just support customers—you’ll help shape the future of compliance automation alongside some of the most thoughtful and driven minds in SaaS.

What you’ll do:

• Lead strategic relationships with enterprise customers—earning executive trust and becoming a go-to advisor on compliance program success

• Drive outcomes, not just adoption—develop success plans, track KPIs, and proactively identify risks and opportunities for growth

• Guide customers through frameworks like SOC 2, ISO 27001, HIPAA, PCI, and FedRAMP—ensuring they get more than checkboxes: real, measurable progress

• Own key moments across the customer journey—from onboarding to renewal—with health checks, QBRs, and tailored Mutual Action Plans

• Translate voice of the customer into action—partnering cross-functionally with Product, Engineering, Sales, and Support to influence roadmap and remove friction

• Champion continuous improvement—both in how our customers scale securely and in how we scale our own processes, playbooks, and strategies

• Promote what’s next—drive adoption of new features and ensure Drata continues to evolve alongside each customer’s business

What you’ll bring:

• Deep understanding of compliance frameworks such as SOC 2, ISO 27001, HIPAA, PCI, or FedRAMP, and how they apply to customer environments and business outcomes. (Required)

• 5+ years of experience in security, compliance (GRC), or identity and access management, supporting enterprise customers or programs. (Required)

• 8+ years of experience in Customer Success, Consulting, or Strategic Account Management within a B2B SaaS company, with a strong focus on enterprise engagement and long-term customer value. (Required)

• Proven success managing complex enterprise relationships, including executive alignment, stakeholder navigation, and success planning across multi-product or regulated environments.

• Strong communication skills with the ability to confidently lead conversations with both technical and non-technical stakeholders—particularly around compliance, risk, and automation.

• Strategic, outcomes-driven mindset with a knack for translating compliance goals into scalable workflows and measurable impact.

• Proficiency with tools such as Salesforce, Catalyst (or similar CS platform), Sigma, and Jira, and a strong understanding of customer workflows and reporting.

• Comfortable working in a cross-functional, async-first environment, where you demonstrate trust in teammates, take ownership with humility, and move with urgency and resilience to deliver value to customers.

How we support you:
At Drata, our people are our strongest advantage—and we prove it with support that exceeds industry standards. Our total rewards package is designed to power your well-being, accelerate your growth, and keep your work-life balance thriving.

Explore how we invest in your Life at Drata.

• Shared Success: We provide stock equity to ensure that as the company grows, you share directly in that success. Equity gives every employee a sense of ownership and the opportunity to celebrate our wins together—because your contributions don’t just support our progress; they help drive our collective success.

• Health & Wellness: Up to 100% employer-paid premiums for medical, dental, and vision coverage for employees and their dependents, along with comprehensive wellness benefits and healthcare concierge services designed to support your needs beyond traditional insurance.

• Financial Well-being: A comprehensive suite of financial benefits, including a 401(k) plan, company-paid life and disability insurance, tax-advantaged spending accounts, and a range of discounted voluntary offerings to help you customize and strengthen your overall financial position.

• Family Support: We want to support you in life's most important moments, so we offer a paid Parental Leave policy, after six months of employment. Employees also receive access to Kindbody fertility and family-building benefits and dedicated leave specialists who help guide you through the entire process.

• Growth & Development: Generous annual stipends for both professional and personal development, empowering you to invest in your continued growth. You’ll also have access to a wide range of internal learning opportunities, ensuring you can build new skills, deepen your expertise, and advance your career with confidence.

• Time Off & Flexibility: We believe that to do your best work, you should get the time you need for rest, rejuvenation and recovery. Drata offers a flexible vacation policy, paid holidays, and other perks to recharge.

This role will receive a competitive base salary, variable compensation, benefits, and stock, typically in the form of Restricted Stock Units (RSUs). The applicable range of On-Target Earnings (OTE) for each US-based role is based on where the employee works and is aligned to one of 3 tiers based on the cost of labor for that geographic area. The expected OTE ranges for this role are set forth below, subject to change.

Tier 1: $190,000 - $234,700

Tier 2: $171,000 - $211,300

Tier 3: $152,000 - $187,700

You can view which tier applies to where you plan to work here. A variety of factors are considered when determining someone’s leveling and compensation–including a candidate’s professional background and experience. These ranges may be modified in the future and final offer amounts may vary from the amounts listed above.

About Soracom

Soracom was founded in 2015 by AWS veterans with a clear vision to build a more connected world. Today, Soracom serves over 25,000 customers and connects millions of devices worldwide, delivering cellular connectivity for the Internet of Things (IoT) powered by the speed and scale of the cloud. With remote teams across Japan, the US, and Europe, Soracom is continuing to expand its global team to keep pace with the company's rapid growth.

Soracom is an Equal Opportunity Employer and we take pride in the diversity of our employees, valuing the special experience and expertise that people from different backgrounds bring to our business. The ability to develop ground-breaking technologies is one of our key assets and our people make it happen. Come and join Soracom to create the transformative technology that enables our customers to engineer a better world.

About the Role

You will serve as a key member of the team in the Americas and have the exciting opportunity to work with people who are passionate about IoT and excited about the rapid growth this technology is seeing around the world.

As a Customer Success Manager, you will play a crucial role in the success of our existing customers by building connected trust, diving deep with them, and delivering results to Soracom. You will be responsible for ensuring new customers are fully equipped to utilize our products and services from day one, building connected trust with you and Soracom quickly, and contributing to their long-term success. The ideal candidate will have a strong understanding of the cellular IoT market, including technologies, trends, and competitive landscape. This role is pivotal in driving customers past the initial launch and ensuring the long-term success and growth of those assigned customers. This role will also identify new business opportunities within the assigned customers, build relationships throughout the customer organization, and drive revenue growth.

Key Responsibilities

• Deliver incremental revenue generated by existing assigned customers.
• Deep understanding of customer needs and requirements and effectively communicate how our solutions can address their challenges, resulting in long term customer retention and/or revenue growth.
• Proactively navigate throughout the customer organization to identify net new opportunities or incremental revenue at the assigned customers.
• Initiate training sessions for customers on product features, best practices, and usage optimization as needed.
• Stay abreast of industry trends, market activities, and competitors to maintain a competitive edge.
• Collaborate with technical teams to ensure accurate and tailored solution offerings to customers.
• Identify opportunities to co-market with strategic customers and collaborate with the marketing team to bring those opportunities to fruition.
• Demonstrate our Leadership Principles, such as Customer-Centric, Proactive, Just Do It, Dive Deep, Emotionally Mature and Deliver Results daily.

Who You Are

• You are a relationship builder. You enjoy meeting new people from a wide range of diverse backgrounds and collaborating to produce mutually beneficial results.
• As a continuous learner, you are nimble and move with alacrity so that as Soracom evolves, customers evolve with us.
• You can rapidly create connected trust at all levels of the customer organization by sharing everything you can.
• You love continuously learning about Soracom's products, services, and applications for both you and your customers.
• You have the ability to work collaboratively and ensure follow-through with exceptional verbal and written communication skills.
• You are able to orchestrate, lead, and influence virtual teams, ensuring the successful growth of your customers. Presentation skills with a high degree of comfort with both large and small audiences (C-Suite executives, directors, stakeholders, and developers).
• You thrive in a fast-paced environment with quick decision-making. You are comfortable with ambiguity, ready to roll with the changes as they come and measure the day by how much value you created.
• You love to share your passion with others and exhibit good judgment when helping out customers.
• You are excited about the opportunity to work across time zones and cultures as part of a truly global team with colleagues and customers around the world.

Key Requirements

• 3-7 years of experience in generating revenue in cellular IoT solutions and services.
• High performer, consistently achieving or exceeding goals.
• Understanding of customer needs and requirements to communicate how our solutions can address their challenges effectively.
• Extensive experience with customer agreements, negotiations, and billing structures.
• Ability to travel up to 50% of the time.
• Located in a major metro area within the US with easy access to air travel (e.g. Atlanta, Chicago, Dallas, New York, Denver, Phoenix).

Bonus Points If…

• You also speak Spanish
• You have experience working with Salesforce and Slack
• You know the basics of networking, cellular and AWS services.

Location

Fully remote work, in the USA.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Work From Home
• Stock Option Plan

We are seeking a Manager of Digital Customer Success and Enablement to lead and scale our customer education and digital customer success programs. This role will be responsible for building scalable strategies that drive product adoption, customer engagement, and long-term value realization across our customer base.

The Manager will oversee our customer education initiatives, digital engagement strategy, and product-focused Customer Success SMEs, ensuring customers have the resources, knowledge, and guidance needed to successfully adopt and expand use of our product suite.

This role partners closely with Customer Success, Marketing, Product, and Sales to design digital programs and enablement experiences that support customers at scale, particularly across SMB and mid-market segments, while complementing high-touch customer success engagement.

Requirements

• Customer Education & Enablement
  • Lead the strategy and execution of our customer education and training programs.
  • Manage the customer enablement specialist responsible for developing and delivering training content and learning experiences.
  • Develop scalable education programs including:
• On-demand learning
• Live and recorded training sessions
• Webinars and workshops
• Knowledge base content and documentation
  • Ensure customers can quickly gain product proficiency and realize value across the product suite.
• Digital Customer Success Programs
  • Define and implement a digital customer success strategy to support onboarding, adoption, engagement, and retention at scale.
  • Build digital lifecycle programs that guide customers through key milestones in the customer journey.
  • Design scalable touchpoints including:
• Automated campaigns
• In-app messaging and guidance
• Digital check-ins and product updates
  • Monitor engagement metrics and continuously optimize programs to improve customer outcomes.

• Product Adoption & Customer Value
  • Partner with Product and Customer Success teams to translate product capabilities into adoption programs and educational content.
  • Drive awareness and usage of new features through targeted digital campaigns and training initiatives.
  • Develop resources that help customers expand their use of the platform and achieve business outcomes.

• Product Subject Matter Experts
  • Manage a team of product-focused CSMs or subject matter experts who support adoption and customer success across key products.
  • Ensure SMEs contribute to:
• Customer education content
• Adoption programs
• Internal knowledge sharing
• Support for complex product use cases
  • Partner with Product teams to ensure new releases are supported by clear customer guidance and enablement.

• Digital Campaigns & Cross-Functional Collaboration
  • Collaborate with Marketing to develop targeted digital campaigns that drive product engagement and customer success outcomes.
  • Work with Customer Success leadership to align digital programs with broader CS strategies.
  • Partner with Sales and Product teams to ensure consistent messaging and enablement throughout the customer lifecycle.

• Customer Retention & Growth
  • Develop scalable programs designed to improve retention and expansion within SMB and scaled customer segments.
  • Identify adoption gaps or churn risk signals and implement proactive digital interventions.
  • Use customer data and product insights to inform education and engagement strategies.

Qualifications

• 5+ years of experience in Customer Success, Customer Education, Digital Customer Success, or Customer Experience roles
• Experience developing customer training or education programs
• Experience building or managing digital customer engagement programs
• Strong collaboration experience working with Marketing, Product, and Customer Success teams
• Data-driven approach to measuring customer engagement and adoption
• Experience managing customer enablement teams or product specialists
• Background in B2B SaaS or technology platforms
• Experience supporting SMB or scaled customer segment
• Familiarity with customer success, learning management, or product adoption platforms

Success Metrics

Success in this role will be measured by:

• • Customer product adoption and engagement
  • Participation and effectiveness of customer education programs
  • Retention and expansion within SMB and scaled customer segments
  • Digital program engagement (training completion, campaign performance, feature adoption)
  • Reduction in time-to-value for new customers