178 Customer Onboarding And Success jobs in New York City.

New York City

• Skills: Customer Success, Account Management, B2B SaaS, Product Adoption, Revenue Growth, Retention, Customer Advocacy, Data-Driven, Relationship Management, Cross-Functional Collaboration
• Experience: 2-5 years in Customer Success, Account Management, Consulting, Sales, or a related role, ideally within a B2B SaaS environment.
• Type: Full-time
• Salary: USD $110,000 to $180,000 (if based in NYC); CAD $120,000 to $190,000 (if based in Toronto)

New York City

• Skills: onboarding, customer success, SaaS, technical implementation, customer education materials, expansion revenue, customer engagement, process improvement, accounting/finance, operational efficiencies
• Experience: 2-3 years in a customer-facing role at an early-stage SaaS startup
• Type: Full-time
• Salary: Competitive pay and equity

New York City

• Skills: customer success, client relationship management, KPI tracking, customer satisfaction, strategic implementation, high-growth, enterprise financial services, analytics, ROI measurement, stakeholder engagement
• Experience: 2–5+ years of experience in customer success within a high-growth, enterprise financial services company
• Type: Full-time

New York City

• Skills: Customer Success, account management, client relationships, embedded finance, strategic consulting, Fintech, project ownership, performance metrics, cross-functional, KPI tracking
• Experience: Experience in a customer success, account management, or management consulting role; ideally in the Fintech industry
• Type: Full-time
• Salary: $120,000 - $140,000 per year

New York City

• Skills: Customer Success, Project Management, Customer Retention, Stakeholder Engagement, Change Management, Adoption Strategy, Revenue Growth, Relationship Building, Data Analysis, High-Touch Service
• Experience: 7+ years in a CSM role focused on Fortune 50-100 accounts
• Type: Full-time

New York City

• Skills: customer success, patient monitoring, customer satisfaction, retention, cross-functional teams, customer lifecycle, onboarding process, clinical analytics, relationship management, traveling
• Experience: Prior experience in healthcare is preferred, but not required
• Type: Full-time

New York City

• Skills: Customer Success, Enterprise clients, SaaS, relationship building, customer satisfaction, account management, KPIs, technical solutions, cross-functional collaboration, data analysis
• Experience: 4-8 years in a customer-facing role, with at least 3 years managing enterprise-level clients in a SaaS or technology environment
• Type: Full-time
• Salary: $100K - $140K OTE plus equity

New York City

• Skills: Sales Enablement, Onboarding Processes, Content Creation, Sales Training, Coaching, Sales Process Optimization, Enablement Technology, Sales Performance, Sales Development Initiatives, Communication Skills
• Experience: 5+ years of experience in sales and sales enablement role, preferably for a SaaS company or subscription based financial research service
• Salary: $150,000 - $170,000

New York City

• Skills: Implementation, Project Manager, Customer Operations, Software Environments, Onboarding Process, Project Management Expertise, Relationship Management, Customer Growth, Enterprise-level, Digital Rental Application

New York City

• Skills: Customer Success, AI, Large Language Models, Onboarding, Enterprise SaaS, Customer Satisfaction, Retention, Problem Solving, Relationship Management, Analytical Orientation
• Experience: 3-7 years in customer facing enterprise SaaS
• Type: Full-time
• Salary: $110,000 - $150,000

New York City

• Skills: Customer Success, Account Management, Fintech, Healthcare, Credit, Financial Services, Machine Learning, Customer Engagement, Growth, Channel Partners
• Experience: Expert in account management

New York City

• Skills: data-driven, customer success, technical issues, problem solving, collaborative, customer enablement, tooling, infrastructure, workflows, business value
• Type: Full-time

New York City

• Skills: Customer Success, Global Customer Portfolio, Enterprise Level Solution, Data-Driven Marketing, SaaS Solutions, Collaboration, Account Plans, Client Retention, Customer Experience, Presentation Skills
• Experience: Minimum of 8 years customer-facing experience and minimum of 3 years supporting a global customer portfolio
• Type: Full-time
• Salary: $234,000 - $358,000

New York City

• Skills: onboarding programs, orientation sessions, training, company policies, employee engagement, communication skills, collaborative work, employee development, feedback collection, dynamic work environment
• Experience: Experience in onboarding, training, or human resources is preferred

New York City

• Skills: Customer Success, B2B SaaS, Implementation, Communication, Problem Solving, Training, Data Management, Excel, User Experience, Technical Concepts
• Experience: 1+ years of experience in Implementation or Customer Success for B2B SaaS products

New York City

• Skills: customer engagement, Onboard new customers, upsell, Quarterly Business Reviews, advocate for customer needs, Performing Arts marketing, identify case studies, industry expert, researching trends, training resources
• Type: Full-time

New York City

• Skills: Customer Success, Implementation, Onboarding, Salesforce, SaaS, Data Analytics, Team Management, GTM Environment, Cross-functional Collaboration, Process Improvement
• Experience: Minimum of 5 years of quota-carrying sales or customer success experience; Minimum of 5 years of experience building and leading sales or customer success teams
• Type: Full-time

New York City

• Skills: Customer Success, Account Manager, API, Onboarding, Technical Guidance, Expansion Opportunities, Performance Analysis, Upselling, Relationship Management, Technical Problem Solving
• Experience: 5-7 years experience in Customer Success or Account Manager role
• Type: Full-time
• Salary: $112,000 - $128,000 base with on track total earnings (OTE) of $140,000 - $160,000

New York City

• Skills: AI Agents, customer communications, product launch, onboarding journey, Solutions Engineering, APIs, customer management, MVP, technical skills, product experience
• Experience: Experience in Solutions Engineering, Product Management, or a related field with strong technical and product instincts.
• Type: Full-time

New York City

• Skills: Customer Success, Project Management, Ecommerce, SaaS, Data Insights, Onboarding, Customer Satisfaction, Communication Skills, CRM, Customer Relationships
• Experience: 3-5+ years in a hands-on Customer Success/Account Management or related role, SaaS and ecommerce experience preferred.
• Type: Full-time
• Salary: $90,000-$120,000/year

New York City

• Skills: Customer Success, global team management, churn reduction, SaaS, customer adoption, data-driven, performance indicators, customer health metrics, product improvements, employee diversity
• Experience: 10+ years leading go-to-market functions within a fast-growing SaaS environment
• Type: Full-time
• Salary: $300,000 - $355,000 per year

New York City

• Skills: Customer Success, Customer Adoption, Stakeholder Engagement, Business Reviews, Collaboration, Consultative Solutions, Strategic Mindset, Presentation Skills, Martech Tools, Data Infrastructure
• Experience: 7+ years in an enterprise customer success, consulting, or digital transformation role
• Type: Full-time
• Salary: $115,000 - $160,000

New York City

• Skills: Customer Success, Payments, Revenue growth, Upselling, Cross-selling, Stakeholder management, B2B relationships, Technical solutions, Financial analysis, Cross-functional collaboration
• Experience: 10+ years of experience in a customer facing role at financial institutions and/or a FinTech or crypto organization
• Type: Full-time
• Salary: $200,000 - $230,000 USD

New York City

• Skills: customer satisfaction, team leadership, customer retention, upsell, cross-sell, process optimization, relationship management, data analysis, customer success, strategic planning

New York City

• Skills: customer success, renewals, expansion, forward-deployed engineering, production, team building, customer relationships, technical projects, startup experience, P&L
• Experience: Technical customer-facing roles for highly technical products
• Type: Full-time

New York City

• Skills: implementation projects, client onboarding, financial services, enterprise software, communication, organizational skills, time-management, programming, problem-solving, project management
• Experience: 2+ years of professional experience
• Type: Full-time
• Salary: $74,000 - $116,000

New York City

• Skills: Customer Success Manager, SaaS, legal, cybersecurity, customer relationships, customer trials, customer communication, fast-paced environment, hustle, in-person social events
• Experience: 3+ years of CSM or AM SaaS experience, with a strong preference for legal or cybersecurity.

New York City

• Skills: Customer Experience, Technical Background, Hybrid Multicloud, Customer Satisfaction, Customer Success Plans, Technical Onboarding, Technical Credibility, Customer Management, Business Goals, Relationship Management
• Experience: 8-12 years in customer-facing technical roles
• Type: Remote
• Salary: USD $124,480 - $247,800 per year

New York City

• Skills: customer success, activation, implementations, B2B, project management, stakeholders, communication skills, product solutions, adaptability, financial services
• Experience: Minimum 7-10+ years of experience in customer success, activation, implementations, or sales experience in a B2B organization
• Type: Full-time
• Salary: $128,000- $212,500 (for NYC or SF) or $115,000- $191,500 (for all other locations)

New York City

• Skills: customer success, account management, stakeholders, financial services, cryptocurrency, data analysis, expansion opportunities, onboarding, renewals, project management
• Experience: 4+ years
• Type: Full-time
• Salary: $140,000 - $170,000 USD base salary

New York City

• Skills: Customer Success, Campaign Support, Ad Tech, Client Services, Onboarding, Technical Solutions, Customer Satisfaction, Account Management, Data Analysis, Troubleshooting
• Experience: 2-3 years
• Type: Full-time
• Salary: $95,000-$115,000

New York City

• Skills: customer success, customer relationship, stakeholder management, product adoption, revenue retention, risk management, data governance, communication skills, SaaS, business reviews
• Experience: 2-3+ years in a client-facing role within a CSM, professional services, or technical consulting role

New York City

• Skills: Customer Success Management, Data-Focus, Technical Aptitude, Collaboration, Customer Health, Adoption, Retention, Upselling, Data Integrity, Relationship Building
• Experience: 4+ years of experience working in a Customer Success or Account Management role
• Type: Full-time
• Salary: $105,000 - $115,000

New York City

• Skills: customer relationships, revenue growth, strategic guidance, service quality, contract negotiations, data analysis, relationship building, team player, travel, growth mentality
• Experience: 6+ years of relevant work experience
• Type: Full-time
• Salary: $125,000-$165,000

New York City

• Skills: software engineering, onboarding, customer experience, technical leader, cross-functional, innovation, automation, collaboration, mentorship, customer-driven
• Experience: 10+ years of hands-on software development; 5+ years of experience as an established technical leader of software engineering teams
• Type: Hybrid

New York City

• Skills: client experience, onboarding, account management, white glove service, risk management, wealth management, asset management, client support, interdepartmental collaboration, service model development

New York City

• Skills: onboarding, implementation, client management, project management, technical support, enterprise clients, collaboration, problem solving, live streaming, SaaS
• Experience: 2+ years project/program management, enterprise technical support or account/customer success management background

New York City

• Skills: Buyer Experience, Post Sale Coordinators, Performance management, Onboarding, Client service, Communication skills, Team management, Attention to detail, Multi-tasking, Client facing
• Experience: At least 3-5 years of related work experience
• Salary: $60,000-$70,000

New York City

• Skills: Customer Success Managers, SaaS, Climate Journeys, Enterprise Customers, Onboarding, Carbon Footprint, Value Maximization, Project Management, Relationship Building, Communication Skills
• Experience: Relevant CSM experience, in a SaaS organization.
• Salary: $130,500 - $172,000 USD

New York City

• Skills: customer experience, support, collaboration, operational improvements, client journey, metrics driven, problem solving, communication skills, knowledge bases, FinTech
• Experience: Minimum 3 years owning customer support or client experience processes
• Type: Full-time
• Salary: $75,000-$120,000

New York City

• Skills: implementation, project management, customer success, cross-functional teams, training programs, risk management, key performance indicators, data-driven, enterprise account management, client experience
• Experience: At least 4+ years
• Type: Full-time
• Salary: $100,000—$120,000 USD

New York City

• Skills: Customer Experience, Training Programs, Onboarding, Customer Success, Cross-Functional Partnership, Enablement, Stakeholder Engagement, Performance Tracking, Content Development, Collaboration
• Experience: 5+ years combined experience in Sales/ GTM Enablement, Customer Success and/ or GTM readiness, Productivity, or Sales Operations
• Type: Full-time
• Salary: $128,700 - $151,200/year (OTE: $143,000 - $168,000/year)

New York City

• Skills: customer onboarding, business intelligence, data analytics, cloud data warehouse, SQL proficiency, best practices, data modeling, performance optimization, customer relationship, SaaS
• Experience: 7+ years in data warehousing / data analytics / business intelligence
• Type: Full-time
• Salary: $125,000 - $150,000

New York City

• Skills: Account Onboarding, Data Collection, Quality Process, Client Communication, Project Management, Training, Wealth Management, Investment, CRM, Problem Solving
• Experience: 2+ years of experience in project management or managing high net worth clients
• Type: Full time
• Salary: $85K – $110K

New York City

• Skills: Customer Success, Technical Implementation, Project Management, Data Integration, User Enablement, ROI, Account Management, Training Sessions, Software Configuration, Stakeholder Engagement
• Experience: 4+ years of experience in technical implementation, customer success, or enterprise software consulting.
• Type: Full time

New York City

• Skills: Customer Strategy, Operations, Leadership, Cross-functional, Revenue retention, Team development, Customer relationships, Healthcare technology, B2B SaaS, Talent mentoring
• Experience: 7-10+ years total experience, including at least 2-3 years in a leadership role
• Type: Full-time
• Salary: $165,000 - $200,000 USD

New York City

• Skills: growth, customer success, onboarding, adoption, renewal, strategy, B2B SaaS, product, customer relationships, go-to-market
• Type: Full time
• Salary: $120K – $180K

New York City

• Skills: customer onboarding, training, adoption, retention, driving value, relationship management, best practices, B2B SaaS, Gross dollar retention, cross-sell and upsell
• Experience: 3+ years in a CSM role in B2B SaaS
• Type: Full-time

New York City

• Skills: Customer Success, Account Management, B2B SaaS, Customer Retention, Stakeholder Relationships, Onboarding, Client Relationships, Feedback Analysis, Collaboration, Strategic Planning
• Experience: 3+ years
• Type: Full-time
• Salary: $125K – $160K

New York City

• Skills: customer success, B2B SaaS, communication skills, customer relationships, customer feedback, energy industry, onboarding process, billing issues, trust, collaboration
• Experience: 6+ years experience in customer success, ideally in B2B SaaS
• Type: Full time
• Salary: $95,000 – $140,000 plus equity

New York City

• Skills: Customer Success, Account Management, SaaS, Technical Stakeholders, Post-sales Journey, Customer Satisfaction, Onboarding, Renewal, Customer Experience, Autonomy
• Experience: 2+ years in Customer Success or Account Management with highly technical software products
• Type: Full-time
• Salary: $105,000-$115,000 OTE

New York City

• Skills: customer experience, video workflows, SaaS, business objectives, adoption, performance reports, KPI, customer insights, NPS scores, presentation skills
• Experience: 3+ years of customer success experience
• Type: Full-time
• Salary: $83,000 - $115,250

New York City

• Skills: customer success, leadership, account management, coaching, strategy, collaboration, analytics, innovation, process improvement, SaaS
• Experience: Proven leadership experience, ideally in a player-coach role.
• Type: Full-time
• Salary: $150,000 - $185,000

New York City

• Skills: implementation, B2B SaaS, customer onboarding, technical acumen, educational content, integrations, project management, documentation, troubleshooting, customer enablement
• Experience: 3-5 years of experience in technical customer-facing roles, preferably in B2B SaaS.
• Type: Full-time
• Salary: $110,000-$130,000

New York City

• Skills: Customer Success, Client Satisfaction, Campaign Success, Problem Solving, Digital Media, Programmatic Advertising, Agency Partnerships, Data-Driven Insights, Stakeholder Engagement, Onboarding
• Type: Hybrid

New York City

• Skills: customer experience, technical expertise, relationship management, data center technology, hybrid multicloud, adoption, customer satisfaction, technical onboarding, customer success plans, strategic customers
• Experience: 8-12 years in customer-facing technical roles
• Type: Full-time
• Salary: USD $124,480 - $247,800 per year

New York City

• Skills: fintech, debt capital markets, clients, analytical skills, problem-solving, Excel, onboarding, operational processes, legal agreements, customer communication
• Experience: 4-7 years of FP&A, asset backed lending or debt capital market experience
• Type: Full-time
• Salary: $95,000 - $150,000

New York City

• Skills: customer success, B2B software, relationship management, data-driven, construction industry, innovation, stakeholder engagement, rollout management, process improvement, team collaboration
• Experience: 2-3 years of experience within the early stage tech startup space
• Type: Full time
• Salary: $80K – $120K

New York City

• Skills: customer success, location-based initiatives, relationships, value realization, technical support, communication skills, organizational skills, project management, retail, mobility
• Experience: 2+ years of customer success experience
• Type: Full time
• Salary: $120K – $155K

New York City

• Skills: customer success, account growth, onboarding, data analysis, financial metrics, relationship building, product analytics, enterprise customers, communication skills, project management
• Experience: Experience in world-class customer success management, account management, project management, or operations.
• Type: Full time
• Salary: $90K – $110K

New York City

• Skills: services partners, partner management, partner enablement, customer success, onboarding, training, B2B SaaS, partner strategy, stakeholder alignment, services delivery
• Experience: 5-8+ years partnerships experience, with an emphasis on managing services / solutions partnerships across B2B SaaS platforms.
• Salary: $211,900 - $275,500 USD

New York City

• Skills: customer onboarding, customer success, communication, problem solving, service-first approach, collaboration, mentorship, organization, attention to detail, creative solutions
• Experience: Minimum of 3 years of professional experience in a customer facing role
• Salary: $36.06 to $39.67 per hour

New York City

• Skills: project management, operations, financial services, alternative investments, client liaison, process improvements, automation, project tracking, communication, collaboration
• Experience: 6+ years of experience in project management or operations within financial services.
• Type: Full-time
• Salary: $135,000 - $150,000

New York City

• Skills: implementation, onboarding, project management, customer success, cross-functional collaboration, ERP integrations, finance, billing processes, technical support, stakeholder management
• Experience: 4-6+ years
• Type: Full time
• Salary: $120K – $165K

New York City

• Skills: customer success, customer experience, B2B SaaS, software implementation, customer value, renewals, upsells, healthcare, data fluency, project management
• Experience: 3+ years of customer-facing experience
• Type: Full time
• Salary: $100K – $140K

New York City

• Skills: credit intelligence, customer success, user adoption, customer retention, relationship building, financial services, onboarding, account management, customer growth, communication skills
• Experience: 1+ years in a customer-facing role, ideally in financial services or with subscription-based services.
• Type: Hybrid
• Salary: $65,000-$75,000

New York City

• Skills: ERP, implementation, onboarding, procurement, consultant, B2B SaaS, project management, customer success, software configuration, stakeholder management
• Experience: 3+ years’ experience in procurement or ERP systems consulting
• Type: Full-time
• Salary: $110,000 - $150,000 OTE

New York City

• Skills: Customer Success, AI platform, Deployment, Adoption, High-growth, Account operations, Product adoption, Customer insights, Collaboration, Communication
• Experience: 0-2 years of experience in customer success, account management, or a related customer-facing role
• Type: Full-time
• Salary: $65,000 - $75,000

New York City

• Skills: customer success, client service, strategic consulting, project management, relationship mastery, problem-solving, storytelling, value delivery, account health, leadership skills
• Type: Full-time
• Salary: $94,000.00 – $162,000.00

New York City

• Skills: customer success, account management, stakeholders, strategic partner, onboarding, renewals, upsells, customer engagement, cryptocurrency ecosystem, performance indicators
• Experience: 4+ years of experience in account management, customer success, or a similar role within technology or financial services
• Type: Full-time
• Salary: $140,000 - $170,000 USD base salary

New York City

• Skills: Relationship Manager, onboarding, implementing, partners, upselling, training, product adoption, marketing strategies, satisfaction, retention
• Type: Full-time

New York City

• Skills: Client Implementation, Leadership, Operational Setup, Stakeholder Management, Data Analysis, Recruitment, Coaching, Mentoring, Problem Solving, Client Enablement
• Type: Full-time
• Salary: $70,000-$200,000

New York City

• Skills: onboarding, implementation, customer success, financial technology, SaaS, project management, client experience, data quality, relationship management, investment operations
• Experience: 4–6+ years of experience in client onboarding, implementation, or customer success—ideally in financial technology, SaaS, or financial services.
• Type: Full-time
• Salary: $120K – $135K

New York City

• Skills: Delivery Excellence, Client Engagement, Operational Excellence, Standard Operating Procedures (SOPs), Quality Control, Data Management, Resource Management, Change Management, Continuous Improvement, Engagement Onboarding
• Experience: 5+ years
• Type: Full-time
• Salary: $150,000 - $215,000

New York City

• Skills: sales enablement, training, onboarding, collateral, sales process, metrics, cross-functional, project management, customer journey, sales tools
• Experience: 7+ years of experience, including 4+ years of customer facing experience and 3+ years of sales enablement experience
• Type: Full-time

New York City

• Skills: BaaS, fintech, payments, banking, relationship management, onboarding, client communications, growth opportunities, analytical skills, problem-solving
• Experience: 3-5 years relevant work experience, ideally in an operational role in fintech, payments or banking.
• Type: Full-time
• Salary: $100,000 to $150,000 per year

New York City

• Skills: Customer Support, Mentoring, Coaching, Onboarding, Performance Auditing, Workflow Optimization, Salesforce, Team Management, Process Improvement, Client Engagement
• Experience: 3+ years of customer support or operations experience and 1+ years leading a team
• Type: Full-time
• Salary: $110,000

New York City

• Skills: customer experience, bill negotiation, team performance management, coaching, mentoring, process improvements, standard operating procedure, training documentation, B2C technology, customer service
• Experience: You have at least 3 years of experience in a customer service, or relevant role
• Type: Full-time
• Salary: $50,000 - $65,000/year + bonus + benefits

New York City

• Skills: Customer Experience, CX, coaching, developing, team management, customer interaction, cross-functional, operations, product improvement, customer support
• Type: Full-time

New York City

• Skills: loan processing, mortgage, customer experience, pipeline management, pre-underwriting, documentation, collaboration, service level objectives, process improvements, customer centricity
• Experience: 2+ years experience of mortgage loan processing specifically purchase transactions
• Type: Full-time
• Salary: $65,000 - $75,000 USD

New York City

• Skills: Customer Success, Onboarding, SaaS, Implementation, CRM, Retention, Upsell, Data-driven, Process Improvement, Collaboration
• Experience: 3+ years of SaaS Customer Success, Onboarding, or Enablement experience
• Type: Full-time
• Salary: $100k OTE with $80k base

New York City

• Skills: Customer Success, Hospitality, SaaS, Onboarding, Account Management, Customer Engagement, Metrics, Relationships, Sales, Data-driven
• Experience: 2+ years of experience in customer facing roles, preferably in the hospitality SaaS company industry.
• Type: Full-time
• Salary: $65,000 - $72,000

New York City

• Skills: implementations, project management, onboarding, client servicing, financial advisors, plan sponsors, 401(k), cross-functional collaboration, customer service, subject matter expertise
• Experience: 2-4 years in project management and leading team initiatives end to end
• Type: Full-time
• Salary: $65K - $70K