Transact Campus

Transact Campus

Level II Client Success Manager

United States · Mid

Sponsorship not specifiedDetected 47 days ago
CRMAccount ManagementExcelProcess ImprovementOnboardingCustomer SuccessCustomer SupportHIPAACommunicationAdaptability

About the role

  • Please see the details for the position below.
  • Title: Level II Client Success Manager Location: Remote within the US.
  • These clients often require system optimization, operational efficiency, and reliable performance, while still offering opportunities to expand adoption across departments.

Responsibilities

  • Driving Time to Value Develop adoption rollout strategy to lead clients through the adoption process and overall customer engagement throughout their life.
  • Lead change management initiatives to educate and coach clients on the why and what of these new workflows and initiatives Proactively inquire and address challenges they're facing that's preventing them from achieving their goals.
  • Skilled at building lasting relationships with customers and providing superior value and follow up.

Requirements

  • Additional Requirements Bachelor's degree from a 4-year accredited college or university.

Compensation

  • Base salary offers for this position may vary based on factors such as location, skills, and relevant experience.

Benefits

  • Access to the Roper Employee Stock Purchase Plan Paid Parental Leave Program.
  • Some positions may include additional compensation in the form of bonus, equity, or commissions.
  • 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets.

Company info

  • CBORD and Transact have come together as industry leaders in integrated technology solutions, powering housing, access, foodservice, nutrition, eCommerce, card systems, and innovative payment, mobile credential, and commerce solutions.
  • Our technology supports K-12 and higher education, healthcare, senior living, and business campuses, creating connected campus experiences that simplify operations and enhance lives.
  • With a mobile-centric ecosystem and partnerships with over 1,750 institutions, we are dedicated to improving the student experience across all aspects of campus life.
  • We are currently searching for qualified candidates for Level II Client Success Manager.
  • Job Description: Our Level II CSM manages a portfolio of middle market healthcare food service accounts, which typically present a balance of operational and strategic needs.
  • The role focuses on building trusted relationships with key stakeholders, providing consultative guidance on best practices, and ensuring that client goals are met through consistent value deliver.
  • Key Attributes: The below attributes are the keys to a successful CSM at CBORD: Inquisitive / Mindfully Curious - You seek to understand what winning looks like for each client Ownership Mindset - you bring grit and growth mindset to your role Connector - you build trusting and lasting relationships with your clients, enabling your champions and influencing your executive decision makers.
  • Job Duties and
  • Job Duties and Responsibilities: Customer Onboarding Work with our Sales and Implementation team members to generate seamless handoffs between groups: Confirming and aligning business goals and expected outcomes Defining the strategy, key metrics and milestones via Client Success Plans Identify the key buyers, influencers and decision makers within our clients' organization and understand their roles, workflows, and how each contribute to the organization's success.
  • Address any post-implementation changes uncovered through client consultation and discovery calls.
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This listing is sourced directly from Transact Campus's careers page and normalized into a canonical job model.