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Top Customer Success & Experience Jobs in Chicago, IL
Reposted 3 Days AgoSaved
Fintech
Manage SaaS onboarding for employer and partner clients, coordinate bulk HSA/Notional migrations, drive integrations and data migration, support testing/UAT, execute go-lives, and hand off to support while ensuring client satisfaction and on-time implementations.
Top Skills:
APIsConfluenceData MappingEdiGoogle SuiteJIRAMS OfficeMulti-Tenant SaasSsoStfpWebhooks
Fintech
The Account Manager I will deliver dedicated service to clients, manage onboarding, resolve issues, and educate clients on Consumer Directed Benefits.
Top Skills:
Microsoft Office 365Salesforce
Fintech
The Sr. Director of Account Management oversees client relationships, leads a team, drives revenue growth, and implements retention strategies.
Top Skills:
ExcelMicrosoft OutlookMicrosoft WordSalesforce CRM
Fintech
The Transaction Services Specialist will handle transaction processing for alternative investments and futures, communicate with clients/sponsors, and support IRA requirements.
Top Skills:
ExcelMicrosoft OutlookMicrosoft Word
Fintech
The Sr. Manager of H&B Support leads support teams, manages services for retirement account holders, and drives customer retention and satisfaction in financial services.
Top Skills:
Salesforce CRM
Fintech
The Training Lead is responsible for designing and delivering training programs, conducting needs assessments, and collaborating with teams to improve performance and operational excellence.
Top Skills:
Articulate RiseArticulate StorylineCamtasiaCanvaIncontactMicrosoft Office SuiteSalesforceService Cloud
Reposted 14 Days AgoSaved
Fintech
The Sr. Account Management Communications Specialist enhances client satisfaction and retention through strategic sales initiatives and product training, fostering long-term partnerships.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft TeamsMicrosoft WordSalesforce CRM
Fintech
Manage client relationships for assigned accounts, act as primary contact for questions and issues, coordinate cross-functional teams to resolve client needs, drive retention and renewals, monitor performance metrics, suggest plan design improvements, and support case installations and service efficiencies.
Top Skills:
Microsoft Excel,Microsoft Word,Mail Merge,Microsoft Outlook,Salesforce Crm
22 Days AgoSaved
Fintech
Provide phone-based support and education to accountholders on FSAs, HSAs, COBRA and related products. Resolve issues, guide customers through online tools, protect sensitive data, meet quality standards, and may be cross-trained for chat/email/text. Complete mandatory training, pass an 85% product exam, and meet service goals.
Top Skills:
ChatContact Center SoftwareDigital WorkflowEmailHardwired EthernetOnline Tools And AppsSms/Text
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Top Companies in Chicago, IL Hiring Customer Success & Experience Roles
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