Top Customer Success Jobs in Chicago, IL

The Training Lead is responsible for designing and delivering training programs, conducting needs assessments, and collaborating with teams to improve performance and operational excellence.

The Sr. Account Management Communications Specialist enhances client satisfaction and retention through strategic sales initiatives and product training, fostering long-term partnerships.

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.

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.

The Sr. Relationship Manager manages client relationships, focusing on onboarding new clients and expanding existing relationships while collaborating with various internal teams.

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.

The Account Manager I will deliver dedicated service to clients, manage onboarding, resolve issues, and educate clients on Consumer Directed Benefits.

The Sr. Director of Account Management oversees client relationships, leads a team, drives revenue growth, and implements retention strategies.

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.

The Transaction Services Specialist will handle transaction processing for alternative investments and futures, communicate with clients/sponsors, and support IRA requirements.