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Customer Success Managerby Forma on April 26, 2025 at 12:50 am
About Forma The market for employee benefits is broken. Companies spend millions annually on employee benefits that employees neither value nor regularly use. Founded in 2017, Forma set out to build a better model by challenging traditional one-size-fits-all approaches.Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions.Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team.Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 75 NPS, and 98 CSAT ratings from members.Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.” About the RoleAs a Customer Success Manager, you will be responsible for ensuring the success and satisfaction of a portfolio of 30+ commercial and enterprise accounts. Your primary goal is to foster strong relationships with customers, ensuring they are getting the most value from our products/services. You will work closely with our support and operations teams to resolve customer issues and play a key role in driving satisfaction. You will also collaborate with the Account Management team to ensure smooth handoffs for renewals and growth opportunities. You WillManage a portfolio of 30+ commercial and enterprise customer accounts, focusing on ensuring their success and satisfaction with our products/services.Serve as the primary point of contact for customers, building strong, lasting relationships and understanding their needs and objectives.Drive product adoption and ensure customers are leveraging our products effectively to achieve their goals.Conduct regular business reviews, providing insights and metrics to track customer success and identify areas for improvement.Collaborate with support, operations, and product teams to address customer requests and enhance their experience.Own account administration for your book of business, including: keeping CRM up to date, communicating to customers regarding contracting, invoicing, and product changes.Gather and analyze customer feedback to identify trends and areas for product/service improvements, sharing insights with internal teams Work closely with the Account Management team to ensure smooth transitions for renewals and help grow existing business by providing them with qualified leads.Be a team player: participate in team meetings, training sessions, and key initiatives to improve overall CS efficiency and deliver an exceptional customer experience.Preferred Skills2-5 years of experience in customer success, account management, business development or a related customer-facing role.Strong interpersonal and communication skills, with the ability to build rapport and trust with customers.Excellent problem-solving abilities and a proactive approach to addressing customer needs.Ability to work collaboratively with cross-functional teams, including support and operations.Highly organized with strong time management skills and the ability to manage multiple accounts and priorities simultaneously.Familiarity with Salesforce or other customer success tools is a plus.A customer-centric mindset with a passion for delivering exceptional customer experiences.Ability to handle and deescalate challenging situations with professionalism and empathy.Benefits and PerksRemote-first working environmentMedical, dental and vision insurance plansEmployee wellness programHome Productivity programTeam building program401(k) savings planFlexible PTO policy12 weeks Parental Leave + 4 additional weeks for the Birthing ParentAt Forma, we value diversity, and always treat all employees and job applicants based on merit, qualifications, competence, and talent. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.Duties and responsibilities may not all be covered in the description, or may change over time at the discretion of Forma. You're encouraged to apply even if your experience doesn't precisely match the job description. Your skills and passion will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns. At Forma, we welcome diverse perspectives, and people who think rigorously / aren't afraid to challenge assumptions. Join us!
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Director, Customer Successby Flipside Crypto on April 25, 2025 at 8:51 pm
Director, Customer Success Department: Growth ServicesHiring Manager: SVP of Strategic OperationsDirect Reports: YesAs the Director of Customer Success at Flipside Crypto you will play a pivotal role in overseeing client satisfaction and success through our AI-powered growth platforms. You will be responsible for guiding and supporting your team of Growth Strategy Leads to leverage our AI Insights and Outcomes platforms effectively, ensuring account renewals, maintaining financial accountability, and building connections with key stakeholders across our customers.ResponsibilitiesAccountable for client satisfaction and success across all key accounts using our growth platforms and delivering outcomes for customersEnsure each account is tracking toward target KPIsBuild strategic relationship with customers at different levels of their orgSupport renewals and provide opportunities for upsell to the Account Manager (AM)Collaborate with the finance department to ensure spending and financials are optimizedCoordinate cross-team needs to maximize the effectiveness of our AI Insights and Outcomes platformsLead and manage your team to leverage AI tools for effective strategic advisoryPlan and build QBR process delivered to customersConduct weekly 1:1 meetings to provide guidance, promote open communication, and set goalsProvide mentorship and growth opportunities by identifying team members' strengths and supporting their development in key areasMonitor team performance against outcome-based metrics and resolve blockers to program effectivenessMaintain a timely and highly accountable flow of AI-driven insights and outcomes to clientsDrive the team to focus on measurable ecosystem impact through AI platform deploymentProvide concise reporting on AI-driven growth outcomes to both internal and external teamsRequirements5+ years of experience leading customer success teamsProven experience leading customer-facing teams in technology-driven environmentsStrong understanding of AI capabilities and applications in business contextsExperience managing platform or product-based customer relationshipsExceptional communication skills with ability to translate technical capabilities into business valueProficiency in data analysis and outcome-based performance measurementExperience working collaboratively with product, engineering and data science teamsAbility to analyze financial data and optimize unit economicsKnowledge of the blockchain ecosystem and growth dynamics
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Client Success Operations Analystby NeuroFlow on April 25, 2025 at 6:50 pm
Who We Are NeuroFlow CEO and West Point graduate Christopher Molaro served in the army for five years, including a tour in Iraq as a platoon leader. Coming back home, he experienced firsthand the gaps in the behavioral health system and how veterans and civilians alike face too many barriers when it comes to receiving appropriate, timely care. While pursuing his MBA at Wharton, Chris met his future co-founder Adam Pardes, and the two agreed – even the most engaging digital mental health apps in the world wouldn’t truly change the problem; only a solution that systematically integrated behavioral health into the full healthcare ecosystem could create meaningful change. And so they created NeuroFlow. What We Do: We pride ourselves on partnering with healthcare leaders to assist in driving better outcomes, lowering total cost of care, and making behavioral health risk more predictable and transparent. NeuroFlow exists to make sure no one who needs behavioral health support falls through the cracks. We build more than just engaging digital health tools for self-care: we create platforms that identify population behavioral health risk early, engage individuals with acuity-specific resources, and enable care teams to make smarter and more efficient decisions. Together, NeuroFlow’s solutions arm healthcare organizations with the insights they need to overcome the systemic challenges in today’s healthcare ecosystem. How We Do It: The award-winning culture at NeuroFlow is one built around encouragement and daring to be great. Our core values have been displayed in our office since day one, and each team member is responsible for carrying out these values and keeping each other accountable to them. We succeed through our flexibility and agility, navigating and transforming an industry ripe for change where “no” or “can’t” is too often the default. NeuroFlow offers unique opportunities to work in a fun and challenging fast-paced environment with direct, meaningful impact on helping to close the divide between mental and physical health.Overview As the Client Success Operations Manager at NeuroFlow, you will be the driving force behind our CS function's operational excellence, leveraging systems and data to transform our implementation and customer experience. You'll own the strategy and execution for our critical CS platforms including RocketLane and Gainsight, turning them from simple tools into strategic assets that reduce our implementation timelines, improve customer satisfaction, and create predictable, scalable processes across our growing customer base. Key Responsibilities Strategic Systems Management Lead the strategy, configuration, and optimization of our CS tech stack (RocketLane, Gainsight) to drive measurable improvements in our TTV baseline Design and implement dashboards and reporting frameworks that provide predictive insights on client health and implementation progress Create automated workflows that identify at-risk implementations and trigger proactive interventions Process Design & Optimization Develop standardized, segment-specific approaches for critical implementation milestones like data ingestion for Healthcare, DoD, and Payor clients Establish and maintain a library of implementation templates, checklists, and playbooks that ensure consistent delivery quality Implement early warning systems for implementation risks and design escalation protocols Cross-Functional Enablement Partner with Product and Marketing teams to streamline the release readiness process and ensure timely, effective enablement of the CS organization Create training materials and enablement sessions that build CS team capabilities around tools and processes Develop data-driven insights that help Product and Sales understand implementation patterns and client needs Performance Measurement & Improvement Own and report on key CS metrics including TTV, customer satisfaction, adoption rates, and retention Identify bottlenecks in the customer journey and lead initiatives to remove friction points Benchmark our CS operations against industry standards and drive continuous improvement initiatives Qualifications Required 4+ years experience in CS Operations, Professional Services, or Implementation Operations, preferably in SaaS or healthcare technology Demonstrated experience administering and optimizing CS tools like RocketLane, Gainsight, or similar platforms Strong analytical capabilities with experience turning data into actionable insights Project management experience with a track record of delivering operational improvements Excellent communication skills with the ability to influence cross-functional stakeholders Preferred Experience working in B2B2C environments and understanding of adoption best practices Understanding of healthcare workflows, especially in provider and care management contexts Experience designing and leading operational transformations that delivered measurable business impact Background in data visualization and business intelligence tools Impact This role will directly influence our ability to accelerate customer time-to-value, improve Net Revenue Retention, and create scalable operations that support our growth. You'll be instrumental in shifting our organization from reactive to informed, creating the systems and processes that enable truly exceptional customer experiences. Company Benefits: *Applicable for full time employees Flexible work schedule, unlimited PTO, physical and mental wellness benefits, medical coverage, parental leave, 401K, company-sponsored events, referral program, onsite gym, dog friendly office, snacks in the office, commuter benefits, onsite massages.What We Believe: NeuroFlow is a proud equal opportunity employer. Every day we are working to tackle the mental health crisis in America, and in order to do that well, we need diverse voices, experiences, and perspectives at the table. As an equal opportunity employer, we prohibit any unlawful discrimination against a job applicant on the basis of their race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, family or parental status, disability*, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate. We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our workplace. *Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are typically done which will ensure an equal employment opportunity without imposing undue hardship on NeuroFlow. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process. As a HIPAA compliant organization All team members shall: Act in accordance with NeuroFlow’s Information Security Policies. Protect organizational assets from unauthorized access, disclosure, modification, destruction or interference. Report security events or other risks to the organization Execute organizational security processes or activities Perform security responsibilities that defined and communicated for their role Be responsible for their actions regarding the security of organization
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Director of Customer Successby PaceMate™ on April 25, 2025 at 12:51 pm
PaceMate™ Director of Customer Success (full-time, remote)Primary Location: All U.S. Locations (remote)Why work at PaceMate?Recognized as a Top 100 Healthcare Technology Company by Healthcare Technology Report, PaceMate is one of the nation’s fastest-growing companies in cardiac rhythm management software and remote monitoring. Combining the most technologically advanced cloud-native software, research-grade data, and seamless integrations, PaceMateLIVE™, the company’s flagship remote monitoring software platform, is enabling many of the nation’s most renowned electrophysiologists, device clinics, and healthcare systems to effectively manage their device patient populations. With PaceMate, healthcare organizations can experience comprehensive interoperability and secure data exchange—significantly improving patient outcomes, reimbursements, and productivity.JOIN OUR TEAMJoining the PaceMate™ Team means becoming a vital part of a group that is dedicated to using technology to benefit patients, caregivers, and hospital administrators while driving healthy turnkey solutions that identify lost revenues and inefficiencies. We are currently seeking a Director of Customer Success, a critical role in building and developing the PaceMate customer base within represented facilities in the United States. The role of the Director of Customer Success will lead the customer success management team. The goal of the Director of Customer Success role is to lead the building of relationships with existing clients and to work closely with them to identify their needs and ensure the PaceMate product and services are utilized appropriately and profitably. They will also develop strategies to grow their client base and ensure that the team is providing quality, cost-effective services. The PaceMate Director will oversee the team which manages, maintains, and upsells existing accounts. This will be accomplished through a variety of activities including but not limited to building corporate level relationships, hospital/group-practice/account quarterly business reviews, and direct interaction and sales calls with key stakeholders. This role will also have significant interaction and collaboration with the PaceMate sales team to manage the onboarding of new clients. PaceMate offers those employees working full-time a robust compensation and benefit package to include Health and Prescription coverage, Dental, Vision, Long-Term Disability, Short-Term Disability, AD&D, Flexible Spending Account, Healthcare Savings Account, 401k Retirement Savings, Discount Program, Employee Assistance Program, Financial Wellness Program, Paid Time Off, Legal Insurance, Hospital Indemnity, Critical Illness, and Accident Coverage.ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Serve as the lead point of contact for all clients while building and nurturing trusted, long-lasting relationshipsCollaborate with sales, marketing, product development and service teams to ensure the client is served appropriately Gain a deep understanding of the clients’ workflow, needs and what they expect from PaceMateDevelop tactics that will deliver the most appropriate products or servicesUse of communication skills to present to and influence key stakeholders in customer base. Develop your team of Account Managers and oversee key accountsProvide clients with product information, demonstrations, analytics, etc. Create key opinion leaders/reference sites within each customer & regionResponsible for both maintaining and growing business in contracted groupsManage expenses within budgetRe-sign current customers on longer term agreements and contract renewalsActive involvement in weekly and quarterly sales planning processQUALIFICATIONSAn individual must be able to perform each Essential Function of the job satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities, who are otherwise qualified, to perform the essential functions. Nothing within this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.EDUCATION, TRAINING, AND EXPERIENCEBA/BS or Equivalent 4-year Technical Degree 2-4 years of experience in complex healthcare account management2-4 years of team management in healthcareExcellent communication and interpersonal skillsComputer literate with Excel, Word, Adobe, and PowerPointSales Management experienceCRM/Cardiology Account Management Experience RequiredREQUIRED EQUIPMENTMust have access to stable, reliable internet access.PHYSICAL REQUIREMENTS While performing the duties of this job, the employee is consistently required to remain in a stationary position, constantly operate a computer or other office equipment, and frequently. communicate with customers and employees. Must be able to exchange accurate information, with the ability to effectively utilize voice over internet protocol; and repetitive motions using. fingers and forearms in data entry. About PaceMate Recognized as a Top 100 Healthcare Technology Company by Healthcare Technology Report, PaceMate offers the most comprehensive remote cardiac monitoring solution in the industry. PaceMateLIVE is the only clinical dashboard with user-friendly integrations for all implantable cardiac devices, ambulatory monitors, consumer ECGs, and heart failure products. PaceMate’s Auto-Triage™ prioritizes patients based on clinician-customized standards—not device alerts—resulting in a substantial reduction in alert burden. With the most live connections through EHR-partnered integrations across Epic, Cerner, and athenahealth, PaceMate offers a true, vetted, and validated industry-leading solution for interoperability: ensuring bi-directional data transfer for more accurate reporting, streamlined workflows, and one-click billing. PaceMate’s software-only, concierge on-demand, and full-service offerings deliver a flexible, customized solution for cardiac practices. Visit PaceMate.com to learn how one platform is transforming the future of digital health.Experience RequirementsManager/Supervisor
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Customer Success Outcome Managerby Ping Identity on April 24, 2025 at 10:51 pm
About Ping Identity: At Ping Identity, we believe in making digital experiences both secure and seamless for all users, without compromise. We call this digital freedom. And it's not just something we provide our customers. It's something that inspires our company. People don't come here to join a culture that's built on digital freedom. They come to cultivate it. Our intelligent, cloud identity platform lets people shop, work, bank, and interact wherever and however they want. Without friction. Without fear. While protecting digital identities is at the core of our technology, protecting individual identities is at the core of our culture. We champion every identity. One of our core values, Respect Individuality, reminds us to celebrate differences so you are empowered to bring your authentic self to work. We're headquartered in Denver, Colorado and we have offices and employees around the globe. We serve the largest, most demanding enterprises worldwide, including more than half of the Fortune 100. At Ping Identity, we're changing the way people and businesses think about cybersecurity, digital experiences, and identity and access management. You will: Actively engage customers through check-ins, structured business reviews, and feedback sessions to understand adoption and sentiment. Use open-ended questioning and deep listening to help uncover potential issues before they escalate. Analyze support cases, survey responses, customer interactions, and renewal behaviors to identify trends and risks. Recognize patterns in qualitative data i.e. customer feedback, and create structured reporting for internal teams (e.g., common feature gaps, adoption barriers). Position IAM solutions not just as a tool but as a business enabler that ensures security, compliance, and workforce productivity. Align IAM features (e.g., adaptive authentication, identity governance, and zero trust principles) with customer security strategies to drive upsell and cross-sell opportunities (e.g., adding privileged access management for high-risk users). Use industry best practices to help position Ping products as a solution to business problems rather than just a tool. Understanding your customer’s business objectives, workflows, and success metrics and align to product value. Manage ongoing customer needs effectively to promote high customer retention and loyalty Engage with multiple customer stakeholders to identify, define, track and measure the overall impact of Ping solutions to the organization. This includes partnering with the Sales teams to deliver Executive Business Reviews to the customer. Build deep, trust-based relationships with customers, allowing for honest conversations about risks, value realization, and growth opportunities. Advocate customer needs/issues cross-departmentally Develop, prepare, and nurture customers for advocacy. Develop and deliver "success plans" to key customers identifying stakeholders, milestones, metrics, and risks. Demonstrate advanced insights and understanding of customers' business/industry. Occasionally travel to customer sites or events. You have/are: You have 3-5 years of customer facing experience in a Customer Success, Sales, Account Management or Project Management role in software or a similar industry Navigate easily in traditional complex Enterprise environments Experience with SFDC, Gainsight, or equivalent CRM systems Experience delivering and driving software adoption best practices Proven ability to collaborate and build strong relationships with executives internally and externally High technical aptitude to learn basics of customer use cases and architectural requirements for Ping solutions Naturally curious and proactive in asking the right questions to uncover adoption blockers and risks. A problem-solver that drives creative solutions to customer challenges, even without direct data. Ability to influence internal teams (Product, Engineering, Sales) to act on qualitative feedback and customer insights. You have an advantage if: Familiarity with Identity Management, Access Management or Federation Familiarity with Ping Identity solutions General knowledge of enterprise IT practices Knowledge of how IAM integrates with security tools like SIEMs (Splunk, Microsoft Sentinel), endpoint security (CrowdStrike, SentinelOne). Ability to discuss IAM best practices within on-prem, hybrid cloud environments and on-premise infrastructures where IAM deployment complexity is high. Bachelor’s Degree in computing, Business, Marketing, or equivalent experience Salary Range: $78,000 - $94,000 + variable pay In accordance with Colorado’s Equal Pay for Equal Work Act (SB 19-085) the approximate compensation range for this role in Colorado is listed above. Final compensation for this role will be determined by various factors, such as knowledge, skills, and abilities.Life at Ping: We believe in and facilitate a flexible, collaborative work environment. We’re growing quickly, but remain true to the innovative, can-do startup values that got us here. Most importantly, we keep hiring talented, smart, fun, and genuinely nice people because that’s who we want to succeed with every day. Here are just a few of the things that make Ping special: A company culture that empowers you to do your best work. Employee Resource Groups that create a sense of belonging for everyone. Regular company and team bonding events. Competitive benefits and perks. Global volunteering and community initiatives Our Benefits: Generous PTO & Holiday Schedule Parental Leave Progressive Healthcare Options Retirement Programs Opportunity for Education Reimbursement Commuter Offset (Specific locations) Ping is the collective sum of all our individual experiences, backgrounds and influences and we pride ourselves in growing and learning together. We are committed to building an inclusive and diverse environment where everyone’s individuality is respected and everyone has an Identity. In recruiting for new colleagues, we welcome the unique contributions you can bring and encourage you to be your best self. We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.