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Customer Success Training Program Jobs in Ohio (NOW HIRING)

Customer Success Manager

Columbus, OH ยท On-site +1

$80K - $95K/yr

As a Customer Success Manager, you will be an incredible product expert! This involves utilizing ... Reactive duties include training, product support, and appropriate delegation when technical issues ...

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Customer Success Team Manager

Cleveland, OH ยท On-site

$90K - $140K/yr

Oversee customer success programs: Join key calls, review account strategies, and ensure customers achieve measurable outcomes. * Monitor and drive team performance: Set goals, review account books ...

Customer Success Team Manager

Cleveland, OH ยท On-site

$90K - $140K/yr

Oversee customer success programs: Join key calls, review account strategies, and ensure customers achieve measurable outcomes. * Monitor and drive team performance: Set goals, review account books ...

Customer Success Team Manager

Cleveland, OH ยท On-site

$90K - $140K/yr

Oversee customer success programs: Join key calls, review account strategies, and ensure customers achieve measurable outcomes. * Monitor and drive team performance: Set goals, review account books ...

You'll gain access to hands-on training to fuel your growth and success, explore opportunities for ... Well-being programs including companywide events and a wellness incentive program * Paid Time Off

New

You'll gain access to hands-on training to fuel your growth and success, explore opportunities for ... Well-being programs including companywide events and a wellness incentive program * Paid Time Off

New

You'll gain access to hands-on training to fuel your growth and success, explore opportunities for ... Well-being programs including companywide events and a wellness incentive program * Paid Time Off

New

You'll gain access to hands-on training to fuel your growth and success, explore opportunities for ... Well-being programs including companywide events and a wellness incentive program * Paid Time Off

New

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Showing results 1-20

Customer Success Training Program information

What is the difference between Customer Success Training Program vs Customer Support Specialist?

AspectCustomer Success Training ProgramCustomer Support Specialist
CredentialsOften includes certifications in customer success, communication, and product knowledgeTypically requires technical or product-specific knowledge, sometimes certifications in support tools
Work EnvironmentFocuses on proactive customer engagement, onboarding, and retention strategiesPrimarily reactive, handling customer inquiries and troubleshooting
Industry UsageUsed in SaaS, tech, and service industries to train staff for customer success rolesCommon in tech, retail, and service sectors for frontline support

The Customer Success Training Program prepares individuals for proactive customer engagement and retention roles, emphasizing strategic relationship management. In contrast, Customer Support Specialists focus on reactive problem-solving and technical support. Both roles are vital but serve different functions within customer service and success teams.

What are some common challenges faced during a Customer Success Training Program and how can participants effectively overcome them?

Participants in a Customer Success Training Program often face challenges such as adapting to rapidly changing customer expectations, mastering a variety of customer relationship management tools, and balancing proactive engagement with reactive support. To overcome these challenges, trainees should actively participate in hands-on learning modules, seek feedback from mentors or peers, and stay updated on best practices in customer success. Embracing a growth mindset and leveraging collaboration with team members also helps in building confidence and competence throughout the training process.

What are the key skills and qualifications needed to thrive in a Customer Success Training Program, and why are they important?

To thrive in a Customer Success Training Program, candidates generally need strong communication skills, a customer-centric mindset, and a foundational understanding of customer relationship management. Familiarity with CRM platforms like Salesforce, customer support ticketing systems, and occasionally certifications in customer success or SaaS platforms are beneficial. Exceptional problem-solving, empathy, and teamwork skills help individuals stand out in this field. These abilities are crucial for building long-term customer relationships, ensuring client satisfaction, and driving product adoption and retention.

What is a Customer Success Training Program?

A Customer Success Training Program is a structured learning initiative designed to teach employees the skills and knowledge needed to help customers achieve their desired outcomes with a company's products or services. These programs typically cover areas such as onboarding, product expertise, communication, relationship building, and issue resolution. The goal is to empower customer success teams to proactively support clients, increase satisfaction, and drive retention. Training may be delivered in-person, online, or through blended learning approaches, and is often tailored to specific company goals or customer segments.
What are popular job titles related to Customer Success Training Program jobs in Ohio? For Customer Success Training Program jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Customer Success Training Program jobs in Ohio look for? The top searched job categories for Customer Success Training Program jobs in Ohio are:
What cities in Ohio are hiring for Customer Success Training Program jobs? Cities in Ohio with the most Customer Success Training Program job openings:
ezICHRA Customer Success Manager

ezICHRA Customer Success Manager

Oswald Companies

Richfield, OH โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago


Job description

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?
Oswald Companies seeks goal-driven professionals ready to take their career to the next level.
Job Overview: We are seeking a dynamic and customer-focused ICHRA (Individual Coverage Health Reimbursement Arrangement) Customer Success Manager to join our team. The ideal candidate will be responsible for ensuring a smooth and positive experience for our ezICHRA customers as they navigate the implementation and ongoing management of their ICHRA plans. This role involves building strong relationships with customers, providing strategic guidance, and offering support to ensure their satisfaction and success in utilizing the ICHRA model.
Key Responsibilities:
  • Customer Onboarding & Implementation: Guide customers through the process of setting up and launching their ICHRA plans. Ensure smooth integration with customers' internal management systems, helping customers understand the features, compliance requirements, and best practices. Ensure that customers are provided with appropriate plan advisory assistance during the employee plan selection process.
  • Timely Enrollment & Payment Processing: Ensure that employee enrollments are processed accurately and on time, and that all payments related to the ICHRA program are made promptly. Address any issues related to delays in enrollment or payment and ensure timely resolution.
  • Customer Education & Training: Deliver training and informational sessions to customers and their teams, educating them on ICHRA plan features, regulations, and optimization strategies to maximize the value of their plans.
  • Ongoing Customer Support: Serve as the primary point of contact for all ICHRA-related inquiries. Proactively address any issues, troubleshooting problems, and offer solutions to ensure customers' success with their plans.
  • Renewal & Retention: Manage the renewal process with customers, including collaboration with the ezICHRA Analyst team ensuring ICHRA contributions are updated within the customer's ezICHRA Platform Tech and proactively preparing customers for annual renewals. Address any renewal-related questions or concerns to facilitate a smooth renewal process.
  • Strategic Account Management: Develop deep, trusted relationships with key customer stakeholders. Regularly check in with customers to assess their satisfaction and identify opportunities for improvement or growth.
  • Plan Optimization & Problem Solving: Collaborate with customers to review usage data, suggest improvements, and implement changes to increase efficiency and cost-effectiveness of their ICHRA plans.
  • Collaboration with Cross-Functional Teams: Work closely with Sales, ezICHRA Platform Tech, Analyst, Marketing, and Compliance teams to relay customer feedback, recommend improvements, and ensure the delivery of exceptional customer experience.
  • Compliance & Regulatory Guidance: Keep customers informed about changes in healthcare regulations and ICHRA-related compliance requirements. Provide guidance to ensure customers' plans remain compliant with federal, state, and local laws.
  • Performance Reporting: Track and report on customer success metrics such as engagement, retention, and overall satisfaction. Utilize data to proactively identify opportunities for improvement.

Qualifications:
  • Education & Experience:
    • Bachelor's degree in business, Healthcare Administration, or a related field (or equivalent experience).
    • 3+ years of experience in customer success, account management, or customer-facing role, preferably in the health insurance or benefits industry.
    • Life & Health Insurance License (company paid if not already licensed)
  • Knowledge & Skills:
    • Strong understanding of ICHRA, healthcare benefits, and individual health insurance plans.
    • Proven ability to manage customer relationships and deliver exceptional service.
    • Excellent communication and interpersonal skills, with the ability to explain complex concepts in a clear, concise manner.
    • Strong problem-solving skills with a solution-oriented mindset.
    • Ability to work in a fast-paced, dynamic environment and manage multiple priorities effectively.
    • Proficiency with CRM systems, customer management tools, and data analysis.

Preferred Qualifications:
  • Experience with ICHRA administration platforms or benefits management software.
  • Knowledge of healthcare regulations such as ACA, ERISA, HIPAA, and other relevant compliance frameworks.

Why Join Us?
  • Be part of a growing team at the forefront of transforming how organizations manage healthcare benefits.
  • Competitive salary and benefits package.
  • Opportunities for career growth and development.
  • Collaborative and supportive work environment.

Who is Oswald?
Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.
Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.
Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.
What you'll get...
At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals.
At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.
At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.
At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
  • In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
  • Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
  • Paid time off annually and a sabbatical at every 10-year service anniversary.
  • Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
  • Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
  • Access to specialized leadership development programming designed to take your career to the next level.
  • And so much more!

To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.
Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.