Irvine, CA · On-site
$39K/yr
Medical
Dental
Vision
Retirement
PTO
Portfolio Management Maintain accurate CRM records and client notes. Collect updated business ... Preferred Customer Success, Account Management, Sales, Banking, or Financial Services experience.
Irvine, CA · On-site
$39K/yr
Medical
Dental
Vision
Retirement
PTO
Portfolio Management Maintain accurate CRM records and client notes. Collect updated business ... Preferred Customer Success, Account Management, Sales, Banking, or Financial Services experience.
Irvine, CA · On-site
$39K/yr
We're looking for a Customer Success Associate who can build lasting relationships with business ... Although this role manages an existing portfolio of clients, make no mistake, this is a sales ...
Quick apply
Irvine, CA · On-site
$39K/yr
We're looking for a Customer Success Associate who can build lasting relationships with business ... Although this role manages an existing portfolio of clients, make no mistake, this is a sales ...
Irvine, CA · On-site
$39K/yr
We're looking for a Customer Success Associate who can build lasting relationships with business ... Although this role manages an existing portfolio of clients, make no mistake, this is a sales ...
Quick apply
Irvine, CA · On-site
$39K/yr
We're looking for a Customer Success Associate who can build lasting relationships with business ... Although this role manages an existing portfolio of clients, make no mistake, this is a sales ...
Costa Mesa, CA · On-site
$180 - $280/hr
Medical
Dental
Vision
Life
PTO
This is a senior leadership role with full ownership of Gross Revenue Retention (GRR) and Customer ... As we expand globally, the complexity of managing customer outcomes across multiple regions ...
Costa Mesa, CA · On-site
$180 - $280/hr
Medical
Dental
Vision
Life
PTO
This is a senior leadership role with full ownership of Gross Revenue Retention (GRR) and Customer ... As we expand globally, the complexity of managing customer outcomes across multiple regions ...
Costa Mesa, CA · On-site
$180 - $240/hr
Medical
Dental
Vision
Life
PTO
This is a senior leadership role with full ownership of Gross Revenue Retention (GRR) and Customer ... As we expand globally, the complexity of managing customer outcomes across multiple regions ...
Costa Mesa, CA · On-site
$180 - $240/hr
Medical
Dental
Vision
Life
PTO
This is a senior leadership role with full ownership of Gross Revenue Retention (GRR) and Customer ... As we expand globally, the complexity of managing customer outcomes across multiple regions ...
Costa Mesa, CA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
This is a senior leadership role with full ownership of Gross Revenue Retention (GRR) and Customer ... As we expand globally, the complexity of managing customer outcomes across multiple regions ...
Costa Mesa, CA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
This is a senior leadership role with full ownership of Gross Revenue Retention (GRR) and Customer ... As we expand globally, the complexity of managing customer outcomes across multiple regions ...
Costa Mesa, CA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
This is a senior leadership role with full ownership of Gross Revenue Retention (GRR) and Customer ... As we expand globally, the complexity of managing customer outcomes across multiple regions ...
Costa Mesa, CA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
This is a senior leadership role with full ownership of Gross Revenue Retention (GRR) and Customer ... As we expand globally, the complexity of managing customer outcomes across multiple regions ...
Medical
Life
Retirement
PTO
Drive adoption and effective utilization of Xvantage, CRM, IDA, Zendesk, and other platform ... Success in this role is measured through: * Platform adoption, active utilization and growth rates.
Medical
Life
Retirement
PTO
Drive adoption and effective utilization of Xvantage, CRM, IDA, Zendesk, and other platform ... Success in this role is measured through: * Platform adoption, active utilization and growth rates.
Irvine, CA · On-site
$55K - $62K/yr
We are currently seeking dynamic Customer Success Associates to join our growing teams across the ... CT (Corporate Trust) Corporation is the global leader of legal entity management, corporate ...
Quick apply
Irvine, CA · On-site
$55K - $62K/yr
We are currently seeking dynamic Customer Success Associates to join our growing teams across the ... CT (Corporate Trust) Corporation is the global leader of legal entity management, corporate ...
$41K - $68K/yr
Medical
Dental
Vision
Retirement
PTO
As a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring ...
$41K - $68K/yr
Medical
Dental
Vision
Retirement
PTO
As a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring ...
Irvine, CA · On-site
$41K - $68K/yr
Medical
Dental
Vision
Retirement
PTO
As a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring ...
Irvine, CA · On-site
$41K - $68K/yr
Medical
Dental
Vision
Retirement
PTO
As a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring ...
Irvine, CA · On-site
$41K - $68K/yr
Medical
Dental
Vision
Retirement
PTO
As a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring ...
Irvine, CA · On-site
$41K - $68K/yr
Medical
Dental
Vision
Retirement
PTO
As a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring ...
$41K - $68K/yr
Medical
Dental
Vision
Retirement
PTO
As a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring ...
$41K - $68K/yr
Medical
Dental
Vision
Retirement
PTO
As a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring ...
Irvine, CA · On-site
Proven client relationship skills; must be able to work effectively with physicians and senior ... Customer Focus. Gains insight into customer needs; Identifies opportunities that benefit the ...
Irvine, CA · On-site
Proven client relationship skills; must be able to work effectively with physicians and senior ... Customer Focus. Gains insight into customer needs; Identifies opportunities that benefit the ...
Irvine, CA · On-site
$41K - $68K/yr
Medical
Dental
Vision
Retirement
PTO
As a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring ...
Irvine, CA · On-site
$41K - $68K/yr
Medical
Dental
Vision
Retirement
PTO
As a Customer Success Associate, you will build upon your foundational skills to support and manage the customer lifecycle more comprehensively. You will take on a more proactive role in ensuring ...
Irvine, CA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Client Success Managers ensure client needs and expectations are aligned; contractual obligations are met, and day-to-day operations run smoothly. They maintain client satisfaction and help clients ...
Irvine, CA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Client Success Managers ensure client needs and expectations are aligned; contractual obligations are met, and day-to-day operations run smoothly. They maintain client satisfaction and help clients ...
Irvine, CA · On-site
Proven client relationship skills; must be able to work effectively with physicians and senior ... Customer Focus. Gains insight into customer needs; Identifies opportunities that benefit the ...
Irvine, CA · On-site
Proven client relationship skills; must be able to work effectively with physicians and senior ... Customer Focus. Gains insight into customer needs; Identifies opportunities that benefit the ...
Irvine, CA · On-site
Proven client relationship skills; must be able to work effectively with physicians and senior ... Customer Focus. Gains insight into customer needs; Identifies opportunities that benefit the ...
Quick apply
Irvine, CA · On-site
Proven client relationship skills; must be able to work effectively with physicians and senior ... Customer Focus. Gains insight into customer needs; Identifies opportunities that benefit the ...
The Sr. CRM collaborates closely with the Client Executive, Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure exceptional service delivery. Position ...
The Sr. CRM collaborates closely with the Client Executive, Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure exceptional service delivery. Position ...
Irvine, CA · On-site
Medical
Life
The Sr. CRM collaborates closely with the Client Executive, Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure exceptional service delivery. Position ...
Irvine, CA · On-site
Medical
Life
The Sr. CRM collaborates closely with the Client Executive, Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure exceptional service delivery. Position ...
$47.8K - $55.2K
1% of jobs
$55.2K - $62.6K
0% of jobs
$62.6K - $70K
0% of jobs
$70K - $77.4K
2% of jobs
$77.4K - $84.8K
3% of jobs
$90.4K is the 25th percentile. Wages below this are outliers.
$84.8K - $92.2K
24% of jobs
$92.2K - $99.6K
1% of jobs
The median wage is $105.9K / yr.
$99.6K - $107K
21% of jobs
$107K - $114.4K
2% of jobs
$114.4K - $121.8K
1% of jobs
$124.9K is the 75th percentile. Wages above this are outliers.
$121.8K - $129.2K
44% of jobs
$47.8K
$109.3K
$129.2K
The top searched job categories for Senior Customer Success Manager Edtech jobs in Ladera Ranch, CA are:
Cities near Ladera Ranch, CA with the most Senior Customer Success Manager Edtech job openings:
$39K/yr
Other
Medical, Dental, Vision, Retirement, PTO
Re-posted 3 days ago
Benefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Employee discounts
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
📍 Irvine, CA (In-Office) 💼 Full-Time 💰 $39,520 per year + monthly commissions
Build Relationships. Drive Growth.
At Working Capital Marketplace (WCMP), funding is just the beginning. We're looking for a Customer Success Associate to build lasting relationships with business owners, help them achieve their goals, and identify future financing opportunities.
This role is perfect for someone who enjoys connecting with people, staying organized, and creating value through proactive communication.
What You'll Do
Relationship Management
Manage a portfolio of business owners after funding.
Conduct Monthly Business Reviews to understand client needs and future goals.
Build trust and become your clients' first call for financing needs.
Portfolio Management
Maintain accurate CRM records and client notes.
Collect updated business statements and documentation.
Monitor account activity and coordinate follow-ups.
Opportunity Development
Identify renewal, refinance, and growth opportunities.
Generate referrals through exceptional client service.
Partner with internal teams to deliver the best financing solutions.
What We're Looking For
Required
Strong communication and relationship-building skills.
Highly organized with great attention to detail.
Ability to manage multiple priorities in a fast-paced environment.
Positive attitude and team-first mindset.
Preferred
Customer Success, Account Management, Sales, Banking, or Financial Services experience.
Salesforce or CRM experience.
Lending industry experience is a plus but not required.
Why Join WCMP?
Monday–Friday schedule
Paid training
Growth opportunities
Collaborative, high-energy culture
Make a direct impact helping small businesses succeed
Success in This Role
Success is measured by the relationships you build. By staying connected to your clients, maintaining visibility into their businesses, and identifying opportunities before they arise, you'll help drive renewals, referrals, and long-term success.
Ready to Make an Impact?
If you're passionate about building relationships and helping small businesses grow, we'd love to hear from you.
Apply today and become the trusted advisor our clients count on.
