Customer Relationship Advocate Jobs

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Are you an elite relationship builder and technical strategist who can serve as a trusted advisor to C-level executives? Empower leading organizations to transform their operations through enterprise orchestration. Appian Customer Success is obsessed with delivering exceptional customer outcomes and high-value business impact. Our Customer Success Management team acts as the primary catalyst for client growth, working in tight alignment with internal and external partners. We build deep, long-term relationships with leading global enterprises to ensure they maximize the value of our AI-Powered Process Automation platform. As a Customer Success Manager, you will serve as a premier strategic advisor to elite organizations. This role is vital right now because companies are rapidly scaling complex automated ecosystems. You will use your business acumen and technical aptitude to help clients unlock the full power of our advanced capabilities - including unified Data Fabric , robotic automation, and generative AI. By proactively mitigating delivery, adoption, and technical risks, you will enable clients to achieve flawless Enterprise-Grade Orchestration . This role is based at our HQ in McLean, VA. Appian was built on a culture of in-person collaboration, which we believe is a key driver of our mission to be the best. Employees hired for this position are expected to be in the office 4 - 5 days per week to foster that culture, ensure we thrive through shared ideas and teamwork, and maximize opportunities to connect with the exceptional people across Appian. Wh

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Technical Delivery Manager Are you a technical leader who thrives at the intersection of complex agile delivery, strategic account growth, and executive relationship building? Deliver high-impact digital transformations. Appian Customer Success is obsessed with ensuring our customers achieve remarkable business results through high-value technology engagements. The Delivery Management team is directly responsible for driving customer growth through deep technical expertise, trusted advisory, and demonstrated results. Working in close alignment with Appian Sales and Partners, we lead innovative implementations and turn complex corporate visions into scalable software solutions. As a Technical Delivery Manager (TDM), you will own two of Appian's most critical corporate objectives: orchestrating flawless software delivery and unlocking exponential account growth. This role is unique because it blends technical delivery mastery with strategic account management. You won't just oversee timelines; you will partner with architects, product designers, and client executives to manage large-scale enterprise programs powered by our AI-Powered Process Automation platform. This role is based at our HQ in McLean, VA. Appian was built on a culture of in-person collaboration, which we believe is a key driver of our mission to be the best. Employees hired for this position are expected to be in the office 4 - 5 days per week to foster that culture, ensure we thrive through shared ideas and teamwork, and maximize opportunities to connect with the exceptional people a

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the opportunity? Lead and enable successful program delivery through active engagement, collaboration, and accountability. This includes: Driving delivery excellence across teams by fostering a hands-on, solution-oriented culture. Acting as a bridge between technical and business stakeholders, ensuring alignment on goals, outcomes, and timelines. Championing the customer experience by anticipating challenges, resolving issues proactively, and ensuring smooth execution through all phases of delivery. Strengthening internal capability by mentoring and coaching team members, building shared understanding of our delivery model, and embedding best practices. Reinforcing Zafin’s commitment to partnership - with customers, internal teams, and ecosystem stakeholders - through collaboration, transparency, and technical credibility. Promoting continuous improvement in how we plan, communicate, and execute, at every stage What will you do? Program Leadership & Delivery Lead cross-functional teams (internal and customer) in end-to-end deliver

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Concierge Specialist IV on the Customer Experience team, you'll serve as a senior subject matter expert and relationship owner for Coinbase's highest-value customers. This team delivers world-class, personalized service to our most valued clients, ensuring they have a seamless experience across all Coinbase products. You'll own complex customer relationships end to end, mentor junior Concierge agents, and drive measurable improvements in satisfaction, retention, and product adoption. What you'll do: Own and deepen relationships with a portfolio of Coinbase's highest-value customers, serving as their primary point of contact and trusted advisor across all products and services. Lead resolution of complex, escalated customer issues by partnering cross-functionally with Product, Engineering, Compliance, and Operations to identify root causes and drive systemic fixes. Drive customer onboarding and product adoption by proactively educating clients on new features, staking, Coinbase One, and other value-added services tailored to their needs. Partner with CX leadership to identify trends, surface customer feedback, and shape process improvements that reduce friction and strengthen trust in Coinbase. Mentor and support junior Concierge agents on relationship management, issue resolution, and best practices, raising the overall quality bar for the team. Required Skills

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Concierge Specialist IV on the Customer Experience team, you'll serve as a senior subject matter expert and relationship owner for Coinbase's highest-value customers. This team delivers world-class, personalized service to our most valued clients, ensuring they have a seamless experience across all Coinbase products. You'll own complex customer relationships end to end, mentor junior Concierge agents, and drive measurable improvements in satisfaction, retention, and product adoption. What you'll do: Own and deepen relationships with a portfolio of Coinbase's highest-value customers, serving as their primary point of contact and trusted advisor across all products and services. Lead resolution of complex, escalated customer issues by partnering cross-functionally with Product, Engineering, Compliance, and Operations to identify root causes and drive systemic fixes. Drive customer onboarding and product adoption by proactively educating clients on new features, staking, Coinbase One, and other value-added services tailored to their needs. Partner with CX leadership to identify trends, surface customer feedback, and shape process improvements that reduce friction and strengthen trust in Coinbase. Mentor and support junior Concierge agents on relationship management, issue resolution, and best practices, raising the overall quality bar for the team. Required Skills

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the opportunity? Reporting to the Senior Vice President, the Senior Technology and Integration Services, the Integration Consultant will work in multiple client-facing projects to enable SaaS onboarding. You will act as the technical go-to person for SaaS onboarding and a thought leader on Zafin integration paradigms and its best practices across multiple cloud platforms. You will have ample opportunities to field your best communication, technical, and organizational skills to take a SaaS project from initiation to go-live. You will represent client interests internally to enhance process, product, documentation, and delivery experience. You will interact with senior technical leaderships on the client-side and present and align them with solution approaches. You will interact with multiple internal stakeholders to achieve alignment across various project goals and delivery targets. What will you do? Interact and collaborate with customers and partners to define the integration landscape.&n

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Concierge Specialist IV on the Customer Experience team, you'll serve as a senior subject matter expert and relationship owner for Coinbase's highest-value customers. This team delivers world-class, personalized service to our most valued clients, ensuring they have a seamless experience across all Coinbase products. You'll own complex customer relationships end to end, mentor junior Concierge agents, and drive measurable improvements in satisfaction, retention, and product adoption. What you'll do: Own and deepen relationships with a portfolio of Coinbase's highest-value customers, serving as their primary point of contact and trusted advisor across all products and services. Lead resolution of complex, escalated customer issues by partnering cross-functionally with Product, Engineering, Compliance, and Operations to identify root causes and drive systemic fixes. Drive customer onboarding and product adoption by proactively educating clients on new features, staking, Coinbase One, and other value-added services tailored to their needs. Partner with CX leadership to identify trends, surface customer feedback, and shape process improvements that reduce friction and strengthen trust in Coinbase. Mentor and support junior Concierge agents on relationship management, issue resolution, and best practices, raising the overall quality bar for the team. Required Skills

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Concierge Specialist IV on the Customer Experience team, you'll serve as a senior subject matter expert and relationship owner for Coinbase's highest-value customers. This team delivers world-class, personalized service to our most valued clients, ensuring they have a seamless experience across all Coinbase products. You'll own complex customer relationships end to end, mentor junior Concierge agents, and drive measurable improvements in satisfaction, retention, and product adoption. What you'll do: Own and deepen relationships with a portfolio of Coinbase's highest-value customers, serving as their primary point of contact and trusted advisor across all products and services. Lead resolution of complex, escalated customer issues by partnering cross-functionally with Product, Engineering, Compliance, and Operations to identify root causes and drive systemic fixes. Drive customer onboarding and product adoption by proactively educating clients on new features, staking, Coinbase One, and other value-added services tailored to their needs. Partner with CX leadership to identify trends, surface customer feedback, and shape process improvements that reduce friction and strengthen trust in Coinbase. Mentor and support junior Concierge agents on relationship management, issue resolution, and best practices, raising the overall quality bar for the team. Required Skills

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. Love our Customers is our #1 Value at Okta. The Okta Customer First Team lives and breathes this every day. A critical element of Okta’s strategy is helping our customers accelerate their time to value and expand their relationship with Okta. This is a key differentiator for Okta and we believe that all customers, large and small, deserve an exceptional experience and this assistance. When we do this well, our customers succeed and Okta succeeds by growing our renewal rates. The Success Insights Manager role is an exciting opportunity to help execute a scaled success strategy, providing exceptional, data-driven content that maximizes value for customers post-sale. You will execute digital success programs that involve designing and developing visually engaging and informative data-driven content tailored to our customers’ unique use cases that also scale effectively to meet the needs of our expanding customer base. This content will serve as powerful tools for our post-sales teams, including customer QBRs, automated delivery plans, and more, helping them demonstrate the value of Okta and drive product adoption among our largest customers. Your primary targets will include driving adoption and retention as well as the future growth of our customer base while saving time for customer-facing teams, including those who manage our largest book of accounts. You will be deep in the data, monitoring and optimizing your program

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀 We're looking for a Senior Technical Account Manager (TAM) to act as a strategic partner and trusted advisor to our customers, blending strong relationship management with a deep understanding of ClickUp’s platform and capabilities. This role sits at the intersection of customer success, solution strategy, and technical enablement, supporting long-term growth, adoption, and measurable business outcomes. TAMs own the complete post-sales customer lifecycle, from initial implementation and onboarding through ongoing managed services, strategic expansion opportunities, and driving meaningful impact on renewal outcomes across their book of business. This role requires an AI-native professional who actively leverages generative and agentic AI in their day-to-day work, bringing firsthand expertise to help customers unlock the full potential of intelligent automation. TAMs lead with a customer-first mindset, developing success plans, guiding onboarding and adoption, and ensuring stakeholders see continuous value throughout their lifecycle. While you’ll support technical initiatives like process optimization, workflow design, and AI enablement, you’ll also own the overall health, engagement, and strategic direction of your accounts. You’ll work cross-functionally with Sales, Product, and Support to align efforts and ensure each customer’s success story is long-term, scalable, and impactful. Technical Account Managers (TAMs) are responsible for delivering measurable value and driving meaningful business outcomes across their customer portfolio by focusing on: Customer Enablement & Onboarding: Guiding new tea

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What’s the opportunity? We are seeking a highly skilled Senior FinOps Analyst with deep expertise in Azure cloud financial management . This role is focused on integrating financial operations into Azure cloud environments, driving cost optimization, and providing strategic insights to manage Azure cloud spending effectively. The ideal candidate will have extensive experience in Azure cloud financial operations, cost forecasting, and reporting, with the ability to collaborate across teams to ensure financial accountability and maximize resource efficiency in an Azure-centric environment. What will you do? Lead Azure Cloud Financial Analysis and Cost Optimization: Take ownership of analyzing Azure cloud usage and spend. Provide detailed financial reports, forecasts, and actionable insights to reduce costs and optimize Azure resource allocation. Develop and Implement Azure-Specific FinOps Best Practices: Drive the adoption of FinOps practices tailored to Azure cloud operations. Work closely with Azure architects, engineering, and operations tea

About Energy CX: Energy CX is redefining the energy brokerage industry as the fastest-growing player in the US. By bringing cutting-edge technology, advanced analytics, and innovative solutions, we are disrupting a space that has operated in the dark for too long. Why Energy CX? Recession proof industry Entrepreneurial and ambitious culture with a great team oriented environment Fastest growing energy broker in the country Recognized by Fortune and Great Places to work US Named on Inc 5000’s list of America’s fastest growing companies Compensation Year 1 Expected Earnings → $80,000-$120,000 Title: Account Manager Energy CX is rapidly growing its customer success team and we are seeking Chicago-based professionals to work with the largest CRE firms and manufacturers in the country. About this Job We are looking for customer-facing individuals who will be responsible for renewing our existing customers and strengthening the relationship. Given that this is a growing team we are looking for an individual who is comfortable in a dynamic environment. The person for this job is a relationship builder and excellent communicator. Energy CX believes in obsessing over the customer experience. We are looking for people who understand the importance of this innately, and get excited about making customers happy. Objectives of this Role Retain logos while increasing net revenue Educate and set clear expectations with your customers. Extreme visibility / clarity for all customers is the goal Actively manage all customers to ensure their agreed upon success criteria are met Create lasting relationships with customers through in-person events (dinner, sporting events, coffee, etc.) To be successful in this role you are: Solution-oriented. Problems / Issues are viewed as opportunities, not obstacles Growth-minded: Able to zoom out and prioritize the long term over the short term Interested in learning about a complex industry and new customer bas

About Decagon Decagon is the leading conversational AI platform empowering every brand to deliver concierge customer experiences. Our technology enables industry-defining enterprises like Avis Budget Group, Block’s Cash App and Square, Chime, Oura Health, and Hunter Douglas to deploy AI agents that power personalized, deeply satisfying interactions across voice, chat, email, SMS, and every other channel. We’re building a future where customer experiences are being redefined from support tickets and hold music to faster resolutions, richer conversations, and deeper relationships. We’re proud to be backed by world-class investors who share that vision, including a16z, Accel, Bain Capital Ventures, Coatue, and Index Ventures, along with many others. We’re an in-office company, driven by a shared commitment to excellence and velocity. Our values — Just Get It Done, Invent What Customers Want, Winner’s Mindset, and The Polymath Principle — shape how we work and grow as a team. About the Team Decagon’s Agent Strategy team is a high impact group that shapes how customers use and gain value from our product. You will work alongside a sharp and collaborative team of ASMs who build best practices, guide customers through high value deployments and bring customer insight into product strategy. Together the team defines how we deliver value to enterprise customers and continues to evolve as the company scales. About the Role As a member of Decagon’s Agent Strategy team you will partner closely with customers to guide deployments, support adoption and ensure they have the tools and insight they need to achieve meaningful outcomes. You will work cross functionally with Product and Engineering to surface customer needs, solve challenges and help shape how our technology performs in real world environments. This role blends relationship management with hands on execution and is ideal for someone who thrives in a fast paced setting and wants to have a direct impact at a high growth

About us GoCardless, a Mollie company, is a global leader in bank payments. Over 100,000 businesses, from start-ups to household names, use GoCardless to collect, manage and send bank payments through Direct Debit, real-time payments and open banking. With US$130bn+ processed annually across 30+ countries, we handle recurring and one-off payments without the chasing, stress, or expensive fees. Our end-to-end payment platform also features AI-powered solutions to improve payment success and reduce fraud, alongside connections to over 350 platforms businesses use everyday. We are headquartered in the UK, with teams and operations spanning North America, Europe and Asia-Pacific. For more information, please visit www.gocardless.com and follow us on LinkedIn @GoCardless. Mollie is the leading payments and financial services partner for business, rooted in Europe, with global reach. The role GoCardless is the leading open banking payments network. We process payments for tens of thousands of businesses globally, from start-ups to household names, and we are growing fast. In ANZ, we work with some of Australia and New Zealand's most ambitious companies, and our Sales-led merchant segment is at the heart of that growth. We are looking for a Technical Account Manager (TAM) to join our ANZ Customer Success team. This is a new role, created to meet growing demand from Sales-led merchants who need expert technical support alongside their commercial relationship. You will work closely with our Customer Success Account Managers (CSAMs), serving as their technical counterpart throughout the merchant lifecycle, from integration and go-live to ongoing optimisation and expansion. The CSAMs own the commercial relationship; you own the technical one. Together, you make sure our merchants get the most out of GoCardless. What you will do: Technical relationship management Serve as the primary technical point of contact for a portfolio of sales-led merchants, building

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Are you looking to combine your passion for technology with your penchant for strategic problem solving? Appian Customer success is obsessed with great customer outcomes. We deliver mission-critical business impact fast, and are directly responsible for partnering with our customers to bring their best ideas to life. Joining the Customer Success team will provide you with the support and growth you need to strengthen and evolve your skills within the consulting field. Technical Delivery Managers (TDMs) are responsible for two of our most important company objectives: (1) ensure our customers achieve remarkable business results through technology engagements and (2) drive customer growth through technology expertise, trusted advice, relationships, and, most importantly, demonstrated results. TDMs manage and deliver innovative solutions built on the Appian platform for our customers, overseeing all aspects of agile delivery for Appian led engagements, including risk management and impediment removal. TDMs also team closely with front-line sales reps to drive growth in strategic accounts and integrated deals. TDMs engage in all aspects of driving results and growth at strategic accounts, including: project management, account management, relationship building (both customers and partners), financial management, opportunity qualification, problem identification, project/use case definition, demand generation, services positioning, and account strategy. All of these activities are performed in partnership with Appian Sales, Appian Partners, and oth