Odoo Crm Tutorial Jobs in Usa

Location: Remote/Hybrid – Fort Washington, PA

About Us

Nyman Associates is a leading educational staffing organization dedicated to connecting schools and districts with exceptional professionals who make a meaningful impact on students’ lives. We partner with public, charter, and private schools to provide high-quality staffing solutions that support academic success.

Position Overview

We are seeking a highly motivated and dynamic Business Development Manager to drive new partnerships and expand our footprint within the education sector. This role is ideal for a relationship-builder with a strong sales mindset, deep interest in education, and a passion for winning new business.

The ideal candidate is engaging, articulate, strategic, and thrives in a goal-oriented environment.

Key Responsibilities

• Identify, prospect, and secure new business opportunities with school districts, educational institutions, and related organizations
• Build and maintain strong relationships with key decision-makers (Superintendents, Directors, Principals, HR Leaders)
• Conduct consultative sales meetings to understand client needs and present customized staffing solutions
• Own the full sales cycle: outreach, discovery, proposal, negotiation, and contract close
• Collaborate with recruitment and operations teams to ensure seamless client onboarding and service delivery
• Maintain accurate pipeline and activity tracking in CRM
• Meet or exceed monthly and quarterly sales targets
• Represent the company at conferences, networking events, and industry functions

Required Qualifications

• 3+ years of business development, sales, or account management experience
• Experience working in or selling to the education sector (school districts, higher education, or educational services)
• Strong communication and presentation skills – well-spoken, confident, and persuasive
• Proven ability to problem-solve and think strategically
• Highly self-motivated, driven, and competitive with a strong desire to win
• Comfortable with cold outreach and relationship-based selling
• Excellent time management and organizational skills

Preferred Qualifications

• Experience in educational staffing, recruiting, or workforce solutions
• Existing relationships within school districts or educational organizations
• Familiarity with CRM systems and sales pipelines

What We’re Looking For

This role is perfect for someone who is:

• Engaging and charismatic – builds rapport quickly
• Highly driven – motivated by goals, growth, and results
• Consultative – listens first and sells solutions, not products
• Entrepreneurial – takes ownership and thrives with autonomy
• Resilient – comfortable with rejection and persistent in pursuit of success

Why Join Us?

You’ll be part of a mission-driven organization making a real difference in education while building a high-impact sales career. This is an opportunity to grow with a company that values performance, innovation, and meaningful partnerships.

Sanford Rose Associates – Executive Recruiter

Location: Dallas, TX (In office position)

We are seeking an experienced Executive Recruiter with a proven track record of success in the Landscape industry or as an experienced Recruiter specializing in this field. As a key team member, you’ll proactively identify and engage with high-caliber candidates, foster strong relationships with clients, and play a critical role in partnering industry leaders to build exceptional teams. If you’re driven, resourceful, and eager to grow in your career, we want to hear from you!

Qualifications:

• Experience: 3-5 years in the landscape industry OR 2-4 years as a recruiter is preferred.
• Recruiting for: middle management and up (examples: Business Development Managers, Production Managers, Licensed Architects and Designers, Division and Operations Managers, as well as other Sales roles.
• Ability to work in office Monday – Friday in Dallas, TX.
• Skills: Exceptional communication, relationship-building, and organizational skills.
• Proactivity: Self-motivated and able to work independently while thriving in a team environment.
• Technology: Proficient with CRM tools (Crelate experience preferred) and Microsoft Office Suite.
• Growth Mindset: Eager to expand your expertise and take ownership of your career growth.

Roles and Responsibilities

Client Management

• Collaborate with clients to understand their hiring needs, company culture, and position requirements.
• Conduct job intake calls to gather detailed role specifications and establish a strategic hiring plan.
• Serve as a trusted advisor, providing market insights and recommendations to optimize recruitment efforts.
• Maintain regular communication with clients to provide updates, feedback, and support throughout the hiring process.
• Ensure client satisfaction by delivering candidates and an exceptional recruitment experience.

Candidate Management

• Develop and execute custom sourcing strategies to attract top talent in the landscape industry.
• Screen, interview, and evaluate candidates to align with client needs and expectations.
• Create and update standardized resumes, ensuring candidates present their skills effectively.
• Provide coaching and guidance to candidates throughout the recruitment process, from application to placement.
• Build and maintain a strong talent pipeline through relationship building and proactive outreach.

Recruiting Team Collaboration

• Partner with team members to share insights, strategies, and best practices to drive recruiting success.
• Leverage CRM tools (Crelate preferred) to track candidates, manage job openings, and drive team performance.
• Actively participate in team meetings and brainstorming sessions to improve processes and outcomes.
• Support team initiatives by contributing to recruiting projects and client deliverables.
• Foster a collaborative and supportive work environment, ensuring the team’s overall success.

Pella is seeking a Brand Ambassador to plan and manage on-site events at the Auburn Hills Showroom. This role manages the day-to-day responsibilities of the showroom. The Brand Ambassador embodies the Pella brand and focuses on the customer experience. In this role you will have a variety of responsibilities including scheduling sales appointments with qualified customers, creating social media content, developing and managing on-site events that drive traffic. The Brand Ambassador will keep track of weekly metrics including traffic to showroom and number of sales appointments created. This full-time position works on-site at our state-of-the-art Pella Showroom in Auburn Hills, MI. Schedule is Monday - Friday 9am - 5pm and one Saturday a month 9-2pm.

What Pella has to Offer:

• Medical, dental, and vision
• Health savings and flex spending plans
• Employee Assistance Program
• Company paid life insurance
• Company paid short/long term insurance
• 401k plus company match
• Paid holidays
• Paid time off
• Tuition reimbursement
• Professional development

Responsibilities/Accountabilities includes the following, but not limited to:

• Displays and/or demonstrates product in the assigned location and/or at home shows, using samples, digital tools and/or collateral, emphasizing features and benefits of Pella products.
• Answers and accurately directs customer calls for both internal and external customers by asking leading questions and pre-qualifying. Sets proper customer expectations regarding the Retail Replacement process.
• Qualifies call-in and walk-in customers to set sales appointments for Outside Sales Representatives.
• Inputs and maintains accurate information in lead management software (ACE/CRM). Capture traffic leads and appointments.
• Ensure displays are properly working and repairs are requested and completed in a timely manner.
• Support the planning and organizing of EC Events and attend as appropriate. Ability to work weekend and evening hours.
• Comfortable interacting with architects/designers, builders/contractors and homeowners.
• Execute social media creation and posts.
• Maintains strong knowledge of all products, systems and processes, and stays up to date with competitive information.
• Ability to address or direct customer questions and concerns to the appropriate internal departments.
• Willingness to travel to other showrooms for coverage if needed.
• Maintain the required level of office supplies, literature, and product samples for EC function and Sales Representatives based on market needs.
• Maintains showroom for cleanliness and neatness to ensure a favorable and hospitable setting for all customers, including but not limited to: dusting, cleaning windows, taking out garbage.
• Meets company safety requirements by keeping work area neat and clean, following all company safety policies and procedures, and reporting any safety concerns.

Skills/Knowledge

• Energetic personality
• Skilled at relating to and supporting a variety of customers
• Strong organizational, time management and problem-solving skills
• Self-starter, demonstrates a strong work ethic and responsiveness to customer needs
• Able to work with details, complexity and follow through
• Creates a sense of trust and reliability with internal and external customers, leads by example
• Able to maintain open and effective communication with cross functional teams
• Works collaboratively with customers and Pella team members
• Eye for detail and appreciation of design
• Adaptable to changing processes and priorities
• Works well without close supervision, but always keeps their manager informed

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Must have High School Diploma or GED. AA or Technical degree preferred, 0-2 year’s customer service, or general business experience preferred. Prior experience as a Showroom Specialist and/or knowledge of general construction applications and terminology and/or window and door applications or components is desirable, but not required.

Language and Communication Skills

Ability to read and analyze documents related to contracts and work documents. Ability to write reports and business correspondence. Ability to verbally present information and respond to questions from customers, managers, and the general public.

Professional Skills

Must present a clean and neat physical appearance and strictly abide by company dress code serving as a role model for other employees, customers, and visitors.

Reasoning Abilities/Mathematical Skills

Ability to solve practical and arithmetic problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to perform calculations using units of money, time, measurement, etc. Ability to calculate figures and amounts such as proportions, percentages, area, length, width, height, and depth. Ability to apply basic concepts of algebra, geometry and general business math.

Computer Skills

Proficiency with Microsoft® Word, Excel, Outlook and Power Point software applications and will be expected to develop proficiency with Pella’s proprietary software (PQM, ACE, CRM, PSI, etc.).

Physical Demands

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Time commitment required of this position will vary with the seasons.

At Strategic Wealth Designers (SWD), we are a full-service financial firm specializing in assisting individuals who are near or in retirement. We pride ourselves on fostering a collaborative and close-knit environment, and we are looking for a new team member who can complement our team’s values and culture.

We’re seeking an experienced, patient, organized, and efficient individual who is excited to contribute to the success of our business. The right person will exceed expectations and develop strong, lasting working relationships with our growing team. If you bring a positive attitude to work each day and are motivated by personal and professional growth, we would love to hear from you.

Job Description:

This is not your traditional event planning role. We’re seeking a Client Engagement Program Coordinator – a strategic, results-driven professional with strong organizational instincts, a sharp focus on execution, and a passion for driving business success through sales. This role is heavily sales-focused and execution-driven: you’ll be responsible for executing client-facing events and implementing client engagement initiatives that support lead conversion and overall revenue growth. You’ll bring energy and precision to every event while keeping the end goal – driving business impact – at the center of all you do.

Who you are:

• You thrive in a high-performance sales culture and understand how exceptional program execution drives pipeline and revenue.
• You take pride in delivering measurable results.
• You’re highly organized, a natural communicator, and confident managing cross-functional initiatives.
• You understand the impact of each touchpoint and continuously look for ways to improve client and prospect experiences.

Responsibilities/Tasks:

As an Onsite Event Coordinator, you’ll be the heartbeat of our in-person programs, ensuring every detail is just right. Here’s a taste of what you’ll do:

• Execute all logistical components of SWD’s client-facing programs (retirement workshops, & educational dinners, client appreciation events)
• Partner with sales and marketing teams to drive qualified appointment bookings through strong communication, follow-up workflows and timely outreach
• Make reminder calls for events in a welcoming, friendly manner
• Provide phone coverage for our phone lines
• Screen registrants for events
• Handle confirmation calls and emails for events
• Oversee setup and execution of events each month
• Coordinate and follow up on each event with the rest of the marketing team
• Handle pre-work, set-up and post-event work for company events
• Input all prospective appointments into CRM calendars and websites and email appointment information to prospective clients
• Input, update and track client journey stages; maintain detailed prospect interaction records; support marketing with data accuracy and reporting.
• Complete monthly marketing inventory tracking
• Handle preparation/coordination for educational events that will take place across the country
• Work cross-functionally with advisors, operations and marketing to ensure program alignment with firm-wide objectives.
• Be willing to help in another department as needed
• Assist other marketing efforts in other cities as needed
• Support with handling various “shared” email inboxes
• Support with Wine and Wisdom event research and coordinating
• Travel to and manage 3-4 client-facing events monthly (up to 8 evenings/month), acting as a key SWD ambassador on-site.
• Deliver consistent, premium experiences aligned with SWD’s brand values across all touchpoints.

Qualifications:

• Bachelor’s degree or equivalent work experience in program management, sales operations, events or marketing.
• Experience in financial services or professional services is strongly preferred.
• 1-2 years in a sales, program coordination or client success environment.
• Strong proficiency in Microsoft office and CRM systems (Salesforce and HubSpot strongly preferred)
• Willingness to work evenings, travel for national events and maintain a flexible schedule.

Position Details:

• Location: 5181 Natorp Blvd., Mason, OH 45040
• Commitment: Monday through Friday, 40 hours per week, with a flexible schedule around events. You’ll work up to 8 nights a month, typically until about 9 PM.
• Compensation: Hourly range is $27.88 to $29.81, plus a generous benefits package.

Want to Experience the Fun?

Check out our over-the-top experiences at /Careers. From company trips to exceptional opportunities, we’re confident you’ll find that we’re unlike any company you’ve ever worked for before!

• Manage a high volume of inbound calls from existing and prospective customers
• Identify customer needs and recommend appropriate products or services
• Upsell and cross-sell solutions to drive revenue and meet sales goals
• Provide accurate information while delivering a positive customer experience
• Update customer accounts and maintain detailed records in CRM systems
• Collaborate with team members to meet and exceed individual and team sales targets
  
  

• High school diploma or GED required
• Strong verbal communication and interpersonal skills
• Sales-driven mindset with the ability to overcome objections
• Comfortable working onsite, Monday through Friday, near Aurora
• Basic computer proficiency and experience using CRM or sales tools
• Previous inside sales, call center, or customer service experience preferred but not required
  
  

• Work Model: Onsite
• Location: Naperville
• Compensation: $17.25/hour + uncapped commission
• Benefits: LaSalle Network contractors may enroll in medical, dental, and vision insurance
  
  

LaSalle Network is an Equal Opportunity Employer m/f/d/v.

All assignments are at-will and their duration is subject to change.

Job Title: Vice President, Order Management & Customer Service

Location: PA

Reports To: Chief Operating Officer (or Chief Customer Officer)

Position Overview

The Vice President of Order Management & Customer Service is a senior operational leader responsible for overseeing the end-to-end customer order lifecycle and enterprise-scale customer service operations across a multi-brand organization. This role leads geographically dispersed teams and multi-unit call center operations while ensuring a seamless customer experience from order placement through fulfillment, delivery, returns, and post-purchase support.

This executive will drive operational excellence through data-driven decision making, analytics, KPI management, and process optimization, ensuring that order management and customer service functions support revenue growth, customer satisfaction, and operational efficiency. The role will also be responsible for improving critical operational metrics such as backorder rate, return rate, order accuracy, and service response times.

The ideal candidate is a strategic leader with deep experience managing large-scale customer service organizations and enterprise order management systems, with a proven track record of building high-performing teams and delivering measurable improvements in customer experience and operational performance.

Key Responsibilities

Enterprise Leadership

• Provide enterprise-scale leadership over Order Management and Customer Service functions across multiple brands and business units.
• Lead large, geographically dispersed teams including multi-site and multi-unit call center operations.
• Establish organizational structure, staffing strategies, and leadership development programs to support business growth.
• Foster a customer-first culture while driving accountability for performance, service quality, and operational efficiency.

End-to-End Order Lifecycle Management

• Oversee the complete customer order lifecycle, including order capture, order processing, fulfillment coordination, backorder management, delivery tracking, returns, and issue resolution.
• Ensure cross-functional alignment with supply chain, merchandising, logistics, ecommerce, retail, and finance teams.
• Drive improvements in order accuracy, processing speed, and fulfillment efficiency.

Customer Service Operations

• Lead enterprise customer service strategy across phone, email, chat, and digital support channels.
• Oversee multi-site call center operations, ensuring consistent service standards and scalable support capabilities.
• Implement best practices for workforce management, quality assurance, and service training.

Analytics & Performance Management

• Establish and manage a robust KPI framework to monitor operational performance and customer satisfaction.
• Lead the use of advanced analytics and reporting to drive data-based decisions and continuous improvement.
• Track and optimize key operational metrics, including:
• Backorder rate
• Return rate
• Order accuracy
• First-call resolution
• Customer satisfaction (CSAT)
• Net Promoter Score (NPS)
• Service response and resolution times
• Call center productivity metrics

Operational Excellence

• Identify and implement process improvements, automation opportunities, and system enhancements within order management and customer service platforms.
• Partner with technology teams to optimize CRM, ERP, OMS, and call center platforms.
• Lead initiatives to improve scalability, cost efficiency, and service quality.

Cross-Functional Collaboration

• Partner closely with Supply Chain, Ecommerce, Retail Operations, Finance, and IT to align customer service and order management strategies with business goals.
• Act as the operational voice of the customer, identifying trends and insights that inform product, fulfillment, and service improvements.

Qualifications

Experience

• 12–15+ years of leadership experience in Order Management, Customer Service, Customer Operations, or related functions.
• Proven experience managing enterprise-scale customer service organizations and large call center operations.
• Experience leading geographically dispersed teams across multiple locations and brands.
• Strong background in order management systems and end-to-end order lifecycle management.
• Demonstrated success improving operational KPIs including backorder rates, return rates, and service performance metrics.

Skills & Expertise

• Enterprise operational leadership
• Multi-unit call center management
• Order management and fulfillment processes
• Advanced analytics and KPI-driven management
• Customer experience strategy
• Process improvement and operational efficiency
• CRM, OMS, ERP, and call center technology platforms
• Organizational leadership and team development

Leadership Competencies

• Strategic thinker with strong operational execution skills
• Data-driven decision maker
• Ability to lead and inspire large teams across multiple locations
• Strong cross-functional collaboration and stakeholder management
• Customer-centric mindset with a focus on continuous improvement

Education

• Bachelor’s degree in Business, Operations, Supply Chain, or related field required
• MBA or advanced degree preferred

Airoom, a nationally recognized leader in the residential Design & Build field since 1958, specializes in home additions, kitchens. Interior and exterior, remodeling and new custom home construction, is seeking a Customer Success Manager to interact and support its customers through their remodeling and building journey. The company is committed to delivering exceptional value and fostering long-term partnerships with its customers.

Job Summary

The Client Relationship Manager role will focus on ensuring that customers achieve their desired outcomes, maximizing satisfaction and retention, and building strong relationships. Responsibilities include guiding onboarding, helping with transitioning through architecture, development and construction, addressing concerns, advocating for customer needs and directing service and warranty. The ideal candidate should be passionate about customer success with strong relationship management, problem-solving, and communication skills.

Key Responsibilities

• Relationship Management: Serve as the main contact for a customer portfolio, building relationships with stakeholders and understanding customer goals.
• Customer Success & Value Realization: Lead onboarding, develop success plans, and educate customers on the process.
• Retention & Expansion: Monitor customer health to identify risks and strategies for retention, identify upsell/cross-sell opportunities, and collaborate with sales on renewals and expansion.
• Advocacy & Collaboration: Advocate for customer needs internally, collaborate with other teams for a cohesive approach, and resolve customer concerns.
• Data & Insights: Monitor key success metrics, analyze usage data, and create reports on customer outcomes.
• Issue Resolution & Service Oversight: Oversee and ensure the timely resolution of punch lists, service requests, and warranty claims from initiation to completion.
• Team Leadership: Lead and manage the service team, consisting of 1–2 field technicians.
• Customer Success Platform Experience: Schedule service activities and follow up consistently through our CRM system to ensure accountability and client satisfaction.
• Evaluate opportunities to increase customer satisfaction, expansion, and retention
• Work cross-functionally with Sales, Production and Marketing to ensure customers have the full power of Airoom behind them

Required Skills and Qualifications

• 10+ years of client-facing and client success experience in a service based B to C business involving project based, high-value, longer sales cycles. This position is not suited for transactional or product-based sales and service environments. Our typical client engagement spans 12–18 months and involves residential design/build projects ranging from $100K to over $3M. Proven success in managing long-term relationships for 100 or more concurrent clients and guiding clients through extended decision-making and project deliverables processes is essential.
• Service oriented and a problem solver when addressing concerns.
• Excellent problem-solving and critical-thinking abilities.
• Solid organizational and time management skills.
• Proficiency in CRM and customer success platforms.
• Ability to apply technological solutions to business problems.
• Ability to influence stakeholders.

Preferred skills and qualifications

• Bachelor’s degree in business, marketing, communications, or a related field with relevant certifications.
• Familiarity with enterprise systems and customer feedback tools.
• Experience with post-sale client support, warranty management, or service operations.

Full Benefits Package: Medical, Dental, Vision, Life, 401K, Short Term Disability, Long Term Disability, On-Site Fitness Center and Paid Vacation.

To learn more about Airoom, please visit our website at: Type: Full-time

Work Location: In person

Client Services Coordinator

Artemis Solutions is partnering with a respected wealth management firm to find a Client Services Coordinator who will play a key role in delivering an exceptional client experience.

This position is ideal for someone who enjoys working with people, thrives in a professional environment, and takes pride in creating a welcoming and organized office experience. You will be the first point of contact for clients, helping ensure every interaction reflects the firm’s high standards of service and professionalism.

If you are detail-oriented, dependable, and enjoy supporting a team while providing outstanding client service, this could be a great opportunity to grow your career within the financial services industry.

What You’ll Do

Client Experience & Front Office Leadership

• Serve as the first point of contact for clients both in person and by phone
• Greet clients warmly and ensure every visit is professional and welcoming
• Manage incoming calls and route client requests appropriately
• Coordinate and schedule appointments, including calendar management for the President/CEO
• Prepare meeting spaces and ensure clients feel comfortable during their visit
• Maintain an organized, polished front office environment

Administrative & Operational Support

• Provide administrative support to advisors and internal staff
• Maintain accurate client records within the firm’s CRM system
• Assist with document preparation, scanning, and filing
• Prepare materials for client meetings and presentations
• Monitor and order office supplies
• Support daily office operations to ensure efficiency and organization

Tax Season Support (January – April 15)

• Assist with scanning, sorting, and organizing tax documentation
• Support administrative processes related to tax return preparation
• Maintain accuracy and attention to detail during high-volume periods

What We’re Looking For

• High school diploma required; Associate’s or Bachelor’s degree preferred
• Previous experience in administrative support or client service roles
• Financial services or professional office experience is a plus
• Strong Microsoft Office skills (Outlook, Word, Excel)
• Experience with CRM systems preferred
• Ability to learn and utilize tax software systems

Key Skills

Excellent customer service (in person and phone)

Strong communication and interpersonal skills

High attention to detail

Ability to multitask in a fast-paced environment

Professionalism and discretion with confidential information

Dependable, proactive, and organized

Compensation & Benefits

Salary Range: $50,000-$60,000 based on experience

4 weeks of PTO plus paid holidays

Health insurance

Retirement Plan with Company Match

Career growth within a well-established wealth management firm

Supportive, team-oriented culture

Schedule

Monday – Thursday: 8:00 AM – 4:30 PM

Friday: 8:00 AM – 1:00 PM

Join Us:

If you're ready to embark on a fulfilling journey with a supportive team dedicated to excellence and work-life balance, apply now to become part of our growing family at Artemis Solutions. Your future awaits in the vibrant city of Danville, where professional success and personal fulfillment converge!

To learn more, please contact Artemis Solutions directly. All inquiries will remain confidential.

About debra of America

The Dystrophic Epidermolysis Bullosa Research Association of America (debra of America) is the nation’s leading nonprofit organization dedicated to improving the lives of individuals and families affected by Epidermolysis Bullosa (EB), a rare and often devastating genetic disorder that causes the skin to blister and tear from the slightest friction. For more than four decades, debra of America has funded innovative research, supported families with critical care services, and served as a national advocate for increased awareness, access to treatment, and the pursuit of a cure. The organization exists to provide the means to cure, care for, and champion those impacted by EB, working toward a future where no individual suffers from this disease. Guided by compassion for families, scientific rigor, integrity, collaboration, and a sense of urgency, debra of America partners with clinicians, scientists, donors, and volunteers nationwide to accelerate breakthroughs and deliver hope.

Position Summary

The Director of Development is a senior fundraising executive responsible for leading and growing all philanthropic revenue for debra of America. Reporting to, and working in close partnership with the Executive Director, the Director of Development will design and execute a comprehensive national fundraising strategy that deepens donor engagement, strengthens infrastructure, and significantly increases contributed revenue across all sources.

Duties and Responsibilities

• Provide strategic leadership and vision for all fundraising activities, establishing short- and long-range goals that strengthen a culture of philanthropy across debra of America.
• Develop, implement, and continuously refine a comprehensive annual fundraising plan encompassing major gifts, annual giving, corporate and foundation partnerships, grants, sponsorships, and planned giving.
• Personally manage and grow a portfolio of high-capacity donors and prospects, overseeing the full donor lifecycle including identification, qualification, cultivation, solicitation, stewardship, and recognition.
• Partner closely with the Executive Director and Board of Directors to maximize relationships, support peer-to-peer fundraising efforts, and deepen donor engagement nationwide.
• Direct all aspects of the development operation, ensuring revenue targets are achieved or exceeded, departmental budgets are effectively managed, and fundraising performance is measured through clear metrics and reporting.
• Collaborate with the Director of Special Events to ensure all signature events and sponsorship programs deliver strong revenue results and meaningful stewardship experiences.
• Build and oversee a comprehensive grants strategy, including prospect research, proposal development, reporting, and compliance with funder requirements.
• Strengthen organizational infrastructure by evaluating potential transition to a subsidiary foundation model, ensuring adherence to ethical fundraising standards, and optimizing the use of CRM and fundraising systems.
• Serve as an active member of the senior leadership team, mentoring and developing staff, contributing to organization-wide strategy, participating in administrative call systems, and performing other duties as assigned.

Candidate Qualifications

• Minimum of 7+ years of progressive fundraising leadership experience, preferably within a national voluntary health or mission-driven nonprofit organization.
• Proven track record of securing five- and six-figure gifts and building successful major gifts programs.
• Demonstrated experience leading comprehensive development programs across major gifts, annual giving, corporate and foundation relations, grants, and special events.
• Strong strategic planning, budgeting, analytical, and performance-management skills.
• Exceptional relationship-building and communication abilities with donors, board members, volunteers, and executive leadership.
• Systems-oriented mindset with experience leveraging CRM platforms and fundraising technology to drive results.
• Ability to thrive in a fast-paced, entrepreneurial, and mission-driven environment.
• Bachelor’s degree desired; CFRE or advanced degree preferred.
• Willingness to travel approximately 15–20%and work in a home-based role with preference for candidates located in or near Boulder, Colorado.

Salary: $150,000 plus performance bonus.

POLICY AND RECRUITING AND PLACEMENT

The Batten Group and debra of America are equal-opportunity employers committed to the principles of non-discrimination in the workplace. Candidates will not be discriminated against on the basis of age, race, creed, color, religion, sex, sexual orientation, national origin, disability, marital status, or any other basis that is prohibited by federal, state, or local law.

Title: VP, Customer Experience & Success

Location: USA (Bay Area preferred)

Reports to: President

Team Size: 50+ (CS, Professional Services, Support, CS Ops)

Company: Milestone Inc.

About Milestone:

Milestone Inc. is a leading Digital Experience Software and Services company focused on AI-first discovery, personalization, and conversion across all digital touchpoints. Our platform enables brands to be visible in search engines and AI answer engines through structured data, entity intelligence, and AI-driven orchestration.

We serve complex, multi-location enterprises across hospitality, banking/financial services, and MarTech-driven organizations, operating a hybrid SaaS + Services business model at scale.

VP - CS Role Overview:

Milestone is seeking a strategic, revenue-oriented VP of Customer Experience & Success to own retention, expansion, partnerships, and customer outcomes across a global customer base.

This is a revenue-adjacent executive role, accountable for GRR, NRR, churn reduction, expansion ARR, payback period, and customer lifetime value—not just customer satisfaction.

The VP - CS will design and operate a modern, AI-powered Customer Success engine, spanning onboarding through expansion, while leading distributed teams across the US, India, Canada, and Mexico.

Problems We Are Looking to Solve:

The VP - CS will be entrusted with solving systemic, enterprise-level challenges including:

• Lifecycle execution challenges across onboarding, adoption, renewal, and expansion
• Limited predictability in churn risk, renewals, and expansion forecasting
• Scalability and repeatability in CS playbooks
• Fragmentation across SaaS + Services delivery models
• Underutilization of AI and automation in CS workflows
• Weak executive-level customer relationships in complex verticals

Key Responsibilities:

1. Strategic Customer Success & Revenue Ownership

• Own and improve GRR, NRR, churn, expansion ARR, CLV, and cohort health
• Operate and forecast a multi-million-dollar global book of business
• Design and run end-to-end scalable and repeatable lifecycle playbooks:
• Onboarding → Adoption → Value Realization → Renewal → Expansion
• Establish a rigorous operating cadence:
• QBRs, executive reviews, health scoring, churn risk models, expansion pipelines
• Directly align CS outcomes with Company OKRs and board-level metrics
• Own the creation of systematic, built-in expansion engines so that customers adopting the Milestone product stack have defined, automatic ARR growth year over year.

2. Global Leadership & Operating Rigor

• Lead and scale 60+ global team members across CS, PS, Support, and CS Ops
• Implement clear playbooks, SLAs, escalation models, and governance
• Drive tight cross-functional alignment with Sales, Product, Marketing, Engineering, and Delivery
• Lead change management for:
• New processes
• Pricing & packaging shifts
• AI-enabled workflows and tooling

3. MarTech, Hospitality & Banking Domain Leadership

• Bring deep expertise in MarTech ecosystems:
• CDPs, CRMs, personalization, attribution, ABM, campaign orchestration
• Demonstrate direct experience serving hospitality and banking / financial services clients:
• Translate platform capabilities into vertical-specific business outcomes
• Act as an executive partner to CMOs, CDOs, Heads of Digital & Loyalty

4. AI, Automation & CS Technology Leadership

• Deploy AI-driven Customer Success capabilities, including:
• Predictive health scoring
• Churn and risk signals
• Automated play triggers & next-best-action systems
• Renewal and expansion forecasting
• Drive automation across the CS stack:
• CRM, ticketing, in-app guidance, chatbots, knowledge bases
• Improve:
• Time-to-value
• CS productivity
• Margin and scalability
• Continuously evaluate and optimize AI tools across CS and MarTech ecosystems

5. Hybrid SaaS + Services Model Excellence

• Operate seamlessly across:
• Recurring SaaS (land-and-expand, usage-driven models)
• Services (projects, retainers, SOWs, campaigns)
• Define clear value, scope, and success metrics for blended offerings
• Partner with CS Ops / Rev Ops to standardize:
• Handoffs
• Capacity planning
• Margin and profitability tracking
• Replace hero-driven delivery with repeatable, scalable execution models

6. Executive, Entrepreneurial & Culture Leadership

• Bring an entrepreneurial mindset suited for ambiguity and scale
• Build a strong CS leadership bench in the Bay Area while leveraging global teams
• Demonstrate executive presence through:
• Board-level storytelling
• Strategic customer engagement
• Partner and ecosystem leadership
• Serve as a culture carrier, reinforcing:
• Ownership over activity
• Accountability over intent
• Customer obsession over internal comfort

Ideal Candidate Profile:

We are seeking a strategic, data-driven, and execution-focused CS leader who:

• Thinks in outcomes, revenue, and systems, not just relationships
• Operates comfortably with C-suite buyers in complex enterprises
• Understands SaaS economics and services margin deeply
• Can design scalable operating models and still drive execution
• Is equally credible with boards, customers, and frontline teams
• Strong learning mindset

Required Experience & Qualifications:

• 15–20+ years in SaaS, MarTech platforms, agencies, or high-growth B2B environments
• Proven VP or Sr Director experience owning retention and expansion outcomes
• Previous high growth/startup experience is must have
• Strong command of CS economics:
• GRR, NRR, churn, expansion, payback period, cohort health
• Deep exposure to hospitality and/or banking verticals
• Global leadership experience across multi-time-zone teams
• Bay Area presence preferred

Key Focus Areas (2026 Lens):

• Revenue retention and expansion predictability
• Lifecycle playbook standardization at scale
• AI-powered CS workflows and automation
• Executive-level customer partnerships
• Margin improvement across SaaS + Services
• Establishing and Growing Partnership /Agency Programs

KPI & Metrics Ownership:

• Gross Revenue Retention (GRR)
• Net Revenue Retention (NRR)
• Churn Rate (Logo & Revenue)
• Expansion ARR
• Customer Lifetime Value (CLV)
• Time-to-Value
• Renewal Forecast Accuracy
• CS Productivity & Margin
• Customer Sentiment (NPS / CSAT)
• AI Automation Adoption & Efficiency Gains

What Success Looks Like (First 12–18 Months):

• Measurable improvement in GRR, NRR, and churn reduction
• Globally adopted lifecycle playbooks
• Predictable renewal and expansion forecasting
• AI-driven CS workflows delivering efficiency gains
• Strong executive relationships across top accounts
• A scalable, high-performing global CS leadership team

Why Milestone:

• Founder-led, award-winning, AI-first platform
• Deep focus on GEO, AI visibility, and customer outcomes
• Opportunity to shape Customer Success as a true growth engine
• Certified Great Place to Work