Customer Success Representative Jobs in Plano, TX
Customer Success Representative jobs in Plano, Texas are concentrated in the Legacy Business Park, Shops at Legacy, and along the 121 corridor, where technology, SaaS, and financial services companies maintain large regional offices. Employers hiring right now include LeadsOnline, CREEPER DEFEATER, and Tipalti. Find a role that fits below and apply directly.
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The Customer Success Director will lead our customer success function, ensuring customers effectively leverage LeadsOnline’s products and services to achieve their business objectives. You will develop strategies and processes that drive customer satisfaction through every phase of the customer lifecycle, facilitate long-term relationships, and promote retention. This is a full-time, exempt position based in our corporate office in Plano, TX, reporting to senior management.
What You’ll Do
As a Customer Success Director, you’ll play a key role in the strategies and processes that drive our customers satisfaction and retention.
Customer Success Strategy
- Develop strategies and processes that ensure customer satisfaction through all phases of the customer lifecycle
- Facilitate long-term customer relationships and design initiatives that promote retention
- Utilize data collection and feedback mechanisms to identify customer needs and challenges, and design high-level action plans
- Monitor and improve training and onboarding processes to ensure smooth product adoption
- Partner with customers throughout onboarding to drive early engagement and long-term success
- Continuously refine onboarding materials and processes based on customer feedback
- Ensure new customers understand and can effectively use LeadsOnline’s products from day one
- Build and lead a team of customer advocates focused on driving customer success outcomes
- Provide product training, coaching, and skill development to strengthen the team
- Establish clear goals, standards, and accountability for the customer success function
- Establish collaborative relationships with sales, product development, and other customer-facing functions
- Represent the voice of the customer in cross-departmental planning and strategy discussions
- Partner with product teams to relay customer feedback and influence the product roadmap
- Create functional strategies and specific objectives for the customer success sub-function
- Develop budgets, policies, and procedures to support the customer success infrastructure
- Monitor customer health metrics and key performance indicators, and report on customer success outcomes to senior management
- Must be a US Citizen
- Bachelor’s degree required
- 5+ years of managerial experience, ideally within a customer success, account management, or client services function
- Deep knowledge of customer success practices and solid knowledge of the overall organization’s products and services
- Proven ability to build, coach, and lead high-performing teams
- Strong track record of building collaborative relationships across sales, product, and other customer-facing teams
- Data-driven approach to identifying customer needs and designing action plans
- Excellent communication and relationship-building skills
As part of our comprehensive benefits package, LeadsOnline provides the following to eligible employees:
- Employee paid Medical, Dental, and Vision
- Generous paid vacation
- 401k with company matching
- HSA with employer contributions
- FSA
- Supplemental coverage such as accident, critical illness, hospitalization, life
- Short-Term and Long-Term Disability
- Parental Leave
Be part of a team where your work truly matters. Help law enforcement agencies serve their communities better while thriving in a supportive, mission-driven culture that values Service, Energy, Ownership, and People.
What You Can Expect From Us:
We serve with Energy, diligence, and persistence. We deeply believe the work we do makes a difference in the lives of our users, the communities they protect, and the victims they serve. Guided by Ownership, we continually push to make our products better and to make each other better.
At LeadsOnline, we take our work seriously but not ourselves. You’ll find joy, camaraderie, and fun in everything we do. That’s Service, Energy, Ownership, and People in action.
LeadsOnline is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics.
LeadsOnline maintains a drug-free workplace. The unlawful use, possession, or distribution of controlled substances or marijuana is strictly prohibited and will result in disciplinary action, up to and including termination.
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Who's Hiring
- LeadsOnline35

- CREEPER DEFEATER35C
- Tipalti18

- Tapcheck18

- Enseo18

Customer Success Representative Jobs in Plano: Frequently Asked Questions
How do I get a customer success representative job in Plano?
Focus your search on Plano's Legacy Business Park and the 121 corridor, where SaaS companies, fintech firms, and enterprise software providers concentrate their customer-facing teams. Candidates with CRM experience, strong written communication, and a background in B2B account management stand out most. Tailoring your resume to show measurable outcomes, like retention rates or onboarding completion, gives you a concrete edge in Plano's competitive tech-heavy market.
Which companies hire customer success representatives in Plano?
Employers hiring customer success representatives in Plano right now include LeadsOnline, CREEPER DEFEATER, and Tipalti, based on current listings on Migrate Mate as of August 2026. Plano draws a wide mix of enterprise software firms, healthcare technology companies, and financial services providers, all of which maintain dedicated customer success teams at their regional headquarters here.
Are there remote customer success representative jobs in Plano?
Yes, customer success representative work is well-suited to remote and hybrid arrangements because it is primarily communication and software-driven. About 50% of customer success representative openings tied to Plano are remote or hybrid as of August 2026, reflecting how broadly the city's tech employers have adopted flexible work policies. Enterprise SaaS roles in Legacy Business Park and along the 121 corridor tend to offer the most remote flexibility.
How can I get a customer success representative job in Plano with little or no experience?
The most realistic entry path in Plano is through a support or account coordinator role at one of the city's many SaaS or fintech companies, where internal promotion to customer success is common. Look for entry-level titles like customer support associate, onboarding specialist, or client services coordinator at Plano-based technology and healthcare IT firms. Familiarity with tools like Salesforce or HubSpot and a demonstrated ability to communicate clearly in writing will strengthen any application significantly.
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