Client Success Manager

Great Falls, MT - USA

Monthly Salary: $ 60000 - 70000

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Details

Great Falls Office - Great Falls MT

Hybrid

Full Time

Up to 50%

Description

SALARY RANGE

$60000 - $70000

POSITION LOCATION

This position is eligible for a hybrid work arrangement. Currently 5 days of on-site work per month are required.

POSITION PURPOSE

The Client Success Manager acts as a navigator focusing on proactive guidance measurable outcomes and long-term relationship growth. By leveraging organizational expertise and cross-departmental collaboration the Client Success Manager seeks to provide solutions and strengthens partnerships through consistent engagement.

DUTIES & RESPONSIBILITIES

Develop partnerships by understanding each clients objectives business strategies and long-term goals.
Act as a navigator providing insights and best practices to maximize the value of our services.
Monitor client engagement and satisfaction to anticipate needs and address risks before they escalate.
Identify opportunities for expanded adoption of services that align with client goals and deliver measurable results.
Support coordination between clients and internal teams to ensure alignment and timely delivery of solutions.
Communicate clearly and consistently with clients through visits calls email and digital channels to ensure transparency and trust.
Partner with Product Support and other internal teams to champion client feedback and advocate for solutions that drive client success.
Keep leadership informed of client progress challenges and opportunities to ensure visibility and alignment.
Address client concerns with urgency and accountability ensuring timely follow-up and lasting resolution.
Provide accurate and timely proposals renewals and agreements that support client objectives.
Maintain high levels of customer retention by fostering satisfaction loyalty and trust.
Document and share best practices lessons learned and success stories to strengthen internal knowledge.
Participate actively in team meetings strategic planning and professional development opportunities.
Promote goodwill and a positive image of the Company in all client and industry interactions.
Complete special projects assigned in support of client or organizational success.
Maintain a clean organized and secure work environment.
Demonstrate adaptability in supporting evolving client and business needs.

EDUCATION & EXPERIENCE REQUIREMENTS

High school graduate or equivalent.
Bachelors degree in marketing business or a related field preferred or an equivalent combination of training and experience in Client Success Management required.
Two (2) years of experience in client success account management or relationship management in a B2B environment (required).
Background in financial services fintech or enterprise software/SaaS client engagement (preferred).
Demonstrated history of driving client retention expansion and satisfaction metrics.
Proven ability to collaborate cross-functionally and advocate for client needs within a complex organization.

REQUIRED KNOWLEDGE

Strong understanding of client success strategies.
Familiarity with financial services operations and technologies (Symitar credit union or banking systems etc.) preferred.

WORKING CONDITIONS

Special

No hazardous or significantly unpleasant conditions (such as in a typical office).
Up to 50% day/overnight in-state and out-of-state travel including possible weekend travel.
Additional hours including Saturday/Sunday support as required.
Long duration of computer workstation usage.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion transfer layoff and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks only incidentally related to each position have been excluded. Requirements skills and abilities included have been determined to be the minimal standards required to successfully perform the no instance however should the duties responsibilities and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Required Experience:

Manager

Job Details Great Falls Office - Great Falls MT Hybrid Full Time Up to 50% Description SALARY RANGE$60000 - $70000POSITION LOCATIONThis position is eligible for a hybrid work arrangement. Currently 5 days of on-site work per month are required.POSITION PURPOSEThe Client Success Manager acts as a nav...