Client Success Manager

We are seeking a proactive and customer-focused Client Success Manager to build strong relationships with clients ensure successful product/service adoption and drive long-term customer satisfaction and retention. The ideal candidate will act as a trusted advisor to clients helping them achieve their business goals while identifying opportunities for growth and improvement.

Key Responsibilities

Serve as the primary point of contact for assigned clients ensuring a high level of satisfaction and engagement

Build and maintain strong long-term relationships with clients through regular communication and strategic support

Guide clients through onboarding implementation and ongoing use of products or services

Monitor client performance metrics usage trends and satisfaction levels to identify opportunities for improvement

Proactively address client concerns resolve issues and escalate complex matters when necessary

Collaborate with internal teams (Sales Product Support and Operations) to deliver seamless client experiences

Identify upsell and cross-sell opportunities aligned with client needs and business objectives

Develop and deliver reports presentations and business reviews to stakeholders

Gather client feedback and advocate for enhancements to products services or processes

Maintain accurate records of client interactions account status and performance metrics in CRM systems.

Required Qualifications

Bachelors degree in Business Administration Marketing Communications or a related field (or equivalent experience)

35 years of experience in client success account management customer support or a related role

Strong interpersonal and relationship management skills

Excellent communication presentation and problem-solving abilities

Ability to manage multiple client accounts and prioritize effectively

Proficiency with CRM tools (e.g. Salesforce HubSpot or similar platforms)

Analytical mindset with the ability to interpret data and make strategic recommendations.

Preferred Qualifications

Experience in a remote or distributed work environment

Background in SaaS technology healthcare or professional services

Knowledge of customer success metrics (e.g. churn rate retention rate NPS)

Work Schedule

Standard business hours (MondayFriday) with flexibility based on client needs. Occasional extended hours may be required for client meetings or project deadlines.

Benefits

Competitive salary or hourly compensation

Flexible work environment (remote/hybrid options)

Paid time off (PTO) and company holidays

Health dental and vision insurance

Retirement savings plan (e.g. 401(k) with company match)

Professional development and career growth opportunities

Equal Opportunity Statement

We are an equal opportunity employer committed to fostering a diverse and inclusive workplace.