Client Engagement Manager - Software (Customer Success)

Everblue•Huntersville, NC

21h•Hybrid

About The Position

Everblue is seeking a Client Engagement Manager to serve as the primary relationship owner for assigned software clients. This role is ideal for someone who enjoys partnering closely with clients, translating business needs into actionable solutions, and working cross-functionally with product and engineering teams to deliver meaningful results. In this role, you will spend the majority of your time engaging with clients by leading discovery conversations, managing expectations, and ensuring successful implementation and ongoing use of Everblue’s software platforms. You will also help shape how client needs are prioritized and delivered within the product roadmap. About Everblue Everblue is a mission-driven, Veteran-owned small business focused on improving careers, strengthening government processes, and advancing energy market transformation through technology. We build software solutions that support digitization, certification management, and compliance-driven workflows. Our platforms, EverForms and EverCert, help organizations streamline complex processes while meeting regulatory and industry requirements. At Everblue, we value ownership, transparency, collaboration, and creative problem-solving. Our team members are empowered to take initiative, learn continuously, and make a real impact.

Requirements

Bachelor’s degree in Business, Information Systems, Computer Science, or a related field
3+ years of experience in client engagement, customer success, account management, or business analysis within a software or technical environment
Experience serving as a primary point of contact for clients
Ability to lead discovery conversations and gather requirements
Ability to translate business needs into actionable technical requirements
Working knowledge of software development lifecycles and agile methodologies
Hands-on experience using Jira for backlog management, sprint planning, or issue tracking
Strong written and verbal communication skills
Excellent organizational and prioritization skills
Proactive, customer-first, solutions-oriented mindset

Nice To Haves

Experience working in compliance-driven or regulated environments
Familiarity with SOC 2 or similar frameworks

Responsibilities

Serve as the primary point of contact for assigned software clients
Build trusted, long-term relationships with client stakeholders
Lead discovery sessions to understand client goals, workflows, and success metrics
Conduct regular client check-ins and status discussions
Manage expectations related to scope, timelines, priorities, and trade-offs
Translate client needs into clear business requirements, use cases, and user stories
Partner with Product and Engineering teams to clarify scope and feasibility
Advocate for client needs while balancing the overall product roadmap
Support sprint planning and backlog prioritization
Coordinate implementations, enhancements, and ongoing improvements
Work closely with the Product Owner and Technical Product Manager
Coordinate with internal teams to ensure alignment across initiatives
Identify risks, dependencies, or misalignment early and escalate as needed
Support operational projects connected to software deployments
Assist with tracking client-specific requirements related to SOC 2 compliance
Support documentation tied to client engagements and controls
Contribute to technical and functional sections of proposals and contracts
Perform basic system administration tasks for assigned clients
Manage user access, permissions, and account setup as needed