CLIENT RELATIONSHIP MANAGER II (328A121725)
About The Position
The Client Relationship Manager II will manage a portfolio of medium-complexity or strategic accounts, ensuring renewals, upsells, and client satisfaction. They will identify growth opportunities, drive product adoption, and act as a strategic advisor through health checks and business reviews. This role involves monitoring usage and sentiment, mitigating churn risks, and coordinating internal and client stakeholders to achieve deliverables. Additionally, they will prepare executive-level summaries and occasionally travel for on-site consultations and workshops. This position is suited for someone with 3–5 years of experience in customer success or account management, particularly with proven outcomes in growth and retention. The ideal candidate should be comfortable engaging with executive-level audiences, possess strong communication and facilitation skills, and have experience in program/project management. They should also be adept at balancing strategic and tactical responsibilities across multiple accounts. Key skills include technical fluency and competency-level product knowledge, enabling clear articulation of product capabilities and benefits. The candidate should have expertise in data-driven account planning, including usage analytics and risk management, as well as familiarity with public sector procurement and K–12 regulations. Strong executive communication, stakeholder alignment, and documentation skills are essential, along with the ability to influence cross-functional teams and maintain a consultative mindset.
Requirements
- 3–5 years of experience in customer success or account management, particularly with proven outcomes in growth and retention
- Comfortable engaging with executive-level audiences
- Possess strong communication and facilitation skills
- Experience in program/project management
- Adept at balancing strategic and tactical responsibilities across multiple accounts
- Technical fluency and competency-level product knowledge
- Expertise in data-driven account planning, including usage analytics and risk management
- Familiarity with public sector procurement and K–12 regulations
- Strong executive communication, stakeholder alignment, and documentation skills
- Ability to influence cross-functional teams and maintain a consultative mindset
Responsibilities
- Manage a portfolio of medium-complexity or strategic accounts
- Ensure renewals, upsells, and client satisfaction
- Identify growth opportunities
- Drive product adoption
- Act as a strategic advisor through health checks and business reviews
- Monitor usage and sentiment
- Mitigate churn risks
- Coordinate internal and client stakeholders to achieve deliverables
- Prepare executive-level summaries
- Travel occasionally for on-site consultations and workshops
Benefits
- Medical
- Onsite Health Center for employee and family
- Teledoc
- Dental
- Vision
- Health Savings Account
- Flexible Spending Accounts
- Short & Long Term Disability
- Life and ADD insurance
- Generous paid time off (PTO)
- Holiday pay
- Employee Assistance Program
- Matching 401k
- Employee Stock Option Plan
- Education Assistance
- Daily free lunch and beverages at our onsite restaurant
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
