Client Success Director, Salesforce Practice

Verndale • Boston, MA

52d • $150,000 - $200,000 • Remote

About The Position

This role can be in our Boston office or Remote for those outside of MA The Client Success Director (CSD), Salesforce Practice, leads a Client Success team within Verndale’s Salesforce practice and directly manages a portfolio of high-value accounts. The CSD is accountable for retention, profitability, and client satisfaction across their portfolio, while also providing leadership, coaching, and escalation support for the broader Client Success team. Partnering closely with the Practice Lead, Solution Consultants, and Delivery Leader within the Salesforce practice, the CSD ensures Verndale delivers measurable value and consistently strong client experiences.

Requirements

• Bachelor’s degree; advanced degree a plus.
• 8+ years’ experience in account management, client success, or consulting, with at least 3 years in a leadership role.
• In-depth experience and familiarity with the Salesforce platform ecosystem.
• Proven track record managing a $5M+ portfolio, including direct account ownership.
• Strong leadership and coaching skills, with experience managing client-facing teams.
• Excellent relationship management and executive communication skills.
• Commercial acumen: ability to manage contracts, renewals, and profitability.
• Experience collaborating with delivery/project management in a professional services environment.

Responsibilities

• Directly manage a portfolio of 5–10 accounts, owning client relationships, renewals, and expansion opportunities.
• Lead a Client Success team (CSMs and Coordinators) covering 10-15 accounts per CSM.
• Serve as senior relationship owner and escalation point for strategic accounts.
• Develop and maintain Client Success Plans and lead business reviews for direct accounts.
• Oversee development of Client Success Plans for accounts in portfolio.
• Partner with Practice Managing Directrors to ensure alignment on revenue, renewals, profitability, and client satisfaction across the portfolio.
• Set performance targets for renewals, retention, satisfaction, and margin contribution within the practice.
• Support CSMs in account planning, QBRs, and escalation management.
• Drive operational excellence in Client Success processes, including account health tracking, reporting, and renewals.
• Collaborate with Client Partners to ensure seamless transitions when Maintain

Benefits

• We offer regular training and professional development to move careers forward.
• Client and employee satisfaction are our two most important business metrics.
• We celebrate and champion diversity, equity, and inclusion.
• We offer generous paid company holidays, vacation, and paid sick time to every employee starting on day one.
• We provide top-of-the-line benefits including health, dental, vision, 401K, LTD, STD, Life Insurance, EAP, HRA and more.
• We support a healthy work/life balance.
• We are fully remote enabled and embrace the evolving definition of the workplace.
• Competitive compensation and comprehensive coverage for medical, dental, life, disability and a 401(k) savings plan are offered to all full-time employees.
• Ample company paid holidays and personal time off make having a work-life balance possible.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees