Client Success Manager I

POS360•Thousand Oaks, CA

4d•$28 - $34•Onsite

About The Position

The Client Success Manager I is pivotal in driving long-term client satisfaction and success through strategic engagement and proactive service. This role focuses on monitoring a growing portfolio of clients’ overall health, conducting account wellness screenings and business reviews, analyzing profitability, and addressing service-related inquiries. The primary goal is to ensure your clients achieve their objectives and realize maximum value from our services.

Requirements

Bachelor’s degree in Business Administration, Marketing, or a related field preferred.
Minimum 3 years of experience in client services or account management, with a proven track record of enhancing client satisfaction and profitability or at least 1 year as POS360 Client Support Representative
Proficiency in CRM software, Microsoft Office, and other digital productivity tools.
Strong analytical skills to conduct profitability analysis and monitor account performance.
Excellent interpersonal and communication skills, capable of building strong client relationships.
Proactive problem-solver with a keen ability to identify and address potential issues before they escalate.
Teamwork skills, able to collaborate effectively with various internal teams.

Responsibilities

Regularly engage with newly onboarded clients to strengthen loyalty and trust in the services provided for the lifetime of the account.
Act as the dedicated point of contact providing high-touch services, strategic guidance, and white-clove attention
Manage new accounts as they join by maintaining consistent service quality and engagement across clients
Partner with our internal Implementation Success Specialist to support their efforts with new accounts in the first 90- day
Conduct periodic assessments to gauge client satisfaction, identify potential issues, and recommend improvements.
Monitor account performance to ensure clients are utilizing services to their full potential.
Provide personalized recommendations based on wellness screening findings to enhance client success.
Ensure timely end-to-end completion of client activations.
Perform quality assurance checks across all activations to maintain service standards.
Collect and verify required documentation to meet target activation timelines.
Deliver training sessions for new clients upon activation completion.
Compile key account metrics and financials to support the Level II team in conducting comprehensive profitability analyses.
Shadow Level II’s to understand how we identify client revenue drivers, efficiency gains, and financial growth areas.
Help draft summary materials and performance decks that communicate optimization strategies to clients.
Gain hands-on exposure to industry benchmarks, pricing dynamics, and client financial modeling to prepare for Level II responsibilities.
Serve as the primary point of contact for client service inquiries, ensuring issues are resolved timely and professionally.
Collaborate with internal teams to address complex account-related issues and ensure overall client satisfaction
Perform additional tasks and responsibilities as assigned by management