Client Success Manager, Integrated Security

Transact Campus

84d

About The Position

As a Client Success Manager (CSM), you will serve as a strategic partner to our clients, driving product adoption, operational success, and long-term customer value. Working alongside the Account Executive (AE) specializing in the company’s Integrated Security portfolio, you’ll proactively influence client growth initiatives across your portfolio towards sales targets.

Requirements

• Experience in client success or account management roles, preferably in technology or integrated security.
• Strong understanding of solution architecture and product roadmaps.
• Proven ability to drive product adoption and operational success.
• Excellent communication and interpersonal skills.
• Ability to manage multiple accounts and projects simultaneously.

Nice To Haves

• Experience with CRM systems such as D365 or Netsuite.
• Familiarity with sales processes and transactional management.
• Background in the education, healthcare, or corporate markets.

Responsibilities

• Act as a trusted subject matter expert (SME), advising clients on solution architecture and product roadmap alignment based on their operational environment and strategic goals.
• Partner with AEs to execute joint account strategies that drive client success and revenue growth.
• Generate and manage short-cycle quotes for software, hardware, and service add-ons aligned with territory goals.
• Approve sales orders by validating pricing accuracy and contractual alignment with issued quotes.
• Provide real-time updates on order status, shipping, and resolve credit or return authorizations with minimal delay.
• Facilitate scope and solution calls (e.g., conversion, add-ons) when AE coverage is limited.
• Maintain complete and accurate client profiles and product information in CRM, ensuring integrity for sales reporting and forecasting.
• Drive upgrade campaign execution by understanding upgrade paths, coordinating with Support, and tracking client migrations.
• Promote product utilization through training recommendations, upsell discussions, and cross-sell of third-party integrations.
• Encourage client participation in webinars, regional events, and success programs to build loyalty and uncover new opportunities.
• Contribute to AE-led pipeline reviews, QBRs, and regional planning sessions to align strategies and share customer insights.
• Support the RVP and sales leadership in achieving regional quotas by aligning customer outcomes with business growth.

Benefits

• Employer paid Life Insurance / AD&D / Short-Term Disability Insurance.
• Voluntary Long-Term Disability Insurance / Term Life Insurance / AD&D.
• Access to FSA Plans & Commuter Benefit Plans.
• 401(k) Savings Plan with company match.
• Access to the Roper Employee Stock Purchase Plan.
• Paid Parental Leave Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees