Client Success Manager New Nashville (Hybrid)

Built Technologies • Nashville, TN

281d • $65,000 - $75,000

About The Position

We are seeking a Client Success Manager (CSM) to support our Essential clients in a one-to-many model. This role is ideal for someone who is passionate about helping clients succeed, eager to grow in a customer-facing role, and excited to work in a scalable, data-driven client success environment. You'll work closely with clients post-implementation to ensure ongoing value, deliver targeted outreach, and support adoption across key features. As a Level 1 CSM, you'll follow established playbooks and processes, receive guidance from experienced team members, and contribute to client outcomes across a portfolio of SMB and Mid-Market accounts.

Requirements

• 2+ years of professional experience in a client-facing role or demonstrated transferable skills.
• Strong analytical skills to interpret client data and develop actionable insights.
• Excellent written and verbal communication, time management, and organizational skills.

Nice To Haves

• 1+ years in a FinTech or SaaS environment is a plus.
• Familiarity with the construction industry, commercial real estate, or homebuilder finance is a plus.

Responsibilities

• Provide post-onboarding support for clients using standardized success playbooks.
• Monitor and drive product adoption of key stakeholders on key features through scalable training, webinars, and educational content.
• Execute one-to-many engagement strategies such as newsletters, webinars, office hours, and product discovery outreach to promote adoption and feature utilization.
• Create and maintain scalable resources (e.g., FAQs, how-to guides, onboarding materials) to address common client questions and improve self-service.
• Assist with basic business reviews to track progress, uncover opportunities, and support renewal readiness.
• Analyze client usage, activation, and health data to identify trends and guide proactive outreach.
• Conduct discovery for basic professional service needs and refer clients for deeper support (e.g., workflow reviews) when appropriate.
• Facilitate referral, testimonial, and marketing outreach activities across your portfolio.
• Collaborate with internal teams to share insights and enhance scalable processes.
• Maintain accurate and up-to-date client records in Salesforce and other internal systems.

Benefits

• Competitive compensation and benefits in a fast-growing company.
• Uncapped vacation, health, dental & vision insurance, and 401k.
• Robust compensation package including base salary and equity.
• Flexible working hours, paid family leave, ERGs & Mentorship opportunities.
• Learning grant program to support ongoing professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Publishing Industries