Client Success Manager

PerformLineMorristown, NJ
6d$70,000 - $98,000Hybrid

About The Position

PerformLine is looking for a Client Success Manager to join the team, servicing Enterprise customers. After you’re fully ramped up, you can expect to manage the ins and outs of a client's book of business, working alongside a Relationship Manager and closely with internal groups like product and technology.

Requirements

  • Client-focused mindset with the ability to think strategically and collaborate internally
  • Hands-on experience with client interaction in a B2B space
  • Confident in ability to learn new technologies quickly and completely
  • Experience with and comfortable exploring ways to use AI to help create efficiency and positive outcomes
  • Organized, detail-oriented, and an expert at multitasking
  • Energetic, engaging personality
  • Self-motivated team player who is comfortable in a fast-paced environment
  • Positive can-do attitude with the ability to thrive amidst ambiguity as needed
  • Default to thoughtful, humble, empathetic, respectful, and calm communication

Responsibilities

  • Be the voice of the client
  • Address program questions and respond to product and feature change requests
  • Provide support and training of our PerformLine platform
  • Schedule, estimate, and provide status reports
  • Manage a full book of business
  • Develop a fast rapport with customers to set clear expectations and maintain customer satisfaction and engagement
  • Maintain regular interactions with customers via phone, email, and in person
  • Help clients launch new products and be a strategic partner in gathering feedback to help inform the future road map
  • Analyze program performance metrics and make optimization recommendations to ensure compliance management objectives are met
  • Review assets across all PerformLine channels to ensure appropriate rule creation, application and scoring
  • Proactive outreach to customers to ensure programs are running properly on an ongoing basis
  • Identify, work, and partner with the RM team to close up-sell and cross-sell opportunities and secure multi-year renewals
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