Client Success Manager

New Charter Technologies•Metairie, LA

About The Position

The Client Success Manager (CSM) plays a crucial role in building and maintaining strong relationships with our clients. CommTech is seeking a Client Success Manager (CSM) / vCIO to build and maintain strong client relationships while ensuring customers fully leverage our technology solutions and strategic IT services. This role serves as both a trusted advisor and primary point of contact for assigned clients, guiding technology roadmaps, strategic planning initiatives, and operational alignment to support long-term business success. The CSM / vCIO is responsible for client retention, satisfaction, and account growth while reinforcing CommTech’s commitment to delivering fast, simple, and quality IT solutions. The Client Success Manager / vCIO oversees customer engagement throughout the full client lifecycle, including strategic business reviews, technology recommendations, project coordination, and service alignment. This role partners closely with internal technical, operations, and leadership teams to ensure successful delivery of IT projects, adherence to budgets and timelines, and consistent communication across all stakeholders. The position acts as a liaison between clients and internal departments, ensuring a seamless service experience and proactive resolution of issues and risks. Success in this role requires strong business acumen, relationship management, project coordination, and communication skills. The ideal candidate is capable of translating technical concepts into business value while managing multiple priorities in a fast-paced MSP environment. This individual must proactively identify opportunities for operational improvement, service expansion, cybersecurity enhancement, and technology optimization while maintaining accountability for project execution, stakeholder communication, and long-term client success.

Requirements

Strong business acumen
Relationship management skills
Project coordination skills
Communication skills
Ability to translate technical concepts into business value
Ability to manage multiple priorities in a fast-paced MSP environment

Nice To Haves

3–5 years of experience in technology account management, project management, vCIO services, IT consulting, or IT sales.
Experience working within a Managed Services Provider (MSP) environment supporting multiple clients and technology initiatives.
Familiarity with IT infrastructure, cybersecurity best practices, cloud solutions, networking, VoIP, business continuity, and Fortinet technologies.
Experience utilizing platforms such as ConnectWise, Salesforce, or similar CRM and ticketing systems.
Bachelor’s degree in Business Administration, Information Technology, or a related field.

Responsibilities

Build and maintain strong client relationships through proactive communication, strategic planning, and ongoing account management activities.
Coordinate and manage IT projects from initiation through completion, ensuring timelines, budgets, documentation, and client expectations are consistently met.
Collaborate effectively with internal teams and client stakeholders to deliver technology solutions, resolve issues, and support operational excellence.
Oversee customer engagement throughout the full client lifecycle, including strategic business reviews, technology recommendations, project coordination, and service alignment.
Act as a liaison between clients and internal departments, ensuring a seamless service experience and proactive resolution of issues and risks.
Proactively identify opportunities for operational improvement, service expansion, cybersecurity enhancement, and technology optimization.
Maintain accountability for project execution, stakeholder communication, and long-term client success.