About The Position

We are seeking a proactive and strategic Client Success Manager to drive adoption, retention, and growth for our B2B clients. In this role, you will serve as the primary point of contact, guiding clients through onboarding, adoption, and ongoing success while building trusted relationships with executive stakeholders and key decision-makers. You will collaborate closely with cross-functional teams, including Business Development, product, and operations, to identify upsell and expansion opportunities and ensure clients achieve measurable outcomes. Your insights and proactive management will directly impact client satisfaction, long-term partnerships, and revenue growth. This role thrives in a dynamic environment where relationship-building, problem-solving, and strategic thinking are critical. You will also monitor account health, conduct strategic reviews, and provide actionable recommendations to optimize the client experience and business impact.

Requirements

  • 4–7 years of experience in Customer Success, Account Management, or Strategic Client Services, ideally in B2B environments within legal, corporate, or professional services.
  • Proven track record of driving adoption, retention, upsell growth, and achieving/exceeding revenue targets.
  • Strong relationship-building and stakeholder management skills, with experience engaging executive-level contacts.
  • Ability to translate client goals into actionable plans, product solutions, and optimized processes.
  • Excellent communication, negotiation, project management, and problem-solving abilities.
  • Results-oriented self-starter with high accountability and collaborative mindset.
  • Proficiency with CRM systems (ideally Salesforce) and Microsoft Office Suite.

Nice To Haves

  • Familiarity with professional development, legal, or corporate services trends is a plus.

Responsibilities

  • Own post-sale client relationships, guiding onboarding, adoption, and long-term success.
  • Build trusted, strategic relationships with stakeholders across enterprise organizations, including C-suite executives and professional development managers.
  • Lead quarterly business reviews (QBRs), strategic check-ins, and reporting to reinforce client impact and identify opportunities.
  • Identify, qualify, and execute upsell and cross-sell initiatives to drive account growth and revenue expansion.
  • Collaborate with Business Development Managers and net-new sales teams to coordinate expansion strategies.
  • Manage CRM and client success platforms to track pipeline, account health, forecasts, and renewal activities.
  • Monitor client usage metrics, engagement, satisfaction, and risk indicators to mitigate churn.
  • Provide insights and feedback to inform product enhancements, service improvements, and account strategies.

Benefits

  • Competitive salary and performance-based incentives.
  • Comprehensive health, dental, vision, and life insurance plans.
  • 401(k) retirement savings with company contribution.
  • Generous paid time off, including vacation, sick, volunteer, and personal days.
  • Flexible work arrangements, including remote work options.
  • Wellness programs, including gym membership discounts and wellness initiatives.
  • Continuous learning opportunities, professional development, and mentorship programs.
  • Employee Assistance Program offering confidential counseling and support services.
  • Opportunities for career growth, advancement, and skill development.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

11-50 employees

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