The Client Success Manager will build and maintain strong client relationships by serving as the primary point of contact and trusted advisor for all client communication, support, and strategic partnership needs. This role involves leading recurring client meetings, managing follow-up actions, and proactively identifying opportunities to improve client satisfaction, retention, and account growth. The Client Success Manager will develop long-term client partnerships that deliver operational and financial value, while also identifying opportunities to optimize, retain, and expand business within existing accounts. Collaboration with cross-functional teams such as Operations, Product, Finance, and IT is essential to resolve service delivery issues, support contractual obligations, and ensure successful client outcomes. A strong understanding of product configurations, system functionality, and cross-service workflows is required to effectively support clients and troubleshoot issues. The role also oversees client onboarding, implementations, project execution, software releases, and UAT activities. Monitoring client performance, analyzing data, and communicating risks and recommendations are key responsibilities. Additionally, the Client Success Manager will support client account health through oversight of reporting, account reconciliation, invoice accuracy, and revenue recovery. Educating clients on product capabilities and best practices is crucial for driving adoption and long-term success. The position requires managing multiple priorities in a fast-paced environment with strong organizational, critical thinking, communication, and problem-solving skills. Maintaining knowledge of applicable legislation, regulatory requirements, and client contracts is also necessary. Travel up to 30-50% is expected for client meetings, onsite support, implementations, conferences, and relationship management.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree