Client Success Manager
About The Position
As a Client Success Manager at Invision, you’ll support one or more Vice Presidents of Client Success across client management and the sales cycle. You’ll nurture existing client relationships, contribute to prospective opportunities, advocate for clients, and partner with internal teams to bring projects to life, follow processes, and deliver programs that exceed expectations. The role involves managing day-to-day client needs and project requirements, priorities, timelines, deliverables, documentation, and financial tracking. You’ll collaborate with cross-functional teams and vendors or partners, maintain strong client relationships, support budgets and invoicing, and contribute to post-project reviews and continuous improvement. The position may be remote or hybrid, depending on location, and candidates must be based in the Central or Eastern time zones. Some travel is involved; business travel is reimbursed in accordance with federal and state guidelines.
Requirements
- A minimum of 1–3 years of experience in event or related industries in an account and/or sales support capacity.
- Strong project management and organizational skills.
- Clear and confident communication skills at all levels, internally and externally.
- Ability to collaborate with cross-functional teams and guide them toward success.
- An eye for process improvement and innovation.
- Passion for delivering exceptional client experiences.
- Candidates must be based in the Central or Eastern time zones.
Responsibilities
- Manage day-to-day client needs and ensure projects and programs run smoothly.
- Establish project requirements, priorities, and timelines, and track progress and deliverables.
- Document and share meeting notes, action items, and next steps.
- Collaborate with cross-functional teams across time zones and manage vendor and partner relationships.
- Build strong, long-term client relationships and coordinate program deliverables.
- Maintain project documentation, financial tracking, and regular status updates.
- Support financial processes, including budget reviews and invoicing.
- Contribute to internal and client-facing post-project reviews.
- Schedule and drive regular meetings with managers and account teams, providing timely reporting and feedback.
- Archive project elements in alignment with established procedures.
- Support special projects as requested by leadership.
Benefits
- Multiple medical plan options
- Dental plan options
- Vision plan options
- Flexible spending accounts
- 401(k) plan with company match
- Company-paid life insurance
- Company-paid disability insurance
- Profit-sharing opportunities
- Eligible employees may receive discretionary ESOP allocations
- Generous paid time off
- 12 annual company holidays plus a year-end office closure
- Milestone recognition program
- Family Leave Perks Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
