Client Success Manager

Pereview Software • Dallas, TX

3d • Onsite

About The Position

Pereview Software is looking for a Client Success Manager to join their high-performing team. This role serves as the vital link between clients and internal teams to ensure clients are fully enabled across the Pereview platform. The Client Success Manager will build strong relationships across client organizations, gain a deep understanding of their business, and ensure a value-add partnership anchored by Pereview's technology solutions and products. This role is crucial for scaling the business through a high growth phase, ensuring client retention and adoption, and engaging collaboratively with clients.

Requirements

• 3+ years of experience in client success or account management roles.
• SaaS experience and mindset to scale our client base while maintaining strong client relationships.
• Clear and empathetic communication skills, both written and verbal with a client-first mindset.
• Ability to manage and resolve conflicts with clients.
• Ability to put clients first and ensure their success.
• Lead client-facing meetings and presentations with varying levels of attendees including executives.
• Proactively provide agendas prior to meetings and deliver post-meeting notes, assign tasks and follow-up items.
• Collaborate with adjacent functional teams.
• Experience with ticketing and CRM systems (e.g., Zendesk, HubSpot, Wrike, Jira, ServiceNow).
• Bachelor’s degree (business or finance preferred).

Nice To Haves

• Previous experience in a client-facing role with enterprise clients.
• Experience managing SaaS clients with complex integrations.
• Commercial Real Estate or Asset Management experience.

Responsibilities

• Manage a book of clients throughout their entire journey post-implementation.
• Continuously improve the process and methodology of proactively supporting live clients.
• Leverage product expertise and industry best practices.
• Own client outreach.
• Understand each client’s product usage.
• Partner with clients to adopt new features and functionality with each new Pereview release.
• Answer or facilitate answers to client questions.
• Drive multi-level adoption throughout each client by expanding the user base.
• Engage with clients to ensure the most efficient and ecstatic experience using products to drive their business outcomes.
• Collaborate with Pereview cross-functional teams.
• Proactively and routinely check-in with clients to discuss adoption related to their adoption plan, and identify reasons for under or overachievement.
• Identify trends related to low adoption and communicate them to Pereview leadership.
• Bring best practices from clients and the industry to the entire client base.
• Shadow Client Onboarding projects and other applicable Client Success functions to learn the full Client Experience.
• Gather and prioritize client feedback through various internal platforms, looking for pertinent trends and anomalies.
• Follow clients on LinkedIn, staying informed of their business dealings and commenting with Pereview support to their success.
• Travel to build face-to-face relationships with the client base at all levels of usage.
• Conduct regular check-ins, QBRs (Quarterly Business Reviews), and feedback sessions with clients to ensure continuous improvement and satisfaction.
• Manage situations requiring real-time solutions and set clear expectations on resolution plans.
• Escalate complex issues to engineering or technical teams while maintaining ownership of client communication.
• Build and sustain strong relationships with cross-functional departments.

Benefits

• Competitive salary.
• Health, Vision, and Dental benefits to fit your needs.
• 401k – 4% Company match.
• Discretionary bonuses.
• Discretionary Time Off – 3 weeks off annually.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level