Client Success Manager

Member Driven Technologies•Farmington Hills, MI

2d•$65,000 - $75,000•Hybrid

About The Position

The Client Success Manager acts as a navigator focusing on proactive guidance, measurable outcomes, and long-term relationship growth. By leveraging organizational expertise and cross-departmental collaboration, the Client Success Manager seeks to provide solutions and strengthens partnerships through consistent engagement.

Requirements

High school graduate or equivalent required.
Two (2) years of experience in client success, account management, or relationship management in a B2B environment (required).
Strong understanding of client success strategies.

Nice To Haves

Bachelor’s degree in Business, Marketing, or a related field preferred, or an equivalent combination of training and experience in Client Success Management required.
Background in financial services, fintech, or enterprise software/SaaS client engagement (preferred).
Demonstrated history of driving client retention, expansion, and satisfaction metrics.
Proven ability to collaborate cross-functionally and advocate for client needs within a complex organization.
Familiarity with financial services operations and technologies (Symitar, credit union or banking systems, etc.) preferred.

Responsibilities

Develop partnerships by understanding each client’s objectives, business strategies, and long-term goals.
Act as a navigator, providing insights and best practices to maximize the value of our services.
Monitor client engagement and satisfaction to anticipate needs and address risks before they escalate.
Identify opportunities for expanded adoption of services that align with client goals and deliver measurable results.
Support coordination between clients and internal teams to ensure alignment and timely delivery of solutions.
Communicate clearly and consistently with clients through visits, calls, email, and digital channels to ensure transparency and trust.
Partner with Product, Support, and other internal teams to champion client feedback and advocate for solutions that drive client success.
Keep leadership informed of client progress, challenges, and opportunities to ensure visibility and alignment.
Address client concerns with urgency and accountability, ensuring timely follow-up and lasting resolution.
Provide accurate and timely proposals, renewals, and agreements that support client objectives.
Maintain high levels of customer retention by fostering satisfaction, loyalty, and trust.
Document and share best practices, lessons learned, and success stories to strengthen internal knowledge.
Participate actively in team meetings, strategic planning, and professional development opportunities.
Promote goodwill and a positive image of the Company in all client and industry interactions.
Complete special projects assigned in support of client or organizational success.
Maintain a clean, organized, and secure work environment.
Demonstrate adaptability in supporting evolving client and business needs.