Client Success Manager
About The Position
The Client Success Manager (CSM) owns the ongoing client relationship for mid-market accounts following handoff from the Onboarding Strategist, partnering with clients to deepen adoption, drive measurable value, and ensure Agility’s solutions remain embedded in their day-to-day communications workflows. Acting as a proactive strategic partner, the CSM monitors usage and engagement, delivers targeted enablement, and surfaces insights that help clients get more out of the platform over time. The CSM plays a critical supporting role in retention and growth by maintaining strong client relationships, providing usage data and insights, and advocating for the client internally. Working closely with Onboarding, Support, Account Management, Product, and Engineering, this role combines proactive client engagement, strategic consultation, and cross-functional coordination to deliver an exceptional mid-market client experience.
Requirements
- Post-secondary diploma or degree in Business, Communications, Marketing, or a related field.
- 3–5 years of experience in customer success, account management, or client services, ideally within SaaS, PR, or media intelligence.
- Proven experience managing a portfolio of mid-market clients through adoption and ongoing engagement.
- Strong understanding of PR workflows, media monitoring, and measurement tools.
- Exceptional communication and presentation skills; comfortable engaging with both day-to-day users and senior client stakeholders.
- Analytical and problem-solving mindset, with the ability to turn usage data into actionable recommendations.
- Highly organized, detail-oriented, and comfortable managing multiple client priorities in a fast-paced, global environment.
Nice To Haves
- Proficiency with CRM systems (Salesforce preferred) and customer success tools (e.g., Gainsight, ChurnZero) is an asset.
Responsibilities
- Take ownership of accounts post-onboarding, ensuring a smooth transition from the Onboarding Strategist and a confident, well-prepared client at handoff.
- Drive ongoing adoption and value realization, monitoring usage, identifying gaps, and proactively engaging clients to deepen their use of the platform.
- Deliver tailored enablement sessions, refresher training, new feature walkthroughs, and use-case workshops, to keep clients current and maximize long-term platform value.
- Conduct regular business reviews and check-ins, providing data-driven insights, best-practice guidance, and recommendations aligned to each client’s PR objectives.
- Proactively identify risks and opportunities, flagging churn signals early and surfacing expansion potential to Account Managers.
- Partner with Account Managers to support renewals and upsells through strong client advocacy, relationship stewardship, and shared account intelligence.
- Coordinate with the Support team on reactive issues to ensure visibility, continuity of client experience, and timely resolution of escalations.
- Collaborate cross-functionally with Product, Engineering, Onboarding, and Support to resolve issues and improve service delivery.
- Act as the voice of the client internally, providing structured feedback and insights to inform product, onboarding, and service enhancements.
Benefits
- Health & Dental benefits
- Employer Pension Contribution
- Employee Assistance Program (EAP)
- Career Development & Progression opportunities
- Paid Vacation and Sick days
- Flex Fridays in Summer
- Week off between Christmas and New Years'
- No Meetings Fridays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
