Client Success Manager

ID Tech SolutionsLakewood, NJ
Onsite

About The Position

The Client Success Manager is the primary owner of the client relationship — responsible for day-to-day communication, account health, retention, and organic revenue growth within an existing client portfolio. This role blends the coordination and relationship management of a traditional Account Manager, the health-monitoring and churn-prevention focus of a Client Success Manager, and the revenue instinct of a Business Development Manager — all applied exclusively within the existing client base. The right person for this role is equally comfortable running a quarterly business review, spotting an upsell opportunity from a support ticket, and owning a client health score end-to-end. They do not chase new logos — they make existing accounts grow.

Requirements

  • 3+ years of experience in Account Management, Client Success, or a similar client-facing role
  • Demonstrated ability to manage a portfolio of accounts and drive retention
  • Experience identifying and closing upsell or expansion opportunities within existing accounts
  • Strong communicator with the ability to translate technical and operational topics for clients
  • Proficiency with CRM tools and health tracking platforms
  • Highly organized with the ability to manage multiple accounts and priorities simultaneously

Nice To Haves

  • Experience in managed services, SaaS, LaaS, or digital infrastructure
  • Familiarity with server environments, site migrations, or technical onboarding processes
  • Background working cross-functionally with technical, support, and delivery teams

Responsibilities

  • Serve as the primary point of contact for an assigned portfolio of clients
  • Conduct regular touchpoints and proactive check-ins to maintain strong relationships
  • Coordinate and facilitate Quarterly Business Reviews (QBRs) in conjunction with TAMs.
  • Manage escalations with awareness and professionalism — routing internally as needed
  • Own internal follow-ups to ensure client commitments are met on time
  • Own and maintain client health scores (CSAT, NPS, engagement signals)
  • Identify at-risk accounts early and lead churn prevention efforts
  • Build and manage structured feedback loops between clients and internal teams
  • Track client satisfaction trends and report on portfolio health regularly
  • Ensure clients are fully onboarded, activated, and realizing value from services
  • Identify and pursue upsell and cross-sell opportunities within the existing client base
  • Own Net Revenue Retention (NRR) targets — not responsible for net-new MRR from new clients
  • Recognize and develop expansion opportunities such as new server provisioning or additional site onboarding for existing clients
  • Build and manage an internal pipeline of account expansion opportunities
  • Collaborate with technical and delivery teams to scope and propose expansion solutions

Benefits

  • Health, dental, vision, 401k benefits
  • PTO and paid holidays.
  • Ongoing training and professional development in client success and growth strategies
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