Senior Client Success Manager

Origami Risk LLCSandy Springs, GA
9hHybrid

About The Position

Individuals in a Client Success Management (CSM) role are responsible for the end-to-end success of a portfolio of clients, ensuring strong adoption of the Origami platform and measurable business outcomes. Acting as strategic partners and trusted advocates, CSMs build relationships across client organizations - from day-to-day users to executive and economic buyers - to drive adoption, satisfaction, retention, and growth. CSMs proactively guide client goals internally, orchestrating cross-functional teams across multiple workstreams to deliver a seamless client experience. Through data-driven insights, industry expertise, and proactive communication, CSMs align internal teams and client stakeholders to foster long-term value realization.

Requirements

  • Bachelor’s degree in Business Administration, Risk Management, Insurance, Information Systems, Finance, or a related field, or equivalent practical experience.
  • 8+ years of experience in a client-facing Customer Success, Account Management, or consulting role within a SaaS organization.
  • Demonstrated ability to build and maintain productive client relationships.
  • Strong verbal and written communication skills, with the ability to tailor messaging to different audiences.
  • Proven ability to collaborate cross-functionally within a matrixed organization.
  • Strong organizational and time management skills, with the ability to manage multiple priorities.
  • Analytical mindset with the ability to interpret data, identify patterns, and draw insights.
  • Technical aptitude with the ability to learn and explain complex software solutions.
  • Client-first mindset with a focus on delivering measurable value and outcomes.
  • Comfort operating in a fast-paced, evolving environment.
  • Willingness to participate in virtual and in-person client engagements, including occasional travel.
  • Ability to maintain professionalism, discretion, and confidentiality.
  • Commitment to continuous learning and professional development

Nice To Haves

  • Demonstrated experience managing complex, high-value, or multi-stakeholder client accounts.
  • Proven ability to engage and influence senior leaders and executives.
  • Demonstrated capability to orchestrate internal teams with an overall client strategy.
  • Experience leading strategic success planning and value realization initiatives.
  • Strong change management and stakeholder alignment capabilities.
  • Ability to manage escalations and resolve complex issues diplomatically.
  • Demonstrated mentorship or coaching experience.
  • Strong experience in the risk/insurance industry or deep operational domain expertise relevant to assigned clients is strongly preferred.

Responsibilities

  • Serves as a primary point of contact for assigned client relationships, acting as a trusted advisor throughout the client lifecycle.
  • Builds and maintains strong relationships with client stakeholders across operational, managerial, and executive levels.
  • Understands client business objectives, success criteria, and organizational priorities to align Origami solutions accordingly.
  • Represents the client internally, ensuring their goals, challenges, and feedback are understood and addressed.
  • Drives adoption of Origami solutions by aligning product capabilities with client use cases and workflows.
  • Develops and maintains client success plans that define goals, milestones, and measurable business outcomes.
  • Tracks usage, engagement, and value metrics to assess client health and progress toward goals.
  • Leads business reviews (ie. QBRs/SBRs) to communicate value realized, progress against goals, and future opportunities.
  • Owns the client experience across onboarding, stabilization, adoption, and renewal readiness.
  • Partners with internal teams to ensure smooth transitions between lifecycle phases and continuity of client experience.
  • Supports renewal and expansion readiness by ensuring clients understand and realize the value of their investment.
  • Collaborates with Account Management on retention, growth opportunities, and long-term account strategy.
  • Proactively monitors client health indicators, sentiment, and usage trends to identify risks early.
  • Coordinates cross-functional resources to mitigate risks and resolve issues impacting client satisfaction.
  • Manages escalations with professionalism, clear communication, and accountability.
  • Ensures client expectations are aligned and appropriately managed throughout issue resolution.
  • Orchestrates internal teams including Support, Technical Account Management, Product, Training, Professional Services, and Account Management to deliver client outcomes.
  • Provides clear context and prioritization to internal teams when coordinating client needs.
  • Synthesizes client feedback and enhancement requests and ensures they are documented and shared appropriately.
  • Partners with Product teams to communicate client needs, trends, and thematic insights.
  • Leads client meetings with clear agendas, outcomes, and follow-through.
  • Maintains accurate and up-to-date documentation related to client goals, risks, and engagement plans.
  • Communicates support tier usage, scope considerations, and constraints transparently when applicable.
  • Identifies opportunities to improve processes, playbooks, and client experience over time.
  • Maintains strong working knowledge of Origami modules relevant to assigned clients.
  • Applies industry and domain context to client conversations, recommendations, and success strategies.
  • Translates client workflows and challenges into product-aligned solutions and best practices.
  • Continuously builds knowledge of industry trends, regulatory considerations, and emerging client needs.

Benefits

  • Medical and Dental coverage available for employees, dependents, domestic partners, and spouses
  • Paid Time Off – Flexible options plus 10 paid company holidays where available
  • All full-time positions are hybrid, with many eligible to be completely remote
  • Fully Paid by Origami Risk – Vision insurance, Short & Long-Term Disability Insurance, and Basic Life Insurance
  • Generous family leave options—including adoption and foster care placements
  • Pre-Tax Savings Accounts – Flexible Spending Account, Health Savings Account, Commuter Benefits, Dependent Care Savings Account
  • Retirement Savings – 401(k) with company match up to 4%
  • Employee Assistance Program (EAP) – Confidential & Free support offered to colleagues facing personal or work-related complications
  • Education Assistance Program – to help colleagues pursue industry/role-specific certifications
  • Wellness Benefits – reimbursement program to invest in healthy habits as well as support better colleague productivity and stress management
  • Additional coverages available – Pet Insurance, Critical Illness Insurance, and Voluntary Life & AD&D coverage
  • Flexible PTO not available in California or the UK
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