Client Success Manager

Job Summary

Managing a portfolio of over 125 clients, the full-time Client Success Manager will engage with clients post-onboarding to enhance their experience with the OneView platform, ensuring satisfaction and retention while working remotely.

Key responsibilities

• Own a large client portfolio, including scheduling calls, sending follow-up notes, and conducting analysis
• Monitor client health and product utilization to support proactive engagement and retention efforts
• Develop and maintain in-depth knowledge of the OneView platform to provide training and support to clients

Required qualifications

• Bachelor's degree or equivalent experience
• 2-4 years of experience in Account Management, Client Success, Customer Service, or a related field
• Proficiency with desktop applications, particularly Excel
• Demonstrated customer relation skills and ability to handle stressful situations courteously
• Ability to learn web-based software and understand a SaaS model