Client Success Manager
Job Summary
Leading a team of Client Success Managers, the full-time Manager of Client Success will oversee client portfolios, ensure exceptional service delivery, and drive client retention and growth in a fully remote environment.
Key responsibilities
- Lead, mentor, and coach a team of Client Success Managers to achieve performance goals
- Oversee client portfolios, ensuring high-quality service delivery and client satisfaction
- Partner with leadership to implement process improvements and monitor client health metrics
Required qualifications
- High school diploma or GED required
- 5+ years of experience in client service, customer success, or account management in the retirement industry
- 2+ years of people leadership experience in client-facing roles
- Demonstrated success in managing client retention and service delivery
- In-depth knowledge of the retirement plan industry; ASPPA/NIPA designations preferred or willingness to obtain
Complete Job Description
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