Client Success Manager
Job Summary
Serving as the strategic owner of a portfolio of approximately 15 enterprise clients, the full-time remote Client Success Manager will drive product adoption, manage renewals, and convert pilot programs into long-term partnerships to enhance client account value.
Key responsibilities:
- Execute strategic account plans to maximize revenue retention and prevent client churn
- Align clients on pilot success criteria and track performance metrics to convert pilots into long-term contracts
- Conduct Monthly and Quarterly Business Reviews to understand client needs and demonstrate measurable ROI
Required qualifications:
- 5+ years of experience in enterprise client success or account management within SaaS, fintech, or financial services
- Strong understanding of recurring revenue models and success in managing retention and expansion revenue
- Ability to interpret complex performance data and present value-driven recommendations
- Proven track record of leading cross-functional teams without formal authority
- Hands-on experience with Salesforce and client health monitoring platforms
Complete Job Description
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