Client Success Manager
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Job Summary
Thriving in a fast-paced, technical environment, the full-time remote Client Success Manager will manage client relationships, provide guidance on tool usage, and identify opportunities for revenue growth while ensuring client satisfaction and retention.
Key Responsibilities
- Build and maintain strong client relationships, acting as the main point of contact to enhance client experience
- Identify opportunities for additional services based on client feedback and monitor client SLAs to drive revenue
- Manage helpdesk inquiries and collaborate with internal teams to improve the client experience
Required Qualifications
- 3 - 5 years' experience in Client Success and/or Account Management
- Experience using client management software such as HubSpot or Salesforce
- Experience with project management software, such as Asana
- Familiarity with financial software such as Workiva, Caseware, or SAP
- Proficiency in the entire MS Office Suite, specifically Excel as a power user
Complete Job Description
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