Apply

Client Success Manager

Posted 2024-10-23

View full description

πŸ’Ž Seniority level: Manager, At least 4 years

πŸ“ Location: U.S.

πŸ” Industry: Marketing and Technology

🏒 Company: Drips

πŸ—£οΈ Languages: English

⏳ Experience: At least 4 years

πŸͺ„ Skills: LeadershipProject ManagementSalesforceCross-functional Team LeadershipTableauCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Requirements:
  • At least 4 years of experience as an Enterprise CSM or Enterprise Project Manager.
  • Adept with Microsoft Office suite and fast learner of Salesforce and Tableau.
  • Ability to translate complex ideas into actionable business insights.
  • Strong organizational and attention to detail skills.
  • Exceptional verbal and written communication skills, capable of building relationships at all levels.
Responsibilities:
  • Become an expert in Drips campaign strategy and best practices.
  • Guide clients in setting realistic goals and success measures for campaigns.
  • Deliver performance reporting and insights, partnering with Client Success Associate.
  • Own day-to-day client communication and build relationships with stakeholders.
  • Lead client performance calls and be the advocate for clients' needs.
  • Manage current-month revenue forecasting and review Client Health scoring.
Apply

Related Jobs

Apply

πŸ“ North America

🧭 Full-Time

πŸ’Έ 50000 - 80000 USD per year

πŸ” Health & Fitness

  • 2-4+ years of client success/account management or similar experience in a coaching services industry or digital marketing agency.
  • 1+ years of experience in digital marketing including webinars, funnels, ads, and social media.
  • Strong organizational skills to manage a heavy client load.
  • Experience in a fast-paced or growth-minded environment.
  • Trustworthy and consistent team player.
  • Certification or study under coaching influencers is a plus.

  • Conduct onboarding calls with new clients to ensure clarity and focus.
  • Guide clients through the program via 1:1 and group calls.
  • Update CRM with client notes to track progress and identify challenges.
  • Engage in private community to assist clients with issues.
  • Attend team and client success meetings.
  • Submit weekly reviews to solve problems and review KPIs.

LeadershipProject ManagementBusiness DevelopmentData AnalysisProduct ManagementBusiness developmentData analysisCommunication SkillsAnalytical SkillsCollaborationProblem SolvingCustomer serviceAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingDocumentationCoaching

Posted 2024-11-21
Apply
Apply

πŸ“ Canada, USA, Australia, Europe, Philippines

🧭 Full-Time

πŸ’Έ 50000 - 80000 USD per year

πŸ” Health & fitness coaching

  • 2-4+ years of experience in client success, account management, or similar roles in the coaching services industry or digital marketing.
  • 1+ years of experience in digital marketing including webinars, funnels, and ads.
  • Comfortable working in a fast-paced, growth-oriented environment.
  • Strong organizational skills to manage a significant client load.
  • Ability to communicate effectively in English, as it is the first language.

  • Conduct onboarding calls with new clients to ensure clarity on starting steps.
  • Guide clients through the Program using 1:1 and group calls.
  • Update CRM with client progress notes and manage their engagement status.
  • Conduct renewal conversations before contract ends.
  • Engage in community interactions to support clients through challenges.
  • Attend various team and client success meetings.
  • Submit weekly reviews to assess performance and address issues.

LeadershipBusiness DevelopmentData AnalysisCross-functional Team LeadershipBusiness developmentData analysisGoCommunication SkillsAnalytical SkillsCollaborationProblem SolvingCustomer serviceMentoringNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingCoaching

Posted 2024-11-20
Apply
Apply

πŸ“ United States

🧭 Full-Time

πŸ” Life Sciences, Pharmaceutical, Medical Devices, Biotech

🏒 Company: ClinChoice

  • Bachelor’s degree in a technical or business field; advanced degree preferred (e.g., MBA, MS, PhD).
  • 5+ years of applicable business, sales, or consulting experience.
  • 2-3 years leading major programs for Global 1000 companies; consulting firm experience preferred.
  • Clinical, safety, or regulatory domain knowledge to understand client marketplace and business drivers.
  • Strong executive presentation and communication skills.

  • Cultivate and lead relationships with existing clients in pharmaceutical, medical devices, and biotech sectors.
  • Advise clients on strategic issues for long-term partnership.
  • Support sales activities and business expansion by engaging with clients.
  • Lead the coordination of RFP responses and client presentations.

LeadershipProject ManagementBusiness DevelopmentData AnalysisProduct ManagementProject CoordinationCross-functional Team LeadershipStrategyBusiness developmentData analysisGoCommunication SkillsAnalytical SkillsCollaborationProblem SolvingNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communication

Posted 2024-11-11
Apply
Apply

πŸ“ United States

πŸ” SaaS based e-Learning

🏒 Company: LRN Corporation

  • 2+ years in a customer-facing role, particularly in customer success, account management, or technical support for SaaS or technology companies.
  • Experience with CRM tools (e.g. Salesforce, HubSpot) and customer success platforms (e.g. Gainsight, Totango).
  • Good to have experience in Tech Touch or High-Touch Customer Success in SaaS or B2B environments.
  • Familiarity with customer success best practices (e.g. Net Promoter Score).
  • Experience with data analysis tools (e.g. Google Analytics, Tableau).
  • Strong passion for customer success and technology utilization.

  • Drive customer success at scale through digital engagement and low-touch interactions.
  • Manage a diverse portfolio of customers, ensuring they maximize value from the platform.
  • Analyze customer data to identify improvement opportunities.
  • Communicate effectively with customers and resolve challenges via digital touchpoints.
  • Collaborate with sales, product, and support teams to enhance customer experience.

Data AnalysisSalesforceGoogle AnalyticsTableauData analysis

Posted 2024-11-09
Apply
Apply

πŸ“ United States

πŸ” Financial technology

🏒 Company: K1X

  • 3-5 years of experience in Client Success, Account Management, or a similar role.
  • Previous experience in a startup environment is highly preferred.
  • Strong background in financial technology or enterprise-level tech companies.
  • Strong experience with client success software such as Gainsight and Hubspot.
  • Proven experience with deal-making, negotiations, and managing client relationships in a revenue-driven environment.
  • Ability to solve complex problems and provide data-driven insights.
  • Experience with data analytics tools, CRMs, or client reporting systems.
  • A growth mindset with a drive to advance in your career and adapt in a fast-growing company.
  • Excellent communication and interpersonal skills, with the ability to influence key stakeholders.

  • Serve as the primary contact for a portfolio of clients, ensuring they derive maximum value from our product.
  • Proactively manage client relationships, enabling maximum adoption, minimizing risk, securing retention and identifying areas for client growth.
  • Understand clients’ business goals and generate tailored success plans to optimize client ROI.
  • Lead negotiations and support the close of renewals and upsell opportunities.
  • Work closely with the sales team to identify and act on cross-selling opportunities.
  • Collaborate with the product and engineering teams to advocate for clients’ needs and provide feedback on product enhancements.
  • Monitor and analyze client data to ensure optimal usage and additional product engagement, providing actionable insights.
  • Solve complex business challenges by leveraging a deep understanding of both financial and technical systems.

LeadershipData AnalysisCross-functional Team LeadershipData analysisCommunication SkillsAnalytical SkillsCollaborationNegotiation

Posted 2024-11-07
Apply
Apply

πŸ“ US

🧭 Full-Time

πŸ’Έ 55000 - 70000 USD per year

πŸ” Marketing and technology for real estate

🏒 Company: Ylopo

  • Previous experience managing an assigned book of business in customer service, coaching, training, sales, or account management roles within a real estate environment.
  • Ability to provide specific examples of recommendations leading to upsell and cross-sell opportunities.
  • Experience working in fast-paced, dynamic environments.
  • Proactive and goal-oriented mindset.
  • Strong work ethic and consistent work habits.
  • Technical and organizational skills.
  • Ability to multitask and meet deadlines.
  • Strong written and verbal communication skills and attention to detail.
  • Positive demeanor and trustworthy character.
  • Initiative to see projects through to completion.
  • Understanding of real estate and related systems.
  • Undergraduate degree preferred.

  • Manage client relationships within an assigned book of business.
  • Identify and capitalize on upsell and cross-sell opportunities through strategic recommendations.
  • Communicate with clients via phone and email to provide high-level customer support.
  • Develop strong client relationships to enhance retention.
  • Address escalated issues and troubleshoot problems.
  • Follow up with clients to ensure satisfaction.
  • Collaborate with product support to resolve issues.
  • Proactively evaluate client health and schedule check-in calls.
  • Complete special projects and gain expertise in the product.
  • Collaborate with various teams on special projects.

Coaching

Posted 2024-11-07
Apply
Apply

πŸ“ USA

πŸ” Healthcare Benefits

  • Proven track record in client relationship management and consultation in the healthcare benefits segment.
  • 3-5 years of experience in employee benefits or insurance industries.
  • Excellent negotiation, collaboration, and listening skills.
  • Strong messaging, positioning, and presentation skills.
  • Project management skills with the ability to identify and manage goals.
  • Strong business and financial acumen with analytical skills.
  • Ability to prioritize under pressure.
  • Prior success in a fast-growing organization.
  • Willingness to travel up to 25%.

  • Establish and manage client relationships at multiple levels as a healthcare consultant.
  • Build relationships with consultants and brokers to enhance client value.
  • Work with Account Executives on upselling new product lines and client renewals.
  • Plan and influence interactions with clients and their brokers to achieve goals.
  • Ensure value delivery through performance management and service results.
  • Conduct semi-annual or quarterly meetings with clients.
  • Prepare and follow-up on annual planning sessions with clients.
  • Articulate the value story and track performance solutions.

Project ManagementData AnalysisData analysisCommunication SkillsAnalytical SkillsCollaborationNegotiation

Posted 2024-10-28
Apply
Apply

πŸ“ United States

🧭 Full-Time

πŸ’Έ 55000 - 65000 USD per year

πŸ” Digital marketing

🏒 Company: RYNO Strategic Solutions

  • 2+ years of account management experience in a digital marketing agency.
  • Experience driving revenue growth through upselling and cross-selling.
  • Excellent communication, presentation, and interpersonal skills.
  • Strong analytical skills, proficient in data analysis tools including Google Analytics and Google AdWords.
  • Experience with PPC and/or SEO strategies and various advertising platforms.
  • Proficient in Microsoft Office applications.
  • Strong work ethic and commitment to delivering results.

  • Develop and implement customized marketing plans aligned with client goals to drive revenue growth.
  • Cultivate strong relationships with clients to ensure satisfaction and retention, acting as a trusted advisor.
  • Analyze data from platforms like Google AdWords and Google Analytics to provide actionable insights.
  • Regularly meet with clients to review campaign performance and discuss strategic initiatives.
  • Collaborate cross-functionally with internal teams to ensure alignment with client goals.

Project ManagementData AnalysisGoogle AnalyticsData analysisGoCollaborationProblem Solving

Posted 2024-10-19
Apply
Apply

πŸ“ United States

🧭 Full-Time

πŸ” Public Safety

🏒 Company: ForceMetrics

  • 3+ years of experience in customer success or sales.
  • Demonstrated high-level communication skills to ensure client satisfaction and retention.
  • Proactive and able to work in a fast-paced team environment.
  • Experience using HubSpot CRM.
  • Must be a U.S. Citizen or Green Card Holder and able to pass background checks.

  • Help solve public safety and societal problems with your knowledge of the ForceMetrics platform.
  • Ensure early product understanding and customer adoption through in-person and virtual training.
  • Apply customer-centric strategies to enhance operational efficiency, ROI, and customer engagement.
  • Represent ForceMetrics at industry events and conferences.

LeadershipBusiness DevelopmentData AnalysisProduct ManagementCross-functional Team LeadershipStrategyBusiness developmentData analysisCommunication SkillsAnalytical SkillsCollaboration

Posted 2024-10-19
Apply
Apply

πŸ“ Contiguous US

🧭 Full-Time

πŸ’Έ $140,000 - $160,000 per year

πŸ” Learning and development

🏒 Company: FranklinCovey

  • 7+ years of experience in training and talent development at organization or division level.
  • 3+ years in client-facing consulting role with executive/senior leaders and/or multiple stakeholders/workstreams.
  • 3+ years of account or project/program management experience.
  • Excellent communication and presentation skills.
  • Proficient with Zoom, Teams, PowerPoint, and Outlook applications.
  • Demonstrated ability to manage multiple projects and priorities.

  • Onboarding new clients effectively, ensuring a smooth transition and rapid time to first value.
  • Build strong client relationships focused on driving results and demonstrating value.
  • Conduct regular business reviews to review performance metrics, gather feedback, and identify opportunities for other subscription utilization and expansion.
  • Monitor client health and engagement to proactively identify and address potential issues before they impact satisfaction.

LeadershipSalesforceSharePointProduct DevelopmentStrategyPresentation skills

Posted 2024-10-16
Apply