Remoote.app

Work from anywhere. Start here.

JobsFree resume builderCompaniesLog in
Apply

Client Success Manager

Posted 3 months agoInactiveViewed

View full description

💎 Seniority level: Manager, 3-5 years

📍 Location: United States

🔍 Industry: Financial technology

🏢 Company: K1X👥 11-50LifestyleSporting GoodsTextilesSports

⏳ Experience: 3-5 years

🪄 Skills: LeadershipData AnalysisCross-functional Team LeadershipCommunication SkillsAnalytical SkillsCollaborationNegotiationAccount Management

Requirements:
  • 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.
Responsibilities:
  • 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.
Apply

Related Jobs

Apply
🔥 Client Success Manager - Ticketing Marketplaces
Posted 4 days ago

📍 United States

🧭 Full-Time

💸 143750.0 - 212500.0 USD per year

🔍 E-commerce

  • Bachelor’s degree
  • 6-8 years of enterprise B2B-client-facing experience
  • Knowledge of e-commerce
  • Excellent relationship management skills
  • Proficiency in Google Workspace
  • Lead and co-manage a portfolio of key B2B accounts
  • Implement proactive client management strategies
  • Analyze merchant performance and recommend revenue-driving programs
  • Promote marketing best practices
  • Collaborate cross-functionally to improve offerings

Project ManagementData AnalysisAnalytical SkillsClient relationship managementCross-functional collaborationStakeholder management

Posted 4 days ago
Apply
Apply
🔥 Associate Client Success Manager
Posted 25 days ago

📍 U.S.

🧭 Full-Time

🔍 Food technology

  • Passionate about sustainability and relationship development.
  • Detail-oriented and eager to learn.
  • Comfortable communicating with various stakeholders.
  • Willingness to learn new software systems and work with data.
  • Previous experience in account management or client success is a plus.
  • Assist in managing client relationships and support implementing and launching new programs.
  • Help coordinate client communications, gather and organize feedback.
  • Ensure smooth program operations alongside experienced CSMs.
  • Support ReusePass programs across campuses and assist in training sessions.

Data AnalysisProject CoordinationCommunication SkillsProblem SolvingAttention to detailTrainingClient relationship management

Posted 25 days ago
Apply
Apply
🔥 Associate Client Success Manager - Platform-on-Platform
Posted 25 days ago

📍 USA

🧭 Full-Time

💸 110000.0 - 175000.0 USD per year

🔍 Financial Technology

🏢 Company: Affirm👥 1001-5000💰 Post-IPO Equity about 4 years ago🫂 Last layoff about 2 years agoLendingFinancial ServicesPaymentsFinTech

  • Bachelor's degree.
  • 4-6 years of account management experience, ideally in financial technology.
  • Proven track record of managing diverse portfolios.
  • Excellent written and verbal communication skills.
  • Strong interpersonal skills with the ability to build rapport.
  • Self-motivated and proactive, able to work independently or in a team.
  • Comfortable managing multiple priorities in fast-paced environments.
  • Proficient in CRM software (e.g., Salesforce) and Microsoft Office suite.
  • Knowledge of marketing technologies and e-commerce preferred.
  • Previous one-to-many platform management experience is a plus.
  • Deliver a proactive client management strategy to encourage growth & retention with platform partners.
  • Help launch, scale, and grow signed partners through active partner management.
  • Identify upsell and cross-sell opportunities to enhance platform partnerships.
  • Conduct regular performance reviews and gather client feedback.
  • Ensure alignment between client goals and internal priorities.
  • Translate complex concepts into concise narratives for technical and non-technical audiences.
  • Partner with internal teams to create SOPs for platform management.
  • Stay updated on industry trends to anticipate client needs.
  • Engage cross-functional teams to grow Affirm’s platform footprint.
  • Demonstrate resourcefulness in changing environments.
  • Maintain thorough knowledge of company products and services.

Project ManagementSalesforceAccount ManagementClient relationship managementCross-functional collaborationCRM

Posted 25 days ago
Apply
Apply
🔥 Client Success Manager
Posted 26 days ago

📍 US

💸 90000.0 - 120000.0 USD per year

🔍 Renewable energy, utilities, grid services, cleantech / climate tech

🏢 Company: EnergyHub

  • Experience working in or with renewable energy, utilities, grid services or adjacent industries.
  • Proactive communication skills to describe complex topics succinctly.
  • Ability to build trust and maintain client relationships with a track record of success.
  • Project management skills with multitasking and deadline-oriented capabilities.
  • Analytical mindset and comfort with numbers and spreadsheets.
  • Experience in cross-functional team environments.
  • Be a Client Success advocate and project manager for program launches with clients and internal teams.
  • Serve as a trusted advisor to help clients achieve their goals and manage expectations.
  • Communicate effectively with stakeholders, facilitating meetings and presenting key results.
  • Develop product and service expertise to guide clients and support program success.

Project ManagementData AnalysisClient relationship management

Posted 26 days ago
Apply
Apply
🔥 Client Success Manager (US Remote)
Posted about 1 month ago

📍 AK, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

🔍 Healthcare Software Solutions

  • Leadership experience in customer success or a related field.
  • Strong strategy formulation and customer relationship management skills.
  • Experience in onboarding, training clients, and advocating for product enhancements.
  • Lead customer success strategies as the initial point of support for healthcare SaaS clients.
  • Gain deep understanding of product and customer base to enhance user experience.
  • Work collaboratively with leadership, product, and development teams.

LeadershipStrategyClient relationship managementChange ManagementCustomer SuccessSaaS

Posted about 1 month ago
Apply
Apply
🔥 Senior Client Success Manager
Posted about 1 month ago

📍 United States

💸 80000.0 - 90000.0 USD per year

🔍 Technology and services for local businesses

🏢 Company: Scorpion Enterprises, LLC

  • 2+ years experience with Marketing Pro Product.
  • Experience in building and maintaining email marketing, reputation, SMS, and direct mail campaigns.
  • Exceptional communication skills for understanding client needs and conveying information.
  • Client-centric approach with a passion for delivering exceptional experiences.
  • Proficiency in ServiceTitan Platforms for effective client onboarding.
  • Proactive engagement to keep clients informed and foster adoption.
  • Problem-solving skills to address client challenges.
  • Strategic onboarding and ongoing management and support of VIP clients using Scorpion’s Direct Marketing Services.
  • Designing and optimizing unique email, direct mail, and text campaigns to support VIP client marketing objectives.
  • Mastering ServiceTitan Marketing Pro software and building audiences within clients' ServiceTitan instances.
  • Editing, proofreading, and sometimes copywriting.
  • Collaborating with clients to develop campaigns aligned with onboarding strategy.
  • Tracking essential metrics and improving campaign results.
  • Reporting to the managerial team about campaign performance.
  • Identifying areas for improvement and providing feedback to leadership.
  • Enhancing client experience through innovation and proactive measures.

Data AnalysisProblem-solving skillsClient relationship managementEditingLead Generation

Posted about 1 month ago
Apply
Apply
🔥 Client Success Manager - Ticketing Marketplaces
Posted about 2 months ago

📍 USA

🧭 Full-Time

💸 110000.0 - 175000.0 USD per year

🔍 Travel and Ticket Marketplaces

🏢 Company: Affirm👥 1001-5000💰 Post-IPO Equity about 4 years ago🫂 Last layoff about 2 years agoLendingFinancial ServicesPaymentsFinTech

  • Bachelor’s degree with at least 5-7 years of enterprise customer-facing experience.
  • Experience in online ticket marketplaces and/or online travel industry preferred.
  • Knowledge of e-commerce preferred.
  • Excellent relationship management skills, with the ability to influence outcomes.
  • Excellent presentation and data organization skills, with proficiency in Google Workspace.
  • Experience in managing cross-functional projects with high attention to detail.
  • Strong written and verbal communication skills.
  • Excellent problem-solving and analytical abilities.
  • Previous new business sales experience is a plus.
  • Lead and co-manage a portfolio of key accounts to develop long-term business relationships.
  • Implement a proactive client management strategy to encourage retention and growth with our merchant partners.
  • Analyze merchant performance and recommend programs to drive revenue growth and deliver a measurable return on investment.
  • Promote marketing best practices and optimization strategies with our merchant partners.
  • Track and proactively share insights with internal and external stakeholders to build industry expertise and drive innovative strategy.
  • Collaborate cross-functionally across various teams to improve the Affirm offering for our merchants.

Project ManagementData AnalysisAnalytical SkillsPresentation skillsClient relationship managementCross-functional collaborationCustomer Success

Posted about 2 months ago
Apply
Apply
🔥 Client Success Manager, New Markets
Posted 2 months ago

📍 United States

🧭 Full-Time

🔍 Healthcare technology

🏢 Company: EngagedMD👥 11-50💰 $5,499,996 over 1 year agoComputerHealth CareSoftware

  • 3+ years of experience in SaaS Customer Success or Account Management.
  • Prior experience helping customers implement a SaaS product.
  • Ability to manage multiple priorities with urgency.
  • Strong critical thinking and problem-solving skills.
  • Curiosity and a desire to understand.
  • Ability to innovate and challenge the status quo.
  • Mission-driven orientation.
  • Superior written and verbal communication skills.
  • Ability to work autonomously in a small, fast-paced organization.
  • Bachelor’s degree or equivalent career experience.
  • Build and grow relationships with key users and executives within SMB accounts.
  • Partner with leaders to support enterprise account needs.
  • Ensure clinics meet goals identified during the sales process.
  • Collaborate within the New Markets team on research and special projects.
  • Roll out new product offerings and drive revenue generation.
  • Add value by collaborating with team members to improve processes.
  • Communicate user experience opportunities to product teams.
  • Manage implementation processes for new customers.

Account ManagementCRMCustomer SuccessSaaS

Posted 2 months ago
Apply
Apply
🔥 Client Success Manager - East
Posted 2 months ago

📍 Eastern time zone

🧭 Full-Time

💸 133875.0 - 175000.0 USD per year

🔍 Mental health benefits

  • 5+ years’ experience managing relationships or selling to HR leaders or clients within the B2B tech, learning & development, or employer benefits space.
  • Proven track record of success with strategic accounts.
  • Ability to leverage data and storytelling for actionable recommendations.
  • Engaging presentation skills with a desire for high visibility projects.
  • Problem-solving skills with attention to detail.
  • Flexibility and agility to work cross-functionally in a fast-paced environment.
  • Empathy for clients and co-workers.
  • Passion for the mission and understanding of the healthcare/benefits space.
  • Intellectually curious and a fast learner.
  • Ability to influence functional projects and advise leadership.
  • Manage a portfolio of Enterprise Accounts, serving as the face of Modern Health for high-priority customers.
  • Build and manage relationships with global stakeholders including Benefit Managers and HR Executives.
  • Partner with clients to define and execute a custom program strategy for Modern Health.
  • Convert clients into Modern Health champions and leverage their success for references and case studies.
  • Use data and insights to guide decision-making and make recommendations for the partnership.
  • Analyze account data to understand client health and identify opportunities or risks.
  • Drive success in metrics like improved wellness outcomes and product expansion.
  • Collaborate with Product, Operations, Sales, and Clinical Care teams to advocate for clients.

Project ManagementData AnalysisSalesforceAccount ManagementClient relationship managementCross-functional collaboration

Posted 2 months ago
Apply
Apply
🔥 Client Success Manager
Posted 2 months ago

📍 United States

🧭 Full-Time

🔍 Financial technology (fintech)

🏢 Company: Array👥 251-500💰 about 2 years agoCreditFinancial ServicesPersonal FinanceFinTechSoftware

  • 5-7 years of experience in B2B Client Success roles, responsible for client health, retention, and revenue growth.
  • Proven track record of managing and expanding high-impact, strategic relationships, preferably within the financial sector.
  • Exceptional interpersonal skills and a record of account growth through excellent client service.
  • An entrepreneurial mindset and ownership of account success.
  • Knowledge of the financial industry and an understanding of growth opportunities and challenges for financial institutions and fintechs.
  • Manage and grow a portfolio of high-value accounts by understanding their business objectives and challenges.
  • Develop a tailored strategy and execute it to help clients achieve their goals.
  • Take ownership of clients throughout all phases of their relationship with Array, including deployment, launch, ongoing optimization, and renewal.
  • Proactively problem-solve for clients by resolving or anticipating issues.
  • Identify and lead growth opportunities based on performance and client relationships.
  • Work cross-functionally with Product, Marketing, and Deployment teams to develop customized solutions.
  • Maintain an understanding of industry trends and market dynamics.

Account Management

Posted 2 months ago
Apply