Client Success Manager - Learning & Development

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Requirements:

• 5+ years designing corporate learning and leadership development programs.
• 2+ years of upselling and cross-selling solutions to clients
• 2+ years in a customer-facing role, ideally as a Customer Success Manager or similar.
• Experience managing multiple projects, balancing priorities with attention to detail.
• Background in a subscription-based environment, focusing on retention & growth.
• Strong verbal & written communication, including facilitation in live or virtual settings.
• Analytical approach—able to interpret data & trends to drive success strategies.
• Proficiency in IT applications (Excel, Outlook, PowerPoint, Zoom/MS Teams).
• Familiarity with CRM systems (Salesforce or similar) and SharePoint.

Responsibilities:

• Lead structured onboarding for new clients, ensuring rapid time-to-value.
• Provide orientation on All Access Pass features (content, technology, services).
• Conduct discovery sessions to align learning strategies with client goals.
• Deliver training tools, and templates to drive engagement.
• Build and maintain trusted client relationships, ensuring measurable success.
• Conduct business reviews, assess performance, and explore expansion opportunities.
• Advocate for client needs internally, collaborating across teams.
• Travel occasionally for client and internal meetings.
• Monitor client engagement, proactively addressing risks and ensuring satisfaction.
• Influence subscription renewals and growth by showcasing impact.
• Support internal initiatives, improving engagement tools and processes.
• Represent client insights to inform product development.