Client Success Manager
New
USAFull-TimeMiddle
Salary65,000 - 80,000 USD per year
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Job Details
- Experience
- 2+ years of experience in customer success or service within B2B SaaS
- Required Skills
- Project ManagementSalesforceCustomer serviceCRMCustomer Success
Requirements
- 2+ years of experience in customer success or service within B2B SaaS
- Tech-savvy and quick to master new platforms
- Clear communicator who loves solving problems creatively
- Professional, empathetic, and detail-oriented
- Adaptable and energized by change
- Familiarity with CORE ELMS or CORE CompMS (a plus)
- Experience in healthcare, tech, or higher ed (bonus!)
- Project management skills and CRM experience (extra points!)
- Bachelor’s degree required
Responsibilities
- Own the health of client accounts—driving retention, satisfaction (CSAT and NPS), and advocacy
- Bridge implementation to launch by configuring platforms and training users
- Lead regular client meetings and health reviews
- Respond to client inquiries with enthusiasm and precision, exceeding SLAs
- Capture insights and feedback to support product enhancements
- Represent our brand at conferences, campus visits, and webinars
- Cultivate client champions for case studies and community engagement
- Maintain meticulous records in Salesforce and Vitally
- Embrace coaching and continuously deepen your product and industry knowledge
- Conduct regular strategic meetings and business reviews to set achievable goals, track overall performance and platform adoption
- Proactively identify churn risk, and produce and execute success plans
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