Client Success Manager
New
P
PumaManaged Services
Remote position open to candidates residing within the Eastern Time Zone, Eastern Time ZoneFull-TimeMiddle
Salary90,000 - 120,000 USD per year
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Job Details
- Experience
- 3+ years
- Required Skills
- Project ManagementAccount ManagementCRM
Requirements
- 3+ years of experience in account management, client success, or IT project management in a managed services or technology environment.
- Demonstrated ability to manage complex, multi-stakeholder relationships.
- Strong organizational skills to manage multiple concurrent workstreams across service, project, and financial domains.
- Clear and effective written and verbal communication skills.
- Experience presenting to executive-level audiences.
- Working knowledge of IT infrastructure, networking, cloud services, or endpoint management concepts.
- Proficiency with ticketing systems, CRM platforms, and standard productivity tools.
- Experience in a named or dedicated account model within an MSP environment (preferred).
- Familiarity with PSA tools such as ConnectWise, Autotask, or similar platforms (preferred).
- Experience preparing and presenting quotes, SOWs, and technology roadmaps (preferred).
Responsibilities
- Serve as the primary point of coordination and client accountability for all account activity.
- Develop and maintain strong working relationships with client leadership and key contacts.
- Coordinate weekly operational meetings and monthly executive business reviews.
- Maintain the account risk register, decision log, and track action items.
- Oversee active projects to ensure milestones, timelines, and deliverables are met.
- Partner with the Service Delivery Manager to ensure alignment between client expectations and service delivery.
- Prepare and deliver accurate, professional quotes, proposals, and scopes of work (SOWs).
- Collaborate with the vCIO and engineering teams to build and maintain a technology roadmap.
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