Client Success Manager
W
WithMe, Inc.Property technology
Location: US RemoteFull-TimeManager
SalaryBase Salary Range $73,000 — $90,000 USD. This position will also qualify for annual bonus opportunity.
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Job Details
- Experience
- Three (3) to five (5) years of experience in client success management, or account management
- Required Skills
- SalesforceAccount Management
Requirements
- Have three to five years of experience in client success management or account management.
- Bring extensive experience using Salesforce to manage account data, analyze metrics, and support reporting.
- Demonstrate the ability to build and maintain client relationships and proactively resolve issues.
- Have experience conducting welcome calls and client reviews, creating presentations, and delivering persuasive presentations.
- Have a track record of supporting retention, upsell, and cross-sell goals.
- Be able to manage multiple client accounts in a fast-paced, scaling environment.
- Multi-family segment experience is helpful.
- A bachelor's degree in Business Administration, Marketing, or a related field is strongly preferred, or equivalent experience.
- Startup or technology-driven company experience is a plus.
- SaaS sales experience is a plus.
Responsibilities
- Manage client relationships from post-installation through the full service contract lifecycle.
- Build proactive client relationships focused on engagement, satisfaction, and retention.
- Conduct Quarterly Business Reviews, present performance insights, and provide actionable recommendations.
- Establish regular communication cadences with newly onboarded clients and clients nearing renewal.
- Identify and address risks early to reduce churn and improve retention.
- Present tailored solutions and package enhancements to drive upsell and cross-sell opportunities.
- Monitor change-of-ownership contract processes to support smooth transitions and prevent account loss.
- Use Salesforce to track client activity, maintain records, analyze performance metrics, and generate insights.
- Collaborate with Operations, Sales, and Marketing to resolve client concerns and escalations.
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