Client Success Manager (CSM)

The Client Success Manager (CSM) is responsible for managing client relationships, strategy, adoption, and satisfaction within a Software-as-a-Service (SaaS) products and services environment. This role serves as the primary point of contact for assigned clients, leading implementation and ongoing operational activities while ensuring successful business outcomes. The ideal candidate brings experience of client success, account management, project management, or related experience and provides leadership to clients, project teams, and internal stakeholders.

What You Will Do

The Client Success Manager (CSM) will serve as the primary strategic advisor and day-to-day contact for assigned clients, building trusted relationships throughout the client lifecycle by driving adoption, identifying growth opportunities, supporting renewals, and advocating for client needs. The CSM will also oversee program enrollment and budget management, manage escalations with urgency, professionalism, and flexibility, and lead strategic business reviews and support the development of long-term client strategies.

Why It Might Be a Fit

The ideal candidate will bring experience of client success, account management, project management, or related experience and provide leadership to clients, project teams, and internal stakeholders. The candidate will also have solid oral and written communication skills, client-facing and internal, and the ability to manage competing priorities and set client expectations on a daily basis.

Requirements

• Bachelors Degree or equivalent work experience
• 6+ years of general client service / operations management exposure and consultative work with client interaction
• Exposure to web-based technology and ability to learn quickly and to troubleshoot independently
• Solid oral and written communication skills, client-facing and internal
• Ability to manage competing priorities and set client expectations on a daily basis
• Knowledge of Office automation products, Excel, TEAMS, JIRA Ticketing applications, and service level management software/business applications

Benefits

• Medical
• Dental
• Vision
• Life insurance
• Disability
• Paid parental leave
• 401k
• Tuition reimbursement
• Paid time off
• Year end holiday closure