Associate Manager, Strategic Account Management & Client Success
Indexed description
- Named the #1 Restaurant POS by G2 (Fall 2025), based on ratings from real users
- Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users
- Awarded Great Places to Work and Built In’s Best Workplaces for multiple years running
Position Objective
The Associate Manager, Strategic Account Management & Client Success is responsible for supporting team operations and overseeing day-to-day activities within their functional area. This role ensures that team goals are met, processes are executed efficiently, and work aligns with organizational standards. The Associate Manager, Strategic Account Management & Client Success acts as a bridge between frontline employees and senior management, fostering team development, coaching, and engagement.
This role is responsible for overseeing a small portfolio of strategic accounts or a subset of a larger portfolio, ensuring execution of retention, adoption, and expansion initiatives. This role focuses on guiding account execution and analyzing performance to support measurable outcomes.
Responsibilities
Team Supervision & Support
- Lead and coach a small team of specialists, providing guidance, feedback, and professional development.
- Monitor workloads and prioritize assignments to ensure balanced capacity, efficiency, and on-time delivery.
- Oversee day-to-day operations to ensure timely delivery of team objectives.
- Serve as the primary escalation point for technical or process-related issues.
- Prepare reports and updates on team performance metrics for senior management.
- Participate in hiring, onboarding, and training of new team members.
- Collaborate with cross-functional teams and clients to ensure clear understanding of requirements and project status.
- Maintain professional, solution-oriented communication to foster positive client relationships.
- Coordinate timelines across teams and functions to ensure initiatives and deliverables are completed on schedule.
- Track progress, ensuring milestones and deadlines are met.
- Report project status, risks, and dependencies to the leadership.
- Identify process inefficiencies and recommend improvements to enhance workflow efficiency and effectiveness.
- Collaborate with cross-functional teams to resolve issues and drive project completion.
- Conduct quality checks to maintain consistency and adherence to standards.
- Promote team efficiency through ongoing process improvements and knowledge sharing.
- Support onboarding and training of new team members, sharing best practices.
- Hold the team accountable for following documented processes: Standard Operating Procedures (SOPs), Service-level Agreements (SLAs), and checklists.
- Oversee a defined set of strategic accounts, ensuring adoption, retention, and expansion targets are met.
- Coach team members or peers in executing success plans for assigned accounts.
- Analyze portfolio metrics to identify trends, risks, and opportunities for intervention.
- Partner with cross-functional teams to ensure seamless client experience.
- Contribute to the refinement of account management processes and executive business reviews.
- Strong leadership and team management abilities, including coaching and mentoring.
- Excellent communication and interpersonal skills for interacting with team members and stakeholders.
- Solid organizational and time management skills, with attention to detail.
- Analytical and problem-solving skills to identify issues and recommend solutions.
- Knowledge of relevant tools, systems, and industry practices.
- Ability to adapt to changing priorities and manage multiple projects concurrently.
- Proficient in driving adoption and retention within assigned accounts.
- Ability to identify and escalate portfolio risks and opportunities.
- Experience applying success frameworks and account analytics to drive outcomes.
- Skilled in coordinating with internal teams to ensure account objectives are met.
- Knowledge of renewal and expansion principles.
- 5 years of professional experience in customer success or related roles.
- 1 year of experience managing and developing high-performing teams.
- Experience in fintech or SaaS environments preferred.
- Bachelor’s degree in Business Management, Marketing, Communications, Hospitality or a related field required.
- An equivalent combination of education and experience may be considered.
- Relevant professional certifications (e.g., Customer Success Management, Project Management) a plus.
- Fluent in English (written and verbal).
- Bilingual English/Spanish strongly preferred
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