Client Solutions Manager
Indexed description
ConversionIQ.ai Conversational AI that converts.
Orlando, FL (in-office) · Full-Time · AI SaaS Competitive Base + Uncapped Expansion Commission
Location: 5900 Lake Ellenor Dr., Suite 300, Orlando, 32809
ConversionIQ.ai is a fast-growing AI SaaS company on a mission to transform how businesses turn conversations into revenue. Our platform, powered by Chatti (our conversational AI agent) and Maestri (our omni-channel orchestration layer), helps brands across hospitality, travel, and beyond turn every digital interaction into a measurable business outcome. We are SOC 2 compliant, enterprise-ready, and industry-agnostic by design.
We were born inside ONE Agency, a full-funnel performance marketing agency with deep roots in hospitality and travel. That heritage gives us something most AI startups do not have: a real understanding of how our clients actually win business. ONE Agency remains a close partner, and on shared clients you will work alongside their account teams.
Most clients come to us for one thing: social media comment response, live chat, or lead capture. What they discover is that the same platform can quietly take over a dozen other jobs across their business. Finding those opportunities, and turning them into growth, is what this role is all about.
This is a ground-floor seat at a company hitting an exciting inflection point. Your work will be visible, your ideas will land, and your growth will be real.
We are looking for a Client Solutions Manager who is equal parts business analyst and solution seller. You will own a portfolio of clients from the moment they sign, and your job is to understand their business better than they expected anyone outside their company could, then show them exactly where ConversionIQ.ai creates value they are leaving on the table.
Here is the reality of our business, and of this role. A client is almost always sold on a single, narrow use case. But Chatti and ConversionIQ.ai can solve a nearly endless list of business problems: recovering abandoned conversations, qualifying leads around the clock, deflecting support volume, booking appointments, following up on quotes, reactivating cold contacts, and more. Your mandate is to walk into each account, map the client's real workflows and pain points, and expand from that first narrow use case into every place we can move the needle.
This is not a passive account management role, and it is not for someone who is uncomfortable selling. You will be in the platform daily, reading conversations, spotting opportunities, and bringing solutions to clients before they know they need them. You will convert free trials into paying clients by proving value fast. You will run structured Success Syncs backed by real data. And you will confidently drive expansion conversations that grow both your clients' results and your own earnings.
If you think like a consultant, sell like it matters, and get energized by uncovering a problem nobody else spotted, this role was built for you.
This is where expansion begins. Every onboarding is a discovery engagement.
- Onboard new clients quickly and cleanly, standing up their initial use case so they see value in the first days, not the first month.
- Use onboarding to map the client's full operation: their workflows, their volumes, their bottlenecks, and the places where conversations are being lost or handled manually.
- Build a documented opportunity roadmap for every account, identifying the next three to five use cases where Chatti and ConversionIQ.ai can create measurable value.
- Ask sharp discovery questions on every interaction to surface pain points the client may not have connected to us yet.
Solution Selling & Account ExpansionThe core of the role. You are here to grow accounts, not just keep them.
- Own expansion across your book of business. Convert the opportunity roadmap you built during onboarding into real, closed use cases over the life of each account.
- Translate business problems into platform solutions, and present them with the confidence of someone who knows the value is real.
- Run bi-weekly Success Syncs with Enterprise accounts and monthly syncs with SMB clients, each backed by a data-rich, client-facing deck.
- Use AI tools (including Claude) to prepare decks that combine platform findings, usage trends, and specific expansion recommendations.
- Bring in our implementation and revenue team for larger technical scopes, and stay the owner of the relationship throughout.
- Send a written recap after every client meeting that captures decisions, next steps, and owners, then make sure every action item actually gets done.
- Convert free trial users into paying clients by getting them to real value fast and finding the specific use case that makes the platform indispensable to them.
- Ensure every converting client has a clear value story and a payment method on file.
- Treat every trial as a discovery engagement in miniature: diagnose the need, map the fit, and close.
- Serve as the primary point of contact and trusted advisor for your portfolio.
- Conduct weekly usage reviews across your book. Spot accounts that are paused, declining, or underutilizing the platform, and take action within 48 hours.
- Educate clients on new features, recent releases, and best practices so they keep getting more out of the platform over time.
- Maintain an accurate revenue forecast and pipeline in Zoho CRM at all times.
- Review live conversations across your key accounts daily to catch quality issues, missed opportunities, and knowledgebase gaps.
- Submit specific, actionable knowledgebase improvement recommendations to the implementation team.
- Escalate platform bugs to the dev team with clear documentation.
- Frame every platform finding to the client as an opportunity, not a problem.
- Keep ONE Agency Account Managers in the loop on shared client relationships. Share updates proactively and include them in relevant meetings.
- Log all client notes, update deal records, and maintain CRM hygiene in Zoho after every interaction.
- Organize and route support tickets and implementation requests to the right teams.
You will not check every box, and that is fine. The right person brings most of these.
- 2+ years in a Client Success, Account Management, Solutions Consulting, or Sales role, ideally in SaaS or a tech-forward environment.
- A genuine solution seller. You are not afraid to identify a need, put a recommendation on the table, and ask for the business. Comfort with expansion and upsell conversations is essential, not optional.
- A business analyst's instinct. You can walk into an operation, see how the work actually flows, and pinpoint where a conversational AI platform creates value. You connect business problems to product capabilities naturally.
- Fluent with data. You read usage metrics, spot trends, and turn them into a clear story a client will act on.
- A strong communicator in writing and on video. Your decks and recaps are clear, professional, and specific.
- Highly organized and self-directed. You run your own calendar, your own follow-through, and your own pipeline without being managed into it.
- Proactive by default. You flag issues before clients do, and you bring something valuable to every call.
- Curious about AI and quick to learn new technology. Familiarity with CRM platforms is a plus, and Zoho experience is a bonus.
Uncapped earning potential. Competitive base plus a commission structure built to reward expansion. The more value you find and close inside your accounts, the more you earn.
Real career growth. A clear path to Senior Client Solutions Manager and beyond as we scale. You will be one of the early builders of our client solutions function.
Work with cutting-edge AI. You will use AI every day, not just sell it. Our platform is built on it, and we arm our team to work smarter.
A team that moves fast. Lean, collaborative, and low on bureaucracy. Your ideas get heard and put into action.
Full benefits. Health, dental, vision, and life insurance after 90 days. 3 weeks paid vacation plus PTO. We take care of our people.
Base Salary: Competitive base commensurate with experience.
Commission (uncapped and expansion-weighted): Your commission is built to reward growth. The more value you uncover and close inside your accounts, the more you earn, with additional upside for retaining and expanding the revenue under your management. Commission is reviewed quarterly and grows as your book scales.
Benefits:
- Health, dental, vision, and life insurance (eligible after 90 days)
- 3 weeks paid vacation plus PTO per company policy
- A ground-floor seat at a rapidly growing AI SaaS company
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