Client Success Manager
Indexed description
Location: Remote (U.S.)
Pay Range: $75,000 - $85,000 / year
Benefits: This position is eligible for medical, dental, vision and 401(k).
About The Role
We are seeking a Client Success Manager to support the successful onboarding, implementation, and long-term success of enterprise clients. This individual will serve as the primary point of contact after the sales process, partnering with internal teams and customers to ensure a smooth transition from implementation through ongoing account support.
This role is ideal for someone who thrives in a fast-paced, client-facing environment and enjoys managing multiple projects at once. The right candidate will bring strong project management skills, excellent communication, and the ability to coordinate cross-functional teams while delivering an exceptional customer experience.
Primary Responsibilities
- Lead onboarding and implementation efforts for enterprise clients, ensuring projects are completed on time and aligned with client expectations.
- Develop and manage implementation plans, timelines, milestones, and project deliverables.
- Serve as the primary contact for clients throughout onboarding and ongoing implementation activities.
- Partner with Sales, Operations, Finance, Marketing, Technology, and other internal teams to coordinate successful project execution.
- Facilitate client meetings, implementation calls, status updates, and business reviews.
- Track project progress, identify risks, and proactively resolve issues to maintain timelines and client satisfaction.
- Coordinate account lifecycle activities including onboarding, service expansions, billing updates, renewals, and operational changes.
- Maintain organized account documentation, implementation records, and client materials across internal systems.
- Utilize CRM and project management platforms to manage workflows, reporting, and account activity.
- Prepare client-facing presentations, onboarding materials, training documentation, and status reports.
- Support user adoption, training initiatives, and ongoing client success efforts.
- Identify opportunities to improve implementation processes, documentation, and operational efficiency.
- Bachelor's degree required.
- 5+ years of experience in Client Success, Customer Success, Account Management, Project Management, or a related client-facing role.
- Experience managing enterprise or strategic customer accounts.
- Strong project management skills with the ability to manage multiple priorities simultaneously.
- Experience collaborating with cross-functional teams to deliver client solutions.
- Proficiency with Salesforce CRM and Microsoft Office, including Excel and PowerPoint.
- Excellent written and verbal communication skills.
- Strong organizational skills and exceptional attention to detail.
- Ability to build trusted relationships with clients and internal stakeholders.
- Excellent problem-solving and critical thinking abilities.
- Self-motivated with the ability to work independently in a remote environment
- Experience using SharePoint to manage client documentation is preferred.
- Ability to influence stakeholders and drive projects to successful completion.
- Experience supporting enterprise implementations or SaaS onboarding initiatives is a plus.
- Experience working in a multi-location or geographically dispersed organization is preferred.
IND 005-009
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