
Client Success Lead
Posted May 2

Posted May 2
• Lead, mentor, and cultivate a team of Client Success Managers by offering coaching, performance management, and career development opportunities.
• Set clear team objectives, KPIs, and success metrics that are in line with the company's goals.
• Promote consistency and excellence in client engagement, onboarding, adoption, and retention strategies.
• Serve as an escalation point for intricate client issues, ensuring prompt and effective resolutions.
• Monitor client health metrics while proactively identifying risks and opportunities throughout the client portfolio.
• Collaborate with Client Success Managers to formulate account strategies aimed at enhancing retention, expansion, and overall client satisfaction.
• Design, implement, and continually refine client success processes, playbooks, and workflows to boost efficiency and scalability.
• Identify shortcomings in the client journey and spearhead initiatives to improve the overall customer experience.
• Work in partnership with Product and Engineering teams to relay client feedback and impact product roadmap decisions.
• Collaborate closely with Sales and Implementation teams to ensure smooth transitions and alignment throughout the customer lifecycle.
• Standardize onboarding and adoption frameworks to expedite time-to-value for clients.
• Assist in forecasting efforts related to renewals, expansions, and churn risk.
• Analyze team and client data to produce insights, monitor performance, and guide strategic decisions.
• Maintain visibility into key accounts, keeping senior leadership updated on risks, trends, and opportunities.
• Foster a culture of accountability, continuous improvement, and a client-centric mindset within the team.
• Bachelor’s degree in Business Administration, Sales, or a related field; or equivalent experience.
• Over 5 years of experience in customer success, account management, or similar client-facing roles.
• At least 2 years of experience in managing or leading teams.
• Experience in a SaaS environment is highly preferred.
• Strong leadership and coaching capabilities with a proven ability to develop high-performing teams.
• Demonstrated experience in designing and enhancing processes in a client-facing organization.
• Experience in managing complex client relationships and handling escalations.
• Exceptional communication skills, both written and verbal.
• Strong analytical and problem-solving skills, employing a data-driven approach to decision-making.
• Capacity to balance strategic thinking with hands-on execution.
• Proficient in stakeholder management and cross-functional collaboration.
• Excellent organizational and time-management skills, with the ability to handle multiple priorities.
• Ability to influence without authority and drive consensus across teams.
• Proven capability to swiftly learn new technologies and adapt in a dynamic environment.
• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• Generous paid time off and flexible work arrangements.
• Opportunities for professional development and continuous learning.
• Collaborative and inclusive company culture.
Experity
Teachstone
Zeta Global
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