Client Success Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Foster and maintain outstanding professional relationships with clients while delivering exceptional customer service.

• Develop long-term partnerships with clients that yield both financial and operational advantages.

• Facilitate regular client meetings and ensure follow-up on action items.

• Engage with clients consistently, both on a scheduled and ad hoc basis.

• Create and nurture revenue streams within the current client portfolio.

• Work collaboratively with various departments to address service delivery challenges impacting contractual commitments.

• Maintain a comprehensive understanding of client product setups and inter-service system logic.

• Act as the main point of contact for clients; take ownership of their satisfaction and identify opportunities for optimization, retention, and upselling.

• Track accounts receivable balances, perform account reconciliations, recover overdue revenue, and ensure invoice accuracy.

• Prioritize and manage time effectively across various responsibilities.

• Supervise the execution of project campaigns, document progress, and communicate outcomes.

• Evaluate and authorize software modifications while participating in user acceptance testing (UAT).

• Educate and advise clients on industry best practices.

• Onboard new clients or products and address areas for improvement.

• Monitor and assess client performance, identify discrepancies, and notify management.

• Create solutions and communicate with relevant parties.

• Review and provide monthly settlement documents and client reports.

⛳️ Requirements

• Bachelor’s degree preferred, or a comparable mix of education, training, and experience required.

• 3–5 years of experience in a client-facing role, account management, or a similar capacity.

• Detail-oriented with the ability to multitask in a dynamic environment.

• Outstanding written and verbal communication skills.

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Experience in gathering, documenting, and conveying client requirements to internal teams.

• Exceptional organizational, analytical, and negotiation abilities.

• Strong problem-solving skills, including the capacity to define issues, gather data, establish facts, and draw sound conclusions.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career growth.

• Flexible work arrangements.

• Supportive and inclusive company culture.