Client Success Manager

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

📋 Description

• Cultivate and maintain strong professional relationships with clients while delivering exceptional customer service.

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

• Facilitate regular client meetings and address any follow-up actions.

• Engage with clients on a routine basis as well as in response to specific needs.

• Create and expand revenue opportunities within the current client portfolio.

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

• Possess a thorough understanding of product configurations along with cross-service system logic and functionality.

• Act as the primary liaison for client interactions and oversight; take ownership of client satisfaction and identify opportunities for optimization, retention, and upselling.

• Track client health indicators, including accounts receivable balances, account reconciliations, overdue revenue recovery, and invoice accuracy.

• Manage time efficiently and meet deadlines across multiple competing priorities.

• Supervise the execution of project campaigns, documenting and measuring progress while communicating updates both internally and externally.

• Review and authorize software modifications and participate in User Acceptance Testing (UAT).

• Educate and advise clients on industry best practices.

• Onboard new clients or products while addressing areas for improvement.

• Monitor and evaluate client performance, identify anomalies, and escalate issues to management as necessary.

• Formulate solutions and communicate them to all relevant stakeholders.

• Prepare and present monthly settlement files along with client reports.

⛳️ Requirements

• A bachelor's degree is preferred, or an equivalent combination of education, training, and experience is necessary.

• 3-5 years of experience in a customer-facing role, such as account management or a similar position.

• Must demonstrate attention to detail and the ability to manage multiple tasks in a fast-paced environment.

• Exceptional written and verbal communication skills are essential.

• Strong proficiency in the entire Microsoft Office suite (Word, Excel, PowerPoint, Outlook) is required.

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

• Ability to thrive in a dynamic, fast-paced, high-growth work environment.

• Strong organizational, analytical, and negotiation abilities.

• Proficient problem solver with the capacity to define issues, gather data, establish facts, and draw valid conclusions.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health benefits including medical, dental, and vision.

• Opportunities for professional development and career advancement.

• Flexible work environment with options for remote work.