Enterprise Client Success Manager

📋 Description

• Manage a portfolio of clients, acting as the main point of contact to ensure their satisfaction, retention, product utilization, and revenue growth.

• Establish and nurture robust, long-term, trusted relationships with clients, advocating for their success and collaborating with Client Support to address technical challenges.

• Formulate and implement strategies for account growth to pinpoint and secure upsell, cross-sell, and renewal opportunities that align with client objectives and business requirements.

• Provide recommendations that highlight how additional products, services, or features can deliver measurable ROI for clients.

• Actively seek new business needs, product gaps, and expansion opportunities within existing accounts.

• Offer technical insights and best practices to clients for optimizing Salesforce-native Advancement RM products.

• Assist CRM clients with advancement ecosystem products, including Salesforce AppExchange and integrated solutions.

• Keep accurate records of pipeline and forecasting via CRM tools, monitoring all account activities and revenue prospects.

• Convert client feedback into actionable requirements for Product Management.

• Update clients on Salesforce and Kindsight product enhancements, new features, and technical best practices.

• Promote renewals and expansion opportunities by illustrating the technical and business advantages of our solutions.

⛳️ Requirements

• A minimum of 3 years of experience in client management, account management, or technical customer success in a revenue-generating role.

• Proven track record in negotiating contracts, pricing, and expansions for mid-market or enterprise clients.

• Experience in identifying leads, developing opportunities, and closing expansion sales.

• Outstanding ability to convey technical solutions to both technical and non-technical audiences.

• Strong organizational skills, capable of managing multiple clients and deliverables effectively.

• Consultative selling abilities - comfortable with conducting discovery, recognizing needs, and positioning solutions with ROI.

• 3–5 years of hands-on experience with Salesforce CRM (including configuration, reporting, data management, workflows/automation, and user support).

• A positive, collaborative team player who excels in a cross-functional environment.

• Excellent communication skills, both written and verbal.

• Strong organizational and time management abilities, adept at juggling multiple accounts, deadlines, and priorities.

• A Bachelor’s degree in Business, Communications, or a related field is preferred.

• Familiarity with common advancement/fundraising tools and products, such as Marketing Cloud, Blackthorn Events, iWave, GiveCampus, DonorSearch, etc.

• A solid understanding of Advancement/fundraising business processes and terminology is highly preferred.

🏝️ Benefits

• Health insurance

• Retirement plans

• Paid time off

• Flexible work arrangements

• Professional development