Client Success Manager - Active Pooling
June 17
Description
• Build and maintain strong, long-term relationships with assigned clients • Act as a trusted advisor, proactively understanding client needs and challenges • Onboard new clients, ensuring they are set up for success • Deliver product training and educational resources to empower clients • Track and monitor client usage and KPIs to identify opportunities for improvement • Proactively identify upsell and cross-sell opportunities to increase client lifetime value • Manage client expectations and effectively communicate product roadmaps and updates • Troubleshoot client issues and ensure timely resolution • Gather client feedback and advocate for improvements based on client needs • Generate reports on client success metrics and trends • Collaborate with internal teams (e.g., Sales, Product, Support) to deliver exceptional service
Requirements
• Minimum of 2 years of experience in customer success, account management, or a similar client-facing role • Proven track record of building strong relationships and exceeding customer satisfaction goals • Strong understanding of customer lifecycle management principles • Excellent communication, interpersonal, and problem-solving skills • Ability to work independently and manage multiple priorities • Proficiency in CRM software and project management tools • A passion for understanding customer needs and driving success
Benefits
• 11 paid holidays • Generous Accrued Time Off • Generous paid sick time • Annual day of service
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