Manager, Client Success - Remote

Overview

The Manager, Client Success will support client accounts to ensure clients are getting the most value out of Clearspeed products and that client perspectives are understood and addressed with the purpose of increasing client retention and expansion.

In Short

• Full-time position with benefits
• Hybrid work model with up to 20% travel
• Create strong working relationships with clients
• Lead client calls and product training sessions
• Develop Client Success Plans unique to each client
• Track client activities and requests
• Minimize account churn and escalate issues as needed
• Identify opportunities for revenue growth
• Collaborate with internal teams to meet client needs
• Perform additional related duties as required

Requirements

• Bachelor's degree in a related field or equivalent work experience
• 5+ years of experience in Client Success or Account Management
• Experience in Financial Services and Insurance is required
• Experience in a SaaS environment
• Strong technical and project management skills
• Excellent communication and presentation skills
• Ability to prioritize workload effectively
• Fluency in English and Spanish
• Exceptional team player with independent work capabilities

Benefits

• Competitive compensation with performance-based bonuses
• Stock options
• Unlimited paid time off
• Health and wellness coverage
• Work-life balance and remote/hybrid flexibility