Client Success Manager - Remote

Overview

The Client Success Manager (CSM) will play a key role in ensuring the overall success of Crosslake’s client relationships, interacting with senior leadership and key client contacts to drive processes critical to client satisfaction.

In Short

• Maintain client data records for reliable information.
• Administer client account and project document processes.
• Coordinate early-stage client engagement logistics.
• Review opportunities in the business development pipeline.
• Provide general administrative support to client-facing leadership.
• Engage in internal and external correspondence.
• Assist with generating reporting and analytics.
• Ensure timely execution of documentation.
• Manage multiple priorities and deadlines.
• Other responsibilities as assigned by Management.

Requirements

• Minimum of 3 years of client operations or sales support experience.
• BA / BS in a related field.
• Familiarity with CRM systems (SalesForce and HubSpot preferred).
• Proficiency in Microsoft Office products.
• Strong analytical, organizational, and time management skills.
• Solid data analysis and data cleansing skills.
• Excellent teamwork and communication skills.
• Ability to manage multiple priorities.

Benefits

• Empowerment through service.
• Opportunities for creativity and innovation.
• Supportive team environment.
• Commitment to client success.
• Continuous learning and development.