Client Success Manager - Remote

Overview

The Client Success Manager (CSM) is responsible for ensuring clients achieve maximum value from their Posh solutions, fostering strong relationships, and driving product adoption. This role is critical in client engagement, AI adoption, retention, and expansion, while also addressing competitive positioning and roadmap discussions.

In Short

• Serve as the primary client contact post-implementation, ensuring seamless onboarding and ongoing success.
• Educate clients on new features, best practices, and AI-driven efficiencies, driving engagement.
• Identify underutilized features and guide clients toward maximizing value.
• Organize training sessions, product deep dives, and enablement efforts to ensure adoption.
• Communicate Posh’s AI roadmap, helping clients align with future innovations.
• Guide clients through AI adoption phases, ensuring a structured and measurable approach.
• Monitor client health, engagement, and renewal readiness to prevent churn.
• Identify opportunities for additional AI adoption and client expansion.
• Serve as a trusted advisor, proactively addressing client concerns and escalating risks as needed.
• Maintain accurate client records in Salesforce, tracking engagement, risks, and opportunities.

Requirements

• 3+ years of experience in customer success, account management, or client engagement, preferably in SaaS or AI-driven technology.
• Strong relationship-building, communication, and problem-solving skills.
• Experience with AI adoption strategies, product positioning, and competitor analysis.
• Ability to strategically guide clients through AI roadmaps and communicate competitive differentiation.
• Proficiency in Salesforce or similar CRM tools for tracking client interactions.
• Ability to collaborate cross-functionally with Sales, Product, and Marketing teams.

Benefits

• Drive engagement, mitigate risks, and expand adoption of AI solutions.
• Collaborate with internal teams to ensure a seamless renewal process and long-term satisfaction.
• Be part of a revolutionary company that enhances customer support through innovative AI solutions.
• Work in a dynamic environment that values strategic, proactive approaches to client success.
• Opportunity to grow within a company focused on AI technology and customer experience.