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Client Success Team Manager - Remote

Posted 3 weeks ago
Sales / Business
Full Time
USA

Overview

The Client Success Team Manager plays a critical leadership role in ensuring clients achieve long-term success with our AI-driven solutions. This role focuses on driving client health, renewals, AI adoption, and strategic expansion, while ensuring operational excellence through KPI tracking, CRM hygiene, and seamless client onboarding.

In Short

  • Manage a team of Client Success Managers (CSMs).
  • Drive client health, retention, and renewals.
  • Lead clients through their AI journey and help build AI roadmaps.
  • Identify upsell and cross-sell opportunities.
  • Serve as the voice of the customer for product feedback.
  • Oversee new client onboarding and implementation.
  • Define and enforce performance benchmarks for CSMs.
  • Ensure CRM (Salesforce) accuracy and hygiene.
  • Collaborate with Sales, Product, and Implementation teams.
  • Develop reporting structures for data-driven decision-making.

Requirements

  • 5+ years in Client Success, Account Management, or Consulting, preferably in AI, SaaS, or FinTech.
  • Proven ability to drive KPIs, retention, and client expansion metrics.
  • Strong expertise in AI-powered solutions.
  • Experience coaching teams on client engagement and strategic expansion.
  • Ability to identify growth opportunities and collaborate with sales teams.
  • CRM (Salesforce) proficiency.
  • Passion for client advocacy and product innovation.

Benefits

  • Opportunity to lead a dynamic team.
  • Engagement with cutting-edge AI technologies.
  • Collaborative work environment with cross-functional teams.
  • Focus on client success and satisfaction.
  • Professional growth and development opportunities.
Poshtech logo

Poshtech

Poshtech is a fast-growing, award-winning SaaS company that is transforming the way financial institutions engage with their communities. With over $45 million in funding from top-tier investors, Poshtech is dedicated to making customer support more accessible, efficient, and enjoyable through innovative AI solutions. Their AI assistants enhance both digital and voice channels, empowering staff and delighting customers. Join Poshtech to be part of a team that is shaping the future of AI in the fintech industry.

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