Billhighway · 3 days ago

Client Success Manager

United States

Full-time

Remote

Mid Level

3+ years exp

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FinTechNon Profit

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Responsibilities

Manage a portfolio of complex fraternal clients throughout their lifecycle including onboarding, configuration optimization, training and proactively develop and implement strategies to drive client adoption, retention and expansion

Conduct regular business reviews and health checks across multiple stakeholder levels (i.e., C-Suite, VP, Director) to drive satisfaction and desired business outcomes

Develop success plans that outline client critical success factors, metrics for success, potential issues, and detailed recommendations

Handle client inquiries with minimal guidance, complex client calls while maintaining positive client feedback, and mentoring new CSM’s on success

Be a subject matter expert of our suite of solutions to Identify, nurture, and upsell opportunities to our clients evolving needs

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client Success ManagementSalesforceB2B SaaS ExperienceProject ManagementBusiness DegreeInformation Systems DegreeFraternal ExperienceStakeholder Management

Required

Earned a bachelor’s degree in business, information systems, or related field

Worked a minimum of 3 years in a client success management role managing a dedicated book of business, ideally in a B2B SaaS or technology company. Fraternal experience is a plus

Have a minimum 2+ years of Salesforce experience configuring the platform utilizing best practices

Can command the room when dealing with various stakeholders to show transformational value, turn a troubled client situation around, or optimize the solution based on their leading pain point

Are well-organized, with high attention to detail and the ability to prioritize and time manage the successful execution