Client Success Manager @ breakwater accounting + advisory corp | Jobright.ai
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Client Success Manager jobs in Wilmington, DE
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breakwater accounting + advisory corp · 6 hours ago

Client Success Manager

positionWilmington, DE
timeFull-time
remoteRemote
seniorityMid Level
money$80K/yr - $100K/yr
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Growth Opportunities

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Responsibilities

Build this role from the ground up through creating processes and communication cadences that align with client satisfaction goals
Develop and maintain strong relationships with clients, starting with their onboarding experience. Proactively identify needs and address concerns. We encourage you to be creative in creating an amazing experience for our clients!
Identify opportunities to upsell and cross-sell services, leveraging your understanding of client needs and industry trends
Effectively manage client escalations, collaborating with internal teams to find timely and effective solutions
Utilize data and analytics to track client performance and identify areas for improvement

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 processesB2B client-facing experienceCRM systemsGSuite productsCross-functional project managementFinancial acumenBusiness accounting principlesRelationship building

Required

Proven ability to independently create and implement Client Success processes
Experience in a client-facing role in a B2B environment
Tech-savvy with experience with CRM systems (e.g., HubSpot) and GSuite products
Experience managing cross-functional projects while completing tasks and prioritizing effectively
Strong financial acumen and understanding of business accounting principles are highly valued

Benefits

FIVE weeks of PTO on top of company-observed holidays
Health, vision, and dental benefits
We'll help you save for your golden years with a 401K and company match
A supportive, friendly, fun culture that fundamentally values work/life balance

Company

breakwater accounting + advisory corp

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We’re financial and back office experts who understand that every business is unique.
dateFounded in 2014
location
Wilmington, Delaware, USA
people-size51-200 employees
web-link
https://breakwatercorp.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Lee Leonard Podolsky
CEO & Founder
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Whitney Coon
Partnership Manager
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Company data provided by crunchbase
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