Remote Client Success Manager Jobs

22 remote jobs*

Job Title Location Description Posted**
Client Success & Growth Manager (U.S. Based, Remote)
Elevate Teams
Florida, United States
About the Role We’re on the hunt for our next Client Success Shark — someone hungry driven and ready to own client relationships while fueling growth at Elevate Teams. If you’re ambitious proactive and thrive in a fast-paced environment this is your chance to build a career that rewards hustle accountability and impact . At Elevate Teams we operate under the EOS (Entrepreneurial Operating System) which means clarity discipline and accountability are at the core of how we work. Every team member has clear expectations measurable outcomes and alignment around a shared vision. Everything we do is also deeply rooted in our core values : Be Great Good Vibes Curious Poised Defender and Extreme Ownership . These values aren’t just words on a page they define how we work collaborate and grow together. This isn’t just another “account management” role. As a Client Success & Growth Manager you’ll: Build trust and loyalty with key clients. Protect revenue by anticipating risks before they become churn. Drive expansion by surfacing upsells referrals and growth opportunities. Deliver consistent value through check-ins QBRs and success stories. Invest deeply in relationships by understanding the key details that truly drive the client's success and Elevate’s growth. Apply a high level of problem-solving skills thinking strategically and tackling everything from minor issues to complex client needs with creativity and precision. Key Responsibilities Retention Drivers Serve as the trusted relationship owner for multi-VA and expansion-ready clients. Run a consistent success cadence (check-ins QBRs client health reporting). Identify churn risks early and resolve escalations with speed and poise. Stay informed on client-specific business drivers ensuring conversations address what matters most. Growth Drivers Lead strategic growth conversations that tie directly to client ROI. Surface upsell and referral opportunities through proactive engagement. Deliver expansion-focused proposals and measurable results. Leverage client insights to connect Elevate’s value to client priorities. Operating Rhythm Daily: scan client issues and escalate fast. Weekly: deliver client health reports and growth updates. Monthly: run QBRs capture case studies and reduce “red” accounts. Maintain a rhythm of proactive outreach investing in relationships with forward-looking conversations that go beyond structural touchpoints. Demonstrate strong problem-solving and strategic thinking in all client interactions from troubleshooting operational pain points to navigating complex growth initiatives. Requirements Proven leadership experience managing mentoring and developing a team (must have direct team management experience). Excellent communicator with proven relationship-building skills. Strong ownership mindset nothing slips through the cracks. Hustle and resilience in fast-moving high-stakes environments. High-level problem-solving skills with the ability to think strategically and execute effectively on solutions. Experience in client success account management or growth roles preferred. Insurance/industry knowledge is a plus (we'll train you if not). Located in the U.S. with reliable internet and professional workspace. Compensation & Benefits Base Salary: $85000–$125000 Variable Incentive: 10–25% of base Health insurance with company contribution. Paid time off and holidays. Fully remote flexibility. A culture that rewards hustle proactive ownership and good vibes. 💡 Ready to prove you're the next Client Success Shark and elevate your career while helping us revolutionize how businesses build stronger teams? 👉 Apply today — let's build something great together.
1 day(s) ago
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Client Success Manager (100%Remote – Chicago Area Preferred)
winhomeinspection
Chicago
Job Description for Client Success Manager (100% Remote – Chicago Area Preferred): 👉 Do you take pride in creating great experiences for others? We’re hiring a Client Success Manager to help franchise owners thrive by building relationships coordinating solutions and collaborating across teams.   About the Role We’re looking for a Client Success Manager who enjoys variety thrives in a collaborative environment and takes pride in helping others succeed 🌟. In this role you’ll build trusted relationships with our franchise owners while also working closely with colleagues across marketing training and operations. Some days you’ll be connecting with franchise owners understanding their needs and coordinating support. Other days you’ll be reviewing a marketing initiative for relevance helping organize a training session or assisting with an operational rollout. You’ll never be expected to know it all you’ll always have expert teammates to lean on but over time you’ll grow your expertise so you can guide franchisees directly with confidence. This role is ideal for someone with excellent people skills strong organizational instincts and the ability to juggle multiple priorities while keeping a positive solutions-oriented mindset.   What You’ll Do: Serve as a trusted point of contact for franchise owners building strong relationships Champion and coordinate requests with internal marketing training and operations teams Provide responsive empathetic support and follow-through on client needs Contribute to projects such as training programs marketing reviews and process improvements Deepen your knowledge of our systems and processes to provide more direct guidance over time What We’re Looking For: Friendly and empathetic with strong people and communication skills Natural leader with a drive to grow professionally and personally Quick learner organized and persistent in getting things done 4+ years of experience collaborating with cross-functional teams (marketing training or operations) Why WIN 100% remote role (Chicago-area candidates preferred) Collaborative inclusive culture built on respect and growth Health dental vision insurance + PTO + 401(k) match Career development and advancement opportunities A team that values working hard having fun and celebrating success together 
2 day(s) ago
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Client Success Manager - US REMOTE
Lensa
"Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs but promotes jobs on LinkedIn on behalf of its direct clients recruitment ad agencies and marketing partners. Lensa partners with DirectEmployers to promote this job for Datavant. Clicking ""Apply Now"" or ""Read more"" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Datavant is a data platform company and the world’s leader in health data exchange. Our vision is that every healthcare decision is powered by the right data at the right time in the right format. Our platform is powered by the largest most diverse health data network in the U.S. enabling data to be secure accessible and usable to inform better health decisions. Datavant is trusted by the world’s leading life sciences companies government agencies and those who deliver and pay for care. By joining Datavant today you’re stepping onto a high-performing values-driven team. Together we’re rising to the challenge of tackling some of healthcare’s most complex problems with technology-forward solutions. Datavanters bring a diversity of professional educational and life experiences to realize our bold vision for healthcare. The Client Success Manager is part of the Datavant organization and is responsible for successful completion of all client projects. The team coordinates efforts between internal resources and clients in support of custom risk adjustment projects and reports on project status to all stakeholders. Datavant’s Client Success Managers are hybrid project management and consulting resources that have strong healthcare industry knowledge combined with communications and project management skills. They are key to successful client retention and project success. You Will Lead the Datavant relationship with the client ensuring that they receive the best possible result delivery service and support. Manage coordination tracking and reporting of all things related to client projects. Lead (coordinate motivate and facilitate) the efforts of associated project resources working closely with all internal teams including: data integrations coding management engineering sales and executive teams. Ensure smooth communication channels between internal stakeholders via regular reporting and info sharing (daily/weekly/quarterly reports meetings status updates etc.). Own client operations project management processes tools reference materials and cross functional usage. Monitor project status and success throughout the entire project lifecycle. Identify analyze and resolve client problems as they arise coordinating escalation and resolution with sales and other internal stakeholders. Prepare final reports and presentations for clients calculate project results summaries coordinate results delivery with the Sales team. Identify define and execute process improvements in line with department needs and organizational goals. Partner with the engineering team to identify prevent and resolve software issues affecting client projects. What You Will Bring To The Table 3+ years project management experience Familiarity with Healthcare data systems data formats and processes with the ability to converse at a technical level BS degree in business technology or related field Knowledge of healthcare industry payment models risk adjustment medical coding physician workflow and/or electronic health record systems Advanced Excel skills including vlookup and pivot tables some knowledge of sql queries is helpful Excellent written and oral communication skills Bonus Points If Strong bias for action and collaboration and well developed sense of urgency Strong curiosity and ability to correlate data from many sources Professional and respectful demeanor in a relaxed work environment Detail oriented self‐starter with proven track record of execution and results Team player with a desire to learn and take on new responsibilities in a fast paced innovative environment Advanced presentation skills comfortable presenting to multiple audiences Ability to establish rapport with multiple client stakeholders Excellent meeting leadership skills including meeting logistics agendas and meeting notes. Demonstrated ability to conceptualize manage and prioritize multiple projects We are committed to building a diverse team of Datavanters who are smart nice and get things done where every Datavanter is empowered to bring their authentic self to their work. We are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race color sex sexual orientation gender identity religion national origin disability veteran status or other legally protected status. Our compensation philosophy is to be externally competitive internally fair and not win or lose on compensation. Salary ranges for this position are developed with the support of benchmarks (competitive San Francisco rates for US-based roles) and industry best practices. We’re building a high-growth high-autonomy culture. We rely less on job titles and more on cultivating an environment where anyone can contribute the best ideas win and personal growth is driven by expanding impact. This means we default to simple job titles (e.g. Software Engineer) rather than complex ones (e.g. Senior Software Engineer). The range posted is for a given job title which can include multiple levels. Individual rates for the same job title may differ based on level responsibilities skills and experience for a specific job. The estimated salary range for this role is $106000 - $125000. To ensure the safety of patients and staff many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot Tdap COVID-19 etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working exemptions may be available on the basis of disability medical contraindications to the vaccine or any of its components pregnancy or pregnancy-related medical conditions and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race color sex sexual orientation gender identity religion national origin disability veteran status or other legally protected status. To learn more about our commitment please review our EEO Commitment Statement here (https://www.datavant.com/eeo-commitment-statement) . Know Your Rights (https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal) explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay. At the end of this application you will find a set of voluntary demographic questions. If you choose to respond your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses not individual ones. In fact we aren’t even able to see whether you’ve responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment please request it here (https://peopleteam.datavant.com/portal/en/newticket?departmentId=248697000248790029&layoutId=248697000248795462) by selecting the ‘Interview Accommodation Request’ category. You will need your requisition ID when submitting your request you can find instructions for locating it here (https://app.tango.us/app/workflow/GreenhouseLocating-Requisition-ID-2c7d618c8a8a423da4330ff12330695e) . Requests for reasonable accommodations will be reviewed on a case-by-case basis. For more information about how we collect and use your data please review our Privacy Policy (https://www.datavant.com/privacy-policy) . If you have questions about this posting please contact support@lensa.com"
2 day(s) ago
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Client Success Manager - Remote
Lensa
"Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs but promotes jobs on LinkedIn on behalf of its direct clients recruitment ad agencies and marketing partners. Lensa partners with DirectEmployers to promote this job for InEight. Clicking ""Apply Now"" or ""Read more"" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Company Description InEight is a leader in construction project controls software empowering over 850 companies taking on challenging projects in industries including construction and engineering transportation infrastructure mining water power and renewables and oil gas and chemical. Uniquely suited to capital construction and other complex work our integrated modular software manages projects with over $1 trillion globally. Based in Scottsdale Arizona InEight supports a remote work model with employees working throughout the United States Canada Australia Sri Lanka and Europe. InEight an ISO 9001:2015-registered company is a subsidiary of Kiewit Corporation (Kiewit). Kiewit through its subsidiaries is one of North America's largest and most respected construction and engineering organizations. InEight is a fast-paced innovative company comprised of high-energy teams of self-starters playing integral roles in shaping the future of capital projects around the world. Our industry-leading solutions dedicated employees and proven leadership team provide a solid foundation to support our continued growth and success. Position Summary As Client Success Manager you will play a leading role in delivering project services to InEight’s customers. Partnering with our sales team you will assess the implementation needs of our prospective customers and help define the scope estimate the effort necessary to deliver a successful implementation and validate the end to end solution. You will lead our implementation projects in terms of aligning our overall solution with the customer’s requirements and strategic objectives. You will assist our project managers to manage key stakeholders and consult on organizational change management. This is a remote position and candidates are ideally located within the Netherlands or United Kingdom. Responsibilities Analyze and assess customer software implementation needs Recommend specific implementation-related solutions based on analysis and assessment findings Work with Sales and Technical teams to develop and deliver customer presentations Provide consulting support to customers on industry/process software implementation data configuration organizational change management reporting and systems integrations Supervise and guide work of other project-team members Specialize in complex technical implementations and business processes Qualifications A construction industry background leveraging InEight software or similar technology is required A Project Controls background within a construction environment would be ideal 7-10 years of software implementation and/or consulting experience A background using alternative delivery methods with skills negotiating contracts writing proposals and delivering client-facing presentations is desired Workshop facilitation skills are ideal as this role will analyze customer environments to better understand project implementation requirements Bachelor’s degree or equivalent experience Excellent oral and written communication skills Self - motivated and have the ability to work with minimal supervision InEight Inc. is an Equal Opportunity Employer (EOE) and will consider all applications without regard to race marital status sex age color religion national origin veteran status disability or any other characteristic protected by law. #InEight If you have questions about this posting please contact support@lensa.com"
2 day(s) ago
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Client Success Manager - US Remote
qs
United States (Remote)
Client Success ManagerLocation: USABusiness unit: Student RecruitmentJob type: Full time permanentWorking arrangement: Remote Why QS? At QS we believe that work should empower you. That’s why we foster a flexible working environment that encourages every employee to own their career whilst flourishing personally and professionally. Our company values underpin everything we do – we collaborate respect and support each other. It’s our mission to empower motivated people around the world to fulfil their potential through higher education ensuring that everyone has access to opportunities that change lives. Our diversity makes us stronger. By sharing our experiences we learn from one another and achieve more together driving progress across the sector. At QS you’ll be responsible for implementing real change in the international higher education landscape. You’ll take on meaningful challenges that see a positive impact across the business and the wider sector. We’re confident you’ll feel right at home here. QS was named as one of Newsweek’s Top 100 Most Loved Workplaces® in the UK (October 2023) recognising the respect trust and appreciation that drive our culture every day. And as a gold-accredited Investors in People organisation – putting us among the top 28% of workplaces globally – it’s official: QS is a place where everyone can thrive. The role The Student Recruitment Division comprising Digital Events QS Apply and University Branded Services is on a positive growth trajectory. We are evolving our business to optimise our support structure as we look to break into new markets new products and look to add greater value to the broad spectrum of our product offering across existing markets. QS has been providing services to universities and business schools in the United States and Canada since 1990. We are seeing growth in client acquisition and have strengthened our in-market commercial team to meet our growth ambition. This role is an exciting opportunity to join QS to help build on its strong foundations in North America as we look to scale up in market. You will bring an understanding of the client need and expectation be able to anticipate client recruitment aspirations and lead the activities within the Student Recruitment Division to ensure our client support structure in North America is fit for purpose. The role will require you to deliver high levels of client focus service delivery commercial drive and ambition to make the difference we need working with the operational delivery teams.  This role is critical to the success of our growth and client delivery strategies. Reporting to our North American based Senior Account Manager this role will ensure the delivery of best-in-class customer service and engage with the Commercial team global customer service colleagues specialist delivery teams and our Product teams to design and deliver the commercial success of our client support strategy in North America. Role responsibilities •Deliver outstanding customer support across all QS products and services in USA and Canada.•Represent the full product portfolio with North American clients across the service life cycle•Ensure we delight partners through an exceptional experience to help retain and grow client accounts and enhance our reputation in the market through proactive service delivery working confidently with all client stakeholders from C-suite to front line to deliver solution based and data led positive outcomes.•Autonomous coordination of product/campaign delivery and client support as the single point of contact for external partners.•Managing the onboarding set-up and ongoing management of accounts in liaison with service delivery areas.•Effective account administration using all agreed tools systems and processes.•Performance Reporting: Demonstrate expertise by taking an insights led approach to strategy and delivery. Ensuring insightful reports on the selection progress and results of all solutions to demonstrate ROI. Performing analysis that will help identify growth•Contribute to the effective optimisation of our account management frameworks policies and processes on a continuous improvement basis to support the Senior Account Manager in the delivery of a client focused service.•Management of renewal conversations in collaboration with the Commercial team.•Ensure the financial good health of the client accounts working in conjunction with the Finance Department.•Any other duties that fall within the purpose and scope of the role. Key skills and experience •Significant experience in a customer support and/or university administrative role.•Knowledge and experience of recruiting international students to US institutions.•Bachelor’s degree•Knowledge and understanding of student recruitment and university or business school challenges & needs.•Commercially astute with the ability to focus on outcomes deliverables ROI and performance reporting•Experience of complex multi-product sales and service operating environment.•A solutions focus with a track record of working collaboratively with cross functional teams to cost effectively deliver great customer experiences.•Ability to work to agreed deadlines maintaining quality under pressure.•MS Office proficiency and aptitude for learning new software packages. Desirable •Knowledge of the student recruitment market for North America•Experience of writing and managing internal processes Please note if you don't meet all the criteria but believe you have the skills and passion to thrive in this role we encourage you to apply. So who are we and what do we do? QS is the world leader in higher education services analytics insights and intelligence. From consultancy to student mobility academic partnerships to branding solutions our services power both institutional and individual success. We’re behind the world’s most widely read university rankings (Meltwater 2023). Our QS World University Rankings® reach hundreds of millions shaping decisions and guiding futures. Since launching in 1990 our impact and influence have only grown. Today we work with more than 2000 of the world’s leading higher education institutions over 12000 employers and governments seeking change and socioeconomic development through higher education. Join QS and you’ll join an 800-strong community of problem-solvers creators collaborators and change-makers based in 40+ countries and 11international offices including Australia Malaysia India Romania Singapore France Germany the USA and our headquarters in London. With every talented new hire business acquisition and bold initiative we’re strengthening our reach and delivering even greater value to institutions and learners worldwide. Are you ready to shape the future of higher education? We take investing in our people very seriously. Outside of the standard benefits we also offer resources to allow professional growth and wellness initiatives to nurture a healthy mindset: Free subscription to the Calm App – the #1 app for sleep meditation and relaxation A focus on welfare which is led by our global wellness team with mental health first aiders globally Access to a variety of diversity and inclusion initiatives and groups Strong recognition and reward programs – including a peer-to-peer recognition platform quarterly and annual QS Applaud Awards Connect with your Career annual PD event Support for volunteering and study leave Free subscription to LinkedIn learning – with over 5000 courses and programmes at your fingertips Options to join our outstanding global Mentorship programme Like what you’ve heard? Great apply now! As a candidate we know the application and interview process can be daunting and so it’s important that you have a great experience with us. Our dedicated Talent Team will work hard to ensure you are fully informed at all stages and you are really excited by this opportunity to do meaningful work in the education space. Equal opportunities QS Quacquarelli Symonds is proud to be a fair and equal organisation where everyone has the same opportunity to achieve their full potential irrespective of their background or personal attributes. We celebrate our diversity and believe through sharing our experiences we can learn from one another be stronger together and enable our business to thrive.    Please keep an eye on your spam / junk email folder for correspondence from BambooHR
4 day(s) ago
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Client Success Manager [REMOTE]
Remote United States
Are you COMPETITIVE? Are you RESULTS DRIVEN? Need to be at the TOP of the leaderboard? Do you like HELPING PEOPLE improve their life? Then please read CAREFULLY… We are one of the fastest growing companies in our industry on the hunt for A-players. We are looking for people who are eager to learn and grow in life. We are looking for people who have great work ethic & high standards. We are looking for people who want to be apart of a company that is constantly seeking ways to win and innovate. With all that being said...We are a disciplined team that loves to celebrate host crazy teams prizes and have fun! We run an A.I. & GoHighLevel digital marketing agency called The GHL University that helps businesses GROW their company on auto-pilot through GoHighlevel A.I. & Facebook ads. What makes our marketing system fully automated for our clients is 1) our marketing team generates warm leads 2) our sales reps qualify and convert the leads in sales 3) our clients close the deals We are currently growing rapidly because of how successful our service has been so we need more people to aid our communication to keep it as great as it always has been. Position Summary The purpose of this role is to keep clear communication between our clients and our team and to make sure we are giving them the best service possible in the most effective & efficient manner possible. The Client Success Manager will be responsible for onboarding check-in calls all client communications and project management for their respective clients. Here are some responsibilities of the role: ● Serve as the main point of contact for client communications and quickly build relationships ● Perform onboarding calls with new clients to get them acquainted with our process and gather information to be used by our fulfillment team ● Perform check-in calls every 2 weeks with existing clients to ensure they are using our systems correctly and communicate any strategy changes to the team ● Respond to all client questions in a timely and concise manner (within a day) ● Learn and understand our tech stack (systems and tools) so you can teach our clients how to use them effectively. You don’t need to be a rocket scientist just a basic understanding of how and why things work. ● Problem solve and manage crisis situations. Be able to keep the temperature low with irate clients and find a win-win situation for problems ● Coach clients through tough situations with our tactics and strategies that we emphasize ● Act as a liaison between our internal delivery team and clients to ensure exceptional client service as it relates to industry insights campaign analysis best practices and strategic recommendations ● Assist internal teams with coordination and prioritization of projects and tasks through internal tools and systems ● Review campaign data and identify trends and insights to develop strategic recommendations for campaigns ● Implement upsell and retention strategies to help grow the business encouraging clients to take action on other products and services that could be beneficial to them Here are the minimum requirements to be considered for the role: ● You have to be willing to undergo training on all our systems and processes and be able to TEACH our clients what you learned ● You're a Tired Sales Rep OR GoHighlevel Marketing Agency that wants something more consistent and stable ● You have previous experience in an Account Management role or worked in the Hospitality or Service industry ● You are ready willing and EXCITED to role play and practice communication and sales techniques to sell clients on an idea strategy concept or new initiative ● You have an inclination towards Digital Marketing or have experience in the industry ● You are comfortable speaking and listening to people from all over the world ● You are confident in your ability to not only make decisions on the fly but also give clients advice or push back on their ideas ● You have excellent written and verbal English skills. ● You’re fun to be around over coffee or cocktails outside of work (or tea if that’s your Finally here are the KPI expectations: Sub 8% churn rate with the clients you manage 2 Upsells per month 2 Referrals 10+ Trust pilot Reviews 4+ Video Testimonials Launching new clients in 7 days or less Here are the company core values. We call it “GHLU”: 1) SPEED 2) PROCESS 3) TEAMWORK / COMMUNICATION 4) INNOVATION 5) IMPACT OVER INCOME -> READY TO APPLY? Go ahead and submit our application form: https://hiring.theghluniversity.com/apply-step Job Type: Full-time Pay: $40000.00 - $90000.00 per year Job Type: Full-time Pay: $40000.00 - $90000.00 per year Work Location: Remote
4 day(s) ago
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Client Success Manager (Remote, US)
Crosslake Technologies
Remote United States
Client Success Manager (Remote US)What we believe In the past two years more than a trillion dollars have been invested in software companies at record prices. And in many cases the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk? We believe a better way is possible – a more programmatic proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do. Our role We know that technology can create truly transformative change and its role in business is only growing. Crosslake is here to support the changemakers and help them buy build and run better technology. What we value You could be a good fit for Crosslake if you see yourself reflected in our guiding values: Service. We effect change by empowering others.Curiosity. We believe great advice starts with deep understanding.Credibility. Our expertise is earned and proven. Commitment. It’s our privilege to serve clients in their critical moments. Creativity. We are inspired by the constant pursuit of better. Overview The Client Success Manager (CSM) will play a key role in ensuring the overall success of Crosslake’s client relationships. Regularly interacting with senior leadership and key client contacts the CSM will help drive processes critical to client acquisition project execution account management and overarching client satisfaction. The role requires impeccable attention to detail a solutions-oriented attitude and extraordinary communication skills with a client service mindset. Data is of utmost importance and the ideal candidate will feel a sense of ownership and responsibility for the company’s systems of record including its CRM to ensure we are best positioned to meet client needs day in and day out. ### Expected Results + Maintain client data records to ensure high-quality reliable information from business development pipeline through project closeout + Administration of client account and project document processes (e.g. Master Service Agreements Statements of Work Non-reliance Letters etc.) yielding consistent timely execution + Coordinating early-stage client engagement logistics both internally and externally – including setting up proposal reviews scheduling meetings to refine scoping verifying staffing readiness and calendaring pre-kickoff meetings – enabling a successful project launch + Reviewing opportunities in the business development pipeline to ensure they are set up for success upon closing (e.g. appropriate documentation underway staffing needs understood etc.) + Provide general administrative support critical to client-facing leadership (generating reporting / analytics regarding projects and accounts collaborating across internal teams to drive process execution engaging in general internal and external correspondence / calendaring etc.) to promote client relations success + Other responsibilities as assigned by Management ### Requirements + Minimum of 3 years of client operations experience or in a sales support role + BA / BS in related field + Familiarity with CRM systems (SalesForce and HubSpot preferred) with the ability to create reports and extract data as needed + Proficiency in Microsoft office products such as Word Excel SharePoint and PowerPoint + Strong analytical organizational and time management skills with an eye for detail + Solid data analysis and data cleansing skills + Excellent teamwork interpersonal communication and customer service skills + Ability to manage multiple priorities and deadlines
9 day(s) ago
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Client Success Manager (Remote, US)
crosslaketech
Remote (United States)
Client Success Manager (Remote US) What we believe In the past two years more than a trillion dollars have been invested in software companies at record prices. And in many cases the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk?  We believe a better way is possible – a more programmatic proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do.  Our role We know that technology can create truly transformative change and its role in business is only growing. Crosslake is here to support the changemakers and help them buy build and run better technology.  What we value You could be a good fit for Crosslake if you see yourself reflected in our guiding values: Service. We effect change by empowering others.Curiosity. We believe great advice starts with deep understanding.Credibility. Our expertise is earned and proven. Commitment. It’s our privilege to serve clients in their critical moments. Creativity. We are inspired by the constant pursuit of better. OverviewThe Client Success Manager (CSM) will play a key role in ensuring the overall success of Crosslake’s client relationships. Regularly interacting with senior leadership and key client contacts the CSM will help drive processes critical to client acquisition project execution account management and overarching client satisfaction. The role requires impeccable attention to detail a solutions-oriented attitude and extraordinary communication skills with a client service mindset. Data is of utmost importance and the ideal candidate will feel a sense of ownership and responsibility for the company’s systems of record including its CRM to ensure we are best positioned to meet client needs day in and day out. ➡ Expected Results ➡ Maintain client data records to ensure high-quality reliable information from business development pipeline through project closeoutAdministration of client account and project document processes (e.g. Master Service Agreements Statements of Work Non-reliance Letters etc.) yielding consistent timely executionCoordinating early-stage client engagement logistics both internally and externally – including setting up proposal reviews scheduling meetings to refine scoping verifying staffing readiness and calendaring pre-kickoff meetings – enabling a successful project launchReviewing opportunities in the business development pipeline to ensure they are set up for success upon closing (e.g. appropriate documentation underway staffing needs understood etc.)Provide general administrative support critical to client-facing leadership (generating reporting / analytics regarding projects and accounts collaborating across internal teams to drive process execution engaging in general internal and external correspondence / calendaring etc.) to promote client relations successOther responsibilities as assigned by Management Requirements ➡ Minimum of 3 years of client operations experience or in a sales support roleBA / BS in related fieldFamiliarity with CRM systems (SalesForce and HubSpot preferred) with the ability to create reports and extract data as neededProficiency in Microsoft office products such as Word Excel SharePoint and PowerPointStrong analytical organizational and time management skills with an eye for detailSolid data analysis and data cleansing skillsExcellent teamwork interpersonal communication and customer service skillsAbility to manage multiple priorities and deadlines ➡
9 day(s) ago
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Client Success Manager for US Ecommerce Agency (Remote)
Paired
Remote
Paired is a global staffing and recruiting agency that specializes in pairing remote work with top-tier talent! We are dedicated to connecting talented individuals with remarkable companies in need of their skills. Our goal is to create fulfilling job opportunities for professionals around the world. We are hiring a Client Success Manager to be the main point of contact for our client clients! You will guide them through their audit process make sure they are always informed and advocate for their needs internally. You don't need technical experience on day one but you do need to be confident organized and willing to learn our tools and services quickly. This role is all about communication relationship-building and execution. Your goal is to make each client feel like a priority and a true partner in the process.? Responsibilities Act as the primary contact for a portfolio of clients Keep clients updated engaged and clear on next steps throughout the audit process Collaborate with internal teams to make sure client needs are met Translate client goals or concerns into clear action items Learn and speak confidently about our tools and services Track client progress and organize tasks across multiple accounts Gather client feedback and surface opportunities for improvement Onboard new clients and keep track of the services they want to use Requirements: Who You Are Personable and confident in client-facing conversations Experienced in roles like account management vendor management or client services Organized and detail-oriented with excellent follow-through Comfortable learning new concepts tools and technical workflows A proactive communicator who can keep everyone aligned An advocate for the client experience both externally and internally Qualifications 3 or more years in a client-facing role preferably in eCommerce tech or consulting High standards for service communication and organization Ability to collaborate across teams and prioritize multiple projects Curiosity about Amazon systems and a desire to grow with a scaling company Bonus Experience Familiarity with Amazon Seller Central or Vendor Central Experience in retail consumer brands or financial recovery services Background working in a startup boutique agency or tech-enabled service firm There'll be an assessment for this role! Benefits: Less micromanaging more freedom more ownership. Remote-Work Friendly Full-time contractor role with flexible hours overlapping 2-6 hours with US Eastern Time Competitive salary in USD 3 - 4 gross/month
18 day(s) ago
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Client Success Manager for US Ecommerce Agency (Remote)
Paired
Remote Ireland
Paired is a global staffing and recruiting agency that specializes in pairing remote work with top-tier talent! We are dedicated to connecting talented individuals with remarkable companies in need of their skills. Our goal is to create fulfilling job opportunities for professionals around the world. We are hiring a Client Success Manager to be the main point of contact for our client clients! You will guide them through their audit process make sure they are always informed and advocate for their needs internally. You don't need technical experience on day one but you do need to be confident organized and willing to learn our tools and services quickly. This role is all about communication relationship-building and execution. Your goal is to make each client feel like a priority and a true partner in the process.? Responsibilities Act as the primary contact for a portfolio of clients Keep clients updated engaged and clear on next steps throughout the audit process Collaborate with internal teams to make sure client needs are met Translate client goals or concerns into clear action items Learn and speak confidently about our tools and services Track client progress and organize tasks across multiple accounts Gather client feedback and surface opportunities for improvement Onboard new clients and keep track of the services they want to use Requirements: Who You Are Personable and confident in client-facing conversations Experienced in roles like account management vendor management or client services Organized and detail-oriented with excellent follow-through Comfortable learning new concepts tools and technical workflows A proactive communicator who can keep everyone aligned An advocate for the client experience both externally and internally Qualifications 3 or more years in a client-facing role preferably in eCommerce tech or consulting High standards for service communication and organization Ability to collaborate across teams and prioritize multiple projects Curiosity about Amazon systems and a desire to grow with a scaling company Bonus Experience Familiarity with Amazon Seller Central or Vendor Central Experience in retail consumer brands or financial recovery services Background working in a startup boutique agency or tech-enabled service firm There'll be an assessment for this role! Benefits: Less micromanaging more freedom more ownership. Remote-Work Friendly Full-time contractor role with flexible hours overlapping 2-6 hours with US Eastern Time Competitive salary in USD 3 - 4 gross/month
18 day(s) ago
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