Client Success Manager
Dakota Software
THIS POSITION IS FULLY REMOTE
Applicants need to reside in one of the following states: CT, FL, GA, IL, KS, MI, NC, NE, NJ, NY, OH, PA, TN, TX, VA, OR, WA, LA
Position Description
The Client Success Manager serves as the primary contact for new and existing clients, advising and guiding them through implementation of the software, ensuring they adopt it widely and ultimately recognize business value of the solution in order to retain them as long-term customers.
Key Responsibilities
- Act as the single point of accountability for all aspects of client projects, and as an escalation point for internal and external resources
- Project manage client onboarding to successful outcomes, accelerating the time they begin finding value
- Engage with client stakeholders to understand the client's business goals and objectives
- Collaborate with the Business Analyst to determine a solution to client request and project approach
- Create Statements of Work (SOWs) and project plans with project tasks/activities organized against project milestones
- Monitor and facilitate the completion of work requests, and schedule deployments of work to client sites
- Resolve issues and roadblocks by facilitating communication, gathering additional information, and clarifying requirements
- Manage and facilitate project communications to stakeholders and project team members
- Identify and manage project risks, and work with clients to avoid or minimize impact
- Drive early adoption, setting KPIs and success metrics
- Maintain positive relationships with clients and manage client success, including measuring satisfaction and educating on new features
- Mine current customer relationships for up-sale possibilities, expansions and renewals
- Accurately forecast sales projections and the value of deals
- Keep management abreast of developments in major accounts
Qualifications
- Bachelor's degree in Sales, Business Administration, or related field; or equivalent experience
- Experience in a customer facing role, such as customer success, account management, sales or consulting
- Experience in Customer Success in a SaaS business preferred
- SaaS software sales experience preferred
- Ability to communicate effectively in both oral and written form
- Skilled in identifying needs and solutions to problems
- Ability to process information logically
- Skilled in time-management and prioritization to meet close deadlines
- Ability to follow instructions, and proven methods or techniques to client success
- Skilled in active listening, and ability to empathize with clients and their experience to build supportive and trustworthy relationships
- Ability to deliver high-quality presentations
- Skilled in persuading others to change their minds or behavior
- Skilled in bringing others together and negotiating
- Proven ability to work independently and in a team environment
- Ability to learn new technologies quickly
- ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide... ...recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors...SuggestedFull time
$78k - $84k
.... Join us and make an impact! About the Role At 3E, we're seeking a Customer Success Manager who can transform customer relationships into lasting partnerships and help clients fully leverage our evolving portfolio of solutions. This role offers the chance to...SuggestedFull timeWork experience placementCurrently hiringWork at officeRemote work$70k - $80k
...Client Experience Manager About Market My Market Market My Market is a fast-growing digital marketing agency delivering customized, full-... ...development and operations. You'll collaborate closely with Client Success Assistants (CSAs), who provide operational and...SuggestedFull timeContract workLocal areaRemote work- ...Milan Laser Hair Removal is seeking an experienced, full-time Assistant Sales Manager to lead our Newport News clinic team. You will engage clients with personalized consultations, assist in crafting dream packages, and collaborate on financing options to make services...SuggestedFull time
$15.06 - $19.24 per hour
...Client Service CoordinatorThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the... ..., selling retail products and scheduling future appointments.Manage the finances by maintaining accurate balances and utilizing proper...SuggestedMinimum wageFull timeTemporary workFlexible hoursAfternoon shift- ...Snow is seeking a Vice President, Client Services to lead client relationships and strategic... ...opportunities while ensuring program success and client satisfaction. As VP, Client Services... ...oversee multiple accounts, mentor staff, manage budgets, and collaborate with Creative...
$104k - $183k
...strengthen customer experiences, and achieve the business outcomes they expect from their Genesys investment. As a Senior Customer Success Manager, you will own the end-to-end customer success relationship, translating customer priorities into actionable success plans and...Full timeWork from homeWorldwideFlexible hours- ...Zachry Nuclear Engineering, Inc. seeks a seasoned Project Engineer/Manager with deep experience in design engineering, project management and client relations to lead complex client initiatives at nuclear facilities. You will coordinate from early concept through design...
- ...provider in Newport News, VA is seeking a Director of Intake and Client Care to oversee intake functions and supervise staff. This leadership position requires collaboration across departments, managing admissions and discharges, and ensuring high-quality service access...
- Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business through virtual appointments - Use our proven internal blueprint and...Full time
- ...Engagement Manager Engagement Manager delivers measurable impact for our Public Sector customers as well as at the Business Unit (BU)... ...projects. Sales Strategy: Shape account strategy to align with client goals and lead the sales of complex Professional Services & Training...Worldwide
- ...create strategic narratives for senior management teams of blockbuster drugs by designing... ...insights from complex datasets. We support our clients through their entire business lifecycle;... ...exceed expectations and ensure project success. Business Growth Contribution -...Full timeRemote work
$65k
...specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client.Role Overview:As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their...Full timeFlexible hours- ...Chesapeake Bank is seeking an Account Executive to manage a portfolio of Flexent clients, handling invoice verification, funding, and ongoing account monitoring. You will interact with business owners and client staff to ensure accuracy and profitability while upholding...
- ...Nava Public Benefit Corp. is seeking a Program Manager to lead delivery and client engagement across strategic government contracts. You will manage client trust, team health, staffing, contract management, and growth, drawing on over a decade of experience with large...Contract workRemote work
$140k - $150k
...Senior Account Manager Company Overview Join a dynamic team that's redefining consumer... ...and merchant-level data give clients a competitive edge—and you'll be at the forefront... ...Product, Marketing, Ops, and Customer Success to solve client problems fast and use those...Base plus commissionFull timeContract workCurrently hiringImmediate startRemote workShift work- ...responsible for selling professional services, managed services, and technology products in the... ...is responsible for providing RavenTek’s clients and prospects with the highest possible... ...to drive associated product revenue. Successfully negotiate client contracts. Provide...Full timeWork experience placementWork at officeRemote workMonday to Friday
- ...AI-enabled solutions that span practice management to electronic medical records and e-prescribing... ...harmony between therapists, their clients, and the whole healthcare community.... ...commercial judgment needed to become a successful full-cycle Account Executive. You'll have...Full time
$87k - $115k
...development projects, providing day-to-day leadership to both client and internal teams. They build deep relationships with their clients... ...challenging conversations to reach a solution. Builds and manages project plans and budgets for projects ranging from quick-turnaround...Full timeTemporary workRemote workHome officeFlexible hours$70k - $90k
...Market Account Executive with demonstrated success closing new business in B2B SaaS. You... ...Executive team. Market Context: The EHS management software TAM is ~$7 billion and is... ...quality solutions and tailored demos based on client requirements. What You’ll Do Deliver...Full timeTemporary workCurrently hiringWork at officeRemote workFlexible hours- ...shortening historical sales cycles Lead and manage multiple accounts and be the single... ...to our customers and foster long term, successful relationships Promote AccuWeather’s industry... ...meet or exceed quota Excellent client relations and negotiating skills Solid presentation...Local areaRemote workNight shift
$26.5 - $31.5 per hour
...looking for a Mitigation Restoration Project Manager for our Yorktown VA office. This is a... ...field, making decisions that impact the success of the assignment. They perform a variety... ...will make a difference here. From helping clients solve the needs they have, helping our company...Hourly payContract workWork at officeWeekend work- ...ship, learn fast. It helps them find prospective clients who need legal help and gives them AI-powered tools to manage intake, follow-up, scheduling, and payments- so... ...priority. For Fount and other growth-stage products, success means bringing in qualified customers, driving...Immediate startRemote work
- ...InStride is seeking an experienced Events Marketing Manager to lead our event portfolio as a strategic B2B marketing and growth channel. You will own the strategy and execution of events, partnering with Marketing and Sales to support go‑to‑market priorities, engage target...
- ...Project ManagerWe are currently seeking a Project Manager for our Transportation Division located in... ...track record of leading functional teams while successfully creating and delivering impactful solutions for your clients? Do you inspire others to want to do their very...Work experience placement
- ...small law firms. It helps them find prospective clients who need legal help and gives them AI-powered tools to manage intake, follow-up, scheduling, and payments—so fewer... .... For Fount and other growth-stage products, success means bringing in qualified customers, driving...Full timeRemote work
- ...operating system to support it. The Sales Manager will have responsibility for growth of... ...performance to leadership, highlighting successes and areas for improvement Ability... ...skills to effectively interact with clients, team members, and stakeholders. All...Full timeTemporary workLocal areaImmediate startHome officeOverseasRelocation packageFlexible hours
- ...profitable sales growth within an established CPA firm account base. You will report to the Divisional Manager, Field Sales, and participate in training, prospecting, and client presentations. You will manage pipelines, conduct in-person and virtual meetings, and collaborate...Remote work
- ...development ~ Tuition assistance Job Title: IT Project Manager Job Location: 100% remote Clearance Requirement: NACI... ...agile project manager to lead a team for a civilian government client. This candidate will be responsible for the lead management of...Full timeWork experience placementImmediate startRemote workShift work
$104.9k - $174.7k
...link below About the team: Our Government Project Management Office (PMO) is a strategic partner to the business, driving... ..., regulated, and customer-facing environments, where successful delivery and client confidence are critical to long-term success. About the...Full timeTemporary workLocal areaShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Manager. Be the first to apply!
- engagement director Yorktown, VA
- client experience manager Yorktown, VA
- client services coordinator Yorktown, VA
- client service manager Yorktown, VA
- client relationship manager Yorktown, VA
- engagement manager Yorktown, VA
- client executive Yorktown, VA
- client engagement manager Yorktown, VA
- client services supervisor Yorktown, VA
- client manager Yorktown, VA


