Customer Success Manager (Client Engagement)

Job Description

Job Description

Customer Success Manager (Client Engagement)

About Consultex

At Consultex, we blend human expertise and agentic execution to deliver strategy, build culture, and drive revenue growth at scale. We call it Fused Intelligence.

We are an AI native management consulting firm that does not just tell businesses what to do. We do the work with them. We pair seasoned human consultants with Robi, an AI business consultant, and a workforce of six specialist agents that execute across sales and marketing, finance and accounting, operations, people and culture, technology and digital, and customer experience. We serve clients across commercial, healthcare, and sports.

The Role

You own the client after the deal is signed. Onboarding, implementation, and the relationship from there forward.

Our implementation follows a defined roadmap: executive alignment and planning, system integration and workflow configuration, agent deployment and department training, then launch and optimization. The process is documented and the technical work is supported by our engineering team. What you bring is the judgment to run it well and the communication skill to keep an executive client confident while it happens.

This is not a support ticket job. You will be in front of CEOs, CFOs, deans, and practice administrators. The most important thing you will do is know what to say, and what not to.

What You Will Do

• Lead executive kickoff sessions and confirm goals, success metrics, and rollout strategy with client leadership
• Run implementations end to end against the defined roadmap, on schedule and within scope
• Coordinate internal and offshore technical resources to deliver system integrations and workflow configuration
• Deliver role based training for client administrators and department leaders
• Serve as the primary point of contact for your accounts after kickoff
• Present status updates, performance reporting, and recommendations to executive stakeholders
• Identify expansion and renewal opportunities within your accounts and advance them
• Maintain accurate engagement records in the Consultex platform
• Secure client references and case study participation
• Document what you learn so the next implementation runs better than the last

What You Need

• 3 or more years in client facing delivery, account management, customer success, implementation, or project management
• Demonstrated ability to hold a conversation with an executive without a script
• Excellent written and verbal communication, with the judgment to know what is appropriate to share and what is not
• Organized to the point that nothing falls through the cracks, with the discipline to document as you go
• Comfort coordinating people you do not manage, including technical staff in other time zones
• Willingness to learn the platform deeply enough to configure, explain, and troubleshoot it in front of a client
• Discretion with confidential client, financial, and business information

Nice to Have

• Experience implementing software or a services platform for business clients
• Healthcare, higher education, or professional services background
• Familiarity with AI tooling and comfort explaining it to a non technical audience
• Consulting or agency experience