Client Success Manager
Dakota Software Corporation
Client Success Manager 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
$150k - $270k
...help to build a better working world. The opportunity Technology is central to how EY serves clients and protects trust. The Associate Director, Technical Customer Success Manager (TCSM) is the senior technical advisor for strategic accounts, combining customer success,...SuggestedSummer holidayLocal areaFlexible hours- ...technology and human ingenuity every day, serving clients in more than 120 countries. We embrace... ...of change to create value and shared success for our clients, people, shareholders,... ...the end-to-end delivery of infrastructure managed services across a portfolio of enterprise...SuggestedFull timeContract workWork experience placementFor subcontractorLive inWork at officeLocal areaNight shift
- ...Job Description Job Description The Client Experience & Service Delivery Manager owns the quality, consistency, and reliability of Accellis service... ...Review time sheets and PTO requests Measures of Success Maximize client retention and prioritize the...SuggestedRemote work
$300 per month
...Client Accounting Services Manager (Cincinnati - FT or PT) Are you an accounting professional with a positive attitude who is seeking stimulation and opportunities to grow professionally, but within the context of a company that respects you, your happiness and your wellbeing...SuggestedFull timeTemporary workPart timeHome officeNight shift- ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered... ...; think of Gallagher.OverviewWe’re looking for a Senior Client Manager to join our team. You’ll play a key role in delivering...Local area
- ...Trucordia, our company is built on wildly successful businesses in our communities across the... ...and opportunities for our employees, clients and stakeholders. We celebrate both individual... .... Develop long-term strategic risk management plans that support clients’ operational,...Contract workFlexible hours
- ...ePayments America, Inc. seeks a Director of Client Development for Payment Solutions/Banking to... ...designated markets. You will close opportunities and manage key customer relationships with a focus on capture and growth. The successful candidate will articulate solutions to...
- ...Client Service SupervisorWe are seeking a highly experienced Client Service Professional to join our leadership team as Client Service Supervisor. Under direction from the Hospital Manager/Administrator, the Client Service Supervisor performs a wide range of difficult...Temporary work
$135k - $149k
...LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Client Engagement Lead Senior Manager you will lead client-focused work within our Software... ...Product Innovation practice, bringing together customer success management and product innovation to strengthen...Full timeWork experience placementH1b$80k
...description: \n Make & Model Marketing is looking for an Account Manager to join our team. Make & Model Marketing is an automotive... ...marketing services for dealership accounts as well as visiting clients in-person on a monthly basis or holding video calls for a strategy...Fixed term contractWork at officeFlexible hoursNight shift- ...About the Role Encore Funding is looking for a Client Service Manager who will oversee day-to-day client service and funding operations... ...approachable, and team-focused working style. What Success Looks Like Weekly funding requests are reviewed and...Permanent employmentFull timeTemporary workWork at officeRelocationMonday to Friday
$100k - $175k
...Location & Details Location: USA – Cleveland, Ohio (Hybrid; Onsite Client Engagements Required) Work Type: Full-Time, Permanent Experience... ...experienced Property and Casualty Client Executive to lead and manage a portfolio of commercial insurance clients. The role involves...Permanent employmentFull timeWork at officeNight shift- ...Customer Success Manager Remote (Central Time) | SaaS | Field Service Technology Help Home Service Businesses Scale Smarter At Sera... ..., and long-term adoption Configure solutions and guide clients through operational workflow improvements Build trusted relationships...For contractorsRemote work
- ...security-first technology consulting and managed services firm helping organizations address... ..., and technology partnerships to help clients solve complex business and security challenges... ...client-facing experience.Demonstrated success developing pipeline and closing new...Full timeContract workRemote work
$75k - $80k
Role: Client Account Manager - Automotive Digital Marketing (Future Opportunity Talent Pipeline) Employment Type: Full-Time Location: In-Office in our Ohio City/Cleveland Location 5 Days Per Week Travel: Between 25% of the time About The Role As a Client Account Manager...Full timeWork at officeFlexible hoursNight shift- ...Never Ending Travels is seeking a highly organized Scheduling & Client Services Coordinator to support clients through vacation planning and reservations. This remote role blends scheduling, client communication, and itinerary coordination to help families craft memorable...Remote work
- ...Miracle software systems, Inc., is looking for Business Development Manager at Cleveland,OH location. Below is the detailed job... ...customers in their respective region on regular basis. Take Care of Client relationship management - maintains professional relations with...
$93.1k - $172.9k
Job DescriptionAs a Customer Success Manager focused on direct tax, you will translate complex tax rules and changing regulations into practical guidance, helping clients stay ahead of change and make confident decisions in every filing season.Customer Success is not just...Full timeLocal areaRemote workFlexible hours- ...proactive, highly organized, and comfortable managing multiple priorities in a fast-paced... ...opportunities, mitigate risk, and drive customer success. A collaborative team player, you work... ...% to 100% depending on business need and client requirements. Basic Qualifications:A...Full timeLive inWork at officeLocal area
- ...long planning cycles, rigid campaigns, and success measured in outputs. Today demands... ...agency of one. This is not a role about managing AI adoption or evangelizing what's possible... ...offerings that create genuine value for clients. You move fast, work across disciplines,...Full timeLive inWork at officeLocal areaShift work
- ...Is this the role you are looking for If so read on for more details, and make sure to apply today.Client Service Manager - Urgently hiring near Shaker Heights! Job Title: Client Service ManagerPay: $100,000 - $115,000Hours: Monday - Friday, 8AM - 5PMStart Date: ASAPReady...Work at officeImmediate startMonday to Friday
- ...Trucordia, our company is built on wildly successful businesses in our communities across the... ...and opportunities for our employees, clients and stakeholders. We celebrate both individual... .... Develop long-term strategic risk management plans that support clients’ operational,...Contract workFlexible hours
- ...A leading insurance company in Cleveland is seeking an experienced Property and Casualty Client Executive to manage a portfolio of commercial insurance clients. Responsibilities include leading client advisory services, overseeing account lifecycle management, and collaborating...
- ...Client Accounting Services (CAS) Department Manager The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional...Full timeWork at officeRemote work
- Haley & Aldrich is seeking an experienced Senior Client Development Manager, Energy, to grow our work with electric and gas utilities, independent power producers, cooperatives, and other energy sector clients. This full-time, local hybrid role involves leading sales activities...Full timeLocal area
$250k
Client Manager Department: Project Management Employment Type: Full Time Location: Cleveland, OH Description Help Build a More Sustainable... ...approach. This role builds confidence with new clients by successfully initiating and managing first‑time projects, naturally...Full timeContract workWork at officeLocal area- A prominent insurance company in Cleveland, Ohio, seeks a Property and Casualty Client Executive to manage a portfolio of commercial insurance clients. The role involves leading operations, collaborating with producers, and maintaining client relationships. Ideal candidates...
- A leading insurance firm is seeking an experienced Property and Casualty Client Executive in Cleveland, Ohio. The role focuses on managing a commercial insurance client portfolio, delivering advisory services, and overseeing account management. Candidates must have at least...
- Unison Risk Advisors is seeking a Client Manager for Personal Lines to independently manage client relationships and service delivery within an assigned book of business. You will balance strategic advisory with hands‑on execution to deliver best‑in‑class client outcomes...
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