Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Success Manager

Pereview Software

Client Success Manager

Join Our Growing Team at Pereview Software: Client Success Manager

Are you a client advocate, focused on driving valuable business outcomes, a good listener and passionate about helping companies drive the most value from Pereview? Do you thrive in a fast-paced, collaborative environment where your work directly contributes to our client's success?

Pereview Software is looking for a Client Success Manager to join our high-performing team. In this pivotal role, you will serve as the vital link between our clients and our internal teams to ensure our clients are fully enabled across the Pereview platform. You will need to build strong relationships with our clients across their organization, gain a deep understanding of their business, and ensure there's a value-add partnership that is anchored by our technology solutions and products.

If you're someone that can help scale our business through a high growth phase, ensure client retention and adoption, has a knack for engaging and collaborating with clients, we'd love to meet you.

What You'll Be Doing:

You will be responsible for managing a book of clients throughout their entire journey post implementation as well as continuing to improve the process and methodology of proactively supporting live clients, while leveraging your product expertise and industry best practices. You will own client outreach, understand each client's product usage, partner with clients to adopt new features and functionality with each new Pereview release, answer or facilitate answers to the clients' questions, and drive multi-level adoption throughout each client by expanding the user base.

You will engage with clients to ensure the most efficient and ecstatic experience using our products to drive their business outcomes. Success in this role requires strong collaboration with all of the Pereview cross functional teams. Many client initiatives take a team approach to delivering. The ultimate goals are client adoption, expansion and retention which will lead to evangelists that refer clients and provide references for Pereview.

This includes:

  • Proactively and routinely check-in with our clients to discuss their adoption related to their adoption plan, along with identifying reasons for under or overachievement.
  • Identify any trends that need to be addressed within our business related to low adoption and communicate those trends to Pereview leadership
  • Bring best practices from clients and the industry to the entire client base
  • As needed, shadow Client Onboarding projects, as well as other applicable Client Success functions to learn the full Client Experience
  • Gather and prioritize client feedback through various internal platforms, looking for pertinent trends and anomalies
  • Follow all Clients on LinkedIn staying informed of their business dealings and commenting with Pereview support to their success
  • Travel to build face-to-face relationship with Client base at all levels of usage
  • Conduct regular check-ins, QBRs (Quarterly Business Reviews), and feedback sessions with clients to ensure continuous improvement and satisfaction
  • Managing situations that require real-time solutions and set clear expectations on resolution plans
  • Escalating complex issues to engineering or technical teams while maintaining ownership of client communication
  • Building and sustaining strong relationships with cross functional departments

You'll Excel in This Role If You Are:

  • A self-starter who takes initiative and thrives in a results-driven environment
  • Someone who wants to delight clients and drive positive CSAT scores
  • A strong communicator who can translate desired business outcomes to technical teams
  • Inquisitive while listening for and understanding business challenges and pain points
  • Someone who is enthusiastic, willing to learn quickly and eager to drive client engagement
Pereview Software
Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Client Success Manager in Dallas, TX vacancy
  •  ...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... 
    Suggested
    Full time

    Globe Life: Moore Organizations

    Dallas, TX
    3 days ago
  •  ...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner...  ...client teams. What you will do: # Build, develop and manage relationships with a variety of clients ranging from senior C-... 
    Suggested
    Internship

    Gartner

    Irving, TX
    14 hours ago
  • $72k - $90k

     ...Sr Client Success At Cotality, we are driven by a single missionto make the property industry faster, smarter, and more people-centric...  ...compliance issues are met and disclosed to the client. Involves in managing client integrations, conversions to new solutions, (platforms... 
    Suggested
    Work at office
    Local area
    Remote work
    Flexible hours

    Cotality

    Irving, TX
    1 day ago
  •  ...Account Executive/Client Partner _ Buckhead, GA & Dallas, TX Now100 is committed to understanding our clients' needs and providing...  ...building, organization, and being detail-oriented are keys to success. Your overall purpose is to create a meaningful relationship with... 
    Suggested
    Permanent employment
    Full time
    Contract work
    Remote work

    Now100

    Dallas, TX
    3 days ago
  •  ...building our talent pipeline for future Junior Client Partner opportunities. While this is not an...  ...directly with our Product Delivery Managers to help prioritize client requests and manage timelines. A successful candidate will support a Sr. Client Partner... 
    Suggested
    Immediate start
    Remote work
    Shift work

    Its Plein Air Agency LLC

    Dallas, TX
    27 days ago
  •  ...Client Success Partner (CSP) - Enterprise Team As a Client Success Partner (CSP) within the Enterprise team, you will support our largest...  ...executives (CHRO, Chief Learning Officer & Digital Learning Manager) of our clients to develop the usage, adoption & impact of... 
    Remote work
    Work from home
    Flexible hours

    360Learning

    Addison, TX
    2 days ago
  •  ...Head of Client Experience About the Company Travel company delivering exceptional...  ...travelers, travel advisors, and partners. The successful candidate will be responsible for...  ...track record in leading service operations, managing escalated customer concerns, and a... 
    Remote work

    Confidential

    Dallas, TX
    1 day ago
  •  ...Client Business Executive Thrive seeks to hire a CBE to further accelerate growth into...  ...attain quota selling Thrive's Technology Managed Services Platform. There will be support...  ...from 4-year college with proven academic success Experience working for a Technology Managed... 
    Contract work

    Thrive Senior Living, LLC

    Dallas, TX
    2 days ago
  • $94k - $122k

     ...PSA Verified Customer Success Manager We are looking for a meticulous and knowledgeable PSA Verified Customer Success Manager to join...  ...Verified repack ecosystem. You will work directly with our Verified clients maintaining and expanding their repack business. In this... 
    Remote job
    Full time
    Flexible hours
    Shift work

    Collectors Universe

    Dallas, TX
    23 hours ago
  • $15.39 - $19.67 per hour

     ...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes...  ...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Flexible hours

    Banfield Pet Hospital

    Dallas, TX
    1 day ago
  • $144k - $244k

     ...Client Executive NTT DATA strives to hire exceptional, innovative and passionate individuals...  ...diverse solution offerings as well as management of a diverse application and...  ...dispersed organizations at C-level Create success with P&L of $10 million+ w/financial management... 
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    NTT DATA

    Dallas, TX
    14 hours ago
  • $15.39 - $19.67 per hour

     ...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes...  ...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Flexible hours

    Banfield Pet Hospital

    Duncanville, TX
    1 day ago
  •  ...Client Service Manager At StructureCare, we don't just restore parking garages, we protect what supports everything else. As a national leader...  ...deliver what we promise, with no surprises. Behind every successful project is a team of problem-solvers, planners, and... 
    Full time
    Flexible hours

    The High Companies

    Dallas, TX
    1 day ago
  •  ...Diversified Maintenance Client Relations Executive Join Diversified Maintenance! We...  ...offer steady, reliable work in janitorial management, full-time and part-time janitorial...  ...and operations team to ensure long term success through the delivery of quality service.... 
    Full time
    Part time
    Local area

    Diversified Maintenance

    Dallas, TX
    1 day ago
  •  ...Client Relations Manager Military Operations The Client Relations Manager Military Operations is responsible for overseeing all aspects of...  ...excellence, client satisfaction, and long-term partnership success. The Client Relations Manager leads program onboarding, manages... 
    Shift work

    Minol USA

    Addison, TX
    1 day ago
  •  ...Client Executive - July 2026 Chicago, IL; Washington DC; Dallas, TX; Manhattan, NY Signers National is a leading insurance platform...  ...sell insurance coverage that your prospects need to effectively manage their risk and exposure. Responsibilities: Client... 

    Signers National

    Dallas, TX
    3 days ago
  • $15 - $18.69 per hour

     ...Client Care Associate The Client Care Associate's primary role is to provide clients general assistance related to Optimum Wellness...  ...effort by accomplishing related results (personal metrics). Manage high volume of incoming client requests via telephone, email, and... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Flexible hours

    Banfield Pet Hospital

    Dallas, TX
    4 days ago
  •  ...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 time
    Work at office
    Remote work

    MBE CPAs LLP

    Dallas, TX
    14 hours ago
  •  ...insurance and financial protection solutions to families and individuals &##128313;Educate clients on policies that prevent financial disaster during times of loss &##128313;Manage your own book of business through virtual appointments - Use our proven internal... 
    Full time

    Globe Life: Moore Organizations

    Dallas, TX
    2 days ago
  •  ...Customer Success Manager What if the enterprise had complete control over the browser? What would it mean for security, for productivity...  ...Responsibilities Serve as the main point of contact for clients, addressing their needs and ensuring satisfaction throughout... 

    Island

    Dallas, TX
    14 hours ago
  •  ...Job Role: Client Success Manager Job Type- Full-Time Location- Dallas,TX (Onsite) Profile Summary We are seeking a strategic, relationship-driven, and results-oriented Client Success Manager to join our growing team in Dallas. This role is ideal for a natural... 
    Full time
    Afternoon shift

    Snaphunt

    Dallas, TX
    more than 2 months ago
  • $100k - $120k

     ...Customer Success Manager Darktrace is a global leader in AI for cybersecurity that keeps organizations ahead of the changing threat landscape...  ...and Cyber Threat Analysts. Conduct business reviews with client executive leadership and health checks on the deployment to... 
    Base plus commission
    Work at office

    Darktrace

    Dallas, TX
    4 days ago
  • $65k - $75k

     ...Customer Success Manager Dallas, Texas Take Command is a start-up on a mission to improve the healthcare system, starting with health...  ...needs and dynamic workforces, we are expanding our Client Partnership Team. The Benefits Partner (BP) serves as the operational... 
    Seasonal work
    Work at office
    Work from home
    Flexible hours
    Day shift

    Take Command

    Dallas, TX
    2 days ago
  •  ...Senior Private Client Relationship Manager Location: On site in Dallas, TX The Private Client Relationship Manager will provide business...  ...Financial Services Bachelor's Degree required Proven sales success and strong business acumen Strong community presence... 
    Temporary work
    Work experience placement
    Local area

    First Horizon

    Dallas, TX
    4 days ago
  •  ...SpecialtyRx takes pride in delivering personalized care and quality pharmacy services.   NOTICE:  SpecialtyRx is seeking an Client Services Manager located in the surrounding area of Dallas, TX.   The Client Services Manager will be servicing and overseeing the... 
    Local area
    Long distance

    SpecialtyRX

    Dallas, TX
    10 days ago
  •  ...is a leading provider of Revenue Cycle Management (RCM) services, certified in SOC2 compliance...  ...provider onboarding across multiple clients and specialties. Key Responsibilities...  ...professional development. Make a meaningful impact on patient care and operational success.... 

    Calpion/Plutus Health

    Addison, TX
    6 days ago
  •  ...Customer Success Manager Customer Success Manager - Oil and Gas Why YOU want this position At Enverus, we're committed to empowering...  ...and expanding current contracts. This will include increasing client engagement, expanding relationships to new stakeholders, lead... 

    Enverus

    Dallas, TX
    4 days ago
  • $68.5k - $116.3k

     ...the future. Job Description In this role, you will support client enrollment activities for indirect spend and purchased services...  ...documentation to support visibility for clients, sales, client management, implementation teams, and leadership. Respond to inquiries... 
    Contract work

    Vizient

    Irving, TX
    2 days ago
  • $30.05 - $42.07 per hour

     ...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver... 
    Work experience placement
    Work at office

    TIAA

    Dallas, TX
    3 days ago
  •  ...Senior Customer Success Manager Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who...  ...profit, efficiency and quality goals are attained at each client engagement; ensure KPIs are meaningful, aligned and achieved... 
    Work at office
    Local area

    GXO

    Dallas, TX
    23 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Success Manager. Be the first to apply!