Client Success Manager

Open for applicants in any of the following locations: Washington, D.C. metro area or San Diego, CA Full-time with benefits Up to 20% travel What you will do You will support client accounts to ensure clients are getting the most value out of Clearspeed products and that client perspectives are understood and addressed with the purpose of increasing client retention and expansion. Responsibilities Create strong working relationships across all accounts by understanding each client’s unique needs and providing best-in-class client experience. Partner with clients to understand their current and future business goals and challenges to provide actionable solutions to drive product adoption and increase usage of Clearspeed solutions. Lead client calls and product training sessions as well as providing ongoing consultation on best practices and effective workflows. Contribute to Quarterly Business Reviews and POV evaluations by providing key observations from operational data. Develop Client Success Plans / Strategies unique to each client in your portfolio. Use client management tools to track client activities, project tasks and communication; take a proactive approach to all client services. Advocate on behalf of our clients by working cross-functionally with internal teams to address client requests and meet our clients’ needs. Track all client requests, product enhancements and software bugs. Minimize account churn and escalate critical client issues when necessary. Continually identify opportunities to increase revenue, particularly in the areas of retention, upselling, and client experience. Perform additional related duties as required. Who you are We value team members who are innovative, driven, and enthusiastic. You must be a proven self-starter with a hands‑on mentality and a result‑oriented attitude. You must be inquisitive and creative in solving problems and understanding new clients; structured and process‑driven but efficient in execution; energetic, passionate, and resilient by nature! Requirements Bachelor's degree in a related field or equivalent work experience. At least 4 years of professional experience in Client Success, Client Service, Account Management or equivalent experience with a strong focus on client communication and project management. Experience supporting clients within Financial Services, Insurance (required) and Banking (highly preferred). Experience supporting clients in a SaaS environment. Strong technical, project management, organizational and problem‑solving skills. Strong Microsoft Office skills including PowerPoint, Word and Excel. Excellent verbal, written communication and presentation skills. Ability to prioritize workload to meet critical objectives and timelines, and work in a multitasking environment. Exceptional team player, but also comfortable working independently. Fluency in English and Spanish preferred. Who we are At Clearspeed, we are driven by corporate DNA committed to the service of others and a passion for our AI‑enabled technology that is redefining risk assessment. Our fast‑growing team spans operations across the US, Canada, and EMEA. Together our team of brilliant minds, diverse in expertise and experience, collaborate and contribute to a shared vision of enabling trust faster. Work‑life balance Remote/hybrid work flexibility Our benefits Competitive compensation: salary + performance‑based bonuses Stock options Unlimited paid time off Health and wellness coverage Salary range is based on national benchmark data of comparable roles, skills and experience level. Exact compensation will be based on individual skills and experience, and location which will be assessed during the interview process. #J-18808-Ljbffr