Client Success Manager

Client Success Manager

Mountainise Inc. is a global RevOps, CRM, and Marketing Automation consultancy helping fast-growing companies build scalable systems across HubSpot, Salesforce, Marketo, and custom data environments. We partner with leading SaaS, fintech, eCommerce, and service brands to streamline operations, improve revenue visibility, and accelerate growth.

We are expanding our US team and looking for a Client Success Manager who can build strong client relationships, manage ongoing engagements, and ensure our customers receive consistent value from our services and solutions.

Role Overview

The Client Success Manager will be responsible for managing client relationships, supporting project delivery, and ensuring overall client satisfaction. This is a highly collaborative role that partners with our RevOps consultants, technical architects, and project managers to deliver smooth, high-impact results for Mountainise clients.

Key Responsibilities

• Own day-to-day communication with assigned clients, acting as their primary point of contact.
• Understand client goals, challenges, and business processes to ensure alignment with Mountainise deliverables.
• Coordinate with internal teams (RevOps, CRM, engineering, PMO) to ensure timely and high-quality execution.
• Track project milestones and proactively communicate updates, risks, and dependencies.
• Support onboarding of new clients, including documentation, kickoff preparation, and resource coordination.
• Monitor client engagement and identify opportunities for optimization or upsell.
• Prepare weekly status updates, reports, and client-facing summaries.
• Ensure customer satisfaction, retention, and long-term relationship growth.
• Participate in internal improvement initiatives and cross-team collaboration efforts.

Required Qualifications

• 2–4 years of experience in Client Success, Account Management, RevOps, or related customer-facing roles.
• Exposure to CRM or automation platforms (e.g., HubSpot, Salesforce, ActiveCampaign, Marketo).
• Strong communication and relationship-building skills.
• Comfortable working directly with executives, marketing teams, and sales teams.
• Experience managing multiple client accounts or workstreams simultaneously.
• Highly organized, proactive, and detail-oriented.
• Ability to work independently in a fast-paced, remote-first environment.

What We Offer

• Experience working within an agency or consulting environment.
• Understanding of RevOps, sales processes, and marketing automation.
• Familiarity with project management tools (ClickUp, Asana, Jira, Trello, etc.).
• Strong analytical and problem-solving skills.
• Comfortable synthesizing client needs into actionable tasks for the internal team.

Why Join Mountainise?

• Work with a global, high-performance RevOps and MarTech team.
• Exposure to cutting-edge CRM systems, automation tools, and data integrations.
• Fast-growing company with strong leadership and exciting enterprise-level projects.
• 100% remote work environment with flexible hours.
• Opportunity to grow into senior client success or project management roles.