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

Client Success Manager II

$72k - $105k

POS360

About POS360


We are a rapidly growing technology company specializing in point-of-sale payment processing and delivery integrations for locally owned brick-and-mortar stores. Our mission is to accelerate the transition from traditional electronic cash registers to powerful new point of sale products. Our highly specialized systems address the specific pain points identified through over a decade of working with neighborhood stores, markets, and restaurants. With an unrivaled dedication to delivering superior tools that are easy to use and a technical team providing industry-leading support, our systems open the door to the next level of success for our clients.


About The Role


The Client Success Manager II (CSR II) is pivotal in driving long-term client satisfaction and success through strategic engagement and proactive service. The Client Success Manager II takes on an expanded portfolio of accounts; including designated VIP clients and is responsible for managing accounts with advanced integration needs. Building on the foundation of the Level I role, this position requires greater analytical skills, a higher volume of active accounts, and a deeper command of complex technical implementations to deliver an elevated service experience.

What You'll Own & Drive

Relationship Building:

  • Regularly engage with clients to strengthen loyalty and trust in the services provided.
  • Act as the dedicated point of contact for designated VIP accounts, providing elevated service, strategic guidance, and white-glove attention.
  • Manage a larger portfolio of accounts than Level I, maintaining consistent service quality and engagement across a high volume of clients.
Proactive Account Wellness Screening:
  • Conduct periodic assessments to gauge client satisfaction, identify potential issues, and recommend improvements.
  • Monitor account performance to ensure clients are utilizing services to their full potential.
  • Provide personalized recommendations based on wellness screening findings to enhance client success.
  • Oversee accounts utilizing advanced integrations, proactively monitoring issues and coordinating solutions with technical teams.
Profitability Analysis:
  • Analyze client profitability to ensure our services are delivering maximum value.
  • Identify growth areas and opportunities to enhance the client's experience and financial outcomes.
  • Share actionable insights with clients on optimizing strategies and increasing value.
  • Develop tailored strategic growth plans for VIP accounts, identifying upsell opportunities and ensuring long-term retention.
Addressing Account Inquiries & Issues:
  • Serve as the primary point of contact for client service inquiries, ensuring issues are resolved timely and professionally.
  • Collaborate with internal teams to address complex account-related issues and ensure overall client satisfaction.
  • Perform additional tasks and responsibilities as assigned by management
Qualifications
  • Bachelor's degree in Business Administration, Marketing, or a related field preferred.
  • Minimum 5 years of experience in client services or account management, with a proven track record of enhancing client satisfaction and profitability or at least 1 year in a client success role at POS360, Inc.
  • Proficiency in CRM software, Microsoft Office, and other digital productivity tools.
  • Strong analytical skills to conduct profitability analysis and monitor account performance.
  • Excellent interpersonal and communication skills, capable of building strong client relationships.
  • Proactive problem-solver with a keen ability to identify and address potential issues before they escalate.
  • Teamwork skills, able to collaborate effectively with various internal teams.
Benefits
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Vision insurance
  • Paid time off
  • Flexible working hours
  • Free on-site gym access


Position is full-time from our Westlake Village, CA office with up to 25% Travel


Compensation: $72,000 - $105,000 annually depending on experience

POS360, Inc, Is A Drug Free Workplace
Please note that POS360 is a drug-free workplace and all candidates are required to undergo a pre-employment drug screening before being fully employed. This policy is in place to ensure the safety and health of all employees.

POS360, Inc. Is An Equal Opportunity Employer
Equal access to programs, services and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Success Manager II in Thousand Oaks, CA vacancy
  • $204.25k - $312k

     ...SalesIQ™, Axtria MarketingIQ™ and Axtria CustomerIQ™- enable clients to efficiently manage data, leverage data science to deliver insights for sales...  ...progression plan ensures every Axtrian is setup for success and able to do meaningful work in a fun environment. We want... 
    Suggested
    Hourly pay
    Full time

    Axtria, Inc.

    Thousand Oaks, CA
    2 days ago
  • $75k - $85k

     ...serve our current and future borrowers. Position Summary: The Client Relationship Manager partners closely with Loan Originators to support the...  ...right at home. Our mission is to create opportunities for success by improving homes and communities. We set up our team members... 
    Suggested
    Work at office
    Remote work
    Monday to Friday

    Anchor Loans

    Thousand Oaks, CA
    2 days ago
  • Our client, a well-established, boutique wealth management and financial planning firm in Westlake Village, is looking to add a Client Services & Operations Manager to support its growing client base and day-to-day operations. Key Responsibilities Serve as a primary point... 
    Suggested

    Alliance Resource Group

    Westlake Village, CA
    5 days ago
  • $43.27 - $52.88 per hour

     ...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...  ...for a designated book of clients, managing their insurance needs with minimal oversight... 
    Suggested
    Hourly pay
    Flexible hours

    Trucordia Insurance Services, LLC

    Westlake Village, CA
    2 days ago
  • $43.27 - $52.88 per hour

     ...Client Manager - Commercial Lines Full-time Department Name: Customer Service Office Type: Remote Compensation: USD 43.27 -...  ...cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we'... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Remote work
    Flexible hours

    Andreini & Company

    Westlake Village, CA
    3 days ago
  • A boutique CPA firm in Thousand Oaks seeks a Senior Client Manager to oversee client relationships and manage internal teams. The role requires an active CPA or EA license and over 7 years of tax experience, including leadership capabilities. Responsibilities include ensuring... 
    Hourly pay
    Remote work

    one mission

    Thousand Oaks, CA
    2 days ago
  •  ...retirement and employee benefits advisory firm seeking an Account Services team member in California. You will support Account Managers with client service activities, policy administration and renewal processes, while coordinating with Shared Services to drive timely,... 
    Remote job

    NFP Corp

    Westlake Village, CA
    2 days ago
  • Hope the Mission is hiring a Client Services Monitor for an on-site, full-time position in Thousand Oaks, CA. The role focuses on participant safety, daily operations, and program compliance in interim housing settings. The position requires reliable presence, good judgment... 
    Full time
    Interim role

    Hope the Mission

    Thousand Oaks, CA
    1 day ago
  •  ...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...  ...for a designated book of clients, managing their insurance needs with minimal... 
    Flexible hours

    Trucordia

    Westlake Village, CA
    26 days ago
  • $55 per hour

     ...Job Description Job Description Senior Client Manager / Tax Technical Lead — CPA or EA Privity CPA Partners | Thousand Oaks, CA...  ...competence, but technical knowledge alone will not make someone successful in this role. If we had to choose between: A technically... 
    Hourly pay
    Work at office
    Immediate start

    Careers

    Thousand Oaks, CA
    18 days ago
  • $145.56k - $196.93k

     ...collaborative role, you will support and manage the training curriculum for the Oncology Business...  ...compliance, and facilitates Phase II (live) training programs, with a strong emphasis...  ...goals and objectives with key internal clients, and establishing, communicating, and... 
    Full time
    Remote work
    Home office
    Flexible hours

    Amgen

    Thousand Oaks, CA
    1 day ago
  • Accounting Manager - Hybrid Schedule AvaialbleWell established, highly profitable regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll, KPI reporting, etc. for diverse, exciting clients... 
    Work at office

    Joseph Michaels International

    Woodland Hills, CA
    4 days ago
  • $97.38k - $139.97k

     ...Account Director, Influencer role will be responsible for owning a portfolio of clients, and managing a team of influencer and content creator experts. The Account Director needs to ensure successful management, delivery and execution of CJ Influencer campaigns for clients... 
    Temporary work
    Freelance
    Work at office
    Flexible hours
    3 days per week

    CJ Corporation

    Agoura Hills, CA
    2 days ago
  • $200k - $300k

     ...While our business is based in numbers, our success is truly based on people. It's why we...  ...level to join our growing firm! A Private Client Services Director provides federal tax compliance...  ...or related field Proven ability to manage, mentor, and develop staff Strong... 
    Immediate start
    Flexible hours

    Weaver

    Woodland Hills, CA
    4 days ago
  •  ...Accountabilities The Strategic Program Manager will support fully-cycle planning,...  ...account management responsibilities to ensure successful deployment, utilization, and growth of TULSA...  ...is an asset. Experience with Class II/III medical devices and controlled product... 
    Remote work

    GrabJobs

    Thousand Oaks, CA
    18 hours ago
  •  ...autonomy to reach your goals. EisnerAmperis seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic...  ...pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as... 
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    Calabasas, CA
    3 days ago
  • $90k

     ...communities and customers we serve. Hiring for a Security Client Portfolio Manager Join the world’s leading global security company! Salary:...  ...outstanding client and employee experience. To support and ensure success in this role, we provide a comprehensive, week-long... 
    Contract work
    Local area
    Remote work

    Allied Universal

    Simi Valley, CA
    5 days ago
  • $73.91k - $111.32k

     ...complex marketing problems and design custom, successful marketing solutions. In short, we help...  ...Dysrupt is looking for a Senior Account Manager that is just as passionate as we are....  ...on performance marketing, developing client and platform relationships, and isn't afraid... 
    Temporary work
    Freelance
    Flexible hours

    Publicis Groupe Holdings B.V

    Agoura Hills, CA
    3 days ago
  •  ...developmental disabilities. You will outline daily routines, support IPP/ISP goals, assist with personal care and meals, transport clients, and encourage social activities while maintaining a clean, safe environment. This full-time role requires a high school diploma and... 
    Full time

    Redwood Family Care Network

    Thousand Oaks, CA
    1 day ago
  • $10 per hour

     ...relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.As a Business Relationship Manager...  ...to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high... 
    Work at office

    JP Morgan Chase

    Westlake Village, CA
    4 days ago
  •  ...goals and delivers excellent service to clients. What You Will Be Doing • Lead the...  ...plans, and brand positioning • Manage key accounts and maintain strong client...  ...Coordinate with operations teams to ensure successful event and group execution Why You Will... 

    Dimension Hospitality

    Agoura Hills, CA
    2 days ago
  • $142.6k - $261.5k

     ...decision-making. As a ServiceNow Consulting Manager you’ll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest...  ...and closure. Skills And Attributes For Success Here, you’ll serve a wide portfolio of clients... 
    Summer holiday
    Worldwide
    Flexible hours

    EY

    Westlake Village, CA
    5 days ago
  •  ...Job Description Title: Senior Account Manager – Employee Benefits Work Mode: Remote/ California, Nevada and Arizona residents only |...  ...: ioausa.com/locations About the Role Responsibilities include client service and communication, team leadership, directing daily tasks... 
    Remote work

    Insurance Office of America

    Thousand Oaks, CA
    1 day ago
  • $50.07k - $70.78k

     ...placing over $1B of media annually – all focused on helping our clients sell more cars and trucks. We pride ourselves on being more...  ...LMAs). Responsibilities Support an Account Supervisor in managing multiple LMA groups Maintain contact with and obtain input from... 
    Temporary work
    Freelance
    Local area
    Flexible hours

    Martin Retail Group

    Westlake Village, CA
    3 days ago
  •  ...Reports to: President of Marketing and Strategy About the Role Our client is a premium heated coffee mug brand focused on building...  ...lot of storytelling to do. They're looking for a Brand Marketing Manager, with a killer visual identity / storyteller persona who can convey... 
    Seasonal work
    Work at office

    80Twenty

    Thousand Oaks, CA
    39 minutes ago
  •  ...Our client is a well-established insurance services firm. The Role This is a great fit for an accounting professional who likes staying...  ...Analyze financial data and deliver insights that inform senior management's decisions Contribute to budgeting and forecasting Coordinate... 
    Full time
    Work at office
    Monday to Friday

    Gilder Search Group

    Agoura Hills, CA
    3 days ago
  • $115k - $145k

    OVERVIEW We are currently seeking an Assistant Project Manager II for our project Supporting the delivery of a major water infrastructure...  ...a small company feel with a large company backing. Walsh is a successful fast-growing company at the forefront of technology and is... 
    Full time
    Contract work
    Work experience placement
    For subcontractor
    Local area
    Relocation

    Walsh Group

    Calabasas, CA
    1 day ago
  • Rusnak Auto Group in Westlake Village, CA is seeking a Client Portfolio Sales Consultant to manage exclusive client portfolios and drive new and pre-owned vehicle sales, products and services. The ideal candidate has 5+ years of automotive sales experience, strong communication... 

    Rusnak Auto Group

    Westlake Village, CA
    2 days ago
  • J.P. Morgan in Thousand Oaks is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. The role includes building strong client relationships and delivering personalized investment strategies.... 

    Aumni

    Thousand Oaks, CA
    2 days ago
  •  ...team providing industry-leading support, our systems open the door to the next level of success for our clients.We are looking for a detail-oriented and experienced Accounting Manager to own our month-end close process, manage multi-state tax compliance, and ensure the... 
    Full time
    Contract work
    Work at office
    Local area

    POS360 Inc.

    Westlake Village, CA
    3 days ago

Do you want to receive more vacancies?

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