Client Success Manager
Nextep, Inc.
Job Description
Job Description
A client success manager is exactly how it sounds — an account manager who ensures our clients are happy, taken care of, and thriving. When our clients succeed, Nextep succeeds. If you’re solutions-oriented, enjoy coming up with strategies, and love working with people, you should apply!
About the role:
- A day in the life of our client success managers typically includes working closely with other departments to ensure client satisfaction, maintaining client relationships, visiting clients in their offices, and gathering feedback.
- Monitor client satisfaction and engagement, proactively identifying opportunities for improvement and taking action to address issues or concerns
- As our clients' dedicated account manager, you’ll advocate for their continued success with Nextep as a partner.
- Conduct regular check-ins and meetings with clients to understand their HR needs, address concerns, and provide proactive support and guidance
- Track and report on key performance metrics, including client satisfaction, retention, and revenue growth, to measure the success of client relationships
- Ideally, you’re a rockstar communicator, because you’ll often be the liaison between our clients and their service teams at Nextep.
Requirements
About you:
- You have a strong heart for the best customer experience.
- Ideally, a bachelor’s degree is something you’ve crossed off your list.
- You have experience in successfully working with challenging high-level officials within organizations.
- You have a high school diploma or equivalent.
Benefits
About benefits:
- 100% paid health, vision, and dental insurance for employees
- Up to 12 weeks of paid parental leave
- 401(k) matching
- CSM Bonus
- Employer paid telehealth services, including mental health resources
About us:
Nextep has four values that you’ll find in our employees and our clients: people, transparency, entrepreneurial spirit, and celebrating success. Our people are the core of our business, so we believe in lifting them up, celebrating their accomplishments, and hiring great coworkers for them.
We are a Professional Employer Organization (PEO), we work hand-in-hand with small and mid-sized companies to provide HR services including payroll, benefits, human resources, risk & compliance, and more. Last but not least, Nextep is a certified Great Place To Work!
“There are so many things to love about working at Nextep! The people, the culture, the latte machine. But mostly that Nextep makes sure we are well taken care of and I’ve never been proven otherwise.”
-Elybeth, Client Success
- ...collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION As a Client Success Regional Manager, you will have the opportunity to lead a dynamic team, drive innovation, and transform the client experience. This role...SuggestedWork experience placementWork at office
$80k - $105k
...Client Success Manager Pattern Data is an AI-powered platform built for the complexities of mass tort litigation. We help leading law firms automate case analysis, accelerate settlement decisions, and manage high-volume inventories that were traditionally manual and...SuggestedWork at office- ...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
- ...be responsible for delivering outstanding Client support and be the Voice of the Customer... ...completion of requested Client reports, managing and scheduling meetings, document collection... ...Create new reporting that drives Client Success and Regional Growth. • Troubleshoot...Suggested
$71.3k - $80.5k
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...SuggestedFull timeWork experience placementWork at office- ...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
- ...Remote Client Support Coordinator Charlotte, North Carolina, United States Or refer someone Job Openings Remote Client Support Coordinator About the Job Remote Client Support Coordinator TravelingMedic is a growing remote services company dedicated to helping...Remote workFlexible hours
$65k - $75k
...Client Experience Manager About Market My Market Market My Market is a fast-growing digital marketing agency delivering customized, full-service... ...development and operations. You'll collaborate closely with Client Success Managers (CSMs), who provide operational and administrative...Contract workLocal areaRemote work$75k
...Charlotte, NC 28201 Job Description: JoinGardaWorldas a Security Client Services Manager – Where Service Excellence Meets Impact! As a Security... ..., strengthen client relationships, and help drive account success through proactive communication, problem-solving, and operational...Contract workWork experience placementLocal areaWeekend work$40 - $45 per hour
...0/hr - $45.00/hr Direct message the job poster from Dexian Techno-Functional Recruiter | Expert in Talent Acquisition, Client Relationship Management, and End-to-End Recruitment Solutions Title – Client Services Manager Duration – 12 + months Location – Charlotte, NC Job...Contract workLocal areaWorldwide$65k - $90k
...Locations 6000 Fairview Rd, Suite 1200, Charlotte, NC 28210, USA Hybrid Field - Client Relationship Management Full-Time Requisition #: CLIEN002265 Description Mutual of America Financial Group Job Title: Client Relationship Manager Location: Charlotte, NC (hybrid) Who...Full timeWork experience placementHome officeFlexible hours- ...market. Our people are the core of our success. At Strategy, you'll join a team of smart... ...As a Customer Success Manager (CSM) at Strategy, you will serve as the... ...near Charlotte and available to travel to client sites as required. Key Responsibilities...Work at officeShift work
- ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported,... ...better world of work; think of Gallagher. Client Relationship Management Serve as the primary point of contact for assigned clients,...Live outWork at officeLocal areaFlexible hours
$62.5k - $87.5k
...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and support high‑net‑worth clients through financial solutions and referrals. Desired Qualities Deeply curious...Work experience placement$118.17k - $144.43k
...developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization.... ...manage staff, hire new staff, and/or train staff to successfully meet business objectives. PERTAINING TO THOSE WHO...Temporary workWork experience placementLocal area3 days per week- ...Job Summary: The Client Service Manager is responsible for providing day to day client support as the primary point of contact to UHNW families and their investment advisors. We are looking for candidates with prior experience in the financial services or family...Work experience placementWork at office
- ...Strategic Client Executive, Rx Solutions Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t... ...point of contact for the MMA field offices regarding pharmacy management, from post-sale implementation to ongoing client support. You’ll...Permanent employmentLocal areaNight shift
$65k - $75k
...Client Service Manager We are looking for a Client Service Manager to drive sales and revenue growth by building strong relationships with clients in the Charlotte, NC area. This is an exciting opportunity to join a growing team with a focus on customer satisfaction...Flexible hours$62.5k
...Construction Services serves a variety of businesses and clients nationwide, managing and scheduling maintenance needs, renovations, upfits, and... ...for this position is $62,500/year, and following the successful completion of a training period this position does offer...Full timeTemporary workFor subcontractorRemote workWork from homeFlexible hours- ...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
- ## Wealth Management Client Relationship ManagerApplylocations: Charlotte, NC, USAposted on: Posted 3 Days Agotime left to apply: End Date: July 31, 2026 (27 days left to apply)job requisition id: R260500213**Wealth Client Relationship Manager** Wealth Management Client...Work experience placement
- ...You grow your career within a movement that matters, where success is measured in people helped, communities made whole, and individuals... .... WHAT YOU NEED TO KNOW (Job Overview): As a Regional Client Care Manager, you will be leading efforts to build and maintain a...Temporary workWork at officeLocal areaRelocation packageFlexible hoursNight shift
$120.97k
...Job Title Industrial Client Service Leader - Industrial Water/Wastewater Location United... .... This individual has helped clients successfully implement industrial infrastructure and facility capital projects, meet water management objectives, comply with environmental requirements...Temporary workVisa sponsorship$120.97k
...co-workers are invested in you and your success. Where you are encouraged and supported... ...** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial... ...and facility capital projects, meet water management objectives, comply with environmental requirements...Temporary workWork experience placementH1b- ...as Rezilient's primary on-site Customer Success presence in Raleigh and be a trusted day... ...to drive member engagement, strengthen client partnerships, and support Rezilient’s continued... ...in customer success, healthcare account management, employee benefits consulting, or a...Local areaRemote work
- ...The Client Development Manager will support our transactional practices, with a particular focus on Private Credit. This position can be based... ...opportunities that generate the most value and support with successful implementation and follow through, and tracking of ROI....Private practice
$61.74k - $85k
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- ...and Florida. We seek to partner with our clients to create meaningful experiences through... ...Position Overview As Client Development Manager, you will help lead business development... ...the A/E/C industry Proven track record of success driving revenue growth Leadership role(s)...Work at officeLocal area
$155.25k - $359.38k
...We are currently seeking a Speciality Client Partner - Healthcare Payer/Provider (Remote... ...opportunities and expansion initiatives Manage a $5M+ portfolio , with accountability... ...services industry ~15+ years of proven success in account or client management roles...Temporary workWork at officeRemote workFlexible hours- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting... ...to join its strategic advisory consultancy. The successful candidate will be a key member of the Business...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Manager. Be the first to apply!
- client services supervisor Charlotte, NC
- engagement director Charlotte, NC
- client service manager Charlotte, NC
- client manager Charlotte, NC
- client services coordinator Charlotte, NC
- client engagement manager Charlotte, NC
- engagement manager Charlotte, NC
- client relationship manager Charlotte, NC
- client executive Charlotte, NC
- client solutions executive Charlotte, NC



