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ClassWallet

Enterprise Client Success Manager

ClassWallet

Enterprise Client Success Manager managing client relationships at ClassWallet, a financial technology company. Focusing on maximizing client value, product adoption, and contract renewals.

Posted 5/6/2026full-timeRemote • Arizona • 🇺🇸 United StatesJuniorMid-LevelWebsite

Tech Stack

Tools & technologies
PMP

About the role

Key responsibilities & impact
  • Serve as the single point of contact for inbound requests from assigned clients.
  • Advocate internally to manage contractual obligations & client expectations.
  • Maximize the value clients get from ClassWallet solutions.
  • Facilitate achievement of client’s desired outcomes.
  • Drive product adoption and contract renewal.
  • Identify expansion and new business opportunities.
  • Build client retention and satisfaction through relationship management.
  • Rely on success metrics and data to determine action plans.
  • Work closely with clients and internal teams (Sales, Product, Marketing, Professional Services, and Support) to ensure alignment with clients’ goals & objectives.
  • Set and reset expectations internally and externally as necessary.

Requirements

What you’ll need
  • Must be a resident of Arizona.
  • 2 years in an Enterprise CSM role, preferably in a state or local government capacity.
  • Demonstrated experience reaching and exceeding goals.
  • Outstanding written and oral communication skills.
  • Strong online and in-person presentation skills.
  • Superior business, process management, and negotiation skills.
  • Ability to build relationships with industry associations and influential contacts.
  • Ability to use CRM and sales automation and tools to streamline efforts.
  • Willingness to travel (estimated 10-20%).
  • Existing industry experience preferred.
  • PMP Certification preferred and highly desired.

Benefits

Comp & perks
  • ClassWallet is a positive, family-oriented team environment.
  • Our focus is on encouragement, positive reinforcement, and gratitude.
  • We work hard and are highly motivated to win but with a healthy perspective on life.
  • We offer an excellent salary and benefits commensurate with experience.
  • ClassWallet.com is proud to be an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, marital or veteran status.

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Hard Skills & Tools
Enterprise CSMcontract managementdata analysisgoal achievementprocess managementnegotiation
Soft Skills
relationship managementcommunicationpresentationclient advocacyclient retentionsatisfaction management
Certifications
PMP Certification