Crosslake Technologies

Customer Success Manager

• Ensure overall success of Crosslake’s client relationships by regularly interacting with senior leadership and key client contacts
• Drive processes critical to client acquisition, project execution, account management, and client satisfaction
• Maintain client data records to ensure high-quality, reliable information from business development pipeline through project closeout
• Administer client account and project document processes (e.g., Master Service Agreements, Statements of Work, Non-reliance Letters) to ensure consistent, timely execution
• Coordinate early-stage client engagement logistics internally and externally, including proposal reviews, scoping meetings, staffing readiness verification, and pre-kickoff calendaring
• Review business development opportunities to ensure readiness upon closing (documentation, staffing needs)
• Generate reporting and analytics regarding projects and accounts and collaborate across internal teams to drive process execution
• Provide general administrative support to client-facing leadership, including correspondence and calendaring
• Own and maintain company systems of record, including CRM, to support client needs

Client Success Manager