DailyPay

Client Success Manager, xSMB

DailyPay

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $76,000 - $114,000 per year

About the role

  • Own a large portfolio (~140 clients) in the xSMB segment, focusing on efficient, scalable success
  • Drive adoption and engagement through digital programs and scaled customer journey tactics
  • Maximize retention and revenue by securing renewals, minimizing churn, and identifying upsell/cross-sell opportunities
  • Serve as the client advocate internally, collaborating with cross-functional teams (e.g., Engagement, Advocacy) to ensure client needs are met
  • Manage client escalations efficiently, ensuring timely resolution and a positive customer experience
  • Track and report on key account metrics (e.g., enrollment, adoption, retention) and accurately forecast renewals

Requirements

  • 3+ years of proven work experience in a Client Success, Customer Support, Account Management, or Sales role
  • Demonstrated success in managing a large number of accounts or a high-volume client segment
  • Proficiency with CRM software (e.g., Salesforce, HubSpot) and using data/reporting systems to manage a book of business
  • Strong communication and presentation skills with the ability to influence C-Level stakeholders as needed
  • Solution-oriented mindset and a client-first approach, always
Benefits
  • Exceptional health, vision, and dental care
  • Opportunity for equity ownership
  • Life and AD&D, short- and long-term disability
  • Employee Assistance Program
  • Employee Resource Groups
  • Fun company outings and events
  • Unlimited PTO
  • 401K with company match
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client successcustomer supportaccount managementsalesdata reportingrenewals managementchurn minimizationupsellcross-sell
Soft Skills
communicationpresentationinfluencingsolution-oriented mindsetclient-first approachcollaborationproblem-solvingcustomer experience management