Client Success Lead

Dakota Software

Client Success Lead managing a team of Client Success Managers. Focused on optimizing client experiences and driving retention and growth across customer lifecycle.

Posted 5/2/2026full-timeRemote • California, Florida, Illinois, Kansas, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Lead, mentor, and develop a team of Client Success Managers, providing coaching, performance management, and career development
Establish clear team goals, KPIs, and success metrics aligned with company objectives
Drive consistency and excellence in client engagement, onboarding, adoption, and retention strategies
Act as an escalation point for complex client issues, ensuring timely and effective resolution
Monitor client health metrics and proactively identify risks and opportunities across the client portfolio
Partner with Client Success Managers to develop account strategies that drive retention, expansion, and overall client satisfaction
Design, implement, and continuously improve client success processes, playbooks, and workflows to increase efficiency and scalability
Identify gaps in the client journey and lead initiatives to enhance the overall customer experience
Collaborate with Product and Engineering teams to communicate client feedback and influence product roadmap decisions
Work closely with Sales and Implementation teams to ensure seamless handoffs and alignment across the customer lifecycle
Standardize onboarding and adoption frameworks to accelerate time-to-value for clients
Support forecasting efforts related to renewals, expansions, and churn risk
Analyze team and client data to generate insights, track performance, and inform strategic decisions
Maintain visibility into key accounts and keep senior leadership informed of risks, trends, and opportunities
Drive a culture of accountability, continuous improvement, and client-centric thinking within the team.

Requirements

What you’ll need

Bachelor’s degree in Business Administration, Sales, or a related field; or equivalent experience
5+ years of experience in customer success, account management, or related client-facing roles
2+ years of experience managing or leading teams
Experience in a SaaS environment strongly preferred
Strong leadership and coaching skills with the ability to develop high-performing teams
Demonstrated ability to design and improve processes in a client-facing organization
Experience managing complex client relationships and escalations
Excellent communication skills, both written and verbal
Strong analytical and problem-solving abilities, with a data-driven approach to decision-making
Ability to balance strategic thinking with hands-on execution
Skilled in stakeholder management and cross-functional collaboration
Strong organizational and time-management skills, with the ability to manage multiple priorities
Ability to influence without authority and drive alignment across teams
Proven ability to learn new technologies quickly and adapt in a fast-paced environment.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Dakota Software Website LinkedIn All Job Openings 51 - 200 employees Founded 1988 📋 Compliance ⚕️ Healthcare Insurance Compliance
Healthcare Insurance
Software Dakota Software is a company that specializes in Environmental, Health, and Safety (EHS) compliance solutions. Their ProActivity Suite provides tools for organizations to effectively manage regulatory obligations, enhance safety performance, and streamline compliance processes. With a focus on automating EHS compliance programs, Dakota Software aims to improve decision-making and promote sustainable workplace practices through comprehensive training, analytics, and management systems. Client Success Lead Job not on LinkedIn 🔥 5 minutes ago 🏄 California, Florida, +12 more states – Remote ⏰ Full Time 🟠 Senior 🏆 Customer Success Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Lead, mentor, and develop a team of Client Success Managers, providing coaching, performance management, and career development
Establish clear team goals, KPIs, and success metrics aligned with company objectives
Drive consistency and excellence in client engagement, onboarding, adoption, and retention strategies
Act as an escalation point for complex client issues, ensuring timely and effective resolution
Monitor client health metrics and proactively identify risks and opportunities across the client portfolio
Partner with Client Success Managers to develop account strategies that drive retention, expansion, and overall client satisfaction
Design, implement, and continuously improve client success processes, playbooks, and workflows to increase efficiency and scalability
Identify gaps in the client journey and lead initiatives to enhance the overall customer experience
Collaborate with Product and Engineering teams to communicate client feedback and influence product roadmap decisions
Work closely with Sales and Implementation teams to ensure seamless handoffs and alignment across the customer lifecycle
Standardize onboarding and adoption frameworks to accelerate time-to-value for clients
Support forecasting efforts related to renewals, expansions, and churn risk
Analyze team and client data to generate insights, track performance, and inform strategic decisions
Maintain visibility into key accounts and keep senior leadership informed of risks, trends, and opportunities
Drive a culture of accountability, continuous improvement, and client-centric thinking within the team. 🎯 Requirements
Bachelor’s degree in Business Administration, Sales, or a related field; or equivalent experience
5+ years of experience in customer success, account management, or related client-facing roles
2+ years of experience managing or leading teams
Experience in a SaaS environment strongly preferred
Strong leadership and coaching skills with the ability to develop high-performing teams
Demonstrated ability to design and improve processes in a client-facing organization
Experience managing complex client relationships and escalations
Excellent communication skills, both written and verbal
Strong analytical and problem-solving abilities, with a data-driven approach to decision-making
Ability to balance strategic thinking with hands-on execution
Skilled in stakeholder management and cross-functional collaboration
Strong organizational and time-management skills, with the ability to manage multiple priorities
Ability to influence without authority and drive alignment across teams
Proven ability to learn new technologies quickly and adapt in a fast-paced environment. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Strategic Customer Success Manager 🔥 3 hours ago SAI360 201 - 500 📋 Compliance ☁️ SaaS 🏢 Enterprise Website LinkedIn All Job Openings Strategic Customer Success Manager supporting enterprise clients at SAI360. Facilitating growth and relationships while managing complex accounts in governance, risk, and compliance. 🇺🇸 United States – Remote 💵 $100k - $120k / year ⏰ Full Time 🟠 Senior 🔴 Lead 🏆 Customer Success Customer Success Manager – ISO 🔥 4 hours ago GE Vernova 10,000+ employees ⚡ Energy 🚀 Aerospace 🤖 Artificial Intelligence Website LinkedIn All Job Openings Customer Success Manager leading customer advocacy and relationship management for GE Vernova's ISO customers. Ensuring customer success aligns with operational goals and strategic priorities. 🇺🇸 United States – Remote 💵 $165.6k - $248.4k / year ⏰ Full Time 🟠 Senior 🔴 Lead 🏆 Customer Success Client Success Specialist – Hospitality 🔥 6 hours ago Intrinsic Digital 11 - 50 Website LinkedIn All Job Openings Client Success Specialist at Intrinsic Digital managing hospitality client accounts. Leading performance discussions and providing strategic recommendations for campaign improvements. 🇺🇸 United States – Remote 💵 $55k - $65k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Customer Success Manager 🔥 6 hours ago Bloom Equity Partners 11 - 50 💸 Finance 🤝 B2B Website LinkedIn All Job Openings Customer Success Manager leading continuous improvement in customer experience for an internationally recognized information management company. Managing renewals, expansion, and upsell strategies in a B2B SaaS environment. 🇺🇸 United States – Remote ⏰ Full Time 🟠 Senior 🔴 Lead 🏆 Customer Success Senior Customer Success Manager 🔥 6 hours ago Fastr 51 - 200 🛍️ eCommerce ☁️ SaaS 🤖 Artificial Intelligence Website LinkedIn All Job Openings Senior Customer Success Manager at Fastr managing strategic e-commerce accounts. Driving renewals and expansions while ensuring customer satisfaction and measurable outcomes. 🇺🇸 United States – Remote 💰 $2.5M Venture Round on 2022-03 ⏰ Full Time 🟠 Senior 🏆 Customer Success View More Customer Success Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

customer successaccount managementSaaSprocess designdata analysisperformance managementKPI developmentclient engagementonboarding frameworksclient health metrics

Soft Skills

leadershipcoachingcommunicationanalytical thinkingproblem-solvingstrategic thinkingstakeholder managementcross-functional collaborationorganizational skillstime management

Certifications

Bachelor’s degree in Business AdministrationBachelor’s degree in Sales