Client Success Manager

Escalon Services, Inc.

Client Success Manager overseeing client relationships and driving satisfaction at Escalon Services. Coordinating internal teams and managing service delivery for accounting and HR solutions.

Posted 7/14/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Client Success and Account Management, with a strong focus on building relationships with executive stakeholders and improving operational efficiency. Proficient in project management and communication, ensuring seamless client experiences and retention strategies.

Highest-signal resume keywords

Client Success ManagementProject ManagementCRM ExperienceCross-Functional CollaborationClient Relationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client SuccessAccount ManagementBusiness ReviewsOperational EfficiencyRetention StrategiesPerformance MonitoringContract ReviewProcess ImprovementBack-Office OperationsEngagement Metrics

Soft Skills

Relationship BuildingCommunication SkillsOrganizational SkillsAdvocacyProblem Solving

Tools & Technologies

SalesforceHubSpotSentimentIQEmploymentIQClient Issue Tracking

Industry Keywords

Business ObjectivesClient LoyaltyOutsourced ServicesAccountingHuman ResourcesPayrollTaxProfessional Services

About the role

Key responsibilities & impact

Serve as a point of contact and escalation for an assigned portfolio of clients.
Build trusted relationships with executives, founders, and finance leaders.
Conduct regular business reviews (bi-annual) to discuss performance, priorities, risks, and upcoming initiatives.
Develop a deep understanding of each client's business objectives and evolving needs.
Ensure clients understand the full value of the firm's services.
Coordinate Accounting, HR, Payroll, Tax, Recruiting, and other internal service teams to deliver a seamless client experience.
Monitor client health through engagement metrics, feedback, and service performance (client surveys, SentimentIQ, EmploymentIQ, potential churn report).
Identify potential churn risks and develop retention strategies.
Lead renewal conversations and support contract reviews.
Advocate for the client while balancing operational and business objectives.
Foster long-term partnerships that increase client loyalty.
Provide guidance on best practices related to outsourced back-office operations.
Identify opportunities to improve client processes and operational efficiency.
Recommend additional services that align with client goals.
Track open issues via Escalon’s Client Issue (CIL) process and drive timely resolution.

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Human Resources, Accounting, or a related field.
5+ years of experience in Client Success, Account Management, Customer Success, or Professional Services.
Experience supporting Accounting, HR, Payroll, Tax, or outsourced business services preferred.
Strong project management and organizational skills.
Excellent written and verbal communication skills.
Ability to build relationships with executive-level stakeholders.
Experience working within a cross-functional service organization.
CRM experience (Salesforce, HubSpot, etc.) preferred.

Benefits

Comp & perks

Medical, Dental and Vision options
Life and Disability
STD/LTD
10 Paid holidays each year
Flexible PTO
401K Retirement Plan
Incentive compensation