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ID Plans

Client Success Manager

ID Plans

Client Success Manager ensuring client satisfaction and product adoption for SaaS solutions. Collaborating with cross-functional teams to enhance client experience in a remote setting.

Posted 6/14/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact
  • Partner with Account Executives and Account Managers to guide clients through the implementation and adoption process.
  • Establish and maintain trusted relationships with key stakeholders within client organizations.
  • Evaluate and understand client business goals to ensure product alignment and long-term success.
  • Provide proactive client support, addressing inquiries, troubleshooting issues, and ensuring prompt resolution.
  • Host training sessions, webinars, and product demonstrations to drive user adoption and engagement.
  • Conduct regular check-ins and Quarterly Business Reviews (QBRs) to assess client satisfaction and performance outcomes.
  • Serve as the client advocate internally, representing their needs and feedback to cross-functional teams.
  • Collaborate with internal departments—including Product Managers, Sales, and Operations—to enhance client experience and outcomes.
  • Develop educational materials and client resources to support onboarding and continued usage.
  • Support initiatives to improve client retention, satisfaction, and Net Promoter Scores (NPS).

Requirements

What you’ll need
  • Minimum of 3 years of experience in SaaS or enterprise software customer success, account management, or client services.
  • Demonstrated proficiency with CRM systems (e.g., Salesforce, HubSpot).
  • Experience using Conversational Intelligence tools (e.g., Gong, Chorus, or SalesLoft).
  • Proven ability to communicate Return on Investment (ROI) and demonstrate value through measurable outcomes.
  • Exceptional verbal, written, and presentation skills.
  • Strong analytical and problem-solving abilities with attention to detail.
  • Ability to collaborate effectively across teams and organizational levels.

Benefits

Comp & perks
  • Competitive salary
  • Comprehensive health, dental, and vision insurance
  • 401(k) plan with matching contributions
  • Paid time off and flexible scheduling
  • Remote work environment with opportunities for travel as needed

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools
SaaScustomer successaccount managementclient servicesCRM systemsConversational Intelligence toolsReturn on Investment (ROI)analytical skillsproblem-solving
Soft Skills
communication skillsverbal skillswritten skillspresentation skillsattention to detailcollaboration