Kindsight

Client Success Manager

Kindsight

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Own a portfolio of clients, serving as the primary point of contact to ensure satisfaction, retention, product adoption, and revenue growth.
  • Build and maintain strong, long-term, trusted client relationships, advocating for their success and coordinating with Client Support to resolve technical issues.
  • Develop and execute account growth strategies to identify and secure upsell, cross-sell, and renewal opportunities aligned with client goals and business needs.
  • Deliver recommendations, showcasing how additional products, services, or features can drive measurable ROI for the client.
  • Proactively prospect within existing accounts to identify new business needs, product gaps, and expansion opportunities.
  • Provide technical insights and leading practices to clients for optimizing Salesforce-native Kindsight products.
  • Supports CRM clients with advancement ecosystem products, including Salesforce AppExchange and integrated solutions.
  • Maintain accurate pipeline and forecasting through CRM tools, tracking all account activity and revenue opportunities.
  • Translate client feedback into actionable requirements for Product Management.
  • Keep clients informed of Salesforce and Kindsight product updates, new features, and technical best practices.
  • Drive renewals and expansion opportunities by demonstrating the technical and business value of our solutions.

Requirements

  • 3+ years of client management, account management, or technical customer success experience in a revenue-carrying role.
  • Demonstrated success in negotiating contracts, pricing, and expansions for mid-market or enterprise clients.
  • Experience in uncovering leads, developing opportunities, and closing expansion sales.
  • Exceptional ability to communicate technical solutions to both technical and non-technical audiences.
  • Strong organizational skills with the ability to manage multiple clients and deliverables.
  • Consultative selling skills - comfortable conducting discovery, identifying needs, and positioning solutions with ROI.
  • 3–5 years of Salesforce CRM hands-on experience (configuration, reporting, data management, workflows/automation, and user support required).
  • Positive, collaborative team player who thrives in a cross-functional environment.
  • Excellent communicator, both written and verbal.
  • Strong organizational and time management skills, able to juggle multiple accounts, deadlines, and priorities.
  • Bachelor’s degree in Business, Communications, or related field preferred.
Benefits
  • Health insurance
  • 401(k) matching
  • Unlimited paid time off
  • Professional development opportunities
  • Remote work options

Applicant Tracking System Keywords

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

Hard skills
client managementaccount managementtechnical customer successnegotiating contractsSalesforce CRMconfigurationreportingdata managementworkflowsautomation
Soft skills
communicationorganizational skillsconsultative sellingcollaborativeteam playertime managementability to manage multiple clientsdiscoveryidentifying needspositioning solutions