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