MetaSource

Digital Transformation Client Success Account Manager

MetaSource

full-time

Posted on:

Location Type: Remote

Location: Remote • Arizona, Florida, Idaho, Illinois, Iowa, Kentucky, Louisiana, Maine, Minnesota, Missouri, Montana, New Hampshire, New York, North Carolina, Pennsylvania, Texas, Utah, Virginia, Wisconsin • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Serve as the primary day-to-day contact for assigned digital transformation accounts, responding quickly to client requests and issues
  • Coordinate with internal teams (technical, implementation, support) to ensure timely delivery of services and solutions
  • Monitor client usage of intelligent document capture, content services, and automation solutions to ensure adoption and effectiveness
  • Track and report on project milestones, deliverables, and status updates for active client engagements
  • Prepare and deliver recurring account updates, usage reports, and meeting summaries to keep clients informed and engaged
  • Identify and escalate client concerns, risks, or service gaps to ensure quick resolution and client satisfaction
  • Support contract renewals, change requests, and documentation by gathering information and coordinating approvals
  • Assist in uncovering incremental growth opportunities by identifying areas where additional services or enhancements could benefit the client

Requirements

  • Bachelor’s degree in business, information systems, or a related field plus 4+ years of experience in Client Success, Account Management, or Project Management
  • Additional experience can substitute formal education
  • Strong interpersonal and communication skills, with the ability to coordinate across multiple stakeholders and manage client expectations
  • Highly organized with strong attention to detail, capable of managing multiple priorities and projects simultaneously
  • Proficiency in Microsoft Office, CRM software (like Salesforce or HubSpot), and project/task management tools (like Asana)
Benefits
  • Employment is contingent upon completing and passing a background check and drug test
  • MetaSource is an equal opportunity employer

Applicant Tracking System Keywords

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

Hard skills
client successaccount managementproject managementdigital transformationintelligent document capturecontent servicesautomation solutionsreportingservice delivery
Soft skills
interpersonal skillscommunication skillsorganizational skillsattention to detailstakeholder managementclient expectation managementproblem-solvingrisk identificationclient satisfaction
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