Director, Client Success

Momentive Software

Director of Client Success leading high-performing Client Success Managers at Momentive Software. Focused on client relationships and operational excellence to enhance service delivery.

Posted 7/3/2026full-timeRemote • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Client Success Management, including team leadership, customer relationship management, and strategic portfolio management. Proficient in data analysis, KPI monitoring, and process optimization to drive client retention and growth.

Highest-signal resume keywords

Client Success ManagementTeam LeadershipData AnalysisCRM ProficiencyCustomer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementCustomer Success Tool UsageKPI DevelopmentProcess OptimizationSaaS SolutionsClient Success Platform ExperienceData ReportingPortfolio ManagementChange ManagementAnalytical Skills

Soft Skills

MentorshipProblem-SolvingCommunication SkillsCollaborationCoaching

Tools & Technologies

Office 365Salesforce

Industry Keywords

Non-Profit Sector ExperienceCustomer RetentionClient Relationship PlanningExecutive-Level Client InteractionOperational Efficiency Improvement

About the role

Key responsibilities & impact

Building and leading a team of high-performing Client Success Managers
Identifying and nurturing talent within the team, providing mentorship and training to enhance skills and capabilities
Efficiently allocating resources across the assigned portfolio of clients ensuring all clients have a named Client Success Manager
Manage CSMs as they evaluate and gauge relationship health, providing a predictive view of clients that are at risk
Manage and support the team to cultivate strong, long-lasting relationships with clients, understanding their needs, and ensuring that the services delivered align with their objectives
Manage a portfolio of accounts and an associated CSM team
Collaborating with executive leadership, evaluate factors affecting client relationships and provide findings of key drivers and recommendations
Establishing and maintaining quality standards for services provided

Requirements

What you’ll need

5+ years of Account Management, Client Success Management, or Association Executive experience required
Bachelor's degree required or equivalent experience
Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function
Must have excellent analytical and problem-solving skills
Must have the ability to work independently and handle multiple priorities and deadlines simultaneously
Experience managing customer success teams of 6-10 members across multiple segments
Monitoring KPIs to ensure retention and growth practices are executed
Technical Skills: Proficient in Office 365 suite
Experience with customer success tool usage
Data analysis and reporting capabilities for customer health and team performance
CRM proficiency with ability to optimize workflows and reporting
People Skills: Team leadership with ability to build and develop high-performing customer success teams
Change management skills for process improvement and standardization
Individual contributor coaching and performance management
Internal stakeholder management and cross-functional collaboration
Customer relationship management and executive-level client interaction
Strategic Business Skills: Customer portfolio management and segmentation strategy
Process optimization and operational efficiency improvement
Customer retention and expansion program execution
Team performance metrics and KPI development
Client relationship planning and account management oversight
Additional Desired Skills: Salesforce experience is a plus
SaaS solutions
Association/non-profit sector experience
Client Success Platform experience
Presentation and communication skills for client and internal audiences

Benefits

Comp & perks

Medical, Dental & Vision Benefits
401(k) Savings Plan with Company Match
Flexible Planned Paid Time Off
Generous Sick Leave
Inclusive & Welcoming Environment
Purpose-Driven Culture
Work-Life Balance
Commitment to Community Involvement
Employer-Paid Parental Leave
Employer-Paid Short-Term Disability
Remote Work Flexibility