Customer Success Manager
MSA Careers & Consulting Ltd
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $70,000 - $95,000 per year
About the role
- Own a portfolio of approximately 20 high-value client relationships
- Design quarterly business reviews that clients actually look forward to
- Identify the key engagement levers that move the needle for each account
- Partner with internal teams to deliver remarkable outcomes
- Translate member outcomes (debt reduction, credit improvement, savings growth) into business language for executives
- Bring proven frameworks—client health scoring, renewal risk assessment, expansion opportunity identification
Requirements
- Managed complex B2B client relationships for 5+ years (benefits, HR tech, financial services, or SaaS preferred)
- Presented to senior leadership and executive audiences
- Owned retention and expansion targets with proven track record of 90%+ retention
- Built client success frameworks (health scoring, renewal processes, QBR formats)
- Used CRM platforms strategically (HubSpot experience preferred)
- Operated with autonomy in environments where you defined the "how" based on clear "what" objectives
Benefits
- Medical
- Dental
- Vision
- 401(k) match
- remote flexibility
- free MSA financial coaching
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client health scoringrenewal risk assessmentexpansion opportunity identificationB2B client relationship managementretention strategiesclient success frameworksquarterly business reviewsCRM platforms
Soft Skills
relationship managementpresentation skillsstrategic thinkingautonomycommunicationcollaborationproblem-solving