Senior Client Success Consultant

ReSource Pro

Sr. Client Success Consultant managing large-scale client onboarding and service delivery at ReSource Pro.

Posted 6/4/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Serve as the senior point of contact and strategic liaison between key clients/internal stakeholders and operational units, leading complex onboarding efforts and owning the end-to-end tracking of high-impact requests through established workflow/ticketing systems (30% of time).
Act as the senior owner for service delivery performance across assigned accounts, monitoring KPIs/SLAs, overseeing major incidents to drive root-cause analysis, championing continuous process improvements, and producing executive-ready performance reports (30% of time).
Develop and deepen executive-level relationships, driving sustained revenue and account growth by leading structured, data-driven QBRs and proactively identifying upsell, cross-sell, and solution expansion opportunities in partnership with Sales and Account Management (30% of time).
Collaborate with co-workers and supervisors to meet client needs, look for opportunities to build expertise in underwriting, and serve as a resource and mentor to junior team members while helping lead new hire training (10% of time).
Support a positive, respectful, and collaborative workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity.

Requirements

What you’ll need

Bachelor’s degree in Business, Communications, or a related field preferred.
Proven experience in a senior client success, account management, or service delivery leadership role.
Strong background in leading complex, large-scale client onboarding and managing cross-functional project teams.
Demonstrated ability to establish and refine governance mechanisms, including performance dashboards, cadences, and client QBRs.
Expert problem-solving capabilities with a history of driving root-cause analysis and managing executive-level escalations.
Strong commercial acumen with a track record of identifying business expansion, cross-selling, and upselling opportunities.
Exceptional written and verbal communication skills, with the executive presence needed to present roadmaps and value realization to senior stakeholders.
Process-focused mindset with a commitment to continuous improvement, tooling enhancements, and data-driven management.
A collaborative, team-oriented approach with an interest in mentoring junior staff and building knowledge in underwriting.

Benefits

Comp & perks

100% paid employee health insurance available on Day 1
Eligible for all medical, dental, and vision benefits on Day 1
Remote positions are Internet stipend-eligible
401k with employer match, vested on Day 1
HSA/FSA available
Long Term and short-term disability employer-provided
Generous PTO plan with paid holidays + floating holidays
Development and growth opportunities
Comprehensive wellness program and prioritization of employee health

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client onboardingservice deliveryperformance dashboardsroot-cause analysisKPI monitoringSLA managementdata-driven managementproject managementbusiness expansioncross-selling

Soft Skills

communicationcollaborationmentoringproblem-solvingteamworkexecutive presenceprocess improvementleadershiprelationship buildingcommercial acumen