Customer Success Manager – Client Growth & Engagement

RSI Security

Customer Success Manager managing client relationships and engagement in a fast-paced consulting environment. Collaborating with teams to track account health and identify expansion opportunities.

Posted 6/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $72,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and engagement throughout the lifecycle, with a focus on proactive communication, account health monitoring, and consultative growth strategies. Proficient in utilizing CRM and project management tools to track client activity and support retention initiatives.

Highest-signal resume keywords

Client Relationship ManagementConsultative Sales SupportCRM UtilizationProactive CommunicationCross-Functional Coordination

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

High Emotional IntelligenceActive ListeningAttention to Detail

Tools & Technologies

HubSpotMonday.comSalesforce

Industry Keywords

Professional ServicesSaaSCybersecurityCompliance Consulting

Tech Stack

Tools & technologies

Cyber Security

About the role

Key responsibilities & impact

Serve as the primary relationship contact for assigned client accounts throughout the engagement lifecycle.
Build and maintain strong working relationships with client stakeholders, including operational, technical, compliance, and executive contacts.
Monitor client engagement, communication cadence, and overall account health.
Maintain deep awareness of client goals, challenges, timelines, and evolving business needs.
Track client activity, milestones, and engagement trends across active accounts.
Proactively schedule and coordinate strategic client meetings, business reviews (QBRs), roadmap discussions, and follow-up conversations.
Partner with Sales, Customer Success, and Delivery teams to identify expansion, renewal, and cross-sell opportunities.
Facilitate consultative conversations related to additional services, framework expansion, renewals, and long-term engagement planning.
Maintain accurate account notes, stakeholder information, meeting records, and follow-up actions within internal systems (e.g., HubSpot, Monday.com).
Coordinate internally with Project Managers, Delivery Leads, Consultants, and Leadership to ensure total alignment on account activity.
Assist with onboarding transitions, engagement tracking, escalation coordination, and client follow-through.
Monitor key indicators of client satisfaction, engagement risks, communication gaps, and potential retention concerns.
Coordinate internal follow-up efforts when client responsiveness or project momentum declines.
Support client retention initiatives through proactive, empathetic communication.

Requirements

What you’ll need

Prior experience operating in a fast-paced professional services, SaaS, or cybersecurity/compliance consulting environment.
Comfort managing executive-level client relationships and coordinating cross-functional communication.
Experience supporting business growth conversations in a consultative, non-aggressive manner.
High attention to detail with experience utilizing CRMs and project management tools (e.g., HubSpot, Monday.com, Salesforce).
Exceptional proactive communication skills, high emotional intelligence (EQ), and active listening skills.
Comfortable utilizing AI and automation tools to enhance team performance and efficiency.

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible work arrangements
Professional development opportunities