Sandler Partners

Project Manager, Client Success

Sandler Partners

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

Tech Stack

CloudPMP

About the role

  • Lead the planning, execution, and delivery of strategic and operational projects supporting the Client Success team.
  • Develop and manage standard operating procedures (SOPs) to streamline workflows and enhance operational consistency across teams.
  • Partner closely with Client Success Directors and their teams to coordinate internal resources, improve onboarding processes, and accelerate time-to-value for clients.
  • Implement tools, automations, and reporting frameworks that increase visibility into client health, adoption metrics, and key performance indicators.
  • Develop and manage dashboards to analyze client success data, operational performance, and retention trends—providing actionable insights to leadership.
  • Monitor project milestones, dependencies, and risks while ensuring deadlines and business objectives are consistently met.
  • Identify process inefficiencies, propose solutions, and lead improvement initiatives to enhance overall client and team performance.
  • Serve as a key connector between cross-functional teams to ensure alignment, coordination, and accountability on enterprise client priorities.
  • Support special projects and operational initiatives as directed by leadership.
  • Collaborate cross-functionally with sales, product, marketing, legal, support, and operations teams to deliver exceptional value to customers.
  • Drive retention and growth by implementing proactive strategies that enhance client satisfaction and engagement.

Requirements

  • Bachelor's degree or equivalent experience; PMP or similar certification preferred.
  • 5+ years of experience in project management, operations, or process optimization roles, preferably within SaaS, enterprise consulting, or professional services environments.
  • Demonstrated success leading operational initiatives that improved scalability, client experience, and efficiency.
  • Advanced proficiency with project management tools (e.g., Asana, Monday.com, Smartsheet) and CRM platforms.
  • Strong communication, facilitation, and presentation skills with the ability to influence at all organizational levels.
  • Experience working directly with senior stakeholders and cross-functional teams to align priorities and execute strategies.
  • Self-driven, results-oriented, and highly organized with a strong sense of urgency.
  • Proficiency in MS Office and familiarity with data visualization tools for reporting and analytics.
  • Ability to travel up to 10–15% as needed.