Client Success Lead

Wheel

full-time

Posted on:

Location Type: Remote

Location: Remote • California, Colorado, Illinois, Massachusetts, New York, Texas, Washington • 🇺🇸 United States

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Salary

💰 $115,000 - $130,000 per year

Job Level

Senior

About the role

  • Partner with Strategic Account Managers to support operational execution across key accounts
  • Preparing and analyzing reports and dashboards to track account performance and inform decision-making.
  • Managing forecast for Wheel’s client book of business and ensuring timely coordination and collaboration with the Wheel team on the forecast data
  • Coordinating internal teams (Product, Finance, Network Ops) to ensure deliverable alignment and consistent performance against Wheel’s SLAs
  • Leading or assisting in issue resolution, documentation, and follow-up for escalations on priority accounts.
  • Independently manage a tailored portfolio of Wheel accounts as the primary point of operational contact, ensuring day-to-day service delivery, engagement, and business reviews.
  • Drive engagement, product adoption, renewal, and retention for assigned clients, with regular guidance from Customer Success leadership.

Requirements

  • 4-6 years in Customer Success, Operations, or Account Management—ideally in SaaS, healthcare, or tech-enabled environments.
  • Experience supporting or partnering with enterprise/strategic account teams and handling complex portfolios.
  • Advanced analytical, reporting, and executive communication skills; adept in platforms like Salesforce, Zendesk, Looker, Gainsight PX.
  • Comfortable with internal coordination, resource planning, and executive/leadership interaction.
  • Collaborate with other strategic account managers on the Customer Success Team.
Benefits
  • Medical, Dental and Vision
  • Ancillary: Life, Short and Long Term Disability
  • 401K match
  • Flexible PTO
  • Parental Leave
  • Stock options
  • Additional programs and perks

Applicant Tracking System Keywords

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

Hard skills
analytical skillsreportingexecutive communicationresource planning
Soft skills
collaborationissue resolutionengagementcustomer retention