Client Success Manager
WithMe, Inc.
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
Salary
💰 $70,000 - $90,000 per year
About the role
- Manage client relationships across your book of business from post-installation through contract lifecycle
- Build strong, proactive client relationships focused on engagement, satisfaction, and retention
- Conduct Quarterly Business Reviews (QBRs), present performance insights, and deliver actionable recommendations
- Establish regular communication cadences with newly onboarded clients and clients nearing renewal
- Identify and address risks early to reduce churn and improve retention
- Drive upsell and cross-sell opportunities by presenting tailored solutions and package enhancements
- Monitor change-of-ownership contract processes to help ensure smooth transitions and prevent account loss
- Use Salesforce to track client activity, maintain accurate records, analyze performance metrics, and generate insights
- Collaborate cross-functionally with Operations, Sales, and Marketing to resolve client concerns and escalations
- Represent WithMe in client meetings, conferences, and work events while serving as a strong client advocate
Requirements
- Three (3) to five (5) years of experience in client success management, external client support, or account management
- Proven ability to build and maintain strong client relationships and resolve issues proactively
- Experience conducting client reviews, creating presentations, and delivering persuasive presentations
- Strong communication, relationship-building, and organizational skills
- A results-driven approach with a track record of supporting retention, upsell, and cross-sell goals
- Experience using Salesforce to manage account data, analyze metrics, and support reporting
- Ability to manage multiple client accounts in a fast-paced, scaling environment
- Bachelor’s degree in Business Administration, Marketing, or a related field is strongly preferred, or equivalent experience
- Startup or technology-driven company experience is a strong plus
- SaaS sales experience is a strong plus
- Multi-family experience is a strong plus
Benefits
- Comprehensive health, dental and vision coverage
- Retirement plan with company match
- Life and disability plans
- FSA and HSA accounts
- Annual training and education allowance
- Flexible vacation for full-time salaried exempt employees and competitive paid time off for hourly nonexempt employees
- Employee equity
- Fun and inspiring in-person team event opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client success managementaccount managementclient reviewspresentation skillsdata analysisreportingretention strategiesupsell strategiescross-sell strategiesSalesforce
Soft Skills
relationship-buildingcommunicationorganizational skillsproactive problem-solvingresults-driven approachclient advocacycollaborationengagementsatisfaction focusrisk management