Client Success Manager
Location
United States
Posted
2 days ago
Salary
$70K - $90K / year
Job Description
Role Description
WithMe is seeking a Client Success Manager to build, manage, and grow client relationships across a dedicated book of business. In this high-impact, fully remote role, you’ll serve as the primary point of contact for clients from post-installation through the full lifecycle of the service contract. You will focus on proactive communication, consultative account management, retention, and long-term client satisfaction while identifying opportunities to drive growth through upsell and cross-sell strategies. This role also plays a key part in reducing churn, delivering strategic business reviews, and partnering cross-functionally to elevate the client experience.
- 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
Qualifications
- 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
- Full compensation packages based on position location as well as candidate experience and qualifications
- This position will also qualify for annual bonus opportunity
- 100% remote work environment (some roles may require residence in a specific geographic location/region)
- Employee equity
- 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
Job 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
- Full compensation packages based on position location as well as candidate experience and qualifications
- This position will also qualify for annual bonus opportunity
- 100% remote work environment (some roles may require residence in a specific geographic location/region)
- Employee equity
- 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
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