CLIENT SUCCESS MANAGER

Department: Sales & Service
Reports To: Director of Sales & Client Experience
FLSA Status: Full-Time, Exempt
Location: Office-Based
Compensation: $60k-$80k/year
Benefits: Full company benefits offered-including but not limited to: Health, Dental, 401k, Paid Time Off/Vacation

JOB SUMMARY

The Client Success Manager (CSM) plays a pivotal role in supporting both the Sales and Service functions of the company. This dual-focused role ensures new leads are handled with urgency, current clients receive excellent support, and internal teams stay informed and aligned.
The CSM is responsible for responding to new inquiries, managing scheduling workflows, handling service requests, coordinating follow-up tasks, and ensuring that sales opportunities and service issues are tracked and resolved efficiently. This person will be the first point of contact for many clients and leads, and must provide a polished, knowledgeable, and solutions-oriented experience.
The ideal candidate will be highly organized, detail-oriented, proactive, and thrive in a fast-paced environment. Strong communication skills and a passion for client care are essential. The CSM will collaborate closely with the sales, operations, and support teams to ensure client success from initial inquiry through ongoing service.

SKILLS & COMPETENCIES

Strong written and verbal communication skills
High attention to detail and follow-through
Proficiency in Microsoft 365, CRM platforms, Calendly, and basic task management tools
Ability to work independently while managing multiple priorities
Professional, positive demeanor with a client-first mindset
Comfortable navigating conflict or client complaints with composure
Commitment to continuous learning and team collaboration

WHY THIS ROLE MATTERS

The Client Success Manager is the glue between sales and service, ensuring no opportunity or client concern falls through the cracks. This role supports the company’s reputation, retention, and revenue by ensuring every interaction is timely, professional, and aligned with client expectations.