Posted - March 06, 2026

Client Success Manager

Job Description

Build and maintain strong, long-term client relationships based on trust and results

Key Responsibilities:
  • Answer Client emails.
  • Set up Monthly Client Business Review – for Issue Resolution
  • Create Quarterly Business reviews
  • Manage Client Contract dates for renewal
  • Create a Service Review each quarter to provide updates or recommendations
  • Create the monthly email for Client Stats
  • Maintain a list of all client contacts to be made available to the entire team
  • Maintain Workflow documents and change as necessary
  • Maintain Account Team documents and change as necessary
  • Maintain a list of LOAs and update at expiration
  • Assist with Acquisitions as assigned
  • Assist with Projects as assigned, i.e. audits, inventory, address changes.
  • Proven experience in client success, account management, or a related role
  • Excellent communication and relationship-building skills
  • Strong organizational and problem-solving abilities
  • A proactive, customer-first mindset
  • Ability to adapt to various tasks as needed on the Account team
Qualifications & Requirements:
  • Must have excellent presentation skills and be able to use PowerPoint, Microsoft Teams or other meeting tools and Excel.
  • Excellent oral communication and interpersonal skills.
  • Be familiar with the policies, procedures and organization of the company
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