Company
SaaS
ClientSuccessExecutive
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Success Executive. Skills: Client Success, Account Management, Customer Experience. Build trust-based relationships with clients. Maintain trust-based relationships with clients”
What You'll Achieve.
Improve client outcomes; Drive client retention; Drive client satisfaction; Improve customer satisfaction; Improve retention; Improve long-term loyalty
Industry & Context.
Problem-solving
What They're Looking For.
Must Have
3+ years of experience in Client Success, 3+ years of experience in Account Management, 3+ years of experience in Customer Experience, Proven experience managing complex client relationships, Proven experience handling challenging conversations professionally, Track record of improving client outcomes, Track record of driving retention improvements, Track record of driving satisfaction improvements, Experience using CRM systems, Experience using reporting tools, Experience using customer success platforms, English fluency
Nice to Have
Experience in professional services, Experience in SaaS, Experience in consulting, Experience in regulated industries, Portuguese fluency preferred, Spanish fluency preferred
What You'll Do.
Build trust-based relationships with clients
Maintain trust-based relationships with clients
Identify at-risk clients
Take action to address concerns
Lead client retention efforts
Lead service recovery efforts
Resolve client issues effectively
Resolve client issues professionally
Collaborate with internal teams
Resolve client challenges
Improve client outcomes
Analyze client feedback
Analyze client sentiment
Analyze client trends
Identify opportunities for service improvements
Identify opportunities for experience improvements
Advocate for client needs
Balance organizational goals
Balance operational constraints
Support initiatives improving customer satisfaction
Support initiatives improving retention
Support initiatives improving loyalty
Identify opportunities for renewals
Identify opportunities for expansion
Identify opportunities for cross-sell
Maintain accurate documentation
Maintain accurate reporting
Maintain accurate records of client interactions
Maintain accurate records of key outcomes
Contribute ideas to improve processes
Contribute insights to improve processes
Contribute ideas to strengthen client experience
Contribute insights to strengthen client experience
How You'll Work.
Team & Collaboration
Sales; Operations; Finance; Leadership
Communication Scope
Client communication
Full Job Description
## Accountabilities Build and maintain strong, trust-based relationships with clients across the Americas region. Proactively identify at-risk clients and take early action to address concerns and prevent escalation. Lead client retention and service recovery efforts, ensuring issues are resolved effectively and professionally. Collaborate with internal teams including Sales, Operations, Finance, and Leadership to resolve client challenges and improve outcomes. Analyze client feedback, sentiment, and trends to identify opportunities for service and experience improvements. Advocate for client needs while balancing organizational goals and operational constraints. Support initiatives aimed at improving customer satisfaction, retention, and long-term loyalty. Identify opportunities for renewals, expansion, and cross-sell, working closely with Sales teams when appropriate. Maintain accurate documentation, reporting, and records of client interactions and key outcomes. Contribute ideas and insights to improve processes and strengthen the overall client experience. Requirements: Minimum 3+ years of experience in Client Success, Account Management, Customer Experience, or a similar client-facing role. Proven experience managing complex client relationships and handling challenging conversations professionally. Strong track record of improving client outcomes and driving retention or satisfaction improvements. Excellent communication, negotiation, and stakeholder management skills. High emotional intelligence, empathy, and strong problem-solving abilities. Commercial awareness with the ability to balance client needs and business priorities. Experience working cross-functionally across multiple teams and departments. Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Experience using CRM systems, reporting tools, or customer success platforms. English fluency required; Portuguese and/or Spanish strongly preferred. Prefe
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