ClientSuccessManager

## Accountabilities This role is responsible for managing a portfolio of customer accounts, ensuring strong adoption, long-term retention, and expansion opportunities through proactive engagement and structured success planning. Manage a high-volume portfolio of clients, driving onboarding, adoption, retention, and expansion outcomes across each account. Lead proactive outreach and structured success conversations to align platform usage with client business goals and milestones. Conduct onboarding sessions and ongoing customer success reviews to identify adoption gaps, risks, and growth opportunities. Identify at-risk accounts early and execute recovery strategies to improve engagement and prevent churn. Design and implement scalable customer engagement programs such as campaigns, automated workflows, and office hours. Surface expansion and referral opportunities within existing accounts and support revenue growth objectives. Maintain accurate account records and activity tracking within CRM systems, ensuring data integrity and visibility. Partner cross-functionally with internal teams to share customer insights and improve product adoption and overall experience. Requirements The ideal candidate brings experience in customer-facing roles with a strong ability to manage multiple accounts, drive outcomes, and communicate effectively in a remote-first environment. 2–3 years of experience in client success, account management, or a similar customer-facing role. Experience managing multiple accounts in a high-volume SaaS or service-oriented environment. Proven ability to independently lead client initiatives from onboarding through renewal or expansion. Strong communication skills with the ability to lead structured business and value-focused conversations. Experience working with CRM platforms such as HubSpot or similar tools. Strong organizational skills with the ability to prioritize and manage competing client needs effectively. Comfortable working in a fully remot