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Client Success Manager – AI-Native
Bask Health. Own the full client lifecycle, including onboarding, engagement, adoption, retention, renewals, and expansion .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the full client lifecycle, including onboarding, engagement, retention, and expansion, while leveraging AI tools to enhance workflows and client success. Proven ability to analyze client data and performance metrics to drive measurable business results and improve overall account performance.
Highest-signal resume keywords
Customer Success ManagementAI Tools ProficiencyClient Engagement Metrics AnalysisE-Commerce ExperienceAccount Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client OnboardingAI-Assisted ProcessesWorkflow AutomationData AnalysisProblem Solving
Soft Skills
Excellent CommunicationCreative Problem SolvingOrganizational SkillsInitiativeCollaboration
Tools & Technologies
ChatGPTClaudeGeminiAI ToolsBask Platform
Industry Keywords
SaaSDTC BrandsE-Commerce TechnologyClient ServicesAccount Expansion
About the role
Key responsibilities & impact- Own the full client lifecycle, including onboarding, engagement, adoption, retention, renewals, and expansion
- Build strong relationships with Bask clients and help them successfully launch and grow their businesses
- Use AI tools and large language models (LLMs) to research client needs, structure problems, draft communications, and improve day-to-day workflows
- Develop AI-assisted workflows and automations to streamline onboarding, account management, follow-ups, and troubleshooting
- Build logic-based questionnaires and asynchronous patient visit workflows through the Bask platform
- Help clients launch medications and identify opportunities to expand their product offerings
- Troubleshoot platform, workflow, and order-related issues while proactively identifying solutions
- Monitor client health, platform usage, and engagement metrics to identify potential churn risks and growth opportunities
- Develop proactive strategies to improve client adoption, retention, and overall account performance
- Deliver platform demonstrations, answer technical questions, and recommend creative ways for clients to get more value from Bask
- Use client data and measurable outcomes to evaluate the effectiveness of AI-assisted processes and client success initiatives
- Validate AI-generated recommendations through research, testing, and client feedback before implementation
- Document and share successful AI prompts, automations, and repeatable workflows with the Client Success team
- Collaborate with Product, Engineering, and other internal teams to improve the client experience
- Work weekends
Requirements
What you’ll need- 5+ years of experience in Customer Success, Account Management, or Client Services within a SaaS organization
- Experience in e-commerce, ideally supporting DTC brands, online merchants, or e-commerce technology platforms
- Experience managing large or enterprise-sized client portfolios
- Demonstrated hands-on experience using AI tools such as ChatGPT, Claude, Gemini, or similar LLMs to improve professional workflows
- Experience creating, implementing, or improving AI-assisted processes, automations, or repeatable workflows
- Ability to provide real examples of how you've used AI to solve problems, improve efficiency, or deliver measurable business results
- Strong understanding of client onboarding, adoption, retention, renewals, and account expansion
- Experience using client engagement data and performance metrics to identify risks and growth opportunities
- Ability to independently research problems, evaluate AI-generated information, and turn findings into practical solutions
- Good judgment when handling sensitive client information and using AI tools in accordance with company privacy and security requirements
- Excellent written and verbal communication skills
- A creative problem solver who takes initiative and is comfortable navigating unfamiliar challenges
- An entrepreneurial mindset and a strong sense of ownership and accountability
- Strong organizational skills and the ability to manage multiple client accounts and priorities
- Comfortable collaborating across teams and working in a fast-paced startup environment
- Ability to work weekends