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Client Success Operations Manager
Business Information Group. Lead post-sales client success strategy and manage the client success team and operations .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client success strategy, team leadership, and operational optimization to drive client retention and revenue growth. Proficient in analyzing client data and translating insights into actionable recommendations while fostering a high-performing team culture.
Highest-signal resume keywords
Client Success StrategyData AnalyticsTeam LeadershipClient Retention StrategiesCRM Platforms
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 Engagement StrategiesProcess OptimizationRisk AssessmentPerformance EvaluationData Insights Translation
Soft Skills
Excellent Communication SkillsCoaching and MentoringCollaborationProblem-SolvingInfluencing
Tools & Technologies
CRM SoftwareBusiness Intelligence ToolsProject Management PlatformsClient Success Platforms
Industry Keywords
Client SuccessAccount ManagementRecurring Revenue ModelsProfessional ServicesConstruction Technology
About the role
Key responsibilities & impact- Lead post-sales client success strategy and manage the client success team and operations
- Optimize internal processes, data analytics, and technology stacks
- Drive client retention, revenue growth through long-term service engagements, and efficient scaling
- Develop and execute client engagement strategies across the client lifecycle
- Establish and maintain client success playbooks, processes, and operating rhythms
- Lead monthly, quarterly, and annual client business reviews
- Assess client priorities, review outcomes, identify risks, and uncover expanded engagement opportunities
- Partner with sales, delivery, operations, and technical teams to align resources with client goals
- Monitor client health, retention trends, NPS, ARR, renewal activity, and other KPIs
- Translate client feedback, data insights, and service trends into actionable recommendations
- Manage high-priority client relationships and escalations
- Coordinate internal action plans and drive timely resolution of concerns or roadblocks
- Support client expansion and renewal efforts
- Identify opportunities to deepen partnerships and increase service adoption
- Set goals, provide feedback, and conduct performance evaluations for direct reports
- Coach, mentor, and support employee development
- Foster an inclusive, high-performing team culture
- Address performance and conduct issues
- Ensure compliance with company policies in partnership with HR
- Assist with interviewing, selection, workforce planning, onboarding, and training
Requirements
What you’ll need- Bachelor’s degree in business, technology, operations, client success, or a related field preferred; equivalent combination of education and relevant experience may be considered
- Five or more years of experience in client success, account management, business operations, or a related client-facing role
- Experience preferably within technology, construction technology, or professional services
- Experience leading, coaching, and developing team members
- Experience building scalable processes and supporting a high-performing team environment
- Ability to influence and collaborate across departments
- Ability to analyze client data, identify trends, assess risk, and translate insights into recommendations, dashboards, or executive-level updates
- Working knowledge of client retention strategies, renewals, forecasting, recurring revenue models, and expansion opportunities
- Excellent written and verbal communication skills
- Ability to facilitate executive-level conversations, navigate sensitive client issues, and present information clearly and professionally
- Comfort using CRM, client success, business intelligence, project management, and related technology platforms
- Ability to work from an approved state in the United States
- Ability to sit for extended periods and use a computer and keyboard for long durations
- Frequent typing and mouse use, with fine motor skills for accurate data entry and navigation
- Ability to maintain good posture and adjust seating and workstation to minimize physical strain
- Subject to pre-employment background check and drug screen
Benefits
Comp & perks- Remote role
- Minimal travel
- Standard Monday–Friday, 8:00am–5:00pm local time zone schedule
- Salaried exempt status
- Reasonable accommodations for qualified individuals with disabilities
- Pre-employment background check and drug screen