Client Success Manager

Dakota Software

. Serve as the primary contact for new and existing clients .

Posted 10/8/2026full-timeRemote • United StatesMid-LevelSenior💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, project management, and customer success within a SaaS environment. Skilled in communication, problem-solving, and driving software adoption to enhance client satisfaction and retention.

Highest-signal resume keywords

Customer Success ManagementSaaS Software Sales ExperienceProject ManagementClient Relationship ManagementEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementCustomer Success ManagementSaaS Software SalesStatement of Work (SOW) CreationKPI SettingSales ForecastingProblem-SolvingTime ManagementPresentation SkillsNegotiation

Soft Skills

Active ListeningEmpathyPersuasionCollaborationIndependence

Industry Keywords

Client OnboardingStakeholder EngagementUpsellingCustomer SatisfactionBusiness Value

About the role

Key responsibilities & impact

Serve as the primary contact for new and existing clients
Advise and guide clients through software implementation
Ensure clients widely adopt the software and recognize its business value to retain them as long-term customers
Act as the single point of accountability for client projects and an escalation point for internal and external resources
Project manage client onboarding to successful outcomes and accelerate time to value
Engage client stakeholders to understand business goals and objectives
Collaborate with the Business Analyst to determine solutions to client requests and project approaches
Create Statements of Work (SOWs) and project plans organized against project milestones
Monitor and facilitate completion of work requests and schedule deployments to client sites
Resolve issues and roadblocks through communication, information gathering, and requirement clarification
Manage project communications for stakeholders and project team members
Identify and manage project risks with clients
Drive early adoption by setting KPIs and success metrics
Maintain client relationships, measure satisfaction, and educate clients on new features
Identify upsale possibilities, expansions, and renewals within current customer relationships
Forecast sales projections and deal values
Keep management informed about developments in major accounts

Requirements

What you’ll need

Applicants need to reside in one of the following states: CT, FL, GA, IL, KS, MI, NC, NE, NJ, NY, OH, PA, TN, TX, VA, OR, WA, LA
Bachelor's degree in Sales, Business Administration, or related field; or equivalent experience
Experience in a customer facing role, such as customer success, account management, sales or consulting
Experience in Customer Success in a SaaS business preferred
SaaS software sales experience preferred
Ability to communicate effectively in both oral and written form
Skilled in identifying needs and solutions to problems
Ability to process information logically
Skilled in time-management and prioritization to meet close deadlines
Ability to follow instructions, and proven methods or techniques to client success
Skilled in active listening, and ability to empathize with clients and their experience to build supportive and trustworthy relationships
Ability to deliver high-quality presentations
Skilled in persuading others to change their minds or behavior
Skilled in bringing others together and negotiating
Proven ability to work independently and in a team environment
Ability to learn new technologies quickly

Benefits

Comp & perks

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