Client Success Manager

Driven Technologies

. Develop partnerships by understanding each client’s objectives, business strategies, and long-term goals .

Posted 9/18/2026full-timeFarmington Hills • Michigan • United StatesJuniorMid-Level💰 $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 Success Management, focusing on client retention, satisfaction, and expansion through effective communication and collaboration. Proficient in understanding client objectives and advocating for their needs within a complex organization.

Highest-signal resume keywords

Client Success ManagementB2B Relationship ManagementClient Retention StrategiesCross-Functional CollaborationFinancial Services Operations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client EngagementProposal DevelopmentSatisfaction MetricsAccount ManagementService Adoption Strategies

Soft Skills

CommunicationAdaptabilityProblem-SolvingUrgencyAccountability

Tools & Technologies

SymitarBanking SystemsFinancial Services Technologies

Industry Keywords

FintechEnterprise SoftwareClient FeedbackCustomer RetentionBusiness Strategies

About the role

Key responsibilities & impact

Develop partnerships by understanding each client’s objectives, business strategies, and long-term goals
Act as a navigator, providing insights and best practices to maximize service value
Monitor client engagement and satisfaction to anticipate needs and address risks
Identify opportunities for expanded service adoption aligned with client goals
Coordinate between clients and internal teams for alignment and timely solution delivery
Communicate with clients through visits, calls, email, and digital channels
Partner with Product, Support, and other internal teams to champion client feedback
Keep leadership informed of client progress, challenges, and opportunities
Address client concerns with urgency and accountability
Provide accurate and timely proposals, renewals, and agreements
Maintain customer retention through satisfaction, loyalty, and trust
Document and share best practices, lessons learned, and success stories
Participate in team meetings, strategic planning, and professional development opportunities
Promote goodwill and a positive image of the Company
Complete special projects supporting client or organizational success
Maintain a clean, organized, and secure work environment
Demonstrate adaptability to evolving client and business needs

Requirements

What you’ll need

High school graduate or equivalent required
Bachelor’s degree in Business, Marketing, or a related field preferred
An equivalent combination of training and experience in Client Success Management required
Two (2) years of experience in client success, account management, or relationship management in a B2B environment required
Background in financial services, fintech, or enterprise software/SaaS client engagement preferred
Demonstrated history of driving client retention, expansion, and satisfaction metrics
Proven ability to collaborate cross-functionally and advocate for client needs within a complex organization
Strong understanding of client success strategies
Familiarity with financial services operations and technologies, including Symitar, credit union or banking systems, preferred
Up to 50% day/overnight in-state and out-of-state travel, including possible weekend travel
Additional hours, including Saturday/Sunday support, as required
Long duration of computer workstation usage

Benefits

Comp & perks

Hybrid work arrangement
Professional development opportunities