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Finalsite

Digital Client Success Manager

Finalsite

. Manage post-implementation client relationships across a high-volume, pooled book of business .

Posted 10/8/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in managing client relationships and strategic accounts within a SaaS environment, focusing on client lifecycle management, risk mitigation, and value realization. Proficient in utilizing CRM tools and data analytics to enhance client engagement and drive renewal opportunities.

Highest-signal resume keywords
Client Success ManagementAccount ManagementCRM Platforms (Salesforce, Totango, Zendesk)Strategic CommunicationData-Driven Decision Making

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Client Lifecycle ManagementRisk MitigationValue RealizationContract NegotiationKPI Tracking
Soft Skills
Strong CommunicationNegotiation SkillsValue-Based Storytelling
Tools & Technologies
ChurnZeroSalesforceTotangoZendesk
Industry Keywords
SaaSTechnology-Driven EnvironmentClient StrategyHigh-Volume Portfolios

About the role

Key responsibilities & impact
  • Manage post-implementation client relationships across a high-volume, pooled book of business
  • Monitor and manage outreach, check-ins, training sessions, escalations, and strategic business reviews
  • Execute mid-contract value realization touchpoints using customized and scaled lifecycle-triggered outreach
  • Capture and share client success stories, outcomes, and feedback
  • Tailor outreach and engagement plans based on client segment, product mix, and account health indicators
  • Connect clients to relevant self-service resources and success stories
  • Monitor engagement, usage, and support data via ChurnZero, Salesforce, Zendesk, and other internal tools
  • Track account health, flag risks, document blockers and remediation steps, and manage re-engagement strategies
  • Handle inbound support and initiate outbound outreach based on lifecycle triggers or health indicators
  • Monitor at-risk accounts and initiate follow-up or escalation paths
  • Own renewal preparedness, including 6–12 month planning cycles and contract strategy alignment
  • Manage renewal opportunities, including contract review, quoting, negotiation, and closure
  • Partner with Sales on renewal opportunities with upsell/cross-sell potential
  • Track KPIs including renewal rates, NRR, GRR, outreach activity, account recovery, response quality, and Salesforce/Totango data completeness

Requirements

What you’ll need
  • 3+ years of experience in client success, account management, or client strategy roles, preferably within a SaaS or technology-driven environment
  • Proven ability to manage strategic accounts and high-volume, pooled portfolios using scalable methods
  • Deep understanding of the client lifecycle, including proactive adoption planning, risk mitigation, and stakeholder retention
  • Strong communication, negotiation, and value-based storytelling skills
  • Experience with CRM or client success platforms such as Salesforce, Totango, and Zendesk
  • Comfort using data to assess client needs, identify engagement opportunities, and manage multiple priorities
  • Experience working with automation or scaled communication platforms is a strong bonus
  • Bachelor's degree required
  • Permanent residency in the United States; current and continued U.S. residency required to obtain and retain employment

Benefits

Comp & perks
  • Competitive benefits
  • Professional development opportunities
  • Collaborative culture built on partnership and purpose
  • 100% fully remote employment
  • Equal employment opportunity and reasonable accommodation for persons with disabilities or special needs