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Client Success Manager – Major
FranklinCovey. Onboard new clients and ensure a smooth transition and rapid time to first value .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client onboarding, engagement, and relationship management, with a strong focus on delivering measurable value and facilitating effective training programs. Proficient in managing diverse client portfolios and utilizing tools to enhance client success in a subscription-based environment.
Highest-signal resume keywords
Client OnboardingStakeholder EngagementTraining Program CoordinationAccount ManagementCustomer Success Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Training and Talent DevelopmentProject ManagementSubscription Environment ExperienceAdult Learning MethodologiesPerformance Metrics Evaluation
Soft Skills
Excellent Communication SkillsInfluencing StakeholdersClient-Centric ApproachPresentation SkillsRelationship Building
Tools & Technologies
SalesforceZoomTeamsPowerPointOutlook
Certifications & Qualifications
Customer Success CertificationFranklinCovey Client Administrator
Industry Keywords
Corporate Training ProgramsClient Health MetricsSubscription Revenue RetentionLearning & DevelopmentBest Practices Sharing
About the role
Key responsibilities & impact- Onboard new clients and ensure a smooth transition and rapid time to first value
- Orient clients to All Access Pass subscription elements
- Conduct discovery to understand desired results, learning environment, learner profile, and program timeline
- Align content, technology, and services with client needs and define implementation strategies
- Provide training, tools, templates, and guidance to support client launch and learner engagement
- Build client relationships focused on driving results and demonstrating value
- Manage a diverse, high-volume client portfolio and calibrate engagement based on client health, growth potential, stakeholder influence, priorities, and resources
- Create and deliver scalable 1:Many client enablement, best-practice sharing, and targeted communication strategies
- Provide tailored 1:1 support when client opportunity or risk warrants deeper engagement
- Conduct business reviews, evaluate performance metrics, gather feedback, and identify subscription utilization and expansion opportunities
- Facilitate discovery and solutioning for new or additional learning programs and learner populations
- Serve as a strategic thought partner and proactively share best practices
- Coordinate with sales, services, product, and technical support teams to resolve client issues
- Guide Major Market Accounts toward practical, scalable solutions and promote centerline deployment
- Influence renewal and expansion opportunities, including upsell and cross-sell opportunities
- Monitor client health and engagement and proactively address potential issues
- Support task-force work developing client and learner engagement tools, templates, and processes
- Represent client perspectives in product development prioritization
- Track subscription revenue retention, services delivery, client health metrics, and adherence to client engagement processes
Requirements
What you’ll need- Bachelor’s degree
- 3+ years of experience in training and talent development at organization or division level
- 1+ years in a client-facing consulting role with executive/senior leaders and/or multiple stakeholders/workstreams
- 1+ years of account or project/program management experience
- Excellent communication and presentation skills
- Ability to engage and influence stakeholders at all levels
- Ability to influence renewal and expansion opportunities by demonstrating measurable client value
- Ability to deliver effective presentations virtually and in person
- Proficiency with Zoom, Teams, PowerPoint, and Outlook
- Ability to manage multiple strategic and tactical projects and priorities simultaneously
- Client-centric approach and commitment to exceptional service and support
- Knowledge of FranklinCovey content
- Experience coordinating corporate training programs
- Familiarity with adult learning methodologies
- Experience working in a subscription environment
- Certification in Customer Success (e.g., CCSM) or related field
- Experience using Salesforce or other CRM software and SharePoint
- FranklinCovey client administrator or facilitator experience
- HR and/or Learning & Development experience or credentials
- Sales or Customer Success Manager experience
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- HSA
- Employee stock purchasing program
- 401(k)
- Paid time off
- Holiday pay
- Occasional travel for client and internal meetings, fewer than 6 times per year