Client Success Manager

Jonas Software

. Offer support for high touch accounts servicing legal, medical, and other industries and organizations .

Posted 9/24/2026full-timeRemote • United States, CanadaMid-LevelSenior💰 $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong Client Success Management capabilities with a focus on maintaining positive client relationships and driving revenue growth. Proficient in critical thinking, problem-solving, and effective communication to enhance client satisfaction and operational efficiencies.

Highest-signal resume keywords

Client Success ManagementCritical ThinkingRevenue GrowthEffective CommunicationMicrosoft Office Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntrySales ExperienceClient Relationship ManagementProcess ImprovementTask PrioritizationRoot Cause AnalysisMentoringHTMLCSS

Soft Skills

Interpersonal SavvyPatienceCompassionListening SkillsIntegrity

Tools & Technologies

InReach PlatformMicrosoft Office

Industry Keywords

Legal IndustryMedical IndustryClient Education ProgramsSpecial ProjectsTeam Collaboration

About the role

Key responsibilities & impact

Offer support for high touch accounts servicing legal, medical, and other industries and organizations
Manage tasks tied to the pre-, post-, and sustaining implementation of the InReach platform
Ensure the success of Clients’ continuing education programs
Maintain positive and meaningful Client relationships by demonstrating integrity and building trust
Identify ideas for improvements related to increased efficiencies, improved processes, and overall team success
Document and track all Client interactions in an organized way
Provide proactive service, solutions, and root cause analysis
Manage Special Projects as necessary
Identify and communicate threats, obligations, and opportunities to the Manager and Team
Collaborate with product management and engineering teams to enhance and fix bugs in the InReach platform
Drive revenue growth through organic growth and Back to Base sales
Perform other duties as assigned by the Manager

Requirements

What you’ll need

High school or equivalent
Client Success Management experience: 3 years or more
Data entry: 1 year (preferred)
Sales experience: 1 year (preferred)
Experience mentoring client service representatives or peers
Personal and professional commitment management experience including break and lunch schedule administration
Experience in a priority setting, being able to effectively prioritize tasks and handle multiple tasks simultaneously
Excellent organizing abilities, effective and clear written and verbal communication along with highly developed listening skills to clients and colleagues
Strong client focus orientation and critical thinking skills to resolve complex client concerns/issues on their own, solution-oriented mindset
Proven ability to maintain patience, composure, and have compassion to de-escalate difficult situations to resolve conflicts by both email and over the phone
Demonstrated interpersonal savvy, relates well to all kinds of people, able work effectively with client admins and all teams in the company
Understanding of the importance of informing clients and colleagues of time sensitive information
Demonstrated ability to apply critical thinking skills to identify and provide ideas for improvements that are related to increased efficiencies, improved process, and the overall success of the Team
Ability to understand the clients' business objectives and to identify opportunities to expand value through thoughtful recommendations
Desire to learn and grow, and collaborate with other members of the Team
Exemplary attendance record
Must demonstrate strong integrity and trust
Possesses a drive for exceeding revenue targets and goals
Intermediate to advanced Microsoft Office skills
Familiarity with HTML and CSS preferred, but not required

Benefits

Comp & perks

Remote/work from home setup
Health benefits
401K / Stock opportunities