Manager, Client Success

POS Professional Office Services, Inc.

. Lead, coach, and develop Client Success Managers, including onboarding, training, and performance management .

Posted 10/30/2026full-timeRemote • United StatesMid-LevelSenior💰 $85,000 - $116,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading Client Success teams, focusing on customer retention, product adoption, and account growth. Proficient in utilizing data-driven strategies and CRM systems to enhance customer engagement and satisfaction.

Highest-signal resume keywords

Client Success ManagementCustomer Retention StrategiesData-Driven Account ManagementSaaS Industry ExperienceLeadership and Mentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer SegmentationHealth ScoringLifecycle ProcessesAnalytical SkillsPerformance Management

Soft Skills

Excellent CommunicationProblem-SolvingOrganizational SkillsCross-Functional Collaboration

Tools & Technologies

CRM SystemsCustomer Success PlatformsReporting ToolsMicrosoft ExcelMicrosoft WordAutomation ToolsAI Tools

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

SaaSHealthcare TechnologyFintechPaymentsEnterprise Software

About the role

Key responsibilities & impact

Lead, coach, and develop Client Success Managers, including onboarding, training, and performance management
Set engagement standards, account ownership expectations, and proactive client-management practices
Own retention, GRR, NRR, product adoption, and account-expansion results
Build churn-reduction, retention, customer-health, risk-intervention, segmentation, and engagement processes
Report retention risk, account health, adoption, expansion opportunities, and team performance to leadership
Deliver account reviews, success plans, utilization analysis, and executive engagement for strategic accounts
Drive adoption of paper statements, digital statements, online payments, and other services
Partner with Product Management on customer feedback, adoption barriers, product insights, launches, and training
Coordinate across Client Success, Implementation, Technical Support, Sales, Product Management, and leadership
Serve as escalation point for complex or high-impact customer situations
Evaluate and implement customer-success platforms, automation, and AI tools
Personally manage an initial portfolio of 20–30 strategic accounts, then transition routine ownership to the team

Requirements

What you’ll need

Bachelor's degree or equivalent professional experience
Experience leading or mentoring Client Success, Account Management, or customer lifecycle teams
Background in SaaS, healthcare technology, fintech, payments, or enterprise software preferred
Proven results improving customer retention, product adoption, and account growth
Experience building customer segmentation, health scoring, lifecycle processes, or data-driven account management programs
Strong analytical skills and ability to turn customer and product data into priorities and action
Excellent communication, presentation, and executive relationship skills
Experience managing customer escalations and complex client relationships
Proficiency with CRM systems, customer success platforms, reporting tools, web-based software, Microsoft Excel, and Microsoft Word
Comfort using automation and AI tools
Strong leadership, problem-solving, organizational, and cross-functional collaboration skills
EOE/Drug Screen/Background Check required
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