Client Success Manager

WithMe, Inc.

. Manage client relationships across a dedicated book of business from post-installation through the contract lifecycle .

Posted 10/20/2026full-timeRemote • United StatesMid-LevelSenior💰 $73,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client success management with a focus on relationship building, retention strategies, and performance analysis. Proficient in utilizing Salesforce for account management and data analysis while delivering impactful presentations and recommendations.

Highest-signal resume keywords

Client Success ManagementSalesforce ProficiencyRelationship BuildingRetention StrategiesPresentation Skills

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 Relationship ManagementPerformance AnalysisUpsellingCross-SellingAccount ManagementData AnalysisQuarterly Business ReviewsContract Lifecycle ManagementIssue ResolutionPersuasive Presentations

Soft Skills

Strong CommunicationOrganizational SkillsProactive Problem SolvingResults-Driven ApproachCollaboration

Tools & Technologies

Salesforce

Industry Keywords

Multi-Family SegmentSaaS SalesStartup ExperienceTechnology-Driven Company

About the role

Key responsibilities & impact

Manage client relationships across a dedicated book of business from post-installation through the contract lifecycle
Build proactive client relationships focused on engagement, satisfaction, and retention
Conduct Quarterly Business Reviews, present performance insights, and deliver actionable recommendations
Establish communication cadences with newly onboarded clients and clients nearing renewal
Identify and address risks early to reduce churn and improve retention
Drive upsell and cross-sell opportunities through tailored solutions and package enhancements
Monitor change-of-ownership contract processes to support smooth transitions and prevent account loss
Use Salesforce to track client activity, maintain accurate records, analyze performance metrics, and generate insights
Collaborate with Operations, Sales, and Marketing to resolve client concerns and escalations
Represent WithMe in client meetings, conferences, and work events while advocating for clients

Requirements

What you’ll need

Three (3) to five (5) years of experience in client success management or account management
Experience in the multi-family segment is extremely helpful in this role
Proven ability to build and maintain strong client relationships and resolve issues proactively
Experience conducting welcome calls and client reviews
Experience creating and delivering persuasive presentations
Strong communication, relationship-building, and organizational skills
Results-driven approach with a track record of supporting retention, upsell, and cross-sell goals
Extensive experience using Salesforce to manage account data, analyze metrics, and support reporting
Ability to manage multiple client accounts in a fast-paced, scaling environment
Bachelor's degree in Business Administration, Marketing, or a related field is strongly preferred, or equivalent experience
Startup or technology-driven company experience is a strong plus
SaaS sales experience is a strong plus

Benefits

Comp & perks

Annual bonus opportunity
Employee equity
100% remote work environment for the majority of roles
Fun and inspiring in-person team event opportunities
Comprehensive health, dental and vision coverage
Retirement plan with company match
Life and disability plans
FSA and HSA accounts
Annual training and education allowance
Flexible vacation for full-time salaried exempt employees
Competitive paid time off for hourly nonexempt employees