Job Description
Position Overview:
The Client Success Manager (CSM) is the primary owner of the client experience and is
accountable for the overall health, satisfaction, and retention of assigned clients. This
role goes beyond coordination, serving as a strategic partner to clients and an internal
driver of execution. The CSM anticipates client needs, removes obstacles, and ensures
that all services are delivered accurately, on time, and at a high standard.
The CSM is proactive, highly organized, detail-oriented, and thrives in a fast-paced
environment. They take initiative, communicate with clarity and confidence, and
consistently deliver an exceptional client experience while managing competing
priorities.
Reports to: Director of Client Success
Collaborates with: Partners, Client Managers, Operations, Billing, and Service Teams
Key Responsibilities:
● Serve as th...