Client Success Manager

Role Overview

• Engage proactively with clients to understand goals, challenges, and provide scalable solutions
• Conduct regular account reviews to assess progress and identify opportunities for improvement
• Independently design and optimize multi-client campaigns, automations, and office-hours
• Mitigate risks and ensure successful outcomes through strategic communications and training
• Increase software adoption and value realization by monitoring usage and recommending best practices
• Identify and execute consultative upsell opportunities aligned with client needs
• Generate client referrals by creating raving fans within our ideal customer profile (ICP)
• Share insights, metrics, and client feedback with internal stakeholders

Requirements

• 2–3 years of relevant experience in a client success or account management role
• Proven ability to independently own and execute client initiatives end-to-end
• Experience managing multiple client accounts simultaneously
• Strong proficiency with CRM systems, preferably HubSpot
• Excellent written and verbal communication skills
• Ability to thrive in a fully remote environment
• Basic mathematical and reasoning abilities
• Preferred: Experience in a software-as-a-service (SaaS) environment
• Bilingual in Spanish

Benefits

• 100% remote work environment
• Medical, dental, vision, and life insurance
• 401(k) with employer match (immediate eligibility)
• Unlimited PTO
• Paid parental leave
• Professional development opportunities
• Company-paid holidays