Directly manage a portfolio of 5–10 accounts, owning client relationships, renewals, and expansion opportunities.
Lead a Client Success team (CSMs and Coordinators) covering 10-15 accounts per CSM.
Serve as senior relationship owner and escalation point for strategic accounts.
Develop and maintain Client Success Plans and lead business reviews for direct accounts.
Oversee development of Client Success Plans for accounts in portfolio.
Partner with Practice Managing Directors to ensure alignment on revenue, renewals, profitability, and client satisfaction across the portfolio.
Set performance targets for renewals, retention, satisfaction, and margin contribution within the practice.
Support CSMs in account planning, QBRs, and escalation management.
Drive operational excellence in Client Success processes, including account health tracking, reporting, and renewals.
Requirements
Bachelor’s degree; advanced degree a plus.
8+ years’ experience in account management, client success, or consulting, with at least 3 years in a leadership role.
In-depth experience and familiarity with the Salesforce platform ecosystem.
Proven track record managing a $5M+ portfolio, including direct account ownership.
Strong leadership and coaching skills, with experience managing client-facing teams.
Excellent relationship management and executive communication skills.
Commercial acumen: ability to manage contracts, renewals, and profitability.
Experience collaborating with delivery/project management in a professional services environment.
Benefits
Competitive compensation and comprehensive coverage for medical, dental, life, disability and a 401(k) savings plan are offered to all full-time employees.
Ample company paid holidays and personal time off make having a work-life balance possible.
Generous paid company holidays, vacation, and paid sick time to every employee starting on day one.
We support a healthy work/life balance.
We offer regular training and professional development to move careers forward.
We celebrate and champion diversity, equity, and inclusion.
We are fully remote enabled and embrace the evolving definition of the workplace.