Manage client relationships across your book of business from post-installation through contract lifecycle
Build strong, proactive client relationships focused on engagement, satisfaction, and retention
Conduct Quarterly Business Reviews (QBRs), present performance insights, and deliver actionable recommendations
Establish regular 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 by presenting tailored solutions and package enhancements
Monitor change-of-ownership contract processes to help ensure smooth transitions and prevent account loss
Use Salesforce to track client activity, maintain accurate records, analyze performance metrics, and generate insights
Collaborate cross-functionally with Operations, Sales, and Marketing to resolve client concerns and escalations
Represent WithMe in client meetings, conferences, and work events while serving as a strong client advocate

Three (3) to five (5) years of experience in client success management, or account management
Proven ability to build and maintain strong client relationships and resolve issues proactively
Experience conducting welcome calls, client reviews, creating presentations, and delivering persuasive presentations
Strong communication, relationship-building, and organizational skills
A 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

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 and competitive paid time off for hourly nonexempt employees
Employee equity

Client Success Manager

Key skills