CareerPlan

Client Success Manager at CFO Insights

United Media GroupFull-time2026-08-28 → 2026-11-11
On-site

Core

Shape and execute client success strategy, scale operations, and lead a high-performing team to drive customer growth and satisfaction for a CFO forum.

Role type

Senior Client Success Manager / Operations Lead

Builds

Client success operations, onboarding processes, and performance reporting systems

Domain

Professional Services / Financial Media

Deliverable

client delivery

Required skills

Team leadership and mentoring, scaling operations, process creation, project management, commercial acumen, automation implementation, cross-departmental collaboration

Preferred skills

Experience in high-growth startups, driving revenue growth, international expansion

Technologies

N/A

Responsibilities

Onboard new clients, manage delivery processes, report client performance, build and harmonize cross-departmental processes, create end-to-end user journeys

Seniority

Senior, hands-on IC with leadership responsibilities