CareerPlan

Client Success Manager

New York CityFull-time$75k2026-08-18 → 2026-11-10
Hybrid

Core

Drive engagement and revenue growth for the Insights expert call and transcript library product for Corporate Healthcare or Institutional Investment clients.

Role type

Client Success Manager (B2B SaaS)

Builds

Insights product usage and client retention

Domain

Healthcare / Financial Services / Expert Networks

Deliverable

product features

Required skills

B2B product sales, CRM management, client relationship management, strategic planning, cross-functional collaboration, stakeholder engagement

Preferred skills

Expert network experience, senior business leader engagement

Responsibilities

Develop personalized engagement plans for clients, monitor and drive client engagement through direct outreach, collaborate with sales team for renewals and upsells, gather client feedback for product development

Seniority

Mid-level, hands-on IC