Client Success Manager
Core
Primary owner of client relationships for an existing portfolio, focusing on account health, retention, and organic revenue growth through upsells and expansions.
Role type
Client Success Manager (Account Management) (via careerplan.io/jobs/DA-00A-7A-D67-client-success-manager)
Builds
Client relationships, account health scores, and expansion pipelines for existing accounts
Domain
IT & Low Voltage Services, Orthodox Jewish corporate and community sectors
Deliverable
client delivery
Required skills
Account management, churn prevention, upsell/cross-sell strategy, CRM proficiency, stakeholder coordination, cultural competency, portfolio management
Preferred skills
Managed services experience, SaaS/LaaS knowledge, server environment familiarity, Yiddish or Hebrew fluency
Responsibilities
Conduct regular client touchpoints and QBRs, manage client escalations, maintain client health scores, identify and pursue upsell opportunities, ensure client onboarding and value realization
Seniority
Mid-level, hands-on IC
