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)
Builds
Client relationships, account health scores, and expansion pipelines for existing accounts
Domain
IT & Low Voltage Services, Orthodox Jewish corporate and community sectors
Required skills
Account management, churn prevention, Quarterly Business Reviews (QBRs), upsell/cross-sell identification, CRM proficiency, cultural competency with Orthodox Jewish community, stakeholder coordination
Preferred skills
Managed services experience, SaaS/LaaS knowledge, server environment familiarity, Yiddish or Hebrew fluency
Responsibilities
Serve as primary point of contact for assigned clients, conduct regular touchpoints and proactive check-ins, facilitate Quarterly Business Reviews, manage client escalations, own internal follow-ups to ensure commitments are met, identify and pursue upsell/cross-sell opportunities, maintain client health scores, track satisfaction trends, ensure client onboarding and value realization
Seniority
Mid-level, hands-on IC (via careerplan.io/jobs/DA-00A-7A-D67-client-success-manager-at-id-tech-solutions)
