Client Success Manager
Core
Manage high-touch client accounts, drive upsell opportunities, and ensure successful implementation of the InReach platform for legal, medical, and other industries.
Role type
Client Success Manager
Builds
Client retention and revenue growth through organic growth and Back to Base sales
Domain
Enterprise software (practice management) for legal, medical, and other verticals
Deliverable
client delivery
Required skills
client success management, data entry, sales, mentoring, priority setting, critical thinking, conflict de-escalation, business objective analysis
Preferred skills
data entry, sales, HTML/CSS familiarity
Technologies
InReach platform, Microsoft Office, HTML, CSS
Responsibilities
Offer support for high-touch accounts, manage pre/post/sustaining implementation tasks, identify upsell opportunities, document client interactions, collaborate with product/engineering teams, drive revenue growth, manage special projects
Seniority
Mid-level, hands-on IC
