Talent.com
Client Success Manager

Client Success Manager

Perseus Operating Group (Constellation Software)Ogden, UT, US
15 hours ago
Job type
  • Full-time
Job description

Client Success Manager

The Client Success Manager (CSM) plays a pivotal role in guiding clients, fostering strong relationships, and advocating for their business goals. They anticipate and address evolving client needs, focusing on retention, growth, and collaboration with Sales, Product, Finance, and Marketing. Acting as the primary contact for key clients, CSMs manage high-level relationships, maintain communication, and oversee the overall client experience. They serve as a bridge between various internal groups, ensuring seamless coordination and delivery of services. Working closely with Business Relationship Managers (BRMs), CSMs develop strategies that ensure client satisfaction and retention, requiring a blend of strategic planning, communication, and analytical skills to drive long-term success.

Responsibilities :

  • Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service.
  • Build trusted advisor relationships with key operational leaders at client organizations.
  • Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities.

Client Success and Retention :

  • Strategically focus on ensuring the overall success and retention of Optimal Blue clients.
  • Monitor and assessing the health of client relationships through data, leading indicators, and direct engagement.
  • Drive the utilization of product features and capabilities to ensure clients achieve the highest ROI.
  • Formulate and manage an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client.
  • Renewals and Revenue Growth :

  • Own forecasting and prioritization for client renewals within assigned accounts.
  • Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services.
  • Team Collaboration and Leadership :

  • Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships.
  • Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests.
  • Additional Responsibilities :

  • Create referenceable customers through case studies, reference calls, and speaking engagements.
  • Stay informed about new release changes, new products, and industry trends.
  • Available for travel to customer on-sites, executive meetings, and conferences (approximately 15% of the time, including overnight stays).
  • Perform other related duties as assigned.
  • Education & Experience :

  • Bachelor's degree or an equivalent combination of education, training, and work experience.
  • At least 3 years of experience in a client-facing role such as Client Success function, account management, consulting, or client services role.
  • Proven business experience and demonstrated technical capabilities.
  • Qualifications :

  • Experience working with mortgage lenders highly preferred.
  • Ability to execute commercial transactions, including pitching, negotiating, and closing deals.
  • Passionate about enhancing client experience and dedicated to customer satisfaction.
  • Enjoys the process of selling without necessarily focusing on selling a product.
  • Skilled in creating and delivering persuasive proposals and presentations.
  • Capable of synthesizing complex information and presenting it clearly and concisely.
  • Possesses a blend of business and technical acumen, able to contribute value in discussions on both technology and business strategy.
  • Competencies :

  • Outstanding interpersonal skills with a "Get it Done" attitude.
  • Ability to work in a fast-paced, dynamic environment.
  • Naturally curious and investigative.
  • Effective problem-solver and solution-finder.
  • Adaptable and able to handle changing circumstances with ease.
  • Driven by a strong internal motivation and competitive desire to succeed.
  • Maintains composure and stays calm under pressure.
  • Demonstrates excellent leadership, management, and coordination skills with a proactive approach.
  • Comfortable interacting with contacts at any level, including those from large enterprises.
  • Proficient in handling challenging clients or situations and driving mutually agreeable outcomes. Committed to listening to and understanding diverse perspectives.
  • FLSA Designation (US Only) : Exempt

    Salary Range (US Only) : The estimated base salary range for this role in the United States is $73,600.00 - $110,400.00 per year.

    Other Compensation (US Only) : Not Applicable

    Benefits (US Only) : Full time employees will also be eligible for enrollment in a wide range of choices of benefits, including medical, dental, vision, basic life insurance, short / long term disability, 401(k) participation (with company match).

    Time off (US Only) : The Company provides a minimum of 10 days of vacation for new employees, sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.

    We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law. Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_HR@constellationhbs.com.

    Create a job alert for this search

    Client Manager • Ogden, UT, US

    Related jobs
    • Promoted
    Restaurant Delivery - Receive 100% of Customer Tips

    Restaurant Delivery - Receive 100% of Customer Tips

    DoorDashProvidence, UT, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 4 days ago
    • Promoted
    Drive with DoorDash - Receive 100% of Customer Tips

    Drive with DoorDash - Receive 100% of Customer Tips

    DoorDashProvidence, UT, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Customer Success Mgr- Mgd Svcs

    Customer Success Mgr- Mgd Svcs

    CDWOgden, UT, US
    Temporary
    At CDW, we make it happen, together.Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It's why we're coworkers, not just employees.Coworkers wh...Show moreLast updated: 15 hours ago
    • Promoted
    Director, Customer Success

    Director, Customer Success

    CorcentricOgden, UT, US
    Full-time
    As a Director, Customer Success at Corcentric, you will join a collaborative team within an ambitious, entrepreneurial global organization. You will be responsible for the strategic direction, perfo...Show moreLast updated: 1 day ago
    • Promoted
    Drive with DoorDash - Flexible Onboarding

    Drive with DoorDash - Flexible Onboarding

    DoorDashMorgan, UT, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Client Success Manager - BusyBusy

    Client Success Manager - BusyBusy

    ToolWatch (Align Tech)Ogden, UT, US
    Full-time
    AlignOps is a rapidly growing technology provider that serves the construction industry.We are made up of individuals who share a common commitment to innovation, creativity, integrity, and deliver...Show moreLast updated: 15 hours ago
    • Promoted
    Customer Success Manager - Federal

    Customer Success Manager - Federal

    Legion Intelligence (Yurts AI)Ogden, UT, US
    Full-time
    Customer Success Manager - Federal.Let's be real, AI isn't magic; Legion was built to move beyond AI hypedelivering secure, reliable systems that work alongside the people tackling the world's most...Show moreLast updated: 1 day ago
    • Promoted
    Customer Success Manager - Enterprise

    Customer Success Manager - Enterprise

    FortiveOgden, UT, US
    Full-time
    ServiceChannel Customer Success Manager - Enterprise.We are seeking a Customer Success Manager to coordinate product adoption, light-training, advocacy, retention, etc. This role requires a strategi...Show moreLast updated: 1 day ago
    • Promoted
    Restaurant Delivery - Flexible Onboarding

    Restaurant Delivery - Flexible Onboarding

    DoorDashMorgan, UT, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 4 days ago
    • Promoted
    Drive with DoorDash - Flexible Schedule

    Drive with DoorDash - Flexible Schedule

    DoorDashMorgan, UT, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Customer Success Manager

    Customer Success Manager

    Compliancy GroupOgden, UT, US
    Full-time
    Imagine being a healthcare provider whose sole mission is to focus on delivering high-quality patient outcomes, but with the knowledge that you need to constantly document your compliance with key ...Show moreLast updated: 15 hours ago
    • Promoted
    • New!
    Client Success Manager (US Healthcare) | Permanent WFH

    Client Success Manager (US Healthcare) | Permanent WFH

    BizForceOgden, UT, US
    Remote
    Permanent
    Healthcare Client Success Manager.We are looking for a Healthcare Client Success Manager who is passionate about building strong client relationships, driving customer satisfaction, and ensuring lo...Show moreLast updated: 15 hours ago
    • Promoted
    Restaurant Delivery - Flexible Schedule

    Restaurant Delivery - Flexible Schedule

    DoorDashMorgan, UT, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 4 days ago
    • Promoted
    Associate Customer Success Manager

    Associate Customer Success Manager

    Owner.comOgden, UT, US
    Full-time
    Associate Customer Success Manager.Owner is the all-in-one platform that restaurants use to succeed online.Thousands of restaurant owners use our tools to build their website, drive online orders, ...Show moreLast updated: 1 day ago
    • Promoted
    Senior Customer Success ManagerRemote, US / EMEA

    Senior Customer Success ManagerRemote, US / EMEA

    AmplemarketOgden, UT, US
    Full-time
    Senior Customer Success Manager.Amplemarket's premise is that a lot of the playbooks used by B2B sales teams that worked five years ago don't cut it anymore. In today's environment, sales teams need...Show moreLast updated: 1 day ago
    • Promoted
    Senior Client Services Manager

    Senior Client Services Manager

    Rain the Growth AgencyOgden, UT, US
    Full-time
    Senior Client Services Manager.This is a senior-level, client-focused position responsible for leading major client relationships and driving growth at our fast-paced, results-oriented agency.In th...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Client Success Expert (Remote)

    Client Success Expert (Remote)

    InfuseOgden, UT, US
    Remote
    Full-time
    Client Success Expert (Remote).We will review your application against our job requirements.We may then invite you to submit a video interview for the review of the hiring manager.At this point, we...Show moreLast updated: 15 hours ago
    • Promoted
    Delivery Driver - Receive 100% of Customer Tips

    Delivery Driver - Receive 100% of Customer Tips

    DoorDashMorgan, UT, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 4 days ago