Client Success Manager

About The Role

• [Business Division] is seeking a [position title] to [broad overview of the function of the role]. The [position title]will be responsible for [some indication of the significance of this function within the organization]. This section is a great opportunity to:
• • Describe the team within which the position sits and what the team offers to the business as a whole. Outline reporting structure if that is a key part of the role. 
  • Share a sense of the opportunity within the role (make it sound promising and fun!)
  • Give a sense of the kind of person who will excel at this role.

Core Responsibilities

• Implementation, Workflow Integration & Value Optimization
• • Own the complete client journey from day one, leading the end-to-end implementation and onboarding for Midmarket and Enterprise accounts to ensure rapid time-to-value, high initial adoption, and a forward-looking trajectory with clear strategic milestones.
  • Partner deeply with client teams post-onboarding to continually optimize their internal workflows, moving beyond basic setup to proactively consult on how they can deeply embed the platform into their daily operations.
• Relationship Management & Account Health
• • Build and maintain multi-threaded relationships within assigned accounts, working closely with daily power users while establishing strong rapport with key stakeholders.
  • Proactively monitor portfolio health, identifying churn risks early and independently executing targeted action plans to get accounts back on track.
  • Deliver tailored, data-driven executive updates and impact reports that clearly outline the operational and financial value the client is achieving.
• Solution-Oriented Escalation & Product Collaboration
• • Act as the primary owner for critical account issues and crises; independently formulate and propose/execute resolutions before seeking leadership alignment, rather than simply surfacing the problem.
  • Translate client feedback, pain points, and feature requests into actionable insights for the product team to help inform the roadmap.
• Retention & Growth
• • Maintain a high degree of personal ownership over Net Revenue Retention (NRR) targets, viewing portfolio performance and client retention as a direct reflection of your strategic impact.
  • Manage the renewal pipeline for your portfolio, leading commercial conversations and ensuring predictable net revenue retention.
  • Actively identify expansion and upsell opportunities based on account usage and evolving client needs, collaborating with Sales to close the deal.
• Client Advocacy & Content Support
• • Identify successful user stories within your portfolio and collaborate with marketing to develop case studies, testimonials, and client references.
  • Help create and refine client-facing resources, such as specialized guides, feature walkthroughs, or webinars, to scale client education.
• Team Collaboration & Process Improvement
• • Contribute to the continuous improvement of internal CS playbooks, onboarding materials, and documentation to help streamline team operations.
  • Provide guidance and informal mentorship to Client Success Specialists, sharing best practices on account management and risk mitigation.

Key Competencies

• 2–4+ years of experience in B2B SaaS Client Success, Account Management, or a related client-facing role.
• Proven experience managing a portfolio of Enterprise accounts with a focus on retention and account growth.
• Comfortable navigating commercial conversations, including discussing renewal terms, subscription options, and expansion opportunities.
• Strong professional presence with the ability to confidently present data, product updates, and value metrics to client stakeholders.
• Solid technical aptitude to deeply understand product functionality, troubleshoot workflows, and translate technical concepts for non-technical users.
• Analytical thinker who can look at usage metrics and account data to tell a compelling story about product value.
• Strong organizational skills with a proven ability to manage multiple complex projects and diverse stakeholders simultaneously to meet strict deadlines.
• Adaptable teammate who thrives in a fast-paced startup environment and is comfortable helping build processes as the company grows
• Proficiency with CRM platforms (Salesforce, HubSpot, etc.) and client management tools.

Preferred Qualifications

• Experience with land data, GIS, or real estate tech is a strong plus.
• Experience in a high-growth startup environment is also a plus (or at least a hearty appetite to work in one!)