Position Summary:As a Client Success Manager, you will own the end-to-end implementation lifecycle for enterprise clients from contract handoff through configuration, training, launch, and transition to long-term support.This is a highly visible, client-facing role requiring strong project management leadership, exceptional communication skills, and the ability to manage complex, multi-stakeholder implementations. You will serve as the primary delivery owner, ensuring projects launch on time, within scope, and with a best-in-class customer experience.You will regularly present and demonstrate the Anchor Operating System to both technical and non-technical audiences, manage project timelines and risks, and act as the strategic liaison between clients, sales, product, and support teams.
Duties and Responsibilities:Project & Implementation Leadership
Own and manage the full implementation lifecycle across multiple concurrent enterprise projects.Establish and track client progress through defined implementation milestones.Organize and lead all client implementation meetings, including formal kickoff sessions.Build and maintain detailed project plans, timelines, and deliverables.Provide weekly status reporting to clients and internal stakeholders, including risks, blockers, and launch readiness.Ensure schedule adherence and proactively manage scope, dependencies, and resource constraints.Travel Requirements: Travel will be 50% of time
Client Success & Stakeholder Management
Act as the primary point of contact for clients throughout onboarding and launch.Maintain a strong customer-centric mindset focused on long-term satisfaction and retention.Coordinate communication cadence with clients and ensure a smooth transition to Support post-launch.Serve as the liaison between Sales, Product, Engineering, and Support teams.Identify and resolve client issues, including root cause analysis and corrective action.
Product & Training Enablement
Configure client-specific system settings, templates, and workflows.Lead all client training sessions across departments and user roles.Provide on-site support during go-live and major launches.Demonstrate software capabilities to executive, operational, and technical audiences.Track KPIs and implementation metrics to continuously improve delivery processes.Identify upsell opportunities and introduce additional product features during onboarding.
Continuous Improvement & Internal Impact
Maintain deep working knowledge of the Anchor Operating System and new releases.Translate customer feedback into actionable internal product recommendations.Develop and maintain implementation documentation, reports, and dashboards.Contribute to refining internal implementation frameworks and best practices.
Requirements & Qualifications:Core Requirements
Bachelor's degree in Business, Information Systems, Project Management, or related field - or equivalent professional experience (PMP or similar certification preferred).3+ years of experience in Project Management, Implementation Management, or Client Success roles. Demonstrated experience delivering complex SaaS or enterprise software
implementations.
Strong proficiency with project management tools and platforms such as JIRA, Confluence, Salesforce, or similar.Project Management ExcellenceProven ability to manage multiple high-impact projects simultaneously.Strong experience working within formal project management frameworks.Exceptional organizational and prioritization skills.Track record of delivering projects on time, within scope, and with high customer satisfaction.
Communication & Leadership
Outstanding verbal, written, and presentation skills.Confident communicator with the ability to engage both executive and technical audiences.Strong facilitation skills for meetings, workshops, and training sessions.Ability to translate complex technical concepts into clear business outcomes.
Technical & Analytical Skills
Experience with SaaS platforms, POS systems, e-commerce, or web-based applications.Strong analytical and problem-solving skills.Ability to build reports and dashboards for executive-level insights.Comfortable working with system configurations and operational workflows.
Personal Attributes
Highly proactive, self-directed, and accountable.Comfortable operating in a fast-paced, high-growth environment.Strong attention to detail with a process-oriented mindset.Collaborative team player with the ability to lead independently.Adaptable to changing client needs and market conditions.
| Location | pismo beach, CA |