Client Success Manager - California

Position OverviewClient Success Manager (CSM) is responsible for managing relationships with multiple clients in a variety of different industries and helping clients reach their goals using our software products.

The Client Success Manager is excited to help customers, attack new challenges, and improve our processes, while at the same time finding fulfillment from identifying new ways for our clients to create more value using our software.Position ResponsibilitiesEstablish, cultivate, and manage client relationships to understand client needs and goals.Manage the new client onboarding process to increase client speed-to-value.Work closely with various internal departments to ensure the delivery of an excellent customer experience, customer satisfaction, account renewal, and account growth.Identify and recommend opportunities to improve client and user experience.Regularly follow up on business review metrics with all assigned accounts and ensure the client is finding value in the system.Boost upsell revenue through product adoption and increase usage.Identify new sales opportunities with existing clients.Maintain contact with all assigned accounts.Assist with the development of knowledge base material for users of the system and become an expert in educating clients on the use and benefits of our products.Share best practices with team members to continuously enhance the quality, effectiveness, and efficiency of our processes.Support sales activities when required.Assist with customer service activities when required.Performs other related duties as assigned.Technical SkillsGoogle Suite: Docs, Sheets, Slides, Microsoft OfficeMicrosoft Office: Word, Excel, PowerpointVideo ConferencingRequired QualificationsExperience in managing seamless onboarding processes for new clients.Strong analytical skills to troubleshoot and resolve application issues.Ability to work independently with minimal supervision.Excellent organizational skills to manage multiple client relationships efficiently.Proficient in building customer relationships, addressing concerns, and identifying service needs.Strong written and verbal communication skills for effective client interactions.Exceptional time management skills to multitask and prioritize effectively.Solid planning and organizational skills for client success.Education and ExperienceBachelors degree from a four-year university, required3-5 years experience providing customer support or account management