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$62,500–$65,000/yr
US Unlimited PTO

  • Develop the agenda and consultative strategy for high-impact client Strategy Consult (QBR) meetings.
  • Build strong rapport and confidence with clients, becoming their trusted advisor on use of our products.
  • Analyze and present results and data to clients during Strategy Consult meetings.

Communication Problem Solving Analytical Skills Microsoft Office Google Workspace

20 jobs similar to Client Success Manager (Small Business)

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$115,747–$208,344/yr
US 4w PTO

  • Focus on maximizing client satisfaction and value by analyzing client data.
  • Develop and execute comprehensive strategies to improve client retention, engagement, and expansion.
  • Build relationships with client stakeholders, addressing concerns, and identifying potential upselling opportunities.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. They have a team of 23,300 people across 32 countries, and their corporate headquarters are in Dublin, Ireland.

US

  • Build strong, consultative relationships with employer clients.
  • Manage enrollment marketing and campaign planning efforts.
  • Prepare reporting and lead client meetings, ensuring client satisfaction.

They are focused on transforming mental health care through innovative solutions. The environment is collaborative, tight-knit, and culturally diverse.

North America

  • Develops trusted advisor relationships with key accounts and customer stakeholders.
  • Resolves, escalates, and manages the resolution of challenging client requests and/or complex account demands.
  • Assesses customer needs, identifies customer requirements, and develops cohesive plans that improve the customer’s adoption of the Fleetworthy program.

Fleetworthy offers a technology suite for fleet readiness, uniting safety and compliance, toll management, and weigh station bypass solutions. They are trusted by 75% of the top fleets in North America and are recognized across the industry for innovation and leadership.

$85,000–$125,000/yr
US

  • Build strong, consultative relationships with employer clients to become a trusted partner and advisor.
  • Manage enrollment marketing and campaign planning efforts to generate awareness of our programs.
  • Analyze, interpret, and present program engagement and outcome metrics to demonstrate value.

Big Health's mission is to help millions back to good mental health by providing fully digital, non-drug options for the most common mental health conditions. They've pioneered the first at-scale digital therapeutic business model in partnership with some of the most prominent global healthcare organizations.

$60,000–$75,000/yr
US

  • Manage day-to-day client success KPIs within assigned client base.
  • Participate in client onboarding and ensure smooth adoption.
  • Monitor performance metrics and provide actionable insights to leadership.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

APAC

  • Collaborate with Customer Success Managers, Sales, and Renewals to increase market share within our existing account base.
  • Assist CSMs in preparing for strategic customer meetings through the creation of detailed reports and impactful presentations.
  • Coordinate internally to resolve complex customer questions, requests, and escalations across the APAC customer portfolio, reporting resolutions back to relevant CSMs.

Instructure creates intuitive products that simplify learning and personal development, facilitate meaningful relationships, and inspire people to go further in their education and careers. They give smart, creative, passionate people opportunities to create awesome, believing in the power of people to grow and succeed throughout their lives.

US

  • Build relationships with clients and serve as their advocate by becoming a trusted adviser.
  • Understand the client's strategic goals and business challenges, and map RainFocus features and associated business benefits to address needs and demonstrate value.
  • Monitor and facilitate the client’s adoption of RainFocus product features and functions in relation to the client's overall business needs.

RainFocus is a software company that provides a platform for managing in-person, virtual, and hybrid events for Fortune 500 companies. They are well-funded, growing fast, and building a company that is changing the market.

$80,000–$130,000/yr
US 3w PTO

  • Manage current clients and new business development/sales.
  • Prospect and develop relationships with new clients.
  • Negotiate annual and individual pricing contracts and agreements.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.

US

  • Be the face of Insider One to our clients and the bridge between their needs and our technology.
  • Help clients understand their needs and ensure they utilize our technology to its fullest.
  • Develop and maintain key account plans to boost the value we provide to our client's organization.

Insider One is a platform that delivers marketing and customer engagement solutions. They have 1,500+ team members across 30+ offices and are backed by investors like Sequoia Capital and trusted by 2000+ customers including Samsung and Nike.

US

  • Serve as the primary post-sales point of contact for a variety of small business customers
  • Develop a deep understanding of each customer's business objectives and industry challenges.
  • Act as a customer advocate within the company, relaying feedback to the product and engineering teams to drive continuous improvement.

Podium brings AI Employees to local businesses that turn every conversation into revenue. Trusted by 60,000+ businesses, they capture and convert leads 24/7. They have been recognized as the Best AI Implementation by Inc. Magazine.

$70,000–$80,000/yr
US Unlimited PTO

  • Deliver exceptional client satisfaction while supporting annual contract renewals.
  • Ensure all contractual commitments are fulfilled.
  • Act as primary relationship owner throughout client lifecycle.

Personify Health created a personalized health platform, bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together. Their team empowers people to lead healthier lives through data-driven solutions that reduce costs while improving health outcomes.

$100,000–$110,000/yr
US Unlimited PTO

  • Lead a designated book of business aligned to HealthJoy’s most strategic broker partners.
  • Be a key driver of HealthJoy’s revenue goals through proactive account management, strategic expansion, and world-class retention efforts.
  • Build strong, consultative relationships across all levels of a customer organization, from day-to-day champions to C-Suite stakeholders.

HealthJoy guides employees to affordable, high-quality healthcare by consolidating clients’ health and wellness strategies into the HealthJoy Benefits OS, a simple, unified digital experience, leading to healthier employees and a healthier bottom line. With over $100M in fundraising to date, HealthJoy has garnered workplace awards and grown globally to over 300 team members.

US Unlimited PTO

  • Manage a portfolio of ~40 Enterprise customer accounts.
  • Cultivate senior-level relationships with the customer base.
  • Analyze user engagement data to provide actionable insights.

Jobgether is a platform that uses AI to match job applicants with potential employers. They appear to have a modern culture, utilizing AI, and value flexible time off and recognition.

US Unlimited PTO

  • Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless experience.
  • Act as a trusted day-to-day contact, helping clients navigate questions and get the most out of the product.
  • Use data and insights to spot trends, identify opportunities, and support account growth strategies.

Addition Wealth aims to redefine financial health by making personalized financial expertise accessible. They empower individuals with digital tools and access to financial professionals, backed by top fintech VCs and recognized globally.

US

  • Translate sales strategies into actionable steps.
  • Oversee the structure and execution of pipeline reviews.
  • Monitor and report client calling activities and pipeline status.

City National Bank of Florida is an equal opportunity employer. They are committed to providing equal employment opportunities to all applicants and do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law.

US

  • Help manage and provide technical guidance for implementing new client websites.
  • Respond to client inquiries regarding bswift products, leveraging research to resolve issues.
  • Drive continuous process improvements and efficiencies.

Bswift transforms benefits administration, making it simpler, smarter, and more human. They serve thousands of companies and millions of people nationwide. Bswift reduces administrative burdens and frees HR teams to focus on creating thriving, people-first workplaces and they have been regularly named one of Chicago’s Best and Brightest Companies to Work For.

$60,000–$70,000/yr
US 4w PTO

  • Identify, engage, and close new small business opportunities to exceed monthly sales quotas
  • Become an expert in EasyLlama’s suite of products to effectively position customer value and key benefits
  • Own the sales process end-to-end from prospecting to proposal creation and closing

EasyLlama transforms HR compliance by reinventing training solutions for the mobile-first generation, focusing on creating safer and inclusive workplaces. They have over 5,000 clients and are known for their engaging, mobile-friendly platform and strong culture of collaboration and innovation.

$32,240–$137,409/yr
US

  • Manage live inbound calls and scheduled appointments using a consultative approach.
  • Build trust quickly and guide clients through our enrollment process.
  • Meet and exceed daily, weekly, and monthly performance goals.

TurboDebt helps people regain control of their finances and build a path toward a debt-free future. They are a top-rated debt relief organization with over 300 team members across the country, providing customized repayment solutions and expert guidance to their clients.

$104,500–$121,500/yr
US

  • Serve as the main point of contact for clients, owning the relationship from start to finish with the goal of client growth and retention.
  • Educate clients on how native advertising and the Nativo platform can contribute to campaign success and overall digital strategy.
  • Manage the campaign-launch process, work cross-functionally to deliver custom solutions, and present post-campaign reports with actionable insights.

Life360's mission is to keep people close to the ones they love through their mobile app and Tile tracking devices, empowering members to protect people, pets and things. They serve approximately 96 million monthly active users across more than 180 countries with over 500 remote-first employees and have recently announced the acquisition of Nativo.

$100,800–$157,500/yr
US

  • Manage client relationships accounts up to $2-4MM in volume revenue and develop the team service strategy.
  • Independently prepare for, plan and conduct client meetings, and manage preparation of new business RFP’s.
  • Provide strategic management new and renewal business risk identification and program design, and perform thorough contract reviews for clients.

Newfront, a WTW company, is committed to providing risk management guidance to companies primarily engaged in the Financial Institution and Fintech industry segments. They are a fast-growing group that promotes from within and provides professional development opportunities for their team.