Client Success Manager

As a SMB Client Success Manager, you will be responsible for helping our clients be successful in achieving the expected outcomes from their Wealth.com solution. The Success team is the primary point of contact throughout the member lifecycle in a B2B2C customer model. To achieve business goals, the team must focus both on building strong relationships with our business members and on driving high adoption, engagement, expansion and retention. Responsible for maintaining and growing relationships with small to medium sized clients. This role is crucial in ensuring client satisfaction, driving revenue growth, and identifying opportunities for expansion and cross-selling. Ability to manage and execute relevant activities across multiple accounts throughout their contract lifecycle resulting in achievement of renewal targets within assigned customers. Assist in the development of Client Success Processes and Procedures while engaging across departments with (Marketing, Sales, and Product) to increase member advocacy. Facilitate frequent touchpoint meetings and communications with clients. Collaborate with multiple divisions and functions to coordinate the timeline of events and activities. Utilize CRM (Salesforce and ChurnZero) to keep track of key account data, activities, opportunities, and relevant notes.