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US

  • Deliver a proactive client management strategy to encourage growth and retention with merchant partners.
  • Identify and execute upsell and cross-sell opportunities across a broad portfolio to enhance client value.
  • Provide prompt support, conduct regular performance reviews, and collaborate internally to align client goals.

Account Management Communication CRM Google Suite

20 jobs similar to Client Success Specialist II

Jobs ranked by similarity.

US

  • Set the vision and strategy for Account Management across complex enterprise accounts, aligning team priorities with company and commercial goals.
  • Lead and develop a high-performing organization, driving accountability, strategic alignment, and scalable execution across the portfolio.
  • Build trusted relationships with executive stakeholders and influence broader commercial strategy through insights from strategic partnerships.

Affirm is reinventing credit to make it more honest and friendly, giving consumers flexibility to buy now and pay later without hidden fees or compounding interest. It is a remote-first fintech company with a focus on people-first culture and competitive benefits.

Canada

  • Own and grow a portfolio of existing customers, identifying opportunities to expand adoption of Versapay's payments and AR automation solutions.
  • Partner closely with Customer Success Managers to develop coordinated account strategies and execute strategic account plans that drive customer outcomes and revenue growth.
  • Engage finance, accounting, and IT executives to understand their priorities and transformation goals, positioning Versapay as a critical partner in increasing efficiency and accelerating cash flow.

Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments, connecting finance teams, customers, and business systems in one ecosystem. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually, fostering a culture of innovation and collaboration.

US 3w PTO

  • Manage an assigned portfolio of Fintech clients and build long-term strategic partnerships.
  • Align Experian capabilities to client objectives and deliver measurable business value.
  • Identify opportunities to improve growth, risk management, fraud prevention, customer acquisition, and operational efficiency.

Experian is a global data and technology company that powers opportunities for people and businesses worldwide. With a team of 23,300 people across 32 countries, we foster a culture of innovation, diversity, and work-life balance.

US

  • Manage client lifecycle across enterprise accounts with a focus on retention and churn reduction.
  • Realize value by helping clients measure ROI and align with their internal success metrics.
  • Lead strategic client meetings and coordinate cross-functional teams to ensure unified value delivery.

Bazaarvoice creates smart shopping experiences by connecting brands and retailers with billions of consumers through user-generated content. Founded in 2005, we are headquartered in Austin, Texas with offices globally and have been recognized as a Great Place to Work in multiple countries.

US

  • Lead, coach, and develop a team of client specialists to drive performance and client satisfaction.
  • Champion excellent client experience and build loyalty through strategic resolutions.
  • Analyze data and present performance updates to leadership.

The company specializes in debt settlement services. The culture emphasizes professionalism, empowerment, and continuous improvement, with a team of client specialists.

US

  • Drive new client acquisition and account growth within the Financial Services sector.
  • Identify and engage new business opportunities using lead generation and consultative sales.
  • Build and maintain strong pipelines while managing key client relationships for growth.

Brilliant is an innovative branded products and corporate gifting company that curates, produces, and distributes memorable merchandise and custom products. Our team of retail trend experts, designers, and engineers work together to produce impactful products that bring brands to life, offering services like concepting, sourcing, design, and fulfillment.

Mexico

  • Manage customer relationships to retain revenue and generate additional revenue through strategic account planning.
  • Develop a strong pipeline and achieve annual sales and revenue retention targets by negotiating renewals and expansions.
  • Conduct quarterly value-based reviews with top customers and collaborate with internal teams to ensure a world-class customer experience.

Mitratech builds world-class products that simplify operations in Legal, Risk, Compliance, and HR functions for Fortune 100 companies. They are a close-knit, globally dispersed team with a diverse and inclusive culture centered around great people practices and learning opportunities.

UK 5w PTO

  • Serve as the primary relationship owner for a portfolio of strategic accounts, leading onboarding, business reviews, renewals, and growth opportunities.
  • Coach and mentor less experienced Client Success Managers to elevate team capabilities and execution.
  • Collaborate cross-functionally with Sales, Legal, Product, and Support to deliver measurable client success and long-term value.

Rithum is the world's most trusted commerce network, accelerating how brands, suppliers, and retailers work together to deliver seamless e-commerce experiences. Today, more than 40,000 companies trust Rithum to grow their business, representing over $50 billion in annual GMV, and the company offers a remote-first culture with comprehensive benefits.

Canada

  • Manage a large portfolio of customers, driving retention, product adoption, and satisfaction through proactive engagement and data-driven insights.
  • Serve as a trusted advisor, developing scalable playbooks and programs to help customers achieve their goals and maximize ROI.
  • Collaborate cross-functionally with Sales, Product, and Support to champion the voice of the customer and manage renewals.

Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. With over 10,000 customers and processing over 110M transactions annually, we are a growing company that values diversity and innovation.

US

  • Build strong client relationships by understanding their goals and guiding gifting initiatives from concept to execution.
  • Consistently meet or exceed revenue and margin goals while managing a diverse portfolio of clients.
  • Serve as the primary liaison between clients and internal teams to ensure smooth communication and project success.

Brilliant is an innovative branded products and corporate gifting company that curates, produces, and distributes memorable branded merchandise and custom products. With a focus on creativity and technology, the company serves top brands and supports thousands of personalized gifting experiences annually.

US

  • Own the full renewal cycle for a 100+ account book, driving price increases and minimizing revenue leakage.
  • Identify upsell and cross-sell opportunities within the OneCX platform, and build account expansion plans.
  • Maintain deep stakeholder relationships, conduct business reviews, and keep CRM data accurate.

FMSI provides a white-glove SaaS platform for financial institutions to manage appointments, lobby traffic, staff scheduling, and branch analytics. Over 150 community financial institutions rely on them, and they are growing their revenue team to deliver greater value.

US

  • Own and grow a book of existing high-value customer accounts, building strong relationships and driving retention.
  • Hit ambitious monthly revenue, unit, retention, and activity goals through consistent outbound outreach and pipeline management.
  • Lead discovery conversations with administrators to uncover needs, identify expansion opportunities, and close revenue.

Brightwheel provides a modern technology platform for early education, serving millions of educators and families daily. The company is a three-time Cloud 100 company backed by top investors and has a distributed, customer-focused team across all US time zones.

US 4w PTO

  • Manage a broad portfolio of eCommerce merchants using AI tooling to amplify your reach and sharpen your focus.
  • Prioritize outreach based on churn risk, booking consultations to protect retention and unlock cross-sell opportunities.
  • Drive one-to-many engagement through webinars, roundtables, and lifecycle campaigns to boost product adoption.

Clearer.io reimagines eCommerce by enhancing search, discovery, and customer engagement through a suite of innovative apps. Our global team empowers eCommerce brands to accelerate growth, fostering a culture of collaboration, creativity, and transformation.

Australia New Zealand

  • Ensure clients achieve their desired outcomes with the product, from implementation to ongoing success.
  • Manage client relationships as the primary point of contact for day-to-day queries and project coordination.
  • Drive client satisfaction, engagement, and growth through proactive communication and identifying upsell opportunities.

VivaCity builds AI-powered sensors and analytics to give cities a network-wide understanding of transport movements, supporting safer streets and sustainable transport. It is a 60-person AI scale-up with a presence in the UK, North America, and APAC, and a collaborative culture focused on actionable insight.

United States

  • Manage a portfolio of SMB and Mid-Market clients as their trusted advisor throughout the client lifecycle.
  • Build strong relationships, monitor client health, and proactively drive engagement and renewals.
  • Collaborate cross-functionally with Sales, Product, and Marketing to share client insights and improve offerings.

Headspace provides every person access to lifelong mental health support through evidence-based content, clinical care, and innovative technology. The company has a collaborative, inclusive culture grounded in values like making the mission matter and owning the outcome.

United States

  • Independently manage a portfolio of paid media clients with campaign execution across Google, Meta, and Microsoft Ads.
  • Serve as primary client contact, building trust and identifying growth opportunities for retention and upsell.
  • Provide mentorship to junior team members and contribute to internal projects and process improvements.

Point Success is a Google Premier Partner specializing in AI-driven media and direct revenue impact for franchise and mid-market brands. They manage digital advertising for over 500 service-based businesses and are a preferred partner for more than 10 franchise networks and a member of the SmartBug Media Family.

US

  • Lead and coach a high-performing team of Account Managers to drive client retention and growth.
  • Drive consultative sales strategies, including renewals, upsells, and cross-sells to deliver measurable business outcomes.
  • Use data and analytics to guide account strategy, monitor client health, and inform strategic decisions.

Lightcast is a global leader in labor market insights, working with partners across six continents to drive economic prosperity and mobility. They are an equal opportunity employer with offices in the US, UK, Europe, and India, committed to diversity and inclusion.

US 12w maternity 2w paternity

  • Deliver responsive, high-touch service to drive renewals and grow partnerships across print and digital platforms.
  • Provide white-glove support for clients and Area Directors, ensuring smooth communication and accurate campaign setup.
  • Manage client accounts, identify upsell opportunities, and prevent churn by proactively addressing issues.

The N2 Company is America’s leading publisher of community magazines, reaching millions of readers. They provide supportive and fulfilling remote work opportunities for their team.

Global

  • Retain and grow client relationships by monitoring satisfaction, identifying upsell opportunities, and ensuring renewals through demonstrated ROI.
  • Guide new clients through successful onboarding and implementation, tailoring strategies to meet their unique needs.
  • Serve as the primary point of contact for a portfolio of clients, fostering long-term relationships and driving product adoption.

DeepJudge is the intelligence layer for legal work, providing enterprise search and AI infrastructure to unlock institutional knowledge for legal teams. Backed by a $42.2M Series A led by Felicis with support from Coatue, the company is headquartered in Switzerland with a growing team across North America and Europe, trusted by leading law firms and Fortune 500 teams.

Canada 3w PTO

  • Lead, support, and manage a team of 3 Account Managers while building and improving the account management and customer success department.
  • Own renewal performance across assigned accounts, drive expansion opportunities, and build repeatable processes for renewals and upsells.
  • Manage key client relationships, act as a senior point of contact for strategic accounts, and lead regular check-ins, renewals, and QBRs.

FabStation is a software company specializing in augmented reality products that leverage BIM models for the manufacturing industry, helping steel fabricators reduce errors and improve efficiency. They are a growing company with a remote team based in Victoria and Kelowna, BC, and are seeking a customer-facing leader to scale their account management function.