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US 4w PTO

  • Build client relationships by supporting and owning relationships with a portfolio of clients.
  • Support client performance by helping track and share client performance.
  • Manage requests and support by responding to client questions and requests in a timely manner.

Fintech SaaS

20 jobs similar to Client Success Manager

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$120,000–$150,000/yr
US

  • Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process within SMB/Consumer clients
  • Identify opportunities to adjust client processes to maximize Ocrolus footprint
  • Communicate client needs, demands and goals to our internal teams

Ocrolus is on a mission to help lenders automate workflows. Ocrolus' AI workflow and analytics platform for lenders is trusted at scale, processing nearly one million credit applications every month.

US

  • Own the Client Relationship: Manage accounts and build strong relationships with stakeholders.
  • Ensure Successful Implementation & Adoption: Partner with Implementation to drive smooth onboarding.
  • Drive Performance & Outcomes: Monitor usage and performance metrics and improve client results.

Ascertain is building AI agents to automate the administrative work that burdens care teams and is saving hundreds of staff hours every week. They are backed by Northwell Health and Deerfield Management and are on a mission to restore time, trust, and focus to the people who keep healthcare running.

$52,000–$55,000/yr
US 2w maternity

  • Build and grow strong client relationships by delivering excellent service.\n- Serve as the primary point of contact for clients and Area Directors.\n- Drive client retention and growth by renewing partnerships.

The N2 Company is America’s leading publisher of community magazines. They provide supportive and fulfilling remote work opportunities for their people and foster an emotionally healthy, collaborative environment where people genuinely enjoy working together.

Global

  • Support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
  • Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform.
  • Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.

TermGrid is rewriting the rules of private capital markets by building the category-defining operating system for deal professionals. They are the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage their financing workflows.

$55,000–$95,000/yr
US 3w PTO

  • Be the primary liaison between clients and our teams (Operations, Legal, Compliance, Finance, Project Management, Client Success).
  • Be the lead for client strategic programs, ensuring the smooth execution of Experian-supported projects.
  • Represent the voice of the client internally, advocating for their needs and driving resolution of issues.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company, they have a team of 22,500 people across 32 countries, with corporate headquarters in Dublin, Ireland.

Global Unlimited PTO

  • Develop and execute a comprehensive customer success strategy that aligns with the company's overall business objectives.
  • Lead the Customer Success department and technical support teams
  • Drive customer retention and growth while ensuring a seamless and positive customer experience.

Xapo Bank is committed to changing the way things are done within the financial sector. They are a fully distributed team of over 130 employees working remotely from 30+ countries around the world, striving to provide economic freedom and wealth protection globally.

LATAM

  • Build and maintain strong, long-lasting client relationships
  • Ensure the timely and successful delivery of our solutions according to client needs and objectives
  • Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders

Infuse is dedicated to delivering exceptional client experiences. They have a reputation as a beloved employer by prioritizing employee satisfaction and creating a workplace where everyone feels valued and connected.

  • Provide a exceptional experience to your assigned accounts’ key stakeholders
  • Foster long term customer relationships that grow loyalty to WorkOS and WorkOS products
  • Work cross-functionally both internally and within your user’s organizations to provide and implement operational solutions

WorkOS builds modern developer tools and APIs that make it easy for companies to become Enterprise Ready. They recently raised a $100M Series C, valuing the company at $2B, and power enterprise features for many of the fastest-growing AI companies.

$95,000–$110,000/yr
US Unlimited PTO 12w maternity

  • Lead ongoing client relationships at the campaign level, providing proactive communication.
  • Maintain and update campaign project plans in Asana across all active accounts.
  • Drive structured launch readiness reviews ensuring each parallel phase has clear owners and deadlines before kickoff.

Impiricus is the first and only AI-powered HCP Engagement Engine created to transform how life sciences companies support physicians. In 2025, Deloitte named Impiricus the #1 fastest growing company in North America. Founded by a practicing physician and a senior pharmaceutical executive, Impiricus ethically connect HCPs to pharma resources and reduce go-to-market costs.

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.

Global

  • You will own the client relationship on Swans engagements end-to-end.
  • You will earn the trust of founders and senior leadership, translating what our Legal Engineers build into undeniable business value.
  • You will drive results that speak for themselves.

Swans is the operational architect for the fastest growing personal injury firms in the US. They are an international team, planning to grow their core foundational team deliberately and building a robust culture with no ceiling for future opportunities as they scale.

Global

  • Serve as part of a shared team, supporting a portfolio of low-touch/tech-touch clients.
  • Own the resolution of client-reported satisfaction issues from identification to closure.
  • Tracking client usage metrics, health scores, and feature adoption with dashboards.

TTEC Digital coaches clients to ensure their employees feel valued and fully supported, because they believe an amazing customer experience is an employee first process. Their vision is to create a place where employees know they can thrive.

$55,000–$95,000/yr
US 3w PTO

  • Manage existing customer relationships to increase adoption, use and growth of Experian's product's and services.
  • Daily supporting of client's strategic plans to ensure execution of relevant Experian-supported projects.
  • Educate clients on the latest Experian products and services relevant to customer-focused feedback and shared industry insight.

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.

$90,000–$130,000/yr
US

  • Act as the main point of contact for clients, fostering strong relationships and understanding their business objectives.
  • Oversee project timelines, deliverables, and resource allocation to ensure seamless execution.
  • Analyze workflows and identify inefficiencies to enhance operational effectiveness.

Medallion has built a leading provider operations platform to eliminate the administrative bottlenecks that slow healthcare organizations down. They are ranked No. 3 on Inc. Magazine’s 2024 Fastest-Growing Private Companies in the Pacific Region, No. 5 on LinkedIn's 2024 Top Startups in the US, and a Glassdoor Best Place to Work in 2024 & 2025.

$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.

$40–$40/hr
US

  • Act as the primary day-to-day contact for clients, ensuring effective communication and understanding of client needs.
  • Translate client requirements into actionable plans and provide timely responses with clearly outlined next steps for clients and internal teams.
  • Manage scope of work to ensure proper tracking and delivery of all project deliverables.

HelloKindred specializes in staffing marketing, creative, and technology roles, offering talent solutions that can be delivered on-site, remotely, or hybrid. They aim to make work accessible and improve lives by connecting talent to flexible opportunities with trusted brands.

$100,000–$170,000/yr
US 3w PTO

  • Develop trusted, executive‑level relationships by understanding each client's strategy, products, and operational needs.
  • Manage renewal strategy and execution with a focus on revenue protection and expansion.
  • Deliver accurate revenue forecasting through rigorous analysis, structured planning, and disciplined opportunity management.

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 and corporate headquarters are in Dublin, Ireland.

US

  • Develop relationships with client by researching and understanding business needs.
  • Support the renewal of existing business with the Client Development Executive.
  • Maintain and expand relationships within client network across various buyer personas

Experian is a global data and technology company, powering opportunities for people and businesses around the world. They have a team of 22,500 people across 32 countries, and their corporate headquarters are in Dublin, Ireland.

$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.

$75,000–$85,000/yr
Europe

  • Build and maintain long term client relationships through excellent customer service.
  • Manage the gathering and organization of client-provided campaign assets for smooth and timely deployment.
  • Advise clients on campaign strategy and best practices.

Brave is on a mission to protect the human right to privacy online. They've built a free web browser and a private search engine. Brave is a hyper-growth company with a welcoming, humble, and ridiculously smart team, and a truly flat org structure. They have over 50 million users.