Client Success Manager

Job description

A Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position manages a defined book of business aligned by customer segment within a geography and is accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales. What does a great Client Success Manager do? A great Client Success Manager builds trusted, long-term partnerships with clients, ensures day-to-day operational excellence, protects recurring revenue, and grows InvestCloud’s footprint within each account by aligning our solutions to client business outcomes. How you will provide meaningful contributions: Make the client happy - Drive relationship governance to ensure we are making clients happy at a personal level: - Connect with the primary business sponsor on a weekly basis while in delivery and monthly when not in delivery. - Maintain an up-to-date relationship power map across key stakeholders. - When sp...