Role Overview
The Client Success Manager is responsible for developing customer relationships that promote growth and retention. The job is to work closely with customers to ensure they are satisfied with the services they receive and to improve upon areas of dissatisfaction.
What You Will Do
Proactively identify and escalate opportunities for growth and clients at risk, conduct regular check-ins and quarterly business reviews with assigned clients, and provide actionable insight and data analysis to provide value for our customers.
Why It Might Be a Fit
To be successful, the CSM must have an in-depth knowledge of company products, services, partner integrations, client business practices, and possess effective communication skills with a genuine desire to understand the client’s business and provide value through actionable insights.
Requirements
- Experience with Salesforce, ZenDesk, or other comparable CRMs and support ticketing systems.
- Proven ability to work in a fast-paced, team-centered work environment.
- Prior experience in SAAS, real estate, or proptech.
- Technical aptitude and ability to identify alternative solutions to customer issues.
- Ability to handle multiple, critical, high-priority issues with a sense of urgency.
- Proficiency with Google Suite Products.
- Excellent communication—verbal, written, interpersonal with strong active listening skills.
- Ability to demonstrate effective problem-solving skills and strong client orientation.
- Detail-oriented and dependable, with a positive and inquisitive attitude.
- Ability to multitask, prioritize, and collaborate cross-functionally.
- Exhibit a high degree of self-motivation, drive, and a proactive nature.
- A track record of providing excellent customer advocacy.
Benefits
- 75% monthly medical, dental, vision, disability, and life insurance premium coverage via Anthem Blue Cross with 2 HMO options (where available) and 2 PPO options.
- FSA, STD, LTD, and other voluntary plans available.
- 401k with 3% Rently match
- Paid time off
- Sick time off
- Partial gym membership reimbursement
- Partial pet insurance reimbursement
- Career growth opportunities
- Professional development opportunities
- Work related travel opportunities (dependent on role)
- Company gatherings & team events
To apply for this job please visit recruiting.paylocity.com.

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