Client Success Manager

What you'll do

• Maintain excellent professional relationships with clients and be actively involved in providing a positive customer service
• Formulate long term client partnerships that deliver both financial and operational benefits for both organizations
• Lead recurring client meetings and ensure that all follow-up items are addressed
• Effectively interact with clients on regular and ad hoc basis
• Build and develop revenue streams within our existing client base
• Collaborate with other departments to resolve service delivery issues impacting contractual obligations
• Maintain a detailed understanding of how products are configured for clients and understand cross-service system logic and functionality
• Serve as primary point of contact for all client communication and oversight; own overall client satisfaction and proactively identify opportunities and work with management to optimize, retain and upsell business
• Understand and maintain client health with respect to AR balance, account reconciliation, overdue revenue recovery, and invoice accuracy
• Effectively communicate in a fast-paced, team-oriented environment with shifting priorities introduced through many mediums
• Efficiently manage time and deadlines while balancing multiple priorities internally and externally
• Oversee project campaign execution to ensure all requirements are met; document and measure project progress and communicate effectively both internally and externally
• Review and approve the release of software changes and participate in UAT testing
• Educate and guide new and existing clients on industry best practices
• Onboard new clients or new products and proactively address areas where improvement is needed
• Monitor and analyze client performance, recognize anomalies and raise awareness to management
• Think critically, develop potential solutions, and effectively communicate to impacted parties
• Very strong working knowledge of entire Microsoft Office suite (Word, Excel, PowerPoint, Outlook)
• Review and deliver monthly settlement files and reporting to the client

What we're looking for

• Bachelor's degree preferred, or an equivalent combination of education, training and experience is required.
• 3-5 years' experience in a customer-facing environment, account management or similar role.
• Must be detail-oriented with the ability to multi-task in a fast-paced environment.
• Excellent written and verbal communication skills are required.
• Very strong working knowledge of entire Microsoft Office suite (Word, Excel, PowerPoint, Outlook).
• Experienced in compiling, documenting, and communicating client requirements to internal stakeholders.
• Thrives in a dynamic, fast-paced, high-growth work environment.
• Excellent organizational, analytical and negotiation skills.
• Excellent problem solver; ability to define problems, collect data, establish facts and draw valid conclusions.