Client Success Manager

Posted 2 Days Ago
Be an Early Applicant
Salt Lake City, UT, USA
In-Office
Mid level
HR Tech
The Role
Owns relationships with the company's largest clients, ensuring contract compliance, monitoring KPIs, leading strategy discussions, resolving issues, managing projects, mentoring others, and collaborating across teams to drive retention and program success. Requires client-facing strategic reviews and delivering technology-enabled solutions.
Summary Generated by Built In

O.C. Tanner is the global leader in software and services that improve workplace culture through meaningful employee experiences. Our Culture Cloud is a suite of apps designed to enhance the employee experience with strategic recognition, service awards, wellbeing, leadership, and events that help people thrive at work. Our Culture by Design approach provides expert services to organizations looking to create great workplaces.

Our global team of 1,500 people hail from 58 countries and speak 62 languages. As programmers, researchers, designers, client professionals and craftspeople we create the tech, tools and awards that connect employees to purpose at thousands of companies. Join us as we help people all over the world thrive at work.

O.C. Tanner is the global leader in software and services that improve workplace culture through meaningful employee experiences. Our Culture Cloud is a suite of apps designed to enhance the employee experience with strategic recognition, service awards, wellbeing, leadership, and events that help people thrive at work. Our Culture by Design approach provides expert services to organizations looking to create great workplaces.

Our global team of 1,500 people hail from 58 countries and speak 62 languages. As programmers, researchers, designers, client professionals and craftspeople we create the tech, tools and awards that connect employees to purpose at thousands of companies.

Hybrid Work Schedule-Monday through Wednesday in office, option to work remote Thursday & Friday.

Join us as we help people all over the world thrive at work. Here is where we need you most:

The Client Success Management team has been created and tasked with providing focused attention to O.C. Tanner's largest clients. CSMs (Client Success Manager) are experienced, highly skilled professionals whose primary responsibility is to align O.C. Tanner resources to reduce risk, solve issues, and deliver high-quality results to deliver a strategic solution while maintaining a positive relationship with the client.

Essential Duties and Responsibilities

  • Personally accountable for the relationship and success of our largest clients

  • Understand different business environments and the issues that affect individual clients

  • Ensure contract compliance and negotiate key contract terms and extensions.

  • Make key decisions about the management and success of a client's program to improve partnership and revenue

  • Monitor client KPI's and determine needed change to improve program success

  • Present ideas, strategies and solutions to mid-level and senior-level executives to influence decisions

  • Lead meaningful strategy discussions with the ability to clearly and concisely "tell the story"

  • Mentor, train and lead others in effective client service principles and best practices

  • Solve problems, create efficiencies, and suggest process improvements

  • Manage projects with discretion and sound judgement, skill, and efficiency

  • Collaborate with other roles and departments across the company

  • Gain extensive understanding of client solutions and recognition objectives, and partner with O.C. Tanner sales team to help achieve success

  • Manage the day-to-day relationship with main client contacts of our largest clients

  • Develop solid relationships with clients to allow long-term partnerships to flourish (retention)

  • Provide exceptional technology expertise

Requirements:

  • Bachelor's Degree

  • 3 years of experience in client success management and preference given to experience in managing SaaS accounts

  • Ability to multitask and process work quickly, efficiently, and accurately

  • In-depth knowledge of the systems and processes necessary for client management

  • Strong communication skills (email, phone, presentations)

  • Ability to work in a team atmosphere

  • Experienced project manager

  • Strong problem-solving skills

  • Ability to research complex issues and develop strategic solutions

  • Participate in continuous improvement (change)

  • Strong sense of pride and accountability to their jobs

  • Ability to adapt to change

  • Travel to client locations to conduct Client Strategic Reviews is required

Skills Required

  • Bachelor's Degree
  • 3 years of experience in client success management
  • Experience managing SaaS accounts
  • Ability to multitask and process work quickly, efficiently, and accurately
  • In-depth knowledge of the systems and processes necessary for client management
  • Strong communication skills (email, phone, presentations)
  • Ability to work in a team atmosphere
  • Experienced project manager
  • Strong problem-solving skills
  • Ability to research complex issues and develop strategic solutions
  • Participate in continuous improvement (change)
  • Strong sense of pride and accountability to their jobs
  • Ability to adapt to change
  • Travel to client locations to conduct Client Strategic Reviews

O.C. Tanner Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about O.C. Tanner and has not been reviewed or approved by O.C. Tanner.

  • Retirement Support Retirement contributions are positioned as market‑leading with strong employer matching, and the retirement program is frequently highlighted as a standout part of the total package.
  • Strong & Reliable Incentives Bonuses and profit‑sharing are established components of total compensation, with periodic and consistent payouts contributing meaningful value beyond base pay.
  • Healthcare Strength Multiple medical plan options and employer‑supported health resources, including onsite services, indicate robust healthcare coverage complemented by wellness incentives and advisory support.

O.C. Tanner Insights

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The Company
HQ: Salt Lake City, UT
1,300 Employees
Year Founded: 1927

What We Do

O.C. Tanner develops employee recognition strategies and rewards programs that help companies appreciate people who do great work. O.C. Tanner helps organizations inspire and appreciate great work. Thousands of clients globally use our cloud-based technology, tools, and awards to provide meaningful recognition for their employees. Learn more at www.octanner.com. ABOUT OUR PRODUCTS: Yearbook™ started a service award revolution. As the biggest innovation in service awards in 50 years, Yearbook has earned the right to be called a game-changer. Hundreds of thousands of recipients have loved the way Yearbook transforms service awards into unforgettable celebrations among friends at work. Check it out: http://www.octanner.com/products/celebrate-careers. Our popular Numeral™ awards capture career stages in trophies people love. Available in clear acrylic or metallic versions, Numerals can be customized to complement your brand or companion Yearbook. Explore awards: http://www.octanner.com/why-choose-us/awards-strategy When a person or team achieves outstanding results, big or small, it’s time to shine a spotlight on what they did and to reward their great work with an experience equal to their accomplishment. Our world-class performance recognition awards, programs, and fulfillment make it happen. Discover more about our performance and social platforms: http://www.octanner.com/products/performance-recognition Connect with us on... Twitter @octanner Facebook www.facebook.com/octannercompany Slideshare http://www.slideshare.net/octannercompany Instagram http://instagram.com/octannercompany YouTube http://www.youtube.com/user/octannercompany

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