Client Success Manager

Expected Results

• Maintain client data records to ensure high-quality, reliable information from business development pipeline through project closeout
• Administration of client account and project document processes (e.g., Master Service Agreements, Statements of Work, Non-reliance Letters, etc.) yielding consistent, timely execution
• Coordinating early-stage client engagement logistics both internally and externally – including setting up proposal reviews, scheduling meetings to refine scoping, verifying staffing readiness, and calendaring pre-kickoff meetings – enabling a successful project launch
• Reviewing opportunities in the business development pipeline to ensure they are set up for success upon closing (e.g., appropriate documentation underway, staffing needs understood, etc.)
• Provide general administrative support critical to client-facing leadership (generating reporting / analytics regarding projects and accounts, collaborating across internal teams to drive process execution, engaging in general internal and external correspondence / calendaring, etc.) to promote client relations success
• Other responsibilities as assigned by Management

Requirements

• Minimum of 3 years of client operations experience or in a sales support role
• BA / BS in related field
• Familiarity with CRM systems (SalesForce and HubSpot preferred) with the ability to create reports and extract data as needed
• Proficiency in Microsoft office products such as Word, Excel, SharePoint, and PowerPoint
• Strong analytical, organizational, and time management skills with an eye for detail
• Solid data analysis and data cleansing skills
• Excellent teamwork, interpersonal, communication, and customer service skills
• Ability to manage multiple priorities and deadlines