Client Success Manager
Location: Remote (U.S.)
Employment Type: Full-Time
Reports to: Sr. Client Success Manager
Position Overview
The Client Success Manager plays a critical role in supporting and retaining our clients by ensuring they receive maximum value from our products and services. This position was created to strengthen client relationships, enhance engagement, seek out expansion opportunities, and minimize churn.
The ideal candidate will leverage a strong background in SaaS and enterprise technology solutions to deliver successful client onboarding, training, and ongoing support. While not a sales role, the Client Success Manager is responsible for identifying opportunities for account growth and ensuring clients remain fully informed and satisfied with our suite of software & services.
Key Responsibilities
Client Onboarding and Relationship Management
- Partner with Account Executives and Account Managers to guide clients through the implementation and adoption process.
- Establish and maintain trusted relationships with key stakeholders within client organizations.
- Evaluate and understand client business goals to ensure product alignment and long-term success.
Client Support and Retention
- Provide proactive client support, addressing inquiries, troubleshooting issues, and ensuring prompt resolution.
- Host training sessions, webinars, and product demonstrations to drive user adoption and engagement.
- Conduct regular check-ins and Quarterly Business Reviews (QBRs) to assess client satisfaction and performance outcomes.
- Serve as the client advocate internally, representing their needs and feedback to cross-functional teams.
Process Improvement and Collaboration
- Collaborate with internal departments—including Product Managers, Sales, and Operations—to enhance client experience and outcomes.
- Develop educational materials and client resources to support onboarding and continued usage.
- Support initiatives to improve client retention, satisfaction, and Net Promoter Scores (NPS).
Qualifications and Experience
- Minimum of 3 years of experience in SaaS or enterprise software customer success, account management, or client services.
- Demonstrated proficiency with CRM systems (e.g., Salesforce, HubSpot).
- Experience using Conversational Intelligence tools (e.g., Gong, Chorus, or SalesLoft).
- Proven ability to communicate Return on Investment (ROI) and demonstrate value through measurable outcomes.
- Exceptional verbal, written, and presentation skills.
- Strong analytical and problem-solving abilities with attention to detail.
- Ability to collaborate effectively across teams and organizational levels.
Success Metrics
- Achievement of client retention and satisfaction goals.
- Increased product adoption and usage within assigned accounts.
- Year-over-year growth in account spend.
- NPS maintained or improved within target range.
- Positive internal and external feedback on professionalism and collaboration.
Compensation and Benefits
- Competitive salary
- Comprehensive health, dental, and vision insurance
- 401(k) plan with matching contributions
- Paid time off and flexible scheduling
- Remote work environment with opportunities for travel as needed
Physical Requirements
- Ability to sit or stand for extended periods (up to four hours).
- Frequent use of computer, phone, and standard office equipment.
- Occasional lifting or moving of materials up to 20 pounds.
- Ability to communicate clearly and effectively with clients and colleagues.
Join Our Team
If you are a client-focused professional with a passion for technology, relationship management, and delivering measurable business outcomes, we invite you to apply. This is an opportunity to make a direct impact on client success while contributing to the ongoing growth of our organization.
Top Skills
What We Do
For over 25 years, ID Plans has been a pioneer in delivering innovative solutions designed to streamline portfolio operations in the commercial real estate (CRE) sector. Our flagship platform, ID CLOUD, serves as an all-in-one operating system for leasing, tenant, and property management, expertly developed to enhance efficiency and support strategic growth.
ID CLOUD enables users to:
Centralize Data Sources:
• Automated API-based Integrations: Ensure seamless data exchange.
• Vendor Systems Integration: Facilitates information sharing and acts as a document repository.
Collaborate Across Functions and Partners:
• Vendor Access: Provides access to site plans, asset details, and property and service history.
• Inspections and Work Orders: Organized by property, assets, vendors, and tenants.
• Tenant Communication: Facilitates management of sales, COI collection, leases, and rent payments.
Visualize Assets Effortlessly:
• Exterior Property Surveys: Capture assets and generate detailed property site plans.
• Interior Space Profiles: Includes virtual tours, 3D CAD models, Lease Outline Drawings (LODs), and mechanical data.
• Aerial Imagery: Offers high-resolution views and property tours.
Enhance Agility, Adapt, and Grow:
• Scalability: A platform that adapts to your evolving portfolio.
• Dynamic Data: Facilitates the creation, update, and integration of data across the enterprise.
At ID Plans, we empower CRE professionals to manage and grow their portfolios with unparalleled precision and efficiency.
Unlock the power of sustainable success by booking a demo at idplans.com








