Client Success Manager

Job Description: Client Success Manager

Position Type: Full-Time, Salaried Employee

Location: Onsite, Ocoee, FL 

Base Salary: $60,000-$80,000 DOE + Performance Bonuses / Commission

Overview

We are a growing Managed Service Provider (MSP) focused on delivering proactive IT solutions and exceptional client experiences. As we continue to scale, we’re looking for a resourceful, driven, and client-focused professional to serve as the connective tissue between sales, operations, and our clients. 

This is a high-impact hybrid role combining inside sales, client success, account management, sales enablement, and administrative coordination. If you’re hungry, organized, savvy, and excited about growth.

Core Responsibilities

Sales & Revenue Support 

• Build and deliver accurate client quotes and proposals 
• Support MSP sales reps with pricing, renewals, and opportunity tracking 
• Follow up on open quotes and proposals 
• Identify upsell/cross-sell opportunities within existing accounts 
• Help manage the sales pipeline and CRM hygiene 
• Assist in closing smaller deals independently (inside sales component) 
• Support QBR preparation and client presentations 

Account Management & Customer Success 

• Serve as a day-to-day contact for assigned client accounts 
• Proactively check in with clients to ensure satisfaction 
• Track contract renewals and service expansions 
• Coordinate onboarding for new clients 
• Assist with Customer Satisfaction (CSAT/CSET) initiatives 
• Monitor service delivery issues and escalate when needed 
• Reduce churn and increase account growth 

Client Service & Communication 

• Answer inbound calls from clients 
• Triage requests and route appropriately 
• Provide timely updates and follow-through 
• Maintain professional, high-touch communication standards 

Administrative & Operational Support 

• Manage documentation and internal systems 
• Assist with vendor coordination and procurement 
• Maintain CRM accuracy and reporting 
• Prepare internal sales and account reports 
• Help streamline quoting and renewal processes  

Ideal Candidate Profile  

• Resourceful and solutions-oriented, with the ability to take initiative and operate independently 
• Highly organized and detail-driven, with strong time management skills
• Comfortable balancing administrative responsibilities with revenue-generating sales activities
• Confident communicator, capable of engaging business owners and senior decision-makers
• Ambitious and growth-minded, with a desire to advance in their role
• Technically adept, with the ability to quickly learn and articulate MSP services and solutions
• Able to perform effectively in a fast-paced, evolving environment

Required Skills & Experience 

• 1–5+ years experience in sales, account management, customer success, or MSP environment 
• Experience creating quotes and proposals preferred 
• Strong phone presence and written communication skills 
• Familiarity with CRM systems (HubSpot, ConnectWise, Autotask, etc. preferred) 
• Ability to manage multiple priorities simultaneously 
• Comfortable discussing pricing and services with clients 

Benefits

You will be eligible for immediate enrollment into our benefits program with a lead time that ranges between thirty (30) and sixty (60) days before coverage begins.  

Highlights of the current benefits are as follows:  

• Medical, dental, and vision insurance with competitive plan options 
• 401K plan + employer match + immediate vesting  
• Employer paid long-term disability insurance + life insurance 
• 22 days off per year (15 days of accrued PTO + 7 paid holidays) 
• 6 weeks paid parental leave 
• Company issued laptop   
• Company paid training as necessary