Client Success Manager
20 days ago
New York
Job DescriptionRole: Client Success Manager Pay range: $50,000-65,000 base salary, plus commission and equity opportunities. Location: Training will take place in NYC, with potential placement in a high-demand market discussed prior to hiring, such as Miami, Los Angeles, San Francisco, or New York City. This role includes occasional travel to client sites for implementation support, training, or quality assurance checks to ensure a successful launch and ongoing satisfaction. Reports to: Client Success Lead What’s driving this hire: As Chexology continues to grow its client base across new markets and industries, we’re expanding our Client Success team to ensure every customer has a seamless onboarding experience and ongoing support. This role is crucial in maintaining strong client relationships, enhancing retention, and helping our clients maximize the value of our platform. With an increasing number of high-profile and international accounts, we need an additional CSM to help manage our growing portfolio and uphold our high standards for client experience. You’ll thrive in this role if you: • Are energized by helping others succeed and take pride in delivering a top-notch client experience., • Communicate clearly, listen actively, and build trust through responsiveness and follow-through., • Enjoy solving problems, thinking on your feet, and adapting to different client needs., • Can juggle multiple priorities without losing attention to detail., • Serve as an external product champion, advising clients on best practices to ensure long-term success and account growth., • Coordinate account setup logistics during new client activations, including usage analysis and proactive follow-up., • Prepare and deliver onboarding materials, including client questionnaires, checklists, and standard operating procedures (SOPs)., • Respond to assigned client support requests and escalate issues when necessary., • Maintain accurate client records in Salesforce and other internal systems., • Track onboarding progress, renewal timelines, and key milestones in shared trackers., • Support the Client Success Lead and fellow CSMs with account-related tasks., • Participate in weekly team meetings and provide regular updates on progress., • Collaborate cross-functionally with Operations, Sales, and Product to ensure seamless onboarding and ongoing support., • Contribute to the creation and improvement of client training materials and documentation., • Experience in customer-facing roles such as client success, support, retail, hospitality, or other service-oriented positions., • Excellent communication and organization skills., • Ability to juggle multiple tasks and shift priorities quickly., • A collaborative, can-do attitude with a desire to grow within the company., • Enthusiasm for using data to inform decisions and a willingness to learn and navigate tools like Salesforce, Asana, and Metabase., • Medical, dental, and vision insurance with a $400 monthly employer contribution., • 401(k) plan to support your long-term financial goals., • Flexible PTO policy, plus holiday office closures, to recharge., • Company-provided laptop and tools to help you do your best work.