• US
• Philadelphia
• Travel

POSITION: CLIENT SUCCESS MANAGER
REPORTING TO: US DIRECTOR OF CLIENT SUCCESS
OFFICE LOCATION: REMOTE/ PHL

Reed & Mackay delivers service-led corporate travel, people-focused technology, and award-winning
event solutions across the globe. As part of the Navan Group, we believe in travel made easy, and in
software designed for the people who use it. Born from close working relationships within the
financial, legal and insurance sectors, Reed & Mackay combines inspired service with state-of-the-art
technology to create a level of travel and event management like no other.

PURPOSE OF THE ROLE:
Prioritising customer needs and goals and having a client first approach is essential for client retention.
The Client Success Manager, and the relationship you build with your client portfolio, is a key component
to Reed & Mackay achieving our overall Objective Key Results (OKR’s). The ultimate purpose of the role
is to maintain an exceptionally high level of client retention, to create and deliver word-class client
engagement and to identify opportunities for commercial growth and client benefit.

THE ROLE:
Working within a long-established team, The Client Success Manager is a trusted advisor to their client
portfolio working closely and pro-actively to understand their program needs and strategic objectives, as
well as driving further opportunities, and acting as the ‘voice of the customer’ to internal stakeholders, to
ultimately guide and advise the clients’ up the curve to an ‘integrated status’, creating long term
partnerships as opposed to short term fixes.

• KEY RESPONSIBILITIES
• Develop and maintain multi-level client relationships, retaining clients, developing strategies, and identifying/upselling opportunities.
• To achieve personal Key Performance Indicators, both those relating performance and reward
• Develop and execute a strategic Client Journey Plan detailing client objective, strategic goals with measurable targets.
• Drive a common service delivery to the client in accordance with agreed Service Level Agreement
• Deliver client compliance and growth.
• Manage and administer commercial models according to clients’ needs that meet R&M’s OKR’s
• Develop client focused solutions that respond to the clients’ changing needs.
• Introduce solution innovation to improve end to end processes and drive ‘stickiness’ to R&M services and solutions.
• Provide formal strategic reviews of the program performance.
• Commit to relevant responsibility and attendance with client implementations.
• Drive contract renewal and ultimately client retention
• Develop as a thought leader.

ABOUT YOU:

You will be an expert communicator with a proven track record in building and retaining customer
relationships, ideally within a Client Success / Account Management environment – skills essential to
this role include, but are not limited to:

• Strong communication and written skills, with a curiosity to provoke thought.
• Exceptionally strong listener
• Ability to interact with ease and confidence with clients and internal stakeholders, particularly at C-suite level and essentially in relation to the ‘voice of the customer’.
• Enthusiastic and keen to use initiative.
• High degree of understanding of what service excellence looks like and how to achieve it.
• The ability to prioritise and multi-task.
• Able to display an understanding of key compliance and risk principles, as well as a pragmatic
• approach to facilitate appropriate interpretation of rules and procedures in a compliant and business
• aware manner.
• Empathetic and client centric focus
• Process discipline and attention to detail

Key Attribute Matrix – Client Success Manager