Client Success Manager

Position Summary 

Hiring Locations: Carlsbad, CA and Colorado Springs, CO Headquarters - Hybrid 

The Client Success Manager (CSM) is responsible for onboarding and building trusted, long-term relationships with a portfolio of clients, ensuring they achieve meaningful business outcomes through training and implementation guidance. This role serves as a proactive advisor, helping clients successfully onboard, maximize engagement, adopt solutions, and realize ongoing value throughout their partnership with the company. 

The ideal candidate is passionate about client success, relationship management, and business growth. They combine strong directive and prescriptive skills with exceptional organization and communication to create outstanding client experiences while collaborating across internal teams to deliver consistent, high-quality support. 

Key Responsibilities 

Client Success & Relationship Management 

• Build trusted relationships with key stakeholders and serve as an advocate throughout the client lifecycle. 

• Guide clients through onboarding to ensure a smooth transition and strong foundation for long-term success. 

• Conduct regular organizational reviews to evaluate progress, identify opportunities, and align solutions with evolving client goals. 

• Proactively identify client needs, resolve challenges, and coordinate internal resources to ensure successful outcomes. 

• Develop strategies that strengthen client relationships and encourage long-term partnerships. 

• Collaborate with internal teams to provide a seamless and consistent client experience. 

Client Engagement & Adoption 

• Encourage active participation in training programs, coaching engagements, and educational resources. 

• Help clients maximize the value of available products, services, and technology platforms. 

• Identify opportunities to expand client engagement through additional programs, events, and learning experiences. 

• Monitor client engagement and recommend strategies that increase adoption and overall success. 

Strategic Partnership 

• Develop strong partnerships with clients by understanding their business objectives and growth strategies. 

• Partner closely with Coaching professionals and internal stakeholders to ensure alignment on client priorities and initiatives. 

• Act as the voice of the client by providing feedback and insights that contribute to continuous improvement. 

Events & Client Experience 

• Support planning and execution of client experiences during conferences, leadership events, and training programs. 

• Coordinate personalized outreach and engagement initiatives for key clients before, during, and after company events. 

• Foster meaningful connections that strengthen client relationships and encourage community involvement. 

Collaboration & Continuous Improvement 

• Work cross-functionally with Sales, Coaching, Marketing, Operations, and other departments to deliver exceptional client experiences. 

• Maintain accurate client records and document key interactions within CRM and internal systems. 

• Stay informed on industry trends, client success best practices, and emerging technologies. 

• Contribute ideas that improve processes, client experiences, and operational efficiency. 

• Participate in ongoing professional development and team initiatives. 

Qualifications 

• Bachelor's degree or equivalent professional experience. 

• Minimum of three years of experience in Client Success, Account Management, Client Success, Relationship Management, Business Development, or a related client-facing role. 

• Proven ability to manage multiple client relationships while delivering exceptional service. 

• Experience conducting business reviews, onboarding, or strategic client consultations. 

• Strong project management and organizational skills with the ability to prioritize multiple initiatives. 

• Excellent written, verbal, and presentation communication skills. 

• Proficiency with CRM platforms and client success technologies. 

• Experience working in a coaching, professional development, SaaS, consulting, or subscription-based business model is highly preferred. 

• Experience supporting professionals in the real estate industry is a plus. 

Preferred Skills & Competencies 

Successful candidates demonstrate: 

• Relationship-building and consultative communication 

• Strategic thinking and problem solving 

• Client advocacy and empathy 

• Strong organization and attention to detail 

• Adaptability in a fast-paced environment 

• Initiative and proactive follow-through 

• Collaboration across cross-functional teams 

• Effective facilitation and presentation skills 

• Ability to influence and guide stakeholders toward successful outcomes 

• Continuous learning and a growth mindset 

Salary : $76,000 - $82,000