What are the responsibilities and job description for the Client Success Manager position at Software Finder Careers?
Location: US (Remote)
Salary: USD 60,000 to 80,000 base OTE
About The Role
Software Finder is looking for a Client Success Manager to ensure our clients achieve maximum value from day one. You will guide new clients through onboarding, provide ongoing support, and build strong relationships to drive satisfaction, retention, and growth.
Key Responsibilities
Clients Onboarding
With a growing portfolio of software categories and a global user base, Software Finder is committed to simplifying the software selection process and empowering businesses to make informed decisions.
Our team is driven by a shared mission to innovate, collaborate, and deliver value to our users. As we continue to grow, we are always looking for talented individuals who are passionate about technology, customer success, and making an impact.
Salary: USD 60,000 to 80,000 base OTE
About The Role
Software Finder is looking for a Client Success Manager to ensure our clients achieve maximum value from day one. You will guide new clients through onboarding, provide ongoing support, and build strong relationships to drive satisfaction, retention, and growth.
Key Responsibilities
Clients Onboarding
- Guide new clients through a seamless onboarding process, ensuring they are set up for success.
- Conduct product demonstrations and training sessions to help clients utilize our software effectively. Leverage automations, videos, email, in-app support for scale.
- Maintain onboarding materials, including user guides, tutorials, and webinars.
- Serve as the primary point of contact for a portfolio of clients, building strong, long-term relationships.
- Monitor client usage and engagement, proactively addressing issues and providing support.
- Own and manage a portfolio of client accounts, including contract lifecycle management, renewal planning, CRM forecasting, and revenue tracking. Develop and execute account expansion strategies aligned with client goals and outcomes, identifying growth opportunities within the existing book of business.
- Respond to client inquiries promptly and professionally, providing solutions and guidance.
- Collaborate with Business Development, Product, Client Fulfillment, and Support teams to resolve challenges and enhance the client experience.
- Lead the Voice of the Client program by systematically capturing, analyzing, and synthesizing client feedback. Translate insights into actionable recommendations, ensure cross-functional alignment with Product and internal stakeholders, and close the feedback loop by communicating updates and outcomes back to clients.
- Monitor client success metrics, including churn rates and health scores, and develop strategies to retain at-risk accounts.
- Deliver exceptional service to foster client loyalty and satisfaction.
- Encourage satisfied clients to become advocates through case studies, testimonials, and referrals.
- Own and manage a defined book of business, including CRM forecasting, renewal planning, contract lifecycle coordination, and revenue tracking. Identify, develop, and execute expansion strategies aligned with client objectives to drive long-term account growth and value realization.
- Experience supporting Marketing, Demand Generation, Growth, or Revenue teams in B2B environments, with the ability to understand how clients drive (or funnel callouts of MQL, SQL, etc) pipeline, revenue, and ROI from marketing
- Minimum 4-5 years’ experience in a Client-facing role, preferably in SaaS, focusing on onboarding and client success.
- Demonstrated ownership mindset over a book of business, with accountability for retention, expansion, and Client outcomes.
- Strong understanding of SaaS products and Client success best practices.
- Excellent verbal and written communication skills, able to convey complex information clearly.
- Proactive problem-solving mindset with a Client-centric approach.
- Comfortable using CRM systems, Client success platforms, and other relevant tools.
- Collaborative team player with strong organizational and time-management skills.
With a growing portfolio of software categories and a global user base, Software Finder is committed to simplifying the software selection process and empowering businesses to make informed decisions.
Our team is driven by a shared mission to innovate, collaborate, and deliver value to our users. As we continue to grow, we are always looking for talented individuals who are passionate about technology, customer success, and making an impact.