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Client Success Agent Jobs in Ohio (NOW HIRING)

BOLD PENGUIN

Manager, Customer Success

Dublin, OH · On-site

Manage customer escalations to ensure timely resolution and maintain positive client relationships ... to inform agent strategiesActively contribute to departmental and company goals.Perform other ...

New

Goosehead

Senior Client Support Agent

Westlake, OH · Hybrid

$17.25 - $23.25/hr

The Service Agent (Intro Call) delivers front-line support through inbound intro calls and non-call ... Success requires strong analytical ability, communication precision, and adherence to compliance ...

Goosehead

Senior Client Support Agent

Westlake, OH · Hybrid

$17.25 - $23.25/hr

The Service Agent (Intro Call) delivers front-line support through inbound intro calls and non-call ... Success requires strong analytical ability, communication precision, and adherence to compliance ...

Goosehead

Senior Client Support Agent

Westlake, OH · Hybrid

$17.25 - $23.25/hr

The Service Agent (Intro Call) delivers front-line support through inbound intro calls and non-call ... Success requires strong analytical ability, communication precision, and adherence to compliance ...

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All JobsClient Success Agent JobsClient Success Agent Jobs in Ohio

Client Success Agent information

What is a client success agent?

A client success agent is a professional responsible for ensuring clients are satisfied with a company's products or services. They often handle onboarding, support, and relationship management, using communication skills and customer management tools to promote retention and satisfaction.

What are some common challenges faced by client success agents and how can they be addressed?

Client Success Agents often encounter challenges such as managing multiple client accounts with varying needs, handling difficult conversations when clients are dissatisfied, and balancing proactive support with reactive problem-solving. Success in this role often relies on strong organizational skills, effective communication, and the ability to prioritize tasks under pressure. Building solid relationships with clients and collaborating closely with sales, support, and product teams helps address client issues efficiently and ensures a positive client experience.

Is client success a good career?

A career as a Client Success Agent involves helping clients achieve their goals, often requiring strong communication and problem-solving skills. It can be a stable and rewarding role with opportunities for advancement, especially in industries like SaaS and technology that value customer retention and satisfaction.

What are the key skills and qualifications needed to thrive as a client success agent?

To thrive as a Client Success Agent, you need strong communication, problem-solving, and relationship management skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software such as Salesforce or HubSpot and proficiency with support ticketing systems are commonly required. Exceptional empathy, patience, and a proactive approach help build trust and rapport with clients. These capabilities are crucial for ensuring client satisfaction, retention, and long-term business growth.

What is the difference between Client Success Agent vs Customer Support Specialist?

AspectClient Success AgentCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften high school diploma or equivalent; technical knowledge may be preferred
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageUsed in SaaS, tech, and service industries focusing on retentionCommon across retail, telecom, and tech sectors for troubleshooting

The main difference is that Client Success Agents focus on proactive relationship management and client retention, while Customer Support Specialists primarily handle reactive issue resolution. Both roles require strong communication skills but serve different stages of the customer journey.

What does a client success agent do?

A Client Success Agent is responsible for ensuring that customers have a positive experience with a company's products or services. They act as a main point of contact for clients, helping to address questions, resolve issues, and provide ongoing support. Their goal is to build strong relationships, encourage customer loyalty, and help clients achieve their desired outcomes. Client Success Agents may also provide training, gather feedback, and collaborate with internal teams to improve services.
What are popular job titles related to Client Success Agent jobs in Ohio? For Client Success Agent jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Client Success Agent jobs in Ohio look for? The top searched job categories for Client Success Agent jobs in Ohio are:
What cities in Ohio are hiring for Client Success Agent jobs? Cities in Ohio with the most Client Success Agent job openings:
Client Success Agent jobs near you
Infographic showing various Client Success Agent job openings in Ohio as of June 2026, with employment types broken down into 90% Full Time, 5% Part Time, 4% Contract, and 1% Nights. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Manager, Customer Success

BOLD PENGUIN

Dublin, OH • On-site

Other

Posted 2 days ago

New

Job description

YOUR ROLE As Manager, Customer Success you will lead a team of Customer Success Managers in providing an unparalleled customer experience, helping them to foster long-term relationships with clients through consultative interactions throughout the customer journey, including onboarding, adoption, retention and expansion. This role will collaborate closely with the Director of Customer Success to drive team goals, monitor metrics, and continuously improve processes that lead to customer retention and satisfaction. You will oversee and manage the performance and development of the team. The ideal candidate will have excellent communication skills, experience leading and motivating a team, and a deep understanding of the insurance landscape. WHAT YOU'LL DO Lead, mentor, and develop a team of Customer Success Managers dedicated to driving wholesale revenue, enhancing customer satisfaction, and ensuring the successful implementation and support of Bold Penguins products and servicesCultivates an environment of proactive support, driving your team to be consultative advisors to their agency partners and further deepening customer relationships.Identify areas of improvement and implement strategies to bolster the teams effectiveness, product knowledge, and efficiency, while also working to ensure that clients receive proactive and high-quality support.Implement and monitor strategic initiatives for various customer segments to promote product adoption, value realization, and customer satisfactionCollaborate with cross-functional teams to ensure alignment with the companys overall strategyReport regularly to the Director of Customer Success on the teams performance, customer satisfaction, and other relevant KPIs.Manage customer escalations to ensure timely resolution and maintain positive client relationships.Conduct regular performance reviews and provide ongoing coaching and feedback to CSMs.Stay up-to-date with industry trends, emerging technologies, and competitive landscape, and provide insights and recommendations to inform agent strategiesActively contribute to departmental and company goals.Perform other related duties as assigned by management.

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