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Client Success Coach Jobs in Maryland (NOW HIRING)

NFP Corp

Client Success Manager

Potomac, MD · On-site

The Client Success Manager is responsible for managing the delivery of our workplace financial ... Coaching & Education Support * Provide backup support for 1:1 financial mentoring when required ...

New

NFP Corp

Client Success Manager

Potomac, MD · On-site

The Client Success Manager is responsible for managing the delivery of our workplace financial ... Coaching & Education Support * Provide backup support for 1:1 financial mentoring when required ...

New

NFP Corp

Client Success Manager

Potomac, MD · On-site

The Client Success Manager is responsible for managing the delivery of our workplace financial ... Coaching & Education Support * Provide backup support for 1:1 financial mentoring when required ...

New

Variate

Head of Client Operations

Bethesda, MD · On-site

$210 - $240/hr

What You Will Do Own performance across all client work Define and enforce what success looks like ... Manage and elevate Design Directors Lead, coach, and hold accountable all Design Directors. Ensure ...

Pwc

MDM Senior Architect-Senior Manager

Baltimore, MD · On-site

$124K - $280K/yr

You motivate and coach others, coming together to solve complex problems. As you increase in ... You utilize your proficiency in MDM platforms and data management to drive client success and ...

Planit

Director, PR

Baltimore, MD · Hybrid

Track client success and help create case studies that help Planit win new business * Supervises staff: sets goals, delegates work, and manages performance through ongoing coaching and counseling.

New

The X

Fitness Coach/Training/Semi-Private

Frederick, MD · On-site

$15 - $90/hr

We are committed to your long-term success. High-performing coaches may have opportunities to: * Increase hours and responsibilities. * Build a full client roster. * Transition into a long-term ...

Franklin Covey

Client Partner - Education

Annapolis, MD · On-site

$105/hr

... success metrics. * Navigate complex buying processes, including RFPs, board approvals, and budget ... Partner with coaches, implementation, and retention teams to support deal transitions and surface ...

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Client Success Coach information

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

To thrive as a Client Success Coach, you need a solid understanding of customer relationship management, onboarding processes, and problem-solving, often backed by a degree in business or a related field. Familiarity with CRM software such as Salesforce or HubSpot and certifications in customer success methodologies are commonly required. Exceptional communication, active listening, and empathy help build strong client relationships and address concerns effectively. These skills and qualifications are essential for ensuring client satisfaction, fostering loyalty, and driving business growth.

How does a client success coach typically collaborate with other departments to ensure client satisfaction?

Client Success Coaches work closely with teams such as sales, product development, and customer support to address client needs holistically. They often act as a bridge, relaying client feedback to internal teams, coordinating onboarding processes, and ensuring any issues are resolved promptly. Regular communication and cross-functional meetings are common, allowing the coach to advocate for clients while aligning with company objectives. This collaboration is key to building long-term client relationships and driving continuous improvement.

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

AspectClient Success CoachCustomer Support Specialist
Required CredentialsRelevant experience, certifications in customer success or account management often preferredTechnical knowledge, customer service skills, sometimes certifications in support tools
Work EnvironmentProactive engagement, strategic planning, ongoing client relationship managementReactive problem-solving, technical troubleshooting, responding to customer inquiries
Employer & Industry UsageUsed in SaaS, tech, and service industries focusing on client retention and growthCommon across retail, telecom, tech, and service sectors handling support tickets

The main difference is that a Client Success Coach focuses on proactive relationship building and ensuring client success, while a Customer Support Specialist primarily handles reactive troubleshooting and issue resolution. Both roles require strong communication skills, but the Coach role emphasizes strategic engagement to foster long-term client satisfaction.

Is customer success a good career?

A career as a Client Success Coach involves helping clients achieve their goals, often requiring strong communication, problem-solving, and relationship management skills. It can be a rewarding role with opportunities for advancement in customer success, account management, or sales, and often involves working with customer success platforms and metrics. The field is growing as companies prioritize customer retention and satisfaction.

What is a client success coach?

A client success coach is a professional who helps clients achieve their goals by providing guidance, support, and education related to a company's products or services. They often work closely with clients to ensure satisfaction, retention, and successful use of offerings, utilizing communication skills and customer relationship management tools. This role typically requires strong interpersonal skills and knowledge of the company's solutions.

What are popular job titles related to Client Success Coach jobs in Maryland?

For Client Success Coach jobs in Maryland, the most frequently searched job titles are:

What job categories do people searching Client Success Coach jobs in Maryland look for?

The top searched job categories for Client Success Coach jobs in Maryland are:

What cities in Maryland are hiring for Client Success Coach jobs?

Cities in Maryland with the most Client Success Coach job openings:

Client Success Coach jobs near you
Infographic showing various Client Success Coach job openings in Maryland as of August 2026, with employment types broken down into 74% Full Time, 24% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution.

Client Success Manager

Potomac, MD • On-site

NFP Corp
Personal Services • 5 - 10K employees
Learn more about NFP Corpexternal

Full-time

Retirement, PTO

Posted 3 days ago

New

Job description

Posting Description
Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com and www.fiducientadvisors.com.
The Client Success Manager is responsible for managing the delivery of our workplace financial wellness program across an assigned portfolio of plan sponsor clients. This role focuses on client onboarding, ongoing engagement, reporting, and operational execution, ensuring a consistent and high-quality client experience. Additionally, the Client Success Manager will provide support to the financial mentoring program as needed.
Responsibilities
Client Onboarding & Management
  • Manage the daily onboarding and operational implementation of the financial wellness program for assigned clients
  • Coordinate onboarding activities, including kickoff calls, platform setup, and launch readiness
  • Ensure onboarding is delivered consistently and within established timelines
  • Function as the key contact for plan sponsor clients, handling regular communication and support

Client Engagement & Reporting
  • Conduct regular client check-ins (quarterly or semi-annual) to review program performance and engagement
  • Prepare, track, and deliver client reporting, including participation and engagement metrics
  • Support the development and implementation of client engagement strategies and initiatives
  • Monitor client activity and proactively see opportunities to boost participation and outcomes

Client Retention & Relationship Growth
  • Support client retention by maintaining a high standard of service and steady program delivery
  • Monitor client engagement and happiness, identifying risks and addressing issues as they arise
  • Find opportunities to improve and expand the client relationship through increased program utilization and engagement
  • Partner with clients to evolve their program based on participant needs and usage trends

Financial Coaching & Education Support
  • Provide backup support for 1:1 financial mentoring when required
  • Assist in the delivery of group education sessions in both virtual and in-person settings
  • Support the creation and implementation of educational materials and workshops

Technology & Platform Support
  • Support the onboarding of new clients by coordinating with technology partners to complete platform setup and customization
  • Assist with testing and optimizing platform usability to ensure successful client launches
  • Provide feedback on platform functionality and client experience

Compliance & Best Practices
  • Ensure all program activities align with industry regulations and internal requirements
  • Follow established processes and support consistent program delivery
  • Stay informed on financial wellness trends and best practices

Required Education, Professional & Technical Experience
  • Bachelor's Degree or relevant work experience
  • 3-5 years of experience in client success, account management, financial wellness, or employee benefits
  • Proficiency in Microsoft Suite and familiarity with CRM and reporting tools

Essential Traits
  • Strong ability to build and maintain client relationships
  • Effective communication and presentation skills
  • Organized with the ability to manage multiple clients and priorities
  • Detail-oriented with a focus on accuracy and execution
  • Adaptable and able to work independently in a fast-paced environment
  • Sound judgment and problem-solving skills
  • Collaborative and team-oriented

Work Environment & Travel Requirements
  • This role may travel up to 15-25% of the time for client meetings and business needs
  • This role offers a hybrid work model with in-office and remote flexibility

Physical Job Expectations
The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:
  • Must be able to remain in a stationary position for up to 8 hours.
  • Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
  • The person in this position may at times need to move throughout the building to access different areas.
  • Ability to move equipment weighing up to 25 pounds.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.
The base salary range for this position is $85,000-$105,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Paid Time Off
  • Generous PTO with optional rollover
  • Personal/Sick Time
  • 10 Holidays with additional half days off for specific holidays throughout the year
  • Summer Perks
  • Bereavement Time -inclusive time off for a loved one, unborn child, or pet.
  • Employer Paid Parental, Personal and Family leaves.
  • Professional Development Day for eligible exams

Work Life Convenience Benefits
  • Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
  • KindBody - Family & Fertility Assistance
  • Wellness Reimbursement Program
  • Professional Development Designation reimbursement
  • Employee Referral Program
  • Employee Resource Groups, Mentorship Program & New Hire Cohort
  • 401K Plan with company match
  • Cell Phone Reimbursement Program

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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