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Client Success Manager Diamond Jobs (NOW HIRING)

KEYSTONE CPAS LLC

Client Success Manager

Reno, NV · On-site

Description Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role Summary The Client Success Manager (CSM) is responsible for owning the client journey from ...

InfoCision

Client Success Manager

Akron, OH · On-site

Client Success Manager Department: Marketing Reports To: VP / Director of Client Services Job Type: Full-Time, Exempt (Salaried) About the Role We're seeking a results-driven Client Success Manager ...

Virtual Peaker

Client Success Manager

Louisville, KY · Remote

Role Responsibilities As a Client Success Manager, you will be responsible for supporting our clients by acting as a frontline liaison to users of our cutting-edge software platform. Day-to-day, you ...

DocNetwork

Client Success Manager

Ann Arbor, MI · On-site

$6K/mo

Client Success Manager Status : Full-Time Location: Ann Arbor, MI (Hybrid) Starting Pay Range: $50,000-60,000 base salary + up to $6,500 bonus potential We are looking for a strategic, results-driven ...

InfoCision

Client Success Manager

Akron, OH

Client Success Manager Department: Marketing Reports To: VP / Director of Client Services Job Type: Full-Time, Exempt (Salaried) About the Role We're seeking a results-driven Client Success Manager ...

DocNetwork

Client Success Manager

Ann Arbor, MI · On-site

$6K/mo

Client Success Manager Status : Full-Time Location: Ann Arbor, MI (Hybrid) Starting Pay Range: $50,000-60,000 base salary + up to $6,500 bonus potential We are looking for a strategic, results-driven ...

New Perspective

Client Success Manager

Worcester, MA · On-site +1

$70K - $80K/yr

We're looking for a highly motivated Client Success Manager to join our dynamic, collaborative team. If you love building relationships, driving measurable results, and working in a fast-paced ...

DebtBlue LLC

Client Success Manager

Richardson, TX · On-site

The Client Success Manager reports to the Director of Fulfillment. Duties amp; Responsibilities: * Recruit, mentor, coach, and develop Client Success Specialists while fostering a culture of ...

360Connect

Client Success Manager

Austin, TX · On-site

Each of our Client Success Managers is a supportive partner to our existing customers. Our Client Success Managers are professionals responsible for developing a positive customer experience and ...

eMed LLC

Client Success Manager

Miami, FL · On-site

Client Success Manager Location: Miami, FL or Chicago, IL About eMed eMed is a digital health leader powered by its Empathetic AI™ Population Health Platform. We partner with employers, governments ...

New Perspective

Client Success Manager

Worcester, MA · Remote

$70K - $80K/yr

We're looking for a highly motivated Client Success Manager to join our dynamic, collaborative team. If you love building relationships, driving measurable results, and working in a fast-paced ...

Keystone CPAs LLC

Client Success Manager

Reno, NV · On-site

Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role Summary The Client Success Manager (CSM) is responsible for owning the client journey from initial ...

Advanced Data Risk Management

Client Success Manager

$95K - $125K/yr

About the Role ADRM is seeking a Client Success Manager to support and coordinate strategic client initiatives across large, enterprise accounts. This role serves as a central point of contact ...

Rocket 55 LLC

Client Success Manager

Minneapolis, MN · On-site

$70K - $79K/yr

Rocket55 Client Success Managers focus on delivering world-class customer service and thrive in fast-paced, ever-evolving environments. The Client Success Manager will coordinate with project ...

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Client Success Manager Diamond information

See salary details

$32.5K

$83.1K

$140K

How much do client success manager diamond jobs pay per year?

As of Jun 7, 2026, the average yearly pay for client success manager diamond in the United States is $83,064.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,500.00 and $99,000.00 per year, depending on experience, location, and employer.

What are Client Success Manager Diamond roles?

Client Success Manager Diamond roles are specialized positions focused on managing and nurturing relationships with high-value or 'diamond-level' clients. These managers ensure clients receive maximum value from products or services, handle escalated issues, and work to drive long-term customer satisfaction and retention. They often collaborate with sales, support, and product teams to deliver tailored solutions that meet the unique needs of top-tier clients. Success in this role requires strong communication, problem-solving, and relationship-building skills.

What are some common challenges a Client Success Manager in the diamond industry may face, and how can they be addressed?

Client Success Managers in the diamond industry often navigate challenges such as managing high-value relationships, understanding complex product specifications, and responding to rapidly changing client needs. Building strong trust and clear communication is essential, as clients typically expect personalized service and expert guidance. To address these challenges, staying current with industry trends, maintaining transparent communication, and collaborating closely with sales and product teams are crucial strategies for ensuring client satisfaction and fostering long-term partnerships.

What is the difference between Client Success Manager Diamond vs Client Success Manager Platinum?

AspectClient Success Manager DiamondClient Success Manager Platinum
CredentialsRelevant certifications (e.g., CSCP, CRM certifications)Similar certifications, often a step below or equivalent
Work EnvironmentHigh-touch client accounts, strategic planningStandard client accounts, operational support
Employer & Industry UsageLuxury or enterprise-level clients in SaaS, finance, or consultingMid-tier clients in similar industries
Search & Comparison IntentHigh-end client management roles, premium serviceStandard client success roles, broader market

The main difference between a Client Success Manager Diamond and a Client Success Manager Platinum lies in the level of client engagement, credentials, and industry focus. Diamond roles typically involve managing high-value, strategic accounts with specialized certifications, whereas Platinum positions focus on standard client support and operational tasks. Both roles are essential in client success teams but differ in scope and complexity.

What are the key skills and qualifications needed to thrive as a Client Success Manager Diamond, and why are they important?

To thrive as a Client Success Manager Diamond, you need expertise in relationship management, account strategy, and a background in business or communications, often supported by a bachelor's degree. Familiarity with CRM platforms like Salesforce, customer analytics tools, and account management software is typically required. Outstanding communication, problem-solving, and proactive leadership are vital soft skills for excelling in this client-facing role. These abilities ensure high client satisfaction, retention, and growth by effectively addressing client needs and fostering long-term partnerships.

Client Success Manager

KEYSTONE CPAS LLC

Reno, NV • On-site

Other

Posted 19 days ago

Job description

Description

Client Success Manager (CSM)

Location: Reno, NV (Onsite)
Reports To: Director of Operations

Role Summary

The Client Success Manager (CSM) is responsible for owning the client journey from initial inquiry through onboarding, engagement, and ongoing service coordination. This role ensures no client falls through the cracks-driving communication, workflow execution, and follow-through across teams.

This position sits at the center of Keystone's client experience, partnering closely with Principals, Tax Managers, and Operations to ensure work is properly initiated, tracked, and completed with excellence.

Key Responsibilities

Client Success Manager

Client Intake & Onboarding
  • Serve as the first point of contact for inbound leads from HubSpot CRM
  • Respond to inquiries, qualify needs, and route appropriately
  • Schedule initial consultations for Principals and Billers via Outlook
  • Prepare and send engagement letters using DocuSign and Ignition
  • Monitor engagement status (sent, signed, pending, inactive) and follow up as needed
  • Ensure completed engagement letters are properly filed and transitioned into active workflows and project fees are noted
Workflow & System Coordination
  • Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone SOPs)
  • Ensure every signed engagement is assigned to the appropriate team member
  • Assist Project Manager to track project status and confirm work is actively progressing
  • Assist Project Manager to close gaps between "engagement signed" ? "work started" ? "work completed"
Client Relationship Management
  • Maintain visibility across client ledgers and service needs (tax planning, consulting, compliance)
  • Proactively flag clients who may be overlooked or underserved
  • Coordinate with Managers and Principals to ensure continuity of service
  • Support outreach for:
    • Tax planning opportunities
    • Consulting engagements
    • Follow-ups on inactive or stalled clients
Billing & Engagement Support
  • Partner with Billers, Principals. and AR Manager to:
    • Ensure tax returns and projects are billed timely
    • Confirm signatures are obtained where required
    • Maintain alignment between work performed and engagement scope
  • Monitor clients where work has begun prior to signed engagement letters and ensure proper documentation is completed
Communication & Troubleshooting
  • Provide high-quality phone and email support to clients
  • Troubleshoot client issues related to onboarding, portals, engagement letters, and communication gaps
  • Act as a central point of coordination between clients and internal teams
Tools & Systems
  • HubSpot CRM
  • CCH Axcess
  • DocuSign
  • Ignition
  • Microsoft Outlook (calendar + communication management)
What Success Looks Like
  • Every lead receives a timely and professional response
  • No signed engagement letter sits unassigned or untouched
  • Clients move seamlessly from inquiry ? onboarding ? active work
  • Billing and signatures are completed without delays
  • Managers and Principals have clear visibility into client status
  • Clients feel known, supported, and proactively served
Growth Opportunity

This role offers a clear path into more client-facing advisory work, operations leadership, or project management within Keystone.

Requirements

Key Skills & Qualifications
  • Strong organizational and follow-through skills (nothing falls through the cracks)
  • Excellent communication and client-facing presence (phone + email)
  • Experience with CRM systems (HubSpot strongly preferred)
  • Comfort working across multiple systems and workflows
  • Ability to prioritize and manage multiple moving pieces
  • Problem-solving mindset with a proactive approach

Apply