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Client Success Manager Jobs in Baltimore, MD (NOW HIRING)

Role Summary The Client Success Manager plays a pivotal role in supporting the development and delivery of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to ...

Manager, Client Success

Lanham, MD · On-site

$65K - $75K/yr

Description The Manager, Client Success, is responsible for supporting the successful delivery of client programs and initiatives by coordinating projects, managing accounting activities, and ...

... to client satisfaction, account growth, operational efficiency, and the overall success of Moore's mission. Moore is a data-driven constituent experience management (CXM) company achieving ...

... Client Success Executive supporting our client service team for our client base in Maryland ... Manage accounts receivable and the billing process Assists clients in placing text, phone, email ...

Coordinator, Client Success

Lanham, MD · On-site

$50K - $55K/yr

Description The Coordinator, Client Success is responsible for supporting marketing and other ... The ideal candidate must be a strong project manager and able to work in a fast-paced, creative ...

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Client Success Manager information

See Baltimore, MD salary details

$32.3K

$82.5K

$139.1K

How much do client success manager jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client success manager in Baltimore, MD is $82,536.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,100.00 and $98,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client success manager, and why are they important?

To thrive as a Client Success Manager, you need a strong background in account management, relationship building, and customer service, often supported by a bachelor's degree in business or a related field. Familiarity with CRM platforms like Salesforce, customer support software, and data analytics tools is typically required. Exceptional communication, problem-solving, and organizational skills help you proactively address client needs and foster long-term partnerships. These skills are essential for driving customer satisfaction, retention, and the overall growth of the business.

What is a client success manager?

A Client Success Manager (CSM) is a professional responsible for building strong relationships with clients to ensure they achieve their desired outcomes with a company's products or services. CSMs act as the main point of contact for clients, helping them navigate onboarding, addressing concerns, and identifying opportunities for growth. Their role focuses on maximizing client satisfaction, retention, and long-term value. CSMs often work closely with sales, support, and product teams to advocate for client needs and foster loyalty.

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

Client Success Managers regularly work cross-functionally with teams such as Sales, Product, and Support to address client needs and proactively solve issues. For example, they may partner with Product to relay client feedback and prioritize feature requests, or coordinate with Support to resolve technical problems quickly. This collaborative approach ensures a seamless client experience and helps drive long-term retention. Strong communication and relationship-building skills are essential for success in this environment.

What is the difference between Client Success Manager vs Account Manager?

AspectClient Success ManagerAccount Manager
Primary FocusEnsuring client satisfaction, onboarding, and long-term successManaging client accounts, upselling, and renewals
Work EnvironmentProactive engagement, strategic planningRelationship management, sales-oriented
Required SkillsCommunication, problem-solving, customer-centricSales, negotiation, relationship building

While both roles involve client interaction, a Client Success Manager focuses on client retention and success post-sale, whereas an Account Manager emphasizes managing and growing existing client accounts through sales and renewals.

What does a client success manager do?

A client success manager is responsible for building strong relationships with clients, ensuring they receive value from products or services, and addressing their needs to promote retention and satisfaction. They often coordinate with sales, support, and product teams, using tools like CRM software to monitor client health and identify opportunities for upselling or renewal. The role requires strong communication skills and a focus on customer outcomes.
More about Client Success Manager jobs
What are the most commonly searched types of Client Success jobs in Baltimore, MD? The most popular types of Client Success jobs in Baltimore, MD are:
What are popular job titles related to Client Success Manager jobs in Baltimore, MD? For Client Success Manager jobs in Baltimore, MD, the most frequently searched job titles are:
What cities near Baltimore, MD are hiring for Client Success Manager jobs? Cities near Baltimore, MD with the most Client Success Manager job openings:
Infographic showing various Client Success Manager job openings in Baltimore, MD as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $82,536 per year, or $39.7 per hour.

Client Success Manager

T Rowe Price

Owings Mills, MD • Hybrid

Other

Retirement

Re-posted 8 days ago


T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz


Job description

Role Summary

The Client Success Manager plays a pivotal role in supporting the development and delivery of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to present to their end clients. The advice provided encompasses a broad range of topics, including retirement and investment planning, budgeting, saving, and spending analysis, and Social Security claiming strategies. The role also contributes to program enhancements by maintaining current knowledge of new investment advice capabilities, financial planning tools, and financial education resources. The incumbent provides ongoing support to advisors during financial plan updates and offers continuous training and coaching on investment and financial planning via our software platform.

Responsibilities

  • Supports the development of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to deliver to their end clients. Advice provided includes, but is not limited to, retirement planning, investment planning, budgeting, saving and spending analysis and Social Security claiming strategies.
  • Provides support to advisors when they update financial plans. This planner continually supports the Advisor clients with investment and financial planning related training and coaching through our software platform.
  • Work with business partners in Legal and Compliance, Oversight, Brokerage Operations, MultiAsset and Product Management as needed to provide greater depth and breadth to the financial advice we provide our clients and help client facing associates better navigate client conversations about a various of complex financial planning topics.
  • Contributes suggestions for program enhancements, ensures up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning and financial education. Identifies areas for improvements, evaluates existing policy, and partners with peers and management to offer suggestions for change.
  • Proactively consults on a range of client relationships, listens for cues on needs, and ensures continued satisfaction and retention. Advises clients on best practices, organizational solutions, and regulatory changes.
  • Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings. Liaises with relevant business contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Applies high client service protocols to support client satisfaction.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND -5+ years of total relevant work experience
  • Requires in-depth knowledge and expertise in their own job discipline and working knowledge of related disciplines
  • Leads projects or work streams within broader projects
  • Accountable for work of self and sometimes others, provides process and standards advice in area of specialty
  • Works independently, receives minimal guidance
  • Acts as a resource for colleagues with less experience

Preferred:

  • FINRA Series 7 & 66 & Chartered Retirement Planning Counselor Designation.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.


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