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Client Success Manager Jobs in Exeter, RI (NOW HIRING)

Burns Recruitment

Scheduling Coordinator

Norwich, CT · On-site

$55K - $60K/yr

You'll play a key role in ensuring continuity of care, caregiver satisfaction, and client success ... Many future Operations Managers, Staffing Managers, Recruiters, and Office Leaders begin by ...

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Client Success Manager information

See Exeter, RI salary details

$31.9K

$81.4K

$137.3K

How much do client success manager jobs pay per year?

As of Jul 15, 2026, the average yearly pay for client success manager in Exeter, RI is $81,444.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,300.00 and $97,100.00 per year, depending on experience, location, and employer.

What jobs in the US pay 300,000 a year?

For a Client Success Manager, earning $300,000 annually typically requires senior-level experience, a strong track record in client retention, and skills in account management, sales, or strategic planning. High-paying roles in this field are often found in large corporations, technology firms, or financial services, and may include bonuses or profit-sharing components. Achieving this salary level generally involves advanced certifications and a proven ability to drive revenue growth and client satisfaction.

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 is a typical CSM salary?

A Client Success Manager (CSM) salary typically ranges from $60,000 to $100,000 annually, depending on experience, location, and industry. Senior CSMs or those in high-demand markets can earn higher compensation, often supplemented with bonuses or commissions, especially when managing large accounts or using customer success tools.

Will AI replace CSM?

AI cannot fully replace Client Success Managers, as the role requires interpersonal skills, empathy, and strategic thinking that AI tools currently cannot replicate. AI can assist CSMs by automating routine tasks and providing data insights, allowing them to focus on building relationships and personalized support. The role is expected to evolve with technology, emphasizing skills that complement AI capabilities.

What does a Client Success Manager do?

A Client Success Manager (CSM) is responsible for building strong relationships with clients, ensuring they receive value from products or services, and helping them achieve their goals. They often coordinate onboarding, provide ongoing support, and work to renew contracts, using tools like CRM software. The role requires communication skills, problem-solving, and a focus on customer satisfaction.
More about Client Success Manager jobs
What cities near Exeter, RI are hiring for Client Success Manager jobs? Cities near Exeter, RI with the most Client Success Manager job openings:
Client Success Manager jobs near you
Registered Wealth Management Client Associate

Registered Wealth Management Client Associate

Bank of America

Providence, RI • On-site

$26.50 - $42/hr

Full-time

PTO

Re-posted 9 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 520 frontline employees who took The Breakroom Quiz

44th of 149 rated banks

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

  • FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
  • Displaysadvanced industry knowledge and understanding ofinvestment products


Desired Qualifications:

  • Energetic individual that is self-motivated, coachable and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibilities
  • Detail oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs, delivering complex solutions
  • Frequent communication and an abundance of discretion with sensitive information
  • Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
  • Professional verbal and written c

Skills:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Pay Transparency details

US - RI - Providence - 1 Financial Plaza (RI1537)Pay and benefits informationPay range$26.50 - $42.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Bank Of America logo

About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

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