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 ...
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 ...
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 ...
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 ...
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 ...
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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 ...
Client Success Managers aren't just account managers -- they are team leaders, advocates for the client as well as the company, and thought leaders in the industry. They make meaningful connections ...
Client Success Managers aren't just account managers -- they are team leaders, advocates for the client as well as the company, and thought leaders in the industry. They make meaningful connections ...
Client Success Managers aren't just account managers -- they are team leaders, advocates for the client as well as the company, and thought leaders in the industry. They make meaningful connections ...
Client Success Managers aren't just account managers -- they are team leaders, advocates for the client as well as the company, and thought leaders in the industry. They make meaningful connections ...
Customer Success Manager II
Reno, NV · Remote
$65K - $92K/yr
The Customer Success Manager II is the owner of Core Account Customer Success and Sentiment. You will own servicing accounts to retain revenue and support good performance for future growth potential.
Quick apply
Customer Success Manager II
Reno, NV · Remote
$65K - $92K/yr
The Customer Success Manager II is the owner of Core Account Customer Success and Sentiment. You will own servicing accounts to retain revenue and support good performance for future growth potential.
Customer Success Manager II
Reno, NV · Remote
$65K - $92K/yr
The Customer Success Manager II is the owner of Core Account Customer Success and Sentiment. You will own servicing accounts to retain revenue and support good performance for future growth potential.
Customer Success Manager II
Reno, NV · Remote
$65K - $92K/yr
The Customer Success Manager II is the owner of Core Account Customer Success and Sentiment. You will own servicing accounts to retain revenue and support good performance for future growth potential.
Client Relationship Manager
Reno, NV · On-site
For over 80 years, Ernest has been committed to the success of our extended family, our customers ... Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside ...
Client Relationship Manager
Reno, NV · On-site
For over 80 years, Ernest has been committed to the success of our extended family, our customers ... Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside ...
Project Manager
Reno, NV · On-site
Manage the financial success of projects in conjunction with the project coordinator, accounting manager, and group leader. * Establish and maintain client contacts on technical and project ...
Quick apply
Project Manager
Reno, NV · On-site
Manage the financial success of projects in conjunction with the project coordinator, accounting manager, and group leader. * Establish and maintain client contacts on technical and project ...
Account Manager - State Farm Agent Team Member
Reno, NV · On-site
$40K - $100K/yr
... Manager (State Farm Agent Team Member). We're looking for an energetic professional who enjoys ... Focus on long-term client success by improving the likelihood of referrals, renewals, and ...
Quick apply
Account Manager - State Farm Agent Team Member
Reno, NV · On-site
$40K - $100K/yr
... Manager (State Farm Agent Team Member). We're looking for an energetic professional who enjoys ... Focus on long-term client success by improving the likelihood of referrals, renewals, and ...
Director of Client Relations
Reno, NV · On-site
Director of Client Relations (aka Director of Sales) Location: Reno, NV Sales Territory: Local ... Proven B2B outside sales success * Experience managing and growing an outside B2B sales team
Director of Client Relations
Reno, NV · On-site
Director of Client Relations (aka Director of Sales) Location: Reno, NV Sales Territory: Local ... Proven B2B outside sales success * Experience managing and growing an outside B2B sales team
Director of Client Relations (aka Director of Sales) Location: Reno, NV Sales Territory: Local ... Proven B2B outside sales success * Experience managing and growing an outside B2B sales team
Director of Client Relations (aka Director of Sales) Location: Reno, NV Sales Territory: Local ... Proven B2B outside sales success * Experience managing and growing an outside B2B sales team
Client Services Account Manager
Reno, NV · On-site
Monitor and manage incoming requests to the main Client Services inbox, ensuring timely and appropriate follow-up. * Investigate and coordinate approvals for special analytical requests or unique ...
Client Services Account Manager
Reno, NV · On-site
Monitor and manage incoming requests to the main Client Services inbox, ensuring timely and appropriate follow-up. * Investigate and coordinate approvals for special analytical requests or unique ...
Client Associate/Registered Client Associate
Reno, NV · On-site
$45K - $70K/yr
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch ... success that is mutual. * A comprehensive Total Rewards Program include competitive compensation ...
Client Associate/Registered Client Associate
Reno, NV · On-site
$45K - $70K/yr
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch ... success that is mutual. * A comprehensive Total Rewards Program include competitive compensation ...
Distribution Operations Manager
Reno, NV · On-site
Partner closely with the Client Success team -- who manages the day-to-day client relationship -- to ensure operational execution aligns with client expectations and strategic objectives * Provide ...
Distribution Operations Manager
Reno, NV · On-site
Partner closely with the Client Success team -- who manages the day-to-day client relationship -- to ensure operational execution aligns with client expectations and strategic objectives * Provide ...
Lead Partnerships Manager
Reno, NV · On-site +1
Do you thrive on managing high-stakes, high-impact integrations with trading partners and systems ... and client success-coordinating broker onboardings and FIX connectivity efforts, driving complex ...
Lead Partnerships Manager
Reno, NV · On-site +1
Do you thrive on managing high-stakes, high-impact integrations with trading partners and systems ... and client success-coordinating broker onboardings and FIX connectivity efforts, driving complex ...
Customer Success Associate
Sparks, NV · On-site
Responsibilities Are you passionate about helping people succeed while delivering exceptional service experiences? We're looking for motivated individuals to join our growing team as Customer Success ...
Customer Success Associate
Sparks, NV · On-site
Responsibilities Are you passionate about helping people succeed while delivering exceptional service experiences? We're looking for motivated individuals to join our growing team as Customer Success ...
Facilitation & Concierge Account Specialist - Reno, Nevada
Reno, NV · On-site
$15.25 - $19.75/hr
Are comfortable working with data, tools, and technology (Asana, Airtable, CRM platforms, and related systems). * Have experience in concierge, luxury hospitality, client success, travel operations ...
Facilitation & Concierge Account Specialist - Reno, Nevada
Reno, NV · On-site
$15.25 - $19.75/hr
Are comfortable working with data, tools, and technology (Asana, Airtable, CRM platforms, and related systems). * Have experience in concierge, luxury hospitality, client success, travel operations ...
Facilitation & Concierge Account Specialist - Reno, Nevada
$15.25 - $19.75/hr
Are comfortable working with data, tools, and technology (Asana, Airtable, CRM platforms, and related systems). * Have experience in concierge, luxury hospitality, client success, travel operations ...
Facilitation & Concierge Account Specialist - Reno, Nevada
$15.25 - $19.75/hr
Are comfortable working with data, tools, and technology (Asana, Airtable, CRM platforms, and related systems). * Have experience in concierge, luxury hospitality, client success, travel operations ...
Customer Success Associate
Carson City, NV · On-site
Responsibilities Are you passionate about helping people succeed while delivering exceptional service experiences? We're looking for motivated individuals to join our growing team as Customer Success ...
Customer Success Associate
Carson City, NV · On-site
Responsibilities Are you passionate about helping people succeed while delivering exceptional service experiences? We're looking for motivated individuals to join our growing team as Customer Success ...
Client Success Manager information
See Reno, NV salary details
$32.4K - $42.1K
4% of jobs
$42.1K - $51.9K
10% of jobs
$58.7K is the 25th percentile. Wages below this are outliers.
$51.9K - $61.6K
16% of jobs
$61.6K - $71.4K
15% of jobs
The median wage is $75.1K / yr.
$71.4K - $81.1K
14% of jobs
$81.1K - $90.9K
14% of jobs
$93.6K is the 75th percentile. Wages above this are outliers.
$90.9K - $100.6K
10% of jobs
$100.6K - $110.4K
10% of jobs
$110.4K - $120.1K
4% of jobs
$120.1K - $129.8K
2% of jobs
$129.8K - $139.6K
2% of jobs
$32.4K
$82.8K
$139.6K
How much do client success manager jobs pay per year?
What jobs in the US pay 300,000 a year?
What are the key skills and qualifications needed to thrive as a Client Success Manager, and why are they important?
What is a Client Success Manager?
How does a Client Success Manager typically collaborate with other departments to ensure client satisfaction?
What is the difference between Client Success Manager vs Account Manager?
| Aspect | Client Success Manager | Account Manager |
|---|---|---|
| Primary Focus | Ensuring client satisfaction, onboarding, and long-term success | Managing client accounts, upselling, and renewals |
| Work Environment | Proactive engagement, strategic planning | Relationship management, sales-oriented |
| Required Skills | Communication, problem-solving, customer-centric | Sales, 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?
Will AI replace CSM?
What does a Client Success Manager do?

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Posted 6 days ago
Job description
Description
Client Success Manager (CSM)Location: Reno, NV (Onsite)
Reports To: Director of Operations
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 ResponsibilitiesClient 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
- 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"
- 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
- 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
- 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
- HubSpot CRM
- CCH Axcess
- DocuSign
- Ignition
- Microsoft Outlook (calendar + communication management)
- 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
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