ZipRecruiter

Log In

1

Client Success Manager Jobs in Riverside, CA (NOW HIRING)

Wellthy

Onsite Care Specialist

Anaheim, CA · On-site

You will report directly to the Senior Client Success Manager. To be successful in this role: Employee support and education * Serve as a trusted onsite resource for employees seeking information ...

Wellthy

Onsite Care Specialist

Anaheim, CA · On-site

You will report directly to the Senior Client Success Manager. To be successful in this role: Employee support and education * Serve as a trusted onsite resource for employees seeking information ...

previous page

Showing results 41-60

All JobsClient Success JobsClient Success Manager JobsClient Success Manager Jobs in Riverside, CA

Client Success Manager information

See Riverside, CA salary details

$33.9K

$86.7K

$146.1K

How much do client success manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client success manager in Riverside, CA is $86,658.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,100.00 and $103,300.00 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 Riverside, CA? The most popular types of Client Success jobs in Riverside, CA are:
What job categories do people searching Client Success Manager jobs in Riverside, CA look for? The top searched job categories for Client Success Manager jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Client Success Manager jobs? Cities near Riverside, CA with the most Client Success Manager job openings:
Client Success Manager jobs near you
Infographic showing various Client Success Manager job openings in Riverside, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Remote job distribution, with an average salary of $86,658 per year, or $41.7 per hour.

Licensed (S7, S66, Insurance) Client & Advisor Success Manager-

Zapata Private Wealth Group

Upland, CA • On-site

$40K - $60K/yr

Full-time

Re-posted 8 days ago

Job description

Licensed (S7, S66, Insurance) Client & Advisor Success Manager

(Bilingual Spanish | Path to Office Manager / Operations Lead)

Location: In Person (Upland, CA)
Industry: Wealth Management / Financial Planning
Licensing Required: Series 7, Series 66, Life Insurance (active)
Language Requirement: Fluent Spanish & English (spoken and written)
This Is Not an Admin Role. Read This Carefully.

Zapata Private Wealth Group is seeking a bilingual, licensed, execution‑driven professional to serve as the operational backbone and client‑facing anchor of our firm.
If you are soft‑spoken, passive, uncomfortable leading conversations, or prefer to work entirely behind the scenes, this role will not be a fit.
If you:
  • Speak confidently with clients
  • Bring calm authority to conversations
  • Are warm, professional, and directive when needed
  • Take pride in follow‑through and relationship continuity
Keep reading.
Spanish Is Not a “Nice to Have” — It Is Core to the Role

You will regularly:
  • Communicate with Spanish‑speaking clients and households
  • Confirm details, timelines, and next steps in Spanish
  • Represent the firm professionally in bilingual conversations
  • Ensure clarity, trust, and confidence across language barriers
If you are not fully fluent and comfortable leading professional conversations in Spanish, do not apply.
The Role (In Plain English)

This role is internally known as “The Glue.”
You are the person clients recognize, trust, and feel comfortable contacting.
You are the person advisors rely on to ensure execution.
You are the person leadership trusts to prevent problems, not react to them.
If something does not involve giving financial advice, it starts with you.
What You Will Own (Non‑Negotiable)

Client, Advisor, & Relationship Execution

  • Serve as a primary bilingual point of contact for clients
  • Coordinate and execute client onboarding start‑to‑finish
  • Own task management and follow‑through in Wealthbox (system of record)
  • Prepare advisors for meetings (planning, estate workflow status, next steps)
  • Track, close, and document all post‑meeting items
  • Escalate issues before they become problems
Clients should feel:
“They know me. They follow up. Things get done.”
Personality That Thrives Here (Read Carefully)

✅ Warm, professional, and confident
✅ Comfortable leading conversations (not just responding)
✅ Calm under pressure
✅ Naturally organized and detail‑oriented
✅ Friendly without being informal
✅ Assertive about follow‑through — without being abrasive
Apologetic communicators
People who avoid setting expectations
Anyone uncomfortable enforcing process politely but firmly
This role requires presence, not just competence.
Systems You Will Use (Daily / Heavy)

You must either already be fluent in — or be ready to master quickly:
  • Wealthbox (CRM, tasks, workflows — source of truth)
  • PreciseFP (client data gathering & completion tracking)
  • eMoney (planning support)
  • Wealth.com (estate workflow coordination)
  • Jump AI (reviewing and finalizing meeting notes)
  • Outlook (logged into Wealthbox)
  • MyRepChat (compliant client texting)
  • Zoom
  • Google Drive
  • RingCentral (fax)
If systems overwhelm you, this role will not be enjoyable.
Growth Path: Office Manager / Operations Lead

This role is intentionally designed to grow into Office Manager / Operations Lead, adding ownership of:
  • People operations & onboarding
  • Payroll & HR coordination
  • Licensing & registration tracking
  • Compliance & OSJ coordination
  • Vendors, events, and operational problem‑solving
  • Acting on behalf of the CEO operationally
You must want responsibility, not avoid it.
What You Will NOT Do

Give financial advice
Make investment decisions
Wait to be reminded
Let issues linger
Leave work undocumented
How Success Is Measured

You are succeeding when:
  • Clients feel supported and confident
  • Advisors never chase follow‑ups
  • The CEO is not in the weeds
  • Wealthbox is clean, accurate, and trusted
  • Problems are handled quietly and early
Required Qualifications

  • Fluent Spanish and English (spoken and written)
  • Active Series 7, Series 66, and Life Insurance license
  • Experience in a Wealth Management / RIA / LPL environment strongly preferred
  • Excellent written and verbal communication
  • Comfort interacting directly with clients
  • Strong process discipline and security awareness
Compensation

  • Remote (Exceptional): $40,000 – $60,000 base dependent on experience (commission & bonus opportunities) 
  • Growth path to Office Manager: (additional pay/bonus/commission)
How to Apply (Intentional Filter)

To apply, submit:
  1. Resume
  2. Familiarize yourself with our company, our website and our culture!
  3. A short cover note (English is fine) answering:
    • Why this role fits how you operate
    • An example of when you owned follow‑through with a client
    • Confirmation of Spanish fluency and prior client use
Generic applications will not be reviewed.
Final Note

This role requires:
  • Execution
  • Presence
  • Warm authority
  • Bilingual confidence
If that excites you — we want to meet you.
If it feels like too much — this role is not for you.

Contact Zapata Private Wealth Group for more information at (909) 681-6900 & email denise@zapatawealth.com and cc service@zapatawealth.com