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Client Success Manager Jobs (NOW HIRING)

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 ...

Be the Brand

Be Seen First

Client Success Manager

Washington, DC · On-site

$60K - $72K/yr

Client Success Manager Reports to: Principal of Content and Client Partnerships Classification: Full-Time, Non-Exempt Location: Washington, D.C. OVERVIEW Be the Brand is an executive brand management ...

Force Therapeutics

Client Success Manager

$70K - $80K/yr

As the Client Success Manager, you will have responsibility for managing the day-to-day relationship for an assigned set of clients. You will support a cross-functional group aligned to your clients ...

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 ...

IMPACT DIRECTORS LLC

Client Success Manager

Houston, TX · On-site

$16 - $18/hr

Client Success Manager Houston, Texas Impact Directors LLC Full-Time Position Pay: $16.00 - $18.00 per hour Work Location: In Person Position Overview Impact Directors LLC is seeking a Client Success ...

Steris Corporation

Client Success Manager

Mentor, OH · On-site

Position Summary The Client Success Manager plays a critical role in ensuring the successful implementation, onboarding, adoption, and ongoing success of ConnectCare with Remote Monitoring customers.

Digital Neighbor

Be Seen First

Client Success Manager

Tampa, FL · Remote

$45K - $70K/yr

Digital Neighbor, a Tampa based digital marketing agency serving law firms and high transaction businesses nationwide, is hiring a Client Success Manager. The role You are the relationship lead for a ...

Posted today

Global-E

Client Success Manager

New York, NY · On-site

$65K - $95K/yr

We are looking for a Client Success Manager to ensure the long-term success of our clients in North America. This candidate will be responsible for achieving the sales retention and revenue growth ...

IMPACT DIRECTORS LLC

Client Success Manager

Houston, TX · On-site

$16 - $18/hr

Client Success Manager Houston, Texas Impact Directors LLC Full-Time Position Pay: $16.00 - $18.00 per hour Work Location: In Person Position Overview Impact Directors LLC is seeking a Client Success ...

MDCalc

Client Success Manager

New York, NY · On-site

The Role We're looking for a Client Success Manager who elevates partnerships, anticipates needs, and brings clarity and confidence to every interaction. In this role, you'll guide pharmaceutical ...

Drips

Client Success Manager

Cleveland, OH · Remote

Client Success Manager About Drips Drips helps big brands drive 1:1 conversations with large audiences at the most critical moments in the customer journey. We use an AI-powered conversational ...

Global-e

Client Success Manager

Manhattan, NY · On-site +1

$65K - $95K/yr

We are looking for a Client Success Manager to ensure the long-term success of our clients in North America. This candidate will be responsible for achieving the sales retention and revenue growth ...

Drips

Client Success Manager

Cleveland, OH · On-site +1

Client Success Manager About Drips Drips helps big brands drive 1:1 conversations with large audiences at the most critical moments in the customer journey. We use an AI-powered conversational ...

results.com

Client Success Manager

San Francisco, CA · On-site

The Client Success Manager will look for opportunities to expand our reach within customers adding new users, certifications or services to existing accounts. We are now targeting businesses with 50 ...

results.com

Client Success Manager

San Francisco, CA · On-site

The Client Success Manager will look for opportunities to expand our reach within customers adding new users, certifications or services to existing accounts. We are now targeting businesses with 50 ...

Alteva RCM

Client Success Manager

Bergenfield, NJ

Position Summary The Client Success Manager serves as the primary relationship owner for assigned physician and practice clients, ensuring a high-quality client experience, strong retention, and ...

Selerix

Client Success Manager

Indianapolis, IN · On-site +1

Client Success Manager Department: Client Services Reports To: Manager, Client Services Location: Indianapolis, IN Job Summary The Client Success Manager manages the various stages of the Selerix end ...

Alteva RCM

Client Success Manager

Bergenfield, NJ

Position Summary The Client Success Manager serves as the primary relationship owner for assigned physician and practice clients, ensuring a high-quality client experience, strong retention, and ...

Selerix

Client Success Manager

Indianapolis, IN · Hybrid

Client Success Manager Department: Client Services Reports To: Manager, Client Services Location: Indianapolis, IN Job Summary The Client Success Manager manages the various stages of the Selerix end ...

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Client Success Manager information

See salary details

$32.5K

$83.1K

$140K

How much do client success manager jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client success manager 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 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 cities are hiring for Client Success Manager jobs? Cities with the most Client Success Manager job openings:
What are the most commonly searched types of Client Success jobs? The most popular types of Client Success jobs are:
Who are the top companies hiring for Client Success Manager jobs? The top employers for Client Success Manager jobs are:
What states have the most Client Success Manager jobs? States with the most job openings for Client Success Manager jobs include:
What job categories do people searching Client Success Manager jobs look for? The top searched job categories for Client Success Manager jobs are:
Client Success Manager jobs near you
Infographic showing various Client Success Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 12% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $83,064 per year, or $39.9 per hour.

Client Success Manager

Keystone CPAs LLC

Reno, NV • On-site

Full-time

Re-posted 26 days ago

Job 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