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Client Success Manager Jobs (NOW HIRING)

New Perspective

Client Success Manager

Worcester, MA · Remote

$70K - $80K/yr

We're looking for a highly motivated Client Success Manager to join our dynamic, collaborative team. If you love building relationships, driving measurable results, and working in a fast-paced ...

Pavago

Client Success Manager

Client Success Manager (Revenue Growth & Client Success) - Remote Position Type: Full-Time, Remote Working Hours: U.S. Business Hours About the Role At Pavago, one of our clients is hiring a high ...

New Perspective

Client Success Manager

Worcester, MA · On-site +1

$70K - $80K/yr

We're looking for a highly motivated Client Success Manager to join our dynamic, collaborative team. If you love building relationships, driving measurable results, and working in a fast-paced ...

Virtual Peaker

Client Success Manager

Louisville, KY · Remote

Client Success Manager Virtual Peaker is seeking a Client Success Manager who will help solve the climate crisis by supporting our mission of building the utility of the future. Role Responsibilities ...

Base8 Inc

Client Success Manager

Studio City, CA · On-site

Client Success Manager (CSM) Location: LA (Onsite) About: Cure8 is a leading Managed IT service provider for the cannabis industry. We support dispensaries, cultivation, manufacturing, distribution ...

ID Tech Solutions

Client Success Manager

Lakewood, NJ · On-site

$100K/yr

Client Success Manager - Join Our Fast-Growing Team at ID Tech Solutions! Are you ready to grow your career at a fast-paced, award-winning company? At ID-Tech Solutions, we're not just another IT ...

eMed LLC

Client Success Manager

Miami, FL · On-site

Client Success Manager Location: Miami, FL or Chicago, IL About eMed eMed is a digital health leader powered by its Empathetic AI™ Population Health Platform. We partner with employers, governments ...

Base8

Client Success Manager

Studio City, CA · On-site

Client Success Manager (CSM) Location: LA (Onsite) About: Cure8 is a leading Managed IT service provider for the cannabis industry. We support dispensaries, cultivation, manufacturing, distribution ...

FEDlogic

Client Success Manager

$60K - $65K/yr

Title : Client Success Manager Location: Fully Remote (with travel) Employment Type: Full Time Reports To: Director of Client Engagement, Exec Vice President of Client Success Position Overview:

Addison Group

Client Success Manager

Houston, TX · On-site

$75K - $85K/yr

Client Success Manager Location: Remote (U.S.) Pay Range: $75,000 - $85,000 / year Benefits: This position is eligible for medical, dental, vision and 401(k). About the Role We are seeking a Client ...

Addison Group

Client Success Manager

Houston, TX · Remote

$75K - $85K/yr

Client Success Manager Location: Remote (U.S.) Pay Range: $75,000 - $85,000 / year Benefits: This position is eligible for medical, dental, vision and 401(k). About the Role We are seeking a Client ...

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 ...

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 ...

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 ...

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 ...

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 ...

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Client Success Manager information

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$32.5K

$83.1K

$140K

How much do client success manager jobs pay per year?

As of Aug 31, 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 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 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 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.

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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 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $83,064 per year, or $39.9 per hour.

Client Success Manager

West Palm Beach, FL • On-site, Remote

SmartX Advisory Solutions
Finance and Insurance • 51 - 200 employees
Learn more about SmartX Advisory Solutionsexternal

Full-time

Posted 20 days ago

Job description

Job Description
Opportunity
SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking a Client Success Manager to drive the day-to-day operational execution behind our client relationships across Enterprise and Independent RIA firms, FinTech companies, Asset Managers, TAMPs, and Custodians. This role is assigned to a dedicated book of accounts and sits at the operational center of the client experience - coordinating between the VP, Client Strategy & Success, the Onboarding team, and Client Support to keep processes, communications, and initiatives moving without friction.
The Client Success Manager acts as the connective tissue for the account: translating strategic direction into action, tracking commitments through to closure, and surfacing issues before they become escalations. This role partners closely with the VP, Client Strategy & Success, absorbing the operational and coordination workload so the VP can stay focused on relationship strategy, executive engagement, and growth planning.
Position Requirements
  • Strong project and process management skills, with the ability to track multiple concurrent workstreams, deliverables, and deadlines across accounts.
  • Working knowledge of Managed Accounts, UMAs, TAMPs, and FinTech platform concepts sufficient to coordinate accurately across technical, onboarding, and support teams.
  • Comfort operating inside ticketing and workflow systems (e.g., Jira, Confluence) to log requests, track status, and maintain a clear audit trail of client activity.
  • Excellent written and verbal communication skills, with the ability to translate technical or operational detail into clear updates for clients and internal stakeholders alike.
  • Strong follow-through and attention to detail; able to hold open items accountable across teams without needing constant prompting.
  • Demonstrated ability to identify process gaps and design practical solutions, with a bias toward automation and AI-enabled tools to streamline account operations, reporting, and communications.
  • Comfort working across organizational lines - Onboarding, Client Support, Product, and Operations - without formal authority over those teams, relying on clarity, follow-up, and relationship-building to keep work moving.
  • A proactive, "no dropped balls" mindset - someone who notices gaps in process or communication and closes them before they affect the client.
  • Bachelor's degree.
  • 3-5+ years of experience in client success, account management, implementation, or operations roles, ideally within financial services or FinTech.

Responsibilities
  • Serve as the day-to-day operational point of contact for an assigned book of accounts, working in close coordination with the VP, Client Strategy & Success.
  • Bridge communication and hand-offs between the Onboarding team, Client Support, and the client - ensuring nothing falls into a gap between teams.
  • Track and manage open action items, initiatives, and commitments for each assigned account, following up until items are closed out.
  • Monitor the status of onboarding requests, support tickets, and pricing or contract items in flight, and provide the VP with a clear, current picture of account activity.
  • Prepare account status materials, agendas, and briefing notes to support the VP's client meetings and business reviews - allowing the VP to walk in focused on strategy rather than status-gathering.
  • Help coordinate scheduling and logistics for client meetings, business reviews, and cross-functional working sessions.
  • Maintain visibility into client requests and tickets logged by Client Support and Onboarding (e.g., Jira/CSRI, IPO, support queues), ensuring accurate documentation and follow-through to resolution.
  • Escalate emerging risks or delays to the VP, Client Strategy & Success proactively, with enough context to support a fast decision.
  • Identify recurring operational pain points across assigned accounts and propose or build automation and AI-enabled solutions to reduce manual work and improve response time.
  • Maintain up-to-date account documentation, activity logs, and health/status tracking for assigned accounts.
  • Support the VP in preparing for and following up on executive-level interactions - managing the operational thread so strategic conversations stay uninterrupted by administrative follow-up.
  • Partner with Product, Operations, and Client Support to drive resolution of client issues and communicate outcomes back to the client and the VP.
  • Identify recurring process gaps across accounts and recommend operational improvements to the Client Success team.

Reporting Relationship
The Client Success Manager works in close partnership with the VP, Client Strategy & Success, serving in a dedicated support capacity for assigned accounts. This role does not own account strategy or executive relationship management - those remain with the VP - but is accountable for the operational execution, coordination, and communication that make the strategy real day to day.
About SMArtX Advisory Solutions
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology firm creating breakthrough innovations in the wealth management industry. We offer a professional yet relaxed work environment where dynamic individuals thrive.
Skills Required
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More Details
Employment Type: Full Time Location: [REMOTE] Experience Required: Mid-Senior Level Date Published: 12 Aug 2026

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