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Client Success Operations Manager Jobs in North Carolina

Yodlee

Copy of Client Success Manager

Raleigh, NC · On-site

Copy of Client Success Manager Yodlee Raleigh, North Carolina, United States About this position ... Strategic thinker with strong operational and commercial instincts. About Yodlee Yodlee is a ...

Jobless

Copy of Client Success Manager

Raleigh, NC · On-site

Experience building teams, mentoring talent, and scaling client success operations. * Strong ... like personal finance management, wealth management, personal/business accounting, loan ...

Pet Screening

Client Success Manager

Mooresville, NC · On-site

Client Success Manager Pet Screening Mooresville, North Carolina, United States About this position ... Communicate the operational and risk implications of non-compliance to client stakeholders in a ...

Petscreening

Client Success Manager

Mooresville, NC · On-site

Position Summary The Client Success Manager is responsible for managing a portfolio of Property ... Communicate the operational and risk implications of non-compliance to client stakeholders in a ...

Veradigm

Principal, Client Success Manager

Raleigh, NC · On-site

Principal Client Success Manager Job Summary The Principal Client Success Manager (CSM) serves as a ... Leads executive operational reviews and participates in Strategic Business Reviews, translating ...

Pattern Data

Client Success Manager

Charlotte, NC · On-site

What You'll Do The Client Success Manager plays a critical role in shaping the client experience at Pattern through trust, operational rigor, and data-driven insights. You will influence client ...

Pattern Data

Client Success Manager

Charlotte, NC · On-site

What You'll Do The Client Success Manager plays a critical role in shaping the client experience at Pattern through trust, operational rigor, and data-driven insights. You will influence client ...

K4Connect

Client Success Manager

Raleigh, NC · On-site

We are looking for an onsite Client Success Manager (CSM) who will be the main client advocate for K4Community - a rapidly growing, venture-backed technology platform that provides Communications ...

K4Connect

Client Success Manager

Raleigh, NC · On-site

We are looking for an onsite Client Success Manager (CSM) who will be the main client advocate for K4Community - a rapidly growing, venture-backed technology platform that provides Communications ...

Veradigm

Expert Client Success Manager

Raleigh, NC · On-site

What you will contribute: • Serves as the primary operational contact point with the client to ... Client Success Managers The ideal candidate will have: • Bachelor's Degree or equivalent ...

MPOWERHealth

The Clinical Client Success Manager is responsible for routinely managing client accounts, proactively communicating with all clients, and providing day-to-day management and operational support of ...

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Client Success Operations Manager information

What is a client success operations manager?

A Client Success Operations Manager is responsible for optimizing the processes, tools, and strategies that support customer success teams within an organization. They analyze data, streamline workflows, manage technology platforms, and ensure that client-facing teams have the resources needed to deliver an outstanding customer experience. This role bridges the gap between client success, sales, and operations, helping to improve customer retention and satisfaction. By implementing best practices and monitoring key metrics, they contribute directly to the overall growth and efficiency of the business.

How does a client success operations manager typically collaborate with other departments to enhance the client experience?

A Client Success Operations Manager frequently works cross-functionally with teams such as Sales, Product, and Support to streamline processes that directly impact the client journey. They coordinate with Sales to ensure smooth client onboarding, collaborate with Product teams to relay client feedback for feature improvements, and partner with Support to optimize issue resolution workflows. Effective communication and proactive problem-solving are essential, as these collaborations help deliver a seamless and positive experience for clients.

What are the key skills and qualifications needed to thrive as a client success operations manager, and why are they important?

To thrive as a Client Success Operations Manager, you need expertise in customer success strategies, data analysis, process optimization, and a background in business or related fields. Familiarity with customer relationship management (CRM) systems like Salesforce, analytics tools, and experience with workflow automation platforms are typically required. Strong problem-solving abilities, communication, and stakeholder management skills make someone stand out in this position. These skills are crucial for ensuring client satisfaction, driving operational efficiency, and supporting business growth.

What is the difference between Client Success Operations Manager vs Customer Success Manager?

AspectClient Success Operations ManagerCustomer Success Manager
Primary FocusOptimizing processes, tools, and data to improve client success outcomesBuilding relationships and ensuring client satisfaction
ResponsibilitiesData analysis, process improvement, cross-department coordinationOnboarding, ongoing support, renewals, and upselling
Required SkillsAnalytics, project management, technical proficiencyCommunication, relationship management, problem-solving
Work EnvironmentCollaborative with sales, support, and product teamsDirect client interaction and relationship building

The Client Success Operations Manager focuses on streamlining processes and leveraging data to enhance client success, while the Customer Success Manager emphasizes direct client engagement and satisfaction. Both roles are essential in ensuring overall client retention and growth within organizations.

What cities in North Carolina are hiring for Client Success Operations Manager jobs?

Cities in North Carolina with the most Client Success Operations Manager job openings:

Copy of Client Success Manager

Raleigh, NC • On-site

Yodlee
1 - 5K employees
Learn more about Yodleeexternal

Other

This job post has expired today. Applications are no longer accepted.

Job description

Copy of Client Success Manager

Yodlee Raleigh, North Carolina, United States

About this position About Yodlee

Yodlee is a pioneer in financial data aggregation and data analytics. We provide our customers with the power and reach to connect to thousands of financial institutions worldwide to securely access financial information. Through our connections, tens of millions of users access their data daily to leverage valuable services provided by our customers like personal finance management, wealth management, personal/business accounting, loan applications, insights, and more.

About the role

We are seeking a Client Success Manager to oversee and grow client relationships across the Personal Finance Management, Wealth, Payments, Credit, and broader Fintech sectors. In this role, you will be responsible for protecting existing revenue, driving user adoption and engagement, and partnering with internal teams to ensure the long‑term success and satisfaction of each assigned Yodlee client.

The ideal candidate is proactive, organized, and experienced in managing a portfolio of customers through structured outreach programs, including monthly touchpoints, business reviews, and other strategic engagement activities.

What you'll do
  • Serve as a trusted advisor to both established and emerging clients, providing insights and best practices to help them maximize value from Yodlee’s products.
  • Manage post‑sales relationships to ensure customer satisfaction, retention, and long‑term success.
  • Guide clients on adoption and engagement across the full Yodlee product suite.
  • Act as an escalation point and collaborate with Client Services and Support teams to advocate for client needs.
  • Partner with internal teams—including Product, Marketing, and Professional Services—to communicate client priorities and ensure successful delivery of commitments. Lead and execute renewal discussions to maintain account revenue.
Qualifications
  • 5-10+ years of experience in Customer Success, Strategic Account Management, Consulting, Fintech, or Enterprise SaS
  • Proven track record owning large strategic client portfolios.
  • Experience driving retention, renewals, and expansion revenue.
  • Strong executive presence and ability to influence senior decision makers.
  • Experience building teams, mentoring talent, and scaling client success operations.
  • Strong analytical, communication, and problem-solving skills.
  • Experience in fintech, banking, financial services, data platforms, or SaaS is a plus
  • Strategic thinker with strong operational and commercial instincts.
About Yodlee

Yodlee is a pioneer in financial data aggregation and data analytics. We provide our customers with the power and reach to connect to thousands of financial institutions worldwide to securely access financial information. Through our connections, tens of millions of users access their data daily to leverage valuable services provided by our customers like personal finance management, wealth management, personal/business accounting, loan applications, insights, and more.

About the role

We are seeking a Client Success Manager to oversee and grow client relationships across the Personal Finance Management, Wealth, Payments, Credit, and broader Fintech sectors. In this role, you will be responsible for protecting existing revenue, driving user adoption and engagement, and partnering with internal teams to ensure the long‑term success and satisfaction of each assigned Yodlee client.

The ideal candidate is proactive, organized, and experienced in managing a portfolio of customers through structured outreach programs, including monthly touchpoints, business reviews, and other strategic engagement activities.

What you'll do
  • Serve as a trusted advisor to both established and emerging clients, providing insights and best practices to help them maximize value from Yodlee’s products.
  • Manage post‑sales relationships to ensure customer satisfaction, retention, and long‑term success.
  • Guide clients on adoption and engagement across the full Yodlee product suite.
  • Act as an escalation point and collaborate with Client Services and Support teams to advocate for client needs.
  • Partner with internal teams—including Product, Marketing, and Professional Services—to communicate client priorities and ensure successful delivery of commitments. Lead and execute renewal discussions to maintain account revenue.
Qualifications
  • 5-10+ years of experience in Customer Success, Strategic Account Management, Consulting, Fintech, or Enterprise SaS
  • Proven track record owning large strategic client portfolios.
  • Experience driving retention, renewals, and expansion revenue.
  • Strong executive presence and ability to influence senior decision makers.
  • Experience building teams, mentoring talent, and scaling client success operations.
  • Strong analytical, communication, and problem-solving skills.
  • Experience in fintech, banking, financial services, data platforms, or SaaS is a plus
  • Strategic thinker with strong operational and commercial instincts.

The pay range for this role is: 125,000 - 150,000 USD per year (Remote)

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