Client Success Manager
Reno, NV · On-site
Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...
Client Success Manager
Reno, NV · On-site
Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...
Description Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...
Description Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...
Client Success Manager
Reno, NV · On-site
Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...
Quick apply
Client Success Manager
Reno, NV · On-site
Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...
The Client Success Manager is responsible for ensuring that Boxzooka maintains all its commitments ... The ability to work on multiple projects, manage time and meet deadlines. * Strong collaborative ...
The Client Success Manager is responsible for ensuring that Boxzooka maintains all its commitments ... The ability to work on multiple projects, manage time and meet deadlines. * Strong collaborative ...
Client Success Manager
Henderson, NV · On-site
The Client Success Manager is responsible for ensuring that Boxzooka maintains all its commitments ... The ability to work on multiple projects, manage time and meet deadlines. * Strong collaborative ...
Client Success Manager
Henderson, NV · On-site
The Client Success Manager is responsible for ensuring that Boxzooka maintains all its commitments ... The ability to work on multiple projects, manage time and meet deadlines. * Strong collaborative ...
The Client Success Manager is responsible for ensuring that Boxzooka maintains all its commitments ... The ability to work on multiple projects, manage time and meet deadlines. * Strong collaborative ...
The Client Success Manager is responsible for ensuring that Boxzooka maintains all its commitments ... The ability to work on multiple projects, manage time and meet deadlines. * Strong collaborative ...
Client Success Representative
Reno, NV · On-site
$24 - $26/hr
We are looking for a Client Success Representative to be based at our Reno NV reporting to the ... Applying problem solving techniques and project management methods to maintain strong client ...
Client Success Representative
Reno, NV · On-site
$24 - $26/hr
We are looking for a Client Success Representative to be based at our Reno NV reporting to the ... Applying problem solving techniques and project management methods to maintain strong client ...
Client Success Manager
Las Vegas, NV · On-site
Client Success Manager Las Vegas, NV Full Time Interested in working in the digital sales arm of a large media and digital company? Entravision offers our clients digital agency services across SEM, ...
Client Success Manager
Las Vegas, NV · On-site
Client Success Manager Las Vegas, NV Full Time Interested in working in the digital sales arm of a large media and digital company? Entravision offers our clients digital agency services across SEM, ...
... client prospect research * Work with AEs and clients to gather campaign assets and information * Other duties as assigned to support Digital Sales Manager
... client prospect research * Work with AEs and clients to gather campaign assets and information * Other duties as assigned to support Digital Sales Manager
... client prospect research * Work with AEs and clients to gather campaign assets and information * Other duties as assigned to support Digital Sales Manager
... client prospect research * Work with AEs and clients to gather campaign assets and information * Other duties as assigned to support Digital Sales Manager
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 ...
This role must effectively integrate capabilities in client management and project management, collaborating with Operations, Technology, Program Integrity, and other Client Success staff to execute ...
This role must effectively integrate capabilities in client management and project management, collaborating with Operations, Technology, Program Integrity, and other Client Success staff to execute ...
Ability to manage multiple agency accounts and projects simultaneously. * Experience in client success, sales development, or a related field. * Strong interpersonal and communication skills to ...
Quick apply
Ability to manage multiple agency accounts and projects simultaneously. * Experience in client success, sales development, or a related field. * Strong interpersonal and communication skills to ...
Customer Success is crucial for building strong customer relationships. We're looking for someone ... Manage account documentation, including reports and recommendations. * Handle post-sale account ...
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Customer Success is crucial for building strong customer relationships. We're looking for someone ... Manage account documentation, including reports and recommendations. * Handle post-sale account ...
Project Manager
Las Vegas, NV · On-site
The Project Manager is responsible for leading cross-functional teams to deliver complex projects ... or project success. Client Engagement * Serve as the primary point of contact for clients ...
Project Manager
Las Vegas, NV · On-site
The Project Manager is responsible for leading cross-functional teams to deliver complex projects ... or project success. Client Engagement * Serve as the primary point of contact for clients ...
Build strong client relationships and deliver projects on time Qualifications: * Proven commercial ... success.
Quick apply
Build strong client relationships and deliver projects on time Qualifications: * Proven commercial ... success.
When our people succeed and fuel our success, we reward them. We'd love to have you as a ... Liaison with primary client and A/E to facilitate construction activities * Under the direction of ...
Quick apply
When our people succeed and fuel our success, we reward them. We'd love to have you as a ... Liaison with primary client and A/E to facilitate construction activities * Under the direction of ...
Project management is a cornerstone of our success, and we're looking for an exceptional Project ... Translate client business goals into actionable plans, deliverables, and digital strategies
Project management is a cornerstone of our success, and we're looking for an exceptional Project ... Translate client business goals into actionable plans, deliverables, and digital strategies
When our people succeed and fuel our success, we reward them. We'd love to have you as a ... Liaison with primary client and A/E to facilitate construction activities * Under the direction of ...
When our people succeed and fuel our success, we reward them. We'd love to have you as a ... Liaison with primary client and A/E to facilitate construction activities * Under the direction of ...
Project Manager
Reno, NV · On-site
When our people succeed and fuel our success, we reward them. We'd love to have you as a ... Liaison with primary client and A/E to facilitate construction activities * Under the direction of ...
Project Manager
Reno, NV · On-site
When our people succeed and fuel our success, we reward them. We'd love to have you as a ... Liaison with primary client and A/E to facilitate construction activities * Under the direction of ...
Client Success Project Manager information
What are the key skills and qualifications needed to thrive as a Client Success Project Manager, and why are they important?
To thrive as a Client Success Project Manager, you need a strong background in project management, client relations, and a relevant bachelor's degree, often supplemented by experience in customer-facing roles. Familiarity with project management tools (such as Asana, Trello, or Jira), CRM systems, and certifications like PMP or CSM are commonly required. Excellent communication, problem-solving, and relationship-building skills help you manage client expectations and drive project success. These competencies are crucial for ensuring projects are delivered on time, clients remain satisfied, and long-term partnerships are fostered.
How does a Client Success Project Manager typically balance client expectations with project deliverables?
Client Success Project Managers play a crucial role in ensuring that client needs are met while also keeping projects on track and within scope. This often involves setting clear communication channels, proactively managing timelines, and regularly updating clients on progress or potential roadblocks. They work closely with cross-functional teams, such as sales, product, and support, to align client goals with achievable deliverables and ensure a smooth project lifecycle. Strong relationship-building skills and the ability to manage multiple priorities are essential for success in this role.
What does a Client Success Project Manager do?
A Client Success Project Manager is responsible for ensuring that clients achieve their desired outcomes while using a company’s products or services. They act as the main point of contact between the client and the company, coordinating project timelines, managing deliverables, and addressing any concerns or issues that arise. Their role combines elements of project management and customer relationship management, aiming to enhance client satisfaction, retention, and long-term success.
What is the difference between Client Success Project Manager vs Customer Success Manager?
| Aspect | Client Success Project Manager | Customer Success Manager |
|---|---|---|
| Primary Focus | Managing client projects, ensuring delivery and implementation | Building ongoing relationships, ensuring customer satisfaction |
| Certifications | Project management certifications (PMP, CAPM) | Customer success or account management certifications |
| Work Environment | Collaborates with project teams, handles timelines | Engages directly with clients, focuses on retention |
| Industry Usage | Common in SaaS, IT, consulting | Common in SaaS, tech, service industries |
While both roles aim to enhance client satisfaction, the Client Success Project Manager primarily manages specific projects and deliverables, whereas the Customer Success Manager focuses on long-term client relationships and retention. Understanding these differences helps organizations assign the right roles for client success initiatives.
What are popular job titles related to Client Success Project Manager jobs in Nevada? For Client Success Project Manager jobs in Nevada, the most frequently searched job titles are:
What job categories do people searching Client Success Project Manager jobs in Nevada look for? The top searched job categories for Client Success Project Manager jobs in Nevada are:
What cities in Nevada are hiring for Client Success Project Manager jobs? Cities in Nevada with the most Client Success Project Manager job openings:
Full-time
Posted 11 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
This role offers a clear path into more client-facing advisory work, operations leadership, or project management within Keystone.
Requirements
Key Skills & Qualifications
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
- 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