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Client Success Project Manager Jobs in Boca Raton, FL

Hire Virtue

Project Manager

Boca Raton, FL

Resolve operational challenges and remove barriers impacting project success. Project Management ... Client & Stakeholder Management: * Serve as the primary point of contact for utility clients ...

Ylopo

Junior Client Success Manager

Fort Lauderdale, FL

$50K - $55K/yr

... our Client Success Team as an Entry-Level Client Success Manager (internally known as a Ylopo ... Strong project coordination skills * Strong written and verbal communication skills, ability to ...

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All JobsClient Success Project Manager JobsClient Success Project Manager Jobs in Boca Raton, FL

Client Success Project Manager information

See Boca Raton, FL salary details

$36.5K

$97.4K

$153.7K

How much do client success project manager jobs pay per year?

As of Jun 27, 2026, the average yearly pay for client success project manager in Boca Raton, FL is $97,442.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $116,700.00 per year, depending on experience, location, and employer.

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 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 is the difference between Client Success Project Manager vs Customer Success Manager?

AspectClient Success Project ManagerCustomer Success Manager
Primary FocusManaging client projects, ensuring delivery and implementationBuilding ongoing relationships, ensuring customer satisfaction
CertificationsProject management certifications (PMP, CAPM)Customer success or account management certifications
Work EnvironmentCollaborates with project teams, handles timelinesEngages directly with clients, focuses on retention
Industry UsageCommon in SaaS, IT, consultingCommon 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 Boca Raton, FL? For Client Success Project Manager jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Client Success Project Manager jobs in Boca Raton, FL look for? The top searched job categories for Client Success Project Manager jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Client Success Project Manager jobs? Cities near Boca Raton, FL with the most Client Success Project Manager job openings:
Client Success Project Manager jobs near you
Client Success Associate

Client Success Associate

SmartX Advisory Solutions

West Palm Beach, FL • On-site

Full-time

Posted 25 days ago

Job description

Client Success Associate


Opportunity
SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate to join our expanding team. This role offers the opportunity to take meaningful steps to grow in your career path while gaining valuable experience in financial services, client success, and investment technology.


As a Client Success Associate, you will provide support to our advisors, brokers, and wealth management clients while gaining hands-on experience with the SMArtX platform. You’ll learn how to onboard new clients, resolve inquiries, and collaborate with internal teams to deliver exceptional client experiences. This role is ideal for someone who is proactive, detail-oriented, and passionate about helping others succeed.


Responsibilities



  • Support the onboarding process for new clients, ensuring smooth adoption of the SMArtX platform.

  • Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications.

  • Assist with account setup, maintenance, and documentation updates.

  • Collaborate with internal teams (trading, operations, technology) to resolve client issues.

  • Conduct basic client trainings and support workshops to improve platform utilization.

  • Track and log client feedback, escalating recurring issues to senior team members.

  • Maintain and contribute to training materials, FAQs, and support documentation.

  • Build strong client relationships through consistent follow-up and proactive communication.


Qualifications



  • Bachelor’s degree preferred (Business, Finance, or related field a plus).

  • 0–1 year of professional experience; internships, part-time roles, or academic projects in financial services, technology, or customer service are a plus.

  • Strong communication and interpersonal skills.

  • Highly organized, detail-oriented, and able to manage multiple priorities.

  • Comfortable learning new technology platforms and processes quickly.

  • Proficient in Microsoft Office Suite, including Microsoft Excel.

  • Team-oriented, proactive, and eager to grow in a client-facing career.


Why Join SMArtX?


Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. We offer a professional yet relaxed atmosphere where motivated individuals thrive, learn, and grow alongside a team of dynamic professionals.

Employment Type: FULL_TIME

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