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Client Success Jobs in Groton, CT (NOW HIRING)

TalentLink Solutions

Financial Advisor

Essex, CT · On-site

$80K - $120K/yr

  • Retirement

In a small firm, demonstrates a willingness to jump in wherever needed to keep the team on track and ensure client success. * Empowered: Creates an environment where clients and team members feel ...

Retirement Income Source

Client Service Advisor

Westbrook, CT · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... success in sales, client acquisition, or revenue-generating positions Technology Expertise: • Proficiency with CRM systems (e.g., Salesforce) and financial planning software • Comfortable using ...

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Showing results 21-40

All JobsClient Success JobsClient Success Jobs in Groton, CT

Client Success information

See Groton, CT salary details

$32.3K

$82.6K

$139.2K

How much do client success jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client success in Groton, CT is $82,596.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,200.00 and $98,400.00 per year, depending on experience, location, and employer.

What is client success?

Client Success refers to a role or department within a company that is dedicated to ensuring customers achieve their desired outcomes while using a product or service. Professionals in Client Success act as liaisons between the company and its clients, focusing on building strong relationships, providing ongoing support, and helping clients maximize the value of their purchase. Their responsibilities often include onboarding, training, addressing concerns, and identifying opportunities to enhance customer satisfaction and retention. The ultimate goal of Client Success is to foster long-term client loyalty and drive business growth.

What are the key skills and qualifications needed to thrive as a client success professional?

To thrive as a Client Success professional, you need strong relationship management skills, problem-solving ability, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM platforms like Salesforce or HubSpot and proficiency in customer support tools are typically required. Exceptional communication, active listening, and empathy help you build trust and effectively address client needs. These skills are crucial for ensuring client satisfaction, retention, and long-term business growth.

What are some common challenges faced by client success professionals and how can they be addressed?

Client Success professionals often face challenges such as managing high client expectations, balancing multiple accounts, and ensuring clear communication between clients and internal teams. Addressing these challenges involves proactive communication, effective time management, and developing a deep understanding of the client's business needs. Building strong relationships and regularly soliciting feedback can help prevent misunderstandings and foster long-term client satisfaction.

What is the difference between Client Success vs Customer Support?

AspectClient SuccessCustomer Support
Primary FocusProactively ensuring client satisfaction and long-term successReactively resolving immediate issues and technical problems
Work EnvironmentStrategic, relationship-driven, often involves onboarding and account managementOperational, troubleshooting, and technical assistance
Required SkillsCommunication, relationship management, strategic planningTechnical knowledge, problem-solving, customer service skills

While both roles aim to improve customer experience, Client Success focuses on building long-term relationships and ensuring clients achieve their goals, whereas Customer Support addresses immediate technical issues and troubleshooting. Understanding these differences helps organizations assign the right roles to enhance customer satisfaction and retention.

What are the most commonly searched types of Client Success jobs in Groton, CT?

The most popular types of Client Success jobs in Groton, CT are:

What job categories do people searching Client Success jobs in Groton, CT look for?

The top searched job categories for Client Success jobs in Groton, CT are:

What cities near Groton, CT are hiring for Client Success jobs?

Cities near Groton, CT with the most Client Success job openings:

Client Success jobs near you

Client Relations Representative - Westbrook, CT

Retirement Income Source

Westbrook, CT • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 22 days ago

Job description

Job Type
Full-time
Description
POSITION: Client Relations Representative
Location: Westbrook, CT
Schedule: M-F from 8:30 - 5:00pm (onsite + local travel)
FLSA Classification: Non-Exempt
Who We Are
At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.
We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.
Position Summary
This is a sales development and client relationship role, not a passive administrative position as the Advisor's territory grows into expanding markets.
The Client Relations Representative (CRR) is responsible for:
  • Driving appointment generation from warm and event-based leads
  • Executing and supporting 8-10 marketing events per quarter
  • Initiating new client onboarding paperwork with precision
  • Owning outreach metrics and performance goals

You will work directly alongside the Advisor to expand market presence across Londonderry, NH, and Leominster, MA. This role includes local travel between offices and event venues (mileage reimbursed). Success in this position directly impacts revenue growth.
Key Responsibilities
Sales Development & Appointment Setting
  • Execute outbound follow-up on workshop attendees, seminar leads, and internal marketing lists
  • Secure a minimum of 6+ first-time kept advisor appointments per week
  • Reactivate dormant leads and no-shows
  • Maintain persistent follow-up cadence until leads are booked, declined, or disqualified
  • Track and report KPIs including: Outreach volume, Appointments set, Show rate, Conversion rate
  • Log all activity in CRM (Redtail) same day
  • Maintain high-energy phone presence with strong closing capability

Approximately 70% of this role is phone-based sales activity.
Marketing & Event Execution (8-10 Per Quarter)
In partnership with the Advisor and Marketing team:
  • Scout and recommend venues
  • Coordinate contracts and approvals
  • Manage RSVPs and confirmations
  • Oversee check-in and event-day logistics
  • Conduct same-day or next-day follow-up to maximize appointment conversion
  • Collaborate on additional initiatives (e.g., lunch & learns)

This role requires comfort engaging prospects face-to-face at public events.
Client Service & Onboarding Support
• Initiate new client onboarding paperwork
• Accurately prepare applications, transfer forms, and client profile documentation
• Submit complete documentation to the New Business team (Westbrook office)
• Ensure compliance and accuracy in all paperwork (this role submits - does not manage follow-up processing)
• Coordinate Advisor calendars for efficiency
• Maintain professional office and reception presence
Requirements
Must-Have Qualifications
Background and Experience:
  • Minimum 2 years of sales or business development experience, with demonstrated ownership of KPIs and measurable performance results.
  • Associate's or Bachelor's degree in Business, Finance, or a related field preferred, but not required
  • Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
  • Exceptional attention to detail, with strong organizational and time management abilities
  • Strong communication skills and confidence in engaging prospects at events and over the phone.

Technology Expertise:
  • CRM experience and proficiency in Microsoft Office Suite.
Physical & Work Environment Requirements
  • Office-based role with travel to events and satellite offices, occasional evening or Saturday coverage (mileage reimbursement provided)
  • Ability to work at a desk for extended periods and lift up to 10 pounds.
Benefits
We're proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
  • 100% employer-covered medical benefits and an HRA account
  • Dental & vision plans
  • Short and long-term disability insurance
  • PTO + 10 NYSE company holidays per year
  • 401K with company match program
  • Free onsite parking
  • Company-provided laptop and required technology

Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.

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