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Client Success Jobs in Naples, FL (NOW HIRING)

NVA

Client Services Representative

Naples, FL · On-site

$15 - $20.50/hr

Client Service Representative |Animal Oasis Veterinary Hospital 2700 Immokalee Rd, Suite 16, Naples, FL 34110 Join a Supportive Veterinary Team Focused on Exceptional Client Care Animal Oasis ...

NVA

Client Services Representative

Naples, FL · On-site

$15 - $20.50/hr

Client Service Representative Animal Oasis Veterinary Hospital 2700 Immokalee Rd, Suite 16, Naples, FL 34110 Join a Supportive Veterinary Team Focused on Exceptional Client Care Animal Oasis ...

KnitWell Group

Client Specialist

Naples, FL · On-site

We Win as a team and are dedicated to ensuring and applauding each other's success. * We Encourage creativity, innovation and smart risk-taking. * We are Committed to building relationships with our ...

KnitWell Group

Client Specialist

Estero, FL · On-site

We W in as a team and are dedicated to ensuring and applauding each other's success. * We E ncourage creativity, innovation and smart risk-taking. * We are C ommitted to building relationships with ...

NVA

Client Services Representative

Naples, FL · On-site

$15 - $20.50/hr

Client Relations, Answering phones, scheduling appointments, greeting clients in a warm manner, taking payment after services, daily reports, light cleaning duties, filing and organizing, hands on ...

Professions Inc

Private Wealth Advisor

Naples, FL

Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities ...

Moors & Cabot Inc

Financial Advisor

Naples, FL · On-site

Maintenance and growth of client relationships and book of business * Adherence to and limiting compliance risk and liability * Overall success and satisfaction of team, as applicable Minimum ...

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Showing results 21-40

All JobsClient Success JobsClient Success Jobs in Naples, FL

Client Success information

See Naples, FL salary details

$30.6K

$78.2K

$131.9K

How much do client success jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client success in Naples, FL is $78,232.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $93,200.00 per year, depending on experience, location, and employer.

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 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 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 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 most commonly searched types of Client Success jobs in Naples, FL? The most popular types of Client Success jobs in Naples, FL are:
What job categories do people searching Client Success jobs in Naples, FL look for? The top searched job categories for Client Success jobs in Naples, FL are:
What cities near Naples, FL are hiring for Client Success jobs? Cities near Naples, FL with the most Client Success job openings:
Client Success jobs near you
Infographic showing various Client Success job openings in Naples, FL as of August 2026, with employment types broken down into 78% Full Time, 18% Part Time, and 4% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $78,232 per year, or $37.6 per hour.

New Client Account Specialist - Onboarding

Equity Trust

Fort Myers, FL • On-site

Full-time

Posted 22 days ago

Job description

*This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.

JOB OVERVIEW:
The New Client Accounts Specialist - Onboarding serves as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives to enhance and expand client relationships to improve client satisfaction, and provides additional opportunities or education related to ETC products and services available. This role often works cross functionally with the Sales, Client Services, and Operations teams to strengthen client loyalty, referrals, and retention.

RESPONSIBILITIES & DUTIES:
  • Maintains a strong understanding of the alternative investments our clients prefer including but not limited to: Private Funds, Commercial Real Estate, Venture Capital, Angel Investing and more.
  • Efficiently and proactively manages client correspondence (incoming calls, emails, chats, and client visits).
  • Reaches out to prospective clients via phone call, text, and/or email to provide support with application.
  • Answers client questions regarding IRA rules and our IRA set up process.
  • Assists with existing channels of referrals and current relationships to identify ways to build new business and deepen relationships.
  • Ensures that new clients are successfully transitioned into our service department upon completing the new account onboarding process.
  • Utilizes Salesforce to keep all transaction and case statuses updated, also logging all communication.
  • Builds and maintains relationships with account holders and referral sources.
  • Collaborates with the management team for special events or meetings.
  • Works across departments to assist with special projects, as necessary.
  • Attends industry trade shows, seminars, conferences, and networking events on occasion (some nights/weekends may be required).
  • Follows assigned work schedule with regular and predictable attendance.
  • Perform other duties as assigned.

QUALIFICATIONS:
  • Bachelor’s Degree required or 2+ years of relevant work experience.
  • 2 years of experience in the financial sector, specifically working with advisers, financial planning, asset management programs, and private placement funds.
  • Excellent verbal and written communication skills.
  • In person interaction that includes actively collaborating with colleagues and participating in team or company meetings.
PROFESSIONAL CERTIFICATIONS:
  • None.

TECHNICAL SKILLS:
To be successful in this role, you should have experience with and an understanding of the following:
  • Proficient in Microsoft Office Suite.

CULTURAL COMPETENCIES:
In addition to our core company competencies of Excellence, Passion, Integrity, and Collaboration, a successful candidate in this role should exhibit the following behavioral competencies:
  • Attention to Detail & Accuracy: Consistently produces accurate work in transaction processing and data entry while maintaining high quality standards.
  • Client Focus & Communication: Responds promptly to client needs, provides clear and professional communication, and follows through on commitments.
  • Accountability & Time Management: Takes ownership of assigned work, manages competing priorities effectively, and meets service level agreements consistently.
  • Adaptability & Learning: Embraces new processes and systems, seeks opportunities to expand knowledge, and adjusts to changing work demands.
  • Collaboration & Teamwork: Works effectively with colleagues across departments, shares knowledge, and contributes to team success.

PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.