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Client Success Jobs in Silver Spring, MD (NOW HIRING)

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Director of Client Success-OSW

Washington, DC · On-site

Role Summary We are seeking a passionate and strategic Director of Client Success to lead a rapidly expanding portfolio for a defense sector client. The CS Director serves as the senior executive ...

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Client Success information

See Silver Spring, MD salary details

$33.6K

$85.9K

$144.7K

How much do client success jobs pay per year?

As of Jul 17, 2026, the average yearly pay for client success in Silver Spring, MD is $85,870.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,500.00 and $102,300.00 per year, depending on experience, location, and employer.

What is a typical CSM salary?

A Customer Success Manager (CSM) salary typically ranges from $60,000 to $100,000 annually, depending on experience, location, and company size. Entry-level CSMs may earn closer to $50,000, while experienced professionals or those in high-cost areas can earn over $120,000 with bonuses and commissions included.

What are the key skills and qualifications needed to thrive as a Client Success professional, and why are they important?

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.

Will AI replace CSM?

AI is unlikely to fully replace Client Success Managers (CSMs) because their role involves complex interpersonal skills, strategic thinking, and personalized customer interactions that AI cannot replicate. Instead, AI tools are increasingly used to automate routine tasks, analyze data, and support CSMs in delivering better service. Success in this role often depends on relationship-building, communication, and problem-solving skills that complement technological tools.

What is the role of client success?

The role of client success involves ensuring that clients achieve their desired outcomes with a company's products or services. Client success professionals build relationships, provide support, and help clients maximize value, often using tools like customer relationship management (CRM) software. Their goal is to improve client retention and satisfaction through proactive engagement and problem-solving.

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 jobs pay 4000 a week without a degree?

In client success roles, high earnings of $4,000 or more per week are uncommon without significant experience, specialized skills, or certifications. Typically, such income levels are associated with senior positions, sales roles with commission, or entrepreneurial ventures rather than entry-level client success jobs. Most client success positions offer salaries below this threshold without advanced qualifications or proven performance.
What are the most commonly searched types of Client Success jobs in Silver Spring, MD? The most popular types of Client Success jobs in Silver Spring, MD are:
What job categories do people searching Client Success jobs in Silver Spring, MD look for? The top searched job categories for Client Success jobs in Silver Spring, MD are:
What cities near Silver Spring, MD are hiring for Client Success jobs? Cities near Silver Spring, MD with the most Client Success job openings:
Client Success jobs near you
Client Success Manager (Hybrid - Hampden, Baltimore)

Client Success Manager (Hybrid - Hampden, Baltimore)

CreditXpert

Baltimore, MD • On-site

Full-time

Medical, PTO

Posted 3 days ago

Job description

Job Type
Full-time
Description
Be the Reason Lenders Stay, Grow, and Win
What if your relationships directly helped more Americans get into a home?
At CreditXpert, that's not a stretch, it's the downstream impact of the work our Client Success team does every day. For over 25 years, we've been helping mortgage lenders replace guesswork with technology, and right now we're deepening those direct lender relationships in a meaningful way. That's where you come in.
This isn't a reactive, ticket-queue version of client success. This role is about becoming a trusted partner to mortgage lenders, understanding their business from the inside out, driving real platform adoption, and showing up as the expert in the room whether you're leading a quarterly business review or representing CreditXpert on the trade show floor.
Here's what makes this role different:
  • You'll own relationships with lenders who are making decisions that directly impact homeownership for millions of Americans
  • You'll sit at the intersection of sales, product, and support - with real visibility and real influence
  • You'll join a small, high-performing team where your impact is felt immediately, not buried in a headcount
  • You'll work for a company that has thrived for 25+ years without losing its builder mentality

If you come from the mortgage industry, understand how lenders think and operate, and have a track record of building lasting B2B client relationships - keep reading.
Job Overview
As CreditXpert works to develop direct relationships with mortgage lenders, the Client Success Manager will be dedicated to Lender accounts that bridges the gap between sales and product support and will support the client's success from pre-onboarding through renewal. The Client Success Manager will focus on building loyalty to ensure long-term client retention by addressing customer issues and managing performance with the goal of increasing utilization of the platform.
Essential Functions:
As the Client Success Manager, you will be responsible for taking a proactive approach to understanding the customers' business, suggesting new and innovative ways to keep them succeeding by leveraging the CreditXpert platform. An engaged Client Success Manager will be excited to...
  • Works cross functionally to ensure onboarding is successful. This requires that Client Success works to oversee and support onboarding new clients.
  • Works cross functionally to ensure onboarding is successful.
  • Fully understand the platform, its functionality, and best practices.
  • Coordinating internal and external kick-off calls to support onboarding
  • Coordinate weekly onboarding check-ins between Product, Sales, and Client Success
  • Support training engagements and successful onboarding tasks in partnership with Product Support; tracking progress and providing reporting in Hubspot
  • Dig in to understand the lenders' business needs and build relationships with key stakeholders.
  • Ensure client engagement, platform adoption, and increased utilization through structured and frequent business review meetings - likely quarterly.
  • Meet and exceed established Client Performance metrics and KPI's.
  • Leverage the Bird's-Eye-View of the Client Success role to identify challenges impacting multiple clients, forecast trends, and elevate those findings to the product team for consideration.
  • Monitor client activity, usage, and satisfaction closely and offer solutions before issues occur.
  • Handle escalated issues; dig in to understand and synthesize the challenge and communicate with internal teams to support an efficient resolution.
  • Offer solutions to pain points related to usage and find opportunities for the client to leverage the platform to expand their business.
  • Facilitate and support the Lender Renewal process.
  • Attend industry events including Trade Shows, getting Onsite, and Zoom meetings as the internal and external SME and as requested by VP and of Sales.

Job Overview
As CreditXpert works to develop direct relationships with mortgage lenders, the Client Success Manager will be dedicated to mortgage lender client accounts that bridges the gap between sales, product and support and will enable the client's success from onboarding through renewal. The Client Success Manager will focus on building loyalty to ensure long-term client retention by addressing customer issues and managing performance with the goal of increasing utilization of the platform.
Job Mission
To build strong relationships with mortgage lenders, ensuring their long-term success on the CreditXpert platform through business leader engagement, driving adoption, enhancing utilization, bringing business insights and delivering exceptional value that empowers them to better serve their customers and grow their business.
What you will do Most important responsibilities of this role
  • Build Relationships and Understand Client Needs - Gain a deep understanding of lenders' business objectives, operating model and challenges, and use this knowledge to strengthen relationships with key stakeholders and align platform capabilities to their goals.
  • Drive Platform Utilization and Renewals - Engage with clients to ensure successful adoption of the CreditXpert platform, track performance metrics, and lead structured and frequent business reviews to optimize usage and drive renewals.
  • Resolve Challenges Collaboratively - Identify and synthesize client challenges, communicate efficiently across internal teams, and deliver innovative solutions that ensure client satisfaction and operational success.

How you will do it The ideal hire will...
  • Become a platform expert: Dig in to understand and synthesize the challenge and communicate with internal teams to support an efficient resolution.
  • Proactive Engagement: Regularly meet with clients through structured business review meetings to understand their needs, recommend optimization strategies, and monitor progress toward goals.
  • Trust Building: Actively build relationships with key client stakeholders by understanding their business drivers and presenting ways to leverage the platform for growth.
  • Collaborative Problem-Solving: Handle escalated issues by digging into client challenges, synthesizing actionable insights, and working closely with cross-functional teams to implement efficient resolutions.
  • Onboarding and Training Excellence: Coordinate onboarding efforts, deliver training sessions in partnership with Product Support, and track client progress using tools such as HubSpot CRM to ensure a seamless adoption process.
  • Metric-Driven Focus: Monitor usage, satisfaction, and activity metrics to forecast trends, identify opportunities for improvement, and provide valuable feedback to the product team for ongoing enhancements.
  • Industry Representation: Represent CreditXpert at trade shows and industry events, serving as a knowledgeable advocate and subject matter expert for both the platform and clients' needs.

Requirements
Essential Functions:
As the Client Success Manager, you will be responsible for taking a proactive approach to understanding the customers' business, suggesting new and innovative ways to keep them succeeding by leveraging the CreditXpert platform. An engaged Client Success Manager will be excited to...
  • Works cross functionally to ensure onboarding is successful. This requires that Client Success works to oversee and support onboarding new clients.
  • Fully understand the platform, its functionality, and best practices.
  • Coordinating internal and external kick-off calls to support onboarding
  • Coordinate weekly onboarding check-ins between Product, Sales, and Client Success
  • Support training engagements and successful onboarding tasks in partnership with Product Support; tracking progress and providing reporting in Hubspot
  • Dig in to understand the lenders' business needs and build relationships with key stakeholders.
  • Ensure client engagement, platform adoption, and increased utilization through structured and frequent business review meetings - likely quarterly.
  • Meet and exceed established Client Performance metrics and KPI's.
  • Leverage the Bird's-Eye-View of the Client Success role to identify challenges impacting multiple clients, forecast trends, and elevate those findings to the product team for consideration.
  • Monitor client activity, usage, and satisfaction closely and offer solutions before issues occur.
  • Handle escalated issues; dig in to understand and synthesize the challenge and communicate with internal teams to support an efficient resolution.
  • Offer solutions to pain points related to usage and find opportunities for the client to leverage the platform to expand their business.
  • Facilitate and support the Lender Renewal process.
  • Attend Industry Events including Trade Shows, getting Onsite, and Zoom meetings as the internal and external SME and as requested by VP and of Sales.

Required Education and Experience
  • Minimum of 5+ years' experience managing Client Success for a SaaS product.
  • Proven success in onboarding new clients, tracking client performance, and growing and renewing accounts.
  • Deep understanding of SaaS products
  • Firm understanding of the mortgage credit industry, a plus
  • Bachelors / 4-year degree, a plus
  • HubSpot CRM experience, a plus
  • Experience in a start-up environment, a plus

Competencies, Criteria, and Attributes for Success
Job Specific Competencies:
  • Client Centric
  • Technical
  • Complex Problem Solver
  • Sense of Urgency
  • Team oriented
  • Adaptable
  • Professional
  • Detail orientation

Core Competencies...AKA the X-Factor
We hire and retain Xceptional people to join our team, do you have the X-Factor?
  • Team Player - You are a joiner that is comfortable working outside of the boundaries of your job description to support the company and team.
  • Respected - You value integrity, display leadership qualities, and you are trusted to represent the brand well - internally and externally.
  • Judiciously Courageous - You are courageous enough to judiciously speak up.
  • Composed - You are composed, respectful, and calm. Valuing outcomes over output.
  • Accountable - You own your work, decisions, and the outcomes - good or bad.
  • No Ego - You are confident without having an ego. People say you are an active listener. You delegate where necessary, knowing that you can't possibly know it all.
  • Builder Mindset - Has an open mindset. You'd consider yourself a strategic doer.
  • Focused - You easily differentiate between real problems and background noise.

Additional Details
Position Type: Full-Time
This is a full-time position that may require long hours and occasional weekend work.
Classification: Exempt
Supervisory: No
Travel: 25%
May include industry specific tradeshow participation
About CreditXpert Inc.
Some of what you can expect as an employee at CreditXpert
  • Meaningful Mission!
  • Creative, Performance Driven Culture
  • High Employee Engagement and Employee Satisfaction
  • An Incredible Workspace - great location/hassle free parking
  • Great Healthcare Benefits - most are 100% company paid
  • Generous Paid Leave(s)
  • Hybrid Work Arrangements
  • Professional Development and Tuition Assistant

Who we are
CreditXpert Inc. is a successful software company that enjoys the freedom to chart its own path. Our team is a small, close-knit community, where each person can make a big impact. We are nimble and have thrived for over 25 years in the midst of constant industry and regulatory upheaval. We believe in using our talents to make a positive impact on the world by improving the financial lives of Americans. As lifelong learners, we have a passion for change and we constantly adapt everything (our business, internal processes, tools...).
We enjoy a wide diversity of backgrounds and opinions, which can lead to passionate debates. We wear multiple hats, often stretch beyond our comfort zone, and see failure as an opportunity to learn. We have fun inventing advanced analytical solutions and creating great user experiences.
What we do
In 2000, we started a revolution by exposing the inner workings of the credit scoring industry to consumers, pioneering a new industry. Millions of people have been using our tools to take control of their credit life, gain access to better loans, and save money. More recently, we enabled the mortgage origination industry to replace guesswork with technology when trying to improve credit scores. As a result, more consumers now qualify for a mortgage at a good rate, and thousands of loan officers, mortgage lenders and other businesses can better serve their customers.
Tech Stack and Frameworks we leverage
Agile Frameworks
Systems + Tools
  • Hubspot
  • Atlassian: Jira and Confluence
  • Sigma

Compensation & Where You'll Work
We strive to create a great experience for our team, not just our customers. We want everyone to be excited about their work, fulfilled and worry-free. That's why we offer lots of autonomy, support, and the flexibility you need to balance your life. Our compensation and benefits package ensures that you can focus all your energy on creating value for our customers and the company.
Salary: $103,000 - $120,000 (commensurate with experience) base, plus performance-based annual bonus
We're based just outside of Baltimore near Hampden, and we operate on a hybrid schedule with a minimum 2 days in office per week, with the door always open for more days. Our office co

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