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Director Client Success Jobs in Nevada (NOW HIRING)

KEYSTONE CPAS LLC

Client Success Manager

Reno, NV · On-site

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.

Keystone CPAs LLC

Client Success Manager

Reno, NV · On-site

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.

Keystone CPAs LLC

Client Success Manager

Reno, NV · On-site

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.

Ernest

Director of Client Relations

Reno, NV · On-site

For over 80 years, Ernest has been committed to the success of our extended family, our customers ... Director of Client Relations (aka Director of Sales) Location: Reno, NV Sales Territory: Local ...

Ernest

Director of Client Relations

Reno, NV · On-site

Director of Client Relations (aka Director of Sales) Location: Reno, NV Sales Territory: Local ... success and that includes our clients. As we continue to grow, we're looking for a Director of ...

Braintrust

Account Director

Las Vegas, NV · On-site

$100 - $130/hr

As Account Director, you'll lead account strategy, guide an experienced team, foster cross ... Proven success managing multiple client accounts and complex marketing initiatives. * Experience ...

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All JobsClient Success JobsDirector Client Success JobsDirector Client Success Jobs in Nevada

Director Client Success information

See Nevada salary details

$39.2K

$123.7K

$182.3K

How much do director client success jobs pay per year?

As of Aug 11, 2026, the average yearly pay for director client success in Nevada is $123,658.00, according to ZipRecruiter salary data. Most workers in this role earn between $97,200.00 and $148,200.00 per year, depending on experience, location, and employer.

What is the difference between Director Client Success vs Customer Success Manager?

AspectDirector Client SuccessCustomer Success Manager
ResponsibilitiesOversees multiple client accounts, develops strategies, manages teams, and ensures overall client satisfaction at a strategic level.Manages individual client accounts, provides support, onboarding, and ensures client retention on a day-to-day basis.
Required CredentialsBachelor's degree, experience in client success, leadership skills, and often industry-specific certifications.Bachelor's degree, experience in customer service or success, strong communication skills.
Work EnvironmentLeadership role within a team, often in an office setting, collaborating with sales, marketing, and product teams.Client-facing role, working directly with customers, often in an office or remote setting.

The main difference between a Director Client Success and a Customer Success Manager lies in scope and responsibility. The Director focuses on strategic oversight and team management, while the Customer Success Manager handles individual client relationships. Both roles require relevant experience and industry knowledge, but the Director role involves higher-level planning and leadership.

What are the most commonly searched types of Client Success jobs in Nevada? The most popular types of Client Success jobs in Nevada are:
What are popular job titles related to Director Client Success jobs in Nevada? For Director Client Success jobs in Nevada, the most frequently searched job titles are:
What job categories do people searching Director Client Success jobs in Nevada look for? The top searched job categories for Director Client Success jobs in Nevada are:
What cities in Nevada are hiring for Director Client Success jobs? Cities in Nevada with the most Director Client Success job openings:
Director Client Success jobs near you
Infographic showing various Director Client Success job openings in Nevada as of August 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Remote job distribution, with an average salary of $123,658 per year, or $59.5 per hour.

Client Success Manager

KEYSTONE CPAS LLC

Reno, NV • On-site

Full-time

Re-posted 24 days ago

Job description

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
  • 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
Workflow & System Coordination
  • 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"
Client Relationship Management
  • 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
Billing & Engagement Support
  • 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
Communication & Troubleshooting
  • 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
Tools & Systems
  • HubSpot CRM
  • CCH Axcess
  • DocuSign
  • Ignition
  • Microsoft Outlook (calendar + communication management)
What Success Looks Like
  • 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
Growth Opportunity

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

Apply