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Manager Of Client Success Jobs in Boca Raton, FL

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Client Success Manager

West Palm Beach, FL · On-site

$65 - $95/hr

... Client Success Manager t o drive the day-to-day operational execution behind our client ... This role is assigned to a dedicated book of accounts and sits at the operational center of the ...

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Manager Of Client Success information

See Boca Raton, FL salary details

$30.7K

$78.6K

$132.5K

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

As of Sep 5, 2026, the average yearly pay for manager of client success in Boca Raton, FL is $78,588.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,300.00 and $93,700.00 per year, depending on experience, location, and employer.

What does a manager of client success do?

A Manager of Client Success oversees teams that ensure clients achieve their desired outcomes while using a company's products or services. They focus on building positive relationships with clients, addressing any concerns, and identifying opportunities for growth or improvement. Their responsibilities include onboarding new clients, monitoring client satisfaction, providing support, and collaborating with sales or product teams to enhance the client experience. Ultimately, their goal is to increase client retention and drive business success through strong client partnerships.

What are the key skills and qualifications needed to thrive as a manager of client success, and why are they important?

To thrive as a Manager of Client Success, you need expertise in customer relationship management, problem-solving, and a solid understanding of your company's products or services, often supported by a bachelor's degree in business or a related field. Familiarity with CRM platforms like Salesforce, customer support software, and data analytics tools is typically required. Outstanding communication, leadership, and conflict-resolution skills help build trust and motivate both clients and internal teams. These abilities drive client satisfaction and retention, which are crucial for long-term business growth and success.

What are some common challenges faced by a manager of client success, and how can they be addressed?

A Manager of Client Success often encounters challenges such as balancing the needs of multiple clients, ensuring consistent communication, and aligning client expectations with company capabilities. To address these, effective prioritization, clear communication protocols, and setting transparent expectations early on are key. Regular team meetings and collaboration with sales, support, and product teams also help proactively resolve issues and foster a positive client experience.

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

AspectManager Of Client SuccessCustomer Success Manager
Primary FocusOversees client relationships, strategic account management, and team leadershipManages individual customer accounts, onboarding, and support
ResponsibilitiesDevelops client success strategies, manages client retention, and leads client success teamsEnsures customer satisfaction, onboarding, and product adoption at the account level
Work EnvironmentTypically in B2B SaaS or enterprise software companies, managing teamsOften in SaaS, tech, or service industries, directly engaging with clients
Required CredentialsExperience in account management, leadership skills, possibly relevant certificationsCustomer service experience, communication skills, familiarity with CRM tools

The Manager Of Client Success focuses on leading teams and developing strategies for client retention, while the Customer Success Manager handles direct client interactions and account management. Both roles aim to improve customer satisfaction but differ in scope and responsibilities.

What are the most commonly searched types of Of Client Success jobs in Boca Raton, FL?

The most popular types of Of Client Success jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Manager Of Client Success jobs?

Cities near Boca Raton, FL with the most Manager Of Client Success job openings:

Manager Of Client Success jobs near you

Client Success Manager

SmartX Advisory Solutions

West Palm Beach, FL • On-site

Full-time

Posted 23 days ago

Key responsibilities

  • Serve as the day-to-day operational point of contact for an assigned book of accounts, coordinating between internal teams and clients.

  • Track and manage open action items, initiatives, and commitments, following up until completion.

  • Monitor account activity, prepare status materials, and support scheduling for client meetings and reviews.

Job description

Opportunity

SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking a Client Success Manager to drive the day-to-day operational execution behind our client relationships across Enterprise and Independent RIA firms, FinTech companies, Asset Managers, TAMPs, and Custodians. This role is assigned to a dedicated book of accounts and sits at the operational center of the client experience — coordinating between the VP, Client Strategy & Success, the Onboarding team, and Client Support to keep processes, communications, and initiatives moving without friction.

The Client Success Manager acts as the connective tissue for the account: translating strategic direction into action, tracking commitments through to closure, and surfacing issues before they become escalations. This role partners closely with the VP, Client Strategy & Success, absorbing the operational and coordination workload so the VP can stay focused on relationship strategy, executive engagement, and growth planning.

Position Requirements

  • Strong project and process management skills, with the ability to track multiple concurrent workstreams, deliverables, and deadlines across accounts.
  • Working knowledge of Managed Accounts, UMAs, TAMPs, and FinTech platform concepts sufficient to coordinate accurately across technical, onboarding, and support teams.
  • Comfort operating inside ticketing and workflow systems (e.g., Jira, Confluence) to log requests, track status, and maintain a clear audit trail of client activity.
  • Excellent written and verbal communication skills, with the ability to translate technical or operational detail into clear updates for clients and internal stakeholders alike.
  • Strong follow-through and attention to detail; able to hold open items accountable across teams without needing constant prompting.
  • Demonstrated ability to identify process gaps and design practical solutions, with a bias toward automation and AI-enabled tools to streamline account operations, reporting, and communications.
  • Comfort working across organizational lines — Onboarding, Client Support, Product, and Operations — without formal authority over those teams, relying on clarity, follow-up, and relationship-building to keep work moving.
  • A proactive, "no dropped balls" mindset — someone who notices gaps in process or communication and closes them before they affect the client.
  • Bachelor's degree.
  • 3–5+ years of experience in client success, account management, implementation, or operations roles, ideally within financial services or FinTech.

Responsibilities

  • Serve as the day-to-day operational point of contact for an assigned book of accounts, working in close coordination with the VP, Client Strategy & Success.
  • Bridge communication and hand-offs between the Onboarding team, Client Support, and the client — ensuring nothing falls into a gap between teams.
  • Track and manage open action items, initiatives, and commitments for each assigned account, following up until items are closed out.
  • Monitor the status of onboarding requests, support tickets, and pricing or contract items in flight, and provide the VP with a clear, current picture of account activity.
  • Prepare account status materials, agendas, and briefing notes to support the VP's client meetings and business reviews — allowing the VP to walk in focused on strategy rather than status-gathering.
  • Help coordinate scheduling and logistics for client meetings, business reviews, and cross-functional working sessions.
  • Maintain visibility into client requests and tickets logged by Client Support and Onboarding (e.g., Jira/CSRI, IPO, support queues), ensuring accurate documentation and follow-through to resolution.
  • Escalate emerging risks or delays to the VP, Client Strategy & Success proactively, with enough context to support a fast decision.
  • Identify recurring operational pain points across assigned accounts and propose or build automation and AI-enabled solutions to reduce manual work and improve response time.
  • Maintain up-to-date account documentation, activity logs, and health/status tracking for assigned accounts.
  • Support the VP in preparing for and following up on executive-level interactions — managing the operational thread so strategic conversations stay uninterrupted by administrative follow-up.
  • Partner with Product, Operations, and Client Support to drive resolution of client issues and communicate outcomes back to the client and the VP.
  • Identify recurring process gaps across accounts and recommend operational improvements to the Client Success team.

Reporting Relationship

The Client Success Manager works in close partnership with the VP, Client Strategy & Success, serving in a dedicated support capacity for assigned accounts. This role does not own account strategy or executive relationship management — those remain with the VP — but is accountable for the operational execution, coordination, and communication that make the strategy real day to day.

About SMArtX Advisory Solutions

Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology firm creating breakthrough innovations in the wealth management industry. We offer a professional yet relaxed work environment where dynamic individuals thrive.