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Member Success Manager Jobs in Reno, NV (NOW HIRING)

KEYSTONE CPAS LLC

Client Success Manager

Reno, NV · On-site

Description Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of ... Ensure every signed engagement is assigned to the appropriate team member * Assist Project Manager ...

Keystone CPAs LLC

Client Success Manager

Reno, NV · On-site

Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role ... Ensure every signed engagement is assigned to the appropriate team member * Assist Project Manager ...

GREATER NEVADA

DIGITAL SERVICE REPRESENTATIVE

Reno, NV · On-site

$18.27 - $25.96/hr

... member success goals and the Strategic Business Plan via all channels, including but not limited to ... Effective time management skills * Problem resolution skills and experience * Optimizes work ...

UFCU

Manager Member Sales and Service

Reno, NV

General Summary (What is done and why) The Manager Member Sales & Service Center provides ... success of the Member Sales and Service Center sales goals, achieving superior member service ...

FRESH DINING CONCEPTS LLC

Team Member

Reno, NV

$14.50/hr

... success. A Team Member embodies NbC's core values and ensures every guest has a memorable ... Monitor inventory levels and notify management when replenishment is required. * Work ...

One Nevada Credit Union

Branch Manager

Reno, NV · On-site

As a Branch Manager, you'll have the opportunity to lead a talented team, build meaningful member relationships, and make a direct impact on the success of your branch and community. Apply today and ...

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Member Success Manager information

See Reno, NV salary details

$32.4K

$82.8K

$139.6K

How much do member success manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for member success manager in Reno, NV is $82,821.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,300.00 and $98,700.00 per year, depending on experience, location, and employer.

What is a member success manager?

Member Success Managers are professionals who help ensure that members of an organization, platform, or service have positive experiences and achieve their desired outcomes. They act as the main point of contact for members, addressing questions, resolving issues, and providing guidance to maximize value from the organization’s offerings. Their goal is to build strong relationships, increase member satisfaction, and promote long-term engagement and retention.

What are the key skills and qualifications needed to thrive as a member success manager?

To thrive as a Member Success Manager, you need a solid background in customer success, account management, and relationship-building, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms like Salesforce, customer engagement tools, and data analytics software is typically required. Outstanding communication, problem-solving, and empathy help you connect with members and proactively address their needs. These skills and qualities are crucial for driving member satisfaction, retention, and the overall growth of the organization.

How does a member success manager typically collaborate with other departments to enhance member experience?

Member Success Managers frequently work cross-functionally, partnering with teams such as sales, product, and customer support to address member needs holistically. They relay member feedback to product teams for improvements, coordinate with sales on onboarding and renewals, and work with support to resolve escalated issues. This collaborative approach ensures members receive comprehensive, personalized service, and helps align internal efforts toward member satisfaction and retention.

What are popular job titles related to Member Success Manager jobs in Reno, NV?

For Member Success Manager jobs in Reno, NV, the most frequently searched job titles are:

What job categories do people searching Member Success Manager jobs in Reno, NV look for?

The top searched job categories for Member Success Manager jobs in Reno, NV are:

Member Success Manager jobs near you

Client Success Manager

KEYSTONE CPAS LLC

Reno, NV • On-site

Full-time

Re-posted 27 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