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 ...
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
MEMBER SUCCESS REPRESENTATIVE - MINDEN
Minden, NV · On-site
$18.26 - $25.96/hr
Member Success Representative (MSR) is a dedicated advocate for member loyalty, committed to ... Relationship management Physical Demands * While performing the duties of your job, you may ...
MEMBER SUCCESS REPRESENTATIVE - MINDEN
Minden, NV · On-site
$18.26 - $25.96/hr
Member Success Representative (MSR) is a dedicated advocate for member loyalty, committed to ... Relationship management Physical Demands * While performing the duties of your job, you may ...
MEMBER SUCCESS REPRESENTATIVE - MINDEN
Minden, NV · On-site
$18.26 - $25.96/hr
Member Success Representative (MSR) is a dedicated advocate for member loyalty, committed to ... Relationship management Physical Demands * While performing the duties of your job, you may ...
MEMBER SUCCESS REPRESENTATIVE - MINDEN
Minden, NV · On-site
$18.26 - $25.96/hr
Member Success Representative (MSR) is a dedicated advocate for member loyalty, committed to ... Relationship management Physical Demands * While performing the duties of your job, you may ...
DIGITAL SERVICE REPRESENTATIVE
$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 ...
DIGITAL SERVICE REPRESENTATIVE
$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 ...
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 ...
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 ...
Account Manager - State Farm Agent Team Member
Minden, NV · On-site
$50K - $60K/yr
... success. We're looking for people who are self-motivated, driven, and eager to grow. The ... As Account Manager - State Farm Agent Team Member for Jake Johnston - State Farm Agent, you are ...
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Account Manager - State Farm Agent Team Member
Minden, NV · On-site
$50K - $60K/yr
... success. We're looking for people who are self-motivated, driven, and eager to grow. The ... As Account Manager - State Farm Agent Team Member for Jake Johnston - State Farm Agent, you are ...
Account Manager - State Farm Agent Team Member
Reno, NV · On-site
$60K - $80K/yr
As Account Manager - State Farm Agent Team Member for Christina Kantrud - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through ...
Quick apply
Account Manager - State Farm Agent Team Member
Reno, NV · On-site
$60K - $80K/yr
As Account Manager - State Farm Agent Team Member for Christina Kantrud - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through ...
Account Manager - State Farm Agent Team Member
Reno, NV · On-site
$40K - $60K/yr
As Account Manager - State Farm Agent Team Member for Jim Tatro - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful ...
Quick apply
Account Manager - State Farm Agent Team Member
Reno, NV · On-site
$40K - $60K/yr
As Account Manager - State Farm Agent Team Member for Jim Tatro - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful ...
Account Manager - State Farm Agent Team Member
Carson City, NV · On-site
$65K - $85K/yr
As Account Manager - State Farm Agent Team Member for Nicole Williams - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful ...
Quick apply
Account Manager - State Farm Agent Team Member
Carson City, NV · On-site
$65K - $85K/yr
As Account Manager - State Farm Agent Team Member for Nicole Williams - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful ...
Account Manager - State Farm Agent Team Member
Reno, NV · On-site
$40K - $100K/yr
... Manager (State Farm Agent Team Member). We're looking for an energetic professional who enjoys ... Focus on long-term client success by improving the likelihood of referrals, renewals, and ...
Quick apply
Account Manager - State Farm Agent Team Member
Reno, NV · On-site
$40K - $100K/yr
... Manager (State Farm Agent Team Member). We're looking for an energetic professional who enjoys ... Focus on long-term client success by improving the likelihood of referrals, renewals, and ...
Team Member
Reno, NV · On-site
$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 ...
Team Member
Reno, NV · On-site
$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 ...
Account Manager - State Farm Agent Team Member
Reno, NV · On-site
$60K - $80K/yr
As Account Manager - State Farm Agent Team Member for Christina Kantrud - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through ...
Account Manager - State Farm Agent Team Member
Reno, NV · On-site
$60K - $80K/yr
As Account Manager - State Farm Agent Team Member for Christina Kantrud - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through ...
Team Member
$14 - $14.75/hr
Summary The Team Member is responsible and accountable for performing specific tasks and duties ... management team and is not insubordinate - Contributes to the restaurant's success by accomplishing ...
Quick apply
Team Member
$14 - $14.75/hr
Summary The Team Member is responsible and accountable for performing specific tasks and duties ... management team and is not insubordinate - Contributes to the restaurant's success by accomplishing ...
Account Manager - State Farm Agent Team Member
Reno, NV · On-site
$40K - $60K/yr
As Account Manager - State Farm Agent Team Member for Jim Tatro - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful ...
Account Manager - State Farm Agent Team Member
Reno, NV · On-site
$40K - $60K/yr
As Account Manager - State Farm Agent Team Member for Jim Tatro - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful ...
Every day, we leverage innovative technology and member-first thinking to help our over 1,700,000 ... Our Thrivers are the backbone of our success and that success has created an exciting employment ...
Every day, we leverage innovative technology and member-first thinking to help our over 1,700,000 ... Our Thrivers are the backbone of our success and that success has created an exciting employment ...
Outbound Operations Manager
Reno, NV · On-site
Every day, we leverage innovative technology and member-first thinking to help our over 1,700,000 ... Our Thrivers are the backbone of our success and that success has created an exciting employment ...
Outbound Operations Manager
Reno, NV · On-site
Every day, we leverage innovative technology and member-first thinking to help our over 1,700,000 ... Our Thrivers are the backbone of our success and that success has created an exciting employment ...
Account Manager - State Farm Agent Team Member
Carson City, NV · On-site
$65K - $85K/yr
As Account Manager - State Farm Agent Team Member for Nicole Williams - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful ...
Account Manager - State Farm Agent Team Member
Carson City, NV · On-site
$65K - $85K/yr
As Account Manager - State Farm Agent Team Member for Nicole Williams - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful ...
... success and in executing our mission to exceed standards and expectations. Benefits: * Tips ... Support various restaurant functions, such as cashiering or cleaning, as directed by management.
... success and in executing our mission to exceed standards and expectations. Benefits: * Tips ... Support various restaurant functions, such as cashiering or cleaning, as directed by management.
Member Success Manager information
See Reno, NV salary details
$32.4K - $42.1K
4% of jobs
$42.1K - $51.9K
10% of jobs
$58.7K is the 25th percentile. Wages below this are outliers.
$51.9K - $61.6K
16% of jobs
$61.6K - $71.4K
15% of jobs
The median wage is $75.1K / yr.
$71.4K - $81.1K
14% of jobs
$81.1K - $90.9K
14% of jobs
$93.6K is the 75th percentile. Wages above this are outliers.
$90.9K - $100.6K
10% of jobs
$100.6K - $110.4K
10% of jobs
$110.4K - $120.1K
4% of jobs
$120.1K - $129.8K
2% of jobs
$129.8K - $139.6K
2% of jobs
$32.4K
$82.8K
$139.6K
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What are Member Success Managers?
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Posted 6 days ago
Job description
Description
Client Success Manager (CSM)Location: Reno, NV (Onsite)
Reports To: Director of Operations
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 ResponsibilitiesClient 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
- 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"
- 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
- 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
- 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
- HubSpot CRM
- CCH Axcess
- DocuSign
- Ignition
- Microsoft Outlook (calendar + communication management)
- 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
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