Description Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...
Description Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...
Client Success Manager
Reno, NV · On-site
Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...
Client Success Manager
Reno, NV · On-site
Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...
Client Success Manager
Reno, NV · On-site
Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...
Quick apply
Client Success Manager
Reno, NV · On-site
Client Success Manager (CSM) Location: Reno, NV (Onsite) Reports To: Director of Operations Role ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...
Merchant Success Manager
Las Vegas, NV · On-site
The Merchant Success Manager will be involved in all aspects of the merchant experience. They will ... Update and assist with internal projects for merchants, to increase merchant satisfaction
Merchant Success Manager
Las Vegas, NV · On-site
The Merchant Success Manager will be involved in all aspects of the merchant experience. They will ... Update and assist with internal projects for merchants, to increase merchant satisfaction
The Merchant Success Manager will be involved in all aspects of the merchant experience. They will ... Update and assist with internal projects for merchants, to increase merchant satisfaction
Quick apply
The Merchant Success Manager will be involved in all aspects of the merchant experience. They will ... Update and assist with internal projects for merchants, to increase merchant satisfaction
Ability to lead projects or workstreams and prioritize multiple tasks in a fast-paced and dynamic ... Work you'll do As a Deployment Success Manager on the Customer team, you will be responsible for:
Ability to lead projects or workstreams and prioritize multiple tasks in a fast-paced and dynamic ... Work you'll do As a Deployment Success Manager on the Customer team, you will be responsible for:
Project Manager
Las Vegas, NV · On-site
The project manager (PM) works in partnership with Account Managers and Account Executives as well ... Lead and/or participate in all necessary meetings to ensure project success; lead Quality Assurance ...
Project Manager
Las Vegas, NV · On-site
The project manager (PM) works in partnership with Account Managers and Account Executives as well ... Lead and/or participate in all necessary meetings to ensure project success; lead Quality Assurance ...
The project manager (PM) works in partnership with Account Managers and Account Executives as well ... Lead and/or participate in all necessary meetings to ensure project success; lead Quality Assurance ...
The project manager (PM) works in partnership with Account Managers and Account Executives as well ... Lead and/or participate in all necessary meetings to ensure project success; lead Quality Assurance ...
Project Manager
Las Vegas, NV · On-site
The project manager (PM) works in partnership with Account Managers and Account Executives as well ... Lead and/or participate in all necessary meetings to ensure project success; lead Quality Assurance ...
Quick apply
Project Manager
Las Vegas, NV · On-site
The project manager (PM) works in partnership with Account Managers and Account Executives as well ... Lead and/or participate in all necessary meetings to ensure project success; lead Quality Assurance ...
Project Manager
Las Vegas, NV · On-site
$80K - $85K/yr
The project manager (PM) works in partnership with Account Managers and Account Executives as well ... Lead and/or participate in all necessary meetings to ensure project success; lead Quality Assurance ...
Quick apply
Project Manager
Las Vegas, NV · On-site
$80K - $85K/yr
The project manager (PM) works in partnership with Account Managers and Account Executives as well ... Lead and/or participate in all necessary meetings to ensure project success; lead Quality Assurance ...
Project Manager
$80K - $85K/yr
The project manager (PM) works in partnership with Account Managers and Account Executives as well ... Lead and/or participate in all necessary meetings to ensure project success; lead Quality Assurance ...
Project Manager
$80K - $85K/yr
The project manager (PM) works in partnership with Account Managers and Account Executives as well ... Lead and/or participate in all necessary meetings to ensure project success; lead Quality Assurance ...
Project Manager
Las Vegas, NV · On-site
$80K - $85K/yr
The project manager (PM) works in partnership with Account Managers and Account Executives as well ... Lead and/or participate in all necessary meetings to ensure project success; lead Quality Assurance ...
Project Manager
Las Vegas, NV · On-site
$80K - $85K/yr
The project manager (PM) works in partnership with Account Managers and Account Executives as well ... Lead and/or participate in all necessary meetings to ensure project success; lead Quality Assurance ...
Drive Project Success: Take full ownership of the project lifecycle from initiation through closeout. Develop and manage aggressive project schedules, meticulously control budgets and costs, and ...
Drive Project Success: Take full ownership of the project lifecycle from initiation through closeout. Develop and manage aggressive project schedules, meticulously control budgets and costs, and ...
Drive Project Success: Take full ownership of the project lifecycle from initiation through closeout. Develop and manage aggressive project schedules, meticulously control budgets and costs, and ...
Drive Project Success: Take full ownership of the project lifecycle from initiation through closeout. Develop and manage aggressive project schedules, meticulously control budgets and costs, and ...
Drive Project Success: Take full ownership of the project lifecycle from initiation through closeout. Develop and manage aggressive project schedules, meticulously control budgets and costs, and ...
Drive Project Success: Take full ownership of the project lifecycle from initiation through closeout. Develop and manage aggressive project schedules, meticulously control budgets and costs, and ...
Senior Partner Success Manager
Las Vegas, NV · On-site
$83K - $154K/yr
Join Aristocrat as a Senior Partner Success Manager, where you will have a crucial role in ... Strong account and project management skills, showcasing a strategic and goal-focused approach.
Senior Partner Success Manager
Las Vegas, NV · On-site
$83K - $154K/yr
Join Aristocrat as a Senior Partner Success Manager, where you will have a crucial role in ... Strong account and project management skills, showcasing a strategic and goal-focused approach.
IT Construction Project Manager
Reno, NV · On-site
$98K - $116K/yr
... manage project risks, and effectively communicate with the project team and stakeholders. Nature ... Guide project teams in identifying and mitigating IT related risks to project success and lead ...
IT Construction Project Manager
Reno, NV · On-site
$98K - $116K/yr
... manage project risks, and effectively communicate with the project team and stakeholders. Nature ... Guide project teams in identifying and mitigating IT related risks to project success and lead ...
IT Construction Project Manager
Reno, NV · On-site
$50.82 - $71.15/hr
... manage project risks, and effectively communicate with the project team and stakeholders. Nature ... Guide project teams in identifying and mitigating IT related risks to project success and lead ...
IT Construction Project Manager
Reno, NV · On-site
$50.82 - $71.15/hr
... manage project risks, and effectively communicate with the project team and stakeholders. Nature ... Guide project teams in identifying and mitigating IT related risks to project success and lead ...
IT Construction Project Manager
$98K - $116K/yr
... manage project risks, and effectively communicate with the project team and stakeholders. Nature ... Guide project teams in identifying and mitigating IT related risks to project success and lead ...
IT Construction Project Manager
$98K - $116K/yr
... manage project risks, and effectively communicate with the project team and stakeholders. Nature ... Guide project teams in identifying and mitigating IT related risks to project success and lead ...
Manage project startup staffing, conduct kickoff meetings, facilitate weekly project meetings, coordinate with owners, and maintain project schedules to ensure project success. * Finalize project ...
Manage project startup staffing, conduct kickoff meetings, facilitate weekly project meetings, coordinate with owners, and maintain project schedules to ensure project success. * Finalize project ...
Project Success Manager information
What is a Project Success Manager?
How does a Project Success Manager typically collaborate with clients and internal teams to ensure project objectives are met?
What is the difference between Project Success Manager vs Project Coordinator?
| Aspect | Project Success Manager | Project Coordinator |
|---|---|---|
| Credentials | Typically requires a project management certification (PMP, CAPM) and experience in project management | Often requires a bachelor's degree; certifications like CAPM are common but not mandatory |
| Work Environment | Focuses on strategic oversight, stakeholder communication, and ensuring project goals are met | Handles day-to-day task coordination, scheduling, and supporting project teams |
| Employer & Industry Usage | Used across industries to ensure project success and client satisfaction | Commonly found in project teams to assist in project execution |
The Project Success Manager focuses on strategic oversight and ensuring overall project success, while the Project Coordinator handles operational tasks and supports project teams. Both roles are essential but differ in scope and responsibilities.
What are the key skills and qualifications needed to thrive as a Project Success Manager, and why are they important?
- Telecommute Junior Customer Success Manager
- Director Customer Success Manager
- Manager Of Customer Success
- Scaled Customer Success Manager
- Self Employed Customer Success Manager
- Customer Success Operations Specialist
- Contract Virtual Customer Success Manager
- Customer Success Manager Govtech
- Commercial Client Success Manager
- Evening Customer Success Manager Edtech
Other
Posted 9 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