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Project Success Manager Jobs in Nevada (NOW HIRING)

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 (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 (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 ...

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

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:

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

$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 ...

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 ...

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

$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 ...

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Project Success Manager information

What is a Project Success Manager?

A Project Success Manager is a professional responsible for ensuring that projects meet their objectives and deliver the expected outcomes. They work closely with clients and internal teams to monitor progress, address challenges, and ensure effective communication throughout the project lifecycle. Their main goal is to drive project success by managing risks, facilitating collaboration, and making sure deliverables are completed on time and within budget. Project Success Managers often serve as the main point of contact for stakeholders, ensuring their needs are met and expectations are aligned. This role is crucial in industries where customer satisfaction and project outcomes directly impact business growth.

How does a Project Success Manager typically collaborate with clients and internal teams to ensure project objectives are met?

A Project Success Manager serves as the primary liaison between clients and internal teams, facilitating clear communication and alignment of goals throughout the project lifecycle. They regularly coordinate with stakeholders to gather requirements, provide updates, and anticipate potential challenges. Internally, they work closely with cross-functional teams such as product, engineering, and customer support to ensure deliverables are on track and client expectations are consistently met. Building strong relationships and proactively addressing issues are key aspects of their daily responsibilities, ultimately driving project success and client satisfaction.

What is the difference between Project Success Manager vs Project Coordinator?

AspectProject Success ManagerProject Coordinator
CredentialsTypically requires a project management certification (PMP, CAPM) and experience in project managementOften requires a bachelor's degree; certifications like CAPM are common but not mandatory
Work EnvironmentFocuses on strategic oversight, stakeholder communication, and ensuring project goals are metHandles day-to-day task coordination, scheduling, and supporting project teams
Employer & Industry UsageUsed across industries to ensure project success and client satisfactionCommonly 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?

To thrive as a Project Success Manager, you need expertise in project management methodologies, client relationship building, and a background in business or related fields. Familiarity with project management software (such as Asana, Jira, or Trello), CRM platforms, and relevant certifications like PMP or CAPM is typically required. Exceptional communication, problem-solving, and leadership skills help you proactively address challenges and foster trust with stakeholders. These skills are crucial for ensuring projects are delivered on time, within scope, and to the satisfaction of all parties involved.
What are popular job titles related to Project Success Manager jobs in Nevada? For Project Success Manager jobs in Nevada, the most frequently searched job titles are:
What cities in Nevada are hiring for Project Success Manager jobs? Cities in Nevada with the most Project Success Manager job openings:

Other

Posted 9 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