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 ...
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 ...
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 ...
Customer Success Manager
Las Vegas, NV · Remote
$68K - $74K/yr
POSITION OVERVIEW Avero is looking for a proactive Customer Success Manager with proven experience ... projects a plus. WHY YOU'LL LOVE WORKING HERE * Competitive compensation, coupled with an emphasis ...
Customer Success Manager
Las Vegas, NV · Remote
$68K - $74K/yr
POSITION OVERVIEW Avero is looking for a proactive Customer Success Manager with proven experience ... projects a plus. WHY YOU'LL LOVE WORKING HERE * Competitive compensation, coupled with an emphasis ...
The Client Success Manager is responsible for ensuring that Boxzooka maintains all its commitments ... The ability to work on multiple projects, manage time and meet deadlines. * Strong collaborative ...
The Client Success Manager is responsible for ensuring that Boxzooka maintains all its commitments ... The ability to work on multiple projects, manage time and meet deadlines. * Strong collaborative ...
This person will report directly to the Director of Customer Success. As a CSM, you will manage a ... Strong project management and documentation skills. * Bachelor's degree required. * Willingness to ...
This person will report directly to the Director of Customer Success. As a CSM, you will manage a ... Strong project management and documentation skills. * Bachelor's degree required. * Willingness to ...
Customer Success Manager
Las Vegas, NV · On-site +1
$68K - $74K/yr
POSITION OVERVIEW Avero is looking for a proactive Customer Success Manager with proven experience ... projects a plus. WHY YOU'LL LOVE WORKING HERE * Competitive compensation, coupled with an emphasis ...
Customer Success Manager
Las Vegas, NV · On-site +1
$68K - $74K/yr
POSITION OVERVIEW Avero is looking for a proactive Customer Success Manager with proven experience ... projects a plus. WHY YOU'LL LOVE WORKING HERE * Competitive compensation, coupled with an emphasis ...
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 Client Success Manager is responsible for ensuring that Boxzooka maintains all its commitments ... The ability to work on multiple projects, manage time and meet deadlines. * Strong collaborative ...
The Client Success Manager is responsible for ensuring that Boxzooka maintains all its commitments ... The ability to work on multiple projects, manage time and meet deadlines. * Strong collaborative ...
Client Success Manager
Henderson, NV · On-site
The Client Success Manager is responsible for ensuring that Boxzooka maintains all its commitments ... The ability to work on multiple projects, manage time and meet deadlines. * Strong collaborative ...
Client Success Manager
Henderson, NV · On-site
The Client Success Manager is responsible for ensuring that Boxzooka maintains all its commitments ... The ability to work on multiple projects, manage time and meet deadlines. * Strong collaborative ...
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
Job Summary The Customer Success Manager - VMware is responsible for onboarding customers, guiding ... project teams to ensure successful delivery and synchronization of service projects • ...
Job Summary The Customer Success Manager - VMware is responsible for onboarding customers, guiding ... project teams to ensure successful delivery and synchronization of service projects • ...
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 ...
Drive Project Success: Take full ownership leading Project Managers who drive the project lifecycle from initiation through closeout. Develop and manage aggressive project schedules, meticulously ...
New
Drive Project Success: Take full ownership leading Project Managers who drive the project lifecycle from initiation through closeout. Develop and manage aggressive project schedules, meticulously ...
New
Drive Project Success: Take full ownership leading Project Managers who drive the project lifecycle from initiation through closeout. Develop and manage aggressive project schedules, meticulously ...
Drive Project Success: Take full ownership leading Project Managers who drive the project lifecycle from initiation through closeout. Develop and manage aggressive project schedules, meticulously ...
Project Success Manager information
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.
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 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.
What is 90% of a project manager's job?
For a Project Success Manager, 90% of the job involves planning, coordinating, and overseeing project activities to ensure timely delivery within scope and budget. This includes managing stakeholder communication, risk mitigation, and using tools like project management software to track progress and resolve issues. Effective leadership and problem-solving skills are essential to achieve project goals.
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 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 job categories do people searching Project Success Manager jobs in Nevada look for? The top searched job categories for Project Success Manager jobs in Nevada are:
- Shopify Customer Success Manager
- Customer Success Saas
- Eagleone
- Urgently Hiring Senior Customer Success Manager
- Ehr Customer Success Manager
- Senior Technical Customer Success Manager
- Senior Customer Success Manager Edtech
- Telecommute Junior Customer Success Manager
- Director Customer Success Manager
- Virtual Customer Success Manager
What cities in Nevada are hiring for Project Success Manager jobs? Cities in Nevada with the most Project Success Manager job openings:
Full-time
Posted 14 days ago
Job 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
This role offers a clear path into more client-facing advisory work, operations leadership, or project management within Keystone.
Requirements
Key Skills & Qualifications
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
- 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