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Sr Client Success Manager Jobs in Florida (NOW HIRING)

Client Success Manager Location: Miami, FL or Chicago, IL About eMed eMed is a digital health leader powered by its Empathetic AI™ Population Health Platform. We partner with employers, governments ...

The Client Success Manager will serve as a trusted point of contact for customers, coordinating software rollouts, managing project details and deadlines, resolving issues, and partnering with Sales ...

New

The Client Success Manager will serve as a trusted point of contact for customers, coordinating software rollouts, managing project details and deadlines, resolving issues, and partnering with Sales ...

New

The Client Success Manager will serve as a trusted point of contact for customers, coordinating software rollouts, managing project details and deadlines, resolving issues, and partnering with Sales ...

New

The Client Success Manager will serve as a trusted point of contact for customers, coordinating software rollouts, managing project details and deadlines, resolving issues, and partnering with Sales ...

New

The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure ... Build, develop and manage relationships with a variety of clients ranging from senior C-levels to ...

The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure ... Build, develop and manage relationships with a variety of clients ranging from senior C-levels to ...

The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure ... Build, develop and manage relationships with a variety of clients ranging from senior C-levels to ...

On Site ( Tampa, Florida ) Job Summary We are hiring a Client Success Manager , high-impact role focused on onboarding, execution, and client relationship management. This is an operations-driven ...

The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure ... Build, develop and manage relationships with a variety of clients ranging from senior C-levels to ...

On Site ( Tampa, Florida ) Job Summary We are hiring a Client Success Manager , high-impact role focused on onboarding, execution, and client relationship management. This is an operations-driven ...

The Client Success Manager (CSM) II is responsible for driving client satisfaction, solution ... with senior stakeholders to identify partnership, growth, and expansion opportunities.

The Client Success Manager (CSM) is responsible for driving client satisfaction, engagement, and ... senior stakeholders to identify partnership, growth, and expansion opportunities. Collaborate cross ...

Requirements What you've done * 3+ years in a CSM, account management, or client success role ... preferably inside a marketing agency * Managed clients across SEO and/or Facebook Ads with ...

The Client Success Manager (CSM) is responsible for driving client satisfaction, engagement, and ... senior stakeholders to identify partnership, growth, and expansion opportunities. Collaborate cross ...

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Showing results 1-20

Sr Client Success Manager information

See Florida salary details

$24.3K

$62.1K

$104.6K

How much do sr client success manager jobs pay per year?

As of Aug 24, 2026, the average yearly pay for sr client success manager in Florida is $62,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $74,000.00 per year, depending on experience, location, and employer.

What is a Sr Client Success Manager?

Sr Client Success Managers are experienced professionals responsible for building and maintaining strong relationships with key clients to ensure their satisfaction and success with a company's products or services. They act as the main point of contact for clients, addressing their needs, resolving issues, and identifying opportunities for growth or improvement. In addition, they often collaborate with internal teams to deliver solutions and drive client retention, renewals, and overall business growth. Their role is strategic and consultative, requiring strong communication, problem-solving, and project management skills.

How does a Sr Client Success Manager typically collaborate with sales and product teams to enhance client satisfaction?

A Sr Client Success Manager regularly partners with sales teams to ensure seamless onboarding and to identify upsell or cross-sell opportunities based on client needs. They also work closely with product teams by relaying client feedback, advocating for feature requests, and helping prioritize product improvements that drive customer success. This collaborative approach ensures that the client's voice is heard throughout the organization, leading to stronger relationships and higher satisfaction. Effective communication and alignment between these departments are crucial for proactively addressing challenges and exceeding client expectations.

What are the key skills and qualifications needed to thrive as a Sr Client Success Manager, and why are they important?

To excel as a Sr Client Success Manager, you need a strong background in client relationship management, account strategy, and a proven ability to meet or exceed retention and growth goals, often supported by a bachelor's degree in business or a related field. Familiarity with CRM platforms like Salesforce, customer support ticketing systems, and analytics tools is commonly required. Exceptional communication, problem-solving, and leadership skills help build trust and advocate effectively for client needs. These abilities are crucial for ensuring client satisfaction, driving renewals, and strengthening long-term business partnerships.

What are popular job titles related to Sr Client Success Manager jobs in Florida?

For Sr Client Success Manager jobs in Florida, the most frequently searched job titles are:

What cities in Florida are hiring for Sr Client Success Manager jobs?

Cities in Florida with the most Sr Client Success Manager job openings:

Infographic showing various Sr Client Success Manager job openings in Florida as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $62,073 per year, or $29.8 per hour.

Client Success Manager

SmartX Advisory Solutions

West Palm Beach, FL • On-site, Remote

Full-time

Posted 12 days ago


Job description

Job Description
Opportunity
SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking a Client Success Manager to drive the day-to-day operational execution behind our client relationships across Enterprise and Independent RIA firms, FinTech companies, Asset Managers, TAMPs, and Custodians. This role is assigned to a dedicated book of accounts and sits at the operational center of the client experience - coordinating between the VP, Client Strategy & Success, the Onboarding team, and Client Support to keep processes, communications, and initiatives moving without friction.
The Client Success Manager acts as the connective tissue for the account: translating strategic direction into action, tracking commitments through to closure, and surfacing issues before they become escalations. This role partners closely with the VP, Client Strategy & Success, absorbing the operational and coordination workload so the VP can stay focused on relationship strategy, executive engagement, and growth planning.
Position Requirements
  • Strong project and process management skills, with the ability to track multiple concurrent workstreams, deliverables, and deadlines across accounts.
  • Working knowledge of Managed Accounts, UMAs, TAMPs, and FinTech platform concepts sufficient to coordinate accurately across technical, onboarding, and support teams.
  • Comfort operating inside ticketing and workflow systems (e.g., Jira, Confluence) to log requests, track status, and maintain a clear audit trail of client activity.
  • Excellent written and verbal communication skills, with the ability to translate technical or operational detail into clear updates for clients and internal stakeholders alike.
  • Strong follow-through and attention to detail; able to hold open items accountable across teams without needing constant prompting.
  • Demonstrated ability to identify process gaps and design practical solutions, with a bias toward automation and AI-enabled tools to streamline account operations, reporting, and communications.
  • Comfort working across organizational lines - Onboarding, Client Support, Product, and Operations - without formal authority over those teams, relying on clarity, follow-up, and relationship-building to keep work moving.
  • A proactive, "no dropped balls" mindset - someone who notices gaps in process or communication and closes them before they affect the client.
  • Bachelor's degree.
  • 3-5+ years of experience in client success, account management, implementation, or operations roles, ideally within financial services or FinTech.

Responsibilities
  • Serve as the day-to-day operational point of contact for an assigned book of accounts, working in close coordination with the VP, Client Strategy & Success.
  • Bridge communication and hand-offs between the Onboarding team, Client Support, and the client - ensuring nothing falls into a gap between teams.
  • Track and manage open action items, initiatives, and commitments for each assigned account, following up until items are closed out.
  • Monitor the status of onboarding requests, support tickets, and pricing or contract items in flight, and provide the VP with a clear, current picture of account activity.
  • Prepare account status materials, agendas, and briefing notes to support the VP's client meetings and business reviews - allowing the VP to walk in focused on strategy rather than status-gathering.
  • Help coordinate scheduling and logistics for client meetings, business reviews, and cross-functional working sessions.
  • Maintain visibility into client requests and tickets logged by Client Support and Onboarding (e.g., Jira/CSRI, IPO, support queues), ensuring accurate documentation and follow-through to resolution.
  • Escalate emerging risks or delays to the VP, Client Strategy & Success proactively, with enough context to support a fast decision.
  • Identify recurring operational pain points across assigned accounts and propose or build automation and AI-enabled solutions to reduce manual work and improve response time.
  • Maintain up-to-date account documentation, activity logs, and health/status tracking for assigned accounts.
  • Support the VP in preparing for and following up on executive-level interactions - managing the operational thread so strategic conversations stay uninterrupted by administrative follow-up.
  • Partner with Product, Operations, and Client Support to drive resolution of client issues and communicate outcomes back to the client and the VP.
  • Identify recurring process gaps across accounts and recommend operational improvements to the Client Success team.

Reporting Relationship
The Client Success Manager works in close partnership with the VP, Client Strategy & Success, serving in a dedicated support capacity for assigned accounts. This role does not own account strategy or executive relationship management - those remain with the VP - but is accountable for the operational execution, coordination, and communication that make the strategy real day to day.
About SMArtX Advisory Solutions
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology firm creating breakthrough innovations in the wealth management industry. We offer a professional yet relaxed work environment where dynamic individuals thrive.
Skills Required
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More Details
Employment Type: Full Time Location: [REMOTE] Experience Required: Mid-Senior Level Date Published: 12 Aug 2026