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Success Manager Jobs in Nevada (NOW HIRING)

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 ...

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 ...

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 ...

The Merchant Success Manager will be involved in all aspects of the merchant experience. They will focus on our top-tier accounts. Their main objective is to assist our merchants in the growth and ...

The Merchant Success Manager will be involved in all aspects of the merchant experience. They will focus on our top-tier accounts. Their main objective is to assist our merchants in the growth and ...

Work you'll do As a Deployment Success Manager on the Customer team, you will be responsible for: * Design and deliver high-leverage live engagements and lead technical activation activities by ...

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Showing results 1-20

Success Manager information

See Nevada salary details

$33.1K

$84.6K

$142.6K

How much do success manager jobs pay per year?

As of Jul 26, 2026, the average yearly pay for success manager in Nevada is $84,585.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,600.00 and $100,800.00 per year, depending on experience, location, and employer.

Will AI replace CSM?

AI is unlikely to fully replace Success Managers (CSMs), as their role involves complex interpersonal skills, strategic thinking, and personalized customer engagement that AI cannot replicate. Instead, AI tools are increasingly used to automate routine tasks, analyze data, and support CSMs in delivering better service. Success Managers who adapt by integrating AI and developing soft skills will remain valuable in customer success roles.

What jobs pay 500,000 a year in the US?

Success Managers in high-level corporate or executive roles can earn $500,000 or more annually, especially with bonuses, stock options, or profit sharing. Such compensation typically requires extensive experience, leadership skills, and often involves working in industries like technology, finance, or consulting at senior levels.

How does a Success Manager typically collaborate with cross-functional teams to support client outcomes?

Success Managers regularly work with departments like Sales, Product, and Support to ensure clients achieve their desired outcomes with the company's products or services. This often involves coordinating onboarding processes, communicating client feedback to product teams, and working alongside support to resolve any issues that arise. Effective collaboration helps build lasting client relationships and drives continuous improvement. Success Managers also participate in regular meetings with these teams to align on goals and share insights, making teamwork a core part of the role.

What does a success manager do?

A success manager is responsible for ensuring clients or customers achieve their desired outcomes with a company's products or services. They build relationships, provide support, and coordinate with internal teams to address client needs, often using tools like CRM software. Success managers typically monitor client satisfaction and work proactively to prevent issues and promote retention.

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

To thrive as a Success Manager, you need strong relationship management, customer service acumen, and a solid understanding of the product or service, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms like Salesforce, data analysis tools, and project management systems is typically required. Outstanding communication, problem-solving, and proactive listening skills help you build trust and anticipate client needs. These abilities are crucial for ensuring client satisfaction, driving retention, and fostering long-term business growth.

What are Success Managers?

Success Managers, often called Customer Success Managers (CSMs), are professionals who work to ensure that customers achieve their desired outcomes when using a company's products or services. They build strong relationships with clients, provide onboarding and training, and act as the main point of contact for resolving issues and gathering feedback. Success Managers also help identify opportunities for customers to gain more value and may work with sales or support teams to improve the overall customer experience. Their main goal is to drive customer satisfaction, retention, and long-term loyalty.

What is a typical CSM salary?

A Success Manager (CSM) salary varies depending on experience, location, and industry, but typically ranges from $60,000 to $100,000 annually in the United States. Senior or enterprise-level CSMs can earn over $120,000 with bonuses and benefits. Strong communication skills and familiarity with customer relationship management (CRM) tools are often required.
What are popular job titles related to Success Manager jobs in Nevada? For Success Manager jobs in Nevada, the most frequently searched job titles are:
What cities in Nevada are hiring for Success Manager jobs? Cities in Nevada with the most Success Manager job openings:
Infographic showing various Success Manager job openings in Nevada as of July 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $84,585 per year, or $40.7 per hour.

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Posted 8 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