Client Success Manager
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Job Description
Client Success Manager focusing on relationship management and product adoption at DailyPay. Role involves driving client growth and retention through innovative strategies and teamwork.
Responsibilities:
- Lead point of contact for all client account management matters
- Suggest solutions and innovative ideas to meet client needs
- Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors
- Be the leader and orchestrator during customer escalation situations ensuring responsiveness and speedy resolution
- Build effective business strategy for client’s post launch to enable the long-term retention and growth of the account
- Collaborate with internal teams to advocate for client’s needs, drive adoption, and provide best in class support
- Clearly communicate the progress of monthly, quarterly and annual initiatives to internal and external stakeholders
- Forecast and track key account metrics (e.g. enrollment and adoption)
- Analyze data through reports and trends
- Negotiate contracts and close renewal agreements
- Minimize Churn, anticipating and identifying risks and mitigating them
- Upsell and cross sell new products and services
Requirements:
- Proven work experience of 3+ years as a CSM or Sales
- Demonstrable ability to communicate, present and influence client C-Level stakeholders
- Solid experience with Account Management reporting systems, CRM software (e.g. Gainsight, Salesforce), Google Suite, and MS Office (particularly MS Excel), as well as AI tools (Gemini, ChatGPT, etc.)
- Understanding of sales performance metrics or KPIs
- Experience delivering client-focused solutions to client needs
- Availability to travel as needed
- Occasional need to work outside of normal business hours as required to support client
Benefits:
- Exceptional health, vision, and dental care
- Opportunity for equity ownership
- Life and AD&D, short- and long-term disability
- Employee Assistance Program
- Employee Resource Groups
- Fun company outings and events
- Unlimited PTO
- 401K with company match
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