Client Success Manager
Listed on 2026-07-05
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Sales
Client Relationship Manager, Account Manager, Business Development
Position Summary
We are seeking a highly disciplined Client Success Manager to serve as a senior-level individual contributor and the primary post-sale driver for long-term partnership value. You will act as a trusted advisor to C-suite stakeholders, focusing on client lifecycle management, renewal retention, and ensuring measurable business value realization across our technology solutions.
Key Responsibilities & DeliverablesRetention & Renewals:
Consistently meet or exceed targets for contract renewals while proactively managing the renewal pipeline to mitigate retention risks.
Revenue Expansion:
Identify and qualify up-sell and cross-sell opportunities to expand Annual Recurring Revenue (ARR) in collaboration with the sales team.
Client Engagement & ROI:
Host Quarterly Business Reviews (QBRs) and executive briefings to showcase achieved ROI and align solutions with client strategic objectives.
Operational Excellence:
Maintain meticulous Hub Spot CRM hygiene, including renewal dates, health scores, and opportunity tracking to ensure accurate forecasting.
Strategic Advocacy:
Act as a technical sponsor for represented technologies, educating clients on new capabilities to maximize solution adoption and expansion.
Relationship Management:
Cultivate trust-based connections with key decision-makers and empower internal champions to drive long-term client satisfaction.
Proven Success: 7+ years of experience in Client Success or Account Management, with a consistent track record of exceeding retention and expansion targets.
Enterprise Expertise:
Demonstrable experience managing complex client relationships and renewal cycles for large enterprise accounts.
Industry Knowledge:
Solid understanding of the Brokerage and Technology Advisory ecosystem, including CCaaS/CX, IT Infrastructure, and Cloud Solutions.
CRM Proficiency:
Deep practical experience using Hub Spot or similar systems for pipeline management and data-driven decision-making.
Ecosystem Background:
Preference for candidates who have worked for a TSD or Broker/Tech Advisor and have experience managing a large book of business.
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