Client Success Manager

Why This Role Exists

We help mid‑market companies turn their data into a strategic asset. Our clients rely on us to design and deliver reporting platforms that fuel better, faster decision‑making. This role exists to ensure those clients succeed—building lasting relationships, driving retention, and identifying growth opportunities that expand our impact.

As a Client Success Manager, you’ll guide C‑suite executives through their data journey, ensuring they extract maximum value from our solutions while identifying strategic opportunities for expansion. It’s a role for someone who thrives on building trust, solving problems, and driving measurable business outcomes. You’ll operate with a high sense of urgency, using AI as a daily force multiplier to move fast without sacrificing quality.

You’ll serve as the strategic bridge between our clients’ business objectives and our technical capabilities. You’ll lead consultative conversations with CEOs, CFOs, and CIOs, translating complex data solutions into clear business value. In any given week, you might guide a strategic planning session, negotiate a contract renewal, and identify expansion opportunities—all while ensuring clients see tangible ROI from their data investments.

• Lead consultative discussions with C‑suite executives to align our services with their strategic objectives
• Build and maintain trusted advisor relationships that build long‑term partnership value
• Develop and manage data initiative backlogs that demonstrate continuous business impact and result in longer renewals or continued project work
• Identify and pursue contract renewal and expansion opportunities with precision and timing
• Collaborate with Analytics Engineers to ensure seamless delivery and client satisfaction
• Manage project timelines, scope, and stakeholder expectations across multiple client initiatives and different engagement styles such as projects and managed data services
• Navigate complex stakeholder dynamics while maintaining focus on outcomes and growth
• Coordinate cross‑functional teams to deliver on client commitments with precision and accountability
• Balance relationship management, strategic thinking, and revenue growth across your client portfolio
• Use AI tools daily to accelerate your work—drafting client communications, synthesizing insights, preparing for executive conversations, and automating routine tasks so you can move faster and focus on high‑value strategic work

• Bachelor’s degree or equivalent experience in Business, Marketing, or related field
• Proven track record presenting to and consulting with C‑suite executives
• Strong project management experience with the ability to manage multiple work streams simultaneously
• Expert‑level communication and negotiation skills at the executive level
• Experience leading cross‑functional initiatives and driving projects to successful completion
• Strong consultative approach – you can translate technical complexity into business value
• Demonstrated ability to work independently and drive initiatives with minimal direction
• Experience with CRM tools, project management tools and contract management processes
• High output, high accuracy, low ego approach to client relationship management
• Proven ability to thrive in fast‑paced, revenue‑focused environments
• Fluency with AI tools and a track record of integrating them into daily workflows to work smarter and faster

• Client Retention Rate
  • Target: 97%+
  • Why It Matters:
    Growth depends on retention. We scale by adding new clients, not replacing unhappy ones.
• Client Portfolio Size
  • Target: 8-12 active accounts
  • Why It Matters:
    Shows you can manage multiple relationships while maintaining quality and strategic focus.
• Executive Engagement
  • Target:
    High
  • Why It Matters:
    Clients look to you for strategic guidance. You’re expected to earn trust and influence decisions.
• Cross‑team Collaboration
  • Target:
    High
  • Why It Matters:
    Effective partnership with Analytics Engineers ensures seamless delivery and client satisfaction.
• Organization
  • Target:
    High
  • Why It Matters:
    Strong organizational skills combined with effective project management tools and disciplined scope/timeline…