Client Success Manager

# Client Success Manager Hot Job Hybrid   
• Great Falls Office - Great Falls, MT 59405## Overview Position Type Full Time

Travel Percentage Up to 50%## Description
** SALARY RANGE**$65,000 - $75,000
** POSITION LOCATION
** This position is eligible for a hybrid work arrangement. Currently 5 days of on-site work per month are required.
** POSITION PURPOSE
** The Client Success Manager acts as a navigator focusing on proactive guidance, measurable outcomes, and long-term relationship growth. By leveraging organizational expertise and cross-departmental collaboration, the Client Success Manager seeks to provide solutions and strengthens partnerships through consistent engagement.
** DUTIES & RESPONSIBILITIES
*** Develop partnerships by understanding each client’s objectives, business strategies, and long-term goals.
* Act as a navigator, providing insights and best practices to maximize the value of our services.
* Monitor client engagement and satisfaction to anticipate needs and address risks before they escalate.
* Identify opportunities for expanded adoption of services that align with client goals and deliver measurable results.
* Support coordination between clients and internal teams to ensure alignment and timely delivery of solutions.
* Communicate clearly and consistently with clients through visits, calls, email, and digital channels to ensure transparency and trust.
* Partner with Product, Support, and other internal teams to champion client feedback and advocate for solutions that drive client success.
* Keep leadership informed of client progress, challenges, and opportunities to ensure visibility and alignment.
* Address client concerns with urgency and accountability, ensuring timely follow-up and lasting resolution.
* Provide accurate and timely proposals, renewals, and agreements that support client objectives.
* Maintain high levels of customer retention by fostering satisfaction, loyalty, and trust.
* Document and share best practices, lessons learned, and success stories to strengthen internal knowledge.
* Participate actively in team meetings, strategic planning, and professional development opportunities.
* Promote goodwill and a positive image of the Company in all client and industry interactions.
* Complete special projects assigned in support of client or organizational success.
* Maintain a clean, organized, and secure work environment.
* Demonstrate adaptability in supporting evolving client and business needs.
** EDUCATION & EXPERIENCE REQUIREMENTS
*** High school graduate or equivalent required.
* Bachelor’s degree in Business, Marketing, or a related field preferred, or an equivalent combination of training and experience in Client Success Management required.
* Two (2) years of experience in client success, account management, or relationship management in a B2B environment (required).
* Background in financial services, fintech, or enterprise software/SaaS client engagement (preferred).
* Demonstrated history of driving client retention, expansion, and satisfaction metrics.
* Proven ability to collaborate cross-functionally and advocate for client needs within a complex organization.
** REQUIRED KNOWLEDGE
*** Strong understanding of client success strategies.
* Familiarity with financial services operations and technologies (Symitar, credit union or banking systems, etc.) preferred.
** WORKING CONDITIONS
**** Special
* ** No hazardous or significantly unpleasant conditions (such as in a typical office).
* Up to 50% day/overnight in-state and out-of-state travel, including possible weekend travel.
* Additional hours, including Saturday/Sunday support, as required.
* Long duration of computer workstation usage.
** INTENT AND FUNCTION OF

JOB DESCRIPTION S
*** Job descriptions assist…