Client Success Manager
Listed on 2026-06-25
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Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM -
Business
Client Relationship Manager, Customer Success Mgr./ CSM
AgilityPR Solutions provides today’s communicators with an AI-native environment for media outreach, monitoring, and intelligence. While others are retrofitting legacy systems with AI as an afterthought, we have built intelligence into the very core of our DNA. Our platform is designed to help PR teams discover insights faster, forge deeper media connections, and amplify stories with precision.
Since 2003, Agility has been dedicated to building the industry's most sophisticated engine of insight, empowering communicators with the clarity and confidence to shape the future of their organizations. As one of the fastest-growing companies in the PR tech space, we are consistently recognized on G2 for our ease of use, rapid implementation, and elite customer service.
We are a remote-first global team spanning Canada, the US, the UK, the Philippines, and India. At Agility, we are intentional about helping our people realize their full potential through continuous learning, competitive benefits, and an empowering culture that values innovation at every level.
About the roleThe Client Success Manager (CSM) owns the ongoing client relationship for mid-market accounts following handoff from the Onboarding Strategist, partnering with clients to deepen adoption, drive measurable value, and ensure Agility’s solutions remain embedded in their day-to-day communications workflows.
Acting as a proactive strategic partner, the CSM monitors usage and engagement, delivers targeted enablement, and surfaces insights that help clients get more out of the platform over time. The CSM plays a critical supporting role in retention and growth by maintaining strong client relationships, providing usage data and insights, and advocating for the client internally.
Working closely with Onboarding, Support, Account Management, Product, and Engineering, this role combines proactive client engagement, strategic consultation, and cross-functional coordination to deliver an exceptional mid‑market client experience.
What you’ll do- Take ownership of accounts post‑onboarding, ensuring a smooth transition from the Onboarding Strategist and a confident, well‑prepared client at handoff.
- Drive ongoing adoption and value realization, monitoring usage, identifying gaps, and proactively engaging clients to deepen their use of the platform.
- Deliver tailored enablement sessions, refresher training, new feature walkthroughs, and use‑case workshops, to keep clients current and maximize long‑term platform value.
- Conduct regular business reviews and check‑ins, providing data‑driven insights, best‑practice guidance, and recommendations aligned to each client’s PR objectives.
- Proactively identify risks and opportunities, flagging churn signals early and surfacing expansion potential to Account Managers.
- Partner with Account Managers to support renewals and upsells through strong client advocacy, relationship stewardship, and shared account intelligence.
- Coordinate with the Support team on reactive issues to ensure visibility, continuity of client experience, and timely resolution of escalations.
- Collaborate cross‑functionally with Product, Engineering, Onboarding, and Support to resolve issues and improve service delivery.
- Act as the voice of the client internally, providing structured feedback and insights to inform product, onboarding, and service enhancements.
- Day‑to‑day client relationship management and proactive engagement strategy across the assigned book of business.
- Ongoing adoption, enablement, and success planning following handoff from the Onboarding Strategist.
- Coordination of internal resources to address client needs and ensure a connected experience across Onboarding, Support, and Account Management.
- Systemic client issues, product bugs, or risks to renewal to the Director, Customer Experience or the relevant Account Manager.
- Cross‑departmental challenges requiring executive or product‑level intervention.
- Reactive technical issues to the Support team for resolution.
- Post‑secondary diploma or degree in Business, Communications, Marketing, or a related field.
- 3‑5 years of experience in…
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