Client Success Manager, Integrated Security

Client Success Manager, Integrated Security

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Who We Are: CBORD and Transact have come together as industry leaders in integrated technology solutions, powering housing, access, food service, nutrition, eCommerce, card systems, and innovative payment, mobile credential, and commerce solutions. Our technology supports K-12 and higher education, healthcare, senior living, and business campuses, creating connected campus experiences that simplify operations and enhance lives. With a mobile-centric ecosystem and partnerships with over 1,750 institutions, we are dedicated to improving the student experience across all aspects of campus life.

We are currently searching for qualified candidates for Client Success Manager, Integrated Security. Please see the details for the position below.

Title: Client Success Manager, Integrated Security

Location: Remote within the US

Job Description: As a Client Success Manager (CSM), you will serve as a strategic partner to our clients, driving product adoption, operational success, and long‑term customer value. Working alongside the Account Executive (AE) specializing in the company’s Integrated Security portfolio, you’ll proactively influence client growth initiatives across your portfolio towards sales targets.

Account Ownership & Strategic Partnership

• Act as a trusted subject matter expert (SME), advising clients on solution architecture and product roadmap alignment based on their operational environment and strategic goals.
• Partner with AEs to execute joint account strategies that drive client success and revenue growth.

Sales Execution & Transactional Management

• Generate and manage short‑cycle quotes for software, hardware, and service add‑ons aligned with territory goals.
• Approve sales orders by validating pricing accuracy and contractual alignment with issued quotes.
• Provide real‑time updates on order status, shipping, and resolve credit or return authorizations with minimal delay.
• Facilitate scope and solution calls (e.g., conversion, add‑ons) when AE coverage is limited.

Data Stewardship & System Accuracy

• In conjunction with larger client account team, maintain complete and accurate client profiles and product information in CRM, ensuring integrity for sales reporting and forecasting.

Product Advocacy & Campaign Execution

• Drive upgrade campaign execution by understanding upgrade paths, coordinating with Support, and tracking client migrations.
• Promote product utilization through training recommendations, upsell discussions, and cross‑sell of third‑party integrations.
• Encourage client participation in webinars, regional events, and success programs to build loyalty and uncover new opportunities.
• Contribute to AE‑led pipeline reviews, QBRs, and regional planning sessions to align strategies and share customer insights.
• Support the RVP and sales leadership in achieving regional quotas by aligning customer outcomes with business growth.

Success Metrics

• Contribution to territory growth through upsells, cross‑sells, and expanded platform adoption, measure against annual sales targets.
• Data accuracy in D365, Netsuite, and other internal systems.
• Client participation in upgrades, campaigns, and training engagements.
• Travel:
  While not a travel role, occasional travel to annual conferences and sales meetings will be required.

• Employer paid Life Insurance / AD&D / Short‑Term
• Voluntary Long‑Term Disability Insurance / Term Life Insurance / AD&D
• Access to FSA Plans & Commuter Benefit Plans
• 401(k) Savings Plan where the Company Match of $0.50 for each $1 you contribute on the first 8% of pay.
• Both your contribution and the company contribution are immediately 100% vested.
• Access to the Roper Employee Stock Purchase Plan
• Paid Parental Leave Program.

Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions.

Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race,…