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Client Success Manager - Book of Business
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-09-04
Listing for:
IMA Financial Group, Inc.
Full Time
position Listed on 2026-09-04
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
IMA Financial Group, Inc. in San Francisco seeks a Client Manager to oversee a dedicated book of business of lower-complexity clients, delivering consistent service and lifecycle support as the primary client contact.
You'll coordinate with internal teams and ensure compliance, documentation standards, and service expectations are met throughout the client relationship. Responsibilities include managing a small-to-medium book, validating Salesforce workflows and data quality, reviewing work
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