Client Executive, Mid-Market
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-11
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-11
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM, Account Manager, CRM System
Job Description & How to Apply Below
Responsibilities
- This role’s primary focus is managing a portfolio of SMB and Mid‑Market clients, serving as their point of contact and trusted advisor throughout the client lifecycle
- Build and maintain strong client relationships by communicating Headspace's value, responding to inquiries, and troubleshooting issues in a timely and professional manner
- Monitor client health and risk, proactively identifying opportunities to deepen relationships and drive engagement across client organizations
- Partner with clients to support onboarding, adoption strategies, and renewals, ensuring they are getting measurable value from Headspace
- Support clients through contract renewals and expansions, helping guide them through pricing and partnership decisions
- Provide regular reporting to clients that demonstrates the impact and value Headspace delivers for their employees
- Maintain accurate and up‑to‑date client documentation across internal systems, including Salesforce, Asana, Google Suite, Highspot, Brandfolder, Ironclad, and AI tools such as ChatGPT, Claude, and/or Gemini
- Collaborate with internal teams – including Sales, Product, and Marketing – to share client insights, represent the voice of the customer, and improve our overall offering
- Work with third‑party partners on behalf of clients, including consultants and eligibility vendors, as needed
- 4+ years of experience in Customer Success, Account Management, Relationship Management, or a similar client‑facing role
- Proven ability to manage and grow client relationships with a focus on retention and engagement
- Strong communication skills – organized, clear, and able to tailor messaging to different audiences
- Empathetic and solutions‑oriented mindset with a genuine desire to help clients succeed
- Comfortable working in a fast‑paced, high‑growth environment with shifting priorities
- Results‑driven with strong attention to detail and follow‑through
- Experience delivering metric‑based reporting and translating data into actionable insights
- Familiarity with Salesforce or similar CRM tools
- Customer Success
- Account Management
- Relationship Management
- metric‑based reporting
- data translation into actionable insights
- strong communication skills
- empathetic mindset
- solutions‑oriented mindset
- results‑driven
- attention to detail
- follow‑through
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