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Client Executive, Mid-Market

Job in San Francisco, San Francisco County, California, 94199, USA
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
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
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
Requirements
  • 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
Hard Skills
  • Customer Success
  • Account Management
  • Relationship Management
  • metric‑based reporting
  • data translation into actionable insights
Soft Skills
  • strong communication skills
  • empathetic mindset
  • solutions‑oriented mindset
  • results‑driven
  • attention to detail
  • follow‑through
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