Client Success Manager Job at KERV ai (New York)

Client Success Manager

The Client Success Manager is the primary contact and point of coordination betw...

Location

United States

Salary:

65000.00 - 80000.00 USD / Year

1Point21 Interactive

Expiration Date

Until further notice

Requirements

2+ years of hands-on Account Management or client-facing experience, preferably within a small to mid-sized legal marketing agency
Bachelor's degree (BA/BS) in Marketing, Business, Communications, or a related field
Experience managing client relationships, delivering digital strategies, and working on performance-driven campaigns
Solid digital marketing expertise with hands-on experience in areas such as SEO, paid media, social media, email marketing, or content marketing
Proficiency with Content Management Systems (CMS) like WordPress required
Ability to work in a collaborative environment and engage with cross-functional teams
A genuine passion for client success, with a focus on providing exceptional service

Job Responsibility

Serve as the primary point of contact for clients, facilitating clear and consistent communication between the client and iLawyer Marketing
Establish strong working relationships with clients, ensuring their needs and expectations are understood and met
Foster effective collaboration between the internal digital marketing and sales teams
Regularly analyze and review client performance data using tools like Google Analytics
Prepare and present monthly analytics reports that provide actionable insights to clients
Collaborate with both the marketing and sales teams to identify opportunities for improving client performance
Provide data-driven marketing recommendations and propose tailored solutions based on client goals
Advise clients on the best marketing products and strategies to meet their business objectives
Build and maintain long-term client relationships to ensure satisfaction and account retention
Proactively engage with clients to anticipate their needs and prevent potential issues

What we offer

Remote-First Environment
Medical, Dental, & Vision Insurance
Company 401(k) Matching
Monthly Phone & Data Stipend
Paid Vacation & Sick Time Off
Bonus incentive plan

Fulltime

Senior Client Success Manager

Our client, a leading provider in telecom, physical security, and cybersecurity ...

Location

United States , Portland

Salary:

80000.00 - 90000.00 USD / Year

CareerPaths NW

Expiration Date

Until further notice

Requirements

Manage and grow relationships with an assigned portfolio of 100+ clients
Drive renewals, upsells, and cross-sells across telecom, cybersecurity, and physical security solutions
Partner with clients in industries such as financial services, healthcare, retail, and automotive to understand their business needs
Serve as a consultative advisor — helping customers consolidate systems, improve connectivity, and integrate new technologies
Oversee the sales cycle for both one-time and recurring service work, including bundled product offerings
Collaborate with internal technical and project management teams to deliver on client expectations
Maintain strong product knowledge of our client’s flagship M-Suite solutions, connectivity services, and managed offerings
Use data and customer insights to proactively identify growth opportunities

Job Responsibility

Manage and grow relationships with an assigned portfolio of 100+ clients
Drive renewals, upsells, and cross-sells across telecom, cybersecurity, and physical security solutions
Partner with clients in industries such as financial services, healthcare, retail, and automotive to understand their business needs
Serve as a consultative advisor — helping customers consolidate systems, improve connectivity, and integrate new technologies
Oversee the sales cycle for both one-time and recurring service work, including bundled product offerings
Collaborate with internal technical and project management teams to deliver on client expectations
Maintain strong product knowledge of our client’s flagship M-Suite solutions, connectivity services, and managed offerings
Use data and customer insights to proactively identify growth opportunities

Fulltime

Client Success Manager

We are seeking an experienced Client Success Manager (CSM) to join our growing p...

Location

Brazil , São Paulo

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

3+ years of experience in financial services, fintech, or SaaS, ideally in a client-facing function such as Client Success, Relationship Management, or Implementation
Solid understanding of Brazil’s wealth and asset management ecosystem, including common workflows, market dynamics, and client expectations
Proven track record of building strong client relationships and driving measurable outcomes in adoption, retention, and satisfaction
Excellent communicator, comfortable engaging senior stakeholders and influencing across technical and business audiences
Self-starter with strong organizational skills and the ability to work effectively in a fast-paced, entrepreneurial environment
Analytical thinker with the ability to diagnose client challenges and develop clear, actionable solutions
Familiarity with CVM and Bacen regulations or financial data management standards in Brazil is highly valued
Bachelor’s degree required
studies in Finance, Economics, Business Administration, or Technology are a plus
Fluency in Portuguese and English is required

Job Responsibility

Develop deep expertise in the Addepar platform and apply it to your clients’ needs, workflows, and strategic goals
Build and execute tailored client success plans, identifying opportunities to drive adoption, product expansion, and long-term partnership growth
Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities, roadmap updates, and usage insights
Partner with Account Managers and Product Specialists to identify new commercial opportunities, including product cross-sells, new integrations, or advisory support
Serve as the voice of the client internally, advocating for regional feature needs, surfacing product feedback, and collaborating across Product, Engineering, and Services teams
Help design and scale client success processes suited to Brazil and Latin America, aligning with Addepar’s global standards while adapting to regional expectations
Ensure compliance with local regulations and data privacy norms, including LGPD (Lei Geral de Proteção de Dados), especially in areas related to financial data handling, client reporting, and cross-border collaboration

What we offer

Reasonable accommodation for individuals with disabilities

Fulltime

Client Success Manager

We are seeking an experienced Client Success Manager (CSM) to join our growing t...

Location

Singapore , Singapore

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Several years of experience in financial services, fintech, or SaaS, preferably in a client-facing role such as Client Success, Relationship Management, or Implementation
Strong understanding of the investment and wealth management landscape in Southeast Asia, including client workflows, regional challenges, and operating norms
Proven ability to build and deepen client relationships, with a history of driving strong adoption, advocacy, and satisfaction metrics
Confident communicator with the ability to engage senior stakeholders and influence across client and internal teams
Comfortable working independently and navigating ambiguity in a fast-paced, entrepreneurial environment
Analytical mindset with the ability to distill complex problems into clear action plans
Familiarity with MAS regulations and PDPA, particularly in the context of financial data handling, is a strong advantage
Bachelor’s degree required
a background in finance, economics, or a technical discipline is a plus
Willingness to travel within the region as client needs dictate

Job Responsibility

Develop deep expertise in the Addepar platform and apply it to your clients’ needs, workflows, and strategic goals
Build and execute tailored client success plans, identifying opportunities to drive adoption, product expansion, and long-term partnership growth
Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities, roadmap updates, and usage insights
Partner with Account Managers and Product Specialists to identify new commercial opportunities, including product cross-sells, new integrations, or advisory support
Serve as the voice of the client internally, advocating for regional feature needs, surfacing product feedback, and collaborating across Product, Engineering, and Services teams
Help design scalable client success processes for the Singapore and broader APAC market, supporting our growing regional footprint
Ensure awareness of and adherence to regulatory requirements and local norms, including MAS guidelines and Singapore’s Personal Data Protection Act (PDPA), particularly in areas like data privacy, client reporting, and cross-border engagement

What we offer

Global flexible workforce model
Equal opportunity employer
Reasonable accommodation for individuals with disabilities

Fulltime

Senior Client Success Manager

Aptitude’s Client Success (“CS”) Team plays a crucial role in driving successful...

Location

Australia , Sydney

Salary:

Not provided

Aptitude Software

Expiration Date

Until further notice

Requirements

10+ years’ experience in enterprise SaaS Customer Success or Account Management roles
Proven track record of closing renewals and expansions independently – not reliant on Sales
Demonstrable success in expanding accounts into parent/sister companies and new business units
Consistent history of achieving or exceeding commercial targets (renewals, upsells, multi-year expansions)
Exceptional executive presence and confidence influencing C-level stakeholders
Deep commercial acumen with the ability to link product adoption directly to business outcomes and ROI
Based in Sydney with proven experience managing enterprise client portfolios across APAC

Job Responsibility

Own and deliver against annual revenue targets (renewals + expansion) across your client portfolio
Independently negotiate and close renewals and expansions, including multi-year and enterprise-wide contracts
Drive upsell and cross-sell across the full solution suite, identifying whitespace opportunities and expanding into parent companies, subsidiaries, and sister organisations
Lead C-suite level engagements, delivering compelling ROI-focused QBRs and positioning Aptitude as a growth partner
Build and execute strategic account expansion plans that directly tie product adoption to commercial outcomes
Accurately forecast pipeline and deliver ≥90% forecasting accuracy on renewals and expansions
Act as the single point of accountability for both client success and commercial outcomes in APAC

What we offer

Superannuation
Private Healthcare
Employee Assistance Programme

Fulltime

Senior Client Success Manager

Aptitude’s Client Success (“CS”) Team plays a crucial role in driving successful...

Location

United States

Salary:

Not provided

Aptitude Software

Expiration Date

Until further notice

Requirements

10+ years’ experience in enterprise SaaS Customer Success or Account Management roles
Proven track record of closing renewals and expansions independently – not reliant on Sales
Demonstrable success in expanding accounts into parent/sister companies and new business units
Consistent history of achieving or exceeding commercial targets (renewals, upsells, multi-year expansions)
Exceptional executive presence and confidence influencing C-level stakeholders
Deep commercial acumen with the ability to link product adoption directly to business outcomes and ROI

Job Responsibility

Own and deliver against annual revenue targets (renewals + expansion) across your client portfolio
Independently negotiate and close renewals and expansions, including multi-year and enterprise-wide contracts
Drive upsell and cross-sell across the full solution suite, identifying whitespace opportunities and expanding into parent companies, subsidiaries, and sister organisations
Lead C-suite level engagements, delivering compelling ROI-focused QBRs and positioning Aptitude as a growth partner
Build and execute strategic account expansion plans that directly tie product adoption to commercial outcomes
Accurately forecast pipeline and deliver ≥90% forecasting accuracy on renewals and expansions

What we offer

401(k) retirement plan with matching
Competitive vacation and paid time off
Healthcare benefits – medical insurance, dental insurance and vision plans
Pre-tax saving accounts
Life and Disability Insurance
ShareSave scheme (ability to purchase company shares on preferential terms)
Flexible working conditions

Senior Client Success Manager

Aptitude’s Client Success (“CS”) Team plays a crucial role in driving successful...

Location

United States , Boston

Salary:

Not provided

Aptitude Software

Expiration Date

Until further notice

Requirements

10+ years’ experience in enterprise SaaS Customer Success or Account Management roles
Proven track record of closing renewals and expansions independently – not reliant on Sales
Demonstrable success in expanding accounts into parent/sister companies and new business units
Consistent history of achieving or exceeding commercial targets (renewals, upsells, multi-year expansions)
Exceptional executive presence and confidence influencing C-level stakeholders
Deep commercial acumen with the ability to link product adoption directly to business outcomes and ROI

Job Responsibility

Own and deliver against annual revenue targets (renewals + expansion) across your client portfolio
Independently negotiate and close renewals and expansions, including multi-year and enterprise-wide contracts
Drive upsell and cross-sell across the full solution suite, identifying whitespace opportunities and expanding into parent companies, subsidiaries, and sister organisations
Lead C-suite level engagements, delivering compelling ROI-focused QBRs and positioning Aptitude as a growth partner
Build and execute strategic account expansion plans that directly tie product adoption to commercial outcomes
Accurately forecast pipeline and deliver ≥90% forecasting accuracy on renewals and expansions

What we offer

401(k) retirement plan with matching
Competitive vacation and paid time off
Healthcare benefits – medical insurance, dental insurance and vision plans
Pre-tax saving accounts
Life and Disability Insurance
ShareSave scheme (ability to purchase company shares on preferential terms)
Flexible working conditions and hybrid work model

Fulltime

Client Success Manager

The Client Success Manager plays a crucial role in overseeing the implementation...

Location

India , Delhi

Salary:

Not provided

Avomind

Expiration Date

Until further notice

Requirements

Minimum of 5 years of demonstrated experience in customer/client success management or a relevant field
MBA degree or equivalent advanced education
Familiarity with Software as a Service (SaaS) industry
Previous involvement with call center/BPO organizations and familiarity with associated technologies
Proficiency in multitasking and prioritizing tasks within a dynamic and fast-paced environment
Strong problem-solving abilities coupled with meticulous attention to detail
Sound analytical skills to effectively interpret and leverage data for decision-making
A collaborative team player with a proactive approach towards meeting objectives
Exceptional written, verbal, and presentation communication skills
Must willing travel twice per quarter

Job Responsibility

Oversee implementation and project management of the company’s products into the client environments
Work with the client and client’s analytics teams to analyze Jibe data to deliver actionable insights for clients, assisting in getting agents to Jibed Status, making accurate survey predictions for every interaction
Manage end-user relationships and participate in client-facing business reviews and Quarterly Business Reviews
Provide client feedback and implementation findings to make recommendations for the continuous evolution Jibe
Lead Jibe trainings for clients, ensuring effective adoption and utilization of the platform
Effectively collaborate and communicate with the globally dispersed client’s team to ensure alignment and seamless execution

Fulltime

Client Success Manager

KERV ai

Location:
United States , New York

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 13, 2026

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