Client Success Manager

2 hours, 18 minutes ago
Full-time
Mid Level
Customer and Technical Support
Softdocs

Softdocs

Softdocs offers education-focused ECM solutions, electronic forms, and workflow automation to streamline processes and enhance productivity in higher education and K-12 markets.

Internet Software & Services
51-250
Founded 1998

Description

  • Own the retention, renewal, and growth of an assigned portfolio of clients.
  • Identify, develop, and help execute upsell, cross-sell, and expansion opportunities.
  • Proactively identify and mitigate churn risk through strategic client engagement and remediation planning.
  • Build trusted advisor relationships with executive sponsors, decision-makers, and operational stakeholders.
  • Lead strategic business reviews focused on client outcomes, product adoption, operational value, and future opportunities.
  • Drive product adoption and overall client health across assigned accounts.
  • Coordinate escalations and cross-functional client success efforts as needed.
  • Maintain accurate forecasting, account activity, opportunity tracking, and client health data in Salesforce and related tools.
  • Partner with Sales, Professional Services, Support, Product, Engineering, and Marketing to improve client outcomes and experience.
  • Represent Softdocs at client events, conferences, webinars, and marketing initiatives.

Requirements

  • 3–5+ years of experience in Client Success, Account Management, Consulting, Sales, Professional Services, Project Management, or a similar client-facing role.
  • Experience managing complex client relationships and driving measurable business outcomes.
  • Bachelor’s degree preferred, or equivalent professional experience.
  • Ability to learn and strategically position enterprise SaaS platforms, including ECM, forms, workflow, and automation solutions.
  • Experience using Salesforce or similar CRM/client success platforms for forecasting, account management, and client engagement tracking.
  • Strong business technology acumen and ability to align software capabilities to organizational outcomes.
  • Experience managing renewals, retention efforts, upsell opportunities, or account growth targets.
  • Strong consultative engagement, strategic account management, organizational, forecasting, problem-solving, and prioritization skills.
  • Ability to communicate effectively with executive leadership, operational stakeholders, and technical teams.
  • Willingness to work remotely from the U.S. and travel up to 20%; preference for candidates located in the Northeast or Atlantic region.

Benefits

  • 100% remote work from anywhere in the U.S.
  • Competitive base salary of $65,000–$75,000 per year.
  • Strong commissions component with additional SPIF and up to $17,000 in bonus opportunities.
  • Medical, dental, and vision insurance.
  • 401(k), disability coverage, and $15,000 life insurance.
  • Flexible PTO, 13 paid holidays, and paid parental leave.
  • Laptop/equipment stipend to set up your remote workspace.
  • Professional development opportunities, including training and leadership exposure.

Interested in this position?

Apply directly on the company website

Apply Now

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