Client Success Account Manager

Tyler Technologies, Inc.; Logan (UT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive benefits

Career growth opportunities

Recognition as a great workplace

Job summary

A leading tech firm based in Logan, Utah, is seeking a Client Success Account Manager. This role involves facilitating onboarding experiences for Channel Partners and Merchant Acquiring Clients. The ideal candidate should have strong interpersonal and organizational skills, with a BS/BA degree and experience in managing client accounts. Key responsibilities include developing training documentation and collaborating with sales to enhance client satisfaction. The company promotes a supportive work environment with competitive benefits and a focus on career growth.

Qualifications

• 1-2 years experience managing client accounts or software implementations preferred.
• Strong knowledge of the software life cycle is strongly preferred.
• Commitment to follow through until processes are completed.

Responsibilities

• Build a strong onboarding experience for Channel Partners.
• Collaborate with partners to improve software based on customer needs.
• Develop video content for product training to be housed in the LMS.

Skills

Interpersonal skills

Organizational skills

Problem-solving skills

Analytical ability

Communication skills

Education

BS/BA degree in a related field or equivalent experience

Tools

Microsoft Office (Word, Excel, PowerPoint)

Salesforce

Microsoft Dynamics

Job description

As a Client Success Account Manager, you will be the primary point of contact for our Onboarding Channel Partners and Merchant Acquiring Clients.

As a part of Tyler’s corporate staff, you will make an impact on outcomes that affect various areas of the company. Your work will ultimately support our team members, clients, stakeholders, and the public sector.

Location

North Logan, Utah

Travel

10-25%

Responsibilities

Channel Partner Onboarding:

• Build a strong and pleasant onboarding experience for Channel Partners.
• Direct, assist and train Onboarding Specialists.
• Implement an Onboarding Welcome Packet, including training documents for interface users.
• Proactively monitor and identify key performance indicators (KPIs) for the team.
• Implement, track, and achieve KPIs.
• Create Totango Cadences for Onboarding Experiences.

Client and Partner Interaction:

• Collaborate with partners and the product team to provide feedback and suggestions for improving our software based on customer needs and usage patterns.
• Work closely with sales and onboarding to identify and address any client concerns or issues during the onboarding process.
• Implement onboarding experience surveys for Sales and Agents.

Training and Documentation:

• Develop video content for product training to be housed in the Learning Management System (LMS).
• Onboarding and Training of New Partners and Merchants.
• Create training documentation for onboarding and LMS system content.
• Provide client release notes and new product notifications.
• Coordinate with the product development team on training for new products.
• Train Business Development Representatives (BDRs) per standard operating procedures (SOP) for 60 days.
• Coordinate with the Director of Sales for Partner Onboardings.

Account Management and Support:

• Define customer success stages in Totango, including Onboarding, Adoption, Expansion, and Retention/Advocacy.
• Establish Quarterly Business Reviews (QBRs) for Channel Partners and Acquiring Clients.
• Create digital disbursements and restitution implementation guides.
• Develop System Admin Training from an outline, including roles and responsibilities of user permissions with IT collaboration.
• Oversee Channel Partner/Agent transitions.
• Provide RFS (Request for Service) Coverage during the interim period of Training (60-90 days).

Agent Support:

• Serve as the primary point of contact for Channel Partners and Merchant Acquiring Clients.
• Build rapport and confidence with clients and partners in the servicing and ticketing process.
• Identify improvements within the agent support process.
• Triage and troubleshoot client issues.
• Triage and troubleshoot Channel Partner issues.
• Handle escalated calls/tickets from client support specialists.
• Escalate tickets to direct reports.
• Conduct weekly call monitoring.
• Oversee the Customer Success Queue in Salesforce.

Qualifications

• BS/BA degree in a related field or equivalent experience is desired.
• External candidates should have a minimum of 1-2 years of experience managing client accounts or software implementations.
• Internal candidates typically require 1-3 years of experience in implementing software.
• Strong knowledge of the software life cycle is strongly preferred.
• Excellent planning and organizational skills, with a commitment to follow through until processes are completed.
• Exceptional interpersonal skills, including verbal and written communication, teamwork, and customer service skills.
• Proficiency in using computers and exposure to IT infrastructure components required.
• Strong decision-making and problem-solving skills.
• Strong analytical ability, particularly in a technical environment.
• Proficient in Microsoft Word, Excel, and PowerPoint. Working knowledge of Microsoft Dynamics a plus.
• Exceptional conflict management skills.
• If you are a results‑oriented, highly organized professional with a passion for delivering exceptional customer experiences, we encourage you to apply for the Client Specialist manager position at Tyler.

Great Place to Work & Grow Your Career

Come join us as we transform the public sector! Our mission, vision, and values guide everything we do. We’re also frequently recognized as a great workplace locally and nationally. See our many awards and accolades .

Taking Care of You & Your Family

Your health and well‑being are important to us. That’s why we invest in our team members by offering competitive benefits to support their health and financial wellness. Learn more about how we care for our people .

Apply Online

Requisition Number:2026-8402
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Tyler Technologies is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, creed, gender, marital status, sexual orientation, citizenship status, color, religion, national origin, age, disability, protected veteran status, or any other status protected under local, state, or federal laws. If you require reasonable accommodation for any part of the application or hiring process due to a disability, please submit your request by emailing [e-mail] or by calling 800.646.2633 ext. 791008. Please keep in mind these methods are reserved for individuals who require accommodation due to a disability.

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To make work even more rewarding, we offer a wide range of benefits to support the overall wellness of you and eligible family members.

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