Client Success Manager

Dakota Software; Clifton (TX); Remote; USD 85,000 - 120,000; Full time

Job summary

Dakota Software is seeking a Client Success Manager to guide customers through onboarding, adoption, and value realization for our SaaS solutions. This fully remote role requires you to reside in the US and collaborate with cross-functional teams to deliver outcomes.

You’ll manage projects, nurture relationships, present outcomes, and identify growth opportunities while ensuring client satisfaction and renewal readiness.

Qualifications

• Bachelor's degree in Sales, Business Administration, or related field.
• Experience in a customer-facing role such as customer success, account management, sales or consulting.
• SaaS customer success experience preferred.

Responsibilities

• Serve as the primary contact for new and existing clients to drive software implementation and adoption.
• Project manage onboarding to achieve successful outcomes and value realization.
• Collaborate with Business Analyst to define solutions and project approach.
• Create statements of work and project plans with milestones.
• Coordinate deployments and client communications across stakeholders.
• Identify risks and work with clients to mitigate impact.
• Maintain strong client relationships and measure satisfaction with new features.
• Explore up-sell, expansions and renewals within accounts.
• Keep management informed of account developments.
• Deliver high-quality presentations to clients and internal teams.

Skills

Customer success

Project management

SaaS sales

Time management

Presentation skills

Account management

Relationship building

Education

Bachelor's degree in Sales, Business Administration, or related field

Job description

THIS POSITION IS FULLY REMOTE Applicants need to reside in one of the following states: The Client Success Manager serves as the primary contact for new and existing clients, advising and guiding them through implementation of the software, ensuring they adopt it widely and ultimately recognize business value of the solution in order to retain them as long-term customers.

• Act as the single point of accountability for all aspects of client projects, and as an escalation point for internal and external resources
• Project manage client onboarding to successful outcomes, accelerating the time they begin finding value
• Collaborate with the Business Analyst to determine a solution to client request and project approach
• Create Statements of Work (SOWs) and project plans with project tasks/activities organized against project milestones
• Monitor and facilitate the completion of work requests, and schedule deployments of work to client sites
• Manage and facilitate project communications to stakeholders and project team members
• Identify and manage project risks, and work with clients to avoid or minimize impact
• Maintain positive relationships with clients and manage client success, including measuring satisfaction and educating on new features
• Mine current customer relationships for up-sale possibilities, expansions and renewals
• Keep management abreast of developments in major accounts
• Bachelor's degree in Sales, Business Administration, or related field; Experience in a customer facing role, such as customer success, account management, sales or consulting
• Experience in Customer Success in a SaaS business preferred
• SaaS software sales experience preferred
• Skilled in time-management and prioritization to meet close deadlines
• Ability to deliver high-quality presentations