Client Success Manager

Jobtailor; Great Falls (MT); On-site; USD 50,000 - 80,000; Full time

Job summary

Jobtailor in Great Falls, MT seeks a Client Success Advocate to build strong partnerships and guide clients toward strategic outcomes. You will translate client objectives into actionable plans, share best practices, and coordinate with internal teams to ensure on-time delivery.

The role emphasizes client engagement, risk anticipation, and value maximization within a B2B fintech or software context.

Qualifications

• High school diploma or equivalent is required.
• Bachelor's degree in Business, Marketing, or related field preferred.
• Two years of experience in client success, account management, or relationship management in a B2B environment.

Responsibilities

• Develop partnerships by understanding each client’s objectives and long-term goals.
• Act as a navigator, providing insights and best practices to maximize service value.
• Monitor client engagement and satisfaction to anticipate needs and address risks before escalation.
• Coordinate between clients and internal teams to ensure alignment and timely delivery of solutions.

Skills

Communication

Problem-Solving

Collaboration

Education

High school diploma or equivalent

Bachelor's degree in Business, Marketing, or related field

Job description

Responsibilities

• Develop partnerships by understanding each client’s objectives, business strategies, and long-term goals
• Act as a navigator, providing insights and best practices to maximize the value of our services
• Monitor client engagement and satisfaction to anticipate needs and address risks before they escalation
• Support coordination between clients and internal teams to ensure alignment and timely delivery of solutions

Requirements

• High school graduate or equivalent required
• Bachelor's degree in Business, Marketing, or a related field preferred
• Two (2) years of experience in client success, account management, or relationship management in a B2B environment
• Background in financial services, fintech, or enterprise software/SaaS client engagement preferred
• Strong understanding of client success strategies

Soft Skills

• Communication
• Problem-Solving
• Collaboration