Client Success Manager

Lyra Technology Group; Jacksonville (FL); On-site; USD 75,000 - 85,000; Full time

Job summary

Lyra Technology Group seeks a Client Success Manager for The Scarlett Group, focusing on post-sale retention and revenue expansion. You will deepen client value by aligning business goals with technology decisions, acting as a strategic advisor, and driving measurable NRR growth.

You will own client health, develop roadmaps for 12–36 months, and identify upsell opportunities while maintaining a disciplined cadence of quarterly business reviews. Hybrid work with travel across the Southeast.

Qualifications

• 5+ years in account success, client success, or similar B2B role in MSP/IT services.
• Bachelor’s degree in a related field.
• Proven track record owning and growing a book of business.
• Ability to hold strategic conversations with C-suite stakeholders.
• Comfort leading advisory upsell discussions that fit client needs.
• Experience documenting and improving operational processes.
• Skilled in technology roadmapping and business reviews.
• CRM proficiency (HubSpot or similar; ConnectWise preferred).
• Strong organization across multi-client portfolios.
• Proactive mindset to identify risks and opportunities.

Responsibilities

• Own client relationships and act as strategic advisor to executives.
• Maintain on-site presence with travel as needed and conduct regular business reviews.
• Translate technology recommendations into business value and ROI.
• Manage net revenue retention, renewals, and expansion opportunities.
• Develop and implement repeatable client success processes and standards.

Skills

5+ years experience

Strategic conversations

Executive stakeholder skills

Upsell & cross-sell

Operational process design

Roadmapping & business reviews

CRM experience (HubSpot/ConnectWise)

Book of business ownership

Client health & renewal focus

Travel to on-site visits

Education

Bachelor’s Degree

Tools

HubSpot

ConnectWise

MS Office / BI tools

Job description

Lyra Technology Group is a private equity-backed holding company that invests in and operates industry leading technology service businesses. Our companies are operated independently by exceptional management teams. Companies that join our group retain the employees, name, and culture that have made them successful. As a platform of Evergreen Services Group, we never divest from businesses we partner with and approach every decision with the goal of driving sustainable and healthy growth over the long term.

Lyra Technology Group is seeking a Client Success Manager for one of their operating companies, The Scarlett Group. The Client Success Manager is the post-sale owner of client retention and revenue expansion, where client value means the measurable return a client gets not just from their technology investment, but from the partnership itself. That value lives in how effectively the MSP translates a client's business goals, risk tolerance, and operational challenges into technology decisions that move them forward. This role blends technical fluency with executive-level relationship management: the person in this seat earns the trust of clients as a strategic advisor, runs a disciplined roadmap and business review motion, and converts that trust into measurable NRR growth. Unlike a traditional account manager, this is not a coordination or escalation role. Unlike a salesperson, the lever is not prospecting; it is deepening the value clients already receive and identifying what they should be investing in next. Beyond their own book of business, the Client Success Manager owns the processes and standards that make client success repeatable: building them where they do not exist and improving them where they do.

A bit about The Scarlett Group...

At the Scarlett Group, we believe technology should be a catalyst for growth, not a barrier to success. As a leading provider of managed IT services, cybersecurity, data analytics, business intelligence, and AI solutions, we help organizations solve complex business challenges, improve performance, and reduce risk. For nearly 20 years, we've partnered with businesses across the Southeast and beyond to transform technology into a strategic advantage through innovative solutions and exceptional service. We combine deep technical expertise with a business-first approach, helping clients align technology with their goals while driving efficiency, security, and long-term growth. We're a fast-growing, people-first organization that values collaboration, accountability, continuous learning, and innovation. If you're looking for an opportunity to make an impact, grow your career, and work alongside a team dedicated to helping clients succeed, we'd love to hear from you.

You will own...

Client Relationships and Advisory Presence

• Serve as the face of the company for client value: the person clients call when they want to think through a business challenge, not just a technology problem.
• Build and sustain trusted advisor relationships with client executives and key stakeholders, maintaining an active in-person presence including regular on-site visits and travel as needed.
• Stay current on the industries, compliance environments, and business pressures your clients operate in, so your recommendations are grounded in their reality, not generic best practice.
• Maintain a clear view of client health across your book: flag at-risk accounts early, develop recovery plans, and elevate where needed.

Technology Fluency and Recommendations

• Translate technology recommendations into business terms: quantify risk, articulate ROI, and connect infrastructure decisions to client outcomes rather than specs.
• Serve as a credible voice in technical discussions without being the engineer in the room, with working knowledge of endpoint protection, identity and access management, backup and disaster recovery, Microsoft 365 and Azure, network infrastructure, compliance frameworks such as HIPAA, CMMC, SOC 2, and CIS Controls, and cybersecurity insurance requirements.
• Lead hardware lifecycle conversations with clients, including refresh planning, end-of-life risk, and the real cost of deferring investment.

Retention and Growth

• Own net revenue retention for an assigned book of business, including renewals, expansion, and churn prevention.
• Run a disciplined business review cadence with every client, focused on forward-looking strategy rather than operational recaps, and build technology roadmaps that align client business goals with a prioritized plan for the next 12 to 36 months.
• Identify upsell and cross-sell opportunities through proactive roadmap and planning conversations, not reactive quoting, and maintain a pipeline that gives the delivery team a consistent backlog to pull from.

Practice Development

• Translate how client success should work into documented standards, repeatable cadences, and tracking systems that hold the team accountable and scale with the business.
• Improve how accounts are segmented, how reviews are structured, how health is measured, and how risk is flagged.
• Track KPIs including QBR completion, upsell pipeline, expansion results, churn, and client health scores, and provide regular feedback to leadership on trends, service gaps, and opportunities.

Our ideal Client Success Manager has the following qualifications:

• 5+ years of experience in account management, client success, or a comparable B2B client-facing role, with at least some of that experience in an MSP or IT services.
• Bachelor’s Degree in a related field.
• Demonstrated track record of owning and growing a book of business: retaining clients, expanding revenue, and managing renewals with accountability for outcomes.
• Ability to hold strategic, forward-looking conversations with C-suite and executive stakeholders, not just operational or service conversations.
• Comfortable leading upsell discussions that are advisory in nature: the goal is to recommend what genuinely fits, not to push transactions.
• Experience building or improving operational processes within a team or department: translating how work gets done into documented standards, establishing systems that ensure consistency, and defining the metrics that measure whether it is working.
• Working knowledge of technology roadmapping, business reviews, and white space analysis. Direct experience with tools like ScalePad Lifecycle Insights, MyITProcess or similar is a plus.
• Proficiency with HubSpot or comparable CRM. ConnectWise or PSA experience preferred.
• Strong organizational discipline across a multi-client portfolio: you manage cadences, follow through consistently, and do not drop details.
• A proactive disposition: you identify risk before it becomes churn and find opportunity before clients ask.

The targeted base compensation for this role is $75,000-$85,000 with variable compensation tied to net revenue retention and expansion performance. This role operates out of Jacksonville, FL in a hybrid model and includes regular in-person client meetings and travel within the Southeast region.