Client Success Manager

Jobtailor; Jacksonville (FL); On-site; USD 75,000 - 115,000; Full time

Job summary

Jobtailor is seeking an experienced Client Success professional in Jacksonville, FL to lead strategic conversations with senior stakeholders, identify partnerships and growth opportunities, and drive product adoption. You will collaborate with product, sales, and support to deliver tailored solutions and measurable impact.

The role focuses on proactive client health analysis, renewal value storytelling, and building joint success plans with milestones and KPIs to ensure long-term value

Qualifications

• 3–5 years in Client Success or Account Management, fintech exposure.
• Bachelor's degree and ability to articulate business value to clients.
• Strong knowledge of fintech trends, challenges, and opportunities.

Responsibilities

• Lead strategic discussions with senior stakeholders to identify partnerships and growth opportunities.
• Collaborate cross-functionally with product, sales, and support to deliver tailored solutions.
• Monitor client health, mitigate risk, improve product adoption, and reduce churn.
• Build joint success plans with milestones and measurable KPIs to achieve outcomes.
• Drive renewal conversations and articulate the renewal value story to clients.

Skills

Client Success

Account Management

Data Analysis

KPI Development

Product Adoption Strategies

Leadership

Relationship Building

Strategic Advisory

Proactive Engagement

Communication

Education

Bachelor's degree

Tools

Tableau

Data Visualization Software

Job description

• Act as a subject matter expert in business-specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities.
• Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
• Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization.
• Develop a deep understanding of clients’ business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption.
• Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn.
• Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback.
• Capture, communicate, and bring forward expansion recommendations from customer insights to sellers.
• Act as a liaison between product management and clients; partner with sales & professional services teams.
• Participate in the renewal process and articulate the renewal value story to clients.

Requirements

• 3-5 years of experience in Client Success, Client Service/Support, Account Management, or similar roles
• Bachelor’s degree; relevant previous experience in financial technology services
• Ability to clearly articulate business value (written/verbal) to various stakeholders within clients’ organizations
• Knowledge of financial technology industry and products, including market trends, challenges, and opportunities
• Strong analytical skills, including experience with Tableau or similar software, and turning data into insights
• Strong leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles

Core Competencies

Demonstrates expertise in Client Success and Account Management, with a strong focus on financial technology services. Capable of analyzing client data to drive product adoption and articulate business value to stakeholders.

Highest-signal resume keywords

• Client Success Management
• Financial Technology Knowledge
• Analytical Skills
• Cross-Functional Collaboration
• Stakeholder Communication

ATS Optimization Keywords

Hard Skills

• Client Success
• Account Management
• Data Analysis
• KPI Development
• Product Adoption Strategies

Soft Skills

• Leadership
• Relationship Building
• Strategic Advisory
• Proactive Engagement
• Communication

Industry Keywords

• Financial Technology Services
• Market Trends
• Client Health Analysis
• Renewal Process
• Business Value Articulation

Tools & Technologies

• Tableau
• Data Visualization Software