Client Success Manager

Lighthouse Document Technologies Inc; Oregon; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

401k match

Flexible PTO

Annual bonus

Job summary

Lighthouse Document Technologies Inc in Oregon is seeking a Client Success Manager to design and present solutions, onboard clients, and drive growth and retention for enterprise accounts. You will leverage deep knowledge of Lighthouse solutions to maximize value and ensure we meet client expectations across services.

The role emphasizes consultative selling, stakeholder engagement, and cross-functional collaboration to create strategic account plans and reduce churn.

Qualifications

• Bachelor's degree required, advanced degrees a plus.
• 5+ years in Sales, Sales Support, or project management.
• Experience with enterprise deployments and program management.
• Strong analytical and logical skills.
• Strong client empathy and relationship-building abilities.
• Ability to influence and drive change with clients.

Responsibilities

• Create ongoing relationships with clients and tailor adoption strategies.
• Improve client experience by proactive consultation and gap analysis.
• Develop new business opportunities with existing clients and upsell Lighthouse products.
• Use consultative selling and represent service/product implementation at enterprise level.
• Communicate and influence stakeholders at all levels of an organization.
• Develop medium to long-range client plans and protect/grow relationships.
• Identify root causes of churn and address client dissatisfaction proactively.
• Respond to client issues with flexibility, adapting to unforeseen situations.
• Provide training materials and lead initiatives across teams.

Skills

Relationship building

Client empathy

Communication

Presentation

Problem solving

Cross-functional collaboration

Education

Bachelor's degree

Master's degree or JD a plus

Job description

What is special about Lighthouse?

Lighthouse is built on a foundation of unique, compassionate, highly driven individuals. We elevate the strengths and talents of those around us while leveraging opportunities for growth. We offer the experience of solving complex problems while continuing to grow multiple facets of your career. Lighthouse is where innovation meets support and where collaboration is the key ingredient to success. We grow together and are stronger together.

What's unique about this role?

The Client Success Manager is responsible for designing and presenting solutions, onboarding clients, as well as growing and retaining enterprise clients at Lighthouse. By leveraging deep knowledge of Lighthouse solutions, the Client Success Manager will help clients maximize the initial value they receive from Lighthouse, ensure we are meeting client expectations across all services, and continue to drive growth through value added services and consultative selling.

What will this person do?

• Create ongoing relationships with clients, being aware of clients' individual needs, and using key information to help drive product/service adoption.
• Improve client experience by anticipating customer needs, consulting proactively, and performing gap analysis.
• Develop new business opportunities with existing clients by promoting company products and services.
• Use consultative selling techniques and be the voice for service and product implementation at an enterprise level.
• Communicate, present, and influence key stakeholders at all levels of an organization.
• Develop new business opportunities with existing clients.
• Create medium to long-range plans and help prepare strategies to protect, grow, and diversify the relationship.
• Identify root causes for customer churn and possible client dissatisfaction proactively.
• Respond to client issues directly, being adaptable and flexible, and diving into unexpected situations.
• Prioritize and effectively apply different models of customer engagement - from high touch focused on customer intimacy to low touch for efficiency.
• Keep clients proactively updated about new tools, products, and offerings; and provide client demonstrations.
• Guide clients through onboarding processes, initiatives, working sessions, and presentations.
• Create client deliverables including client playbooks, marketing materials, and responding to RFP/RFI's
• Understand client requirements for both case level and program level initiatives.
• Develop implementation plans for new products and services.
• Create training materials for the team and be a visible leader.
• Perform other related duties as assigned.

Bring your passion and together we will shine.

It would also be great if you had the following:

• Bachelor's degree (Masters or JD a plus)
• 5 years of work experience with Sales, Sales Support, or project management experience
• Proven ability to maintain highly valuable and outcome-based relationships with a diverse customer account base.
• Experience with enterprise level deployments and program management
• Strong analytical and logical skills
• Strong client empathy
• Ability to build relationships with clients.
• Ability to affect and influence change with clients.
• Outstanding organizational skills and the ability to multitask.
• Ability to problem-solve and change course/re-plan when issues arise or situations without clear parameters.
• Ability to scope and understand a client's case and program level goals and needs; and develop a plan around them.
• Ability to deliver detailed / complex information clearly.
• Ability to assist Sales in proposals and presentation as well as upsell Lighthouse products.
• Strong technical writing and presentation skills.
• Ability to foster positive and professional relationships at all levels internally and externally.
• Delegate work to Client Services, Advisory Services, and other departments.

Work Environment and Physical Demands

• Duties are performed in a typical office environment while at a desk or computer table.
• Duties require the ability to use a computer, communicate over the telephone, and read printed material, in a quiet and professional setting.
• Duties may require being on call periodically and working outside normal working hours (evenings and weekends).

Lighthouse celebrates and thrives on diversity and is an Equal Opportunity Employer. We hire, train, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. We welcome any talents and contributions you can bring to the team and are deeply committed to growing an environment where everyone can feel safe, is respected, and can show up as themselves. Come as you are!

As required by applicable pay transparency laws, Lighthouse complies with compensation disclosure requirements for roles that may be hired in locations under these requirements. Factors that may be used to determine your actual salary may include a wide array of factors, including: your specific skills and experience, geographic location, or other relevant factors. The salary range for this position may be tailored to be lower or higher in different talent markets.

Lighthouse offers a comprehensive quality benefits package including medical, dental, vision, and a 401k with company match.

Company paid benefits also include Life & AD&D, short and long-term disability, telemedicine, and other wellness plans.

We offer a generous Flexible PTO program and paid volunteer days.

Employees may also participate in voluntary insurance plans including accident, hospitalization, and critical illness plans as well as pet insurance.

This role will be eligible to participate in an annual bonus or incentive program.

As a trailblazer and catalyst for change, Lighthouse rises to each opportunity to help our clients, and our people do what they do best—shine.