Client Success Manager

Clearspeed; San Diego (CA); Hybrid; USD 106,000 - 148,000; Full time

Benefits offered by this job

Stock options

Unlimited PTO

Health coverage

Remote/hybrid work flexibility

Job summary

Clearspeed seeks a client success professional to maximize value for client accounts. You will support retention and expansion by aligning product usage with client goals and driving adoption across SaaS solutions.

Responsibilities include leading client calls, coordinating training, and delivering proactive service while partnering with internal teams to meet client needs.

Qualifications

• Bachelor's degree or equivalent work experience.
• At least 4 years in Client Success, Client Service or Account Management.
• Experience in Financial Services or Insurance; Banking preferred.

Responsibilities

• Build strong relationships across accounts and deliver top client experiences.
• Collaborate with clients to understand goals and drive product adoption.
• Lead client calls and training, offering ongoing best practices.
• Contribute to business reviews with key observations from data.
• Identify opportunities to increase retention and upsell where suitable.

Skills

Client relationships

Account management

Project management

Communication

Bilingual EN/ES

Education

Bachelor's degree

Tools

Microsoft Office

Job description

• Open for applicants in any of the following locations: Washington, D.C. metro area or San Diego, CA
• Full-time with benefits
• Up to 20% travel
  

Description

• Open for applicants in any of the following locations: Washington, D.C. metro area or San Diego, CA
• Full-time with benefits
• Up to 20% travel
  

What You Will Do

You will support client accounts to ensure clients are getting the most value out of Clearspeed products and that client perspectives are understood and addressed with the purpose of increasing client retention and expansion.

Responsibilities

• Create strong working relationships across all accounts by understanding each client’s unique needs and providing best-class client experience.
• Partner with clients to understand their current and future business goals and challenges to provide actionable solutions to drive product adoption and increase usage of Clearspeed solutions.
• Lead client calls and product training sessions as well as providing ongoing consultation on best practices and effective workflows.
• Contribute to Quarterly Business Reviews and POV evaluations by providing key observations from operational data.
• Develop Client Success Plans / Strategies unique to each client in your portfolio.
• Use client management tools to track client activities, project tasks and communication; take a proactive approach to all client services.
• Advocate on behalf of our clients by working cross‑functionally with internal teams to address client requests and meet our clients’ needs.
• Track all client requests, product enhancements and software bugs.
• Minimize account churn and escape critical client issues when necessary.
• Continually identify opportunities to increase revenue, particularly in the areas of retention, upselling, and client experience.
• Perform additional related duties as required.

Who You Are

We value team members who are innovative, driven, and enthusiastic. You must be a proven self-starter with a hands-on mentality and a result-oriented attitude. You must be inquisitive and creative in solving problems and understanding new clients; structured and process-driven but efficient in execution; energetic, passionate, and resilient by nature!

Requirements

• Bachelor's degree in a related field or equivalent work experience.
• At least 4 years of professional experience in Client Success, Client Service, Account Management or equivalent experience with a strong focus on client communication and project management.
• Experience supporting clients within Financial Services, Insurance (required) and Banking (highly preferred).
• Experience supporting clients in a SaaS environment.
• Strong technical, project management, organizational and problem-solving skills.
• Strong Microsoft Office skills including PowerPoint, Word and Excel.
• Excellent verbal, written communication and presentation skills.
• Ability to prioritize workload to meet critical objectives and timelines, and work in a multitasking environment.
• Exceptional team player, but also comfortable working independently.
• Fluency in English and Spanish preferred.

Who We Are

At Clearspeed, we are driven by corporate DNA committed to the service of others and a passion for our AI-enabled technology that is redefining risk assessment. Our fast-growing team spans operations across the US, Canada, and EMEA. Together our team of brilliant minds, diverse in expertise and experience, collaborate and contribute to a shared vision of enabling trust, faster.Our company is committed to providing equal employment opportunities to all individuals. We value diversity and inclusion in our workplace, and we welcome and encourage individuals of all backgrounds to apply and join us on our journey to build trust faster.

Why join us?

• Impactful work
• Collaborative environment
• Work-life balance
• Remote/hybrid work flexibility

Our benefits

(may vary based on geographical location)

• Competitive compensation: salary + performance-based bonuses
• Stock options
• Unlimited paid time off
• Health and wellness coverage

Join us at Clearspeed and be a part of our success story. Together, we can make a difference!

Salary

Salary range is based on national benchmark data of comparable roles, skills and experience level. Exact compensation will be based on individual skills and experience, and location which will be assessed during the interview process.

Salary Description

Salary Range: $106,000 - $148,000