Client Success Manager

Lancesoft; United States; Remote; USD 41,000 - 48,000; Full time

Job summary

Lancesoft is seeking a Regional Merchant Success Manager to support and grow SMB grocery partners. You will manage a focused book of approximately 75 merchants, drive revenue, and guide merchants on visibility and listings on the platform.

This remote role involves outbound calls, email outreach, and data-driven conversations to reduce churn, deliver QBRs, and collaborate with internal teams to pitch the right products.

Qualifications

• 1–2+ years in client-facing sales roles.
• Experience in outbound sales and/or account management.
• Experience using CRM tools like Salesforce.

Responsibilities

• Communicate with merchants by phone and email to monitor performance and support goals.
• Deliver quarterly business reviews and identify revenue optimization opportunities.
• Collaborate with internal teams to pitch the best products to merchants.
• Maintain activity during slower periods and test new approaches.

Skills

Client-facing sales

Outbound sales

Retention and growth

Empathy

AI fluency or interest

Tools

Salesforce

Google Sheets

Microsoft Excel

Job description

Job Description: Job Title: Client Success Manager Role type: 100% remote Job Duration: 12 months Pay rate: $30/hr. - $35 USD per hour Schedule: 9: 00 AM - 5: 00 PM

As a Regional Merchant Success Manager (MSM), you will play a critical role in supporting and growing company SMB grocery partners. You will manage a focused book of approximately 75 merchants, build long term relationships, and help grocery owners improve their performance on the platform. Through consistent outbound calls, email outreach, and data driven conversations, you will guide merchants on how to increase visibility, optimize their listings, adopt company products, and ultimately grow their revenue. You’ll be accountable for inbound management, strategic merchant calls, QBR delivery (where relevant), and results tied to revenue, operational metrics, ads/promo adoption and other similar products. This role is ideal for someone who enjoys fast paced, high volume merchant engagement, uses data to drive decisions, and feels energized by work that blends sales, account management, and portfolio level strategy.

Responsibilities:

• Communicate with merchants by phone and email on an ongoing basis to monitor performance, surface risks, and proactively support progress toward their goals.
• Deliver and present quarterly business reviews ("QBR") that review a brand’s partnership with company, pinpointing success, highlighting areas for revenue optimizations, and planning for areas of opportunity and growth Reduce churn, while identifying and supporting new store expansions Collaborate with internal growth teams to identify the best products to pitch to merchants Persist through slower periods or skeptical merchants —testing new approaches, refining talk tracks, and maintaining consistent activity even when results lag

Requirements:

• You have 1-2+ years of experience in client-facing sales roles, increasing customer satisfaction, retention, and product adoption
• You have 1-2+ years of experience in business operations or related setting
• You have experience in outbound sales and/or account management where you directly owned a book of accounts, managed prioritization, and were accountable for retention and growth
• You have experience using Salesforce or similar CRM tools
• You are versed in using Google Sheets or Microsoft Excel (can maintain complex spreadsheets), on an intermediate to proficient level
• You demonstrate empathy with customer needs and adapt to meet their unique goals
• You bring strong AI fluency, or a clear eagerness to build it, and use new tools to improve efficiency, output, and impact—while knowing when human judgment and connection matter most.