Client Success Manager

InReach Continuing Education Solutions; United States; Remote; USD 52,000 - 78,000; Full time

Benefits offered by this job

Remote/work from home setup

Health benefits

401K / Stock opportunities

Job summary

InReach Continuing Education Solutions is seeking a Client Success Manager to deliver world-class service, understand client needs, and pursue upsell opportunities. You will support high-touch accounts across legal, medical, and other sectors, manage implementation tasks, and build trusted relationships to drive continued value for clients.

The role is full-time, remote across USA/Canada, with a 40-hour workweek and opportunities for growth within the InReach business unit.

Qualifications

• 3+ years of client success management experience.
• Data entry experience 1 year preferred.
• Sales experience 1 year preferred.
• Ability to manage multiple tasks and prioritize effectively.
• Excellent written and verbal communication with clients and colleagues.

Responsibilities

• Provide high-touch support for diverse clients (legal, medical, etc.).
• Oversee pre-, post-, and ongoing implementation tasks for the InReach platform.
• Cultivate client relationships to support program success.
• Document client interactions and track actions.
• Identify improvement opportunities to boost efficiency and outcomes.

Skills

Client success management

Relationship building

Prioritization

Problem solving

Communication

Upsell experience

Education

High school or equivalent

Tools

Microsoft Office

HTML/CSS familiarity

Job description

Position Summary The Client Success team is looking to find an experienced service representative to help build and deliver a world class experience to our Clients. The Client Success Manager will also need to be keenly aware of client needs and be responsible for following through with upsell opportunities.

Job Description:

Client Success Manager

InReach I Jonas Software

Remote USA or Canada

Position Summary

The Client Success team is looking to find an experienced service representative to help build and deliver a world class experience to our Clients. The Client Success Manager will also need to be keenly aware of client needs and be responsible for following through with upsell opportunities.

Responsibilities

• Offer support for high touch accounts servicing legal, medical, and other industries and organizations
• Manage tasks tied to the pre-, post-, and sustaining implementation of our InReach platform
• Possess a Client-focused mentality to ensure the success of our Client’s continuing education programs
• Maintain positive and meaningful relationships with our Clients by demonstrating integrity and building trust
• In collaboration with Management, identify and provide ideas for improvements that are related to increased efficiencies, improved processes, and the overall success of the team
• Document and track all Client interactions in an organized way
• Provide pro-active service with the goal of delivering solutions and root cause analysis prior to Clients identifying upsell opportunities
• Manage Special Projects as necessary
• Maintain extemporary quality standards
• Identify and communicate any threats, obligations and opportunities to the Manager and the Team
• Work collaboratively with product management and engineering teams to enhance and fix bugs in the InReach platform
• Drive revenue growth through organic growth and Back to Base sales
• Perform other duties as assigned by the Manager

Typical Hours Required

This is a 40-hour per week, full-time role. Exact hours worked can be flexible, as long as they allow for the business and client needs to be fulfilled.

Job Qualifications

• High school or equivalent
• Client Success Management experience: 3 years or more
• Data entry: 1 year (preferred)
• Sales experience: 1 year (preferred)
• Experience mentoring client service representatives or peers
• Personal and professional commitment management experience including break and lunch schedule administration
• Experience in a priority setting, being able to effectively prioritize tasks and handle multiple tasks simultaneously
• Excellent organizing abilities, effective and clear written and verbal communication along with highly developed listening skills to clients and colleagues
• Strong client focus orientation and critical thinking skills to resolve complex client concerns/issues on their own, solution-oriented mindset
• Proven ability to maintain patience, composure, and have compassion to de-escalate difficult situations to resolve conflicts by both email and over the phone
• Demonstrated interpersonal savvy, relates well to all kinds of people, able work effectively with client admins and all teams in the company
• Understanding of the importance of informing clients and colleagues of time sensitive information
• Demonstrated ability to apply critical thinking skills to identify and provide ideas for improvements that are related to increased efficiencies, improved process, and the overall success of the Team
• Ability to understand the clients' business objectives and to identify opportunities to expand value through thoughtful recommendations
• Desire to learn and grow, and collaborate with other members of the Team
• Exemplary attendance record
• Must demonstrate strong integrity and trust
• Possesses a drive for exceeding revenue targets and goals
• Intermediate to advanced Microsoft Office skills
• Familiarity with HTML and CSS preferred, but not required

Benefits & Compensation

• $25.00 per hour pay rate
• Remote/work from home setup
• Health benefits
• 401K / Stock opportunities

Business Unit: InReach

Scheduled Weekly Hours: 40

Number of Openings Available: 1

Worker Type: Regular

More About Jonas Software

Jonas Software is a leading provider of enterprise management software solutions, serving a wide range of vertical markets including hospitality, healthcare, construction, education, personal care, fitness, leisure, moving and legal services, to name a few. Within these markets, Jonas is comprised of over 65 distinct brands, each a respected leader in its domain.

Jonas’ vision is to be the branded global leader across these verticals and to be recognized by customers and industry stakeholders as the trusted provider of “Software for Life.” We are committed to technology, product innovation, quality, and exceptional customer service.

Jonas Software supports over 60,000 customers in more than 30 countries. We employ over 6,000 skilled professionals, including industry experts and technology specialists. Across our broader network, we support a global workforce of more than 30,000 employees.

Headquartered in Canada, Jonas Software has a global footprint with offices around the world. We’re a 100% owned subsidiary of Constellation Software Inc., based in Toronto, publicly listed on the TSX (CSU.TO), and a member of the S&P/TSX 60 Index.