Client Success Manager I

avetta; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health, Dental, Vision insurance

401(k)

PTO

Job summary

Avetta is seeking a Client Success Manager I in Dallas. The role combines advocacy for customers with strategic guidance to maximize value from Avetta’s platform and services.

You will collaborate across teams to ensure successful outcomes and sustained client relationships. The ideal candidate has 1–3 years in customer-facing roles in Enterprise SaaS, a Bachelor's degree or equivalent, and strong communication skills.

Qualifications

• Minimum 1-3 years in a customer-facing role with an Enterprise SaaS company or supplier management experience.
• Bachelor's Degree or equivalent work experience.
• Experience with Microsoft Office, SFDC, CRM tools, and JIRA is a plus.
• Excellent interpersonal, verbal, and written communication skills.
• Highly organized, collaborative, responsive, and proactive.
• Past success mastering new technologies and mentoring others.

Responsibilities

• Nurture and grow relationships with client stakeholders and identify additional key stakeholders.
• Maintain client momentum after launch to increase adoption of the Avetta platform.
• Serve as the trusted advisor for clients on use-case, product functionality, and program recommendations.
• Conduct regular review-and-planning sessions with client stakeholders to demonstrate value and define next steps.
• Proactively ensuring clients understand and are trained on Avetta's products to maximize benefit.
• Provide marketing with client anecdotes, data-rich trends, and industry observations.
• Act as the voice of Avetta for clients and work cross-functionally to solve problems.
• Assist Account Managers with growth plans and at-risk mitigation.
• Own the overall health of each assigned client account.
• Assist the Client Support Team with difficult, client-specific problem resolution.
• Partner with Implementation and Professional Services for best-practice implementations and growth opportunities.
• Maintain a mindset of constant improvement to increase efficiency and impact.
• Use data to inform recommendations and decisions.
• Fully document all interactions with clients (SFDC, Wrike, etc.).

Job description

SUMMARY

As a member of the Avetta Client Success team, you will be both a relentless advocate for your customers and an engaging representative from our company to the customer. You will measure your impact through retention, expansion, and overall client health, but your daily focus will be as the customer's guide for their journey with Avetta. This role is right for you if your passion is to help clients embrace a new paradigm for understanding and managing their businesses.

As the primary voice for our clients, the Client Success Manager I works closely with all other teams inside Avetta. They will look to your experience and creativity to help them make the best possible decisions for our customers and the company. In the same way, your clients will look to you to help them understand and execute "what's next?" to maximize the value they see every day with our platform and services.

This is a hybrid role, working three days a week in our beautiful Dallas Office located at 2000 McKinney Ave, Suite 2150, Dallas, TX 75201.

ESSENTIAL DUTIES AND RESPONSIBILITIES

How you will make an impact

• Nurture and grow relationships with your client stakeholders, while identifying additional key stakeholders through proactive engagement.


• Maintain client momentum after launch by using critical success factors aligned to the client journey to increase adoption of the Avetta platform over time.


• Serving as the trusted advisor for clients on use-case, product functionality and applicable program recommendations.


• Perform regular review-and-planning sessions (via Success Planning and QBR activities) with client stakeholders to demonstrate value, understand the client's current business situation and objectives, and define next steps in their journey with Avetta.


• Proactively ensuring clients understand, have adequate training on, and are utilizing Avetta's products to achieve the maximum benefit.


• Provide marketing with reference to customers, Client Success anecdotes, data-rich trends and observations about changes in our client base and industry.


• Act as the voice of Avetta clients and work cross functionally with internal stakeholders to solve problems and drive potential process and product improvements.


• Assist Account Managers with client growth plans and, when necessary, at-risk mitigation.


• Own the overall health of each assigned Client Account.


• Assist the Client Support Team with difficult and client-specific problem resolution.


• Partner with Implementation and Professional Services to support best practice implementations and identify key growth opportunities.


• Maintain an attitude of constant improvement and always work to increase efficiency, scalability, and impact.


• Use data to help make recommendations and decisions.


• Fully document all interactions with clients (Using SFDC, Wrike, etc.).

Your key values and skills

You thrive in an environment of ownership & accountability.

You are proactive in your engagement with your clients and peers.

You possess strong communication and collaboration skills.

You are inherently persistent and operate as both a Client and Avetta advocate.

You approach problem solving with a creative mind, empathetic spirit and scalable mindset.

You are passionate about your vision for client growth and laser focused on what is needed to get them there.

IDEAL EXPERIENCE, EDUCATION & TRAINING

Minimum 1-3 years in either a customer-facing (Customer Success or Account Management preferred) role with an Enterprise SaaS company or supplier management with a large organization.

Bachelor's Degree or equivalent work experience.

Experience with the Microsoft Office suite, SFDC, CRM tools, and JIRA a plus.

Excellent interpersonal, verbal, and written communication skills.

Highly organized, collaborative, responsive, and proactive.

Past success mastering new, complex technologies, processes, and concepts and training / mentoring others to master them as well.

Background in HSE or Procurement (optional / desired).

Occasional travel will be required to support client engagements, team collaboration, and company initiatives. Anticipated travel is up to 5% of the time.

We also offer a comprehensive benefits package, which includes health, dental and vision insurance, 401(k), and PTO.

Avetta is an equal opportunity employer and values diversity. We encourage individuals from all backgrounds and experiences to apply.