Client Success Manager Lead

PowerToFly; Alpharetta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

Morgan Stanley is seeking a Manager of Client Success to lead a dedicated team, drive development, and manage performance across client engagements. The role focuses on optimizing processes, recruiting and coaching staff, and elevating client satisfaction across the organization.

The position calls for strong relationship-building with executives, solid project management, and familiarity with equity administration platforms to support client needs and scalable growth.

Qualifications

• Experience leading a team of Client Success Managers and driving staff development.
• CEP certification preferred.
• Experience in tech/financial services or equity compensation is a plus.
• Experience measuring and improving client satisfaction and related processes.
• Exposure to Morgan Stanley at Work's equity administration platforms or similar stock plan systems is beneficial.
• Excellent communication and relationship-building with diverse stakeholders, including executives.
• Ability to design, implement new procedures and train staff.
• Strong multi-tasking and prioritization across multiple projects and clients.

Responsibilities

• Direct and coach a team of Client Success Managers to optimize client interactions and processes.
• Recruit, train, and manage performance to develop staff.
• Evaluate client processes for efficiency and scale, and implement changes.
• Create new procedures leveraging current technologies for greater efficiency.
• Assist with escalations and internal communications as needed.
• Maintain strong client relationships and ensure high satisfaction across the client base.

Skills

Team leadership

Client success

Recruitment

Performance management

Process improvement

Stakeholder communication

Project management

Relationship building

English fluency

Education

Bachelor's degree in business or related field

Tools

Equity administration platforms

Job description

Morgan Stanley is seeking a Manager of Client Success to lead a dedicated team, drive development, and manage performance across client engagements. The role focuses on optimizing processes, recruiting and coaching staff, and elevating client satisfaction across the organization.

The position calls for strong relationship-building with executives, solid project management, and familiarity with equity administration platforms to support client needs and scalable growth.