Customer Success Manager

GetJobSmart; Dallas (TX); On-site; USD 100,000 - 155,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Retirement plan with employer matching

Paid time off

Professional development opportunities

Job summary

Apex Grove Partners in Dallas, TX is seeking a Customer Success Manager to drive client success and maximize value from our services. In this full-time role you will build strong client relationships, monitor engagement, and collaborate with internal teams to deliver outstanding service.

The position offers a competitive salary of $100,000 to $154,716 per year plus benefits. A bachelor's degree and 3–5 years in customer success are required, with growth opportunities in a dynamic, collaborative

Qualifications

• Bachelor's degree in Business, Marketing, or a related field.
• 3–5 years of customer success or client services experience.
• Strong communication and interpersonal skills.
• Experience with financial consulting is a plus.

Responsibilities

• Develop and maintain strong client relationships to ensure satisfaction and loyalty.
• Monitor client engagement and usage to identify improvement opportunities.
• Provide proactive support and guidance addressing client needs promptly.
• Collaborate with internal teams to ensure seamless service delivery.
• Track and report key customer success metrics to identify trends.
• Participate in sales calls to understand client needs and expectations.
• Stay current with industry trends and customer success best practices.
• Contribute to development and implementation of CS strategies.

Skills

Communication

Interpersonal skills

Problem-solving

Analytical

Relationship building

Education

Bachelor's degree in Business/Marketing/Related

Tools

PM Tools

Job description

Apex Grove Partners, a leading financial consulting firm based in Dallas, TX, is seeking a Customer Success Manager. This full-time role involves ensuring clients achieve their business objectives and maximize the value of our services.

As Customer Success Manager, you will build strong client relationships, drive customer satisfaction, and work closely with clients and internal teams to deliver exceptional service and support.

You will be an integral member of a vibrant and diverse team based in our Dallas, Texas office, where you will have the opportunity to work alongside professionals from various disciplines and backgrounds. Together, you will collaborate on a wide range of projects, leveraging each other's unique skills and perspectives to achieve our shared goals. This dynamic environment will foster creativity, innovation, and continuous learning, as you contribute to and benefit from the collective expertise of your team.

The salary range for this position is $100,000 to $154,716 per year, which is competitive within the industry and reflects the responsibilities and qualifications required for the role. In addition to the base salary, the comprehensive benefits package includes health, dental, and vision insurance, a retirement plan with employer matching contributions, paid time off, and professional development opportunities. The benefits package is designed to support the overall well-being and career growth of the employee.

To be successful in this role, you should have a bachelor's degree in business, finance, or a related field, along with 3-5 years of experience in customer success or client management.

Responsibilities:

• Develop and maintain strong relationships with clients to ensure their satisfaction and loyalty.
• Monitor client engagement and usage of our services to identify opportunities for improvement.
• Provide proactive support and guidance to clients, addressing their needs and concerns in a timely manner.
• Collaborate with internal teams to ensure seamless delivery of our services and support.
• Track and report on key customer success metrics to identify trends and areas for improvement.
• Participate in sales calls and meetings to understand client needs and expectations.
• Stay up-to-date with industry trends and best practices in customer success.
• Contribute to the development and implementation of customer success strategies and initiatives.

Qualifications:

• Bachelor's degree in Business, Marketing, or a related field.
• 3-5 years of experience in customer success, client services, or a related role.
• Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and internal teams.
• Excellent problem-solving and analytical skills, with the ability to identify trends and opportunities for improvement.
• Proven track record of achieving customer satisfaction and loyalty.
• Experience with financial consulting or a related industry is a plus.
• Proficiency in project management tools and software.
• Ability to work collaboratively in a fast-paced, team-oriented environment.