Portfolio Ops Success Manager — Hybrid (Denver)

OneGuide; Denver (CO); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Company-sponsored healthcare plan

Job summary

OneGuide is seeking a highly motivated Customer Success professional based in Denver, CO to own client relationships and drive adoption across software, expert network, and services. You will coordinate cross-functional stakeholders, lead meetings, and track engagement to achieve strong retention and expansion.

The role requires a track record in B2B SaaS or tech-enabled services, excellent communication, and a startup mindset.

Qualifications

• Experience managing large, consultative accounts in B2B SaaS, Tech-enabled Services or Professional Services.
• Strong systems thinker who can scale quality through process.
• Exceptional interpersonal, business communication, and client management skills, both written and verbal.
• Project-management abilities, including deadline management, client communication, and reporting creation/interpretation.
• Tech Fluency - experience with or ability to quickly pick up software tools including Airtable, Canva, WordPress, Email marketing/automation software etc.
• Enjoys startup environments, comfortable with ambiguity, autonomy, and building while flying.
• Location: Denver, CO with 4 days per week in-office in Rino and 1 day work from home.
• Compensation: $80,000-$100,000+ in base salary and bonus/commission tied to net revenue retention
• Benefits: Company-sponsored healthcare plan.

Responsibilities

• Own Client Relationships.
• Partner with our clients to ensure they’re meeting their objectives.
• Manage client meetings like QBRs, monthly check-ins, and onboarding meetings.
• Coordinate across client stakeholders, often engaging with 2-6 people on the client’s team.
• Own regular client tracking.
• Oversee all 3 aspects of OneGuide’s offering (software, expert network, & services).
• Software: onboard new clients and act as an ongoing expert in our software.
• Expert Network: Coordinate between clients and our expert network, including recommending the right experts and facilitating intros and calls.
• Services: provide services to drive engagement, including preparing and sending engagement emails and running virtual events on behalf of our clients.

Skills

Account management

B2B SaaS

Client relationships

Project management

Interpersonal communication

Tech fluency

Startup environment

Tools

Airtable

Canva

WordPress

Email marketing

Job description

OneGuide is seeking a highly motivated Customer Success professional based in Denver, CO to own client relationships and drive adoption across software, expert network, and services. You will coordinate cross-functional stakeholders, lead meetings, and track engagement to achieve strong retention and expansion.

The role requires a track record in B2B SaaS or tech-enabled services, excellent communication, and a startup mindset.