Remote Client Success Manager – CRM Solutions

#twiceasnice Recruiting; Atlanta (GA); Remote; USD 105,000 - 128,000; Full time

Benefits offered by this job

Remote work

Job summary

#twiceasnice Recruiting is hiring a Client Engagement Consultant to grow client relationships and translate business needs into CRM solutions. You will bridge clients with technical CRM teams, lead discovery conversations, and identify project opportunities across Salesforce or HubSpot ecosystems.

Ideal candidates bring 3+ years in Salesforce Sales Cloud or HubSpot, strong B2B client-facing experience, and proven ability to manage multiple accounts and deliver measurable outcomes.

Qualifications

• 3+ years of Salesforce (Sales Cloud) OR HubSpot (Marketing/Sales Hub) experience.
• 2+ years of B2B client-facing experience.
• Experience managing multiple client relationships/accounts simultaneously.
• Experience gathering requirements and translating needs into solutions.
• Comfortable asking questions to uncover needs and opportunities.
• Strong communication, organization, and problem-solving skills.

Responsibilities

• Manage client relationships for assigned B2B accounts as the primary contact.
• Lead recurring calls, discovery conversations, and project discussions.
• Uncover client goals, pain points, and growth opportunities.
• Translate business needs into CRM recommendations and project plans.
• Partner with internal CRM and technical teams to deliver solutions.
• Support Salesforce and/or HubSpot reporting, dashboards, and workflows.
• Support user setup, fields/properties, and adoption improvements.
• Create project timelines, documentation, and training materials.
• Lead client training sessions and CRM adoption efforts.
• Monitor CRM usage and propose improvements to drive growth.

Skills

Salesforce

HubSpot

Client-facing

CRM knowledge

Discovery & requirements gathering

Communication

Project coordination

Tools

Sales Cloud

HubSpot CRM

Job description

#twiceasnice Recruiting is hiring a Client Engagement Consultant to grow client relationships and translate business needs into CRM solutions. You will bridge clients with technical CRM teams, lead discovery conversations, and identify project opportunities across Salesforce or HubSpot ecosystems.

Ideal candidates bring 3+ years in Salesforce Sales Cloud or HubSpot, strong B2B client-facing experience, and proven ability to manage multiple accounts and deliver measurable outcomes.