Remote SaaS Client Success Lead

Dakota Software; Pennsylvania; Remote; USD 70,000 - 110,000; Full time

Job summary

Dakota Software is seeking a Client Success Manager to guide new and existing clients through implementation and adoption of our software. You will serve as the primary contact, coordinating cross-functional teams and ensuring clients realize business value to drive renewals.

You will manage onboarding projects, draft SOWs and plans, and monitor progress while educating clients on new features. A SaaS background and strong presenting skills are highly valued.

Qualifications

• Experience in a customer-facing role such as customer success, account management, sales or consulting.
• Experience in Customer Success in a SaaS business preferred.
• SaaS software sales experience preferred.
• Skilled in time-management and prioritization to meet close deadlines.
• Ability to deliver high-quality presentations.

Responsibilities

• Act as the single point of accountability for all aspects of client projects, and as an escalation point for internal and external resources.
• Project manage client onboarding to successful outcomes, accelerating the time they begin finding value.
• Collaborate with the Business Analyst to determine a solution to client request and project approach.
• Create Statements of Work (SOWs) and project plans with project tasks/activities organized against project milestones.
• Monitor and facilitate the completion of work requests, and schedule deployments of work to client sites.
• Manage and facilitate project communications to stakeholders and project team members.
• Identify and manage project risks, and work with clients to avoid or minimize impact.
• Maintain positive relationships with clients and manage client success, including measuring satisfaction and educating on new features.
• Mine current customer relationships for up-sale possibilities, expansions and renewals.
• Keep management abreast of developments in major accounts.

Skills

Time-management

Presentations

Customer success

SaaS sales

Account management

Education

Bachelor's degree in Sales, Business Administration, or related field

Job description

Dakota Software is seeking a Client Success Manager to guide new and existing clients through implementation and adoption of our software. You will serve as the primary contact, coordinating cross-functional teams and ensuring clients realize business value to drive renewals.

You will manage onboarding projects, draft SOWs and plans, and monitor progress while educating clients on new features. A SaaS background and strong presenting skills are highly valued.