Remote SaaS Client Success & Onboarding Lead

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

Job summary

Dakota Software is seeking a Client Success Manager to serve as the primary contact for new and existing clients, guiding them through software implementation and adoption to realize business value. The role is fully remote with residency requirements in eligible states.

You will own project delivery, manage onboarding, create SOWs, and coordinate deployments while building strong client relationships to drive renewals and expansions.

Qualifications

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

Prioritization

Presentation skills

Customer relationship

Education

Bachelor's degree in Sales or Business Administration

Job description

Dakota Software is seeking a Client Success Manager to serve as the primary contact for new and existing clients, guiding them through software implementation and adoption to realize business value. The role is fully remote with residency requirements in eligible states.

You will own project delivery, manage onboarding, create SOWs, and coordinate deployments while building strong client relationships to drive renewals and expansions.