Strategic Client Success Leader

Perseus Group; United States; À distance; USD 102 000 - 130 000; Plein temps

Avantages offerts par ce poste

Medical benefits

Dental benefits

Vision benefits

401(k) match

Paid time off

Résumé du poste

Perseus Group seeks a Client Success Manager to guide a high-volume portfolio of clients across Emerging and Inside Sales segments, focusing on retention, growth, and cross-functional collaboration. You will manage relationships with BRMs and internal teams to align success initiatives with business goals.

The role emphasizes scalable engagement, QBRs, and data-driven health assessments to drive long-term client satisfaction and revenue growth.

Qualifications

• Bachelor's degree or equivalent experience.
• At least 3 years in a client-facing role (Client Success, account management, consulting, or client services).
• At least 3 years of experience in mortgage pricing and eligibility using a product and pricing engine.
• Experience with Optimal Blue's Product and Pricing engine is a plus.

Responsabilités

• Client Relationship Management: Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service.
• Client Success and Retention: Ensure overall success and retention of Optimal Blue clients, drive PPE adoption, identify gaps, and align usage with business objectives.
• Renewals and Revenue Growth: Own forecasting and prioritization for client renewals; identify opportunities for new PPE products or services.
• Team Collaboration and Leadership: Work cross-functionally with Sales, Marketing, Finance, Product, Services to support long-term client health and prioritise product changes.

Connaissances

Client relationships

Forecasting & analytics

Strategic planning

Cross-functional collaboration

Communication skills

Formation

Bachelor's degree

Outils

CRM software

Pricing engine

Marketing automation

Description du poste

Perseus Group seeks a Client Success Manager to guide a high-volume portfolio of clients across Emerging and Inside Sales segments, focusing on retention, growth, and cross-functional collaboration. You will manage relationships with BRMs and internal teams to align success initiatives with business goals.

The role emphasizes scalable engagement, QBRs, and data-driven health assessments to drive long-term client satisfaction and revenue growth.