Strategic Client Success Manager – SaaS Platform

Avetta, LLC; Dallas (TX); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k)

PTO

Job summary

Avetta is seeking a Client Success Manager I to advocate for customers and represent Avetta to clients in a hybrid Dallas role. You will drive retention, expansion, and healthy client relationships while guiding customers through their journey with Avetta’s platform and services.

You will partner across teams to ensure successful implementations, provide proactive guidance, and document interactions in SFDC and Wrike, while helping clients maximize value and achieve measurable outcomes.

Qualifications

• 1–3 years in a customer-facing role with an Enterprise SaaS company or supplier management with a large organization.
• Bachelor’s Degree or equivalent work experience.
• Experience with the Microsoft Office suite, SFDC, CRM tools, and JIRA a plus.
• Excellent interpersonal, verbal, and written communication skills.
• Highly organized, collaborative, responsive, and proactive.
• Background in HSE or Procurement (optional / desired).

Responsibilities

• Nurture and grow relationships with your client stakeholders, while identifying additional key stakeholders through proactive engagement.
• Maintain client momentum after launch by using critical success factors aligned to the client journey to increase adoption of the Avetta platform over time.
• Serving as the trusted advisor for clients on use‑case, product functionality and applicable program recommendations.
• Perform regular review‑and‑planning sessions (via Success Planning and QBR activities) with client stakeholders to demonstrate value, understand the client’s current business situation and objectives, and define next steps in their journey with Avetta.
• Proactively ensuring clients understand, have adequate training on, and are utilizing Avetta’s products to achieve the maximum benefit.
• Provide marketing with reference to customers, Client Success anecdotes, data‑rich trends and observations about changes in our client base and industry.
• Act as the voice of Avetta clients and work cross functionally with internal stakeholders to solve problems and drive potential process and product improvements .
• Assist Account Managers with client growth plans and, when necessary, at‑risk mitigation.
• Own the overall health of each assigned Client Account.
• Assist the Client Support Team with difficult and client‑specific problem resolution.
• Partner with Implementation and Professional Services to support best practice implementations and identify key growth opportunities.
• Maintain an attitude of constant improvement and always work to increase efficiency, scalability, and impact.
• Use data to help make recommendations and decisions.
• Fully document all interactions with clients (Using SFDC, Wrike, etc.).

Skills

Ownership

Accountability

Proactive

Communication

Collaboration

Persistence

Problem solving

Growth mindset

Education

Bachelor’s Degree or equivalent

Tools

Microsoft Office

SFDC

CRM tools

JIRA

Job description

Avetta is seeking a Client Success Manager I to advocate for customers and represent Avetta to clients in a hybrid Dallas role. You will drive retention, expansion, and healthy client relationships while guiding customers through their journey with Avetta’s platform and services.

You will partner across teams to ensure successful implementations, provide proactive guidance, and document interactions in SFDC and Wrike, while helping clients maximize value and achieve measurable outcomes.