Job Posting: Client Success Manager

Position: Client Success Manager

Location: Telework

The role of Client Success Manager is to help ensure client success and satisfaction. The ability to think on your feet, problem solve and communicate effectively, are essential qualities in this position. The ideal candidate will have 5+ years' experience in customer care and account management in a technology related field. We are seeking candidates who meet the following requirements.

Responsibilities include:

  • Lead the Client Success program by proactively reaching out to existing customers
    • Prepare customer profiles and reports that reflect their use of Cetrom's services
    • Lead customer meetings and calls
    • Perform all meeting follow up activities including confirming technical resolutions with our support team
    • Conduct Client Portal training for new and current clients
    • Maintain client contact records for communications team
  • Ensure timely completion of customer support services by assisting with ticketing system management
  • Create contact proposals for prospective clients
  • Assist the Director of Operations and CEO with administrative projects and other responsibilities
  • Responsible for answering roll-over helpdesk calls, as needed, during normal business hours
  • Assist in upholding industry best standards and requirements (e.g., SOC 2, SSAE-16, HIPAA)

Skills/experience required:

  • Bachelors degree and 5+ years' experience in an office environment
  • Experience in account management role (customer service oriented)
  • Background and interest in the field of technology
  • Ability to track service trends and analyze report data
  • Strong work ethic, positive attitude, and a desire to learn new skills
  • Ability to work independently and as a team
  • Must be proficient in MS Word, Excel, PowerPoint, and other MS Office applications
  • Attention to detail and thorough diligence in completing assignments
  • Excellent written and verbal communication skills
  • Strong interpersonal and relationship-building skills
  • Self-starter, capable of being self-directed and direct others
  • Ability to multitask and meet tight deadlines
  • Professional in appearance, demeanor, and delivery
  • U.S. Citizenship or Permanent Resident status required for employment

Skills desired:

  • Experience with Autotask PSA Platform
  • Experience with Adobe Sign or other e-signature vendors
  • Knowledge about cloud computing and technology industry

 Qualified candidates should send their resume to

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