Client Success Manager

A Day in the Life

Client Portfolio Management

• Proactively manage portfolio of assigned clients through health checks measuring adoption, usage, and success.

• Handle contract renewal process and expansion of both software and service.

• Achieve targeted KPIs including client renewals, platform usage, and positive NPS.

Relationship Building & Communication

• Build relationships with assigned clients and act as their internal voice.

• Manage client expectations through clear communication and anticipating roadblocks.

• Consistently log all client interactions and activities in Salesforce.

Revenue Growth & Optimization

• Identify upsell and cross-sell opportunities to increase annually recurring revenue (ARR).

• Improve overall awareness of Momentive Software to promote brand and solutions.

Industry Expertise & Strategic Guidance

• Serve as subject matter expert within assigned industry vertical.

• Provide clients with industry best practices and proactive strategies.

• Collect and utilize client data to drive adoption and monitor risk.

Data Analysis & Reporting

• Analyze and provide data/metrics on account statuses, trends, and client health.

• Report findings to management and internal teams.

• Manage pipeline moving swiftly to meet assigned quota.

Feedback & Process Improvement

• Capture and share client feedback cross-functionally.

• Submit items to product/development team for consideration.

• Escalate unresolved client concerns to management.

• Share recommendations to improve processes with client success team.Lead strategic initiatives with product and development teams for enterprise requirements.

• Other duties as assigned

We are looking for someone who brings

Experience:

• Bachelor's degree required or equivalent experience

• 1 -3 years of related experience required

• Must have excellent analytical and problem-solving skills

• Must have the ability to work independently and handle multiple priorities and deadlines simultaneously

• Strong presentation skills and ability to negotiate

Technical/Computer Skills:

• Proficient in Microsoft Office Suite

• Demonstrate ability to learn and understand basic office software applications

• Familiarity with CRM and performance tracking

Other Skills:

• Excellent verbal and written communication, organization and follow up skills

• Excellent relationship building skills and ability to work both individually and as a member of a team are necessary

• Ability to work effectively within a fast-paced, deadline-driven environment

• Proven track record building successful relationships and partnerships at all organizational levels, internally, externally, intra and interdepartmentally

• Strong client focus with exceptional collaboration skills ability to influence.

Nice to have:

• Salesforce experience is a plus

• SaaS solutions

• Association/non-profit sector experience

• Client Success Platform experience

#LI-NR1 #momentivesoftware

Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com.
 

At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here.

Medical, Dental & Vision Benefits

401(k) Savings Plan with Company Match

Flexible Planned Paid Time Off

Generous Sick Leave

Inclusive & Welcoming Environment

Purpose-Driven Culture

Work-Life Balance

Commitment to Community Involvement

Employer-Paid Parental Leave

Employer-Paid Short-Term Disability

Remote Work Flexibility
Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.