Technical Client Success Manager for AI-focused strategies and client communication. Engage with Sales and Technical teams to ensure client satisfaction and technology adoption.
Responsibilities
Serve as the primary liaison for key accounts, ensuring they aren't just "happy," but are successfully adopting the technology we deploy.
Identify opportunities within existing client accounts where AI or Automation solutions could solve a business pain point, and tee these up for the Sales team.
Conduct quarterly business reviews (QBRs) with a focus on value delivery and technology road-mapping.
Act as the bridge between Sales and Technical teams to validate complex orders.
Assist in the creation of Scopes of Work (SOW), utilizing your organizational skills to ensure no detail is missed during the quoting process.
Maintain impeccable data hygiene in our CRM/PSA, potentially utilizing AI tools to summarize client interactions and action items.
Own the critical "Sales-to-Operations" handoff. You are responsible for ensuring the Project Management (PM) team has everything they need to start a project successfully.
Manage client expectations during the onboarding phase, ensuring clear communication channels are established.
Troubleshoot roadblocks during the provisioning process so the Sales team can focus on selling and the PM team can focus on deploying.
Be an internal champion for efficiency. Use your independent judgment to suggest new AI tools or automations that could make the Sales or Onboarding process faster.
Stay educated on the rapidly changing AI landscape (Microsoft Copilot, ChatGPT, Automation platforms) to better converse with clients and improve your own productivity.
Requirements
2+ years of experience in an MSP, SaaS, or Technical Account Management role.
Passion for AI & Automation: Demonstrated interest in or experience with using AI tools to increase productivity is a major plus.
Strong understanding of the MSP lifecycle (Ticketing, Quoting, Onboarding).
Experience with MSP tools (ConnectWise, Autotask, HubSpot, etc.) is preferred.
Excellent written and verbal communication skills—you can translate "Geek" to "English."
Working Student focusing on customer success and operations at Paymenttools. Involves administrative support and workflow improvements in a hybrid environment.
Customer Success Manager responsible for improving partner metrics and collaboration with onboarding and management teams. Working with SaaS platforms for customer engagement and marketing solutions.
CRM Analyst focusing on customer satisfaction and engagement strategies. Collaborating with clients and internal teams to optimize CRM services in marketing.
Senior Director of Customer Success managing Safe Software's North American post - sales strategy. Leading proactive Customer Success organization for measurable outcomes and revenue retention.
Senior Customer Success Manager supporting EMEA merchants for Recharge. Building strategic relationships and driving merchant success through effective platform usage.
Customer Success Manager leading customer onboarding and lifecycle in B2B SaaS. Focusing on activation, retention, and expansion for high - value customers.
Strategic Customer Success Manager responsible for customer relationships and ensuring measurable value for Fortune 500 clients. Focused on expanding footprint within complex organizations.
CRM Associate managing dynamic marketing campaigns across customer products at DraftKings. Collaborating with Analytics, Product, and Engineering teams during peak sports moments.
Customer Success Specialist assisting cyclists with inquiries about bicycle insurance products and services. Working closely with the Customer Experience team to support both customers and partners.