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Role Description

WithMe is seeking a Client Success Manager to build, manage, and grow client relationships across a dedicated book of business. In this high-impact, fully remote role, you’ll serve as the primary point of contact for clients from post-installation through the full lifecycle of the service contract. You will focus on proactive communication, consultative account management, retention, and long-term client satisfaction while identifying opportunities to drive growth through upsell and cross-sell strategies. This role also plays a key part in reducing churn, delivering strategic business reviews, and partnering cross-functionally to elevate the client experience.

• Manage client relationships across your book of business from post-installation through contract lifecycle
• Build strong, proactive client relationships focused on engagement, satisfaction, and retention
• Conduct Quarterly Business Reviews (QBRs), present performance insights, and deliver actionable recommendations
• Establish regular communication cadences with newly onboarded clients and clients nearing renewal
• Identify and address risks early to reduce churn and improve retention
• Drive upsell and cross-sell opportunities by presenting tailored solutions and package enhancements
• Monitor change-of-ownership contract processes to help ensure smooth transitions and prevent account loss
• Use Salesforce to track client activity, maintain accurate records, analyze performance metrics, and generate insights
• Collaborate cross-functionally with Operations, Sales, and Marketing to resolve client concerns and escalations
• Represent WithMe in client meetings, conferences, and work events while serving as a strong client advocate

Qualifications

• Three (3) to five (5) years of experience in client success management, external client support, or account management
• Proven ability to build and maintain strong client relationships and resolve issues proactively
• Experience conducting client reviews, creating presentations, and delivering persuasive presentations
• Strong communication, relationship-building, and organizational skills
• A results-driven approach with a track record of supporting retention, upsell, and cross-sell goals
• Experience using Salesforce to manage account data, analyze metrics, and support reporting
• Ability to manage multiple client accounts in a fast-paced, scaling environment
• Bachelor’s degree in Business Administration, Marketing, or a related field is strongly preferred, or equivalent experience
• Startup or technology-driven company experience is a strong plus
• SaaS sales experience is a strong plus
• Multi-family experience is a strong plus

Benefits

• 100% remote work environment
• Employee equity and a chance to shape the future of an innovative company
• Comprehensive health, dental, vision, 401k with match, and more
• Flexible vacation and a supportive, forward-thinking team
• Full compensation packages based on position location as well as candidate experience and qualifications
• This position will also qualify for annual bonus opportunity
• Base Salary Range: $70,000 — $90,000 USD
• Annual training and education allowance
• Flexible vacation for full-time salaried exempt employees and competitive paid time off for hourly nonexempt employees