Client Success Manager

Position Summary

Hiring Locations: Carlsbad, CA and Colorado Springs, CO Headquarters - Hybrid

About the Role

The Client Success Manager (CSM) is responsible for onboarding and building trusted, long-term relationships with a portfolio of clients, ensuring they achieve meaningful business outcomes through training and implementation guidance.

Key Responsibilities

• Build trusted relationships with key stakeholders and serve as an advocate throughout the client lifecycle.
• Guide clients through onboarding to ensure a smooth transition and strong foundation for long-term success.
• Conduct regular organizational reviews to evaluate progress, identify opportunities, and align solutions with evolving client goals.
• Proactively identify client needs, resolve challenges, and coordinate internal resources to ensure successful outcomes.
• Develop strategies that strengthen client relationships and encourage long-term partnerships.
• Collaborate with internal teams to provide a seamless and consistent client experience.
• Encourage active participation in training programs, coaching engagements, and educational resources.
• Help clients maximize the value of available products, services, and technology platforms.
• Identify opportunities to expand client engagement through additional programs, events, and learning experiences.
• Monitor client engagement and recommend strategies that increase adoption and overall success.
• Develop strong partnerships with clients by understanding their business objectives and growth strategies.
• Partner closely with Coaching professionals and internal stakeholders to ensure alignment on client priorities and initiatives.
• Act as the voice of the client by providing feedback and insights that contribute to continuous improvement.
• Support planning and execution of client experiences during conferences, leadership events, and training programs.
• Coordinate personalized outreach and engagement initiatives for key clients before, during, and after company events.
• Foster meaningful connections that strengthen client relationships and encourage community involvement.
• Collaborate cross-functionally with Sales, Coaching, Marketing, Operations, and other departments to deliver exceptional client experiences.
• Maintain accurate client records and document key interactions within CRM and internal systems.
• Stay informed on industry trends, client success best practices, and emerging technologies.
• Contribute ideas that improve processes, client experiences, and operational efficiency.
• Participate in ongoing professional development and team initiatives.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Minimum of three years of experience in Client Success, Account Management, Client Success, Relationship Management, Business Development, or a related client-facing role.
• Proven ability to manage multiple client relationships while delivering exceptional service.
• Experience conducting business reviews, onboarding, or strategic client consultations.
• Strong project management and organizational skills with the ability to prioritize multiple initiatives.
• Excellent written, verbal, and presentation communication skills.
• Proficiency with CRM platforms and client success technologies.
• Experience working in a coaching, professional development, SaaS, consulting, or subscription-based business model is highly preferred.
• Experience supporting professionals in the real estate industry is a plus.

Preferred Skills & Competencies

• Successful candidates demonstrate:
• Relationship-building and consultative communication
• Strategic thinking and problem solving
• Client advocacy and empathy
• Strong organization and attention to detail
• Adaptability in a fast-paced environment
• Initiative and proactive follow-through
• Collaboration across cross-functional teams
• Effective facilitation and presentation skills
• Ability to influence and guide stakeholders toward successful outcomes
• Continuous learning and a growth mindset