Client Success Manager I

A hybrid role based in Dallas, TX (3 days/week in the office at 2000 McKinney Ave, Suite 2150). Occasional travel up to 5%.

About the role

As a member of the Avetta Client Success team, you will be both a relentless advocate for your customers and an engaging representative of our company. You will measure your impact through retention, expansion, and overall client health, while guiding customers on their journey with Avetta. This role requires close collaboration with internal teams and clients to maximize the value of Avetta’s platform and services.

Responsibilities

• Nurture and grow relationships with client stakeholders, identifying additional key stakeholders through proactive engagement.
• Maintain client momentum post-launch by driving adoption of the Avetta platform using critical success factors aligned to the client journey.
• Serve as a trusted advisor for clients on use-case, product functionality, and program recommendations.
• Conduct regular review-and-planning sessions (Success Planning and QBR activities) to demonstrate value, understand client objectives, and define next steps.
• Proactively ensure clients understand, are trained on, and utilize Avetta’s products to achieve maximum benefit.
• Provide marketing with customer references, Client Success anecdotes, and data-rich trends about changes in the client base and industry.
• Act as the voice of Avetta clients, collaborating cross-functionally to solve problems and drive process and product improvements.
• Assist Account Managers with client growth plans and at-risk mitigation.
• Own the overall health of each assigned client account.
• Assist the Client Support Team with difficult and client-specific problem resolution.
• Partner with Implementation and Professional Services to support best-practice implementations and identify growth opportunities.
• Maintain a mindset of constant improvement to increase efficiency, scalability, and impact.
• Use data to inform recommendations and decisions.
• Fully document all client interactions (using SFDC, Wrike, etc.).

Requirements

• Minimum 1-3 years in a customer-facing role (Customer Success or Account Management preferred) with an Enterprise SaaS company or supplier management with a large organization.
• Bachelor’s Degree or equivalent work experience.
• Experience with Microsoft Office suite, SFDC, CRM tools, and JIRA is a plus.
• Excellent interpersonal, verbal, and written communication skills.
• Highly organized, collaborative, responsive, and proactive.
• Proven ability to master new, complex technologies, processes, and concepts and train/mentor others.
• Background in HSE or Procurement (optional/desired).

Skills

• Thrive in an environment of ownership and accountability.
• Proactive engagement with clients and peers.
• Strong communication and collaboration skills.
• Persistent advocacy for both clients and Avetta.
• Creative problem-solving with an empathetic and scalable mindset.
• Passion for client growth and focus on achieving results.

Benefits

• Comprehensive health, dental, and vision insurance.
• 401(k) retirement plan.
• Paid time off (PTO).