Client Success Executive
Please mention DailyRemote when applying
AI Summary
The role focuses on guiding new clients through onboarding and managing a portfolio of accounts to ensure platform adoption and satisfaction. Key goals include driving client retention, identifying expansion opportunities, and acting as the primary point of contact for client health.
Benefits:
- Bonus based on performance
Job Title: Client Success Executive
Location: Remote (United States)
Compensation: $60,000 – $80,000 base + OTE
Location: Remote (United States)
Compensation: $60,000 – $80,000 base + OTE
About the Role
We are seeking a proactive and client-focused Client Success Executive to ensure clients achieve maximum value from our platform from day one. In this role, you will guide new clients through onboarding, provide ongoing support, and build strong relationships that drive satisfaction, retention, and growth.
We are seeking a proactive and client-focused Client Success Executive to ensure clients achieve maximum value from our platform from day one. In this role, you will guide new clients through onboarding, provide ongoing support, and build strong relationships that drive satisfaction, retention, and growth.
Key Responsibilities
Client Onboarding
- Lead new clients through a smooth and successful onboarding experience
- Conduct product demos and training sessions to ensure effective platform adoption
- Maintain onboarding resources such as guides, tutorials, and webinars
- Utilize automation, video, email, and in-app support to scale onboarding
Client Success Management
- Serve as the primary point of contact for a portfolio of client accounts
- Build and maintain long-term client relationships
- Monitor usage, engagement, and health metrics to proactively address issues
- Manage contract lifecycle, renewals, and CRM forecasting
- Identify and execute account expansion opportunities aligned with client goals
Client Support & Issue Resolution
- Respond promptly and professionally to client inquiries
- Collaborate with Business Development, Product, and Support teams to resolve challenges
- Capture and analyze client feedback to drive improvements
- Lead Voice of Client initiatives and ensure feedback is acted upon
Retention & Advocacy
- Track key success metrics such as churn rates and account health scores
- Develop strategies to retain and support at-risk clients
- Deliver exceptional service to build loyalty and satisfaction
- Encourage clients to become advocates through testimonials, referrals, and case studies
Qualifications
- 4–5+ years of experience in a client-facing role, preferably within SaaS
- Experience supporting Marketing, Demand Generation, Growth, or Revenue teams
- Strong understanding of SaaS products and client success best practices
- Proven ownership of a client portfolio with accountability for retention and growth
- Excellent communication and interpersonal skills
- Strong problem-solving mindset with a client-centric approach
- Experience using CRM and client success platforms
- Strong organizational and time-management skills
- Collaborative team player
This is a remote position.
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