Job Details

Client Success Manager

We are seeking a Client Success Manager to support the successful onboarding, implementation, and long-term success of enterprise clients. This individual will serve as the primary point of contact after the sales process, partnering with internal teams and customers to ensure a smooth transition from implementation through ongoing account support.

This role is ideal for someone who thrives in a fast-paced, client-facing environment and enjoys managing multiple projects at once. The right candidate will bring strong project management skills, excellent communication, and the ability to coordinate cross-functional teams while delivering an exceptional customer experience.

Primary Responsibilities

• Lead onboarding and implementation efforts for enterprise clients, ensuring projects are completed on time and aligned with client expectations.
• Develop and manage implementation plans, timelines, milestones, and project deliverables.
• Serve as the primary contact for clients throughout onboarding and ongoing implementation activities.
• Partner with Sales, Operations, Finance, Marketing, Technology, and other internal teams to coordinate successful project execution.
• Facilitate client meetings, implementation calls, status updates, and business reviews.
• Track project progress, identify risks, and proactively resolve issues to maintain timelines and client satisfaction.
• Coordinate account lifecycle activities including onboarding, service expansions, billing updates, renewals, and operational changes.
• Maintain organized account documentation, implementation records, and client materials across internal systems.
• Utilize CRM and project management platforms to manage workflows, reporting, and account activity.
• Prepare client-facing presentations, onboarding materials, training documentation, and status reports.
• Support user adoption, training initiatives, and ongoing client success efforts.
• Identify opportunities to improve implementation processes, documentation, and operational efficiency.

Required Background

• Bachelor's degree required.
• 5+ years of experience in Client Success, Customer Success, Account Management, Project Management, or a related client-facing role.
• Experience managing enterprise or strategic customer accounts.
• Strong project management skills with the ability to manage multiple priorities simultaneously.
• Experience collaborating with cross-functional teams to deliver client solutions.
• Proficiency with Salesforce CRM and Microsoft Office, including Excel and PowerPoint.
• Excellent written and verbal communication skills.

Skills & Qualifications

• Strong organizational skills and exceptional attention to detail.
• Ability to build trusted relationships with clients and internal stakeholders.
• Excellent problem-solving and critical thinking abilities.
• Self-motivated with the ability to work independently in a remote environment.
• Experience using SharePoint to manage client documentation is preferred.
• Ability to influence stakeholders and drive projects to successful completion.
• Experience supporting enterprise implementations or SaaS onboarding initiatives is a plus.
• Experience working in a multi-location or geographically dispersed organization is preferred.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.