Client Success Strategist

2 weeks ago


Miami, Florida, United States Keel Digital Solutions Full time
Position Overview

Salary: $70,000 - $80,000

Role: Customer Success Manager

Work Arrangement: Hybrid - Remote & Head Office

Benefits: Comprehensive health coverage

Work Schedule: Monday to Friday

About Keel Digital Solutions

Keel Digital Solutions operates at the intersection of technology and healthcare, dedicated to delivering exceptional service through innovative solutions, virtual healthcare, and laboratory services.

Our team members are vital in implementing top-tier solutions, leveraging the best in personnel, processes, suppliers, technology, and business intelligence.

Role Objectives
  • Manage the complete relationship with designated clients, overseeing onboarding, implementation, training, adoption, retention, and ensuring high customer satisfaction.
  • Establish a trusted advisory relationship to enhance the ongoing value of our offerings.
  • Develop and maintain customer success strategies and best practices, collaborating with the creative team for support content.
  • Effectively communicate with both internal and external senior management to understand client needs, optimize retention and growth, and share insights.
  • Maintain and update customer success metrics and data as required.
Key Responsibilities
  • Act as the primary contact for assigned accounts, fostering trust and rapport while identifying opportunities and documenting best practices.
  • Analyze the customer journey, providing consultative support to help clients overcome challenges and achieve their objectives.
  • Facilitate collaboration among project team members, including third-party service providers, to ensure timely deliverables.
  • Engage in collaborative problem-solving and strategizing for upcoming client meetings with team members.
  • Prepare necessary documentation or visuals for clients to showcase campaign performance; analyze trends in customer satisfaction scores to identify improvement areas.
  • Collaborate with sales and marketing teams to gather customer references and develop case studies.
Required Skills and Qualifications
  • 3-5 years of experience in communications, marketing, sales, account management, or customer success.
  • Strong verbal and written communication skills, along with strategic planning and project management capabilities.
  • Analytical mindset with a focus on processes.
  • Able to work across multiple departments in a fast-paced environment.
  • Proactive team player, self-motivated, and capable of multitasking while adjusting priorities swiftly.
Preferred Qualifications
  • Bachelor's degree.
  • Familiarity with SalesForce and project management tools.
  • Experience in event planning is a plus.


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