MSP Client Success Manager
5 days ago
About Us
Atlantic is a managed services company founded nearly 70 years ago. While Atlantic's offerings have evolved over the years with technology, our profound sense of urgency and unparalleled commitment to customer service has been a constant. Atlantic is focused on designing and delivering innovative solutions that improve our partners' security and productivity. Atlantic's IT Division is a key growth driver at Atlantic and a focal point of our strategy and investment. Our "Obsessed with Excellence" tag line defines our corporate culture, which, along with our vendor partnerships, curated solutions and exceptionally talented team members, differentiates us from our competition. Atlantic looks for hard-working and motivated candidates with a strong foundation of soft-skills who do not view their weekdays spent at 'a job' but rather look to develop valuable skills that ignite their passion and lead to a CAREER. If you're attracted to a work hard, play hard environment and seek the guidance, training and experience necessary to achieve your career goals, you are a great fit for Atlantic
Position Overview – Customer Success Manager (CSM)
As a CSM, your primary responsibility is to build and maintain strong, strategic relationships with a designated portfolio of managed services clients. You will serve as a trusted advisor to key stakeholders and business leaders, ensuring clients achieve maximum value from our services while aligning technology strategies with their business goals.
Through regular engagement and a deep understanding of each client's environment and objectives, you will act as the primary liaison between the client and our internal technical teams. Your role is both consultative and facilitative—bridging the gap between business needs and technical execution, driving satisfaction, and identifying opportunities for added value.
Your core objectives in this role include:
- Client Success & Value Realization – Help clients understand, measure, and maximize the business value delivered by our services and solutions.
- Relationship Management & Retention – Foster long-term relationships that result in high levels of client retention and advocacy.
- Issue Management & Escalation – Own and resolve client concerns outside the scope of standard service tickets, acting as an escalation point for issues requiring strategic or high-touch attention.
Strategic Growth Enablement – Identify and support cross-sell and up-sell opportunities that drive client growth and deepen engagement with our services.
Client Technical Strategy & Alignment – Translate business goals into actionable technology strategies. Guide clients in making informed IT decisions and roadmaps.
- Proactive Issue Management & Escalation – Anticipate, identify, and resolve issues before they impact business. Serve as an escalation point for high-visibility or complex concerns.
This role is ideal for individuals with technical knowledge, client-facing experience, and a strategic mindset. Success in this role is measured by client satisfaction, retention, and overall alignment of IT services to business goals.
Responsibilities and Duties
- Develop and maintain strong relationships with clients, understanding their business needs and objectives.
- Monitor customer health metrics, identify (and report and help to report and solve) potential issues, and proactively provide solutions to ensure client success, top drive client retention
- Conduct regular check-ins with clients to assess their satisfaction and gather feedback for service improvements, including the preparation and delivery of Quarterly Business Reviews.
- Develop an understanding of our products and services sufficient to effectively educate clients on their value.
- Collaborate with the technical teams to tailor solutions to meet client's technical and business requirements.
- Manage and resolve customer concerns and escalations in a timely and empathetic manner.
- Identify opportunities for upselling and cross-selling within assigned client base.
- Analyze customer data to inform strategic decisions and improve the overall customer experience. Drive client retention
Qualifications and Skills
- Bachelor's degree in Business, Communications, or a related field.
- At least 2-3 years (for CSM) 3+ years (for TAM) of experience in IT business to business (B2B) client success, account management, service delivery or a similar client-facing role (preferably within the MSP industry).
- Strong interpersonal skills with a customer-focused attitude.
- Excellent communication, presentation and organizational skills.
- The ability to manage effectively many accounts and prioritize tasks.
- A good understanding of the landscape of IT services and products at a high-level.
- Strong problem solving skills and a strategic mindset.
- Proficiency in ConnectWise and Microsoft Office Suite.
- Ability to work independently and as part of a team.
Preferred Skills
- Experience with customer success software and tools.
- Knowledge of MSP industry trends and challenges.
- Project management experience.
What We Offer
- Competitive salary and benefits package.
As a full-time employee, you will be eligible for our comprehensive benefits program, which includes:
Medical, dental, and vision insurance plans
401(k) plan with Principal Financial
Health FSA (Traditional and Limited Purpose Accounts)
HSA
Dependent Care FSA
Transportation Reimbursement Plans (Commuter/Parking)
Employer paid Basic Life Insurance $50,000
Voluntary Benefits – Life & ADD, STD & LTD, Hospital, Accident, Cancer & Critical Illness, Legal, Identity Protection, Auto & Home, Pet Wellness plans, etc.
Plus, employee perks such as discounts through Savings Marketplace in addition to EAP & HealthAdvocate services
Paid time off
Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- An opportunity to work with leading-edge technology and a talented team.
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