Client Success Manager

5 days ago

Brentwood, United States TMT Full time

We are looking for a full-time Client Success Manager (CSM) to join our Mastermind division. The CSM is dedicated to maximizing contract renewal rates, minimizing churn, and elevating member satisfaction through proactive management, effective onboarding, and strategic engagement initiatives. This role involves building strong member relationships, tracking performance metrics, and identifying growth opportunities to ensure members fully engage with and benefit from their participation. By fostering member success and growth, the CSM helps members achieve their goals and encourages advancement within the program. The role requires close collaboration across teams to refine processes and deliver an exceptional member experience that aligns with the company’s values and goals.


This Person Must Have:

  • Proven experience in customer success or client management, ideally within a membership or community-based environment.
  • Strong communication skills with a focus on building meaningful member relationships.
  • Ability to analyze and report on key metrics, with a proactive approach to improving member engagement.
  • Experience working cross-functionally and contributing to process improvements.


Key Responsibilities

  • Manage a portfolio of 100+ members, providing personalized support to ensure their success within the community.
  • Engage regularly with members to understand their needs, challenges, and goals, conducting quarterly business reviews to drive full program engagement.
  • Support Program Manager-led onboarding for new members, ensuring a smooth integration into the community.
  • Oversee offboarding and cancellations, collecting feedback and documenting processes.
  • Proactively monitor and manage member satisfaction to minimize churn, following a retention playbook to engage high-risk members with personalized quarterly check-ins and additional support.
  • Execute a 120-day renewal process to ensure member satisfaction ahead of renewal decisions.
  • Track member engagement, including event attendance, content interaction, dashboard use, and other participation metrics.
  • Prepare regular reports on engagement, churn, and key metrics for management and quarterly business review (QBR) meetings.
  • Identify upsell opportunities within the membership base, including additional services, software, and premium memberships.
  • Collaborate with the sales team to implement upsell strategies and drive member investment.
  • Inform members about upcoming events and encourage participation, providing support during events to maximize member value and engagement.
  • Follow procedures for tracking member achievements and milestones.
  • Collect recommendations from accountability group coaches on members suited for ascension and report these to Program Managers.
  • Act as a liaison between members and internal teams, sharing insights and feedback from the community to support continuous improvement.
  • Continuously enhance CSM processes, including onboarding, engagement tracking, and member support.
  • Contribute to the development of a standardized CSM playbook for consistent delivery of member support and success strategies.


This role is ideal for someone passionate about helping members succeed and committed to enhancing their experience. If you're ready to take on the challenge and drive member growth, apply now

  • Client Success Manager

    2 months ago

    Brentwood, United States TMT Full time

    We are looking for a full-time Client Success Manager (CSM) to join our Mastermind division. The CSM is dedicated to maximizing contract renewal rates, minimizing churn, and elevating member satisfaction through proactive management, effective onboarding, and strategic engagement initiatives. This role involves building strong member relationships, tracking...

  • Client Success Executive

    3 weeks ago

    Brentwood, United States EvidenceCare LLC Full time

    Location: Nashville, TN or Remote Position Type: Full Time Pay: Salary Reports to: VP of Client Success Company Overview: EvidenceCare is a fast-paced, fun-filled tech company scaling our market share with innovative healthcare products. Our products not only address the needs of inefficient healthcare delivery but also disrupt the status quo. ...

  • Client Success Executive

    3 weeks ago

    Brentwood, United States EvidenceCare LLC Full time

    Location: Nashville, TN or Remote Position Type: Full Time Pay: Salary Reports to: VP of Client Success Company Overview: EvidenceCare is a fast-paced, fun-filled tech company scaling our market share with innovative healthcare products. Our products not only address the needs of inefficient healthcare delivery but also disrupt the status quo. ...

  • Client Success Executive

    2 days ago

    Brentwood, United States EvidenceCare LLC Full time

    Location: Nashville, TN or Remote Position Type: Full Time Pay: Salary Reports to: VP of Client Success Company Overview: EvidenceCare is a fast-paced, fun-filled tech company scaling our market share with innovative healthcare products. Our products not only address the needs of inefficient healthcare delivery but also disrupt the status quo. ...

  • Insurance Client Success Manager

    2 weeks ago

    Brentwood, California, United States GSD Search Full time

    Job OverviewGSD Search is seeking a highly skilled Client Manager to join our team. This role is ideal for individuals who thrive in fast-paced environments and are passionate about delivering exceptional customer service.

  • Client Success Strategist

    3 weeks ago

    Brentwood, Tennessee, United States Dynasty Financial Partners, LLC Full time

    Role OverviewThis Relationship Manager role at Dynasty Financial Partners, LLC is an excellent opportunity for someone who is passionate about building strong relationships and driving business growth.As a key member of our Relationship Management Team, you will be responsible for developing and implementing strategies to enhance client satisfaction and...

  • Client Service Relationship Manager

    3 weeks ago

    Brentwood, New York, United States Broadridge Financial Solutions , Inc. Full time

    About Us:Broadridge Financial Solutions, Inc. is a leading provider of technology, communications, and data analytics solutions to businesses worldwide. We recognize that our associates' unique strengths enable them to perform at their best, leading to our success.This role plays a crucial part in driving digital transformation for clients, leveraging...

  • Client Service Manager

    7 days ago

    Brentwood, New York, United States Broadridge Financial Solutions , Inc. Full time

    About Broadridge">We empower our associates to accomplish more by building a culture that values their strengths and promotes meaningful work-life integration.Our Connected Workplace is grounded in the concepts of Flexible, Accountable, Connected, and Supported, allowing us to achieve business goals while supporting associate well-being.Broadridge is...

  • Elite Client Manager

    2 weeks ago

    Brentwood, Tennessee, United States NxT Level Full time

    Job OverviewNxt Level is a cutting-edge recruitment agency that partners with innovative technology startups to build elite teams. As an Account Executive, you will play a critical client-facing role, responsible for managing ongoing customer relationships and driving new business growth.

  • Client Engagement Specialist

    7 days ago

    Brentwood, Tennessee, United States EvidenceCare LLC Full time

    Job Summary:We are seeking a highly motivated Clinical Success Manager to serve as a key liaison between our clients and all areas of the company to help drive customer satisfaction & success. As a Clinical Success Manager, you will have a lot of exposure to C-suite stakeholders and ownership of those relationships. You will play a critical role in driving...

  • Client Service Manager

    7 days ago

    Brentwood, New York, United States Broadridge Financial Solutions , Inc. Full time

    Company Overview: Broadridge Financial Solutions, Inc. is a global Fintech leader delivering technology-driven solutions to banks, broker-dealers, asset and wealth managers, and public companies.The company is committed to making a difference through its unique culture, guided by the Service-Profit Chain, which directly connects employee engagement, client...

  • Senior Vice President of Customer Success

    3 weeks ago

    Brentwood, Tennessee, United States Ncontracts LLC Full time

    Ncontracts LLC is a cutting-edge company in the financial services sector, dedicated to strengthening the industry through innovation and thought leadership. We're looking for a seasoned professional to drive our customer success strategy and teams forward.**Job Summary:**Design, implement, and manage client success programs to ensure customers achieve...

  • Client Relationship Specialist

    2 weeks ago

    Brentwood, California, United States Compass Point Innovations Full time

    Role SummaryWe are searching for an exceptional Entry-Level Business Account Manager to join Compass Point Innovations' team. In this role, you will be responsible for managing client relationships, coordinating projects, and working closely with the sales team to drive business growth.The successful candidate will have excellent communication skills, a...

  • Client Support Specialist

    7 days ago

    Brentwood, Tennessee, United States OfficeTeam Full time

    About the Position">We are seeking a highly skilled Customer Service Specialist to join our team at OfficeTeam. As a key member of our sales team, you will be responsible for managing client relationships, identifying opportunities for growth, and providing exceptional customer service.">Your Key Responsibilities">Key responsibilities include:">">Managing...

  • Client Growth and Retention Manager

    7 days ago

    Brentwood, Tennessee, United States Clayton Blunt - State Farm Agent Full time

    Job DescriptionAs an Account Manager at Clayton Blunt - State Farm Agent, you will be responsible for marketing relevant products and services to improve the lives of our customers. This role requires a strong understanding of insurance products and excellent communication skills to build trust with clients.Key ResponsibilitiesDevelop and implement...

  • Client Service Specialist

    7 days ago

    Brentwood, New York, United States US Tech Solutions Full time

    We are seeking a highly skilled Client Service Specialist to join our team at US Tech Solutions based in Edgewood, NY during Proxy Season. This is a temporary seasonal position expected to last until the end of June.Job SummaryThe ideal candidate will be working on our Client Facing team managing internal and external clients as well as checking the accuracy...

  • Client Relationship Specialist

    3 weeks ago

    Brentwood, New York, United States Broadridge Financial Solutions , Inc. Full time

    Overview">Broadridge Financial Solutions, Inc. is a global leader in delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies.">Job Summary">We are seeking an experienced Client Relationship Specialist to join our team! As a key member of our Client Services department,...

  • Executive Director of Client Partnerships

    1 week ago

    Brentwood, Tennessee, United States BluWave Full time

    About the JobWe're looking for a highly motivated and experienced Executive Director of Client Partnerships to lead our B2B business development efforts. As a key member of our team, you will be responsible for driving growth, client success, and strategic impact.Main Responsibilities:Develop and execute strategic business plans to drive growth and...

  • Scheduling Coordinator

    1 month ago

    Brentwood, United States US Tech Solutions Full time

    Duration: 6 months contract (with possible extension)Notes:11 openingsTwo Start date groups – 1/6 and 1/27Contract through end of June1-3 years of experience as event coordinator or similar role; will be scheduling and coordinating a high volume of Shareholder meeting calls with all levels of seniorityProficient in MS OfficeExcellent vendor management...

  • Client Service Rep

    1 month ago

    Brentwood, United States TSR Consulting Full time

    About TSR: TSR is a relationship-based, customer-focused IT and technical services staffing company. For over 40 years TSR, Inc. and its wholly owned subsidiary, TSR Consulting Services, have prospered in the Information Technology staffing business, earning the respect of companies both large and small with well refined candidate screening, timely...