Quick overview
Job description
Essential Functions
- Serve as primary contact for assigned clients on any/all matters relating to customer satisfaction and/or problem resolution
- Provide minimum number of “Client Touches” as outlined in performance metrics for the ACSM role to ensure exceptional customer experience
- Present and demonstrate any aspect of products currently licensed to the customer in order to refamiliarize, orient provide value to the user/customer to maximize customer experience
- Proactively collaborate internally and cross-departmentally to keep all accounts apprised of any potential issues to their software performance timely (Ex: Former Customer campaign, Ophth/Derm list, Sunsetting of products, Azure outages, etc.) and monitor/record the status of all customer communication in Salesforce, Excel or other prescribed method. This includes processing of administrative work i.e. credit memos.
- Continue to maintain client renewal rate at or above company required goals in designated territory. Address exit strategies as needed and update SF record to include attrition details accurately.
- Following up on any client success / account management issues that are routed through marketing leads to ensure customer satisfaction
- Identify and escalate (to inside sales representative) sales opportunities from within the existing customer base as assigned, maintaining a continuous focus on growth and expansion within existing clients
- Respond to inbound calls in accordance with performance standards for the ACSM role, resolving customer issues and ensuring an exceptional client experience
- Work with inside sales manager to collaborate on client experience as necessary to ensure a positive outcome
- Fully accountable for maintaining a referenceable customer base for assigned territory by facilitating on-site visits with existing customers, collaborate with inside and new business sales team to leverage current account relationships for prospective sales, and ensuring minimum level of “client touches”.
- Participate in kick off calls to successfully transition account ownership post-sale/implementation.
- Complete customer care calls to build and secure strong client relations resulting in unsurpassed client satisfaction
- Identify at-risk clients and orchestrates Improvement Plans as necessary by collaborating with the appropriate internal constituents
- Carry out additional responsibilities as assigned based on business needs
Minimum Requirements
- 1-2 years of client success / account management experience
- Excellent customer service skills
- Exceptional written and verbal communication skills
- Demonstrated ability to problem solve; strong judgment and interpersonal skills
- Ability to work effectively with all levels of the organization;
- Approachable, professional, patient, balanced approach to handling tasks of varying priority and stress levels
- Ability to travel throughout the year, including occasionally on weekends
Work Environment/Physical Demands
- Remote work
- Long distance or air travel as needed
- This role requires a significant amount of work in front of the computer with communication through daily through chat, phone calls, and virtual meetings.
Total Rewards
- Generous annual bonus opportunity
- 401(k) with Employer Match
- Flexible Time Off: take time off when you need it without worrying about available hours
- 10 paid holidays
- Volunteer Time Off
- Insurance: Choice of Medical, Dental, and Vision plans
- Health Savings Account with employer match
- Flexible Spending Account
- 100% Company-Paid Parental leave
- 100% Company-Paid Life Insurance and Short/Long Term Disability Insurance
- Nextech Luminary Peer Recognition Program
- Wellness Program including discounts on medical premiums
- Employee Assistance Program with free counseling sessions available
- Corporate Discounts on Retail, Travel, and Entertainment
- Pet Insurance options
Haystack's AI agent can fill in and submit this application for you. How AI auto apply works
Similar jobs
- TA

CX Ops SpecialistRecently posted Auto Apply
Together AI · San Francisco · Hybrid · Posted 13 Nov 2026 🇺🇸
RustGoogle WorkspaceAWS+16$140k - $180k/yr - SA

Customer Success Manager Auto Apply
Samsara · Remote - AZ; Remote - Dallas; Remote - FL; Remote - GA; Remote - Houston; Remote - PA; Remote - TX · Remote · Posted 4 Nov 2026 🇺🇸
Account ManagementCustomer SuccessDatabricks+3Customer Service$72.9k/yr - PA

Customer Success ManagerRecently posted Auto Apply
PathAI · Boston · Remote · Posted 13 Nov 2026 🇺🇸
SQLLookerMetabase+7Customer Service$64.5k - $99k/yr - SP

Customer Success EngineerRecently posted Auto Apply
Sprig · San Francisco · Hybrid · Posted 13 Nov 2026 🇺🇸
OnboardingFigmaCustomer Success+2Engineering$120k - $135k/yr - SW

Director, Enterprise Customer SuccessRecently posted Auto Apply
Swoogo · Remote - United States · Remote · Posted 12 Nov 2026 🇺🇸
Account ManagementCRMCapacity Planning+11Customer ServiceSalary not listed - RA

CSM, Enterprise | LifecycleRecently posted Auto Apply
Ramp · New York · Hybrid · Posted 13 Nov 2026 🇺🇸
WorkdayAccount ManagementERP+5$10k/yr - RA

CSM, Mid-Market | LifecycleRecently posted Auto Apply
Ramp · New York · Hybrid · Posted 13 Nov 2026 🇺🇸
Account ManagementNetSuiteCustomer Success+2$10k/yr - PA
Client Success ManagerRecently posted Auto Apply
Posh Ai · US Remote · Remote · Posted 12 Nov 2026 🇺🇸
OnboardingAccount ManagementCRM+3Salary not listed - TT
Head of Customer SuccessRecently posted Auto Apply
True Talent Solutions Partners · Redwood City · On-site · Posted 13 Nov 2026 🇺🇸
OnboardingMicrosoft ExcelLooker+5Customer Service$150k - $176k/yr - TT
Customer Success ManagerRecently posted Auto Apply
True Talent Solutions Partners · San Francisco · On-site · Posted 13 Nov 2026 🇺🇸
OnboardingGitConfluence+5Customer Service$130k - $160k/yr - PR

Client Success Manager, eCommerceRecently posted Auto Apply
Productwind · Seattle · Remote · Posted 12 Nov 2026 🇺🇸
OnboardingAccount ManagementSEO+4Salary not listed - ON

Customer Success Manager, Mid-Market Auto Apply
Onit · Remote - USA · Remote 🇺🇸
OnboardingAccount ManagementCustomer Success+4Customer Service$82.5k - $100k/yr
