Client Success Manager

Job Details

Client Success Manager

Rancho Cucamonga, California




Job Description

A Computer Solutions company in Rancho is seeking a Client Success Manager to join their team. This is a great company who hires on quickly and is a very positive and great environment. There will be some travel involved. Do you have a clean driving record, account management experience, IT experience, a lot of computer knowledge and the ability to work in a fast paced environment? Please read over the description below and if you feel you are qualified apply at


Monday - Friday – 8AM to 5PM

$25 per hour/$51,000K Salary


JOB TITLE: Client Success Manager

ROLES/RESPONSIBILITIES: Account Management of Elite Team Client Base, Ongoing Strategic Huddles & Follow-ups, Inbound Call Support, Monthly Dashboard Deliverables, Vendor Coordination for Remote Site Support, Participate in Onboarding for any New Client Accounts, Inventory Management as needed, Project & Service-Related Follow-ups



The primary objective of the Client Success Manager is to be a proactive customer service liaison for clients. The role is responsible for understanding and improving the customer experience as a whole for our clients. This role will work with all other resources to ensure clear communication and remove roadblocks.


Essential Duties and Responsibilities:

Regularly participate and provide client feedback to Elite Team as well as all other departments via Microsoft Teams, Emails, CW tickets, and Direct Phone Communication to move action items forward.

Document all client communication in CW as it is worked and provide client with updates on Services Tickets and or any Activity being worked to eliminate “dark time”.

Ongoing participation in weekly Client Strategy Meetings and Huddles

Develop an understanding oft client base to help develop and improve the client experience.

Ongoing communication and planning with Client Base through Huddle Process / Client Communication Cadence

Maintain & Delivery of Client Success Dashboards on a Monthly Basis

Ability to identify Client risks and develop solution strategies with TA Team and Service Resources

Document Escalations as they unfold and participate in internal team meetings for effective execution of resolution.

Must have strong communication skills as well as the ability to present information to C-Levels & IT Managers

Ongoing ability to Set & Manage Client Expectations

Participate in the completion of onboarding utilizing a Detailed Project Plan within SharePoint

Facilitate New Client Introduction Team Meeting and ongoing Onboarding Documentation.

Must have excellent time management skills and ability to


Qualifications and Requirements:

Education and Soft Skills

• Bachelor’s Degree preferred

• Account management & business process experience required

• 2+ years of customer service experience preferred

• Experience working in a fast-paced environment

• High comfort level with face-to-face interaction with senior leadership positions

• Excellent oral and written communication skills

• Strong ability to manage time effectively in a dynamic environment

• Good analytic and problem-solving skills

• Ability to work independently with minimal supervision

• Ability to work successfully with an integrated support team


Performance Requirements:

• Ability to learn quickly and adapt to a dynamic environment

• Works effectively with other members of the organization to address client issues.

• Participates in daily huddles and weekly team meetings with Client Strategy & Service Department.

• Effectively escalates client issues and follows-up to make sure that the client is satisfied.

• Participates in developing procedures and suggesting improvements to existing procedures.

• Documents all contact with the systems or clients in the trouble-ticketing application and updates all information within the client knowledge base as appropriate.




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