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Client Success Manager at DailyPay, Remote (United States)

The Client Success Manager’s responsibilities include developing strong relationships with clients, connecting with key business executives, and driving adoption of our product. Client Success Managers present a client-first mentality and advocate for our clients to ensure client growth and retention. This role will also identify new business opportunities among existing clients.

If this opportunity excites you, we encourage you to apply even if you do not meet all of the qualifications.

How You Will Make an Impact:

• Lead point of contact for all client account management matters
• Suggest solutions and innovative ideas to meet client needs
• Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors
• Be the leader and orchestrator during customer escalation situations, ensuring responsiveness and speedy resolution
• Build an effective business strategy for the client’s post-launch to enable the long-term retention and growth of the account
• Collaborate with internal teams to advocate for client’s needs, drive adoption, and provide best in class support
• Clearly communicate the progress of monthly, quarterly and annual initiatives to internal and external stakeholders
• Forecast and track key account metrics (e.g. enrollment and adoption)
• Analyze data through reports and trends
• Negotiate contracts and close renewal agreements
• Minimize Churn, anticipating and identifying risks and mitigating them
• Upsell and cross sell new products and services

What You Bring to The Team:

• Proven work experience of 3+ years as a CSM or Sales
• Demonstrable ability to communicate, present and influence client C-Level stakeholders
• Solid experience with Account Management reporting systems, CRM software (e.g. Gainsight, Salesforce), Google Suite, and MS Office (particularly MS Excel), as well as AI tools (Gemini, ChatGPT, etc.)
• Understanding of sales performance metrics or KPIs
• Experience delivering client-focused solutions to client needs
• Availability to travel as needed
• Occasional need to work outside of normal business hours as required to support client

Nice to Haves:

• HR/Payroll experience

About You:

• You have a client first mentality, always
• You are solution-oriented and have a can-do attitude
• You are a great communicator; orally and written
• You enjoy collaborating with others and are a team player

What We Offer:

• Exceptional health, vision, and dental care
• Opportunity for equity ownership
• Life and AD&D, short- and long-term disability
• Employee Assistance Program
• Employee Resource Groups
• Fun company outings and events
• Unlimited PTO
• 401K with company match