Top 236 Client success manager Jobs in Oakland Nj

Client Success Manager
Preferred Business Systems, Inc. —Whippany, NJ
- From $60,000 a year
- Full-time
- Background check
- Up to 50% travel
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Client Success Manager
Confidential —Manhattan, NY
- $80,000 - $115,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
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Customer Success Manager
Fast Growing Startup —New York, NY
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Client Success Manager
Alteva RCM —Hackensack, NJ
- $100,000 - $125,000 a year
- 5 years
- Continuous improvement
- Senior level
- Disability insurance
- Health insurance
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Client Success Senior Manager
Alteva RCM —Hackensack, NJ
- $120,000 - $165,000 a year
- 3 years
- Senior level
- Leadership
- Disability insurance
- Health insurance
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Customer Success Manager - US EST
Kentik —New York, NY
- $100,000 - $150,000 a year
- Email
- Remote
- 5 years
- Mid-level
- Product management
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7d
Enterprise Client Success Manager
Accordant —Florham Park, NJ
- $115,000 - $120,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Organizational skills
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Sr. Client Success Manager
WebMD —Newark, NJ
- $84,000 - $90,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Mentoring
- Continuing education credits
- Commuter assistance
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Growth Customer Success Manager
Yoodli AI Roleplays —New York, NY
- $125,000 - $150,000 a year
- Remote
- Mid-level
- 3 years
- Communication skills
- Health insurance
- Dental insurance
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Customer Success Manager - NY
Atera —New York, NY
- $160,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
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Customer Success Manager
GENLED Brands —East Rutherford, NJ
- $75,000 - $90,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Paid holidays
- Health insurance
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Customer Success Manager
Whip Networks, Inc. —New York, NY
- $150,000 - $185,000 a year
- Remote
- 5 years
- Analysis skills
- Senior level
- Health insurance
- 401(k)
Quick Apply
Customer Success Manager
Verse Medical —New York, NY
- $90,000 - $100,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Mid-level
- Office
- Health insurance
- Dental insurance
Customer Success Manager
Healthix —New York, NY
- $125,000 - $165,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
5d
WorkForce Software, Senior Client Success Manager
ADP —Roseland, NJ
- $86,600 - $161,600 a year
- Full-time
- Hybrid work
- Military
- Office
- 8 years
- Wellness program
- Disability insurance
Customer Success Manager, U.S.
GENLED Brands —East Rutherford, NJ
- $75,000 - $90,000 a year
- Online Application
- Mid-level
- Office
- Business Administration
- Paid holidays
- Health insurance
Strategic Customer Success Manager
Miter —New York, NY
- $140,000 - $160,000 a year
- Full-time
- Hybrid work
- Office
- Presentation skills
- APIs
- Commuter assistance
- Paid parental leave
3d
Team Manager, Customer Success
monday.com —New York, NY
- $158,000 - $196,000 a year
- Full-time
- Hybrid work
- Sales
- Office
- Analysis skills
Quick Apply
Customer Success Manager
Double —New York, NY
- $80,000 - $100,000 a year
- Full-time
- Remote
- Mid-level
- Accounting
- 2 years
- Dental insurance
- Vision insurance
Customer Success Manager
Whatnot —New York, NY
- $113,000 - $155,000 a year
- Full-time
- Hybrid work
- Mid-level
- Paid parental leave
- Health insurance

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Client Success Manager

Preferred Business Systems, Inc. -
Whippany, NJ

Quick Apply

Job Details

Full-time
From $60,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Managing customer accounts
Customer communication
Cross-selling
Client database systems
Time-based sales targets
Account management

Full Job Description

Preferred Business Systems, Inc., a premier technology and solutions provider, is seeking a dynamic and results-driven Account Manager to join our team. This is a relationship-building position measured in client satisfaction. If you enjoy working with people, forging relationships, and advocating persistently, you will find this position highly rewarding.

About the Role

The Client Success Manager is responsible for managing a portfolio of existing clients, ensuring they receive maximum value from our services while identifying opportunities to grow the relationship. This role is focused on client relationships, retention, and upselling—not front-line customer service.

In this position, you will serve as the primary business contact for your assigned accounts, conduct regular business reviews, and work closely with our service/technical teams to ensure client needs are met and revenue targets are achieved.

Key Responsibilities

Client Relationship & Retention

Serve as the primary point of contact for assigned client accounts.
Build and maintain strong, long-term relationships with key client stakeholders (executives, decision-makers, and influencers).
Conduct regular onsite and virtual client “drop-ins” to maintain presence and trust.
Proactively identify and address client issues, risks, and satisfaction drivers to ensure high retention.

Account Growth & Upselling

Own upsell and cross-sell opportunities within assigned accounts to meet or exceed revenue quotas.
Develop and present quotes and proposals for additional services, projects, and upgrades.
Work with clients to align services with their business goals, driving adoption of new solutions and increasing wallet share.
Track and report on pipeline, forecasts, and progress toward growth targets.

QBRs & Strategic Planning

Plan, schedule, and lead Quarterly Business Reviews (QBRs) with key accounts.
Present performance metrics, project status, service improvements, and strategic recommendations.
Translate technical information into business-focused conversations and ROI discussions.
Create and maintain account plans that align with client roadmaps and internal revenue goals.

Collaboration with Service & Technical Teams

Coordinate with service desk, field technicians, and project teams to ensure a high-quality client experience.
Communicate client expectations, timelines, and escalations to internal teams.
Participate in internal meetings to advocate for client needs and prioritize work that impacts client satisfaction and retention.
Ensure clients are informed about ongoing work, tickets, projects, and changes.

Operational & Administrative

Maintain accurate client information, contacts, activities, and opportunities in the CRM/PSA system.
Monitor account health metrics (ticket trends, project status, satisfaction scores, etc.).
Prepare follow-up documentation, summaries, and action items after client meetings and QBRs.
Support the development and refinement of client success processes, playbooks, and best practices.

Qualifications

Required:

3+ years of experience in Client Success, Account Management, or similar role.
Experience in an MSP (Managed Service Provider), IT services, SaaS, or similar service-based industry.
Proven track record of meeting or exceeding upsell/renewal quotas or revenue targets.
Demonstrated experience conducting QBRs or account review meetings with business stakeholders.
Strong client-facing communication skills (written, verbal, and presentation).
Ability to multitask and manage multiple accounts, priorities, and deadlines simultaneously.
Experience working closely with technical/service teams and translating technical language into business terms.
Proficiency with CRM and/or PSA tools (e.g., ConnectWise, Autotask, Salesforce, HubSpot, etc.).

Preferred:

Familiarity with common MSP offerings (managed services, cybersecurity, cloud services, backup/DR, etc.).
Experience building and presenting quotes and proposals.
Background in B2B environments with SMB and mid-market clients.
Basic understanding of IT infrastructure and service delivery.

Key Competencies

Strong relationship-building and client management skills.
Sales-minded with a consultative approach to identifying and closing upsell opportunities.
Highly organized and detail-oriented with strong follow-through.
Comfortable leading meetings with executives and technical stakeholders.
Ability to handle and prioritize multiple clients, tasks, and deadlines.
Problem-solver with a proactive mindset and sense of ownership.
Professional, confident, and calm under pressure.

Performance Metrics

Client retention rate and renewal success.
Upsell/cross-sell revenue and quota attainment.
Client satisfaction/NPS or related metrics.
Completion and quality of QBRs and account plans.
Response time and follow-through on client issues and requests.

Skills

Effectively combine communication skills with industry/company knowledge to articulate Preferred Business Systems’ vision and strategy, while showing our business value and impact to clients.
Ability to conduct B2B presentations.
Excellent analytical, logical thinking, and critical thinking skills.
Ability to explain complex solutions at a high-level.
Excellent sales and customer service skills with proven negotiation skills.
Set and manage appropriate prospect or client expectations regarding proposed solution from presale, sales, and post-delivery.
Strong organizational skills with attention to detail.
Proficient with Microsoft Office Suite or related software.
Ability to work independently and as a member of the sales team.
Understanding of MSP, Security, and Cloud business model.

Preferred Experience:

Experience with quoting tools
Experience with PSA/Ticketing System
Experience with online collaboration tools (ex. ScalePad)

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.
Must be able to travel offsite for client meetings

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

Walk me through your experience managing existing client accounts. What types of clients and what size portfolios have you handled?
Have you worked for an MSP, IT services, or similar service-based company? What were the main services you supported?
Tell me about a time you successfully upsold or expanded services with an existing client. What did you sell and how did you approach it?

Ability to Commute:

Whippany, NJ 07981 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client success manager jobs in oakland nj

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