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Client Success Manager - Scaled Programs

red-oakNorth Austin HQ
On-site Full-time

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Experience Level

Experience

Qualifications

QualificationsBachelor's degree in Business, Marketing, or a related field. Proven experience in client success, account management, or related roles, preferably within a scaled program environment. Strong analytical skills with the ability to leverage data to drive decision-making. Exceptional communication and interpersonal skills, with the ability to cultivate positive relationships with clients. Experience collaborating cross-functionally and leading initiatives that enhance client experiences. Proficiency in CRM tools and data analysis software.

About the job

The Client Success Manager for Scaled Programs plays a pivotal role in ensuring that clients in the Wealth Management and Investment sectors receive unparalleled service and strategic guidance. This position is dedicated to enhancing client engagement, minimizing churn rates, and maximizing net retained revenue through effective management of success initiatives, operational assessments, and renewal strategies for a substantial client base. The ideal candidate will collaborate across departments to refine strategies aimed at elevating the overall client experience.

Key Responsibilities

  • Drive client adoption, retention, and growth by leveraging automated engagements, analytical insights, and scalable resources.
  • Collaborate with Account Managers to deliver support across key account segments, facilitating client success reviews and managing tailored success programs.
  • Proactively track client engagement levels, satisfaction ratings, and product utilization to identify at-risk accounts. Formulate and implement targeted plans to mitigate risks, achieve client objectives, and bolster overall client health.
  • Enhance the efficiency of client business reviews, creating a streamlined system that offers valuable insights to the client base.
  • Oversee the development and ongoing refinement of self-service client resources, communication strategies, and interaction frequencies within high-volume segments.
  • Design, iterate, and optimize the customer lifecycle and touchpoint strategies, including onboarding processes, regular check-ins, and renewal reminders.
  • Create and maintain comprehensive onboarding playbooks, lifecycle programs, and client health scoring models, defining the criteria and thresholds that trigger necessary interventions.
  • Produce and update scaled content, including in-app guides, email nurture campaigns, help center articles, and training materials, treating content development as a key product.
  • Regularly report on program performance metrics, analyzing engagement statistics, cohort health, churn trends, and successful strategies.
  • Evaluate and suggest tools necessary for the scaled segment, contributing expertise to tool selection and technology stack decisions.
  • Assist in enhancing automation, health scoring, and documentation practices.
  • Provide structured feedback to streamline processes at scale.

About red-oak

red-oak is a forward-thinking organization dedicated to providing innovative solutions in the Wealth Management and Investment sectors. We prioritize client success and aim to deliver exceptional service that drives value for our clients. Our North Austin headquarters fosters a dynamic work environment where collaboration and creativity thrive.

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