Serve as the primary point of contact for a pooled portfolio of core accounts, focusing on retention, platform adoption, and customer satisfaction.

Drive proactive, repeatable engagement across your book so clients understand the platform, use it consistently, and see the value before renewal conversations begin.

Monitor account health and act early when engagement or satisfaction signals warrant attention.

Partner with Sales when expansion opportunities arise; while growth is not your primary responsibility, there are financial incentives to surface the right moments.

Work closely with Finance to resolve payment disputes, escalations, and account issues in a timely and professional way.

Collaborate with Support and Product to advocate for customer needs and contribute to process improvements that make the whole CX team stronger.

Direct clients to the right resources and channels for commercial conversations, without owning sales activities yourself.

What we are looking for

2 or more years in Customer Success, Account Management, Client Services, or a related customer-facing role.

Strong organizational skills: you can manage a high volume of accounts and still give each one a consistent, thoughtful experience.

Excellent communication and relationship-building skills, with a genuine customer-first mindset.

Goal-oriented, particularly around retention and satisfaction targets.

Customer Success Manager

Responsibilities

Qualification

Required

Benefits

Company

Compliancygroupllc

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