Client Success Manager

Dailypay

Full-time - Mid Level

Remote

Professional, Scientific, and Technical Services

About the position

The Client Success Manager at DailyPay is responsible for driving client engagement and adoption of the company's on-demand pay solution. This role involves managing relationships with over 100 clients, ensuring they achieve their business goals through effective communication and support. The position requires collaboration with internal teams to advocate for client needs and deliver best-in-class service, while also identifying upsell opportunities and securing renewals.

Responsibilities

• Lead point of contact for all client account management matters for 100+ clients in our scaled segment
• Deliver scaled success engagement tactics to help clients achieve their business goals
• Collaborate with engagement and advocacy team to build and maintain the scaled customer journey together
• Suggest solutions and innovative ideas to meet client needs
• Be the leader and orchestrator during customer escalation situations ensuring responsiveness and speedy resolution
• 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)

Requirements

• 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. Salesforce or HubSpot), Google Suite, and MS Office (particularly MS Excel)
• 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 customers

Nice-to-haves

• HR/Payroll experience

Benefits

• 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