Client Services Lead

Overview

Join a dynamic and innovative team as a Client Services Lead, where you will play a pivotal role in driving client success and fostering long-term relationships with high-value enterprise clients. This position offers an exciting opportunity for professional growth, allowing you to shape account strategies and lead a team of Client Success Managers in a collaborative environment. You will be part of a culture that values customer-first thinking, strategic problem-solving, and continuous improvement, all while making a significant impact on our clients' operational success.

Responsibilities

• Act as the primary relationship owner for enterprise accounts, ensuring client satisfaction, retention, and growth through strategic engagement.
• Lead and mentor a team of Client Success Managers, establishing priorities, providing coaching, and implementing best practices to enhance team performance.
• Engage with client leadership teams to align solutions with their strategic objectives, driving executive-level relationships.
• Conduct regular check-ins to promote solution adoption, address tactical issues, and identify opportunities for product development and upselling.
• Translate client needs into actionable priorities, enhancing service delivery and account strategies.
• Oversee the implementation of complex client projects, ensuring quality, timeliness, and scalability in service delivery.
• Collaborate with Sales leadership to identify and pursue expansion opportunities within existing accounts.

Qualifications

• Must-Have:
• BA/BS degree in a business-related field (e.g., economics, marketing, finance, engineering).
• 8+ years of professional experience, with a minimum of 5 years in client services, account management, or customer success.
• 2+ years of experience managing or mentoring teams.
• Proven success in managing enterprise client relationships at the executive level.
• Excellent written and verbal communication skills, with strong presentation abilities.
• Technical proficiency in tools such as Excel, SQL, and Salesforce, with the ability to translate complex data into actionable business insights.
• Nice-to-Have:
• Experience shaping account strategy and managing cross-functional initiatives.
• Highly organized, analytical, and detail-oriented with a strategic mindset.