Client Success Manager, Summer

• 3+ years of experience in account management or client success, ideally with enterprise clients, in B2B2C SaaS or financial services
• Proven leader in building efficient systems, managing client relationships from implementation to renewal, and driving measurable results
• Strategic and empathetic communicator, skilled in problem-solving, decision-making, and navigating complex discussions with executive stakeholders
• Highly organized and resourceful, staying calm under pressure while leading high-impact projects
• Revenue-focused, with a track record of driving upsell and cross-sell opportunities
• Relationship-driven professional, bringing warmth, professionalism, and maturity to internal and external interactions
• Passionate about growth, scaling a mission-driven brand, and fostering client champions as advocates and references

Desirable

• As Summer’s Client Success Manager (CSM), you will build and nurture strategic, long-term relationships with B2B SaaS clients—overseeing implementation, driving user adoption, and identifying opportunities for revenue growth
• In this high-impact, client-facing role, you’ll act as the primary liaison between internal teams and external stakeholders, ensuring seamless collaboration, engagement, and success
• Build and nurture strong client relationships, aligning their goals with Summer’s solutions
• Advocate for clients by translating feedback and challenges to product enhancements or operational improvements
• Optimize the onboarding and implementation process for new clients, including employers and financial institutions
• Manage and prioritize client needs, ensuring timely execution of deliverables
• Drive user engagement and adoption through strategic conversion initiatives
• Support client retention and growth by identifying and advancing renewal, upsell, and expansion opportunities alongside the sales team
• Showcase client success stories through marketing and content collaborations
• Occasionally travel based on client needs