Client Strategy & Success Manager
Core
Retain, grow, and systemize B2B client relationships by owning the account lifecycle, driving renewals/upsells, and translating business goals into execution plans.
Role type
Senior Client Strategy & Success Manager
Builds
Long-term client value, predictable renewals, and account growth
Domain
B2B Services / Agency
Deliverable
client delivery
Required skills
Client relationship management, strategic planning, churn reduction, upsell identification, internal cross-functional coordination, expectation management, data-driven reporting, structured documentation
Preferred skills
Experience with CRM tools (HubSpot, Salesforce), project management tools (Asana, Notion), B2B sales cycles
Technologies
HubSpot, Pipedrive, Salesforce, Trello, ClickUp, Asana, Notion, Google Workspace
Responsibilities
Own end-to-end client portfolio and act as single point of contact, lead regular client check-ins and planning calls, translate client business goals into internal execution plans, drive renewals and expansions, track client health metrics to prevent churn, coordinate with delivery/ops teams to ensure alignment, present upsell opportunities with business justification
Seniority
Mid-Senior, hands-on IC