Client Success Manager

Salary :

$75,000 - 85,000 yearly

Company : Educational Services.

Job Type : Full Time

Scottsdale, Az

Job Description - Client Success Manager

POSITION SUMMARY:
The Client Success Manager (CSM) is the advisor and central point of contact for our existing clients, primarily responsible for client satisfaction and retention. The CSM serves as the bridge between operations and our clients, proactively building relationships, optimizing programs and adding services when in the client’s best interest. Additionally, the CSM leads outreach efforts to recruit and retain participant employees for our client’s programs. The CSM collaborates cross-functionally with internal departments to resolve issues, support workforce readiness, and expand utilization of staffing services.

WHAT MAKES ESI SPECIAL:

We have a casual, results-focused atmosphere.
We value family and friends – personal relationships matter where work-life balance is a cornerstone of our culture.
Our work has purpose – we improve education and support our schools.
We are genuinely collaborative; all voices are welcome and equally heard.

Our employees find purpose in their work and are supported by a team of compassionate professionals. We offer a competitive salary, paid time off (vacation, sick, volunteer hours), 401k match, and excellent insurance benefits.

OTHER BENEFITS OF JOINING ESI:

You will connect with leaders in education throughout the region.
You will be supported in your professional growth and development.
Because you’re working directly with senior management, you’ll help co-create our future.
This is a career position not just a job.

WHO YOU ARE:

Flexible – you thrive on variety.
Humble – you believe everyone is equal and deserves respect.
Empathetic – you seek to understand first.
Service-Oriented – you see the act of serving as a reward.
Independent – you are proactive and enjoy the thrill of solving problems.
You have a passion for improving education and connecting with people.

ESSENTIAL DUTIES:

Build and maintain strong relationships with client administrators to ensure alignment between staffing needs and service delivery
Regularly connect with clients formally and informally, in-person and virtually, ensuring our services are meeting their needs
Prepare and conduct regular business reviews (e.g., quarterly, semi-annually, annually, or more as needed) with key clients to review program performance, surface needs, and align on shared goals, with final presentation approval from Director of Client Services
Optimize our existing services to improve effectiveness and increase participation, adding value for existing clients
Proactively identify expansion opportunities within existing client accounts and qualify client interest in additional ESI programs and services
Coordinate warm handoffs to the Operations/Programs team for opportunity follow-through, including documenting client context, decision criteria, and next steps in the CRM
Maintain accurate CRM data as the system of record for client activity, opportunities, and renewals
Enhance business development efforts, facilitating the smooth integration of new clients or existing clients who add services
Own client retention outcomes for an assigned portfolio, including monitoring client health indicators, identifying at-risk accounts, and executing retention plans
Communicate client information to Operations and Leadership, serving as the client advocate and key escalation point for issue resolution, while maintaining accurate, timely records of all client activity in our systems
Facilitate Employee Staffing Agreements (ESA) issuance and renewals
Lead education and outreach sessions, in groups, one-on-one, in-person or virtually, answering questions and guiding potential participant employees on how to participate in ESI programs
Represent and present at industry conferences, events, board meetings, and client job fairs
Support and explore innovative service opportunities, advising ESI leadership on changing client needs and circumstances

EDUCATION:

Bachelor’s degree or equivalent experience required

EXPERIENCE/MINIMUM REQUIREMENTS:

Five years client/account management or related experience required
Three plus years of experience leading presentations, meetings and/or training sessions
Experience working with public school districts is a plus
Valid driver’s license and clean driving record is required
Must have reliable transportation for daily office commute and regional client visits
Must pass a background check
Dress code ranges from casual to business formal

OTHER SKILLS & ABILITIES:

Passion for improving our schools and education system
Motivated by service as a reward within itself
Flexible and proactive disposition – adapting to change, initiating relationships, actively engaging clients, independently solving problems
Empathetic and positive relationship builder, with both clients and ESI staff
Communicate in a welcoming, considerate and professional manner, even when under stress or when dealing with escalating issues
Equally comfortable and effective with in-person, phone, email, messaging, and video communication
Excellent presentation and facilitation skills, in settings such as potential client meetings, client update meetings, leading seminars and other large or small group environments of 2-200 participants. Presentations may be either in-person or remote depending on needs
Manage numerous issues and drive projects forward simultaneously, while keeping thorough and timely records
Intermediate to advanced financial acumen with mastery of concepts such as contract financial terms, retirement plans, interest utilization and payroll, at a sufficient level to be able to effectively answer wide ranging questions and teach others
Computer literate, including Microsoft Office, email, messaging, webinar, video conference and CRM systems

PHYSICAL REQUIREMENTS:

Travel locally and regionally on a frequent basis (and occasionally nationally) to client sites, conferences, and events
Operate a motor vehicle to commute to client sites and ESI office
Remain stationary at a workstation and operate a computer for extended periods
Communicate clearly and effectively in person, by phone, video, and in writing
Occasionally lift, carry, and set up event materials weighing up to approximately 25 lbs

Reports to: Director of Client Services
Title(s) of Direct Reports (if applicable): None
Compensation: Competitive salary, paid vacation time, Arizona State Fair Wages and Healthy Families Act Paid Sick Time (PST), 401K, and group health/dental/vision/life/disability insurance is available.
Work Conditions:
Works in a normal office setting at ESI’s Kierland (Scottsdale, AZ) headquarters with no exposure to adverse environmental conditions. ESI is a non-smoking environment. This position is eligible for remote/hybrid work.
Frequent local and regional travel is required. Occasional national or international travel may be required.

HOW TO APPLY:
Please include your Resume and a Cover Letter explaining why you should be considered for the position.

Please, no phone calls about this position.
Recruiters - please don't contact this job poster.
Do NOT contact us with unsolicited services or offers.

Job Type: Full-time
FLSA Status: Exempt
Starting Salary: $75K - $85K
https://www.educationalservicesinc.com/

Educational Services, LLC (ESI) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race (including hair texture, hair type, and protective hairstyles), color, creed, ancestry, religion, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, national origin, age, disability, genetics information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances.
This position description is intended to describe the general nature and level of work being performed by employees in this job. It is not an exhaustive list of all responsibilities, duties, and skills that may be necessary for this role. Personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

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Client Success Manager

Job Description - Client Success Manager

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