Client Success Manager

Blue Orange Digital
Summary
Join Blue Orange Digital as a Client Success Manager (CSM) and own the successful delivery of multiple data and software projects while building strong client relationships. You will leverage account management skills, project management discipline, and technical expertise to ensure high-impact solutions. Responsibilities include driving client growth by identifying and pursuing revenue opportunities, such as upselling and cross-selling. You will collaborate with various teams to create actionable growth plans and maximize client value. Technical fluency in cloud data stacks and agile methodologies is essential. The role also involves issue resolution, client advocacy, and staying current on industry trends. This position requires 5+ years of experience in customer success or related fields within the tech industry.
Requirements
- 5+ years in Customer Success, Account, or Client Services roles within data, analytics, software, or related tech consulting
- Proven quota-carrying success driving renewals, upsells, and cross-sells
- Working knowledge of modern data tooling (cloud warehouses, ELT/ETL, BI) and Agile/Scrum concepts
- Strong communicator who can tailor conversations from practitioner level to C-suite
- Demonstrated ability to translate business goals into actionable requirements for technical teams
- Excellent problem-solving, organization, and multitasking skills; thrive in a fast-growth environment
- Comfortable navigating large, matrixed enterprises and influencing without authority
- Embraces generative AI in practice with an understanding of its evolving applications across business use cases
- Bachelor’s degree in a relevant field (Business, Computer Science, Engineering, or similar)
- U.S. work authorization required; we cannot provide sponsorship at this time
Responsibilities
- Serve as the primary point of contact and trusted adviser for 6–10 strategic accounts
- Orchestrate structured onboarding, project plans, and executive business reviews
- Track NPS, usage, and sentiment signals—triggering proactive playbooks to prevent churn
- Own a revenue quota for renewals, upsells, and cross-sells
- Continuously surface expansion ideas (new data products, ML & AI POCs, managed services)
- Shape Statements of Work, MSAs, and negotiate terms
- Forecast pipeline and communicate wins, blockers, and lessons learned to leadership
- Run discovery workshops; translate business outcomes into technical requirements and acceptance criteria in collaboration with Blue Orange sales engineering and tech leads
- Maintain high-level roadmaps and ROI dashboards for stakeholder transparency
- Hold confident conversations about cloud data stacks (AWS/Azure/GCP, Snowflake/Databricks, dbt, modern BI)
- Write quick SQL or notebook queries to demo insights or verify data issues
- Collaborate with Project & Program Managers on sprint cadence, ensuring adherence to schedules and budgets
- Lead escalations with empathy and urgency, coordinating the right engineers or SMEs
- Document root-cause learnings and feed them into continuous-improvement loops
- Be an internal Champion for the customer, maintaining client delight
- Stay current on data-/AI-services trends; share best-practice content with clients and the Blue Orange community
- Provide insights to fellow development team members in consultative communication and a customer-centric mindset
- Act on the leading edge, implementing and embracing AI-enabled workflows in your day-to-day
Preferred Qualifications
- Certifications with partners such as Snowflake, AWS, GCP, Azure, or Databricks (or ability to obtain within 90 days)
- Hands-on experience with CRM and collaboration stacks (HubSpot/Salesforce, ZoomInfo, Confluence, Asana, Jira)
- Prior exposure to a start-up or growth-stage professional-services firm
Benefits
- 401k Matching
- Unlimited PTO
- 100% remote role with an option for hybrid
- Healthcare, Dental, Vision, and Life Insurance
- Paid parental/bereavement leave
- Cell phone/internet reimbursement
- Home office stipend
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