Client Success Manager

Summary

Join Summer, a Certified B Corp® tackling student debt, as their Client Success Manager (CSM)! In this high-impact role, you will build and maintain strong relationships with B2B SaaS clients, overseeing implementation, driving user adoption, and identifying revenue growth opportunities. You will act as the primary liaison between internal teams and external stakeholders, ensuring seamless collaboration and success. This remote, full-time position offers a competitive salary ($70,000-$90,000), equity, and a full benefits package. The ideal candidate possesses 3+ years of experience in account management or client success, ideally within B2B2C SaaS or financial services. Summer values empathy, diversity, growth, determination, humility, and fun.

Requirements

• 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

Responsibilities

• 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

Preferred Qualifications

• Experience with HR tech, information systems, and teams
• Experience with Financial wellness, benefits, or student loans
• Experience with SaaS onboarding and implementation

Benefits

• Competitive salaries
• Significant equity allocations
• Healthcare coverage
• 401(k) plans with an employer match
• Contribution toward student loan repayment
• Flexible vacation/PTO
• Hybrid, flexible work environment